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    Primo VE December 2021 Release Notes

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    Download the PDF for the Release Notes.

    What's New in December?

    To download other formats of the presentation, select the following links: WebEx or PDF.

    January Sneak Peek

    • Custom Holdings fields for search – Allow libraries to add additional holdings information  for search 

    • Hide Link to Leganto Reading List when Reading List is in draft mode

    Features

    Quicklinks to Full Text for CDI Records

    December 2021 URM-160013
    When enabled, this functionality embeds links to PDF/HTML full text for CDI records directly into the brief display to provide a convenient and quick way for users to access full text with a single click. Quicklinks provides links to both free to read content and paywalled content. For more details, see Quicklinks in Primo and Primo VE.

    quicklinks_primo_2.png

    Embedded PDF and HTML Quicklinks for CDI Record in Brief Display

    • If a record contains Quicklinks, its Unpaywall links will not be displayed.

    • Because of inconsistent open access indications, we cannot always identify at the link level which links lead to free to read material. To avoid a problem with users hitting paywalls in the first release of this feature, all Quicklinks are proxied whether they are open access or not. In the longer term, we are working on more accurate ways to identify free to read links and will proxy only those that are paywalled.

    Configuration Options

    This functionality is disabled by default. The following table lists the configuration options associated with this functionality.

    Element Description

    General tab on the View Configuration page (Configuration Menu > Discovery > Display Configuration > Configure Views)

    Select the Display Quick Links option to enable these links in the brief display.

    Central Index and proxy set-up page (Configuration Menu > Discovery > Other > Central Index and proxy set-up)

    For the initial release of Quicklinks, when a CDI proxy is configured, it will be used for all open access records regardless of the setting of the Do not proxy Open Access records field. For more details, see Configuring Central Index and Proxy Settings for Primo VE.

    Aria Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following code is used for screen readers:

    • nui.aria.quicklink.PDF: Quick Link to PDF, opens in a new window

    • nui.aria.quicklink.HTML: Quick Link to HTML, opens in a new window

    Full Display Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following codes are used to customize and translate the display labels for this functionality:

    • fulldisplay.PDF.tooltip: Get PDF

    • fulldisplay.HTM.tooltip: Read Online

    Links and General Electronic Services Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following codes are used to customize and translate the display labels for this functionality:

    • fulldisplay.PDF: Get PDF

    • fulldisplay.HTML: Read Online

    Analytics for Quicklinks

    To support this functionality, the following action been added to the Action Usage subject area:

    Group Subgroup Action Description

    Document

    Link

    Link to PDF fulltext using CDI Quicklink

    The user selected a PDF Quicklink.

    Document

    Link

    Link to HTML fulltext using CDI Quicklink

    The user selected an HTML Quicklink.

    Get It - Custom Order of Locations

    December 2021 URM-141446
    Previously, the locations in Get It were sorted either by alphabetic order or by best location. For more details, see Configuring the Order of Locations in Primo Search Results. With this enhancement, you can now create a default sort order for all views and override it with custom ordering per view. 

     PVE_DefaultSortOrder_GetIt.png

    Get It - Alphabetical Sorting Shown

    In addition, the availability statement will now display the name of the preferred location. 

    Configuration Options

    This functionality is disabled by default. The following table lists the configurations needed to enable custom sorting in Primo VE.

    Configuration Option Description

    Locations Ordering Profile (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Locations Ordering Profile)

    To enable custom sorting, set the Use Custom Sorting field to Yes on Alma's Locations Ordering Profile page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Locations Ordering Profile). When set, this is the default setting for all views in Primo VE.

    For more details on how to configure custom location sorting, see the following Alma pages:

    Full Record Services tab in View Configuration (Configuration Menu > Discovery > Display Configuration > Configure Views)

    To override Alma's custom sorting above, configure custom sorting for at least one library in your view:

    1. Edit your view and select the Full Record Services tab.

    2. Configure the getit_link1 code to open the Custom Locations Sorting dialog box.

    3. Select Set custom libraries order to open the Custom Libraries Order mapping table for your view.

    4. Add a row for each library and set its library priority (1 = highest priority). All unassigned locations are grouped together and given the lowest priority. Locations are sorted alphabetically in the following order: library priority, location priority, and number of available items. For more details, see Configuring the Get It Service. 

    5. Save your settings.

    For more details, see Configuring the Get It Service.

    Option to Hide Offensive Subject Terms to Support Diversity, Equity, and Inclusion (DEI)

    December 2021 URM-151877
    This functionality allows you to create a list of inappropriate or offensive words and phrases (in any language) that should be hidden in Subject fields that appear in the full display, brief results, and facets. When configured, the excluded words/phrases are not case-sensitive and must match the contents of the Subject field exactly.

    For example, if the word nutrition is excluded, Subjects containing only the word nutrition are not displayed, while Subjects that contain the word nutrition as part of a phrase (such as nutrition periodicals) will continue to be displayed.

    PVE_DEI_Example2.png

    Facets Example

    Configuration Options

    The DEI - List of Terms to Exclude from Subject Heading page (Configuration Menu > Discovery > Other > DEI - List of terms to exclude from Subject Heading) has been added to support this functionality. Per line, add the offensive word or phrase (in any language) that you want to exclude from display in the Subject headings. The exact words/phrases are not case-sensitive. For more details, see Configuring the DEI Exclude List for Primo VE.

    PVE_DEI_ExclusionPage.png

    Exclusion List for DEI

    Support Configuration of Additional Personal Details in My Library Card

    December 2021 URM-149599 URM-140342 URM-140340
    You can now configure and display the following additional details in My Library Card > Personal Details:

    • Display and Add cc Email Addresses – Alma has the ability to send emails to multiple recipients simultaneously, for example emails addressed to under-aged patrons can also be sent to their legal guardians (see Managing User Contact Information in Alma). With this enhancement, Primo VE users can now view and add cc email addresses to My Library Card > Personal Details. These email addresses will display below the user's preferred email address.

      If there are more than five email addresses, users will see the Show All option to allow them to display all the additional emails.

      PVE_Edit_CC_EmailAddresses.png
      Personal Details Tab in My Library Card (Edit Mode)

    • Display additional account information, and disable display of account expiration date – In Alma, patron details (such as contact and account information) are stored for each user. With this enhancement, you will now have the option to enable/disable the display of the following details in My Library Card > Personal Details:

      • User identifiers – If enabled for display, the user's identifiers (such as social media, institution, and barcode) display on the Personal Details page. If there are more than five identifiers, users can select the Show All option to see all identifiers.

      • User roles – If enabled for display, the user's roles (such as Patron or User Administrator) display on the Personal Details page. You now have the ability to disable the display of this information in My Library Card. For each user role, the following information displays: scope of the role and expiration date (if defined). If there are more than five roles, users can select the Show All option to see all roles.

      • Account expiration date – Previously, the expiration date of the user's account displayed by default just below the Personal Details heading on the Personal Details page. You now have the ability to disable the display of this information on the Personal Details page.

      PVE_MLC_PD_UserRolesIdentifiers2.png

      Additional Details in Personal Details

    Configuration Options

    This functionality is disabled by default. The following table lists the supported configuration options to manage this functionality.

    Configuration Option Description

    Personal Details Configuration mapping table (Configuration Menu > Discovery > Library Card Configurations > Personal Details Configuration)

    This table allows you to control what is displayed in the Personal Details tab of My Library Card. The following options have been added to support this functionality:

    • Additional Email Addresses – Enables/disables the display of additional email addresses of type cc on the Personal Details page.

    • Allow add/edit internal emails – Enables/disables whether users can add cc email addresses on the Personal Details page in edit mode.

    • User Identifiers – Enables/disables the display of the user's identifiers (such a social media, institution, and barcode) on the Personal Details page.

    • User Roles – Enables/disables the display of the user's roles on the Personal Details page.

    • User Expiration Date – The expiration date of the user's account is displayed by default. You now have the ability to disable the display of this information on the Personal Details page.

    For more details, see Configuring Personal Details Settings for Primo VE.

    Personal Settings Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    This table allows you to customize and translate the display labels that are associated with your personal settings in My Library Card. The following codes have been added for this functionality:

    • contact.additional_email_addresses: Additional Email Addresses:

    • contact.button.show_all_user_additional_email_addresses: Show All

    • contact.button.add_new_additional_email: Add New Additional Email

    • contact.user_identifiers: User Identifiers:

    • contact.button.show_all_identifiers: Show All

    • contact.user_roles: User Roles:

    • contact.button.show_all_user_roles: Show All

    • contact.user_roles.expiration_date: Expiration Date:

    The translations for labels associated with the user roles and identifiers will not be available until the January release. If you need them sooner, you can add them manually.

    Primo VE to Primo VE - Include Delivery from Remote Institution

    December 2021 URM-112837
    When searching remote institutions, users will now see the availability information at the remote institution and will also receive delivery options if they are signed-in and have permissions at that remote institution. To support this functionality, the remote availability information is displayed in the Get It from Other Institutions section, which may appear under the Get It or How to Get It sections on the record's Full Display page depending on the availability of the record in the local institution.

    PVE_GetItOtherInst_DisplayName2.png

    Get It - Get It from Remote Institutions

    Users can select the availability link to list the locations that contain the item at the remote institution. When signed-in, users will see delivery options based on the configuration of your Alma fulfillment network.

    PVE_GetItOtherInst_DisplayLocations.png

    List of Locations at Remote Institution

    Currently, both the local and remote institutions must reside on the same Alma instance.

    Configuration Options

    On the Define Primo VE Deep Search Scope page (Configuration Menu > Discovery > Search Configuration > Search Profiles), the Display Institution Name field has been added to allow the local institution to provide a display name for the remote institution on the Full Display page. For more details, see Defining a Scope for a Third-Party Index.

    PVE_DefineDeepSearchScope_DisplayName.png

    Display Institution Name - Define Primo VE Deep Search Scope Page

    The configuration in the remote institution has not changed. For more details, see Configuring Deep Search in a Remote Primo VE Institution.

    Additional Enhancements

    • December 2021 URM-150248
      Limit Search/Facets of Local Extensions to Local Institution – Previously, local extensions (MARC fields 9XX, 59X, and 69X) were searchable via search and facets from any institution in a consortium. With this enhancement, these local extensions are limited to the local institution only.

      This feature will not become effective until the completion of the next semi-annual indexing, which is scheduled to be completed at the end of January 2022.

    • December 2021 PRM-45819
      Ongoing Analytics Improvements – As part of our continuous effort to improve our data tracking and reporting in Analytics, the following actions have been added to the Action Usage subject area:
       
      Group Subgroup Action Description
      Results List Sort Sort by date-newest User selected to sort results by the newest date first.
      Sort by date-oldest User selected to sort results by the oldest date first.

    Resolved Issues

    • December 2021 PRM-43226 SF: 5309028, 5317732, 5330766
      Facet check boxes on IOS devices required a double-tap to include them. This has been fixed, and the exclude button is always visible for facets on mobile/tablet devices (screen widths less than 1280 px).
    • December 2021 PRM-45998 SF: 6048841, 6211410, 6213132
      The exclude button was always visible for facets regardless of the page width or screen size. This has been fixed. For page widths above 1280 px (desktop), users must now hover the cursor over a facet to display its exclude button, and for screen sizes (mobile/tablet) and page widths (desktop) less than 1280 px, the exclude button is always visible for facets.
    • December 2021 PRM-45165
      The page was not titled according to the area's name after the record's full view was opened and closed. This has been fixed. Note that the main.title code is now used instead of the nui.brief.title code in the Header/Footer Tiles code table. For more details, see Configuring the Page Title in Primo VE.
    • December 2021 PRM-45590 SF: 5301342
      While using JAWS, users were unable to use the content in My Library Card due to an issue with the HTML markup. This has been fixed.
    • December 2021 URM-161275 SF: 5308373, 5307912, 5306053, 5305985, 5305863, 5305312
      Citation trails opened blank page from multi-line advanced searches. This has been fixed.
    • December 2021 URM-159329 SF: 5319260
      Unable to change the order of search profiles on pages other than the first page for a views search profile slots in View Configuration. This has been fixed.
    • December 2021 URM-158613 SF: 5316844, 5323968
      Internal users could not log on to Primo VE. This has been fixed.
    • December 2021 URM-156246 SF: 5303337, 5319554
      Entries are not displayed from resource sharing restriction rules table in NZ. This has been fixed.
    • December 2021 URM-154951 SF: 5312424, 5319042
      An Overdue icon always appeared in the My Library Card > Loans section. This has been fixed.
    • December 2021 URM-151647 SF: 5317883, 5322442, 5322515
      Search terms that have a hyphen were not found. This has been fixed.
    • December 2021 URM-151333 SF: 5300416
      Display Logic rule for Hide full text if exists ANY full text is always hiding the service in Primo VE. This has been fixed.
    • December 2021 URM-148354 SF: 5303159, 5315464, 5319553, 5323985
      Data was missing in Analytics. This has been fixed.
    • December 2021 URM-145381 SF: 5305816, 5316999, 5320573, 5332044
      Direct linking did not work for NZ records that have electronic services. This has been fixed.
    • December 2021 URM-144806 SF: 5298810
      Link to Alma Viewer used Default View instead of Current View. This has been fixed.
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