I-Share Display Logic Rules Recipes for Requesting in Primo VE

This recipe hides the I-Share (Resource Sharing Request) request link if Full Text service exists in your IZ for the resource.

Navigate to Alma Configuration > Fulfillment > Discovery Interface Display Logic > Display Logic Rules and select Add Rule

How to define the DLR:

Appearance in Institution Rules list:

This recipe will ensure that your local users request your institution's local copy first by hiding the I-Share (Resource Sharing Request) link when your local copy is available to them.  This relies on properly configured Fulfillment Units and TOUs.

Navigate to Alma Configuration > Fulfillment > Discovery Interface Display Logic > Display Logic Rules and select Add Rule

How to define the DLR:

Appearance in Institution Rules list:

This recipe requires you to create one General Electronic Service (GES) and two DLRs. The GES will determine if the local item is available or not available. The first DLR will then use that information to hide the local Request (Hold Request) link if the item is unavailable; the second DLR will hide the link created by the GES because it is not meant to display in Primo VE.

How to define the GES and two DLRs:

1. Go to Alma Configuration > Fulfillment > Discovery Interface Display Logic > General Electronic Services

2. Click on Add Service and complete the fields as follows:

Service Code: ItemNotAvailableLocally
Service Name: Item Not Available Locally
Service Description: This service will display when the local item is not available. It will be used by a DLR to hide the Local Request link when local item is not available. It will be hidden from display by another DLR.
Is this a Document Delivery/ILL service? Yes
Display Location: Getit & How To Getit
URL Template: urlnotneeded
Item Level: No

3. Click Add and Close.

4. On the list of General Electronic Services, Edit the Service you just created from the Ellipsis button and configure these two additional fields:

Enable without login: No
Disable Service: When resource is owned by the institution and available

The finished Service Details tab should look like this:

5. On the Service Availability Rules tab, in the Default Rule section, for the "Default general electronic services rule," click the Ellipsis button > Edit and change the Output Parameters to IsDisplay = True

6. Click Save.

7. Return to the Service Details tab and click Save. The GES is complete.

8. Go to Alma Configuration > Fulfillment > Discovery Interface Display Logic > Display Logic Rules

9. Click on Add Rule to create the first DLR for this recipe.

hide service: Hold Request
if exists service: General Electronic Service
with: Service
with value: Item Not Available Locally

10. Click Add and Close. The first DLR is complete.

11. Select Add Rule to create second DLR for this recipe.

hide service: General Electronic Service
with: Service
with value: Item Not Available Locally

12. Click Add and Close. The second DLR is complete.

Appearance in DLR Institution Rules list; they must be in this order relative to each other:

Unfortunately, this cannot be accomplished with DLR or GES. The system is unable to use availability/requestability of other I-Share institution holdings to present/hide the I-Share (Resource Sharing Request/AFN) request link.

However, new features available in the August 2022 software release does allow for the "Send Request" button on the I-Share request form to be disabled (greyed out) when there are no items available for request.  See Primo VE: I-Share Resource Sharing Requesting "Availability" Options for more information.

This rule was configured and enabled by default in Alma to hide the Purchase Request link. If your institution has not configured Purchase Requests in Alma, you should keep this DLR Active to hide the Purchase Request link. If you do configure Purchase Requests in Alma, they will enable both staff using Alma and users in Primo VE to request that your library purchase a resource, and you will want to disable this DLR.

Navigate to Alma Configuration > Fulfillment > Discovery Interface Display Logic > Display Logic Rules and select Add Rule

How the DLR was defined:

Appearance in Institution Rules list:

If your institution has not configured the Digitization features of Alma to allow users to request digitization of a resource, you should use a DLR to hide the Digitization and General Digitization services to make sure that these links to not display in Primo VE.

• The "General Digitization Request" option displays in the request options when there are no items on the holdings record.
• The "Digitization Request" link displays in the request options at the title level when all items are monographs (without description) or there are no holdings.

Navigate to Alma Configuration > Fulfillment > Discovery Interface Display Logic > Display Logic Rules and select Add Rule

How to define the DLR:

Appearance in Institution Rules list: