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5 - Adding Autofill for Blank Resource Sharing Request Form

Last modified by Alex Fletcher on 2024-07-24, 10:50

When the resource sharing request form is displayed on an item in PrimoVE which is not available to your patrons, the form is auto populated with the metadata for that item. When a patron clicks on the blank resource sharing request form, the form is presented, you guessed it, blank. You can add DOI and/or PMID autofill options to help patrons autocomplete the form if they happen to have either a DOI or a PMID for an article.

REMEMBER: if you enable this, the autofill will appear within PrimoVE on unavailable resources, and on the blank resource sharing request form.

Note: you need a free CROSSREF account to enable DOI lookups and you need a customer-specific API key from PUBMED to enable PMID lookup.

Auto Fill Documentation From Ex Libris

  1. Login to Alma
  2. Click the gear (configuration) in the lower left
  3. Click GENERAL
  4. Under EXTERNAL SYSTEMS click INTEGRATION PROFILES
  5. Click ADD INTEGRATION PROFILE in the upper right
    1. Don’t fill out any fields!
    2. In the INTEGRATION PROFILE dropdown, select AUGMENTATION
    3. Provide a description (DOI and PMID lookup used for the DOI and PMID AutoFill options on the resource sharing request form)
    4. Click NEXT in the upper right
      1. Under DOI DEFINITIONS
        1. Set STATUS to ACTIVE
        2. Enter your username/password for crossref
          1. Request a free Library account from CrossReff via https://www.crossref.org/community/librarians/ and obtain the user name and password for adding into the integration profile.
          2. For the CrossRef setup, you may also need to use the Primo services page base URL.
          3. NOTE: you only have to enable CROSSREF LOOKUP once. If you use products like LIBKEY, you may receive the following error “Augmentation definitions can be done only once, for changing select Edit mode” when you click SAVE on this form.
      2. Under PUBMED DEFINITIONS
        1. Set STATUS to ACTIVE
        2. Enter your API Key from PubMed
          1. PubMed requires a customer-specific API key. Contact PubMed to obtain an API key and enter here the API key that you receive
      3. Click SAVE in the upper right

Enable the AUTOFILL buttons on the Resource Sharing Request form

  1. Login to Alma
  2. Click the GEAR (configuration) in the lower left
  3. Click DISCOVERY
  4. Under GETIT CONFIGURATION, click RESOURCE SHARING REQUEST
  5. Scroll down to the ARTICLE REQUEST section
    1. If you configured DOI/Crossref autofill: Check the VISIBLE checkbox for DOI and for DOI AUTOFILL
    2. If you configured PUBMED autofill: Check the VISIBLE checkbox for PMID and for PMID AUTOFILL

Test your Blank Resource Sharing Request Form AutoFill Options

  1. Visit your Blank Resource Sharing Request Form (https://ocul-gue-psb.primo.exlibrisgroup.com/discovery/blankIll?vid=01OCUL_GUE:GUELPH )
  2. Authenticate
  3. Click ARTICLE at the top of the page
  4. Scroll down to the DOI field and enter a DOI: (example DOI: 10.1038/nphys2980)
  5. Click the AUTOFILL button to the right of the DOI field
  6. The form should refresh and be populated with the metadata for this article (article title is: Pancake bouncing on superhydrophobic surfaces)
  7. To test the PMID, repeat the steps above and enter a PMID (example: 34492377, article title: As Simple as Pancakes) in the PMID field, then click AUTOFILL to the right of the PMID field. The form should autocomplete all information for this article.