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Table of Contents

Background

This document addresses best practices for openURL, proxy, and Discovery Interface Display Logic (General Electronic Services, Related Records, Display Logic Rules) primarily in the IZ.  Many of these tasks were managed in SFX.  In Alma, they are managed in the Fulfillment Configuration Menu.  The document  SFX to Alma Migration Guide may be helpful in understanding services done in SFX and the equivalent functionality in the Alma/Primo solution.  ER staff may need to consult with Systems, Fulfillment as well as Discovery to set up and maintain the processes described in this best practice document. Most of these functions should be set up prior to going live.

Policy Statement

This relates to the management of electronic resources for each CSU IZ using Model 1 (the local acquisition, licensing and e-resource management by the individual libraries. The openURL, proxy, and Discovery Interface Display Logic are driving forces behind display and access of electronic resources.  It is essential to have recommendations and best practices that allow us to customize and maximize the system for the benefit of staff and library users.

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• Alma's UResolver complies with 0.1 and 1.0 OpenURL (Sept 2016).  The goal of the Alma Link Resolver is to provide patrons access to electronic resources that they have identified using OpenURL-compliant discovery tools such as Google Scholar, PubMed, Primo, etc.
• As a link resolver, Alma provides services for searches performed in sources other than Alma. Alma’s link resolver uses the Services Page view (which is defined in Primo) in order to display these services.
  

• Each CSU is responsible for contacting vendors or updating admin modules with the Alma link resolver and icon prior to going live.  Note:  This Ex Libris document explains the process of running a report in SFX to create a vendor list to send the new services page URL when moving from SFX to Alma.

• The CO will put in place temporary redirects from SFX to the Alma link resolver as campuses go live, so if you don't update all of your vendors by go-live, your users won't get stuck.
  
• The link resolver icon is the equivalent of the SFX openURL icon.  Note: Here is the URL for the link resolver icon.
• The Link Resolver Base URL consists of the following parameters:  http://<primo_fe_server_url:port>/openurl/<primo_institution_code>/<primo_services_page_view_code.  Note:  We do not use a "port" in our URL syntax. To get your base URL,  go to the Primo Back Office and navigate to Primo Home>Ongoing Configuration Wizards>Institution Wizard.  Copy and paste the Services Page URL.   This same URL is also available in Alma by navigating to General Config menu > General Config > Other settings > Primo service page url. 
  
• The Alma resolver augmentation function is a component of the Alma Link Resolver process that enhances OpenURL metadata with DOI, OAI, and PubMed information.  We recommend that you implement this, a one time only task.  Look under General Configuration > Integration Profiles > Add Integration Profile.  Note:  Ask Jessica at CO for CrossRef details. 
• Alma supports the ability to check the validity of the full-text URL before presenting it to the end user through the View It services menu. This functionality is only available for EBSCOhost – The EBSCO Link Resolver Plugin.  In an NZ environment, the Link Resolver Plugin integration profile must be created for the network institution and for all the member institutions.  We recommend that you agree to let Jessica implement this plugin for you.
• If you need to provide an openURL when submitting support cases, this Ex Libris document (How to Extract OpenURL) explains how to extract an openURL from Primo, Alma and Google Scholar.

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Integration profiles list page can be found:  Configuration Menu > General > External Systems > Integration Profiles, click Add Integration Profile.

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1. Alma Resolver Augmentation
2. What version of OpenURL protocol does Alma Support?
3. How to confirm list of vendors to send services page URL when moving from SFX to Alma?
4. What URL should be provided to vendors for the Alma ViewIt window link and the link resolver icon (AKA the Alma equivalent of the SFX OpenURL icon)?
5. Base URL for the Services Page
6. The Alma Link Resolver (video)
7. Configuring the Link Resolver Plugin for checking EBSCOhost Full-Text URLs.
8. Primo and Alma - The Alma Link Resolver
9. Alma Link Resolver, OpenURL, GES, Citation Linker video
10. How to Extract OpenURL from Primo, Alma, and other sources like Google Scholar
11. Configuring the Primo Front End for Alma's Link Resolver
12. Resolving Electronic Resources in the NZ
13. Resolver Proxies
14. Discovery Interface Display Logic
15. Primo and Alma - Discovery interface display logic rules.pptx
16. Discovery Interface Display Logic (video)
17. Discovery Interface Display Logic: Ask the Expert
18. Managing Display Logic Rules When Working with a Network Zone
19. Discovery Interface Display Logic for Related Records.pptx
20. Defining Display Logic Rules at the Campus Level
21. Patron Purchase Request and Display Logic Rule
22. Modifying Display Labels
23. Displaying License Information (includes 5 minute video)
24. Related records - Discovery Interface Display Logic for Related Records.pptx
    
25. Primo and Alma - How to hide resource sharing request when there is a holding but no item
26. General Electronic Services & Display Logic Rules documentation and video from Orbis Cascade Alliance
27. Adding a General Electronic Service
28. How to hide the Resource Sharing Request general electronic service and display an alternative GES for articles
29. Why is a recently added GES not displaying?
30. How to create a "Report a Problem" link to be included in the "Get It" or "View It" menus, including the OpenURL?
31. How to format a URL in a General Electronic Services (GES) which will send an email?
32. View It is limited for 25 Resources
33. Publishing Electronic Holdings to Google Scholar
34. Publishing Electronic Holdings to Primo Central
35. SFX Target and Alma E-Collections Configuration Guide

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