Activating or Deactivating a Link on the Links Menu

The Links Menu tab enables you to deactivate links that you are no longer using or are planning to use in the future. Deactivated links can be activated quickly without having to reconfigure the link. If you no longer need a user-defined link only, see Deleting a Link from the Links Menu.

1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view and select the Links Menu tab.

2. If you have not already done so, you must select Customize to enable you to add and modify links.

3. Toggle the slider in the row containing the link that you want to activate/deactivate.

Customizing and Translating a Link's Display Label and Tooltip

The Edit Menu Link page enables you to customize and translate a links display label and tooltip.

1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view and select the Links Menu tab.

2. If you have not already done so, you must select Customize to enable you to add and modify links.

3. Select Edit in the link's row actions list to open the Edit Menu Link Page.

   

   Edit Menu Link Page

4. Specify the following fields:

   Fields for Edit Menu Link Page

   Field	Description
   Label	The default display label for this link. Select the Globe button if you want to create translations for the label in the View Labels code table. For more information, see Configuring Display Labels.
   Description	The text that appears when users hover their cursors over the link. The following links are supported out of the box: Library Search, Journal Search, ILL Request, Fetch Item, Tags, Browse Search, Collection Discovery, Database Search, and Newspaper Search. Select the Globe button if you want to create translations for the text in the View Labels code table. For more information, see Configuring Display Labels.

Ordering Links on the Links Menu

All options are performed on the Links tab of the View Configuration page: On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view and select the Links Menu tab. If you have not already done so, you must select Customize to enable you to add and modify links.

1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view and select the Links Menu tab.

2. If you have not already done so, you must select Customize to enable you to add and modify links.

3. Select the up/down arrows in the rows containing the slots that you want to move.

Configuring Category Browse for Journal Search

In addition to defining and activating the Journal Search link in the Links menu, you can also enable/disable Category Browse, which enables users to browse journals by category. For more details, see Configuring Journal Search for Primo VE.

1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view and select the Links Menu tab.

2. If you have not already done so, you must select Customize to enable you to add and modify links.

3. Edit the row that contains the Journal Search link to open the Edit Menu Link page.

   

   Edit Menu Link Page for Journal Search

4. Select the Display Category browse checkbox to enable Category Browse.

   When this option is enabled, the Teak your results (facets) section always appears on the left side of the page above the Journals by category section.

5. Select Save.

Configuring Browse Search

In addition to defining and activating the Browse Search link in the Links menu, you can also configure the browse search types and the order in which they appear in the Browse by drop-down list in Primo VE. Currently, the following types of browse searches are supported: Author, Title, Series, Subject, and Call Numbers of the following types: generic, Library of Congress (0), Dewey (1), and SUDOC (3). For more details, see Configuring Browse Search for Primo VE.

1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view and select the Links Menu tab.

2. If you have not already done so, you must select Customize to enable you to add and modify links.

3. Edit the row that contains the Browse Search link to open the Edit Menu Link page.

   

   Edit Menu Link Page for Browse Search

4. For each Browse Type that you want to display in the Sort by drop-down list, specify the following fields:

   • Availability – Select this field to activate the browse type.

   • Vocabulary – For Subject browse types only, select the vocabulary that you want to use for browse.

     By default, Browse by Subjects utilizes Alma's Subjects (with MARC21 600 / 610 / 611 / 647) heading type mapping. If you prefer to exclude the 6XX fields, please open a ticket with Support.  If you are looking to include missing 651 terms from the Browse Search Vocabulary LCSH results, set this field to Library of Congress name authority records for 651.

   • Sort By – Select one of the following sort options: Author, Title, Date - newest, and Date - oldest.

5. Select the up/down arrows as needed to order the browse types in the Browse by drop-down list.

6. Select Save.

Configuring Authority Search

Primo VE's Authority Search enables users to find information about the authorities that are configured for the local library in Alma. 

For this page, you can configure the following:

• Authority List Options –
  • Select the search fields users can choose in the Search for field: Keyword (any field), Personal Name, Corporate Name, Meeting Name, Name, Subject, Geographic Term, Genre/Form Term, and Uniform Title.
  • Specify the order in which these search fields appear. The first search field in the list is the default.
• Sort – Select and configure the sort options, Relevance and/or Title, that will be available for the search results list.
• Search Operators – Select and configure the search operators users can select for the search – Contains, Equals, or Starts with. By default, Contains is selected, and the search-operator dropdown list is not included in the Authority Search page.

1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view and select the Links Menu tab.

2. If you have not already done so, select Customize to add and modify links.

3. Activate the row that contains the AuthoritySearch code.

1. Edit the row that contains the AuthoritySearch code to open the Edit Menu Link page.

   

   Edit Menu Links Page

2. Under Authority List Options, configure the Search for drop-down list, as required:

   • In the Availability column, activate the search fields that you want to appear in the list.

   • Using the row handles, drag and drop the rows to position the search fields in the Search for drop-down list. The first search field appears at the top of the list and is the default.

3. Under Sort, select Customize to customize the activation of the sort types (Relevance and Title) that are available for the search results, as required:

   • In the Active column, activate the Sort by options that you want to make available.

   • Select the arrow in the top row to reverse the order in which the sort types appear in the Sort by options. The first sort type appears on the top of the list and is the default.

4. Under Search Operators, select Customize to customize the search operators that you want to make available in the search options, as required:

   • In the Active column, activate the operators that you want to make available.

   • Select the arrows in the rows to modify the order in which the operators appear in the search options. The first operator appears on the top of the list and is the default. If only one operator is selected here, the operator-selection dropdown list does not appear in the Authority Search page.

5. Select Save to save your changes and return to the Views List page.

For more information about the data that can be accessed by means of the Authority Search and the configuration options, see Configuring Authority Search for Primo VE. 

QR Links

Links Menu Tab - NDE UI

When the user selects this link, a dialog box containing a QR code and a Copy link option opens. The user can use these options to save or share a link to the page that is currently displayed.

Tags Links

When the Tags link is enabled in the configuration, logged-in users can add free-text tags to local records. All users can see the tags that are already attached to records and can search for records that have particular tags attached to them. The tags appear in the record's Full Display, and can be added there as well. Users can search by tag for records by selecting the Tags link in the Main menu. For additional information, see Tagging Search Results in Primo VE.

When the Tags link is disabled, the Tags option is not included in the Main menu, and tags are not displayed in the Full Display and are not searchable.

Adding a Custom Link to the Links Menu

In addition to the out-of-the-box links, you can add your own links.

1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view and select the Links Menu tab.

2. If you have not already done so, you must select Customize to enable you to add and modify links.

3. Select Add Link to open the Define Menu Link Page.

   

   Define Menu Link Page

4. Specify the following fields:

   Fields for Define Menu Link Page

   Field	Description
   Code	A unique name for this code.
   Label	The default display label for this link. Select the Globe button if you want to create translations for the label in the View Labels code table. For more information, see Configuring Display Labels.
   URL	The page's URL. In the original UI – If you are adding a link to your institution's domain (such as query within your local catalog), specify a relative path and make sure that it does not start with a forward slash. For example: discovery/search?query=any,contains,artificial%20intelligence&tab=LibraryCatalog&search_scope=MyInstitution&vid=PRIMO_OAP_INST:Alma&offset=0 All other links require a full path. In the NDE UI – All links require a full path, beginning with a forward slash. For example: /nde/search?query=sea&tab=Everything&search_scope=MyInst_and_CI&searchInFulltext=true&vid=01COLSCHL_INST:TEST_NDE&lang=en
   Description	The text that appears when users hover their cursors over the link. The following links are supported out of the box: Library Search, Journal Search, ILL Request, Fetch Item, Tags, Browse Search, Collection Discovery, Database Search, and Newspaper Search. Select the Globe button if you want to create translations for the text in the View Labels code table. For more information, see Configuring Display Labels.

5. Select Save.

Deleting a Custom Link from the Links Menu

The Links Menu tab enables you to delete user-defined links only. If you want to use a link at a later time, it is recommended that you deactivate it so that you do not have to reconfigure the link later. For more information, see Activating or Deactivating a Link on the Links Menu. Out of the box links (such as for Journal Search) cannot be deleted, only deactivated.