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    Direct Linking to the Purchase Request Form

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    This page is not relevant to Primo VE environments. If you are working with Primo VE, refer to the following articles:

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    Primo allows you to create a direct link to the Purchase Request form in Alma instead of using the Citation Linker page to access it. For more information about purchase requests, see Purchase Requests.

    Primo_BlankPurchaseRequest_NewUI.png

    Purchase Request Form in Alma (New UI)
     
    To add the Purchase Request button to Primo’s Front End:

    1. In the Primo Back Office, select Edit to your view in the Views Wizard (Primo Home > Ongoing Configuration Wizards > Views Wizard).

    2. Continue to the Tiles Configuration page in the Views Wizard.

    3. Select Home Page from the Page drop-down list to list the tiles associated with your view's home page.

    4. Select Edit Tile in the row containing the Main Menu tile.

    5. In the Create new Label section, enter the following fields:

      • Label – Enter a display label for the Purchase Request button.

      • URL – Enter a URL to access the Purchase Request form, using the following format:

        • For non-PDS authentication:

          <alma_domain>/view/uresolver/<alma_institution_code>/openurl?svc_dat=getit&svc.profile=getit&directPurchaseRequest=true&pds_handle={{pds_handle}}

        • For PDS authentication:

          <pds_url>?func=sso&url=<alma_domain>/view/uresolver/<alma_institution_code>/openurl?svc_dat=getit&svc.profile=getit&directPurchaseRequest=true

        Optional URL parameters:

        • &is_new_ui – When set to true, Alma will use the default skin for the new UI (skin_OTB_new_ui). If set to false or omitted, Alma will use the default skin for the classic UI (skin_OTB).

        • &req.skin – Instructs Alma to use the specified Alma skin (for example, &req.skin=My_New_Skin). For more details, see Creating a New Skin.

        For example:

        http://il-primoqa.exlibrisgroup.com:1801/view/uresolver/01MY_INST/openurl?svc_dat=getit&svc.profile=getit&directPurchaseRequest=true&is_new_ui=true&req.skin=My_New_Skin&pds_handle={{pds_handle}}

      • Link – Specify whether you want the results of the citation search to open in the current window or a new window/tab. The default value is current window.

    6. Select Add.

    7. Save and deploy your view.

      The link appears in the main menu:

      Primo_NUI_PurchaseRequestForm.png

      Purchase Request Link Example

    Other Configurations

    The following table describes other configurations associated with this functionality.

    Page/Element Description

    Resource Sharing Form Customization (Alma Configuration Menu > Fulfillment > Discovery Interface Display Logic > Purchase Request Form Customization)

    This page allows you to configure which fields display on the Purchase Request Form.

    Customer Parameters mapping table (Alma Configuration Menu > General > General Configuration > Other Settings)

    In the primo_pds_url parameter, specify the URL for Primo's PDS User Info API using the following format:

    <Primo_FE_domain>/primo_library/libweb/webservices/rest/PDSUserInfo?

    Discovery Interface Labels code table (Alma Configuration Menu > Fulfillment > Discovery Interface Display Logic > Labels)

    This table allows you to customize and translate the labels and buttons on the Purchase Request Form.