General Electronic Services Ltd

[Carri Seargent]

Forinformation on how to customize the request forms, see the following pages: Customizing Primo Request Forms for Primo, Customizing Primo Resource Sharing Forms for Primo, Configuring Request Forms for Primo VE, and Configuring Resource Sharing Request Forms for Primo VE.

Display logic rules can be configured at the network, institution, and campus levels (if campuses are defined in the system). For configuring campus-level display logic rules, see Defining Display Logic Rules at the Campus Level.

If display logic rules are configured in the network, the behavior is affected by the network_display_logic_distribution_members_behavior and network_display_logic_rules_precedence customer parameters. See Configuring Other Settings (Fulfillment).

Enable or disable a display logic rule. Each row can be enabled or disabled individually with the Active slider. Or select a group of rules and select Deactivate Selected or Activate Selected from the actions.

In the hide service drop-down list, select the service(s) that the rule should hide. For some services (for example Full Text), the with and with value fields appear, enabling you to select additional options for this service. The fields that appear depend on your selection. See the following table.

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.

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.

To configure close relations to appear in the same section as the related titles in View It, see the Display closely related record services option in Enabling the Display of Related Records in Primo VE.

In cases where a series linking field (such as 830.w) does not have a matching record with the specified record number (such as in the 035 field), Primo VE provides a link that performs an exact search by title (instead of a direct link to the missing referenced record). For cases in which an IZ record links to a record in the NZ, the NZ record should be localized to allow the system to create a direct link from the IZ record to the referenced record.

For electronic inventory, refer to the following table to configure how related records display in View It. For more information, see Configuring Related Records for Electronic Services and Modifying the Display Labels for Related Electronic Services.

Select Yes if you want to display a record's related titles in View It. If enabled, the remaining fields allow you to restrict or modify the display of related titles for specific types of records.

Select Yes if you want to display a record's related titles in Get It. If enabled, the remaining fields allow you to restrict or modify the display of related titles for specific types of records.

Direct linking configuration enables Alma to skip the Services page and menu and link immediately to a digital or an electronic service (such as full text) when coming from an OpenURL-enabled source. If the OpenURL context object contains multiple digital or electronic services, the OpenURL link resolver displays the first service in the list (if the Enable direct linking and Enable direct linking when multiple services are available options are enabled). You can configure the order of the services in the Online Services Order page (see Configuring Online Services Order).

You configure direct linking on the Direct Linking Configuration page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Direct Linking). On this page you can enable direct linking and specify situations in which direct linking is overridden.

On the Direct Linking Configuration page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Direct Linking), select Yes from the Enable direct linking parameter to enable direct linking.

Selecting No indicates that the electronic service is not accessed directly from the search results in Primo, and users must select the service from a list provided by your link resolver (SFX or Alma).

In addition to services found in your own collection (such as full text, requests, and so forth), Alma enables you to define general HTTP services (such as searches in ProQuest dissertations and Amazon.com, Ask a Librarian, and so forth) to present to patrons in the View It, Get It, and How to Get It sections on the record's full display page. Services that allow users to access or purchase the materials are considered delivery-related and will appear in the View It, Get It, and How to Get It sections on the record's full display page.

You can also share your general electronic services in the Community Zone, and use general electronic services defined by other institutions. See Sharing General Electronic Services in the Community Zone.

The display of general electronic services is based on the service's availability rules that are defined with the Service Availability Rules tab, which appears while editing a general electronic service. For more details, see step 5. See Configuring Display Logic Rules if you want to hide the general electronic service based on additional criteria (such as the existence of another type of service or the type of user).

When a guest user or a user without a configured campus performs any of the campus-level disabling activities, Alma disables/hides the service based on a self-ownership check done at the institution level.

The Service Availability Rules tab displays the rules that the system uses to determine whether a service should be hidden from the user. Each service has a default rule that is applied when none of the other rules apply. The Default general electronic service rule hides the service by default (IsDisplay=False). You can edit the default rule and add rules as needed.

Adding parameters within a rule will cause the parameters to have an AND relationship with each other, meaning that all values must be true before the rule is considered true. For OR conditions, where only one value must be true, parameters should be entered separately in a new rule.

In a collaborative network, you can create general electronic services in the Network Zone and then distribute them to member institutions. The member institutions have view permission to the distributed records but are not able to edit or delete them. When the Network Zone general electronic service has been distributed, the local list will show either the distributed records only or both the distributed records and the previous local general electronic service records, depending on the configuration in the customer parameter, network_ges_distribution_members_behavior.

The "General Electronic Services Bib Fields Enrichment" configuration screen (Configuration > Fulfillment > Discovery Interface Display Logic) enables institutions to define which field will be extracted from the record's metadata and be available for use when defining an "Availability Rule" or enhancing the "URL template" field upon definition of a "General Electronic Service" (Configuration > Fulfillment > Discovery Interface Display Logic > General Electronic Services).

When adding a row to the "General Electronic Service Bib Fields Enrichment" configuration screen, you need to define the Record format, Bibliographic field and subfield. The defined value within the "Field Name in General Electronic Service" will be the one that appears when defining the General Electronic Rule/URL template.

1. When 2 bibliographic records are matched, the logic will only apply on the "Selected" bibliographic record.

2. In case the URL template field starts with a parameter place holder with no text or URL before it (and regardless of what comes after it), no decoding will be done

to the first parameter's information.

3. For Network Zone members, General Electronic Services that use values from the "General Electronic Service Bib Fields Enrichment" page, it is recommended to

use the same names as in the network zone. This is in order to display the General Electronic Service for institution or network zone resources.

With the General Electronic Services Order page, you can configure 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.

With the Online Services Order page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Online Services Order), you can configure the order of the services that appear in the services results list in View It.

By default (when no services were added to the top or bottom group), all services are displayed alphabetically on the services result list in the Primo view. If services are added to the top group, they will always display at the top of the Primo view (before other services). Services added to the bottom group will always display at the bottom of the Primo view (after the other services). Within the top group and bottom groups, services display in the order in which they are configured in the Online Services Order page.

Services that are not configured to display in the top or bottom group will display in the Primo view, after the top group and before the bottom group. Within these services (that are not part of the top or bottom group), the display order is alphabetical.

Unspecified levels are ordered alphabetically. For example if the first four options above were all set to No, and no items were added to the top or bottom list, then the sorting would be alphabetical.

Select Add To Top to assign high priority to a service or select Add to Last Services to assign low priority to a service. Services that are left unassigned will appear in the middle of the list. The Add Service dialog box opens:

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