Q. How do we set up hold, resource sharing, and ILLiad request links in Alma/Primo VE? And how do General Electronic Services (GES) work with Display Logic?

Answer

General Notes
Hold Requests
Resource Sharing Requests
ILL/ILLiad Requests
Pulling it All Together: Display Logic

General Notes:

  • The visibility of Request Links in Alma/Primo will be directly tied to the patron’s status and whether or not they’re allowed by you to place requests of any kind.
  • Patrons will need to login in order to see the Request Links unless you configure the system to do otherwise.
  • This topic is a moving target and there may be modifications to the instructions below as we move farther along in the migration

 

Hold Requests:

  • These “Request Item” links will show on anything that you own that has been configured to be requestable in your Terms Of Use (TOUs)
  • Patrons:
    • You can decide which patron groups are allowed to request an item in your TOUs.
    • If you disallow a patron group from placing holds, the Request Item link will not show for them after Primo login.
  • Availability:
    • If you don't want to allow hold requests for things that are on the shelf, you can modify your "On Shelf Request Policy" in the Fulfillment Unit Details to reflect that choice
    • If you want to push requests for items that are checked out or non-loanable to Resource Sharing or ILLiad, rather than making your patron wait for your item to be returned, you can configure your Request Item link to only show when an item is available

Primo VE Display:

Modify Link:

  • To change the wording of the link, go to Alma Configuration->Institution->Discovery->Discovery Configuration->Labels and search Description for Request item:

search label description

  • You’ll find the option to change the link wording in Results Tile Labels, Error Messages Labels, and Request Options Labels

change hold wording

Modify Form:

  • You can change the fields that are displayed in the form in Alma Configuration->Institution->Discovery->GetIt Configuration->Hold and Booking Request

 

Physical Material Requests – SUNY Resource Sharing:

  • The SLC Project Team recommends that you start with SUNY Resource Sharing for physical item requests from the SUNY Catalog or Worldcat search in Primo.
  • The SUNY Resource Sharing rota will be set up to send unfilled requests out to ILLiad, so you don’t have to set up a separate ILLiad request link for physical materials. More details will be coming about how to make this work for both SUNY physical material and for WorldCat requests.

 

Modify Link:

  • You can customize the Resource Sharing Request link:

Modify Resource Sharing link

  • To modify the link, go to Institution->Discovery->Display Configuration->Labels->Request options Labels:

Request Option Labels

  • The first line, “AlmaResourceSharing,” controls the Resource sharing link. You can add code to the description field, so if you want to make the link look more like a link to your patrons rather than the default black text, you can add a fake <a href="#"> around your wording to make it look more like a traditional link.

 

Modify Form:

  • You can modify the fields that show in the Request Form in Alma Configuration->Institution->Discovery->GetIt Configuration->Resource Sharing Request but be careful with this because the more fields you make visible to the patron, the more options they have to modify the request and break the underlying code for that request

 

ILLiad:

Books or any other physical items:

ILLiad for books:
 
URL template from Lynn:
 
Availability rules:
Books (rft.genre=book) 
 

Articles, Conference Proceedings, etc.:

Create Link:

  • You set up your ILLiad OpenURL link in Alma Configuration->Institution->Fulfillment->Discovery Interface Display Logic->General Electronic Services:

general electronic service

  • Once you’re inside of the General Electronic Services area, click on Add Service:

Add service

  • In the Add Service pop-up, you can pick a name for your service code and name, enter what you’d like your patrons to see on the link name in “Public Name,” say yes to the “Is this a Document Delivery/ILL service” question, decide where in Primo you’d like this link to display (Lynn Higgins recommends Getit & How To Getit), enter your OpenURL address, and decide if you want to apply the link at the item level or not:

Add Service form

 

Modify Form:

  • There’s no form to modify in Alma for this because it’s linking out directly via OpenURL to your ILLiad webpages. You would make any changes to the request form in ILLiad, not Alma.

 

Modify Availability:

  • Once you’ve set up your ILLiad articles service, you can go in and edit it and add availability rules and tell the system when to disable the link and whether or not you want the link to display in Primo when a patron is not logged in
  • At the bottom of the Service Details for the service, you’ll see radio buttons for “Disable service” and you can choose when you want the service to not display:

Disable service options

Note: You may want to select “Enable without Login = Yes” to allow the article ILLiad link to display when using openurl linking from external sources (ie from Elsevier, ACS, EBSCO, etc. to Primo)

Note about Disable Service: setting this to disable the link when the service is owned works to hide the request link in all cases except for when you own the print journal referenced in the citation. If you want to be able to request articles for which you have physical holdings, the best thing to do is to choose disable service = never and then create a display logic rule to to hide this GES when there are full-text services on the record:

hide ILLiad ges when full-text

  • In the Service Availability Rules tab, you can set up specific types of material for which you’d like the ILLiad link to display:

Service Availability Rules

  • To add a rule for display, go to Add Rule:

Add rule

  • You can call the rule whatever you’d like. You can tell the system either to display the link when certain parameters are met, or you can tell it not to display when certain parameters are met.
  • Here’s a rule that tells the system to display the ILLiad link when the genre of your Primo search result item is article:

Edit rule

  • Here’s a list of the few of the genres you might want to set up for ILLiad article display: Articles (rft.genre=article), Journal (rft.genre=journal), Conference Proceedings (rft.genre=proceeding), Technical report (rft.genre=report) , Document (rft.genre=document). You can add as many rules as you’d like.
  • Once you start adding display rules, you’ll need to check to see if your system came with a Default general electronic services rule. If it did, make sure to check it to confirm that the Output Parameters say IsDisplay* False:

Default Rule

Edit default rule

Pulling it All Together: Using Display Logic to Determine What Links Display in Primo for Whom and When

  • To set up Display Logic Rules for Request Display in Primo, go to Alma Configuration->Institution->Fulfillment->Discovery Interface Display Logic and choose Display Logic Rules:

Display logic

  • To Add a Rule, click on “Add Rule”:

Add rule display

  • User Group Display: You can tell the system to only display certain requests for certain user groups. For example, if you don’t want community patrons to be able to place Resource Sharing Requests or ILLiad Requests, you could use the follow rules:

patron rule

patron rule

  • You can use the drop-downs to make selections from your pre-existing user groups and services
  • Request Priority: You can also tell the system to hide different Request Types based on each other. For example, if you want to hide the SUNY Resource Sharing Request link if you own an item and it’s requestable through a Hold Request, you could set up this rule:

Priority rule

  • If the hold request link is still displaying, you may need to modify the rule. For example, you may need to hide the Resource Sharing request by using “Availability by the Campus”

Availability by campus

  • You could also tell the system not to display the SUNY Resource Sharing Request if there’s an ILLiad Article request already on the item. Because you told the ILLiad Article link to only display on items with specific genres, this will keep SUNY Resource Sharing Requests from showing up on non-physical things:

Genres

  • Last Updated Jun 29, 2020
  • Views 3431
  • Answered By Michelle Eichelberger

FAQ Actions

Was this helpful? 6   1