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  4. Content Reuse for Primo
  5. Configuring Discovery Views for Primo VE
  6. Configuring the Full Display Page

Configuring the Full Display Page

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  1. Expanding the Display of a Service on the Full Display Page
  2. Ordering the Services on the Full Display Page
  3. Configuring the Requests Service
    1. Displaying All Request Options
    2. Setting the Default Request Type for Hold/Booking Requests
  4. Configuring the Get It Service
  5. Configuring the Details Service
  6. Configuring the Links Service
  7. Configuring the Browse Shelf Service
  8. Configuring the Quick Access Service
  9. Configuring the Search Inside Service
  10. Displaying the More from the Same Service
  11. Displaying the May Also Be Held By Service
Translatable

The Full Display page opens when a user selects an area within a record's brief display that does not contain hypertext links. Selecting the title or the availability link in the record's brief display may also take the user to the Full Display page.

NDE_VC_FullDisplay_Services.png

Full Display Page (NDE UI)

PrimoVE_FullDisplay_ServicesExample.png

Full Display Page (Original UI)

The Full Display page contains various sections called services. If a service is irrelevant to a record, it does not appear on the Full Display page. The Full Record Services tab enables you to configure the order of services, the display lines for the Details service, additional links, and whether citation trails and times cited information are displayed.

  • The Services page looks very similar to the Full Display page, but it does not allow users to perform searches and may not permit access to other pages and functionality (such as My Library Card). To support both types of pages, you need to configure only a single view in Primo VE.

  • The display lines and actions on the Full Display page are configured with the Brief Record Display tab.

Primo VE displays the following services when applicable to the record:

  • Get It, View Online, How to Get It – (Original UI only) These sections enable users to request physical items, view electronic materials, or obtain materials from other sources.

    The Get It service displays when the library has physical items. For information on configuring custom location sorting, see Configuring the Get It Service.

    PrimoVE_GetItService.png

    Get It Service (Original UI)

    The View Online (or View It) service displays when the record is available electronically.

    PrimoVE_ViewOnlineService.png

    View Online Service (Original UI)

    The How to Get It service displays only general electronic services that are delivery-related (such as an ILL service) and appears only when the record has no holdings. For more information, see Adding a General Electronic Service.

    PrimoVE_HowToGetItService.png

    How to Get It Service (Original UI)
  • Requests – (NDE UI only) The Requests section displays all available request options from Alma (including physical hold, booking, purchase, resource sharing, digital, and general electronic service for Get It) and Rapido. Depending on the type of request for Alma, either a Request button or a link is provided. Holdings information appears in the Locations section. For more information, see Configuring the Requests Service.

    NDE_RequestsService1.png

    Requests Section (NDE UI)
  • View Online – (NDE UI only) The Requests section will be displayed when the record is available electronically. When available, various subsections will be displayed in the following order: Full text availability, Additional services, and Services for related titles.

    NDE_ViewOnlineSection1.png

    View Online Section (NDE UI)
  • Digital Services – (NDE UI only) This section displays versions of digital content (Alma-D); selecting a version opens a viewer for that version's content.

    NDE_DigitalVersionsSection.png

    Digital Services Section (NDE UI)
  • Locations – (NDE UI only) This section displays the availability of the items grouped by location or library location and provides item-level request options. For information on configuring custom location sorting, see Configuring the Get It Service.

    NDE_FD_LocationsSection.png

    Locations Section (NDE UI)
  • Availability at Consortium Libraries – (NDE UI only) In consortia, this section displays the availability of the item at other institutions in the consortium. Selecting an institution expands the section to show additional information about availability at that institution. Users can also request available items directly from the UI.

    Availability at Consortium Libraries section in the Full Display.

    Availability at Consortium Libraries Section (NDE UI)
  • Links – This section displays additional links (such as Display source record) and general electronic services that are not delivery-related. For more information, see the following sections: Configuring the Links Service and Adding a General Electronic Service.

  • Search Inside – This section allows users to search for articles within a periodical (including journals, magazines and newspapers) if the record has an ISSN. For more details, see Configuring the Search Inside Service.

  • Details – This service displays more details about the record and lets you include more information than in the brief results. For more information, see Configuring the Details Service.

  • Citations – This service displays a record's citation information. For more information, see Configuring the Display of Citations (Original UI) and Configuring the Display of Citations (NDE UI).

  • Browse Shelf – This service enables users to visually browse a library shelf in relation to the selected record so that users may find other items that are related to their search. For configuration information, see Configuring the Browse Shelf Service.

  • Quick Access – (Original UI only) This service lets users visually browse a record's representation files  using Alma's new digital viewer. For more information, see Configuring the Quick Access Service.

  • More from the Same Course/Collection – This service expands the current title search. It enables users to browse items in additional collections and courses containing the current title. For more details, see Displaying the More from the Same Service.

  • May Also Be Held By – This service provides links to this resource at other locations (such as non-Alma institutions). If this service is not enabled and configured for your institution, it does not appear as a service on the Full Record Services tab. For more details, see Displaying the May Also Be Held By Service.

Expanding the Display of a Service on the Full Display Page

With the NDE UI, you can decide whether to expand or collapse a service's display. When collapsed, users must select the Plus icon to expand the view of the section.

NDE_ExpandService_PlusIcon.png

Collapsed Services with a Plus Icon
To expand a service's display:
  1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view.

  2. Select the Full Record Services tab.

    NDE_VC_ExpandServices_CheckBox.png

    Full Record Services Tab (NDE UI)
  3. If you have not already done so, select Customize to allow the services to be customized.

  4. Select the Expand by default check box for each service you want expanded.

Ordering the Services on the Full Display Page

The Full Record Services tab enables you to select the order of the services (such as View It and Get It) on the Full Display page.

To order services on the Full Display page:
  1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

  2. Select the Full Record Services tab.

    PVE_VC_FullRecordServices_Ordering.png

    Full Record Services Tab (Original UI)

    NDE_VC_FullRecordServices_Ordering.png

    Full Record Services Tab (NDE UI)
  3. If you have not already done so, select Customize to enable you to modify the services.

  4. For the NDE UI, select the row's handle icon to drag the row to the desired position in the list. For the Original UI, select the up/down buttons as needed to change the order of the services.

    Primo VE displays the Citation section last regardless of its setting on this tab. For a CSS workaround, see Display order of the full view left menu.

Configuring the Requests Service

(NDE UI only) The Requests service displays the request options for a record.

Displaying All Request Options

If there are more than three request options available for a resource, you can choose whether the Requests section is expanded to show them all, or collapsed to show only the first three options. In the latter case, users must select the View all request options link to see all request options. This setting is configured per View.

To enable the display of all request options by default:
  1. Open the View List page (Configuration Menu > Discovery > Display Configuration > Configure Views) and edit your view to open the View Configuration page.

  2. Select the Full Record Services tab.

  3. Select Configure in the row containing the requests code to open the Requests Configuration dialog box.

  4. Select the Display all requests in expanded mode check box. The list of request options is expanded by default.

  5. Select Done to save your settings.

Setting the Default Request Type for Hold/Booking Requests

By default, if both a hold option and a booking option are available for a resource, the hold option (Request) is initially selected under Request Type when the user first opens the Request form. The user can then change the selection to Booking if they wish. You can choose to make Booking the initial selection for this field instead. To do so, in the Discovery Customer Settings page (Configuration Menu > Discovery > Other > Customer Settings), change the value of the default_hold_request_type parameter to booking.

Request form showing the Request and Booking options for the Request Type field.

Request Type Field with Two Options, Request (Hold) and Booking

Configuring the Get It Service

For both the Original and NDE UIs, the Get It service displays the physical locations that hold an item. If there are multiple locations, the Get It section lists them in the order specified by Alma. If Alma has a custom sorting option enabled, the Custom Libraries Order mapping table allows you to override Alma's custom settings per view.

PVE_VC_CustomLibrariesOrder.png

Custom Libraries Order Mapping table

When enabled, the Custom Libraries Order mapping table allows you to assign a library priority for each library (1 = highest priority). For each library priority, Alma sorts these locations alphabetically by location priority and then by the number of available items. For more details about location priority, see Configuring Physical Locations.

In the following example, the highest priority is given to the Music (Stacks) location since it has the highest library priority (1) and location priority (Display first). The Main (Stacks) location is listed next because it has more available items than the Biology (Stacks) location. The Main (Juvenile) location is listed last in the library priority 1 group because it has the Display last location priority. The Law (Stacks) location is listed last because it has the lowest library priority.

Sort Order Library Priority  Location Priority # of Available Items
1 - Music (Stacks) 1 Display first 1
2 - Main (Stacks) 1 Regular display 2
3 - Biology (Stacks) 1 Regular display 0
4 - Main (Juvenile) 1 Display last 1
5 - Law (Stacks) 2 Regular display 1

All unassigned library locations are given the lowest Library Priority and sorted alphabetically by their Location Priority and then by the number of available items.

To override the custom order of locations in your view:
  1. Ensure that the Use Custom Sorting field is set to Yes on Alma's Locations Ordering Profile page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Locations Ordering Profile), and decide whether you want to override this custom sort configuration for your view. For more details, see Configuring the Order of Locations in Primo Search Results.

  2. Open the View List page (Configuration Menu > Discovery > Display Configuration > Configure Views) and edit your view to open the View Configuration page.

  3. Select the Full Record Services tab.

  4. Select Configure in the row containing the getit_link1 code to open the Custom Locations Sorting dialog box.

    PVE_CustomLocationsSorting_DialogBox.png

    Custom Locations Sorting Dialog Box
  5. Select Set custom libraries order to open the Custom Libraries Order mapping table for your view.

  6. Add a row for each library and set its library priority (1 = highest priority). All unassigned libraries are grouped together and given the lowest library priority.

  7. Select Done to save your settings.

Configuring the Details Service

The Details service displays the bibliographic information for a record (such as the contributors, description, and so forth). For details on how information is mapped from the source records to the display fields in Primo VE, see the Display sections in Mapping to the Display, Facets, and Search Sections in the Primo VE Record.

NDE_FullDisplayDetails.png

Example of a Details Service (NDE UI)

Primo VE enables you to configure the display lines for the Details service. The configuration is very similar to the configuration of the display lines in the record's brief display, but you are not limited to four display lines. Each display line can consist of multiple data fields separated by a delimiter (such as a semicolon).

To update labels for the Detail Services, customize the Full Display Labels code table (Configuration > Discovery > Display Configuration > Labels).

To configure the display lines for the Details service:
  1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

  2. Select the Full Record Services tab.

    PVE_VC_FullRecordServicesTab2.png

    Full Record Services Tab
  3. If you have not already done so, select Customize, which appears above the list of services in the Full Record Records Services tab.

  4. Select the Configure row action to modify the display fields for the Details service. The Edit Full Display Details page opens.

    PVE_VC_EditFullDisplayDetails.png

    Edit Full Display Details Page
  5. If you have not already done so, select Customize, which appears above the list of fields on the Edit Full Display Details page.

  6. On the Edit Full Display Details page, you can perform the following operations:

    • Add a new display line:

      1. Select Add Field to open the Row Fields dialog box.

      2. In the Row Fields dialog box, select Add Field.

      3. Select a field from the Code drop-down list.

      4. Select Add to add the new field.

      5. Select Add Field to add additional fields to the display line. Otherwise, select Done to return to the Edit Full Display Details page.

    • Add a field to a display line:

      1. Edit the row containing the display line that you want to modify. The Row Fields page opens.

      2. Select Add to open the Add Field dialog box.

      3. Select a field from the Code drop-down list.

      4. Select Add to add the new field and to return to the Row Fields page.

      5. On the Row Fields page, select Add to add additional fields to the display line.

      6. Select the up/down arrows to reorder the field in the display line.

      7. Select Back to return to the Display Fields page.

    • Delete an entire display line by deleting the row that contains the display line.

    • Delete a field from a display line:

      1. Edit the row containing the display line that you want to modify. The Row Fields page opens.

      2. Select the Delete row action.

      3. Select Back to return to the Display Fields page.

    • Reorder the display lines by selecting the up/down arrows.

    • Reorder fields in a display line:

      1. Edit the row containing the display line that you want to modify. The Row Fields page opens.

      2. Select the up/down arrows to reorder the fields.

      3. Select Back to return to the Display Fields page.

    • Activate/deactivate a display line by selecting the Active fields.

    • Activate/deactivate a field in a display line:

      1. Edit the row containing the display line that you want to modify. The Row Fields page opens.

      2. Select the Active field to activate or deactivate a field in the display line.

      3. Select Back to return to the Display Fields page.

    • Change the delimiter that separates the fields in the display lines:

      1. Select Edit Delimiter to open the Edit Delimiter dialog box.

      2. In the Delimiter field, type the delimiter character.

      3. Select Save to update the delimiter and to return to the Display Fields page.

    • When Leganto is integrated with your environment, you can configure the Course Information field to link to Leganto:

      1. Edit the Course Information field.

      2. In the Row Fields page, enable the Course Information field and then select a linking option from the Enable Linking to Leganto field:

        • Use a Permalink to the reading list – This option opens the Leganto My Lists page, which is pre-filtered for this reading list.

        • Use a Link to the list on the Find Lists page – This option opens the Leganto Find Lists page, which preselects this reading list.

        If you do not specify an option, linking to Leganto is disabled from the record's details.

      3. Select Done.

  7. Select Back to return to the Services page.

Configuring the Links Service

The Links service displays additional links for a record (including the Display Source Record link, which displays the record's source information).

NDE_FullDisplayLinks.png

Example of a Links Service (NDE UI)
Primo VE enables you to configure whether the Display Source Record link appears in the Links service.
To configure the Links service:
  1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

  2. Select the Full Record Services tab.

  3. If you have not already done so, select Customize, which appears above the list of services in the Full Record Records Services tab.

  4. Select the Configure row action to configure the Links service options.

  5. In the Enable Link in Full Display dialog box, select the Display Source Record checkbox if you want users to be able to view the item's source record.

  6. Select Done to save your changes.

Configuring the Browse Shelf Service

By default, Browse Shelf displays physical items that appear together on a virtual bookshelf (local material only). If you prefer, you can also display electronic material, which is based on call numbers from bibliographic headings, not just the holdings (for physical items).

NDE_FullDisplayVirtualBrowse.png

Virtual Browse (NDE UI)

Browse Shelf's results can include records with suppressed holdings, but if these records are selected, the following message is displayed:

Record cannot be displayed.
To configure Browse Shelf:
  1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

  2. Select the Full Record Services tab.

  3. If you have not already done so, select Customize, which appears above the list of services in the Full Record Records Services tab.

  4. Select the Configure row action to configure the Browse Shelf service.

  5. In the Browse Shelf Configuration dialog box, specify one of the following options and then select Done:

    • Browse Bibliographic Headings – Select this option if you want to display both physical and electronic material in Browse Shelf.

    • Browse Shelf Listing – Select this option if you want to display physical items only in Browse Shelf. This is the default option.

Configuring the Quick Access Service

(Original UI only) The Quick Access service embeds Alma's new digital viewer to enable users to access and view digital representations stored in Alma quickly. From the embedded viewer, users can download the file, open the file in a new tab or window, or select the right/left arrows to view additional representation files.

PVE_QuickAccessExample.png

Example of a Quick Access Service (Original UI)

No configuration in Primo VE is needed to enable this functionality, but you must have the new Alma Viewer enabled. The following table lists other configuration options associated with this service.

Option Description

Change the order of the Quick Access section on the Full Display page.

For more information, see Ordering the Services.

Modify the labels associated with the Quick Access section on the Full Display page.

You can modify the following code in the GetIT! Tab1 Labels code table to modify or translate the service's label:

  • nui.brief.results.tabs.quickAccess: Quick Access

For more information, see Configuring Display Labels for Primo VE.

Enable the new Alma Viewer so that it can be embedded in Primo VE.

On the Viewer Services page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Viewer Services), edit the Alma Viewer service and select the Use New Viewer checkbox.

Modify the display logic rules for quick access representations.

On the Discovery Interface Display Logic Rules page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Display Logic Rules), check the settings of the following out-of-the-box rules:

  • Hide service Representation Quick Access - When enabled, the Quick Access section is hidden in Primo VE.

  • Hide service Representation Quick Access with Obtrusive Copyrights (Alma representations only) = true - When enabled, the Quick Access section is hidden in Primo VE when obtrusive copyrights are enabled.

You can create additional rules to hide the embedded viewer with the new Representation Quick Access service.

If a digital title has more than one digital representation, the Quick Access section is not presented in the UI.

Configuring the Search Inside Service

The Search Inside section allows users to search for articles in CDI within the journal described in the record. When this feature is enabled, the Search Inside option is displayed for records as follows:

  • Local records—If the record has an ISSN (contains an addata/issn or addata/eissn field) and is a journal.

    To identify a journal, the display/type field must start with the word journal, or the record must contain an addata/jtitle field (not an addata/btitle or addata/atitle field).

  • CDI records—If the record has an ISSN (contains an addata/issn or addata/eissn field) and is a periodical.

    To identify a periodical, the display/type field must start with the word journal, or the record must contain an addata/jtitle field (not an addata/btitle or addata/atitle field), or the addata/format and addata/genre fields must be set to journal.

    If the above criteria are met for CDI records, this section may also appear for magazines and newspapers.

PrimoVE_SearchInsideService.png

Search Inside Section on Full Display Page (Original UI)

After the user enters search terms, the system performs an advanced search that returns all matching articles within the periodical.

PVE_SearchWithinJournalExample.png

Advanced Search Within Journal (Original UI)

This type of search uses the view's first blended search profile slot, which includes CDI as its initial scope in Advanced Search. If there are no blended search profile slots (including CDI), the search uses the first CDI-only search profile slot. If the view has no active search profile slots that include CDI, the Search Inside section will not appear for the periodical in its full display.

To configure Search Inside:
  1. Edit your view on the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views) to open the View Configuration page.

  2. Select the Advanced Search Configuration tab. For more details, see Adding a Search Index, Resource Type, or Language to Advanced Searches.

  3. If you have not already done so, select Customize, which appears above the List of Indexes section.

  4. Activate the issn code. If it is not in the list, use the Add Index option to add it.

  5. Select the Search Profile Slots tab. For more details, see Configuring Search Profile Slots.

  6. Activate at least one search profile slot that includes the CentralIndex code. 

Displaying the More from the Same Service

The More from the same service is enabled by default. However, you can hide it from users with this configuration. For more details, see Configuring the More From the Same Service in Primo VE.

To hide the More from the Same service:
  1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

  2. Select the Full Record Services tab.

  3. If you have not already done so, select Customize, which appears above the list of services in the Full Record Records Services tab.

  4. Select the Configure row action to open the Edit More From The Same Service dialog box.

    PVE_Edit_More_From_The_Same_DialogBox.png

    Edit More From The Same Service Dialog Box
  5. To hide the related services from appearing, clear the following checkboxes as needed and then select Done:

    • More from the same Course – When selected, the system enables the More from the same Course section in the Full Display.

    • More from the same Collection – When selected, the system enables the More from the same Collection section in the Full Display.

Displaying the May Also Be Held By Service

When this service is enabled and configured (see Configuring the "May Also Be Held By" Service in Primo VE), it appears by default on the record's Full Display page. With this configuration, you can hide this service from users.

To hide the May Also Be Held By service:
  1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

  2. Select the Full Record Services tab.

  3. If you have not already done so, select Customize, which appears above the list of services in the Full Record Records Services tab.

  4. Select the Configure row action to open the Enable May Also Be Held By in Full Display Service dialog box.

    PVE_Enable_May_Also_Be_Held_By_DialogBox.png

    Enable May Also Be Held By in Full Display Service Dialog Box
  5. To hide the service from appearing, clear the May Also Be Held By checkbox and then select Done.

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