Configuring Request Forms for Primo VE

Introduction

Alma enables users to fill out various request forms to 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 addition, you can add links to the Main Menu for blank request forms (such as Resource Sharing and Purchase Request). For information on how to add links, see Configuring the Links Menu.

The following table lists the mapping tables that enable 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 Working with Purchase Requests.
Resource Sharing Request	Resource Sharing Form Customization (see Configuring the Resource Sharing Request Form) – This page contains the following sections, which enable 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 enables 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 enables 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 enables 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 enables you to specify the order of fields, show/hide fields, and indicate which fields users must populate. In addition, some of the fields enable 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) enables 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. For consortia, configurations on this page cannot be managed and distributed centrally with the Network Zone (NZ) institution.

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 provide a default value for each field.

To configure a request form other than the Resource Sharing Request form:

Open the request form that you want to configure:

Digitization Request Form – Configuration Menu > Discovery > GetIt Configuration > Digitization Request

The following table shows which fields appear for digitization requests:

Digitization Request Field	Relevant for
calculateQueueButton	Digitization
comment	Digitization, General Digitization, Digitize Another Issue
generalUseLabel – The General Use Label field enables you to add a free-text label to the Digitization Request Form. This label is undefined by default and will not display unless defined. To configure this label, modify the description and translation for the almaDigitization.generalUseLabel code in the Digitization Labels code table (Configuration Menu > Discovery > Display Configuration > Labels).	Digitization, General Digitization, Digitize Another Issue
manualDescription	General Digitization, Digitize Another Issue
notNeededAfter	Digitization, General Digitization, Digitize Another Issue
partial	Digitization, General Digitization, Digitize Another Issue
publicationDate	General Digitization, Digitize Another Issue
copyrightDeclaration To display this field, you must also define the content of the copyright declaration in Alma. For more details, see Configuring Copyright Declarations.	Digitization, General Digitization, Digitize Another Issue Example:
genericCheckBox – See Adding a Generic Field to a Form.	Digitization, General Digitization, Digitize Another Issue
formDescription – See Adding a Description to a Form.	Digitization, General Digitization, Digitize Another Issue
The following fields appear only after the user selects the Partial check box on the Digitization Request Form:
chapterArticleAuthor	Digitization, General Digitization, Digitize Another Issue
chapterArticleTitle	Digitization, General Digitization, Digitize Another Issue
endPage	Digitization, General Digitization, Digitize Another Issue
fullChapter	Digitization, General Digitization, Digitize Another Issue
issue	General Digitization, Digitize Another Issue
part	General Digitization, Digitize Another Issue
startPage	Digitization, General Digitization, Digitize Another Issue
volume	General Digitization, Digitize Another Issue

Hold and Booking Request Form – Configuration Menu > Discovery > GetIt Configuration > Hold and Booking Request

The following table shows which fields appear for hold and booking requests:

Hold Request Field	Relevant for
comment	Hold, General Hold, Another Issue
materialType	Hold
notNeededAfter	Hold, General Hold, Another Issue
termsOfUse	Hold
checkAvailability	Hold
calculateQueueButton	Hold
chapterArticleAuthor	General Hold, Another Issue
chapterArticleTitle	General Hold, Another Issue
startPage	General Hold, Another Issue
endPage	General Hold, Another Issue
volume	General Hold, Another Issue
issue	General Hold, Another Issue
part	General Hold, Another Issue
publicationDate	General Hold, Another Issue
manualDescription	General Hold, Another Issue
genericCheckBox – See Adding a Generic Field to a Form.	General Hold, Another Issue
formDescription – See Adding a Description to a Form.	Hold, General Hold, Another Issue
addressLine1 - addressLine4	Hold (future use)
city	Hold (future use)
stateProvince	Hold (future use)
postalCode	Hold (future use)

Purchase Request Form – Configuration Menu > Discovery > GetIt Configuration > Purchase Request

The following table shows which fields appear for purchase requests:

Purchase Request Field	Notes
author
edition
isbn
issn
lccNumber
oclcNumber
publisher
publication_year
place_of_publication
requesterNotes
volume
materialType
purchaseRequestLibrary
genericCheckBox	For more information, see Adding a Generic Field to a Form.
formDescription	For more information, see Adding a Description to a Form.

Select Customize to enable the form to be customized. You only need to do this the first time.
In the Display to Public column, select Yes (viewable to users) or No (not viewable to users) for each field.
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. For checkbox fields, enter true to select that field by default.

For example, if you want the Partial checkbox selected by default on the Digitization Request Form, set Default to true for the partial field in the table.
In the Mandatory column, select this checkbox if the user must enter this field on the form.
Select Save to save your changes to the mapping table.

Configuring Blank Purchase Request Alerts

If an ISBN/eISBN is specified on the Blank Purchase Request Form (which is accessed via the Main Menu) and the PR_indicate_for_primo_if_isbn_is_exist customer parameter is set to true in Alma, the system first checks to see that the book does not already exist in the library. If it does exist, users are given a link to view the matching item and an option to cancel the request. For additional information, see Working with Purchase Requests and Configuring the Links Menu.

ISBN Already Exists Option

This functionality is enabled by default. To disable it, set the PR_indicate_for_primo_if_isbn_is_exist customer parameter in Alma (Configuration > Acquisitions > General > Other Settings) to false. For additional information, see Configuring Other Settings (Acquisitions).

In addition, the following codes in the Purchase Request Labels code table (Configuration > Discovery > Display Configuration > Labels) enable you customize/translate the labels associated with this functionality:

almaPurchaseRequest.isbnExist: A match for the identifier was found:
almaPurchaseRequest.submit: Do you still want to submit the request?
almaPurchaseRequest.approveRequest.yes: Yes
almaPurchaseRequest.approveRequest.no: No
almaPurchaseRequest.approveRequest.link: View the record

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 provide a default value for some fields. For additional configuration information, see the following sections:

Book Chaper Requests
Adding Autofill for Blank Resource Sharing Requests
Configuring Real-Time Availability Status on Resource Sharing Request Form

To configure the Resource Sharing Request form:

On the Resource Sharing Request Form page (Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request), select Customize to enable the form to be customized. You only need to do this the first time.
In the Resource sharing request fields section, select the following fields for each of the general request fields:
- Mandatory – Select this checkbox if the user must specify this field on the request form.
- Visible – Select this checkbox if you want this field to appear on the form.
In the Book request section, select the following fields for each of the book-related fields:
- Mandatory – Select this checkbox if the user must specify this field on the request form.
- Visible – Select this checkbox if you want this field to appear on the form.
In the Article request section, select the following fields for each of the article-related fields:
- Mandatory – Select this checkbox if the user must specify this field on the request form.
- Visible – Select this checkbox if you want this field to appear on the form.
In the Delivery fields section, select the following fields for each of the delivery-related fields:
- Mandatory – Select this checkbox if the user must specify this field on the request form.
- Visible – Select this checkbox if you want this field to appear on the form.
- Default – Specify a default value for the field if necessary. An empty field indicates that there is no default value for the field. Note that this field is not applicable to all fields.
Select Save to save your changes to the mapping table.

Book Chapter Requests on the Resource Sharing Request Form

Out of the box, book chapter and specific page range requests require users to select the digital fulfillment option to let the library staff know that this is not a request for the entire book from the lending library. If the Specific Chapter or Pages field is enabled and users select the I only need a specific chapter or pages checkbox, the Digital option is automatically selected in the Format field, and the Chapter and Pages fields are visible to enable users to specify the pages or chapter needed for digitization.

Specify Chapter Information

When this option is selected, the Digital option is automatically selected in the Format field, and the Chapter and Pages fields become visible to allow the user to specify the pages or chapter needed for digitization.

Configuration Options

The following table lists the configuration options associated with this functionality.

Element	Description
Resource Sharing Request page (Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request)	In the Resource sharing request fields section, the Specific chapter or pages field enables you to enable/disable this functionality on the Resource Sharing Request Form. If disabled, users will have to remember to select the Digital format. If you decide to use this functionality, make sure that you also enable the Chapter and Pages to photocopy fields in the Book request section of this page.
Resource Sharing Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)	The following code was added to support the new field on the Resource Sharing Request Form: almaResourceSharing.specificChapterPages: I only need a specific chapter or pages

Element

Description

Resource Sharing Request page (Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request)

In the Resource sharing request fields section, the Specific chapter or pages field enables you to enable/disable this functionality on the Resource Sharing Request Form. If disabled, users will have to remember to select the Digital format.

If you decide to use this functionality, make sure that you also enable the Chapter and Pages to photocopy fields in the Book request section of this page.

Resource Sharing Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

The following code was added to support the new field on the Resource Sharing Request Form:

almaResourceSharing.specificChapterPages: I only need a specific chapter or pages

Adding Autofill for Blank Resource Sharing Requests

When requesting articles with a blank Resource Sharing Request Form, users can automatically fill in the following fields based on a specified DOI or PMID: Article Title, Journal Title, Author, Volume, Issue, ISSN, Pages, Start Page, End Page, and Publication Year.

If this functionality is enabled, the system will display an Auto fill button next to the DOI and PMID fields (if visible). Selecting a button automatically populates the fields associated with that DOI or PMID. If the user had already entered a field, it is not overwritten by the autofill action.

Resource Sharing Request Form with Autofill Capability Enabled

This functionality requires the Augmentation integration profile to be configured in Alma (see Alma Resolver Augmentation). In addition, you must enable the following field pairs in the Discovery configuration to make the buttons visible on the form: DOI / DOI Auto Fill and PMID / PMID Auto Fill.

Configuring Real-Time Availability Status on Resource Sharing Request Form

When enabled, the system automatically perform a real-time availability check of an item as users open the Resource Sharing Request form.

Availability Check on Resource Sharing Request Form

After the availability check, the availability indication appears at the top of the Resource Sharing Request form. If users modify any fields on the form, they may select the Check Availability button to check for any changes to the item's availability.

Availability Indication on the Resource Sharing Request Form

Configuration Details

This feature is disabled by default. Refer to the following table to enable this feature and to customize any associated labels.

Configuration Details
Page	Description
Resource Sharing Form Customization page	In the Book Request section, update the Item Availability field: Select the Visibility check box to display the real-time availability status of items on the Resource Sharing Request form. Select the Mandatory checkbox to prevent requests from being submitted if the availability calculation does not find available copies. For more information, see the following: Resource Sharing: Item Availability Calculation and Item-Level Requesting Resource Sharing Item Availability calculation and Item Level Requests (YouTube) 2022 Knowledge Days
Get It Service Labels code table (see Configuring Display Labels for Primo VE)	Update the descriptions for the following codes if you want to customize or translate labels on the Resource Sharing Request Form: nui.request.checkAvailability.checkButtonText: CHECK AVAILABILITY nui.request.checkAvailability.inProgress: Checking item availability nui.request.checkAvailability.available : Item Available for Request nui.request.checkAvailability.notAvailable : No Item Available for Request nui.request.checkAvailability.checkFailed : Could not check item availability

Adding a Description to a Form

Each of the request forms enable you to add a message to the top of the form, which may include HTML formatting. If you add HTML formatting, you must let the system know by prefixing the text in the code's description with {include_HTML}. For example:

{include_HTML}<p class="descText">This is demo content.</p>

Example Digitization Request Form with a Formatted Description

Currently, the inline style attribute is not supported. We recommended adding CSS to your view's customization package.

To add a message to the top of the form:

Depending on the type of request form, open its associated code table and customize its description.

Code Table	Code	Default Description
Purchase Request Labels (Configuration Menu > Discovery > Display Configuration > Labels)	almaPurchaseRequest.formDescription	Form Description
Request Labels (Configuration Menu > Discovery > Display Configuration > Labels)	Request: almaRequest.formDescription Booking: almaBookingRequest.formDescription	Form Description
Digitization Labels (Configuration Menu > Discovery > Display Configuration > Labels)	almaDigitization.formDescription	Form Description
Resource Sharing Labels (Configuration Menu > Discovery > Display Configuration > Labels)	almaResourceSharing.formDescription	Form Description

Open the configuration page of the request form that you want to modify:
- Request Form – Configuration Menu > Discovery > GetIt Configuration > Hold and Booking Request
- Digitization Request Form – Configuration Menu > Discovery > GetIt Configuration > Digitization Request
- Purchase Request Form – Configuration Menu > Discovery > GetIt Configuration > Purchase Request
- Resource Sharing Request Form – Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request
Make the Form Description field visible to users and indicate whether it is mandatory.
Save the changes to the form.

Adding a Generic Field to a Form

To each request form, you can add a generic checkbox that enables you to gather additional information from the user to pass to the library.

Generic Checkbox (Default Text)

This information is returned in Alma's Comment field using the following format:

<generic checkbox label>: <true or false>

If Alma's Comment field already contains text, this field's information is appended to it.
For the Purchase Request Form, this information is returned in Alma's Requester Note field.

To add a generic checkbox to a form:

Depending on the type of request form, open its associated code table and customize the description of the genericCheckBox code.

Code Table	Code	Default Description
Purchase Request Labels (Configuration Menu > Discovery > Display Configuration > Labels)	almaPurchaseRequest.genericCheckBox	Generic Field
Request Labels (Configuration Menu > Discovery > Display Configuration > Labels)	almaRequest.genericCheckBox	Generic Field
Digitization Labels (Configuration Menu > Discovery > Display Configuration > Labels)	almaDigitization.genericCheckBox	Generic Field
Resource Sharing Labels (Configuration Menu > Discovery > Display Configuration > Labels)	almaResourceSharing.genericCheckBox	Generic Field

Open the configuration page of the request form that you want to modify:
- Request Form – Configuration Menu > Discovery > GetIt Configuration > Hold and Booking Request
- Digitization Request Form – Configuration Menu > Discovery > GetIt Configuration > Digitization Request
- Purchase Request Form – Configuration Menu > Discovery > GetIt Configuration > Purchase Request
- Resource Sharing Request Form – Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request
Make the genericCheckBox field visible to users.
Save the changes to the form.

Adding a Copyright Statement to a Form

By default, the copyright statement opens on a separate page after sending a resource sharing or digitization request. When this option is configured, the copyright statement appears on the form and requires the user to select the checkbox prior to sending the request.

Copyright Statement on Resource Sharing Request Form

Configuration Options

The following table lists the configuration options associated with this functionality.

Element	Description
Copyright Configuration Files page (Configuration Menu > Fulfillment > Copyright Management > Copyright Declaration)	To display the copyright statement on the associated request forms, you must configure the following configuration files: resourceSharingCopyrights.html DigitizationRequestCopyrightDeclaration.html
Resource Sharing Form Customization page (Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request)	To display the Copyrights field and statement on the Resource Sharing Request Form, enable the Copyright field.
Digitization Optional Parameters mapping table (Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request)	To display the Copyrights field and statement on the Digitization Request Form, enable the Copyright field.
Digitization Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)	The following label defines the title for the copyright field: almaDigitization.copyright.sub_title: You must read and acknowledge the following statement before submitting your request.
Resource Sharing Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)	The following label defines the title for the copyright field: almaResourceSharing.copyright.sub_title: You must read and acknowledge the following statement before submitting your request.
Request Tab Messages Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)	The following code defines the message displayed if the check box is not selected before sending the request: nui.mandatory.copyright: You must agree in order to proceed

Setting Personal Delivery Locations from Hold Request Form

When this functionality is enabled, users can select a personal delivery location (such as home or work) and either add or modify its details on the Request Form. After placing the request, the location information is updated in the user's account.

In the following example, the user selected Work Address, but it had not been added to the user's account previously.

Add Address for User's Work Location from Request Form

For more details on configuring personal delivery requests, see the following Alma pages:

This functionality is disabled by default.

To enable users to update or provide address information for personal delivery locations:

Open the Hold and Booking Request Form page (Configuration Menu > Discovery > GetIt Configuration > Hold and Booking Request).
In the following rows, set the Display to Public column to true: addressLine1 – addressLine4, city, stateProvince, postalCode.
Select Save.

Additional Configuration Options

Refer to the following table for information on how to configure associated display labels for the request form and personal delivery location types.

Element	Description
Request Labels code table (Configuration > Discovery > Display Configuration > Labels)	The following codes enable you to customize and translate the display labels for the address fields on the Request Form: almaRequest.addressLine1 – Address Line 1 almaRequest.addressLine2 – Address Line 2 almaRequest.addressLine3 – Address Line 3 almaRequest.addressLine4 – Address Line 4 almaRequest.city – City almaRequest.stateProvince – State/Province almaRequest.postalCode – Postal Code
ViewIt Labels code table (Configuration > Discovery > Display Configuration > Labels)	The following codes enable you to customize and translate the display labels for the standard personal delivery location types on the Request Form: personal_delivery.home_address – Home Address personal_delivery.work_address – Work Address
Additional Personal Delivery Address Types (Configuration > Fulfillment > Patron Configurations > Additional Personal Delivery Address Types)	Other than the standard personal delivery location types for work and home addresses, this table enables you to define 10 additional personal delivery location types to which users can add or modify address information (such as their address and city). You can customize and translate the display values for each type by updating the Description and Translation columns for each of the following codes: P_DELIV_ADDRESS_1 – Personal delivery address type 1 P_DELIV_ADDRESS_2 – Personal delivery address type 2 ... P_DELIV_ADDRESS_10 – Personal delivery address type 10

Element

Description

Request Labels code table (Configuration > Discovery > Display Configuration > Labels)

The following codes enable you to customize and translate the display labels for the address fields on the Request Form:

almaRequest.addressLine1 – Address Line 1
almaRequest.addressLine2 – Address Line 2
almaRequest.addressLine3 – Address Line 3
almaRequest.addressLine4 – Address Line 4
almaRequest.city – City
almaRequest.stateProvince – State/Province
almaRequest.postalCode – Postal Code

ViewIt Labels code table (Configuration > Discovery > Display Configuration > Labels)

The following codes enable you to customize and translate the display labels for the standard personal delivery location types on the Request Form:

personal_delivery.home_address – Home Address
personal_delivery.work_address – Work Address

Additional Personal Delivery Address Types (Configuration > Fulfillment > Patron Configurations > Additional Personal Delivery Address Types)

Other than the standard personal delivery location types for work and home addresses, this table enables you to define 10 additional personal delivery location types to which users can add or modify address information (such as their address and city).

You can customize and translate the display values for each type by updating the Description and Translation columns for each of the following codes:

P_DELIV_ADDRESS_1 – Personal delivery address type 1
P_DELIV_ADDRESS_2 – Personal delivery address type 2
...
P_DELIV_ADDRESS_10 – Personal delivery address type 10