Primo Get It

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If you are working with Primo VE, see Configuring Delivery Services for Primo VE for more details.

Primo Get It (which displays on the Services Page and during the discovery of local Alma records in Primo) allows patrons to determine the following information for each physical title displayed in the search results:

The locations in which the title can be found
The availability of the title
The request options

The order of the search results may be configured. See Configuring the Order of Primo Search Results.

If the user belongs to a collaborative network, additional locations and services may be viewed by selecting the More link in Primo Get It. For more information, see The More Link and Institutions Lightbox.

Depending on the number of locations per title, the type of resource, and the request options for the logged in patron, Primo Get It may display holdings information, item-level information, and/or request information.

The Get It service can be integrated with any third-party discovery system that is configured to use a SAML-based identity provider for both Alma and the discovery interface authentication. For detailed information, see https://developers.exlibrisgroup.com/alma/integrations/discovery.
It is not recommended to perform searches on different tabs in your browser and request View It or Get It information from a tab in which the last search was not performed.

Primo VE Administration Certification: Delivery (8 min.)

Holdings List

If multiple holdings (852 fields) exist for a title, the system displays each location on a separate line and includes the following information for each entry:

Owning library (852 $$b)
Shelving location (852 $$c)
Call number (852 $$h - $$m)
Accession number (852 $$p) – If it exists, the system will prefix the number with "Accession:" and omit the call number.
Copy number (852 $$t) – If it exists, it should display after the public note (852 $z) in the single holding display only. The copy number is prefixed with the following customizable text: Copy: .
Public note (852 $$z) - For more information, see Displaying Public Notes.
Availability information - For more information, see Filtering the Library List for Availability in Primo.
For example:

Get It Tab - Non-Serial Title with Multiple Locations

For journal titles, the following information is also included:

Summary holdings statement (866 $$a)
Public note (866 $$z) - For more information, see Displaying Public Notes.

The availability information is omitted for serials.

For example:

Get It Tab - Journal Title with Multiple Locations

Holdings can be displayed either according to availability or according to their proximity to the requesting patron. You configure this via the Locations Ordering Profiles setting in Fulfillment Configuration (see Configuring Locations Ordering Profiles).

For information on displaying additional holdings information in the Get It tab, see Displaying Additional Holdings Information.

Configuring the Sort Order of Physical Items

The Sort Routine List page allows you to define the sort used for the list of items in Primo Get It. For more information, see Configuring Physical Item Sort Routines.

To apply a sort to the items on the Get It tab:

On the Physical Item Sort Routines page (Configuration Menu > Resources > General > Physical Item Sort Routines), select Edit from the row actions list in the row that contains the sort routine that you want to use in Primo Get It.
Select the Display Configuration tab.
Select the Resource management Get it results parameter and its associated Set as default parameter.
Select Save.

Items List

Users can view the items that are related to a specific holdings record by selecting the holdings entry in the Get It tab. After an entry has been selected, the system displays the items that are associated with the selected holdings record (up to 10 per page). For each item, the system displays the following information:

Barcode
Material type
Policy – When a patron is signed in, the system calculates the loan terms of use that will be applied to the loan, and displays the name of the due date policy in this column. If the patron is not signed in, the system checks whether there are any terms of use rules (for that item’s location, material type and item policy) that allows this item to be loaned. If so, the Loanable label is displayed. If no terms of use rule is found, then the Not Loanable label is displayed.
Description – Displays only for items that have a Description field.
Item status
Library
Location
Accession Number
Availability Info
Alt Call Number
Public Note

Item availability shows outstanding requests as well as the copies held.

If users want to narrow the scope of a serial’s list, they may use the following filters, which contain values that are relevant to the items in the list: Year, Volume, Description.

Request Options

Primo Get It allows users to perform the following types of requests, if permitted by the user, for the selected title: Request, Digitization, and other (such as resource-sharing requests and document delivery).

All request options appear as buttons above the holdings for non-serials and within the list of items for serials. For example:

Get It Tab - Request Options in the Holdings List

The system displays the request options only if the signed-in user is eligible to place them. If the user is not signed in, the system displays the following message above the list of holdings or items: Please sign in for request options.

For items temporarily located in a resource sharing library (items lent to a resource sharing partner), the Request option appears only if the following configurations have been set in Alma:

A hold shelf is defined at the circulation desk of the resource sharing library (ensure that the Has Hold Shelf setting is selected when configuring a circulation desk; for details, see Configuring Circulation Desks).
The resource sharing library has a Deliver To relationship with a library that has a defined hold shelf (for details, see Configuring Fulfillment Services Between Libraries Within an Institution).

The item’s status is listed in Primo as: On ILL Process until <expiration date>

For serial titles, users perform requests at the title+description level. For example:

Get It Tab - Request Options in the Items List for Serials

Requests from Primo are on the title level. For serials, requests will be on a title+description level. To configure Primo to use item level requesting, contact Ex Libris support.

The information (including the request options) that appears in the Get It tab is configured entirely in Alma. Alma allows you to configure the following information in the Get It tab:

Hide request options – Alma allows you to configure the behavior of the delivery tabs, such as hiding full-text service from a particular user group. For more information, see Configuring Display Logic Rules.
Labels used for various display fields – see Modifying Display Labels
Look of the Get It tab – see Branding the Delivery Tabs
Miscellaneous information such as how to define location map links – see Configuring the Template for the Location Map Link

If a serial title has both requestable and non-requestable items and has a large number of items, all items will appear on the request form. For performance reasons, Alma stops checking for requestability as soon as a requestable item is found.

In order to submit a request in the physical item request form, there is a need to first remove the focus from any field on the form and then select the 'Request' button (or select the Request button twice).

Physical Item Request Form for New Primo UI

Fields to be displayed on the hold request form, booking request form, and digitization request form can be configured. See Customizing Primo Request Forms.

For information on configuring the request options, refer to Alma Fulfillment.

Requesting From Other Institutions Without a Local Linked Patron

When using Primo discovery across a fulfillment network, it is possible to retrieve another institutions' information without copying over the patron information from the original institution and without creating a linked account.

The user parameter uresolver_remote_register controls whether the other institution's holdings may be retrieved without creating a local linked patron record (see Configuring Other Settings). The parameter values are:

Auto - An linked account will be created automatically. This is the default.
None - There will be no option to create a linked account via the Get It page. Only holdings information will be displayed.
Manual - The Get It window will display a link to register with the other institution. Selecting the link will open the request form from the source of the linked account.

Selecting a Library for a Resource Sharing Request

When multiple resource sharing libraries are enabled for a patron, you can select which resource sharing library is to be used for the Primo search results.

Before selecting a resource sharing library for a Primo user, you must do the following:

Ensure that the patron has multiple resource sharing libraries configured (see the Resource Sharing Library entry in Quick User Management Page Fields).
Ensure that the ill_item_creation_lib_code setting on the Customer Parameters Mapping Table is set to ALL (see Configuring Other Settings).

To select from multiple resource sharing libraries:

Perform a search for an item in Primo and open its full display.
Select the Resource Sharing Request link to open the Resource Sharing Request Form.
In the For Library field, select the relevant resource sharing library. The libraries display according to the ill_item_creation_lib_code value in the Customer Parameters mapping table see Configuring Other Settings), and/or those for which the patron’s TOU are enabled.
In the Delivery Information section, select a location from the Pickup/delivery location field . Specify a location for pickup/delivery in the drop-down list.

Primo Get It Tab – For Library and Pickup/Delivery Location Fields

The values in the Pickup/delivery location drop-down depend on the values selected in the For library field in the previous step. Fields to be displayed on the resource sharing request form can be configured on the Resource Sharing Form Customization page.

Displaying Real Time Item Descriptions for a Borrowing Request

Primo users can see the list of descriptions of the items they want to request. The items descriptions are based on the values of the Description fields of the items that match the request attributes, as per the locate profiles. Alma runs a locate process on all of the rota’s partners in order to populate the list of items. This option is available when the rota partners are use an Alma locate profile. They can place their resource sharing request based on a specific description.

When a user opens up a request form, a spinner indicator appears and a message is displayed that the system is checking for item level descriptions. The descriptions are then loaded into a drop down list. When the values are loaded into it, the description field becomes mandatory. If no descriptions are available, a message is displayed that no item level descriptions were found.

This option is activated if the description field is made visible (see Customizing Primo Resource Sharing Forms).The field is disabled by default.

Displaying Public Notes

Primo displays public notes as follows in Primo Get It:

Locations list:

Public Notes in Get It > Locations List
Items list: Note that you must select Show Details to display the note.

Public Notes in Get It > Items List

No additional configuration is necessary to enable this functionality, but you can modify the labels that display in Primo.

To configure the display of license-related information, either of the following roles can modify display labels:

Fulfillment Administrator
General System Administrator

To modify the public note display label:

On the Labels page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Labels), select Customize in the line containing the following code and modify the text in the Description field: c.uresolver.getit2.item_list.note.
Select Customize at the bottom of the page to store the modified label in the system.

Displaying Additional Holdings Information

Alma allows you to display additional holdings information in the Primo Get It tab.

Since angled brackets are used in HTML tags, they do not appear in Get It. The one exception to this is call numbers, where HTML is disabled to support angles brackets, which are used in some call number standards.

The following table lists the MARC fields that hold additional information to display in Primo. To display most of this additional information, you must first enable one of the following parameters:

display_additional_holding_fields_in_getit – When set to true, additional holdings fields appear in Primo Get It. The following fields are supported:

Holding Field	Subfield	Label (defined in the Discovery Interface Labels code table)
Default (parameter = false):
852	z	Public notes: code = c.uresolver.getit2.public_notes
852	t	Copy: code = c.uresolver.getit2.item_list.copy
866 (serials)	a, z	Does not display a label, but the note (subfield z) is enclosed in quotes after the holdings information from subfield a.
867	a, z	Supplementary Material: code = c.uresolver.getit2.holding_list.supplementary_material
Additional (parameter = true):
868	a, z	Indexes: code = c.uresolver.getit2.holding_list.indexes
541	a, b, c, d	Source of Acquisition: code = c.uresolver.getit2.holding_list.source_of_acq
561	a, 3, u	Ownership and Custodial History: code = c.uresolver.getit2.holding_list.ownership
563	a, 3, u	Binding: code = c.uresolver.getit2.holding_list.binding

For example, if the holdings record is configured as follows:

LDR 00429cy 2200133zn 4500

004 AEU3700

005 20210321033054.0

008 961003|| | |001|||||0000000

852 01 |a MNcBCL |b LAW |c NCIR |h KF2231 |i .F58 1995 |9 1 |t 2 |z Added a note 1

866 41 |8 0 |a v.1-3 |z Added note 2

867 30 |a ca. 300 pieces |x incomplete vols. |z pub note 3

868 40 |a 1937-1942 |x complete vols. |z pub note 4

854 __ |a (*) |i (year) |o update |w a |8 1

LKR __ |a HOL |l BCL01 |b 000741068

The holdings information appears as follows:

Display Additional Holdings Fields

uresolver_enable_getit_holding_configuration – When set to true, the additional holdings fields appear in Primo Get It, but their configuration is determined by the Primo Customized Holding mapping table (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Holdings Display Customization) and the Holdings Display Labels and Other code table (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Holdings Display Labels). This parameter overrides the previous parameter if both are set to true.

Holding Field	Subfield	Label (defined in the Holdings Display Labels and Order code table)	Enabled by Default
866	a, z	Holdings:	Yes
867	a, z	Supplementary Material	Yes
852	z	Note:	Yes
868	a, z	Indexes:	No
541	a, b, c, d	Source of Acquisition:	No
561	a, 3, u	Ownership and Custodial History:	No
563	a, 3, u	Binding:	No