Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Discovery Interface Display Logic

    Translatable

    Configuring Display Logic Rules

    To configure display logic rules, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    Display logic rules define when the following fulfillment services should not appear in Primo:
    • Booking request – Request to reserve an item at a specific time.
    • DB service – Link to the native interface of a third-party database.
    • Digitization – Request to have an item or part of an item scanned so that it can be viewed on a computer.
    • Full text – View the full text for an item online.
    • General electronic services – Links that can be created by an institution for any purpose.
    • General hold request – Request to have an item held at a circulation desk when the holdings record is empty, or request an issue for a journal regardless of whether any of its issues have been cataloged. For more information on general hold requests, see Creating a General Hold Request.
    • Hold request – Request to have an item held at a circulation desk.
    • Purchase request – Request an item to be purchased. For more information, see Purchase Requests.
    • Representation Delivery Service – View a digital item.
    • Resource sharing request – Request to retrieve an item from another institution when the patron's institution does not have the item.
    • Selected full text – Links to full text (full text may not be available to all articles in the Journal).
    For more information about requests, see Requests in Alma. You configure display logic rules on the Discovery Interface Display Logic page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Display Logic Rules).
    Discovery Interface Display Logic Page
    • Display logic rules can be configured at the institution level only. Select the required institution from the You are cConfiguring filter on the Fulfillment Configuration page.
    • All relevant and applicable rules are applied. If a subsequent (lower) rule conflicts with a previous (higher) rule, Alma applies the first rule.
    The following actions can be performed on this page:
    • Add a display logic rule (see Adding Display Logic Rules)
    • Enable or disable a display logic rule
    • Delete a display logic rule (select Actions > Remove from the row actions list)
    You cannot edit the parameters of an existing display logic rule. You can delete the rule and then add a new rule.
    See Discovery Interface Display Logic for a detailed Ask the Expert session on configuring discovery interface display logic.
    For examples of working with discovery display logic, see Primo and Alma - Discovery Interface Display Logic Rules.

    Adding Display Logic Rules

    You can add new display logic rules. Rules apply for all libraries in the institution. By default, new rules are enabled.
    To add a new display logic rule:
    1. On the Discovery Interface Display Logic page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Display Logic Rules), click Add Rule. The Add Rule dialog box appears.
    2. From the For user from groups list, select the group whose users to which to apply the rule. If you do not select a group, the rule applies to all user groups.
    3. In the Hide service drop-down list, select the service that the rule hides.
      Depending on your selection, either with or without fields (or both) appear to allow you to provide a logical constraint about when to hide the service. The fields that appear depend on your selection. See the following table.
      • with – Optionally select the type of service for which this service will not appear: Electronic Collection, Interface, or Service.
      • with value – Optionally enter a specific package, interface, or service name for which this service will not appear.
      Add Rule Fields
      Hide Service with with value
      Booking, Digitization, General Hold Request, Hold Request
      N/A
      N/A
      DB Service
      Electronic Collection
      Select an electronic collection name.
      Full Text, Selected Full Text
      Interface
      Select an interface or an electronic collection name.
      Both Community Zone and local interfaces are available.
      Electronic Collection
      General Electronic Service
      Service
      Select a general electronic service.
      Resource Sharing Request
      Availability by the campus
      Select true to hide the service if the resource is available on campus. Otherwise, select false.
      Availability by the institution
      Select true to hide the service if the resource is available at the institution. Otherwise, select false.
      Ownership by the campus
      Select true to hide the service if the resource is owned by the campus. Otherwise, select false.
      Ownership by the institution
      Select true to hide the service if the resource is owned by the institution. Otherwise, select false.
      Resource Sharing System
      Select a resource sharing system.
      Purchase Request
      Availability by the campus
      Select true to hide the service if the resource cannot be requested for availability on the campus. Otherwise, select false.
      Availability by the institution
      Select true to hide the service if the resource cannot be requested for availability on the institution. Otherwise, select false.
      Ownership by the campus
      Select true to hide the service if the resource cannot be requested for ownership by the campus. Otherwise, select false.
      Ownership by the institution
      Select true to hide the service if the resource cannot be requested for ownership by the institution. Otherwise, select false.
      Representation Delivery Service
      Access Rights
      Select deny to hide the service if the user does not meet the access rights criteria. Otherwise, select allow.
      Public Note
      Hide a representation in Primo, depending on the value of the Public Note field of the representation.
      The following are examples of regular expressions with which you can configure the Display Logic Rules to hide representations when the expressions are in the Public Note field. A flag can be used to determine if the expression is case sensitive or not:
      • /Restricted Access/ - Matches a public note containing the phrase Restricted Access, case sensitive.
      • /Restricted Access/i - Matches a public note containing the phrase Restricted Access, case insensitive.
      • /^(?!Open Access$)- Matches a public note that does not equal Open Access, case sensitive.
      • /^((?!Open Access).)*$/i - Matches a public note that does not contain the phrase Open Access, case insensitive.
      Usage Type
      Select master to hide the service for representations with the usage type of master and select derivative to hide the service for representations with the usage type of derivative.
      Representation Type
      Select remote to hide the service for remote representations and select non-remote to hide the service for remote representations.
    4. To hide the service if another service exists, in the If exists service drop-down list, select the other service.
      Depending on your selection, either with or without fields (or both) appear to allow you to provide a logical constraint about the existence of the other service. See the table above for information about the fields.
      For resource sharing requests, if a resource has holdings without items, it is not considered self-owned. To hide resources that have holdings without items, hide the Resource Sharing Request service if the General Hold Request service exists.
    5. Click one of the following:
      • Add – Add the rule but leave the dialog box open so that you can add additional rules.
      • Add and Close – Add the rule and close the dialog box.
    6. If you define more than one rule, on the Discovery Interface Display Logic page, use the Move Up and Move Down arrows to set the order of the rules. Alma applies the enabled rules in the configured order.

    Display Logic Rule Examples

    The following rule hides the display of EBSCOhost Academic Search Premier if the service page will include/display any full text from EBSCOhost.
    EBSCOhost is identified as the interface in this example.
    Example Display Logic Rule
    The following rule specifies that if full text is available from Factiva, hide the display of full text from all other packages and interfaces (which is indicated by the blank options associated with the hide service parameter).
    Example Display Logic Rule

    Configuring Service Labels in the Discovery Interface

    To configure labels, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    This section applies only to Primo. For information regarding Primo VE and Alma-Summon environments, see the following pages:
    The Discovery Interface Labels Code Table page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Labels) contains predefined labels that appear in Primo. You cannot add or remove these labels, but you can edit the label’s text to suit your requirements.
    Labels Code Table Page (Displaying Partial List)
    • Labels can be configured at the institution level only. Select the required institution from the You are cConfiguring filter on the Fulfillment Configuration page.
    • The Enabled column is not functional on this page and will be removed in an upcoming release.
    • For user-created license terms that appear in Primo, see Viewing User-Created License Terms that Appear in Primo.
    • For more information on the Import button, see Importing Code Table Information.
    To edit a label:
    1. On the Discovery Interface Labels code table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Labels), click Customize to the right of the label that you want to edit and modify the text in the Description field. For detailed information on the most commonly customized labels, see List of Commonly Used Labels below.
      In addition to text, you can add HTML code to the fields to change the display of labels. For example, if you modify the following fields as indicated, the output appears as displayed in the figure below.
      • c.uresolver.request.title = <font color=red>ALL FIELDS REQUIRED!</font>
      • c.uresolver.request.part_to_digitize = Enter pages to scan. Include article citation if applicable.<font color=red><b>*</b></font>
      Modified Labels in Primo Get It
    2. Click Customize at the bottom of the page to store the modified labels in the system.

    List of Commonly Used Labels

    Commonly Used Interface Labels and Where They Are Found In The Interface
    Label Code Default Value Location in Interface
    c.uresolver.locate
    Locate
    Link to locate location in library (location map). Appears both in items list (when only one holding) and holdings list (when more than one holding). 
    c.uresolver.request
    Request
     
    c.uresolver.request.submitSuccessfully
    Request Placed
    This label displays after a request has been submitted. 
    c.uresolver.request.placeInQueue
    . Place in queue is {0}
    This label displays after a request has been submitted. 
    c.uresolver.request.submitFailed
    Failed to place a request on the resource. Please contact the library.
    This label is displayed when a request submission fails.
    c.uresolver.request.title
    Details of title you requested:
    This label displays on the top of a digitization or hold request form. 
    c.uresolver.request.notNeededAfter
    Not Needed After:
    This label is on the Hold Request form. 
    c.uresolver.request.Partial.madatoty_comment
    Please add the part to digitize
    Partial digitization confirmation message
    c.uresolver.request.institution_dropdown_my_institution
    My Institution
    In fulfillment network configuration, the pickup location selection in the request form displays a My Institution option.
    c.uresolver.request.institution_dropdown_other_institutions
    Other Institutions
    In fulfillment network configuration, the pickup location selection in the request form displays a label, Other Institution, above the additional options.
    c.uresolver.request.comment
    Comment:
    This label is on the Request form. 
    c.uresolver.request.manualDescription
    Manual Description:
    The Manual Description is on the Request a different issue form. The Request a different issue link will appear in Primo Get It if the item has a description or the resource holding has a summary holdings field. This will enable requesting items that may have not been cataloged. 
    After selecting Request a different issue from the location above:
    c.uresolver.request.submitRequest
    Request
    On the hold request form, there is a Request button at the bottom of the request. 
    c.uresolver.request.refresh
    Refresh Services List
    After submitting a request, there is a link to a refresh services list. 
    c.search.htmlCreator.copy
    copy
    The count of total copies and copies available (X copy, Y available) in items list. 
    c.search.htmlCreator.copies
    copies
    Availability display
    c.uresolver.ServicesForThisTitle
    Services For This Title
     
    c.uresolver.GeneralElectronicServices
    Additional services
    This label will appear in Primo View It when there are General Electronic services available.
    c.uresolver.ServicesForRelatedTitles
    Services For Related Titles
    This label will appear in Primo View It when there are related records displayed in Primo View It.
    c.uresolver.availableOnline.full_text_prefix
    Full text available at:
    The label will appear in Primo View It when there is full text. 
    c.uresolver.availableOnline.selected_full_text_prefix
    Selected full text available at:
    The prefix for a full text link in Primo View It.
    c.uresolver.emptyList
    No full text available
    This text will appear in Primo View It when there is no electronic service. 
    c.uresolver.error
    We're sorry. An error occurred while retrieving services for this title.
    This text will appear in Primo Get It and View It if there was a processing error.
    c.uresolver.request.ill
    Resource Sharing Request:
    This text is found on the header of the request accessed from the Resource Sharing Request tab. 
    c.uresolver.request.ill.citationType.book
    Book
    Book is a Citation Type on the Resource Sharing Request tab. 
    c.uresolver.request.ill.citationType.article
    Article
    Article is a Citation Type on the Resource Sharing Request tab. 
    c.uresolver.request.ill.format.physical
    Physical
    This label is found on the Resource Sharing Request tab > Delivery Information > Format > Physical.
    c.uresolver.request.ill.format.digital
    Digital
    This label is found on the Resource Sharing Request tab > Delivery Information > Format > Digital.
    c.uresolver.request.ill.format.physicalNonReturnable
    Physical non-returnable
    This label is found on the Resource Sharing Request tab > Delivery Information > Format > Physical non returnable.
    c.uresolver.request.ill.delivery.library
    Deliver to library
    This label is found on the Resource Sharing Request tab > Delivery Location > Delivery to Library.
    c.uresolver.request.ill.delivery.alternative
    Alternative address
    This label is found on the Resource Sharing Request tab > Delivery Location > Alternative address.
    c.uresolver.request.ill.volume
    Volume:
    This label is found on the Resource Sharing Request link > Volume label (both for Article and Book citation types). 
    c.uresolver.request.ill.issue
    Issue:
    This label is found on the Resource Sharing Request tab > Citation type: Article > Issue.
    c.uresolver.availableOnline.service_is_temporary_unavailable_due_to
    Service temporarily unavailable due to
    This will appear in Primo View It when the service is unavailable and there is a reason.

    c.uresolver.availableOnline.service_is_temporary_unavailable
    Service temporarily unavailable
    This will appear in Primo View It when the service is unavailable and there is no reason (see configuration in screenshot)

    c.uresolver.getit2.request.request_options
    Request Options:
    The Request Options label appears in the list of services in Primo Get It. 
    c.uresolver.getit2.request.monograph
    Request
    The Request link is in Primo Get It. When all items are monographs, the link will be on the title level. 
    c.uresolver.getit2.request.serial
    Request
    The Request is in Primo Get It. When there are serial items, the link will be on item level. 
    c.uresolver.getit2.request.noItems
    Don't see what you need? Request Anyway
    This request option appears when the item is not available at this location. Click the link to create a request. 
    c.uresolver.getit2.holding_list.location_map
    Location Map
    This is the column title for the location map links in the holding list. 
    c.uresolver.getit2.ill_request.monograph
    Resource sharing request
    The Resource Sharing Request link displays in the request options at the title level when all items are monographs (without description) or there are no holdings. 
    c.uresolver.getit2.ill_request.serial
    Resource sharing request
    The serial Resource Sharing Request link displays in the request options at the title level when at least one of the items is serial (with description) or no items exist.
    c.uresolver.getit2.digitization_request.monograph
    Digitization
    The Digitization Request link displays in the request options at the title level when all items are monographs (without description) or there are no holdings.
    c.uresolver.getit2.digitization_request.serial
    Digitization
    The label displays in the holding item digitization service in Primo Get It.
    c.uresolver.getit2.item_list.type
    Type
    The Type column is in the holding item in Primo Get It.
    c.uresolver.getit2.item_list.policy
    Policy
    The Policy column is in the item list in Primo Get It.
    c.uresolver.getit2.item_list.status
    Status
    The Status column is in the holding item in Primo Get It.
    c.uresolver.getit2.item_list.empty
    No items exist. Please refer to the request options above
    The label is in the items list when there is a holding without items. 
    c.uresolver.getit2.request_different
    Request a different issue
    The Request a different issue link will appear in Primo Get It if the item has a description or the resource holding has a summary holdings field. This will enable requesting items that may have not been cataloged. 
    c.uresolver.getit2.digitize_different
    Digitize a different issue
    The Digitize a different issue column is in the holding item in Primo Get It.
    dlf.block.expiry
     
    Configure with {0} to display the user's block expiry on the My Account page. For example, entering Expired on {0} in the label description will be displayed as Expired on 07/07/2017.
    dlf.onHoldShelf.until
    until {0}
    This label appears in the List of Requests in My Account. The first part of the status is based on the status and therefore may not be configured. Only the text of until {0} is configurable.
    c.uresolver.request.part_to_digitize
    Part to Digitize:
    The label is in the digitization request in Primo Get It.
    c.uresolver.getit2.holding_list.empty.top
    Your search did not match any physical resource in the library
    When there are no holdings, this is the first row in Primo Get It (if the user is signed in). 
    c.uresolver.getit2.holding_list.empty.signed_in_user
    Use the link/s below in order to request the resource from other libraries
    When there are no holdings, this is the second row in Primo Get It (if the user is signed in).
     
    c.uresolver.getit2.holding_list.empty.signed_in_user.no_services
    There are no services available
    When there are no holdings and no services, this is the message shown in Primo Get It (if the user is signed in).
    c.uresolver.getit2.holding_list.empty.bottom
    Having problems? Please contact the ExLibris staff
    When there are no holdings, this description is shown at the bottom in Primo Get It (if the user is signed in).
    c.uresolver.getit2.holding_list.empty.guest_user
    In order to receive options to request the resource from other libraries, please sign in.
    When there are no holdings and user is not signed in, this is shown in Primo Get It. 
    c.uresolver.getit2.item_list.non_circulating
    Not loanable
    When item is not loanable (according to policy), the Policy under the item list will be Not loanable.
    c.uresolver.getit2.item_list.circulating
    Loanable
    When the item is loanable (according to policy), the Policy under the item list will be Loanable.
    c.uresolver.getit2.item_list.alt_call_number_prefix
    Additional location information:
    A prefix for the alternative call number appears next to an item description in the Get It items page,
    c.uresolver.getit2.item_list.status.ITEM_NOT_IN_PLACE
    Item not in place
    This is a status in the item list.
    c.uresolver.getit2.item_list.status.ITEM_IN_PLACE
    Item in place
    This is a status in the item list.
    c.uresolver.getit2.item_list.status.ACQ.with_expected_date
    On order until {0}
    This is a status in the item list (expiration date is included).
    c.uresolver.getit2.item_list.status.TRANSIT.with_expected_date
    In transit until {0}
    This is a status in the item list (expected arrival time is included).
    c.uresolver.getit2.item_list.status.NOPROCESS.with_no_expected_date
    On Shelf
    This is a status in the item list.
    c.uresolver.getit2.item_list.status.WORK_ORDER_DEPARTMENT.
    with_expected_date
    In process of {0} until {1}
    This is a status in the item list (expiration date is included).
    c.uresolver.getit2.item_list.status.LOST_LOAN.with_expected_date
    Lost since {0}
    This is a status in the item list.
    c.uresolver.getit2.item_list.status.CLAIM_RETURNED_LOAN.
    with_expected_date
    Claimed returned. Due on {0}
    This is a status in the item list (due date is included).
    c.uresolver.getit2.item_list.status.LOAN.with_expected_date
    On loan until {0}
    This is a status in the item list.
    c.uresolver.getit2.item_list.status.OVERDUE.with_expected_date
    On loan - overdue since {0}
    This is a status in the item list.
    c.uresolver.getit2.item_list.status.WORK_ORDER_DEPARTMENT.
    with_no_expected_date
    In process of {0}
    This is a status in the item list.
    c.uresolver.getit2.item_list.status.ILL.with_expected_date
    On ILL process until {0}
    This is a status in the item list (when the Resource Sharing request has a due date.) 
    c.uresolver.getit2.item_list.status.ILL.with_no_expected_date
    On ILL process
    This is a status in the item list (when the Resource Sharing request doesn't have due date).
    c.uresolver.getit2.item_list.status.TECHNICAL.with_no_expected_date
    Technical
    This is a status in the item list.
    c.uresolver.viewit.relatedTemplate
    @TITLE (@RelationType)
    This is shown in Primo View It.
    c.uresolver.missingProvider
    view full text
    This is the link to the full text in Primo View It.

    Configuring Related Records for Electronic Services

    This section applies only to Primo. For information on how to configure related records in Primo VE and Alma-Summon environments, refer to the following section:
    Related records indicate to the OpenURL link resolver that, when a user receives a certain record in the search results, another record should also be returned as related. The MARC linking entries (MARC fields 76X-78X) are used to link bibliographic records and to differentiate their relationships to users. For electronic services, the configuration of related records are useful for the following reasons:
    • Articles sought by users may be available only in related versions of the journal.
    • Metadata in the OpenURL can be for one publication, but in fact, a related journal by another name is what the end user sought.
    • Vendors may list previous or newer versions in their holdings causing inconsistencies in the Community Zone. For example, the journal Civil Engineering Systems is now named Civil Engineering and Environmental Systems.
    In the following example, Primo View It displays the available services for the discovered record and the host record:
    Related Records as Shown in Primo View It
    A close relation indicates that the two records should be considered identically useful in the search results. If the record requested in the OpenURL has close relations (MARC 773 and 774) with another record, electronic services for the related record are included in Primo View It, with no indication that these services are for the related record. To the user, it seems as if these services are for the record sent in the OpenURL. Since the relation type is very close, it can be considered equivalent; and as far as the user is concerned, no distinction needs to be made. Other types of relations are considered remote and are listed under the Services for Related Titles section in Primo View It.
    To configure close relations to appear in the same section as the related titles in Primo View It, see the Display closely related record services option in Enabling the Display of Related Records in Primo.

    Modifying the Display Labels for Related Electronic Services

    The DISCOVERY_INTERFACE_LABELS code table page enables you to modify the following labels in Primo View It:
    • Title – The following code defines the label that displays above the list of related records in Primo View It:
      c.uresolver.ServicesForRelatedTitles
    • Relationship – The label that appears for each related entry in Primo View It and Get It. To modify a label, see the relevant relationship in the table below.
    Related Records as Shown in Primo View It
    See the illustrations below for examples of entries in the Discovery Interface Labels table (DISCOVERY_INTERFACE_LABELS).
    Discovery Interface Labels Table - Services for Related Titles
    Discovery Interface Labels Table - Additional Form
    The following table presents the correlation between the MARC fields defined in the bibliographic record and the out-of-the-box labels that appear for each type of relation in Primo View It. For information on modifying labels, see Configuring Service Labels in the Discovery Interface.
    The labels and information that appear in the Primo Details section is determined by the normalization rules that are defined in Primo.
    Related Record Types
    Relation/Type MARC Field Location in Primo
    Main series entry (remote)
    760
    Indicators 0#
    $w, $x
    View It: c.uresolver.viewit.related_type_list.MAIN_SERIES = Main Series
    Subseries entry (remote)
    762
    Indicators 0#
    $w, $x
    View It: c.uresolver.viewit.related_type_list.SUBSERIES = Subseries
    Original language entry (remote)
    765
    Indicators 0#
    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.ORIGINAL_LANGUAGE = Original Language
    Translation entry (remote)
    767
    Indicators 0#
    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.TRANSLATION = Translation
    Supplement entry (remote)
    770
    Indicators 0#
    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.SUPPLEMENT = Supplement
    Supplement parent entry (remote)
    772
    Indicators 00
    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.SUPPLEMENT_PARENT = Supplement Parent
    Host item entry (close)
    773
    Indicators 0#
    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.PART_OF = Part Of
    Get It: c.uresolver.getit.related_title_display = Inventory of related ""{0}"" is listed below
    Details: Display/Is Part Of (defined in Primo normalization rules)
    Constituent unit entry (close)
    774
    Indicators 0#
    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.CONTAINS = Contains
    Other edition entry (remote)
    775
    Indicators 0#
    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.OTHER_EDITION = Other Edition
    Additional physical form entry (remote)
    776
    Indicators 0#
    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.ADDITIONAL_FORM = Additional form
    Issued with entry (remote)
    777
    Indicators 0#
    $x, $w
    View It: c.uresolver.viewit.related_type_list.ISSUED_WITH = Issued With
    Preceding entry (remote)
    780
    Indicators 00
    $w, $x, $z

    780
    Indicators 01
    $w, $x, $z

    780
    Indicators 02
    $w, $x, $z

    780
    Indicators 03
    $w, $x, $z

    780
    Indicators 04
    $w, $x, $z

    780
    Indicators 05
    $w, $x, $z

    780
    Indicators 06
    $w, $x, $z

    780
    Indicators 07
    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.PRECEDES = Precedes

    Details: Display/Relation – Related Titles: Earlier Title (defined in Primo normalization rules)
    Succeeding entry (remote)
    785
    Indicators 00
    $w, $x, $z

    785
    Indicators 01
    $w, $x, $z

    785
    Indicators 02
    $w, $x, $z

    785
    Indicators 03
    $w, $x, $z

    785
    Indicators 04
    $w, $x, $z

    785
    Indicators 05
    $w, $x, $z

    785
    Indicators 06
    $w, $x, $z

    785
    Indicators 07
    $w, $x, $z

    785
    Indicators 08
    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.SUCCEEDS = Succeeds

    Details: Display/Relation – Related Titles : Later Title (defined in Primo normalization rules)
    Data source entry
    786

    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.CONTAINS = Contains
    Other relationship entry (remote)
    787
    Indicators 0#
    $w, $x, $z
    View It: c.uresolver.viewit.related_type_list.OTHER_RELATIONSHIP = Other Relationship
    Series added entry-personal name
    800

    $w, $x
    View It: c.uresolver.viewit.related_type_list.CONTAINS = Contains
    Details: Display/Relation – Series: (defined in Primo normalization rules)
    Series added entry-corporate name
    810

    $w, $x
    View It: c.uresolver.viewit.related_type_list.CONTAINS = Contains
    Details: Display/Relation – Series: (defined in Primo normalization rules)
    Series added entry-meeting name
    811

    $w, $x
    View It: c.uresolver.viewit.related_type_list.CONTAINS = Contains
    Details: Display/Relation – Series: (defined in Primo normalization rules)
    Series added entry-uniform title
    830

    $w, $x
    View It: c.uresolver.viewit.related_type_list.CONTAINS = Contains
    Details: Display/Relation – Series: (defined in Primo normalization rules)
    Valid ISBN, ISSN, or other standard number (remote)
    020 $a, $e

    022 $a, $e

    024 $a
    View It: c.uresolver.viewit.related_type_list.REPLACED_BY = Replaced By
    Cancelled/invalid ISBN, ISSN, or other standard number (remote)
    020 $z

    022 $y, $z

    024 $z
    View It: c.uresolver.viewit.related_type_list.REPLACES = Replaces
    Linking ISSN (remote)
    022 $l
    View It: c.uresolver.viewit.related_type_list.LINKS_TO = Links To
    For more information about configuring related records, see Discovery Interface Display Logic for Related Records.

    Enabling the Display of Related Records in Primo

    To configure related records, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    The Related Record Services Configuration page enables you to configure the electronic services for related titles that appear in the Primo.
    To enable related record services:
    1. Configure the electronic services for related titles in Primo on the Related Records code table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Related Records).
      The Related Record Services Configuration page appears.
      Related Record Services Configuration Page
    2. For Enabled related record services, select Yes to enabled the features and make other selections needed.
      Related Record Services Options
      Parameter Description
      Display related services if full text is available
      Display services for related records if full text is available. Services for related records are not shown if there is a full-text service for the original record in the OpenURL.
      Display related services for serials
      Display related services for serials (which have a Journal material type).
      Display related services for monographs
      Include related services for monographs (which have a Book material type).
      Deduplicate electronic collection services
      Use deduplication of electronic collection services for remote related services. This causes Primo to display only one service if related records are associated with the same electronic collection.
      Enable direct link for related services
      Turn on the direct-linking feature.
      Display closely related record services
      How closely-related services (which are defined with MARC 773 or 774 fields in the bibliographic record) should appear:
      • As part of the original services – Closely-related services are placed in the list of regular services in Primo View It with no indication that these services are for related titles.
      • Separately from the original record services – Closely-related services are placed under the Services for Related Titles section in Primo View It.
    3. Click Save.

    Configuring Direct Linking

    To configure direct linking, you must have one of the following roles:
    • Fulfillment Administrator
    • General System Administrator
    Direct linking enables users to view an electronic service (such as full text) immediately in Primo View It instead of having to click the service’s link. If the OpenURL context object contains multiple electronic services, the OpenURL link resolver displays the first electronic service in the list (if the multiple services option is enabled). You can configure the order of the services in the Online Services Order page (see Configuring Online Services Order).
    If a search is performed with a non-Primo discovery system and direct linking is enabled, Alma’s link resolver displays the electronic service directly, bypassing Primo’s services page.
    You configure direct linking on the Direct Linking Configuration page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Direct Linking). On this page you can enable direct linking and specify situations in which direct linking is overridden.
    Direct_Linking.png
    Direct_Linking_Configuration_Page_NewUI_02_TC.png
    Direct Linking Configuration Page
    You can only configure direct linking at the institution level. Select the required institution from the You are cConfiguring filter on the Fulfillment Configuration page.
    To configure direct linking:
    1. On the Direct Linking Configuration page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Direct Linking), select Yes from the Enable direct linking parameter to enable direct linking.
      Selecting No indicates that the electronic service is not accessed directly from the search results in Primo, and users must select the service from a list provided by your link resolver (SFX or Alma).
      Selecting Yes enables direct linking and the other configuration parameters.
    2. Configure the other parameters which allow you to control direct linking based on the record. Refer to the table below for an explanation of your options.
      Direct Linking Configuration Options
      Parameter Description
      Enable direct linking when multiple services are available
      Enable direct linking even when more than one electronic service is available for the record.
      Disable direct link when additional information is available:
      • Authentication note
      • Public Note
      Disable direct linking even when additional information is available for the record.
      Authentication note
      Disable direct linking when a record's services contain an authentication note.
      Public note
      Disables direct linking when a record's services contain a public note.
      Disable direct linking for electronic collections
      Disable direct linking for electronic collections.

      New for September!

      Disable direct linking for journals

      When Yes is selected for Enable direct linking and Disable direct linking for journals is selected, direct linking is disabled under the following conditions:

      • When the Electronic material type for a portfolio is set to Journal.
        Electronic Material Type Set to Journal
        Any other electronic material type setting will not be considered and treated like a journal.
      • When Alma determines from the OpenURL that there is no indication of article-level attributes like the following:
        • Page(s) indication (rft.spage, rft.epage, rft.pages)
        • Doi (rft_id" source1="(info:doi/.*)|(doi:.*))
        • Pmid (rft_id" source1="(info:pmid/.*)|(pmid:.*)
          For example:
          …&rft_id=pmid:28274348&…)
        • Oaid (rft_id" source1="(info:oai/.*)|(oai:arXiv:.*))

      The setting for the Linking level parameter in the Electronic Service Editor is ignored, even when it is set to Journal.

      Related to disabling direct linking to journals, the following OpenURL attributes are supported:

      • Force_direct=true – This overrides any Alma configuration regarding direct linking and forces using direct linking.
      • Force_direct=false – This overrides any Alma configuration regarding direct linking and does not force using direct linking.
      • sfx.directlink=force – This is treated like Force_direct=true.
      • “disable_directlink=true&sfx.directlink=off” – This is treated like Force_direct=false.

      If both an enable direct linking and a disable direct linking attribute are stated in an OpenURL, the attribute related to disabling direct linking takes priority.

      .

      Disable direct linking for digital resources

      Disable direct linking for digital resources.

    3. Click Save.

    Configuring General Electronic Services

    To configure general electronic services, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    This section applies only to Primo. For information on how to configure general electronic services in Primo VE and Alma-Summon environments, refer to the following section:
    In addition to services found in your own collection (such as full text, requests, and so forth), Alma enables you to define general HTTP services (such as searches in ProQuest dissertations and Amazon.com, Ask a Librarian, and so forth) to present to patrons in Primo. To have these services appear in Leganto, see Enabling General Electronic Services in Leganto.
    Electronic Service Example (Primo View It)
    In order to create a general electronic service, you must be familiar with the syntax of the service’s URL, which includes any parameters that are required to query or access specific information from the service. The service’s URL along with OpenURL context object attributes returned from Alma’s link resolver are used to define the URL template, which Alma uses to create the service link that appears in Primo View It and/or Get It.
    In addition, you can configure the following display settings for general electronic services:
    To configure general electronic services:
    1. Open the General Electronic Services Configuration page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > General Electronic Services).
      GES_OldUI.png
      GES_NewUI.png
      Add Service Dialog Box
    2. Click Add Service. The Add Service dialog box opens.
      AddGES_Service_OldUI.png
      AddGES_Service_NewUI.png
      Add Service Dialog Box
    3. Enter the following service information:
      • Service Code – The internal code for the service.
      • Service Name – The internal name used for the service.
      • Service Description – The description of the service.
      • Public Name – The label for the link that displays in Primo View It and/or Get It.
      • Public Note – The note or description of the service that displays below the link in Primo View It and/or Get It.
      • Is this a Document Delivery/ILL Service – This option is applicable to Primo VE and Alma-Summon environments only. Choose one of the following options: Yes indicates that this service provides access to the resource and will appear in the specified display location. No indicates that the links to the general electronic service will display in the Links section.
      • Display Location – Specify the areas in Primo in which the link displays. For Primo the following options are valid: None, Getit, Viewit, or Getit & viewit. For Primo VE and Alma-Summon environments, the following options are valid: None, Getit & How To Getit, Viewit & How To Getit, Getit, viewit & How To Getit, and How To Getit only.
      • The URL Template – The URL where the patron is redirected when the external service link is clicked.
        The URL substitutes OpenURL fields that are enclosed in brackets ( "{" and "}") with the relevant values. For example, the referring URL’s ISBN is substituted into a URL containing: ...&isbn={rft.isbn}&...
        For example, the URL for an Amazon search for a specific ISBN:
        http://www.amazon.com/s/ref=nb_sb_ss_c_0_12?url=search-alias%3Dstripbooks&field-keywords={rft.isbn}
        When connecting to a resource sharing broker, ensure that this field contains an attribute corresponding to the broker in use. For example, when using the OCLC broker:
        http://xxx.worldcat.org/oclc/{rft.oclcnum}
        ILLiad - Books/Book Items (based on your institution’s base URL). For example:
        http://libill.XXX.edu/illiad/illiad.dll?Action=10&Form=30&rft.genre={rft.genre}&rft.title={rft.btitle}&rft.stitle={rft.stitle}&rft.atitle={rft.atitle}&rft.date={rft.pubdate}&rft.month={rft.month}&rft.volume={rft.volume}&rft.issue={rft.issue}&rft.number={rft.number}&rft.epage={rft.epage}&rft.spage={rft.spage}&rft.edition={rft.edition}&rft.isbn={rft.isbn}&rft.eisbn={rft.eisbn}&rft.au={rft.aulast},{rft.aufirst}&rft.auinit={rft.auinit}&rft.pub={rft.pub}&rft.publisher={rft.publisher}&rft.place={rft.place}&rft.doi={rft.doi}&rfe_dat={rft.oclcnum}&rfr_id={rfr_id}
        ILLiad - Articles/Journals (based on your institution’s base URL). For example:
        http://libill.XXX.edu/illiad/illiad.dll?Action=10&Form=30&rft.genre={rft.genre}&rft.title={rft.title}&rft.stitle={rft.stitle}&rft.atitle={rft.atitle}&rft.jtitle={rft.jtitle}&rft.au={rft.au}&rft.date={rft.year}&rft.month={rft.month}&rft.volume={rft.volume}&rft.issue={rft.issue}&rft.number={rft.number}&rft.spage={rft.spage}&rft.epage={rft.epage}&rft.edition={rft.edition}&rft.issn={rft.issn}&rft.eissn={rft.eissn}&rft.aulast={rft.aulast}&rft.aufirst={rft.aufirst}&rft.auinit={rft.auinit}&rft.pub={rft.pub}&rft.pubdate={rft.pubdate}&rft.pubyear={rft.pubyear}&rft.publisher={rft.publisher}&rft.place={rft.place}&rft.doi={rft.doi}&rfe_dat={rft.oclcnum}&rfr_id={rfr_id}
        ProQuest - Dissertation Service. For example:
        http://gateway.proquest.com/openurl?res_dat=xri%3Apqm&title={rft.btitle}&rft_val_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Adissertation&url_ver=Z39.88-2004&genre=dissertation
        For more information regarding OpenURL, refer to the following:
    4. Click Add and Close. The new service appears on the General Electronic Service page with the following row actions: Remove and Edit.
    5. Edit the new row to configure additional service details.
      The Service Details page appears.
      EditGES_Service_OldUI.png
      EditGES_Service_NewUI.png
      Service Details Page (Service Details Tab)
    6. To display this service to signed-in users only, select No in the Enable without login field.
    7. To display this service based on the availability of the physical resource in the institutional repository, select one of the following options for Disable Service:
      When a guest user or a user without a configured campus performs any of the campus-level disabling activities, Alma disables/hides the service based on a self-ownership check done at the institution level.
      • Never – The service is never disabled.
      • When resource is owned by the campus – The service is disabled when physical items for the resource are owned by the campus.
      • When resource is owned by the campus and available – The service is disabled when physical items for the resource are owned by the campus and are available (that is, they are not involved in a process).
      • When resource is owned by the institution – The service is disabled when there are physical items for the resource that are owned by the institution.
      • When resource is owned by the institution and available – The service is disabled when there are physical items for the resource that are owned by the institution, are in place, and are in an open location.
    8. Click the Service Availability Rules tab.
      The Service Availability Rules tab displays the rules that the system uses to determine whether a service should appear for the user. Each service has a default rule that is applied when none of the other rules apply. By default, the system does not display the service (IsDisplay=False). You can edit the default rule and add rules as needed.
      GES_ServiceAvailabilityRules_OldUI.png
      GES_ServiceAvailabilityRules_NewUI.png
      Service Availability Rules Tab
    9. Add rules regarding the OpenURL context object attributes (which may be returned by Alma’s link resolver during the user’s search) to ensure that Alma has the necessary information to display the service.
      The available attributes are standard OpenURL attributes. For more information, see Commonly Used OpenURL Attributes for the URL Template or http://www.niso.org/apps/group_public/project/details.php?project_id=82.
      1. To add a new rule, click Add Rule. The Edit Rule page opens.
        AddGES_Rule_OldUI.png
        AddGES_Rule_NewUI.png
        Edit Rule Page
      2. In the Edit Rule section, enter the rule name (required) and description (optional).
      3. In the Input Parameters section, click Add Parameter. The Add Parameter dialog box opens.
        GES_AddParameter_NewUI.png
        Edit Rule Page
      4. In the Input Parameters section, eEnter the following fields:
      5. Click Add Parameter. The parameter is added to the input parameter list.
      6. In the Output Parameters section, set IsDisplay to true.
      7. Click Save. The Service Availability Rules page displays the new rule.
    10. Click Save. The General Electronic Services page displays the new service.
    • Adding parameters within a rule will cause the parameters to have an AND relationship with each other, meaning that all values must be true before the rule is considered true. For OR conditions, where only one of values must be true, parameters should be entered separately in a new rule.
    • If multiple rules evaluate to true, the output parameter will be applied based on the first rule that is true.

    Commonly Used OpenURL Attributes for the URL Template

    The OpenURL attributes returned from Alma’s link resolver are grouped by the following general categories:
    OpenURL Attribute Categories
    Category Prefix Description
    Requester
    req.
    Information about the requesting entity, that is, the patron.
    ReferringEntity
    rfe.
    Information about the referring entity, i.e. Primo. Not used when creating service availability rules for general electronic services
    Referent
    rft.
    Information about the requested item.
    ServiceType
    svc.
    Whether a particular format of the Referent is available: "yes" or "no". For example, whether the requested target is available as an abstract or as full text. Multiple service types may be available.
    Other
    various
    Other returned values are unused, unless noted below.
    The following are commonly returned attributes that can be used to create service availability rules:
    Commonly Returned OpenURL Attributes from Alma’s Link Resolver
    Attribute PNX Mapping Description
    rft.advisor
     
    Advisor, for a dissertation
    rft.applcc
     
    Application country code in ISO two-character format, for a patent. The country in which the patent application was main.
    rft.appldate
     
    Date of application, for a patent
    rft.applyear
     
    Year of application, for a patent
    rft.artnum
    addata/artnum}
    Article number. Assigned by the publisher. A URL may be the only usable ID for an online article.
    rft.assignee
     
    Assignee, for a patent: "Smith, John J.", "IBM"
    rft.atitle
    addata/atitle
    Article or chapter title
    rft.au
    addata/au
    One author's full name: "Smith, Fred James Jr."
    rft.aucorp
    addata/aucorp
    Organization or corporation that created document: "Mellon Foundation"
    rft.aufirst
     
    First author's given name: "Fred James" May have spaces and punctuation.
    rft.auinit
    addata/auinit
    First author's first and middle initials
    rft.auinit1
    addata/auinit1
    First author's first initial
    rft.auinitm
    addata/auinitm
    First author's middle initial
    rft.aulast
    addata/aulast
    First author's last name: "Smith" May have spaces and punctuation.
    rft.ausuffix
    addata/ausuffix
    First author's name suffix: "Jr." etc.
    rft.bici
    addata/bici
    Book Item and Component Identifier (BICI code)
    rft.btitle
    addata/btitle
    Book title
    rft.cc
     
    Publication country code, in ISO two-character format: "US". See co.
    rft.chron
     
    Enumeration or chronology not in standard format: "1st quarter". Where possible, use date. See ssn and quarter.
    rft.co
     
    Publication country: "United States". See cc.
    rft.coden
    addata/coden
    CODEN (alphanumeric code)
    rft.date
    addata/date
    Publication date. For a patent, this is the date that the patent was issued. Format is YYYY, YYYY-MM, or YYYY-MM-DD.
    rft.day
     
    Publication day
    rft.dcContributor
     
    Dublin Core contributor: person, organization, or service
    rft.dcCreator
     
    Dublin Core creator: person, organization, or service
    rft.dcDescription
     
    Dublin Core description: abstract, table of contents, graphical representation, or free text
    rft.dcFormat
     
    Dublin Core format: File format, physical medium, or dimensions, such as MIME type
    rft.dcIdentifier
     
    Dublin Core identifier: Unambiguous resource identifier
    rft.dcLanguage
     
    Dublin Core language: Resource language
    rft.dcPublisher
     
    Dublin Core publisher: person, organization, or service
    rft.dcRelation
     
    Dublin Core relation: A related resource
    rft.dcRights
     
    Dublin Core rights: Rights information
    rft.dcSource
     
    Dublin Core source: A related resource from which this resource was taken
    rft.dcSubject
     
    Dublin Core subject: keywords and classification codes
    rft.dcTitle
     
    Dublin Core title: Resource title
    rft.dcType
     
    Dublin Core type: nature and genre, such as described by DCMITYPE. For format, see dcFormat.
    rft.degree
     
    Degree issued, for a dissertation
    rft.doi
    addata/doi
    DOI (digital object identifier) field
    rft.edition
    display/edition
    Book edition, typically a phrase, with or without numbers: "First edition", "4th ed.".
    rft.eisbn
    addata/eisbn
    International Standard Book Number for electronic version. May be multiple ISBNs, separated by commas. May contain a hyphen. May or may not be distinct from rft.isbn.
    rft.eissn
    addata/eissn
    International Standard Serial Number for electronic version. May be multiple ISSNs, separated by commas. May contain a hyphen. May or may not be distinct from rft.issn.
    rft.epage
    addata/epage
    End page of article/chapter within volume/issue.
    rft.format
    addata/format
    MIME type of the format
    rft.genre
    addata/genre
    One of:
    • article: document published in a journal
    • book: complete in a single part, often identified by an ISBN
    • bookitem: section of a book, usually with a title or number
    • conference: record of a conference (one or more conference papers)
    • issue: single issue
    • preprint: paper or report published in print or electronically prior to publication in journal or serial
    • proceeding: conference presentation published in a journal or serial publication
    • report: report or technical report published by an organization, agency, or governmental body
    • unknown
    rft.inst
     
    Issuing institution, for a dissertation
    rft.inventor
     
    Inventor’s full name: "Smith, John J.". For a patent.
    rft.invfirst
     
    Inventor’s given names: "John J.". For a patent.
    rft.invlast
     
    Inventor’s last name: "Smith". For a patent.
    rft.isbn
    addata/isbn
    International Standard Book Number. Nine digits plus a check digit. May contain hyphens.
    rft.issn
    addata/issn
    International Standard Serial Number. May contain a hyphen. ISSN for a book may be associated with the series.
    rft.issue
    addata/issue
    Journal issue: "Spring 1998". Typically numeric.
    rft.jtitle
    addata/jtitle
    Full journal title: "Journal of the American Medical Association". For abbreviated title, use stitle.
    rft.kind
     
    Patent kind code, for a patent: "AU A1". Kind codes are meaningful within the country of origin.
    rft.number
     
    Application number, for a patent
    rft.month
     
    Publication month
    rft.oclcnum
    addata/oclcid
    OCLC control number or journal level OCLC number. May be multiple OCLC control numbers, separated by commas.
    rft.pages
    addata/pages
    Start and end pages of article/chapter within volume/issue: "53-58". Can also contain pages not in sequence, e.g. "12-6,64-67". See spage and epage.
    rft.part
    addata/part
    Either a subdivision of, or in place of, volume. Examples: "B", "Supplement".
    rft.place
    addata/cop
    Publication place: "New York".
    rft.prioritydate
     
    Priority date, for a patent
    rft.pub
    addata/pub
    Publisher name: "Harper and Row".
    rft.pubdate
     
    Publication date, for a patent
    rft.publisher
     
    Publisher name
    rft.pubyear
     
    Year of publication
    rft.quarter
    addata/quarter
    Chronology: "1", "2", "3", or "4". For non-standard chronology, use chron.
    rft.series
    addata/seriestitle
    Title of the series that contains this book. There may also be an ISSN associated with the series.
    rft.sici
    addata/sici
    Serial Item and Contribution Identifier (SICI code)
    rft.spage
    addata/spage
    Start page of article/chapter within volume/issue
    rft.ssn
    addata/ssn
    Season: "winter", "spring", "summer", or "fall". For non-standard season, use chron.
    rft.stitle
    addata/stitle
    Abbreviated journal title: "J Am Med Assn". For full title, use jtitle.
    rft.title
     
    Book title (deprecated: use btitle), journal title (deprecated: use jtitle), dissertation title, patent title
    rft.tpages
     
    Total pages: "392". Typically only for monographs (books and printed reports). May not be numeric: "F96".
    rft.volume
    addata/volume
    Journal volume: "124". Typically numeric, but may be roman numerals, etc.
    svc.abstract
     
    Abstract
    svc.any
     
    Any format
    svc.citation
     
    Citation
    svc.fulltext
     
    Full text
    svc.holdings
     
    Holdings information
    svc.ill
     
    Interlibrary loan

    Configuring Viewer Services

    To configure viewer services, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    You can configure the digital viewers available in Alma.
    Viewer Services
    There are two viewers available in Alma out-of-the-box: the Alma Viewer and the Universal Viewer. The Alma Viewer is Alma’s default viewer. It uses the browser’s HTML5 players and so is capable of displaying any format that is natively supported by the different browsers (such as various video, audio, and image formats). For other formats it provides a download option.
    The Universal Viewer is based on IIIF – the International Image Interoperability Framework, and it provides advanced capabilities for viewing high-resolution images for the tiff, jpeg, and jpeg2000 formats.
    You can enable, disable, edit, add and remove digital viewers on the Viewer Services page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Viewer Services).
    To add a digital viewer, click Add Service.
    Add Digital Viewer
    To configure the service availability rules for a viewer:
    1. Select Edit for a viewer and click the Service Availability Rules tab.
      Service Availability Rules
    2. Click Add Rule. The following appears:
      Add Service Availability Rule
    3. Enter a name and description.
    4. In the Input Parameters section, click Add Parameter. The following appears:
      Add Parameter
    5. Select a name, operator, and value, and click Add parameter.
    6. In the Output Parameters section, select True or False from the Display drop-down list to determine if the viewer is displayed when the rule is true or when it is false.
    7. Click Save.
    The rule is added to the list of service availability rules.

    Configuring the Order of Online Services

    To configure the order of online services, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    With the Online Services Order page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Online Services Order), you can configure the order of the services that appear in the services results list in Primo View It. You can also assign services to appear in the first or last group in the list, and then be alphabetized in the three groups (first, unspecified, and last). The top service defined can be used by Primo’s direct linking option, from the search result record.
    Online Services Order Page
    You can only configure the online services order at the institution level. Select the required institution from the You are cConfiguring filter on the Fulfillment Configuration page.
    To configure the display order of services:
    1. On the Online Services Order page, click Add To Top to configure the order of services at the top of the list. The Add To Top dialog box opens.
      Add To Top Dialog Box
      To configure the order of services at the bottom of the list, click Add to Last Services. The Add to Last Services dialog box opens, displaying the same fields as the Add to Top dialog box.
    2. In the Service type field, select the service type. Select from:
      • DB Service
      • Full Text
      • Selected Full Text
    3. In the Service name field, select the name for the selected service type. The Service value field appears.
    4. In the Service value field, browse and select a service value. Click Add to add the service and enable adding another service, or click Add and Close to add the service and close the dialog box. The services appear on the Online Services Order page.
      You can specify the exact sequence of services by clicking the arrows in the Move Up and Move Down columns.
    5. In the Display CZ collections first field, select one of the following options:
      • Yes – The online resources are sorted alphabetically in each level (top, unspecified, and last). In addition, Community Zone resources are alphabetized and listed first in each level.
      • No – The online resources are sorted alphabetically in each level (top, unspecified, and last) only. Priority is not given to Community Zone resources.
      You can also set this priority with the uresolver_display_cz_records_first parameter in the Customer Parameters mapping table. For more information, see Configuring Other Settings.
    6. If you set Prefer source service to Yes, you improve the sorting relevance of online resources offered by the Alma Services Page for OpenURLs coming from Primo Central. This option places the highest priority on services that match the source of the OpenURL. For example, if a user searching Primo Central discovers an article from Gale and the Alma Link Resolver can offer services from Gale and EBSCO, Alma will place the service from Gale at the top of the results, followed by the remaining electronic services as defined in the sort settings for this page. This is the recommended option.
    You can also set this priority with the uresolver_use_source_to_target_ordering parameter in the Customer Parameters mapping table. For more information, see Configuring Other Settings.
    If a service was hidden using the display logic rules, it will not appear, regardless of the value selected for this option.

    Configuring the Order of General Electronic Services

    To configure the order of general electronic services, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    With the General Electronic Services Order page, you can configuring the order in which general electronic services appear in Primo. Like other services, you can also assign services to appear in the first or last group in the list, or order them in a specific sequence.
    General Electronic Services Order Page
    You can only configure the order of general electronic services at the institution level. Select the required institution from the You are cConfiguring filter on the Fulfillment Configuration page.
    To configure the display order of general electronic services:
    1. On the General Electronic Services Order page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > General Electronic Services Order), click Add Service to configure the order of services at the top of the list of results. The Add Service dialog box opens.
      Add To Top Dialog Box
    2. In the Service type field, select General Electronic Service.
    3. In the Service name field, select the name for the service type. The Service value field appears.
    4. In the Service value field, select a service value. Click Add to add the service and enable adding another service, or click Add and Close to add the service and close the dialog box. The services appear on the General Electronic Services Order page.
      You can specify the exact sequence of services to appear by clicking the arrows in the Move Up and Move Down columns.

    Configuring the Order of Locations in Primo Search Results

    To configure the order of Primo search results, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    Alma determines the location display priority primarily by availability. Holdings with the greatest number of available items are displayed first (this cannot be configured). In addition, Alma enables you to give preference to locations that match the IP address of the patron’s IP address. These locations include the AVA $$P field. For more information, see the following topic: Discovery in Collaborative Networks
    Based on one or more of the following criteria, holdings locations are displayed in order on the first page in Primo Get It:
    • According to the holdings’ locations and their proximity to the patron, according to the library IP address. The locations in the libraries closest to the patron appear at the top of the holdings list. If this criteria is used, it takes priority over the holdings' availability.
    • According to the holdings’ availability, in the order (by default):
      1. In temporary locations
      2. In permanent locations
      3. In remote locations
    You select this order on the Locations Ordering Profile page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Locations Ordering Profile).
    LocationsOrderingProfile_OldUI.png
    LocationsOrderingProfile_NewUI.png
    Locations Ordering Profile Page
    You can configure this ordering at the institution level only. Select the required institution from the You are cConfiguring filter on the Fulfillment Configuration page.
    To configure a locations ordering profile:
    1. On the Locations Ordering Profile page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Locations Ordering Profile), select Yes in the Use “IP best location” sorting field to configure the display of holdings by location. IP addresses must be defined for the libraries.
      No indicates that holdings are displayed by availability and that for the display of holdings locations, IP addresses do not need to be defined. The default value is No.
      IP addresses can be configured:
    2. In the Prefer remote storage field, select Yes to increase the priority of remote storage items when viewing results in Primo Get It, publishing to Primo, or the Primo RTA.
    3. Click Save.

    Configuring Other Settings

    On the Other Settings page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Other Settings), additional settings are available to configure how Alma information appears in Primo.

    Include Representation Services Statistics in Analytics

    The Include Representation services in link resolver statistics parameter allows you to include representation services usage in analytics link resolver statistics.

    Configure Maximum Number of Representations in Primo

    The Max. Number of Representations in View It parameter allows you to define the maximum number of digital representations that appears in Primo View It. If there are more representations to display than the number configured here, a More... link appears. The patron can click More... to display the full list of representations available in a new browser tab.

    Displaying License Information

    Alma allows you to display an electronic resource's license information in Primo View It. The displayed terms of the license can be configured in Alma, as well as the license-related labels that display in Primo View It.
    This section applies only to Primo. For information on how to configure license information to display in Primo VE and Alma-Summon environments, refer to the following section:
    ShowLicenseLinkViewItTab.png
    Show License Link in Primo View It (Classic Primo UI)
    After the user clicks the Show license link, the name of the link changes to Hide license, and the license information appears as configured in Alma:
    ShowLicenseInfoViewItTab.png
    License Terms Displayed in Primo View It (Classic Primo UI)
    For more information, view the Display License Information in Primo View It video (5:02 mins).
    To configure the display of license-related information, the following roles are necessary:
    • Acquisitions Administrator
    • Fulfillment Administrator
    • General System Administrator
    To display license information in Primo View It:
    1. Specify which license terms to display in Primo View It. For information on the Display to Public field, see To add a license term:.
    2. If needed, modify the license-related labels, which are defined by the codes that contain a c.uresolver.viewit.license prefix. For more information, see Configuring Labels.
    3. Open the Other Settings page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Other Settings).
       
      FulfillmentOtherSettings_OldUI.png
      FulfillmentOtherSettings_NewUI.png
      Other Settings Page under Fulfillment Configuration
    4. Select the Enable Display of License Information check box.
    5. Click Save.
    For more information on configuring the license terms in Alma, see Managing License Terms.

    Filtering the Library List for Availability in Primo

    You can filter the list of libraries that initially appear in Primo Get It when presenting availability information about an inventory item. If libraries are configured, these libraries initially appear for the item; the patron can see all of the libraries after removing the filter. If no libraries are configured, all libraries appear by default.
    This functionality is not applicable to Primo VE and Alma-Summon environments.
    You control this list on the Primo View Mapped into Alma Libraries page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Primo View to Libraries).
    Mapping a Primo View to Libraries
    To add libraries to the list of initial libraries:
    1. On the Primo View Mapped into Alma Libraries page, for each library enter the library name to display and the library code. To find library names and codes, see Adding/Editing Institution Libraries.
    2. When you are done, click Customize.

    Customizing Primo Request Forms

    To configure the displayed fields on the Primo request forms, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    This section applies only to Primo. For information on how to configure request forms for Primo VE and Alma-Summon environments, refer to the following sections:
    You can hide non-mandatory fields on Primo request forms: hold request, booking request, and digitization request. All fields, except the General Use Label field, are visible by default.
    For the digitization request form, you can customize the default value for the Partial field using the uresolver_partial_digitization_default_value parameter on the Other Settings page (see Configuring Other Settings) and then hide it using this feature. This is useful, for example, to restrict patron digitization requests to partial digitization requests.
    The General Use Label field is hidden by default. This field is a general field for providing information to the patrons. To configure this text, see Configuring Service Labels in the Discovery Interface.
    The forms are customized on the following pages:
    • Hold Request Form - Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Hold Request Form Customization
      Hold Request Form Customization Page
    • Booking Request Form - Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Booking Request Form Customization
      Booking Request Form Customization Page
    • Digitization Request Form - Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Digitization Request Form Customization
      Digitization Request Form Customization Page
    To customize the visible fields on a Primo request form:
    1. On the relevant page (see above), for each field that you want to change, click Customize and then select the desired option from the Display to Public drop down box (No to hide the field, Yes otherwise).
      Mandatory fields such as the Pickup Location field cannot be hidden.
    2. Click Save.

    Customizing Primo Resource Sharing Forms

    To configure the displayed fields on the Primo resource sharing forms, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    This section applies only to Primo. For information on how to configure resource sharing forms for Primo VE and Alma-Summon environments, refer to the following sections:
    For more information about customizing Primo's resource sharing forms, see the Customizing Primo Resource Sharing Forms video (1:03 mins).
    You can hide non-mandatory fields on Primo resource sharing request forms. All fields are visible by default.
    You must enable the rs_use_new_mashup_form parameter on the Other Settings page (see Configuring Other Settings) for the Resource Sharing Form Customization link to appear on the Fulfillment Configuration menu.
    Access the Resource Sharing Form Customization page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Resource Sharing Form Customization).
    Resource Sharing Form Customization Page
    The currency in the Maximum Fee field label may be suppressed. Set the rs_add_currency_to_mashup_form customer parameter to False. For more information, see Configuring Other Settings (Fulfillment).
    To customize the visible fields on a Primo request form:
    1. You can set the order of the fields on the request form, by sorting the fields in this mapping table. There are two methods to change a field's location in the list.
    2. Click the up or down arrow next to the field to move until the field is in the desired order.
    3. Select the check box to the left of the arrows. In the drop-down box below the section, select a field name or First or Last. Click the Move Selected button. If a field name is chosen, the checked field will move to the position just above the field in the drop-down box.
      Italicized fields in the Book fields and Article fields sections may not be moved. Italicized fields in the Delivery information fields section will move together as a group with the non-italicized field immediately above them.
      The Copyright and Copyright statement fields in the Delivery information fields section must be kept together but are not programmatically restricted to move as a together as a group.
    4. Select or deselect the Mandatory and Visible check boxes as desired.
    5. Click Save.
    The default level of service is only selected in Primo when using the new form (by setting the rs_use_new_mashup_form parameter to True).

    Configuring Primo Fines & Fees Currency Symbols

    To configure the displayed currency symbols on the Primo fines and fees listing, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    Currently, this capability is applicable to Alma-Primo environments only.
    You can define the currency symbol exposed to the Primo user in Fine & Fees under My Account. The table is empty by default and can be customized according to the institution's enabled languages.
    Access the Currency Symbols page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Discovery Interface Display Logic > Currency Symbols).
    Currency Symbols
    To configure currency symbols:
    1. Add a row for the currency type, including the currency description and whether the description is the default for this currency. Click Add Row.
    2. From the Filter drop-down, select the language for which you will enter a translation value.
    3. In the Translation field of the currency, enter the value that will appear in the translation of the Primo Fines & Fees page.
    4. If there are additional languages that will use a translation value, select the next language from the Filter drop-down and repeat step 3.
    5. Click Save.