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    The Primo Get It Tab

    Translatable
    The Get It tab (which displays on the Services Page and during the discovery of local Alma records in Primo) allows patrons to determine the following information for each physical title displayed in the search results:
    • The locations in which the title can be found
    • The availability of the title
    • The request options
    The order of the search results may be configured. See Configuring the Order of Primo Search Results.
    If the user belongs to a collaborative network, additional locations and services may be viewed by clicking the More link in the Get It tab. For more information, see The More Link and Institutions Lightbox.
    Depending on the number of locations per title, the type of resource, and the request options for the logged in patron, the Get It tab may display holdings information, item-level information, and/or request information. 
    • The Get It service can be integrated with any third-party discovery system that is configured to use a SAML-based identity provider for both Alma and the discovery interface authentication. For detailed information, see https://developers.exlibrisgroup.com/alma/integrations/discovery.
    • It is not recommended to perform searches on different tabs in your browser and request View It or Get It information from a tab in which the last search was not performed.

    Holdings List

    If multiple holdings (852 fields) exist for a title, the system displays each location on a separate line and includes the following information for each entry:
    • Owning library (852 $$b)
    • Shelving location (852 $$c)
    • Call number (852 $$h - $$m)
    • Accession number (852 $$p) – If it exists, the system will prefix the number with "Accession:" and omit the call number.
    • Copy number (852 $$t) – If it exists, it should display after the public note (852 $z) in the single holding display only. The copy number is prefixed with the following customizable text: Copy: .
    • Public note (852 $$z) - For more information, see Displaying Public Notes.
    • Availability information - For more information, see Filtering the Library List for Availability in Primo.
      For example:
      Get It Tab - Non-Serial Title with Multiple Locations
      For serial titles, the following information is also included:
    • Summary holdings statement (866 $$a)
    • Public note (866 $$z) - For more information, see Displaying Public Notes.
    The availability information is omitted for serials.
    For example:
    Get It Tab - Serial Title with Multiple Locations
    Holdings can be displayed either according to availability or according to their proximity to the requesting patron. You configure this via the Locations Ordering Profiles setting in Fulfillment Configuration (see Configuring Locations Ordering Profiles).
    For information on displaying additional holdings information in the Get It tab, see Displaying Additional Holdings Information in the Primo Get It Tab

    Configuring the Sort Order of Physical Items

    The Sort Routine List page allows you to define the sort used for the list of items on the Primo Get It tab. For more information, see Configuring Physical Item Sort Routines.
    To apply a sort to the items on the Get It tab:
    1. Open the Sort Routine List page (Resource Management > Resource Configuration > Configuration Menu > General > Physical Item Sort Routines).
    2. Select Actions > Edit in the row that contains the sort routine that you want to use for the Get It tab in Primo.
    3. Click the Display Configuration tab.
    4. Select the Resource management Get it results parameter and its associated Set as default parameter.
    5. Click Save.

    Items List

    Users can view the items that are related to a specific holdings record by clicking the holdings entry in the Get It tab. After an entry has been clicked, the system displays the items that are associated with the selected holdings record (up to 10 per page). For each item, the system displays the following information:
    • Barcode
    • Material type
    • Policy – When a patron is not signed in, the system displays Loanable if there is at least one rule that has a loanable policy.
    • Description – Displays only for items that have a Description field.
    • Item status
    Item availability shows outstanding requests as well as the copies held.
    If users want to narrow the scope of a serial’s list, they may use the following filters, which contain values that are relevant to the items in the list: Year, Volume, Description.

    Request Options

    The Get It tab allows users to perform the following types of requests, if permitted by the user, for the selected title: Request, Digitization, and other (such as resource-sharing requests and document delivery).
    All request options appear as buttons above the holdings for non-serials and within the list of items for serials. For example:
    Get It Tab - Request Options in the Holdings List
    The system displays the request options only if the signed-in user is eligible to place them. If the user is not signed in, the system displays the following message above the list of holdings or items: Please sign in for request options.
    For items temporarily located in a resource sharing library (items lent to a resource sharing partner), the Request option appears only if the following configurations have been set in Alma:
    • A hold shelf is defined at the circulation desk of the resource sharing library (ensure that the Has Hold Shelf setting is selected when configuring a circulation desk; for details, see Configuring Circulation Desks).
    • The resource sharing library has a Deliver To relationship with a library that has a defined hold shelf (for details, see Configuring Fulfillment Relationships).
    The item’s status is listed in Primo as: On ILL Process until <expiration date>
    For serial titles, users must perform requests at the item level. For example:
    Get It Tab - Request Options in the Items List for Serials
    New for May! Item-specific requests can be configured to replace title level requesting for non-serial items that don't have a description field. Set the item_level_requesting customer parameter to true to enable the function. See Configuring Other Settings (Fulfillment).
    The information (including the request options) that appears in the Get It tab is configured entirely in Alma. Alma allows you to configure the following information in the Get It tab:
    Fields to be displayed on the hold request form, booking request form, and digitization request form can be configured. See Customizing Primo Request Forms.
    For information on configuring the request options, refer to Alma Fulfillment.

    Requesting From Other Institutions Without a Local Linked Patron

    When using Primo discovery across a fulfillment network, it is possible to retrieve another institutions' information without copying over the patron information from the original institution and without creating a linked account.
    The user parameter uresolver_remote_register controls whether the other institution's holdings may be retrieved without creating a local linked patron record (see Configuring Other Settings). The parameter values are: 
    • Auto - An linked account will be created automatically. This is the default. 
    • None - There will be no option to create a linked account via the Get It page. Only holdings information will be displayed. 
    • Manual - The Get It window will display a link to sign into the institution. Clicking the link will open the request form from the source of the linked account. 
    Get It Register Other Institution.png
    Get It Registration Link

    Selecting a Library for a Resource Sharing Request

    When multiple resource sharing libraries are enabled for a patron, you can select which resource sharing library is to be used for the Primo search results.
    Before selecting a resource sharing library for a Primo user, you must do the following:
    • Ensure that the patron has multiple resource sharing libraries configured (see the Resource Sharing Library entry in Quick User Management Page Fields).
    • Ensure that the ill_item_creation_lib_code setting on the Customer Parameters Mapping Table is set to ALL (see Configuring Other Settings).
    To select from multiple resource sharing libraries:
    • Perform a search for an item in Primo, and click the Get It link for a result. The Get It tab page opens.
    GetIt.png
    Primo Get It Tab
    • Click the Resource Sharing Request link. The page refreshes.
    Get_It_MultipleLocations.gif
    Primo Get It Tab – Multiple Resource Sharing Libraries
    • In the For Library field, select the relevant resource sharing library. The libraries display according to the ill_item_creation_lib_code value in the CustomerParameters mapping table see Configuring Other Settings), and/or those for which the patron’s TOU are enabled.
    • Scroll down in the Get It tab page and locate the Pickup/delivery location field in the Delivery Information section. Specify a location for pickup/delivery in the drop-down list.
    Get It Resource Sharing Request Multiple Libraries with highlights.png
    Primo Get It Tab – For Library and Pickup/Delivery Location Fields
    The values in the Pickup/delivery location drop-down depend on the values selected in the For library field in the previous step. Fields to be displayed on the resource sharing request form can be configured on the Resource Sharing Form Customization page.

    Displaying Public Notes

    Primo displays public notes as follows in the Get It tab:
    In addition to displaying the 852 $z subfield in the holdings information on the items list page, Primo also displays this information under the Holdings column on the holdings list page.
    Public Notes in Holdings List on Primo Get It Tab
    Primo displays item-level public notes (which are added with the Physical Item Editor) under the Description column in the items list. The note appears after the "Note: " label, which can be customized.
    Public Notes in Items List on Primo Get It Tab
    No additional configuration is necessary to enable this functionality, but you can modify the labels that display in Primo.
    To configure the display of license-related information, either of the following roles can modify display labels:
    • Fulfillment Administrator
    • General System Administrator
    To modify the public note display label:
    1. On the Fulfillment Configuration page (Fulfillment > Fulfillment Configuration > Configuration Menu), click Labels under Discovery Interface Display Logic.
    2. Click Customize in the line containing the following code and modify the text in the Description field:
      c.uresolver.getit2.item_list.note
    3. Click Customize at the bottom of the page to store the modified label in the system.

    Displaying Additional Holdings Information

    Alma allows you to display additional holdings information in the Primo Get It tab. The following table lists the MARC fields that hold additional information to display in Primo. To display most of this additional information, you must first enable the display_additional_holding_fields_in_getit Other Settings parameter.
    Display Additional Holdings Information
    MARC Field Description Requires Enabling?
    867 (Textual Holdings - Supplementary Material)
    This field displays in the holdings list and in the single holdings display. The information appears after the "Supplementary Material: " label, which can be customized by modifying the description for the following code:
    c.uresolver.getit2.holding_list.supplementary_material
    N
    868 (Textual Holdings - Indexes)
    This field displays in the holdings list and in the single holdings display. The information appears after the "Indexes: " label, which can be customized by modifying the description for the following code:
    c.uresolver.getit2.holding_list.indexes
    Y
    561 (Ownership and Custodial History) This field displays in the holdings list and in the single holdings display. Primo displays only the following subfields, which are separated by a comma:
    • $a (History)
    • $u (Uniform Resource Identifier)
    • $3 (Materials specified)
    This information appears after the "Ownership and Custodial History: " label, which can be customized by modifying the description for the following code:
    c.uresolver.getit2.holding_list.ownership
    Y
    563 (Binding Information) This field displays in the holdings list and in the single holdings display. Primo displays only the following subfields, which are separated by a comma:
    • $a (Binding note)
    • $u (Uniform Resource Identifier)
    • $3 (Materials specified)
    This information appears after the "Binding: " label, which can be customized by modifying the description for the following code:
    c.uresolver.getit2.holding_list.binding
    Y
    541 (Immediate Source of Acquisition Note) This field displays in the holdings list and in the single holdings display. Primo displays only the following subfields, which are separated by a comma:
    • $a (Source of acquisition)
    • $b (Address)
    • $c (Method of acquisition)
    • $d (Date of acquisition)
    This information appears after the "Source of Acquisition: " label, which can be customized by modifying the description for the following code:
    c.uresolver.getit2.holding_list.source_of_acq
    Y
    852 $t (Copy number)
    This field displays after the public note (852 $z) and is prefixed with the "Copy: " label, which can be customized by modifying the description for the following code:
    c.uresolver.getit2.item_list.copy
    N
    The following figure shows examples of additional holdings information in the Primo Get It tab:
    Additional Holdings Information Shown in the Primo Get It Tab
    The following role can modify the parameters in the CustomerParameters mapping table:
    • General System Administrator
    To display additional holdings information in the Primo Get It tab:
    1. On the General Configuration page (Administration > General Configuration > Configuration Menu), click Other Settings under General Configuration.
    2. Click the Customize button to the right of the following customer parameter and change the parameter value field to true:
      display_additional_holding_fields_in_getit
    3. Click Save at the bottom of the page to store the modified parameter in the system.
    Either of the following roles can modify display labels:
    • Fulfillment Administrator
    • General System Administrator
    To modify a display label:
    1. On the Fulfillment Configuration page (Fulfillment > Fulfillment Configuration > Configuration Menu), click Labels under Discovery Interface Display Logic.
    2. Click Customize to the right of the label that you want to edit and modify the text in the Description field.
    3. Click Customize at the bottom of the page to store the modified label in the system.
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