Skip to main content
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 services appear in the Primo View It and Get It tabs:
  • Booking request – Request to reserve an item at a specific time
  • DB service (View It) – Link to the native interface of a third-party database
  • Digitization (Get It) – Request to have an item or part of an item scanned so that it can be viewed on a computer
  • Full text (View It) – View the full text for an item online
  • General electronic services (View It and/or Get It) – Links that can be created by an institution for any purpose
  • General hold request (Get It) – 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 (Get It) – Request an item to be purchased. For more information, see Purchase Requests.
  • Representation Delivery Service (View It) – View a digital item
  • Resource sharing request (Get It) – Request to retrieve an item from another institution when the patron's institution does not have the item
  • Selected full text (View It) – 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 the View It tab, 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
The Discovery Interface Labels Code Table page (Fulfillment > Fulfillment Configuration > Configuration Menu > Discovery Interface Display Logic > Labels) contains predefined labels that appear on the Get It and View It tabs 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 Modified Labels on the Primo Get It Tab, 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 on the Primo Get It Tab
  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 the Get It tab 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 the View It when there are General Electronic services available.
c.uresolver.ServicesForRelatedTitles Services For Related Titles This label will appear in the View It tab when there are related records displayed in the View It tab.
c.uresolver.availableOnline.full_text_prefix Full text available at: The label will appear in the View It tab 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 the View It
c.uresolver.emptyList No full text available This text will appear in the View It tab 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 the Get It and View It tabs 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 the View It tab when the service is unavailable and there is a reason.
c.uresolver.availableOnline.service_is_temporary_unavailable Service temporarily unavailable This will appear in the View It tab 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 the Get It tab.
c.uresolver.getit2.request.monograph Request The Request link is in the Get It tab. When all items are monographs, the link will be on the title level.
c.uresolver.getit2.request.serial Request The Request is in the Get It tab. 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 of the Get It tab.
c.uresolver.getit2.item_list.type Type The Type column is in the holding item of the Get It tab.
c.uresolver.getit2.item_list.policy Policy The Policy column is in the item list of the Get It tab.
c.uresolver.getit2.item_list.status Status The Status column is in the holding item of the Get It tab.
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 the Get It tab 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 of the Get It tab.
New for June! 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 of the Get It tab.
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 the Get It tab (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 the Get It tab (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 on the Get It tab (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 of the Get It tab (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 on the Get It tab.
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 getit 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 in the Primo View It tab.
c.uresolver.missingProvider view full text This is the link to the full text in the Primo View It tab.

Configuring Related Records for Electronic Services

Related records indicates 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, the Primo View It tab displays the available services for the discovered record and the host record:
Related Records as Shown in the Primo View It Tab
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 the Primo View It tab, 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 the Primo View It tab.
To configure close relations to appear in the same section as the related titles in the Primo View It tab, see the Display closely related record services option in Enabling the Display of Related Records in the Primo View It Tab.

Modifying the Display Labels for Related Electronic Services

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

Details tab: 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 tab: c.uresolver.viewit.related_type_list.SUCCEEDS = Succeeds

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

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

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

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

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

$w, $x
View It tab: c.uresolver.viewit.related_type_list.CONTAINS = Contains
Details tab: 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 tab: 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 tab: c.uresolver.viewit.related_type_list.REPLACES = Replaces
Linking ISSN (remote) 022 $l View It tab: 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 the Primo View It Tab

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 View It tab.
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 the View It tab 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 the View It tab.
  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 the View It tab 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 tab 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
For information on configuring electronic services, see Adding a General Electronic Service.

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
You can configure the order of the services that appear in the services results list in the View It tab. 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.
You configure the online services order on the Online Services Order page (Fulfillment > Fulfillment Configuration > Configuration Menu > Discovery Interface Display Logic > Online Services Order).
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
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.
You configure the order of general electronic services on the General Electronic Services Order page:
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 Primo Search Results

To configure the order of Primo search results, you must have one of the following roles:
  • General System Administrator
  • Fulfillment Administrator
Holdings locations are displayed in order on the first page of the Get It tab based on one or more of the following criteria:
  • 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).
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 the Get It tab, 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), the following other settings are available to configure how Alma information appears in Primo:
  • Enable Display of License Information – Select to enable the display of an online resource's license information in the View It tab. For more information, see Displaying License Information in the View It Tab.
  • Include Representation services in link resolver statistics – Select to include representation services usage in analytics link resolver statistics.
  • Max. Number of Representations in View It – Enter the maximum number of digital representations that appear in the View It tab. 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. 

Filtering the Library List for Availability in Primo

You can filter the list of libraries that initially appear in Get It tab 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.
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
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
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
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.