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    Configuring Request Forms for Primo VE

    For Alma-Summon environments, see Configuring Request Forms.

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    Introduction

    Alma enables users to fill out various request forms so that they can provide additional information when requesting an item with the Full Display or Services page in Primo VE. The displayed request types are based on the inventory type of the record and display logic rules. For more information, see Configuring Discovery Interface Display Logic for Primo VE.

    In the following example, the user may place the following types of requests on the book: Request and Digitization.

    PVE_RequestOptions_GetIt.png

    Request Options for Physical Inventory in Get It

    Selecting the Request link and then the Booking request type opens the Booking Request Form, which allows you to check the item's availability for the specified date and time and to send the request, which is handled by the library.

    PVE_BookingRequest_CheckAvailability.png

    Booking Request Form - Check Availability

    In addition, Primo VE allows you to create links in the Main Menu that open the following blank request forms: Resource Sharing and Purchase Request. For more information, see Configuring the Links Menu.

    PVE_BlankRequestForms.png

    Links to Blank Request Forms

    The following table lists the mapping tables that allow you to customize the various request forms:

    Request Configuration Mapping Tables
    Link in Alma Request Form
    Digitization Request Digitization Optional Parameters (see Configuring a Request Form) – This mapping table defines the optional fields that appear in digitization requests.

    Requests from Primo VE are handled in Alma. For information regarding Alma workflows and configuration, see Requests in Alma.

    Hold and Booking Request Request (Hold and Booking) Optional Parameters (see Configuring a Request Form) – This mapping table defines the optional fields that appear in hold and booking requests.

    Requests from Primo VE are handled in Alma. For information regarding Alma workflows and configuration, see Requests in Alma.

    Purchase Request Purchase Request Optional Parameters (see Configuring a Request Form) – This mapping table defines the optional fields that appear in purchase requests.

    Requests from Primo VE are handled in Alma. For information regarding Alma workflows and configuration, see Requests in Alma.

    Resource Sharing Request Resource Sharing Form Customization (see Configuring the Resource Sharing Request Form) – This page contains the following sections, which allow you to configure various aspects of the Resource Sharing Request form:
    • Resource sharing request fields – This section configures the general fields, which apply to book and article requests. This section allows you to specify the order of fields, show/hide fields, and indicate which fields users must populate.
    • Book request – This section configures the fields associated with book requests. This section allows you to specify the order of fields, show/hide fields, and indicate which fields users must populate.
    • Article request – This section configures the fields associated with article requests. This section allows you to specify the order of fields, show/hide fields, and indicate which fields users must populate.
    • Delivery fields – This section configures the fields associated with the delivery of the book or article. This section allows you to specify the order of fields, show/hide fields, and indicate which fields users must populate. In addition, some of the fields allow you to specify a default, which may be useful when hiding a field.
      The Copyrights field enables the Copyrights dialog box that appears after a user submits a resource sharing request. The following mapping codes are associated with the labels in the Copyrights dialog box: AlmaResourceSharing.copyright.title, AlmaResourceSharing.copyright.message, AlmaResourceSharing.cancel, and AlmaResource.agree.
    The Resource Sharing Labels code table (see Configuring Display Labels for Primo VE) allows you to modify the labels that display on the Resource Sharing Request form and the Copyrights dialog box.

    Requests from Primo VE are handled in Alma. For information regarding Alma workflows and configuration, see Requests in Alma.

    Configuring Non-Resource Sharing Request Forms

    For requests other than resource sharing requests, you can decide which fields to display to the end users and also provide a default value for each field.
    To configure a request form other than the Resource Sharing Request form:
    1. Open the form you want to configure (Configuration Menu > Discovery > GetIt Configuration > Digitization Request, Configuration Menu > Discovery > GetIt Configuration > Hold and Booking Request, or Configuration Menu > Discovery > GetIt Configuration > Purchase Request).
    2. Select Customize to allow the form to be customized. You only need to do this the first time.
    3. In the Display to Public column, select Yes (viewable to users) or No (not viewable to users) for each field.
    4. In the Default column, specify a default value for the field if necessary. An empty field indicates that there is no default value for the field.
    5. Select Save to save your changes to the mapping table.

    Configuring Resource Sharing Request Forms

    For resource sharing requests, you can decide which fields to display to the end users, indicate whether a field is required, and also provide a default value for some fields.
    To configure the Resource Sharing Request form:
    1. On the Resource Sharing Request Form page (Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request), select Customize to allow the form to be customized. You only need to do this the first time.
    2. Select the Mandatory check box if the user must specify this field in the form.
    3. Select the Visible check box if you want this field to appear on the form.
    4. In the Default column, specify a default value for the field if necessary. An empty field indicates that there is no default value for the field.
    5. Select Save to save your changes to the mapping table.
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