Primo VE August 2022 Release Notes
Features
Display Collection Discovery for Specific Libraries / Institutions
August 2022 URM-160698 URM-162491
Previously, there was no way to control the display of collections for institutions in a consortium or for libraries by view in a single institution. With this enhancement, collections are now filtered by library as follows:
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On the Collection pages, only the collections/sub-collections that are associated with the relevant library are displayed.
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When searching for items from the Collections Lobby page, only the items that are associated with the relevant library are displayed.
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The collection path that displays for an item on the Full Display page, includes only the paths to collections that are associated with the relevant library.
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The More from the same collection area shows only items that are associated with the relevant library.
Configuration Options
This functionality is disabled by default. Refer to the following table for configuration information.
| Configuration Element | Description |
|---|---|
|
Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings) |
Set the view_to_libraries_for_collection_discovery parameter to true to allow collections to be filtered by library/view. You must also map your views to libraries in your institutions so that they can be filtered accordingly for collection discovery. |
|
Primo view mapped into Alma libraries mapping table (Configuration Menu > Discovery > GetIt Configuration > Primo View to Libraries) |
Use this mapping table to map the views to libraries in your institutions. For more details, see Configuring the Location Filter List for Get It. |
New Resource Recommender Type - Banner
August 2022 URM-161890
The Banner Resource Recommender Type allows libraries to display a persistent banner that spans the entire page and appears above all other recommendations, regardless of priority and persistence. The banner displays the following information: name, title, description, and link.
Users can click the X icon to dismiss the banner for the duration of the session.
If more than one banner is configured and active, only the first banner in the list displays above all other applicable suggestions.
Analytics - Banner Resource Recommender Type
To support this functionality, the following actions have been added to the Action Usage subject area:
| Group | Subgroup | Action | Description |
|---|---|---|---|
|
Exploration |
Resource Recommender |
Click on recommended resource - banner |
The user selected the banner or its link. |
|
Resource Recommender Banner appeared |
The user performed a search for which the banner appeared. |
Configuration Options
To support this functionality, the new Banner type has been added to the Resource Recommender Configuration page (Configuration Menu > Discovery > Other > Resource Recommender Configuration). For more details, see Resource Recommender for Primo VE.
The following table lists additional configuration options for this functionality.
| Element | Description |
|---|---|
|
Results Tile Labels code table |
The following code has been added to support the tooltip for the banner's X icon, which is used to close the banner for the remainder of the session:
|
|
Aria Labels code table |
The following codes have been added to support this functionality in screen readers:
|
Support Persistent Suggestions in Resource Recommender
August 2022 URM-161890
Each resource type now allows you to display its recommendations for every search without having to match a searchable tag. These resources appear first, and if more than three suggestions are configured, you can view all persistent suggestions and the other matching suggestions by selecting the See all suggested resources link.
In the following example, the first suggestion on the left is persistent and appears first in the list of suggestions from Resource Recommender:
Configuration Options
To Support this functionality, the Display Always column has been added to the Resource Recommender Configuration page (Configuration Menu > Discovery > Other > Resource Recommender Configuration) to enable persistence at the recommendation level. When selected, the suggestion displays for every search. The order in which it displays in the suggested results is determined by the priority of the suggestion's resource type.
For more details, see Resource Recommender for Primo VE.
Exclude eBooks from CDI Results - Phase 2 (NERS #6702)
August 2022 URM-153520
In November 2021, we added a configuration option to exclude eBooks from your CDI results. This option is useful if you prefer to use your own eBook catalog records (in your Primo local index) instead of the eBook records from CDI. Turning on this option filters all eBook records from the CDI results, both in the filtered and expanded searches.
With the second phase of this enhancement, we exclude CDI eBook records only for collections that have portfolios in Alma instead of filtering out all eBook records from the CDI results. Books from database collections will continue to appear in the CDI search results. For example, if you have active collections for Wiley or JSTOR books, these books are not returned by CDI, but the books from HathiTrust or other collections without portfolios in Alma are returned.
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The Exclude CDI eBooks option on the Define a Custom Search Profile page (Configuration Menu > Discovery > Search Configuration > Search Profiles) remains the same.
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The functionality will change automatically in CDI with the August 2022 release.
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When this option is turned on, the CDI books are removed from both the 'Filtered' and 'Expanded' searches for all collections that have portfolios in Alma. Only books affiliated with database collections that you have activated (for full text or search) are included in the CDI search results.
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This option will still display duplicates when a book record is available from both a database collection and a collection with portfolios (and they are part of the same merged record), regardless of your institution's activations.
User Settings for Persistent Search History
August 2022 URM-162744
Primo VE now allows signed-in users to configure whether a user's search history is retained between sessions and whether a user's search history is used for recent search suggestions. To enable this functionality, signed-in users can perform the following steps in the UI:
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Select the new My Personal Details and Settings option in the User Area menu to open the My Library Card > Personal Details and Settings tab directly.
My Personal Details and Settings Option - User Area Menu -
In the new Personal Settings section, configure the following new options:
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Allow saving my history – When selected, the user's search history is retained between sessions.
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Use my search history for the recent search suggestions – When selected, the user's search history is used to provide recent search suggestions.
Personal Settings Options Enabled in My Library Card -
Analytics - Persistent Search History
To support this functionality, the following actions have been added to the Action Usage subject area:
| Group | Subgroup | Action | Description |
|---|---|---|---|
| General | General |
Disable saving search history |
The user disabled the Allow saving my search history option in My Libray > Personal Details and Settings. |
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Disable using search history for search suggestions |
The user disabled the Use my search history for the recent search suggestions option in My Libray > Personal Details and Settings. |
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Enable saving search history |
The user enabled the Allow saving my search history option in My Libray > Personal Details and Settings. |
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Enable using search history for search suggestions |
The user enabled the Use my search history for the recent search suggestions option in My Libray > Personal Details and Settings. |
Configuration Options
This functionality is not enabled by default and requires configuration at the institution level. The following table lists the required and optional configuration associated with this functionality.
| Configuration Element | Description |
|---|---|
|
Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings) |
Configuration the following settings to enable persistent functionality in the UI:
|
|
User Tile code table (Configuration Menu > Discovery > Display Configuration > Labels) |
The following code defines the label for the new option in the User Area menu: nui.eshelf.menu.userSettings – My Personal details and settings |
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My preferences Tile code table (Configuration Menu > Discovery > Display Configuration > Labels) |
The following codes define the labels for the new options in the Personal Settings section on the Personal Details tab:
|
|
Error messages code table (Configuration Menu > Discovery > Display Configuration > Labels) |
The following code defines the label for the error message that displays if the user settings cannot be saved for any reason: nui.mypref.label.errorSavingSettings – Settings were not saved due to an internal server error; Please try again later |
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Aria Labels code table (Configuration Menu > Discovery > Display Configuration > Labels) |
The following codes support the use of screen readers for this functionality:
|
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Library card Labels code table (Configuration Menu > Discovery > Display Configuration > Labels) |
The following codes define the labels for the new sections in My Library Card:
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reCaptcha Option for Export to Email Action and Give Us Feedback Tool
August 2022 URM-162953
Primo now allows you to add reCaptcha security when using the Export to Email action and providing feedback with the Give Us Feedback Tool.
Configuration Options
reCaptcha is not configured out of the box. Please refer to the following table for configuration details. For more details, see Configuring reCaptcha for Primo VE.
| Configuration Element | Description |
|---|---|
|
Captcha Keys mapping table (Configuration Menu > Discovery > Other > Captcha configuration) |
This new mapping table enables the reCaptcha functionality for the Export to Email action and the Give Us Feedback Tool. To enable reCaptcha in Primo VE:
|
|
Send Email and Sms Labels code table (Configuration Menu > Discovery > Display Configuration > Labels) |
The following codes have been added to this code table to customize/translate the labels associated with reCaptcha:
|
Option to Set Secondary Resource Type in Facets and Pre-filters
August 2022 URM-156878
Previously, you could assign only one resource type to a record, which limited the search and facets of resources that fell under multiple categories (such as conference proceedings on ebook, dissertations on audio CD, or collections of archival materials that consist of images, and so forth). With this enhancement, you now have the ability to assign secondary resource types to records to allow these records to be found using facets and search pre-filters. Note that these records will continue to display their main resource type only.
Additional resource types cannot be added to Database and Collection resource types because of the manner in which they are calculated.
Configuration Options
To support this functionality, the new Secondary Resource Type page (Configuration Menu > Discovery > Search Configuration > Secondary Resource Type) enables you to assign an additional resource type to records to allow them to be found with a secondary resource type.
For example, if the following secondary resource type is configured, all records matching its criteria are indexed with the Microform resource type so that they are included for search and facets only. For more details, see Configuring Secondary Resource Types for Primo VE.
For consortia:
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If secondary resource type rules are set at the IZ level, they are applied to IZ records.
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If the rules are set in the NZ, they are applied to all NZ records
Support Normalization of Display and Local Fields for Dublin Core
August 2022 URM-100382
With this enhancement, customers can now create DC normalization rules to modify the display and search of Display and Local fields on the Manage Display and Local Fields page (Configuration Menu > Discovery > Display Configuration > Manage display and local fields).
As with MARC normalizations rules, you can configure only the display rules for Display fields, but with Local fields, you can configure both the display and search/facet rules. For more details, see Managing Display and Local Fields for Primo VE.
The syntax that is used for the DC normalization rules is similar to that used for other Display and Local fields. It is recommended that you use the templates provided for the fields as a guide. The following example shows the default rules used to display the Creator field:
rule "prima_display creator- dcterms:creator"
when
DCMI is "dcterms"."creator"
then
create operational."prima_display"."creator" with DCMI."dcterms"."creator"
end
rule "prima_display creator - dc:creator"
when
DCMI is "dc"."creator"
then
create operational."prima_display"."creator" with DCMI."dc"."creator"
end
For more details, see Configuring Normalization Rules for Display and Local Fields.
Support Location Filter in Availability Statement
August 2022 URM-XXXXX
Previously, if locations were filtered in Get It using the Primo View Mapped into Alma Libraries page (Configuration Menu > Discovery > GetIt Configuration > Primo View to Libraries), the filtered locations appeared in the availability statement that displays in the brief display lines on both the Brief Results and Full Display pages. With this enhancement, the availability statement displays the same locations that are visible in Get It (depending on whether the locations are filtered or unfiltered).
If the Unfilter option is selected in Get It, the previously filtered locations appear in the availability statement.
Configuration Options
No additional configuration is necessary. For more details, see Configuring the Location Filter List for Get It.
Support Filtering of Custom Languages in Advanced Search
August 2022 URM-161102
Previously, custom languages were supported only under the Language field of the record's full details and under the Language facet in the results. With this enhancement, you can now configure and filter Advanced Searches by a custom language.
Configuration Options
This functionality requires you to add the language's code to the Advanced Search Languages Labels code table () and to add the language to the Language filter in Advanced Search. For more details, see Configuring Austlang and Custom Languages for Primo VE.
Support Alphabetic Sort of Subjects in Record's Full Details
August 2022 URM-166292
The subjects that display in the record's full details can now be sorted alphabetically by subject. For example:
Configuration Options
This functionality is disabled by default. To enable it, set the new subjects_alphabetical_sort_fullDisplay customer parameter to true on the page (Configuration Menu > Discovery > Other > Customer Settings).
Ability to Include or Exclude Full Text Matches in CDI
August 2022 URM-169490
Previously, the ability to exclude full text matches in CDI defaulted to the following option for new and existing views: Search in FT: Yes (Always). With this enhancement, new and existing views now default to the following option, which does not search full text in CDI: Search in FT: No (Always). For more details regarding these options, see Configuring Search Profiles for Primo VE.
Additional Enhancements
- August 2022 PRM-46601 (Added September 14, 2022)
The following actions have been added to the Action Usage subject area in Primo VE Analytics to support the display of all links from CDI in View It:Group Subgroup Action Description Document
Link
Additional openURL
Additional Link to source
The user selected an additional link in the View It section of the record's full display.
When a user selects a link in View It, these actions can occur only if the Display all links from CDI capability is enabled, multiple links are returned from CDI, and the user has first selected Show More.
For additional information, see Display All Links in Full Display for CDI.
- August 2022 URM-171605
Primo VE now supports out-of-the-box translations for Ukrainian. - August 2022 URM-128817
Primo VE now maps the MARC 260 $a and 264 $a fields to the General search field. - August 2022 URM-149372
The Access Model in Primo VE now supports HTML in the record's full display.
Resolved Issues
- August 2022 URM-176954 SF: 06385379 (Added August 2, 2022)
General electronic services were not displayed for records. This has been fixed. - August 2022 PRM-46554 SF: 06282871
It was not possible to set distinct placeholder text labels for start/end year fields. The use of one label caused confusion for visually impaired users. This has been fixed. - August 2022 PRM-45630 SF: 05319118
No oral announcement provided for dynamically changed content for Item Display in the Get It section. This has been fixed. - August 2022 PRM-39766 SF: 06390360, 05587616, 05313267, 05312236, 05300667, 05299529
Cannot open Virtual Browse item when opening a full view from My Favorites. This has been fixed. - August 2022 PRM-46752 SF: 06388918
In some cases, the following console error appeared: Possibly unhandled rejection: canceled. This has been fixed. - August 2022 PRM-42702 SF: 06434586
Beginning with the May 2020 release, for narrow screen widths (such as with mobile devices), citation trail icons appear only in the record's full display and not in the brief results. - August 2022 URM-174704 SF: 6305630, 6404667
IZ shared digital resources were not displaying in NZ Union View & other IZ views. This has been fixed. - August 2022 URM-172578 SF: 6370972
The digital inventory of suppressed record still appeared in the dedup group with Alma-E and Alma-P. This has been fixed. - August 2022 URM-170065 SF: 6287084, 6334886
Quicklinks were not proxied in results of Newspaper Search. This has been fixed. - August 2022 URM-170040 SF: 6315839
Unable to change order of search profiles for Search Profile slot on second page. This has been fixed. - August 2022 URM-169615 SF: 6237572
In Blank ILL form, the fields Preferred Pickup Location and Preferred Local Pickup Location were not appearing as mandatory. This has been fixed. - August 2022 URM-169159 SF: 6292005
After changing the UI language, two language parameters in calls caused a discrepancy between UI and selected language. This has been fixed. - August 2022 URM-168896 SF: 6220188, 6271874
The language parameter in the URL ("lang") was not changing after sign-in. This has been fixed to use the user's default language. - August 2022 URM-167955 SF: 5305017
Check Availability calendar was different between Alma's Get it and Primo VE. This has been fixed. - August 2022 URM-167480 SF: 5324963, 6377420
Inconsistent formatting in Locations and Location items. This has been fixed. - August 2022 URM-167303 SF: 5322973, 6051114, 6344364
Clarification was provided for the use of HTML in display labels. For details, see Codes that Support HTML Formatting. - August 2022 URM-166285 SF: 6051856, 6213501, 6268749, 6346659
For certain UNIMARC records, addata/aufirst and addata/aulast were not created correctly, causing wrong citation format. This has been fixed by including 7XX a, b subfields in the mapping rules. - August 2022 URM-165917 SF: 6046919
Unrelated subfield was added to thumbnail link. This has been fixed. - August 2022 URM-165327 SF: 6226824
The Print action wasn't able to translate the "unavailable" availability status. This has been fixed and will use the following code: delivery.code.unavailable label. - August 2022 URM-162953 SF: 5323073, 6437494, 6443113
Add configuration for Captcha option to protect from SPAM Mail for both email and report a problem. See reCaptcha Option for Export to Email Action and Give Us Feedback Tool. - August 2022 URM-161102 SF: 5301193, 6338608
Support Custom language in the Advanced Search Language filter. See Support Filtering of Custom Languages in Advanced Search. - August 2022 URM-160698 SF: 5323049, 6023865
(NERS 7402) Display Collection Discovery for specific libraries / institutions. See Display Collection Discovery for Specific Libraries / Institutions. - August 2022 URM-149372 SF: 5333078
Public Access Model didn't support HTML. See Additional Enhancements. - August 2022 URM-145572 SF: 5299770, 5324739, 5332762, 6278621, 6349808
The New records from last month facet did not include new records from last week. This has been fixed by including new records from last month and last week. - August 2022 URM-128817 SF: 5328439
Added two drools to the marc2opr for the General search field. See Additional Enhancements. - August 2022 URM-100382 SF: 6043491
Allow normalizing metadata fields for search and Display - DC. See Support Normalization of Display and Local Fields for Dublin Core. - August 2022 URM-171268 SF: 06325877, 06362038, 06368862
In My Library Card, the language parameter in the URL ("lang") was not changed after selecting new interface language. This has been fixed.