Page Comparison

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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.

Best practice recommendations

OpenURL

• 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.
• 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.

Proxy

• Proxy is configured in Alma on the General Configuration page (Administration > General Configuration > Configuration Menu), click Integration Profiles under External Systems.
• Most institutions use a single proxy server, in which case one proxy profile should be defined. If an institution uses several proxy servers, a proxy profile should be defined for each proxy server.
• This chart is helpful in understanding the effect of proxy enabled at the collection, service and portfolio levels.  Portfolios inherit the proxy-enabled setting from the service-level, proxy-enabled setting to which they are attached. As a result, you do not need to set a portfolio-level proxy-enabled setting unless you want it to be something different from the service-level setting.
• Which proxy setting is best for you?  We recommend:  Selective – This proxy is used for resources where EnableProxy=Yes and this proxy is selected (this is equivalent to selecting Always for a non-default proxy).  This option takes into account that most of us have open access collections and thus, will not apply the proxy.

Discovery Interface Display Logic

 In Alma, most electronic resources configuration options having to do with display in Primo are found in the Fulfillment Configuration Menu > Discovery Interface Display Logic (image of menu below).   Most options/features/services/labels you see in the Primo View It and Get It windows are determined by how you configure and order the items you see in the menu below.

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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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