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Discovery Interface Display Logic

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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 > 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 configuring filter on the Fulfillment Configuration page.
  • The rules are checked in sequential order from top to bottom, and the first one that applies is used. Later rules in the list that would match are ignored.
The following actions can be performed on this page:
  • Add a display logic rule (see Adding Display Logic Rules)
  • Disable/enable a display logic rule (click the yellow check mark to the left of the display logic rule.)
  • Delete a display logic rule (Actions > Remove)
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 > 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 > 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 configuring 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 > 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.
Primo Get It Journal Request a Different Issue highlighted.png
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

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. On the Fulfillment Configuration page (Fulfillment > Fulfillment Configuration > Configuration Menu), click Related Records under Discovery Interface Display Logic.
    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 > 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
You can only configure direct linking at the institution level. Select the required institution from the You are configuring filter on the Fulfillment Configuration page.
To configure direct linking:
  1. On the Direct Linking Configuration page (Fulfillment > Fulfillment Configuration > Configuration Menu > Discovery Interface Display Logic > Direct Linking), select Yes from the Enable direct linking field to enable direct linking.
    Selecting No indicates that the electronic service is accessed using a link in Primo View It or on the Alma UResolver Screen page.
    Selecting Yes enables the other fields to be configured.
  2. Configure the other fields, which allow you to control direct linking based on the search results:
    • Enable direct linking when multiple services are available – Enable direct linking even if more than one electronic service is returned in your search.
    • Disable direct linking when additional information is available – Disable direct linking when additional information is returned:
      • Authentication note – Disable direct linking when services contain an authentication note.
      • Public note – Disables direct linking when services contain a public note.
    • Disable direct linking for electronic collections – Disable direct linking when the search results return an electronic collection.
    • Disable direct linking for digital resources – Disable direct linking when the search results return a digital resource.
  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
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. On the Fulfillment Configuration menu (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment), click General Electronic Services under Discovery Interface Display Logic. The General Electronic Services page opens.
    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
You can enable, disable, edit, add and remove digital viewers on the Viewer Services page (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 > 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 configuring 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.
    Online Services Order Page with Results
    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 configuring 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 > Discovery Interface Display Logic > General Electronic Services Order), click Add To Top to configure the order of services at the top of the list of results. The Add To Top dialog box opens.
    Add To Top Dialog Box
    If you want a specific service to appear 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 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.
    General Electronic Services Order Page with Results
    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 > 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 configuring filter on the Fulfillment Configuration page.
To configure a locations ordering profile:
  1. On the Locations Ordering Profile page (Fulfillment > Fulfillment Configuration > Configuration Menu > 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 > 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.
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:
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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. On the Fulfillment Configuration menu (Fulfillment > Fulfillment Configuration > Configuration Menu), click Other Settings under Discovery Interface Display Logic.

    The Other Settings page opens.
    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 > 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 > Discovery Interface Display Logic > Hold Request Form Customization
    Hold Request Form Customization Page
  • Booking Request Form - Fulfillment > Fulfillment Configuration > Configuration Menu > Discovery Interface Display Logic > Booking Request Form Customization
    Booking Request Form Customization Page
  • Digitization Request Form - Fulfillment > Fulfillment Configuration > Configuration Menu > 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 > 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 > 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.