Open Access Indication in Primo

Introduction

Primo displays a flag and enables users to filter items with content that is open access. This article describes the Open Access indication and facet. In addition, it describes how the feature works and how items are flagged as Open Access for Community Zone (CZ) and local records.

For more information on how Open Access content is handled in CDI, see Open Access Content in CDI.

This feature is available in the new Primo UI only.

Open Access Indication and Facet in Primo

When items are marked as Open Access in either the Central Index or CZ and local records, an Open Access indication appears in the brief results and the full view of the record in Primo so that users can easily identify items that are not restricted to view their content.

Open Access Indication in Brief Results

In addition, an Open Access facet enables users to filter results to display only open access content. For Primo, the Availability facets do not display the record counts.

Open Access Facet in Brief Results for Primo

Hiding the Open Access Indication

If you would like to hide the Open Access text and icon, add the following lines to your view's CSS:

/* Hide the open-access text and icon */

.open-access-mark span {

display: none;

}

.open-access-mark-icon md-icon {

display: none;

}

Linking to Open Access Content from the Primo Results Page

Linking in CDI is supported either by the Alma/SFX Link Resolver or by the link within the CDI records. The proxy configuration is managed accordingly in two different places. Both places allow to create exceptions for records that are flagged as open access.

In Alma/SFX you can define the proxy settings for links that are generated by the Link Resolver (LinkResolver collections). For more details, see Managing Electronic Resources (Alma) and SFX General Users Guide (SFX).
In Primo you can define proxy settings for Link in Record type of links. For more details, see the configuration options under the EZproxy field section.

With the Primo November 2022 release, a new Open Access indication is available for links returned by CDI. For all CDI links that have this link-level Open Access indication, the proxy configuration settings in Primo are used to determine whether a proxy is added or not. For more details on this link-level Open Access indication and how it affects linking, see Remove Proxy Prefix for Open Access Links.

Open Access Content from the Community Zone

Relevant journals from the Alma Community Zone are enriched with the following MARC information so that they display the Open Access indicator in Primo:

506 0_ $f Unrestricted online access $2 star

This indication is automatically added only to bibliographic records that are linked to Directory of Open Access Journals (DOAJ) portfolios.

Adding the Open Access Indicator to Local Records

While the previous sections covered content from the Central Index and the CZ, you can also display the Open Access indicator for local Alma records by adding the following MARC information to them:

506 0_ $f Unrestricted online access $2 sta

Displaying the Open Access Indicator in Primo

To add the Open Access indication and facet to Primo records:

Update the normalization rules to map the source records to the Primo PNX records. For Alma, update the Alma - MARC template using the following table:

Field	Description
display/oa	This field is used to display the Open Access icon for the item. The field's value should be free_for_read.
addata/oa	This field is used to flag the open access records. The field's value should be free_for_read.
facet/toplevel	This field is used to filter the results list by the Open Access facet. The field's value should be open_access.

Edit the facet_tlevel_values mapping table and add the mapping row:
- Value name – Open Access
- Value – open_access
Reload the pipe and re-index.