Last Updated October 3, 2025 -- UNDER MAINTENANCE --
Who is the intended audience?
First Steps
On and Off Campus Authentication Issues
Access Errors
External Citation Data Issues
Alma Institution Zone Activation
Reporting Problem Linking
Advanced Troubleshooting and Documentation
1. Re-create the search and find the problem linking again. See if you can connect using the link. Sometimes linking issues are temporary, and you can't replicate the problem. If you are able to get the full text now, ask your patron to search again after clearing their browser cache and search history (or send them the full text file.) If this step is unsuccessful, proceed to step 2.
2. Try another web browser than what the patron used. Preferably use an incognito or private window. Sometimes linking issues are related to a particular web browser or caching/cookies issue. The problem may not appear in a different browser. If this now works for you, ask your patron to search again after clearing cache and cookies and then opening a fresh browser window.
If the linking issue can be replicated, investigate further depending on error messages or the patron's story.
Scenario 1: You can get to the e-book or article when on campus. But the off-campus patron is getting "Access denied" or "You must authenticate..." error screens.
Scenario 2: The patron gets "Access Denied" or "You Must Authenticate..." when on-campus.
1. URL linking issues
The portfolio or article link resolves to the correct platform, but you get an error message. This may be due to updates to the URL from the weekly updates--check the Community Zone Updates Task List (CZUTL listings) for any changes to portfolios for this collection and/or changes to the collection. If the linking is incorrect, but you do not find anything in CZUTL you can investigate the platform. Find the search bar or publications listing on the vendor platform. Search for the publication name and if listed, click on the link. Check the URL in the browser bar against what is in the Alma electronic portfolio editor under the Linking tab. To view or edit portfolios in the electronic portfolio editor, refer to the Managing Electronic Resources Knowledge Article in the section, "Editing a Portfolio Using the Electronic Portfolio Editor."
2. Date Coverage Issues
Check the vendor's interface or the vendor's collection title lists to confirm the title is still available to your library and for what years. For example, see the screenshot to the right. It shows coverage for past issues of the publication, JAMA, which are the dates March 2022 back through to July 1883.
Investigate if the date coverage in the vendor's interface or title list matches what your Alma Institution Zone's active portfolio has as date coverage. There may be an embargo period change or other recent changes in date coverage information. Aggregator e-collections often have changes such as a particular vendor like EBSCOhost or Gale no longer having the title for the years and volumes that the Alma portfolio states. For example, you might find that what Alma says should be 1990 to present full text is now 1990 to 2005 only.
To edit date coverage, look up the portfolio and go to "Electronic Portfolio Editor." See How to edit date coverage section in Ex Libris Alma documentation. After modifying the date in Alma, test access to your portfolio to ensure this edit has restored access.
Then, report the date coverage error to CARLI Support. For more information, on reporting problems, see the section in this documentation on Reporting Problem Linking.
3. Not Really Free/Open Access
You may find the periodical or ebook is freely available according to Alma. However, you and your patrons encounter paywalls. You should deactivate the portfolio in your IZ or email CARLI Support when the portfolio is active in the Network Zone (where the e-collection name contains "Activated/Provided by CARLI"). For your IZ portfolios, then report that the title is no longer Open Access/Free to Ex Libris Alma Support.
For example, the following citation for the article, "Racial/Ethnic Patterns of Kindergarten School Enrollment in the United States" contains the Open Access indicator. A screenshot of this citation in Primo VE is embedded below.
When the patron, clicked on the delivery service link in the above record it resulted in a Wiley Online Library paywall as seen below in the screenshot.
Find a version of the citation in a different e-resource. Compare it to the information from the bad linking citation. Do any of these common metadata citation errors appear? When reporting citation errors, you can always start with CARLI Support.
One of the citations has a different journal title or ISSN. Research if the periodical's title and/or ISSN has changed over time. The e-collection may not contain access to the exact periodical the article is in. This is especially true for journals with multiple title changes, predecessor and successor titles, or supplements/special issues.
For example, this article in Bloomberg Business Week (Online), as pictured to the right, could not connect to full text because the link resolver did not have enough details to connect it to the right portfolio among these titles: Bloomberg businessweek, Bloomberg.com, Business week, Businessweek, Business week (Industrial edition).
Could numbers have been flipped or typed incorrectly? For example, you check the publisher's website and find the correct volume is 24 but the citation says volume 42, or date 01/10/2019 was mixed up into 10/01/2019. Dates may be different for the same periodical article, for ex. Spring 2019 versus April 1, 2019. Try looking for the correct dated citation in Primo VE and see if linking works from the new result. If there is an issue between an aggregator citation (like EBSCO or ProQuest) and what is in Primo VE, look for the publisher's citation. Often, when submitting a case to Ex Libris they will prioritize the publisher's data. The other thing to be mindful of are different formats or versions like a "webcast" vs. "PDF." See an example in the screenshot below where the title and dates of the citation data are outlined in blue rectangles.
Does the periodical have different versions/editions? It is common especially for news publications, for example the "New York Times" has an Eastern edition, National edition, Web version, etc. Some scholarly journals have pre-print or online advanced articles (ahead of press/AoP) that are not available via aggregator e-collections. Also, note supplements or special issues of periodicals that may not be in aggregators. For example, JSTOR e-collections do not generally include supplement issues from scholarly journals.
Is the article in an edition of the periodical that the Alma e-collection does not have in full text? You may find the edition in the details of the Primo VE citation as this embedded image below shows:
If your library does not subscribe to the precise version of the periodical for this article, you have no access.
Is the article new? Perhaps it is not yet in the Alma e-collection because of an embargo period or is still being processed for addition to the e-collections full text? Some journals have pre-print or online early released articles that are not available via aggregator e-collections. Such "early released" citations often lack clear volume, issue and page numbering.
Is the poorly linking citation missing key information like author, periodical title, identifier like ISSN; ISBN; DOI; PMCID; or PMID, date, volume, starting page, etc.? Authors names can also occasionally affect linking if the order of authors varies among citations or the first author's name has possible spelling variations, for ex. "MacDonald, Jessie" or "Mc Donald, Jessica".
The Primo VE View Online Delivery Service when clicked, links to the journal level and not to the article. This is most likely due to the periodical having free or Open Access content. Open Access linking is most often not article level linking. Rather the patron is taken to a periodical's home page and has to look up the article there. The image in the screenshot below was an example of a Primo VE record where this was the case. It shows the Open Access indicator in the record, this is displayed inside the blue rectangle.
From the screenshot above, patrons would click on the "Free E-Journals" delivery service displayed inside of the second blue rectangle (at the bottom of the screenshot) and be linked to the journal publication's list of issues (LOI) as shown in the screenshot following this text. Once in the LOI, the patron has to search or click down to volume 67, issue 4 in the list. In this example and many others like it, there is not an Alma or Primo VE setting to change the linking level from title to article. It is part of the e-collection's design and parameters.
If you have a widespread syncing issue for the whole e-collection, completely delete the IZ e-collection and add a fresh copy via the CZ. Save any needed Acquisitions info or local customizations before deleting the older IZ e-collection.
If you are reporting an issue with a record in Primo VE to either CARLI or Ex Libris, include the permalink for the problematic record/an example record. You can copy the permalink from the Full Record page in Primo VE by clicking the "PERMALINK" action in the "Send To" section of the page. The screenshot that follows has the PERMALINK icon within a blue square to show what section this icon is in. The arrangement of the icons will vary from institution to institution. Additionally, there is a blue arrow in the image to indicate where to click to copy the permalink, after you have clicked on the icon. This is the URL/permalink that is helpful to include in a support ticket.
If you are reporting an issue about search results, send the URL from the browser bar of the search results page. An example of the browser bar URL is displayed in the image below. The browser bar is contained within a blue rectangle.
Describe what search you were performing, including the Search Scope slot being used. The Search Scope determines which indexes are being used in the search, so searching for the same terms in a different scope will retrieve different results. The Search Scope is indicated in the image below with a blue arrow pointing down, where it says "Articles" at the right side of the Primo VE search bar in this example. Search Scopes will vary from institution to institution based on how a library customized their Primo VE within Alma Configuration.
Specific things to send to CARLI Support are any issues with Network Zone electronic collections and portfolios. Only CARLI has access to resolve issues in the NZ. When looking at a Primo VE record, you can tell that something is active in the NZ by the name of the electronic collection displayed in the View Online delivery service of the record. These are the links that include "Provided by CARLI..." OR "Activated by CARLI." Below is an example image of NZ activated collections. Both collections in this image contain "activated by CARLI" in parentheses following the electronic collection public display name. In the image, this part of the public display name is highlighted with a thick, yellow line underneath.
CARLI staff will follow up with any fixes for access, and (if needed) report the problem on behalf of I-Share to Ex Libris Alma support.
When reporting problems, or even when asking questions, be as specific as possible and try to answer as many of the following questions as you can. Not every problem is generalizable and CARLI staff will try to replicate your experience.
For reporting problems to Ex Libris, you can start with the CARLI documentation on General Alma Troubleshooting.
Report problems with linking to e-collections and/or electronic portfolios active in your Institution Zone to Ex Libris Alma support.
Use the "Report to Ex Libris" option from the row actions/three ellipses menu in Alma. Below is an example in a screenshot of this drop-down menu at the electronic collection level. There is a blue arrow pointing up to the three ellipses button and a secondary blue arrow pointing to the right beside the words, "Report to Ex Libris."
Selecting "Report to Ex Libris" will take you to a form with fields to select from drop-down menus as well as a free text field. In the field labeled, "Description" describe the problems you are encountering with the electronic resource. This field is marked by a star with a blue border in the screenshot below. When you are finished selecting contact name, CRM Category, and CRM SubCategory, and typing a description of the problem, click the "Send" button. This is marked with a blue arrow pointing up in the image that follows.
How can I get more info on the OpenURL?
In Primo VE, you can view the XML used to form a context object (CTO). You add to the OpenURL the parameter &displayCTO=true to the end of the Primo VE URL and click enter. This code will populate a button under the main citation of the record that says: DISPLAY CTO. When you click on it, it will open the XML in a new tab.
For example, you visit the following article in UIC's Primo VE with &displayCTO=true. Now, you find just after the citation a button labeled "DISPLAY CTO" as shown in the screenshot to the right. If you click the text that says: DISPLAY CTO, you get an XML file with the metadata details that are available to Primo VE at that moment as well as data for the online services Primo VE will offer the user.
Similarly, you can view the XML of this same record by swapping the parameter code &displayCTO=true with &showPnx=true. This will display the Primo Normalized XML also known as PNX. You can view the PNX of the UIC article, by clicking on the hyperlink. When you use the &showPnx=true code appended at the end of the OPENURL it loads that XML within the same window, instead of opening a new tab like clicking on the DISPLAY CTO button does.
One last bit of code that is useful will show you the OPENURL that is built by the Alma Link Resolver to link out to electronic resources from Primo VE. When this code is used it will show you the Target URL for a Primo VE View Online Delivery Service. Using the same UIC article as an example, click on the hyperlink to visit the UIC Primo VE record. Find the "Journals@Ovid Complete" hyperlinked delivery service under the "View Online" heading. Right click on the e-collection name, "Journals@Ovid Complete" and select "Copy link." Then, up at the top where your tabbed windows are click the +/plus sign to open a new tab. Paste the link you just copied into the browser bar of the new tab. Select "Paste" only, do not select "Paste and go." After you have pasted this link, add to the end of the URL string &debug=true and then click "enter" on your keyboard. This will display the Target URL. The screenshot below shows what it should look like after you have done these steps. When there are issues with the linking, this is the OPENURL you can share with support. Sometimes viewing this link will show you an error in the OPENURL string that could be causing the issue.
More information and examples for Display CTO from SUNY Alma Documentation
Alma/PrimoVE documentation on troubleshooting with CTO text
What Are the Common Causes of Full Text linking Problems and How to Improve Linking?
Try improving the link resolving with Alma Augmentation for CrossRef, PMID or Unpaywall linking. Visit the CARLI webpage Electronic Resource Linking for more details.