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General Electronic Services (GES) provide a variety of options to end-users in the Primo online services (aka "View It") menu. Most notable is ILLiad, but other common GES include "report a problem" forms, Google Scholar searches, ERIC searches, and ProQuest dissertation searches.

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  • For a simple GES that you want to display all the time, simply change the default rule to IsDisplay=True.
  • A GES that should display based upon specific criteria will require at least one additional SAR. 
    1. If you leave the default rule set to IsDisplay=False, then most of your additional rules will have the condition IsDisplay=True.
      1. Another way to say this: Never display this service unless X condition is present.
    2. If you change the default rule to IsDisplay=True, then most of your additional rules will have the condition IsDisplay=False.
      1. Another way to say this: Always display this service except when X condition is present.
  • Because the order of SARs matters, put the rule that will apply most broadly at the top of the list. The system will read rules until it finds one that applies, then stop. 
  • You can deactivate a rule without deleting it by toggling its Active its Enabled button to off. 

Creating a SAR:

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Use Case: ILLiad

Theoretically, one your could have a single GES for ILLiad, but there is good reason to divide ILLiad into at least two, articles and books. Primarily, ILLiad's parsing limitations mean that you should not include ISBN and ISSN in the same URL Template. Splitting into two GES also allows you to present more specific information or instructions to the user about the different types of material.

More than two ILLiad services are possible; however, you would need to carefully tailor the conditions for their availability via SARs. 

ILLiad Articles

My library uses EZproxy (locally hosted) to authenticate users of ILLiad (hosted with OCLC), so our URL Template is our proxy prefix, followed by our ILLiad base address, followed by:

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Currently, we have only one SAR:

If rft.genre=article, display=true

(Default is display=false)

ILLiad Books

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The URL Template is slightly different from the one for articles:

?Action=10&Form=30&rft.genre={rft.genre}&rft.title={rft.btitle}&rft.stitle={rft.stitle}&rft.atitle={rft.atitle}&rft.date={rft.pubdate}&rft.month={rft.month}&rft.volume={rft.volume}&rft.issue={rft.issue}&rft.number={rft.number}&rft.epage={rft.epage}&rft.spage={rft.spage}&rft.edition={rft.edition}&rft.isbn={rft.isbn}&rft.eisbn={rft.eisbn}&rft.au={rft.aulast},{rft.aufirst}&rft.auinit={rft.auinit}&rft.pub={rft.pub}&rft.publisher={rft.publisher}&rft.place={rft.place}&rft.doi={rft.doi}&rfe_dat={rft.oclcnum}&rfr_id={rfr_id}

Several SARs apply:

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The first rule is display=false, so that any results coming from our systemwide shared library catalog will automatically be excluded.

The next rules are display=true. So if a result is from somewhere other than our shared catalog, and it is a book or book chapter, the ILLiad book option will appear. 

We also use a Display Logic rule to hide the ILLiad Books GES if our systemwide Resource Sharing option is present. 

Use Case: Report a Problem

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Grabs the article title and plugs it into a Google Scholar search. This is handy for locating articles that may be available free via Institutional Repositories or are otherwise open access. 

URL Template is: 

https://scholar.google.com/scholar?as_q=%22{rft.atitle}%22&ie=utf8&oe=utf8

Display location can be just Viewit, or Viewit & Getit. If using the "both" option, you may wish to Disable service: When Resource is owned by institution

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Use Case: ProQuest Dissertations Search

Grabs the dissertation title and plugs it into a search of the ProQuest Dissertations database(s). Since all CSUs have subscription access to at least one of the ProQuest disssertions products (Humanities & Social Sciences), make sure to proxy the URL so your off-campus users can get to the full text.

URL Template is: 

(your proxy prefix here)http://gateway.proquest.com/openurl?res_dat=xri%3Apqm&title={rft.btitle}&rft_val_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Adissertation&url_ver=Z39.88-2004&genre=dissertation

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