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    Configuring Digital Fulfillment

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    Configuring Digitization Departments

    To configure digitization departments, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    A digitization department is the place where digitization requests are processed. One institutional digitization department is provided “out-of-the-box” by Alma. If necessary, the existing department may be modified or additional departments created. You can configure digitization departments on both the institution and library levels. Unless a specific library-level digitization department is defined, the institution-level digitization department applies to the library level as well.
    You configure digitization departments on the Department List page, (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Digitization Departments).
    Department List Page
    Ensure that you are within the context of the institution/library whose digitization departments you want to configure by selecting the required institution/library from the You are cConfiguring filter on the Fulfillment Configuration page.
    Click the digitization departments code, name, description, or owner headings to sort the list alphabetically, in ascending or descending order.
    The following actions can be performed on this page:

    Adding a Digitization Department

    If you add a digitization department to the institution, it is available for all the libraries within the institution as well.
    The procedure for adding a digitization department is identical to the procedure for adding a processing department (see Configuring Processing Departments).
    To add a digitization department:
    1. On the Department List page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Digitization Departments), click Add Department. The General Information page appears. This is the first page of a four-page wizard.
    2. Enter the code and name (both required) for the new digitization department.
    3. Enter information in the remaining optional fields, as described in the following table.
      Digitization Department – General Information Fields
      Field Description
      Description A textual description of the digitization department.
      Work time (days) The number of days after which an item is considered expired.
      Map The URL of a map to assist patrons in finding the department.
      Printer The printer that is associated with the digitization department can be selected from the Printer list. The digitization department prints all non-automated print jobs on this printer.
    4. Click Next. The Served Libraries page appears.
    5. Click Next. The Contact Information page appears.
      Contact Information Page
      • To add a new address, click Add Address. In the Add Address dialog box, enter the required information (indicated by a red asterisk), and click Add if you want to add more addresses, or Add and Close if you do not want to add more addresses.
      • To add a phone number, click Add Phone Number. In the Add Phone Number dialog box, enter the required information (indicated by a red asterisk), and click Add if you want to add more phone numbers, or Add and Close if you do not want to add more phone numbers.
      • To add an email address, click Add Email Address. In the Add Email Address dialog box, enter the required information (indicated by a red asterisk), and click Add if you want to add more email addresses, or Add and Close if you do not want to add more email addresses.
    6. Click Next. The Operators page appears.
    7. To add an operator, click Add Operator. The Add Operator dialog box appears.
      Add Operator Dialog Box
      Click the searchselect from list icon to search for and add operators, and click Add to add more operators, or Add and Close if you do not want to add more operators.
    8. Click Save. The digitization department is added to the Department List
      For details on editing an existing digitization department, see Editing a Digitization Department.

    Editing a Digitization Department

    Departments configured for an institution cannot be edited when configuring departments for a library (that is, when a library is selected in the You are cConfiguring: filter at the top of the Fulfillment Configuration page during department configuration).
    To edit a digitization department:
    1. On the Department List page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Digitization Departments), select the digitization department using one of the following methods:
      • Click the code number of the digitization department you want to edit.
      • Scroll to the digitization department you want to edit and select Actions > Edit from the row actions list.
      The General Information page appears.
      General Information Page
      The General Information page has the following tabs:
      • General Details
      • Served Libraries
      • Contact Information
      • Operators
      For details on the fields in the General Information page tabs, see Adding a Digitization Department.
    2. Modify the information on the tabs as required.
    3. Click Save. The changes are saved on the Department List page.

    Configuring Digitization Profile Rules

    To configure digitization profile rules, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    When requests for digitization enter Alma, Alma checks digitization profile rules to determine how to handle the request. Each rule is checked in order; the first rule that evaluates to true is applied and all subsequent rules are ignored. Alma includes a default rule that is applied if all other rules fail. This rule can be modified.
    You configure digitization profile rules on the Digitization Workflow Rules List page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Digitization Profile Rules).
    Digitization Workflow Rules List Page
    When a rule is applied, the rules determines:
    • Whether the request requires manual approval or is automatically approved. When automatically approved, no task is added to the task list.
    • Whether the request requires manual copyright clearance, or the copyright is assumed to be automatically approved. When automatically approved, no task is added to the task list.
    • Whether, for the above manual approval tasks, digitization
      • Can continue while waiting for approval. Of course, the digitized contents cannot be added to the inventory or delivered before final approval is given.
      • Must wait until approval is given.
      • Is automatically approved. The purpose of this option is that a task is added to the task list with the status Approved. This is useful for recording purposes.
    • Whether the delivery to the requester will be:
      • By a link in an email
      • By an attachement in an email
      • By adding the digitized document to the library's inventory (and then sending a link to the inventory by email)
    Each rule contains a number of clauses, all of which must evaluate to true in order for the rule to evaluate to true. There are three types of clauses:
    • Evaluation clause - A property of the request is evaluated against a text or a value from a list
    • Comparison clause - A property of the request is evaluated in comparison to all other requests that have not been filtered out by a filter clause.
    • Filter clause - This clause always evaluates to true. It is used to reduce the number of requests to which a comparison clause is evaluated. The operator and values for these clauses are ignored.
    • Clauses are not evaluated in order; all filter clauses are evaluated first. The remaining clauses are then evaluated in an internal order. Regardless, all clauses must evaluate to true in order for the rule to be applied.
    • Clauses are not marked evaluation, comparison, or filter; see the below table for this information.
    For example, you can configure a rule so that digitization requests for a single chapter pass through manual approval and copyright clearance, but are not added to the inventory; the digital file is sent directly to the patron. You can configure another rule so that full digitization requests pass through all steps: manual approval, copyright clearance, and added to the digital inventory.
    Each rule can be enabled or disabled. By default, a new rule is enabled.
    Digitization profile rules can be configured at the institution level only. Select the required institution from the You are cConfiguring filter on the Fulfillment Configuration page.
    The following actions can be performed on this page:

    Adding a Digitization Profile Rule

    The digitization profile rules that you define apply to all libraries within the institution.
    To add a new digitization profile rule:
    1. On the Digitization Workflow Rules List page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Digitization Profile Rules), click Add Rule. The Digitization Workflow Setup page appears.
      Digitization Workflow Setup Page
      To create a copy of an existing digitization profile rule, select Actions > Duplicate from the row actions list. Once you have copied the rule, you can edit it, as required.
    2. In the Digitization Workflow Rule Editor section, enter a name (required) and description (optional) for the rule.
    3. In the Input Parameters section, enter clauses for the rule. Each clause has a clause type (Name), Operator, and Value. A clause may look like User group = Graduate student or Publication date contains 2010. The clause list is as follows:
      Digitization Profile Rule Clause Types
      Name Type Description Operators Values
      Article Title Exists Comparison Check if there already exists an approved copyright record for the material. =
      • true
      • false
      Articles in Issue Evaluation Check the total number of articles in the journal issue.
      • >
      • =
      • <
      • Not Equals
      Number
      Available in Electronic Evaluation Check if an electronic copy exists for the material. =
      • true
      • false
      Chapter Already Requested Comparison Check if the requested chapter is already requested by another copyright clearance request. =
      • true
      • false
      Citation Material Type Evaluation Check the material type.
      • =
      • InList
      • Is Empty
      • Is Not Empty
      • Not Equals
      • NotInList
      • contains
      The current list of material types (for example, Abstract, Anthology, and so forth).
      Copyright Agency Approval Permission Evaluation Check regional copyright licensing agency approval for the material. Select all values for a valid match. InList
      • Digital Approved
      • Scanning Approved
      • Digital Declined
      • Scanning Declined
      Copyright Previously Approved Filter Restrict comparison checks to previously approved copyright clearance requests for this item. Required, but has no effect Required, but has no effect
      Copyright Record Related to Course Filter Restricts comparison checks to existing copyright clearance requests that are associated with a course. =
      • true
      • false
      In the Same Course Filter
      Restricts comparison checks to existing requests associated with the same course as the request
      At least one of the following additional rules must be defined: Article Title Exists, Articles in Issue, Chapter Already Requested, Total Copyright Number of Chapters, Total Copyright Work Percentage.
      =
      • true
      • false
      Material Required Dates Filter
      Restricts comparison checks to existing requests that overlap the request's date range. If the request's date range is missing, use the course's date range. If there is no associated course, use today's date as the start date with no end date.
      At least one of the following additional rules must be defined: Article Title Exists, Articles in Issue, Chapter Already Requested, Total Copyright Number of Chapters, Total Copyright Work Percentage.
      =
      • true
      • false
      Number of Requests Comparison Compare the number of previous copyright clearance requests to a value.
      • >
      • =
      • <
      • Not Equals
      Number
      Partial Digitization Evaluation Evaluate whether this is a partial digitization request.
      • =
      • InList
      • Is Empty
      • Is Not Empty
      • Not Equals
      • NotInList
      • contains
      • true
      • false
      Patron Status Evaluation Evaluate the requester's active status.
      • =
      • InList
      • Is Empty
      • Is Not Empty
      • Not Equals
      • NotInList
      • contains
      • Active
      • Inactive
      Publication Date Evaluation Evaluate the publication status of the requested item.
      • >
      • =
      • <
      • Not Equals
      Number
      Publisher Evaluation
      Check the publisher against a pre-defined list of publishers.
      Enter the list of publishers in the Copyright Publishers code table (see Configuring Copyright Publishers).
      • =
      • InList
      • Is Empty
      • Is Not Empty
      • Not Equals
      • NotInList
      • contains
      Publisher
      Request Type Evaluation Indicates course related digitization, patron digitization, staff digitization, borrowing resource sharing digitization request, and lending resource sharing digitization request.
      • =
      • InList
      • Is Empty
      • Is Not Empty
      • Not Equals
      • NotInList
      • contains
      • Borrowing resource sharing digitization request
      • Course related digitization
      • Lending resource sharing digitization request
      • Patron digitization
      • Staff digitization
      Required Pages Evaluation Check the number of pages requested by the current request.
      • >
      • =
      • <
      • Not Equals
      Number
      Resource Total Pages Evaluation Check the total number of pages of the entire work (how many total pages are in the item being requested).
      • >
      • =
      • <
      • Not Equals
      Number
      Time Span (In Calendar Years) Evaluation Evaluate the publication year of the requested item.
      • >
      • <
      Number
      Total Copyright Number of Chapters Comparison Check the total number of chapters requested, including previous requests.
      • >
      • =
      • <
      • Not Equals
      Number
      Total Copyright Work Percentage Comparison
      Check the percentage of the work requested, including previous requests.
      This rule evaluates to false if the number of pages is not specified.
      • >
      • =
      • <
      • Not Equals
      Number between 0 and 100
      User Group Evaluation
      Evaluate the user group of the requester.
      The list of values includes all user groups.
      • =
      • InList
      • Is Empty
      • Is Not Empty
      • Not Equals
      • NotInList
      • contains
      A user group
      Example:
      • Clauses:
        • Total Copyright Work Percentage < 10 Material
        • Material Required Dates = True
        • Request Type = Course related digitization
        • Copyright Record Related to Course = True
        Existing, Previous Request:
        • ISBN 1-86189-411-2
        • Dates 1/1/2016 - 30/1/2016
        • Pages 15-20 (6 pages)
        • Status Approved
      • New Request 1:
        • ISBN 1-86189-411-2
        • Dates 10/1/2016 - 2/2/2016
        • Pages 35-40 (6 pages)
        • Total Resource Pages 220
        Expected Result: Rule is applied, because total percentage is still less than 10% (12 pages / 220 in resource)
      • New Request 2:
        • ISBN 1-86189-411-2
        • Dates 15/1/2016 - 3/2/2016
        • Pages 40-60 (21 pages)
        • Total Resource Pages 220
        Expected Result: Rule is not applied, because total percentage for same item is now over 10% (27 pages / 220 pages in resource)
    4. Click Add Parameter. The clause is added to the rule.
    5. Repeat the previous two steps to add additional clauses.
    6. Under Workflow Setup, select the digitization target. For more information, see Digitization Processing.
      • Digital inventory (representation) – The digitized files are added to titles. Enter the following additional fields:
        • The usage type and access rights policy can be changed when adding the digital file to the record, but the collection cannot.
        • When creating digital inventory, you can determine if a representation is remote.
        • Default Collection Assignment – The default collection to which to assign the title (if not already assigned).
        • Usage Type­ – Whether the representation is the Master copy or a Derivative. (The master is the original copy and the derivative is, for example, a copy with a lower resolution.)
        • Access Rights Policy – The policy that defines the permissions that patrons have to request digital resources.
      • Document Delivery - Attachment – The digitization request requires only a portion of the resource to be digitized. For details on configuring document delivery, see Configuring Electronic Document Delivery Rules.
      • Document Delivery - Link – Allows the operator to upload files to an document storage folder and send the file link to the patron. If multiple files are uploaded, they are stored in the folder as a .zip file and will download to the customer as a .zip file. When this option is selected, another field is displayed, Maximum views. Enter the number of times the patron may access this link before it is automatically deleted from the server. Note that if no value is entered in this field, the file link will not be sent to the patron.
    7. Under Approval/Copyright Clearance Processing, select:
      • Approval – The request requires approval by a user with the Digital Approval Operator role.
      • Copyright clearance – The request requires copyright clearance by the Digitization Manager.
    8. If you select either of the two previous options, select how the approval affects the digitization workflow:
      • In parallel to digitization workflow - The digitization workflow is activated without waiting for the approval task to be approved, but does not finish until the approval task is approved. This is the default option.
      • Blocks digitization workflow - The request workflow is activated only after the approval is completed.
      • Automatically approved - A new approval task is created as Approved, and the request workflow continues.
        Select an approval reason from the drop-down list. For the list of reasons, see Approving/Rejecting a Request for Digitization.
    9. Click Save to store the new rule.
    If you define more than one rule, use the Move Up and Move Down arrows to set the order of the rules. The order of the rules is important, as the system will apply the first (and only the first) appropriate, enabled rule. If no appropriate rule is found, the system uses the default rule.

    Editing a Digitization Profile Rule

    You can edit the default digitization profile rule or a digitization profile rule that you added.
    To edit a digitization profile rule:
    1. On the Digitization Workflow Rules List page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Digitization Profile Rules), select Actions > Edit from the row actions list for the digitization profile rule that contains the input parameters you want to update, or click the Edit link under Default Rule to modify the default digitization profile rule. The Digitization Workflow Setup page appears (see Digitization Workflow Setup Page above).
    2. Modify the rule name and description as required.
      • You cannot edit an existing set of input parameters; instead, you must first delete the existing set and then add a new set.
      • You cannot delete or add a new set of input parameters for the default digitization profile rule.
    3. In the Input Parameters section, click Delete for the specific set of input parameters record you want to delete.
    4. Add a new set of input parameters, as described in step 3 through step 6 in Adding a Digitization Profile Rule.
    5. Click Save to store your changes to the digitization profile rule.

    Configuring Access Rights Policies for Digital Objects

    To configure access rights, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    Access rights define the conditions that must be fulfilled in order for patrons to access digital resources. If no access rights policy is assigned to a digital object, access is denied or allowed depending on the setting of the configuration parameter access_right_default_policy. For more information, see Configuring Other Settings. For an overview of digital resources, see Working with Digital Resources - Overview.
    You can define rules for access rights that restrict patron access to specific digital objects. These policies are available to apply when configuring a representation (see Editing Representation Metadata and Content), when configuring a digital import profile (see Creating/Editing a Digital Import Profile: Bibliographic Record Level), or when running a job on digital titles (see Global Representation Changes).
    For example, for a specific digital resource, you can define rules that disable access in all scenarios except the following:
    • Patrons from a specified user group, such as post-graduate students
    • Patrons who access the resource from within the university computer system, based on IP addresses
    • Patrons with specific user IDs
    You configure access rights on the Access Rights List page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Access Rights). Access rights can be configured at the institution level only.
    Access Rights List Page
    Access rights can be configured at the institution level only. Select the required institution from the You are cConfiguring filter on the Fulfillment Configuration page.
    The following actions can be performed on this page:
    • Add access rights policies, including configuring rules to restrict access to specific digital resources (see Adding an Access Rights Policy)
    • Edit access rights (see Editing Access Rights Policies)
    • Duplicate an access rights policy (select Actions > Duplicate from the row actions list and modify the relevant fields)
    • Delete an access rights policy (select Actions > Delete from the row actions list)

    Adding an Access Rights Policy

    The access rights polices that you define apply to all libraries within the institution.
    To add an access rights policy:
    1. On the Access Rights List page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Access Rights), click Add Access Rights. The Add Access Rights page appears.
    2. In the Name field, enter a name for the access rights policy.
    3. From the Copyrights drop-down list, select a copyright statement to associate with the access rights policy. When a patron requests to view a digital resource, the specified copyrights are displayed before the patron is able to view the requested resource. (For information on configuring copyrights, see Configuring Copyright Declarations.)
      Only copyright statements in the /copyrights folder are available for selection here.
    4. To have the copyrights statement appear to customers before they can view images in the Alma viewer, select Obtrusive Copyrights.
      For a video describing this feature see Display Copyrights by Default.
    5. In the Description field, enter a description.
    6. In the Denied Note field, enter the note you want displayed when access is denied.
    7. Click Add Rule. The Access Rights Rule page appears:
      1. Enter a name (required) and a description (optional) for the new rule.
      2. Under Expressions, specify the components of the expression (Criterion, Operator, and Value). An expressions may look like this: User group = Graduate student or Embargo before 31/12/2010.
        The available Criterion input parameters are:
        • DNS – Access is permitted only for the specified domain name. The value must contain a valid regular expression, for example: /.*google(bot)?\.com$/
        • Embargo – Access is denied relative to a specified date. Select one of the following values for the base date:
          • Additional Publication Year
          • Fixed Date
          • MMS Creation Date
          • Publication Year
          • Representation Creation Date
          Enter a number of additional weeks, months, or years to add to the base date. The object assigned this policy is not accessible until the specified date.
        • IP Range – Access is permitted/denied based on the specified IP address or range of addresses. Select = or Not Equals and enter one of the following values.
          • A single IPV4 address (such as: 172.0.0.0)
          • An IP range, separated by a hyphen (such as: 172.0.0.0 - 173.0.0.0)
        • Leganto User – Access is permitted/denied based on whether the user is a Leganto user (has logged in to Leganto at least once). Select = and select True or False for the value.
        • Registered – Access is permitted/denied based on whether the user is registered and authenticated by the Patron Directory Services server module. Select = or Not Equals and select True or False for the value (= True is the same as Not Equals False).
        • User Group – Access is permitted/denied based on the specified user group. Select an operator and then (depending on the operator) select one or multiple user groups.
        • User ID – Access is permitted/denied based on the specified user id. Select an operator and a matching ID or pattern.
      3. Click Add Expression. The expression is added to the list of expressions for the access rights rule.
      4. Repeat the previous two steps to add all the required expressions for the rule.
        All of the expressions must be fulfilled in order for the rule to be applied. If all of the expressions are not fulfilled, the default rule is applied.
    8. Click Save. The rule is displayed under the rules section:
      Access Rights
    9. Repeat the steps for adding a rule to add all of the required rules to the policy.
      If you have defined more than one rule, the order of the rules is important, as the system will apply the first (and only the first) appropriate, enabled rule. If no appropriate rule is found, the system uses the default rule.
      You can click the gray/yellow check mark to the left of the rule to enable/disable it.
    10. Click Save.
    11. The policy is added to the List of policies.

    Editing an Access Rights Policy

    You can edit existing access rights policies.
    To edit an access rights policy:
    1. For an existing access rights policy, select Actions > Edit from the row actions list, and edit the fields as desired.
    2. For an access rights rule, select Actions > Edit from the row actions list, and edit the expressions of the rule as desired.
    3. Click Save to save the rule.
    4. Click Save to save the access rights policy.

    Configuring Copyright Declarations

    You can configure copyright statements for digital resources. These statements can be displayed to patrons before they can view a digital resource. The copyright statements are defined as follows:
    Form Name File Name Purpose
    Digitization Request Copyright Declaration form DigitizationRequestCopyrightDeclaration.html This statement is displayed on the Primo digitization request form.
    Resource Sharing Copyrights form resourceSharingCopyrights.html This statement is displayed on the Primo resource sharing request form.
    Leganto Digitization Request Copyright Declaration form LegantoDigitizationRequestCopyrightDeclaration.html This statement is displayed in Leganto to students attempting to access citation materials.
    Copyrights 1 copyrights1.html Depending on the configured access rights, this copyright statement is displayed when a digital resource is shown in Primo.
    Copyrights 2 copyrights2.html Depending on the configured access rights, this copyright statement is displayed when a digital resource is shown in Primo.
    Copyright statements do not support HTML tags.
    You configure copyright declarations on the Copyright Declarations Configuration Files page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Copyright Declarations).
    Copyright Declarations
    To configure copyrights:
    1. On the Copyright Declarations Configuration Files page, click Customize for a copyright statement. The following, for example, appears:
      Copyright Statement
    2. Edit the copyright statement, if you want, and click Customize.
      After you edit a copyright statement the following actions are available:
      • Edit – Edit the copyright statement
      • Restore – Restore the copyright statement to the default
      • View Default – View the default copyright statement
    The example shown above is the Digitization Request Copyrights Declaration. Entering content this form causes a check box to appear in Primo that requests patrons to confirm that they have read the copyright agreement before submitting a Primo digitization request form.

    Configuring Electronic Document Delivery Rules

    To configure electronic document delivery rules, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    Electronic document delivery rules provide functionality that enables libraries to take portions of a resource and make digital copies of that portion only. These rules define the conditions under which libraries can perform this function.
    Each electronic document delivery rule can be either enabled or disabled. By default, each new rule is enabled.
    You configure electronic document delivery rules on the Electronic Document Delivery Rules List page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Electronic Document Delivery Rules).
    Electronic Document Delivery Rules List Page
    Electronic document delivery rules can be configured at the institution level only. Select the institution from the You are cConfiguring filter on the Fulfillment Configuration page.
    The following actions can be performed on this page:
    • Add electronic document delivery rules (see Adding Electronic Document Delivery Rules)
    • Edit electronic document delivery rules (see Editing Electronic Document Delivery Rules)
    • Duplicate electronic document delivery rules (select Actions > Duplicate from the row actions list and modify the relevant fields)
    • Delete electronic document delivery rules (select Actions > Delete from the row actions list)
    • Enable/Disable electronic document delivery rules

    Adding Electronic Document Delivery Rules

    The electronic document delivery rules that you define apply to all libraries within the institution.
    Each electronic document delivery rule can be either enabled or disabled. By default, each new rule is enabled.
    To add a new electronic document delivery rule:
    1. On the Electronic Document Delivery Rules List page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Electronic Document Delivery Rules), click Add Rule. The Electronic Document Delivery Rules Editor page appears.
      If you want to create a copy of an existing electronic document delivery rule, select Actions > Duplicate from the row actions list. Once you have copied the rule, you can modify it as needed.
    2. In the Electronic Document Delivery Rules Editor section, specify a name (required) and description (optional) for the new rule.
    3. In the Input Parameters section, specify the components of the input parameter (Name, Operator, and Value). A set of input parameters may look like this: User group = Graduate student or Inventory owner = Art Library.
    4. Click Add Parameter. The set of input parameters is added to the list of parameters for the electronic document delivery rule.
    5. Repeat the previous two steps to add all the required parameters for the rule.
      All the input parameters must be fulfilled in order for the rule to be applied. If not all the input parameters are fulfilled, the default electronic document delivery rule will be applied.
    6. In the Output Parameters section, select whether electronic document delivery should (True) or should not (False) be allowed.
    7. Click Save to store the new rule.
    8. If you have defined more than one rule, on the Electronic Document Delivery Rules List page, use the Move Up and Move Down arrows to set the order of the rules. The order of the rules is important, as the system applies the first (and only the first) appropriate, enabled rule.

    Editing Electronic Document Delivery Rules

    You can edit the default electronic document delivery rule or a digitization profile rule that you added.
    To edit electronic document delivery rules:
    1. On the Electronic Document Delivery Rules List page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Electronic Document Delivery Rules), select Actions > Edit from the row actions list for the electronic document delivery rule that contains the input parameters you want to update, or click the Edit link under Default Rule to update the default electronic document delivery rule. The Electronic Document Delivery Rules Editor page appears.
    2. Modify the rule name and description as required.
      • You cannot edit an existing set of input parameters. To modify an existing set of input parameters, first delete the existing set, and then add a new set.
      • You cannot delete or add a new set of input parameters for the default rule.
    3. Click Delete for the specific set of input parameters record you want to delete.
    4. Add a new set of input parameters, as described in Adding Electronic Document Delivery Rules.
    5. In the Output Parameters section, select whether electronic document delivery should (True) or should not (False) be allowed.
    6. Click Save to store your changes to the electronic document delivery rule.
      The default rule has no configuration parameters and can only be activated (True) or deactivated (False), as follows:
      • True – Indicates that if no electronic document delivery rule is met, the document is still sent.
      • False – Indicates that if no electronic document delivery rule is met, the document is not sent.

    Configuring Copyright Publishers

    You can create a list of publishers against which to compare the publishers associated with digitization requests. These comparisons can be used in digitization profile rules during automatic copyright approval (see Adding a Digitization Profile Rule). The list of publishers in the Copyright Publishers code table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Digital Fulfillment > Copyright Publishers).
    Copyright Publishers Code Table
    You can add, edit or remove publishers from the list. For information about this page, see Code TablesCode Tables.

    Configuring Delivery Profiles Metadata

    You can configure what metadata fields are displayed when viewing digital content in the Alma Viewer and the order in which they appear.
    To configure the Alma Viewer metadata elements:
    1. Select Delivery Profiles Metadata (Configuration > Fulfillment > Digital Fulfillment). The following appears:
      select_MD_type.png
      Select Metadata Type
    2. Select the metadata type that you want to configure. The following appears:
      delivery_profiles_metadata.png
      Delivery Profiles Metadata
    3. Enable any metadata fields that you want to appear in the Alma Viewer. Disable any fields that you do not want to appear.
    4. Reorder the fields using the arrow buttons to change the order in which the fields appear in the Alma Viewer.
    5. Click Customize.
    The fields appear in the viewer according to your configuration.