1. Yoel Kortick Senior Librarian
Discovery Interface Display Logic for Related Records
Yoel Kortick
Senior Librarian

2. Yoel Kortick Senior Librarian Alma Product Management
Discovery Interface Display Logic for Related Records
Yoel Kortick
Senior Librarian
Alma Product Management
 Ex Libris Ltd., Internal and Confidential

3. Yoel Kortick Senior Librarian, Alma Product Management
Discovery Interface Display Logic for Related Records
Yoel Kortick
Senior Librarian, Alma Product Management

4. The configuration options for Primo
Agenda
Introduction
Sample records
The configuration options for Primo

5. Introduction
This presentation will not relate to the entire subject of ‘Discovery interface display logic’
For a comprehensive overview of ‘Discovery interface display logic’ see separate material.
This presentation will relate specifically to how electronic related records appear in the ViewIt tab of Primo.
The link in the user interface is called ‘Related Records’ but it refers specifically to the ViewIt tab (not the GetIt tab) and thus exclusively to electronic inventory.

6. Introduction
We will show here ‘Before’ and ‘After’ what happens when the related records option “is” and “is not” enabled.
We will also show here some of the options which exist when the related records option “is” enabled.

7. The configuration options for Primo
Agenda
Introduction
Sample records
The configuration options for Primo

8. Sample records
Here we have two electronic portfolios.
They are e-books by author Carolyn Wells

9. Sample records
The record ‘The room with the tassels’ is related to record ‘The man who fell from the earth’

10. Sample records
The links to and from each record exist in the Alma interface

11. The configuration options for Primo
Agenda
Introduction
Sample records
The configuration options for Primo

12. The configuration options for Primo
Now we will check the configuration for Primo via the Fulfillment Configuration Menu > Discovery Interface Display Logic > Related records

13. The configuration options for Primo
Currently we have set ‘Enable related record services’ to ‘No’

14. The configuration options for Primo
Therefore we when click ‘ViewIt’ in Primo we see only one link for each record and that link goes to the record from which the user does ‘ViewIt’
We do not see the link to the related record.
We see only the link to the record we are viewing

15. The configuration options for Primo
Now we will change the ‘Related Record Services Configuration’ and set it to ‘Yes’ and leave all checkboxes checked
Note that here we are defining ‘Display closely related records services’ to be ‘as part of the original services’.

16. The configuration options for Primo
Now we when click ‘ViewIt’ we see one link which goes to the record from which the user does ‘ViewIt’ and also a link to the related record.
We do see the link to the related record.
We see the link to the record we are viewing and to the related record
We do see the link to the related record.
We see the link to the record we are viewing and to the related record

17. The configuration options for Primo
The first link goes to the record we are viewing (The room with the tassels)

18. The configuration options for Primo
The second link goes to the related record (The man who fell through the earth)

19. The configuration options for Primo
Before
‘Related Record Services Configuration’ is set it to ‘No’
After
‘Related Record Services Configuration’ is set it to ‘Yes’

20. The configuration options for Primo
Note that previously we had defined ‘Display closely related records services’ to be ‘as part of the original services’
Now we will define it to be ‘Separately from original record services’ (and leave all else the same)

21. The configuration options for Primo
When we have ‘Display closely related records services’ to be ‘Separately from original record services’ it will appear like this:

22. The configuration options for Primo
Before
Display closely related records services’ = ‘as part of the original services’
After
‘Display closely related records services’ = ‘Separately from original record services’

23. The configuration options for Primo
In our case the records are monographs
Therefore if we uncheck the box “Display related services for monographs” …
Now it is not checked

24. The configuration options for Primo
Then we no longer see the related records
Related records services no longer appear for monographs

25. The configuration options for Primo
Before
“Display related services for monographs” is checked
After
“Display related services for monographs” is not checked

26. Thank You