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    Configuring Discovery Views for Primo VE

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    If you are configuring the Services page for an Alma-Summon environment, see Configuring the Services Page.

    To configure discovery options (Configuration Menu > Discovery) for Primo VE, you must be assigned the following role: Discovery - Admin.

    Primo VE enables end users to perform searches, view online material, request materials, and view their account information. The Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views) enables you to configure multiple views that can be based on institution, library, campus, and user group. Each view can have its own look-and-feel and settings (such as search profiles and services).

    ViewsList_NewUI.png

    View List Page

    In addition to creating a new view, the Views List page allows you to perform the following actions on each view in the list:

    • Edit – This action opens the View Configuration page, which allows you to edit the various configuration tabs for the selected view. For more details on each tab, see the sections below.

    • Duplicate – This action creates a new view based on the selected view.

    • Override – This action allows you to override the selected view with the configuration of another view in the list.

    • Delete – This action deletes the selected view.

    • Go to View – This option opens the UI for the selected view.

    The following sections describe how to create a new view using each tab in the view configuration.

    Defining a View

    The View Configuration page consists of several tabs that allow you to configure the settings that are related to what end users see in the UI (such as search scopes, look-and-feel, and services). The initial definition of a view configures the General tab and populates the other tabs with the out-of-the-box settings. You can test your view by selecting Go to View n a row actions list on the Views List page.

    You can create multiple views based on institution, library, campus, and user group.

    To add a discovery view:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), select Add View to open the View Configuration page.

      PVE_VC_GeneralTab1a.png

      View Configuration Page

      For member institutions of a consortium, the Discovery network settings section will also appear on the View Configuration page:

      PVE_DiscoveryNetworkSettings_GeneralTab.png

      The Discovery Network Settings Section (View Configuration Page - General Tab)

      Changes to the General tab require you to select the Save button to make the changes effective in the UI. Changes to other tabs are effective immediately.

    2. Specify the following fields on the View Configuration Page:

      View Configuration Page - General Tab Fields
      Field Description

      Define View:

      Code

      A unique code for your view. After saving the view, the system will automatically prefix the code with your institution's code.

      Name

      A name for your view.

      Description

      Optional text to describe the view for internal use.

      General Attributes:

      Affiliate with

      You can associate each view with a specific Primo Central index so that you can provide full-text availability per campus/library. For instructions on creating Primo Central indexes, see Configuring Central Index and Proxy Settings.

      To affiliate a view with a campus/library:

      1. Select either Campus or Library.

      2. Depending on the type of affiliation selected, select either a campus or library from the drop-down list.

      This option is only available to customers who have configured their environment to support inventory management groups, which are based on campuses and libraries. For more details, see Configuring Inventory Management Groups.

      Default Language

      The default language that the system will use for Primo VE.

      Time-out URL

      This field is no longer in use.

      The redirection URL for Primo VE after a timeout.

      If this field is left empty, the default system behavior is to refresh the page and to clear all personal parameters.

      Timeout (in minutes) for guest users

      The time in minutes when a session is timed out due to inactivity for guest users. A setting of 0 indicates that there is no timeout period.

      When a session times out, the system clears all personal parameters (such as saved searches) and refreshes the page, leaving the user within the context of the page.

      Timeout (in minutes) for signed-in users

      The time in minutes when a session is timed out due to inactivity for signed-in users. A setting of 0 indicates that there is no timeout period.

      When a session times out, the system clears all personal parameters (such as saved searches) and refreshes the page, leaving the user within the context of the page.

      Side bar (Tweak my results) position

      The position of the Tweak your results section on the Brief Results page: On the right (default position) or On the left.

      TweakYourResultsSectionResultsPage.png

      Tweak Your Results Section on the Brief Results Page

      Auto Complete Enabled

      Whether auto-complete suggestions are enabled in the Primo VE search box.

      Select as Default View

      Which view is used when staff users select the Display in Discovery option from the Alma repository search results.

      DisplayInDiscovery_NewUI.png

      Repository Search Results - Display in Discovery Option

      Enable the 'Personalize Your Results' service

      Whether the Personalized Results service is enabled in the UI.

      PVE_PersonalizeButton.png

      Enable Personalization in the UI

      Enable Syndetics

      Whether Syndetics Unbound displays in the Explore section of a record's full display.

      This check box appears only after registering for Syndetics Unbound and entering the license ID in the Syndetics_Unbound_Customer_ID parameter on the Discovery Customer Settings mapping table page (Configuration Menu > Discovery > Other > Customer Settings).

      For more information regarding Syndetics Unbound, see Setting Up Syndetics Unbound in Primo VE.

      Enable Collection Discovery Features

      Whether Collection Discovery is enabled in the UI.

      Display link to Newspapers Search

      When selected, this option enables the Newspapers search link in the following areas in Newspaper Search results:

      • At the bottom of the search results page.

      • At the top of the Resource Type facet in the Tweak My Results section of the results.

      To enable these links, you must first enable the Newspaper Search feature on the Central Index and Proxy Set-Up page (Configuration Menu > Discovery > Other > Central Index and proxy set-up). For more information, see Configuring Central Index and Proxy Settings.

      Highlight reference entry on top

      When selected, this option displays a short topic overview, which is derived from a reference entry in a collection that you have active, on top of the results list. In the initial release, eligible source collections include the following: Credo, Encyclopedia Britannica, Gale Virtual Reference Library, Worldbook, Netadvance, and Wikipedia.

      Primo_RefEntryExample.png

      Reference Entry at the Top of Results

      Related records display

      Enables the related reading links in the Full Display. Currently, the following relationships are supported:

      Supported Related Reading Relationships
      Relation from Relation to Usage

      Books (local and PC)

      Chapters of the book (PC)

      Allows users to view specific chapters from the book.

      Books (local and PC)

      Reviews of the book (PC)

      Allows user to view any related book reviews.

      Chapters (PC)

      Other chapters in the book (PC)

      Allows users to view other chapters from the book.

      The Related Items Labels code table allows you to configure the display labels for this functionality. 

      Discovery Network Settings (Consortia environments only):

      Display locations from member institutions

      Select to display physical holdings for other member institutions in your consortium.

      Include member institution physical inventory in facets

      Configure the behavior of the Institution and Availability facets:

      • Never – Select this option if you do not want to display physical inventory from other member institutions in your consortium.

      • Only in cross institution search – Select this option if you want to display physical inventory from other member institutions in your consortium only when the selected search profile (such as DiscoveryNetwork) includes records from other member institutions.

      • Always – Select this option if you always want to display physical inventory from other member institutions in your consortium.

      Library facet

      If the Institution and Availability facets have been configured to display physical inventory from member institutions, select one of the following options to configure the behavior of the Library facet:

      • Do not display member libraries – Select this option if you do not want to include physical inventory from other member's libraries.

      • Display member libraries separately – Select this option if you want to include physical inventory from other member's libraries with a separate facet below the Library facet.

      • Display member libraries with my institution libraries – Select this option if you want to include physical inventory from other member's libraries with the Library facet.

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

    4. You have just configured the fields on the General tab. See the following sections to configure the remaining tabs in your view:

      • Configuring the Links Menu – Defines the links that appear on the Links menu, which displays at the top of Primo VE.

      • Search Profile Slots – Defines the search scopes used in Primo VE.

      • Advanced Search Configuration – Configures the following lists of configuration values that display in Primo VE: indexes, resource types, and languages.

      • Brief Results – Configures the facets and sort options that display on the Brief Results page in Primo VE.

      • Brief Record Display – Configures the fields and actions that display above each record on the Brief Results page in Primo VE.

      • Full Record Services – Configures the display of the service sections on the Full Display page in Primo VE.

      • Manage Customization Package – Manages the customization packages that you can use to modify the look of Primo VE.

    Configuring the Links Menu

    The Links Menu tab on the View Configuration page allows you to define the links on the Main menu, which display at the top of Primo VE:

    PVE_VC_LinksMenu_Configuration.png

    Links Menu Tab

    In the following example, the following links are enabled: Journal Search, Tags, Library Search, ILL Request, Fetch Item, and Browse Search:

    LinksMenu.png

    Links on Main Menu

    Currently, Tags functionality is not supported in consortia environments. For information on how to delete the Tags link and other links, see Deleting a Link from the Links Menu.

    Adding a Link to the Links Menu

    Out of the box, Primo VE provides the following links: Journal Search, Tags, Library Search, ILL Request, and Browse Search. Browse Search provides additional configuration options (see Configuring Browse Search).

    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 allow you to add and modify links.

    To add a link to the Links menu:
    1. Select Add Link to open the Define Menu Link Page.

      AddLink_NewUI.png

      Define Menu Link Page
    2. 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 GlobeButton.png 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.

      Description

      The text that displays 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 GlobeButton.png if you want to create translations for the text in the View Labels code table. For more information, see Configuring Display Labels.

    Deleting a Link from 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 allow you to add and modify links.

    Because tagging is not supported in consortia environments, the tags code should be deleted in all institutions. In addition to the link in the Main Menu, the Tags Service will be removed from the Full Display page. 

    To delete a link (that you added) from the Links menu:
    On the Links tab, select Delete in the row actions list.

    Activating or Deactivating a Link 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 allow you to add and modify links.

    To activate/deactivate a link on the Links menu:
    On the Links tab, toggle the slider in the row containing the link that you want to activate/deactivate.

    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 allow you to add and modify links.

    To order links on the Links menu:
    On the Links tab, select the up/down arrows in the rows containing the slots that you want to move.

    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).

    BrowseByDropDownList.png
    Browse By Drop-Down List
    To configure Browse Search:
    1. On the Links tab, edit the row that contains the Browse Search link to open the Edit Menu Link page.

    2. EditMenuLink_NewUI.png

      Edit Menu Link Page for Browse Search

      The Subject and Series browse types appear in the list, but they are not currently supported.

    3. 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.

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

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

    5. Select Save.

    Configuring Search Profile Slots

    Search profile slots, which are comprised of one or more search profiles (see Configuring Search Profiles), allow users to narrow their searches to material under specific categories (such as the full catalog, journals, or items from a specific campus only). The search profile slots appear in the following areas in Primo VE:

    • Below search box – As users type characters in the search box, they can choose a specific active slot for their search query:

      AboveSearchRecomend.png

      Below Search Box while Typing
    • Next to the search box on the Results List page – A slot drop-down list displays next to the search box to allow users to perform additional search queries with any of the active slots:

      SearchScope_Drop-Down.png

      Search Box with Search Scopes

    Adding a Search Profile Slot

    The Search Profile Slots tab allows you to configure one or more search profiles slots per view. For each search profiles slot, you can specify which search profiles (see Configuring Search Profiles) to include in the slot and the order in which the slots appear in Primo VE.

    To add a search profile slot:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Search Profile Slots tab.

      View_Config_SP_Slots_NewUI.png

      Search Profile Slots Tab
    3. Select Add a Slot to open the Define Slot Page.

      View_Config_SP_Slots_AddSlot_NewUI.png

      Define Slot Page
    4. In the Define Slot section, specify the following fields:

      Fields for Add a Slot Page
      Field Description

      Code

      Specify a unique name for this slot.

      Name

      Specify the display label for this slot.

      Select the Globe button GlobeButton.png if you want to create translations for the label in the View Labels code table. For more information, see Configuring Display Labels.

      Tooltip

      Specify the tooltip for this slot.

      Select the Globe button GlobeButton.png if you want to create translations for the tooltip in the View Labels code table. For more information, see Configuring Display Labels.

      Description

      Optional text to describe the slot.

    5. In the Select Search Profiles for slot section, activate the search profiles that you want to include with the new slot. As you activate a row, it is moved to the top of the list and up/down arrows are added to the row.

    6. Select the up/down buttons as needed to change the order of the active search profiles.

    7. Select Save.

    Adding Featured Results to a Search Profile Slot

    The Featured Results feature allows you to display additional relevant records that may not have not displayed because of the search profile slot that the user had selected to perform the search. Here are some examples:

    • Include featured articles from Primo Central in a search profile slot that returns only local records.

    • Include featured images in search results in which images were excluded. For greater emphasis, you can include featured images to search results in which images are already included.

    • Include featured collections in search results in which the collection would not normally be displayed.

    When this functionality is enabled, a Featured Results Bar will appear after the third record on the first page of the brief results. Within the bar, the highest ranked records appear first. The bar will not display after selecting a facet or navigating to another page in the results. If the original query does not return results, the system will not display any featured results. For each Featured Result mapping, you can specify either of the following formats for the bar:

    • List – The Featured Results Bar in the new UI displays up to 10 items that include only the title. Users can scroll left or right to see the items in the horizontal list. If the title exceeds seven rows, an ellipsis is added to the end of the seventh row to indicate that the title is incomplete.

      FR_List.png

      List Format
    • Thumbnail – The Featured Results Bar in the new UI displays up to 10 items that include a constant size thumbnail with the title below it. Users can scroll left or right to see the items in the horizontal list. If the title exceeds four rows, an ellipsis is added to the end of the fourth row to indicate that the title is incomplete.

      FR_Thumbnail2.png

      Thumbnail Format
    To add the Featured Result Bar to a slot:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), select the Search Profile Slots tab.

    2. Edit the search profile slot to which you want to add the Featured Results Bar.

      The Edit Profile Slot page opens.

      FR_EditProfileSlot_NewUI.png

      Edit Profile Slot Page
    3. In the Define Featured Results section, select a search profile from the Enabled feature results drop-down list.

    4. The associated featured results mapping definitions appear in the list for the selected search profile.

    5. Select Add New Mapping to open the Add New Mapping dialog box.

      FR_AddNewMapping_DialogBox_NewUI.png

      Add New Mapping Dialog Box
    6. Specify the following fields in the dialog box:

      • Active – Indicates whether this mapping row is active. If you already have an active mapping row, make sure that this check box is not selected. You can activate it later from the list of mapping rows.

      • Title – Specify the display title for the Featured Results bar in the UI.

      • Search Profile – Select the search profile from which want to retrieve additional records of the selected resource type.

      • Resource Type – Select the resource type that you want to feature in the results.

      • Format – Select one of the following output formats for the Featured Results Bar: List or Thumbnail.

    7. Select Add Row to save the mapping row and to close the dialog box.

    8. On the Edit Profile Slot page, activate the mapping row that you want to use. Make sure that you first select the search profile from the Enabled featured results drop-down list.

      FR_ActivateFeaturedResults_NewUI.png

      Activate a Mapping Row

      Because only one mapping row can be active, you may need to deactivate a mapping row before activating another one.

    9. Select Save to save the changes to your profile slot.

    Deleting a Search Profile Slot

    The Search Profile Slots tab allows you to delete search profile slots.

    To delete a search profile slot:

    On the Search Profile Slots tab, select Delete from the row actions list.

    Activating/Deactivating a Search Profile Slot

    The Search Profile Slots tab allows you to activate or deactivate search profile slots.

    To activate/deactivate a search profile slot:
    On the Search Profile Slots tab, toggle the slider in the row containing the slot that you want to activate/deactivate.

    Ordering Search Profile Slots

    The Search Profile Slots tab allows you to specify the order of the search profile slots in the UI.

    To reorder the search profile slots:
    On the Search Profile Slots tab, select the up/down arrows in the rows containing the slots that you want to move.

    Configuring Advanced Searches

    The Advanced Search Configuration tab allows you to manage the following configuration lists:

    • List of Indexes – This list defines the fields that appear in the Search Field drop-down list for advances searches.

    • List of Resource types – This list defines the resource types that appear in the Material Type drop-down list for advances searches.

    • List of Languages – This list defines the languages that appear in the Language drop-down list for advances searches.

    PVE_AdvancedSearchConfig_BasicSearch.png

    Advanced Search Configuration Tab

    For each type of list, you can add and delete items, change the order of items that appear in the Advanced Search drop-down lists (Search Index and Material Type only), and indicate which search profiles can display each item.

    Adding a Search Index, Resource Type, or Language to Advanced Searches

    The List of Indexes section on the Advanced Search Configuration tab allows you to add items to the Search Index field in the Advanced Search Box. You can also add additional material types and/or languages.

    SearchIndexField.png

    Search Index Fields

    To enable the Search Inside service on the Full Display page (see Configuring the Full Display Page), you must define the ISSN field as a search index for advanced searches.

    To add a new index, resource type, or language:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Advanced Search Configuration tab.

    3. If you have not already done so, select Customize to allow you to modify the configuration list.

    4. In the relevant section, select one of the following to open its specific dialog box:

    5. Depending on the dialog box, select a search index, material type, or language from the relevant drop-down list.

    6. Specify the relevant search profiles with which the new item is associated. Do this by toggling the slider of one or more search profiles to build a custom list of search profiles, or toggle the slider next to either of the following options:

      • ALL – This option selects all search profiles including custom search profiles.

      • ALL_NOT_CR – This option selects all search profiles (including custom search profiles) except for CourseReserves.

    7. Depending on the dialog box, select Add Index, Add Resource Type, or Add Language to save the new item.

    8. Make sure that the new item has been activated.

    Deleting a Search Index, Resource Type, or Language from Advanced Searches

    In each configuration list section on the Advanced Search Configuration tab, you can delete items from a list.

    To delete a search index, resource type, or language from the advanced search:
    On the Advanced Search Configuration tab, select Delete in the row actions list.

    Activating/Deactivating a Search Index, Resource Type, or Language for Advanced Searches

    In each configuration list section on the Advanced Search Configuration tab, you can activate or deactivate items. This allows you to activate or deactivate items for all or specific search profile slots.

    To activate/deactivate a search index, resource type, or language:
    On the Advanced Search Configuration tab, toggle the slider in the row containing the item that you want to activate/deactivate.

    Changing the Order of Search Indexes and Resource Types for Advanced Searches

    In each configuration list section on the Advanced Search Configuration tab, you can order the items in the Search Index and Material Type drop-down lists on the Advanced Search page. The system alphabetically orders languages in the Language drop-down list based on the interface language.

    To change the order of items in an Advanced Search drop-down list:
    On the Advanced Search Configuration tab, select the up/down buttons as needed to change the order of the items.

    Enabling Advanced Filters for Basic Searches

    Primo VE allows users to limit their initial search results by selecting the following filters prior to executing a search using Primo VE's basic search:

    • Resource Type – This filter allows users to narrow their searches to a specific type of resource (such as books or journals). If disabled, searches include all resource types.

    • Search Type – If filtering by search field is enabled, this filter allows users to select from the following options:

      • that contain my query words – The search terms must be found in the selected search field.

      • with my exact phrase – The exact phrase must be found in the selected search field.

      • begins with – The search terms must be found at the start of the search field.

    • Search Field – This filter allows users to narrow their searches to a specific search field (such as the author or title) using the operation selected in the Search Type drop-down list. If disabled, searches include all search fields in the record.

    PVE_BS_PreFilters.png

    All Pre-Filters Enabled
    To enable the pre-filters in Basic Search:

    On the Advanced Search Configuration tab, select the Enable for Basic Search check box under the following sections:

    • List of Indexes – When selected, this option displays the Search type and Search Field drop-down lists below the basic search box.

    • List of Resource Types – When enabled, this option displays the Resource Type drop-down list below the basic search box.

    Labels for the Pre-filter drop-down lists are defined in the Basic Search Pre-Filters Labels code table. For more information, see Configuring Display Labels for Primo VE.  

    Configuring the Brief Results Page

    The Brief Results page in Primo VE opens after a user performs a search. Besides the results themselves, this page includes facets and the Sort by list.

    PVE_BR_SortOption_Facets.png
    Brief Results Page

    Configuring Facets on the Brief Results Page

    Facets allow users to filter their search results based on specific metadata (such as resource type and author). When a facet is opened, it displays a list of values and the number of results found with each value. The Brief Results tab allows you to configure how facets appear in the brief results.

    Editing a Facet

    For each facet, the Brief Results tab allows you to configure the number of values to display, sort type, search profile slots, and whether it is active (see Activating/Deactivating a Facet).

    For the New Records facet, users can display records that were added in the last week, month, and three months.

    NewRecordsFacet.png

    New Records Facet on Brief Results Page

    For the Digital Collection facet, users can display all titles that are under a top-level collection or its subcollections. Typically, top-level collections are used primarily for digital records in Alma, but any type of record is supported. For more information, see Managing Collections.

    DigitalCollectionFacetExample.png

    Digital Collection Facet in Primo VE
    To edit a facet:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Brief Results tab.

      PVE_BR_Tab_NewUI.png

      Brief Results Tab
    3. If you have not already done so in the Facets section, select Customize to allow you to modify facets.

    4. In the Values to display field, specify the maximum number of facet values that you want to display without expanding the facet. For example, the Library facet is set to 2, while the other facets are set to 0:

      FacetValueMaxValues.png

      Values to Display Field

      At the most, the system displays the top 20 values when the facet is expanded in the UI by clicking Show More (unless you are searching in a blended search engine, in which case the maximum number of facets could be higher). The maximum value is not configurable.

    5. Select one of the following values from the Sort Type drop-down list: By Size or Alphanumeric.

    6. If you want to modify a facet's search profile slots, edit the row containing the item that you want to modify. The Used by Search Profile Slots page opens..

      View_Config_BR_EditFacetItem_NewUI.png

      Used by Search Profile Slots Page
    7. Toggle the slider of one or more search profiles or one of the following options:

      • ALL – This option selects all search profiles including custom search profiles.

      • ALL_NOT_CR – This option selects all search profiles (including custom search profiles) except for CourseReserves.

    8. Select Done to return to the list of facets in the Facets section.

    Adding a Local Facet

    After you have defined a local field that can be used as a facet (see Configuring Local Display and Search Fields for Primo VE), you can specify whether it displays in the brief results.

    To add a local facet:
    1. On the Brief Results tab, select Add a Local Facet.

      PVE_AddLocalFacet.png

      Brief Results Tab - Add a Local Facet
    2. Select the local facet from the drop-down list.

      PVE_AddLocalFacetDialogBox.png

      Add Local Facet Dialog Box
    3. Select Add Facet.

    4. Edit the facet to configure its availability in the search profiles. For more information, see Editing a Facet.

    Activating/Deactivating a Facet

    You cannot add or delete facets, but you can decide whether they display on the Brief Results page.

    To activate/deactivate a facet:
    On the Brief Results tab, toggle the slider in the facet's row to activate or deactivate it.

    Ordering Facets on the Brief Results Page

    The Brief Results tab allows you specify the order in which the facets appear in the brief results.

    To order the facets:
    On the Brief Results tab, select the up/down buttons as needed to change the order of the facets.

    Disabling Top-Level Facets

    Top-level facets are the facet values that appear under the Availability facet. By default, all facet values are enabled.

    PVE_TopLevelFacets_Disable.png

    Top-Level Facets
    To disable a top-level facet:
    1. Edit the Top Level Facet Labels code table (Configuration Menu > Discovery > Display Configuration > Label).

    2. For each facet value that you want to disable, change the contents of the Description field to NOT_DEFINED. For example, if you want to disable the Open Access facet, edit the row containing the following code: facets.facet.tlevel.open_access.

    3. Select Save.

    Configuring the Sort By List on the Brief Results Page

    The Sort by drop-down list allows users to specify the order in which results appear on the Brief Results page. You can use the Brief Results tab to configure the order in which sort types appear in the list or whether sort types appear at all in the list.

    Ordering the Sort By List in the Brief Results

    The Sort by drop-down list appears above the facets in the brief results. You can use the Brief Results tab to change the order in which the sort types appear in the list.

    Sort_by_Types.png

    Sort Types in Brief Results
    To order the Sort by drop-down list:
    On the Brief Results tab, select the up/down buttons as needed to change the order of the sort types.

    Activating/Deactivating Sort Types in the Brief Results

    The Sort by drop-down list appears above the facets in the brief results. You can use the Brief Results tab to specify whether sort types appear in the list.

    Sort_by_Types.png

    Sort Types in Brief Results
    To activate/deactivate sort types:
    On the Brief Results tab, toggle the slider in the row containing the sort type that you want to activate or deactivate.

    Configuring FRBR Display Options

    Primo VE groups records using the principles in the Functional Requirements for Bibliographic Records published by the IFLA Study Group on the Functional Requirements for Bibliographic Records. This allows users to browse the brief results quickly and access related versions by selecting the see all link.

    VersionsLinkBriefDisplay.png

    See All Link in Brief Results

    The Brief Results tab in the View Configuration allows you to specify what information displays in the brief results (preferred or generic record) and the order in which other versions appear in the FRBR group.

    To configure the FRBR display options:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Brief Results tab.

      PVE_BR_Tab_DedupFRBR_Options_NewUI.png

      FRBR Display Section
    3. In the FRBR Display section, configure the following display options as needed:

      FRBR Display Options
      FRBR Option Description

      Sort FRBR Versions list by

      Select one of the following options to indicate how the system should sort the results in the List of Versions page, which is accessed by selecting the see all link in the record's brief display: Date - oldest, Date - newest, Title, and Author.

      Define FRBR Display for local records

      Select one of the following options to determine what information displays for the FRBR group in the brief results:

      • Preferred – Primo VE dynamically selects one of the records from the group for display in the brief results list. This is the preferred record. The preferred record is the highest ranked record from the results set. From the preferred record, the system displays a link to the additional records in the group.

      • Generic – The generic record serves as a placeholder for the group and does not include the data and functionality that is relevant to a specific record (such as the availability status). It only indicates that multiple versions of the title have been found. End users can select either the title or the View versions link to display the versions for the FRBR group.

      Enable FRBR

      This option (which is enabled by default) allows you to disable the display of FRBR groups at the view level. Instead, the system will display the individual records in the group. This is useful because it does not require additional data processing and job execution if a library does not want to display FRBR groups at all in the results.

      Enable Dedup

      This option (which is enabled by default) allows you to disable the display of Dedup groups at the view level. Instead, the system will display the individual records in the group. This is useful because it does not require additional data processing and job execution if a library does not want to display Dedup groups at all in the results.

    Configuring the Brief Record Display

    The Brief Record Display tab configures the information that displays for each record on the record's brief and full display pages.

    BriefDisplayExample.png

    Brief Record Display

    Configuring the Display Lines on the Display Pages

    In the brief and full display pages, you can display information contained in data fields (such as the title, author, and creation date) from the source record. This information helps users to differentiate records quickly. The Brief Record Display tab allows you to configure the display lines and the actions users can apply to each record. For mapping details, see Primo VE Display Section.

    View_Config_BRD_Tab_NewUI.png

    Brief Record Display Tab

    The display lines that appear on the record's brief and full display pages share the same configuration and cannot be configured separately.

    Editing a Display Line

    Primo VE allows you to configure up to four display lines. Each line can consist of multiple data fields that are separated by a delimiter (such as a semicolon).

    To edit a display line:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Brief Record Display tab.

    3. If you have not already done so, select Customize in the Display Fields section to allow you to modify the display lines.

    4. Edit the row containing the display line that you want to modify. The Row Fields page opens.

      View_Config_BRD_EditDisplayField_NewUI.png

      Edit Display Line Fields
    5. On the Row Fields page, you can perform the following operations:

    Adding a Field to a Display Line

    Primo VE allows you to add multiple fields to a display line. After a field has been added, you can reorder the fields in the display line as needed.

    To add a field to a display line:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Brief Record Display tab.

    3. If you have not already done so, select Customize in the Display Fields section to allow you to modify the display lines.

    4. Select the Edit row action to modify a display line. The Row Fields page opens.

    5. Select Add to open the Add Field dialog box.

      View_Config_BRD_AddDisplayField_NewUI.png

      Add Field Dialog Box
    6. Select a field from the Code drop-down list. For more information, see Primo VE Display Section.

    7. Select Add to save your new display field and to return to the Row Fields page.

    8. On the Row Fields page, you can select the up/down arrows to reorder the fields if necessary.

    Changing the Delimiter Used in Display Lines

    Primo VE allows you to specify the character (delimiter) that is used to separate display fields in the display line.

    To change the delimiter:
    1. On the Row Fields page, select Edit Delimiter to open the Edit Delimiter dialog box.

      View_Config_BRD_EditDisplayFieldDelimiter_NewUI.png

      Edit Delimiter Dialog Box
    2. Select a field from the Delimiter drop-down list.

    3. Select Save to change the delimiter and to return to the Row Fields page.

    Deleting a Display Line

    Deleting a display line in the Brief Record Display leaves an empty placeholder in case you decide to redefine it and display its data fields in the brief results.

    To delete a display line:
    On the Row Fields page, select Delete in the row actions list.

    Changing the Order of the Display Lines

    The Display Fields section allows you to configure the order in which the four display lines appear in the brief results.

    To change the order of the display lines:
    On the Brief Display tab, select the up/down buttons as needed to change the order of the display lines.

    Configuring the Actions on the Display Pages

    Primo VE allows users to perform the following actions on records, which are configured in the Record Actions section on the Brief Record Display tab:

    • Export the record to any of the following citation mangers: BibTex, EasyBib, EndNote, RefWorks. For more details, see Mappings for Export Actions in Primo VE.

    • Export the record to the RIS format. For more details, see Mappings for Export Actions in Primo VE.

    • Create a permalink for the record.

    • Create a citation for the record.

    • Send the record's details, locations, and availability information to a specified printer.

    • Send the record's details, locations, and availability information to a specified email address.

    The actions that appear on the record's brief and full display pages share the same configuration and cannot be configured separately.

    PVE_BRD_RecordActionsSection.png

    Record Actions Section on the Brief Record Display Tab

    If you have not already done so, select Customize in the Display Fields section to allow you to modify the record's brief and full displays.

    Activating/Deactivating Actions on the Display Pages

    The Display Fields section allows you to configure the order in which the four display lines appear in the record's brief and full displays.

    To activate/deactivate actions:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Brief Record Display tab.

    3. If you have not already done so, select Customize in the Record Actions section to allow you to modify the actions.

    4. Toggle the Active slider to activate/deactivate an action in the Record Actions section.

    Changing the Order of Actions on the Display Pages

    The Display Fields section allows you to configure the order in which the four display lines appear in the record's brief and full displays.

    To change the order of the actions:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Brief Record Display tab.

    3. If you have not already done so, select Customize in the Record Actions section to allow you to modify the actions.

    4. Select the up/down arrows in the Record Actions section to change the order of the actions. The items are ordered from right to left in the UI.

    Configuring the Up-Front Actions on the Brief Record Display

    By default, Primo VE displays the e-shelf, email, and citation actions in the record's brief display. You can configure up to three actions, which are listed from right to left based on the order of the enabled actions.

    Up_Front_Actions.png

    Additional Actions in Record's Brief Display
    To configure the up-front actions:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Brief Record Display tab.

    3. If you have not already done so, select Customize in the Keep This Record Actions section to allow you to modify the actions.

    4. Select up to three Up-Front Actions check boxes to display these actions in the record's brief display.

      The e-shelf action always displays and cannot be disabled from the record's brief display.

    Configuring the Full Display Page

    The Full Display page opens when a user selects an area within a record's brief display that does not contain hypertext links. Selecting on the title or the availability link in the record's brief display may also take the user to the Full Display page.

    PrimoVE_FullDisplay_ServicesExample.png

    Full Display Page

    The Full Display Page contains various sections, which are called services. If a service is not relevant to a record, it will not appear on the Full Display page. The Full Record Services tab allows you to configure the order of services, the display lines for the Details service, additional links, and whether citation trails and times cited information is displayed. Primo VE displays the following services:

    • Get It, View Online, How to Get It – These sections allow users to request physical items, view electronic materials, or get materials from other sources. The How to Get It service displays only general electronic services that are delivery-related (such as an ILL service), and appears when the record has no holdings. For more information, see Adding a General Electronic Service.

      PrimoVE_GetItService.png

      Get It Service

      PrimoVE_ViewOnlineService.png

      View Online Service

      PrimoVE_HowToGetItService.png

      How to Get It Service
    • Links – The Links section displays additional links and general electronic services that are not delivery-related. For more information, see the following sections:

    • Search inside – This section displays on the Full Display page when the journal has an ISSN. This service allows users to search for articles within the journal. To enable this functionality, you must define the ISSN field as a search index for advanced searches (see Adding a Search Index, Resource Type, or Language to Advanced Searches).

      PrimoVE_SearchInsideService.png

      Search Inside Service

      This type of search performs an advanced search that includes the ISSN of the journal and the user's search terms:

      PVE_SearchWithinJournalExample.png

      Search Within Journal Results
    • Details – This service displays information about the record and allows you to display the same information that is displayed in the brief records display, but it is meant to include additional information that can be displayed on more than three rows. For more information, see Configuring the Details Service.

    • Citations – This service displays a record's citation information. For more information, see Configuring the Citations Service.

    • Browse Shelf – This service allows users to visually browse a library shelf in relation to the selected record so that users may find other items that are related to their search.

      PrimoVE_VirtualBrowseService.png

      Virtual Browse Service
    • The Services page looks very similar to the Full Display page, but it will not allow users to perform searches and may not permit access to other pages and functionality (such as My Library Card). You only need to configure a single view to support both types of pages.

    • The display lines and actions on the Full Display page are configured with the Brief Record Display tab.

    Configuring the Details Service

    The Details service displays the bibliographic information for a record (such as the contributors, description, and so forth).

    DetailsServiceExample.png

    Example of a Details Service

    Primo VE allows you to configure the display lines for the Details service. The configuration is very similar to the configuration of the display lines in the record's brief display, but you are not limited to four display lines. Each display line can consist of multiple data fields that are separated by a delimiter (such as a semicolon).

    To configure the display lines for the Details service:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Full Record Services tab.

      PVE_VC_FullRecordServicesTab.png

      Full Record Services Tab
    3. If you have not already done so, select Customize, which appears above the list of services in the Full Record Records Services tab.

    4. Select the Configure row action to modify the display fields for the Details service. The Edit Full Display Details page opens.

      PVE_VC_EditFullDisplayDetails.png

      Edit Full Display Details Page
    5. If you have not already done so, select Customize, which appears above the list of fields on the Edit Full Display Details page.

    6. On the Edit Full Display Details page, you can perform the following operations:

      • Add a new display line:

        1. Select Add Field to open the Row Fields dialog box.

        2. In the Row Fields dialog box, select Add Field.

        3. Select a field from the Code drop-down list.

        4. Select Add to add the new field.

        5. Select Add Field to add additional fields to the display line. Otherwise, select Done to return to the Edit Full Display Details page.

      • Add a field to a display line:

        1. Edit the row containing the display line that you want to modify. The Row Fields page opens.

        2. Select Add to open the Add Field dialog box.

        3. Select a field from the Code drop-down list.

        4. Select Add to add the new field and to return to the Row Fields page.

        5. On the Row Fields page, select Add to add additional fields to the display line.

        6. Select the up/down arrows to reorder the field in the display line.

        7. Select Back to return to the Display Fields page.

      • Delete an entire display line by deleting the row that contains the display line.

      • Delete a field from a display line:

        1. Edit the row containing the display line that you want to modify. The Row Fields page opens.

        2. Select the Delete row action.

        3. Select Back to return to the Display Fields page.

      • Reorder the display lines by selecting the up/down arrows.

      • Reorder fields in a display line:

        1. Edit the row containing the display line that you want to modify. The Row Fields page opens.

        2. Select the up/down arrows to reorder the fields.

        3. Select Back to return to the Display Fields page.

      • Activate/deactivate a display line by selecting the Active fields.

      • Activate/deactivate a field in a display line:

        1. Edit the row containing the display line that you want to modify. The Row Fields page opens.

        2. Select the Active field to activate or deactivate a field in the display line.

        3. Select Back to return to the Display Fields page.

      • Change the delimiter that separates the fields in the display lines:

        1. Select Edit Delimiter to open the Edit Delimiter dialog box.

        2. In the Delimiter field, type the delimiter character.

        3. Select Save to update the delimiter and to return to the Display Fields page.

      • When Leganto is integrated with your environment, you can configure the Course Information field to link to Leganto:

        1. Edit the Course Information field.

        2. In the Row Fields page, enable the Course Information field and then select a linking option from the Enable Linking to Leganto field:

          • Use a Permalink to the reading list – This option opens the Leganto My Lists page, which is prefiltered for this reading list.

          • Use a Link to the list on the Find Lists page – This option opens the Leganto Find Lists page, which preselects this reading list.

          If you do not specify an option, linking to Leganto is disabled from the record's details.

        3. Select Done.

    7. Select Back to return to the Services page.

    Configuring the Links Service

    The Links service displays additional links for a record (including the Display Source Record link, which displays the record's source information).

    LinksServiceExample.png

    Example of a Links Service
    Primo VE allows you to configure whether the Display Source Record link appears in the Links service.
    To configure the Links service:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Full Record Services tab.

    3. If you have not already done so, select Customize, which appears above the list of services in the Full Record Records Services tab.

    4. Select the Configure row action to configure the Links service options.

    5. In the Enable Link in Full Display dialog box, select the Display Source Record check box if you want to users to be able to view the item's source record.

    6. Select Done to save your changes.

    Configuring the Browse Shelf Service

    By default, Browse Shelf displays physical items that appear together on a virtual bookshelf. If you prefer, you can also display electronic material, which is based on call numbers from bibliographic headings, not just the holdings (for physical items).

    PVE_VirtualBrowseExample_Electronic.png

    Virtual Browse in Primo VE
    To configure Browse Shelf:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Full Record Services tab.

    3. If you have not already done so, select Customize, which appears above the list of services in the Full Record Records Services tab.

    4. Select the Configure row action to configure the Browse Shelf service.

    5. In the Browse Shelf Configuration dialog box, specify one of the following options and then select Done:

      • Browse Bibliographic Headings – Select this option if you want to display both physical and electronic material in Browse Shelf.

      • Browse Shelf Listing – Select this option if you want to display physical items only in Browse Shelf. This is the default option.

    Configuring the Citations Service

    The Citations service displays the citation trails for the record and also includes a link to the cited by records provided by the Web of Science service.

    CitationsServiceExample.png

    Example of a Citations Service

    Primo VE allows you to configure whether citation trails and cited by links from the Web of Science service appear in the Citations service.

    To configure the Citations service:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Full Record Services tab.

    3. If you have not already done so, select Customize, which appears above the list of services in the Full Record Records Services tab.

    4. Select the Configure row action to configure the Citations service.

    5. In the Edit Citation Service dialog box, select the following options as needed and then select Done:

      • Citation Trail – When selected, this option displays the citation trails in the Citations section.

      • Times Cited – When selected, this option displays the times cited information from the Web of Science service in the Citations section.

    Ordering the Services

    The Full Record Services tab allows you to select the order of the services (such as View It and Get It) on the Full Display page.

    To order services on the Full Display page:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.

    2. Select the Full Record Services tab.

      FRS_Tab_Customize_NewUI.png

      Services Section
    3. If you have not already done so, select Customize in the Actions section to allow you to modify the services.

    4. Select the up/down buttons as needed to change the order of the services.

    Branding Your View

    The Customization Package Manager allows you to upload and manage customization packages, which allow you to brand and further customize Primo VE. If no packages are loaded, the system will use only the out-of-the-box configurations.

    • Database files (.db) are not permitted in your customization package. If the following error occurs while uploading your ZIP file, remove all .db files:

      Validation error: File type db is not allowed in the zip file
    • You may have to change an option in Windows to display hidden files if you cannot see any .db files in your customization package folder.

    To ensure that a customization package integrates properly with Primo VE, make sure that its ZIP file is structured as follows:

    PVE_CP_Structure.png

    Customization Package Structure
    • <View_Code> – The top folder of your customization package. Make sure that you change the name of the top folder to your institution's view code, which should be in the following format: <institution_code>-<view_code>.

    • css – This subfolder contains the custom1.css file, which includes your CSS rules. These rules will override corresponding rules in the default CSS.

    • img – This subfolder contains all customized images for Primo VE. To ensure that the correct image appears in Primo VE, make sure that you use the same file name as the original.

    • js – This subfolder contains the custom.js file, which includes your scripts.

    • html – This subfolder contains the following subfolders, which store all customized HTML files for Primo VE:

      • homepage – The homepage_en.html file allows you to customize the area of the page below the search box on the Primo VE Home page. To support other languages, you can create and upload new HTML files with the relevant language code. For example: homepage_fr.html. For more information, see Home Page.

        Primo VE Home Page
        • The system will not use content inside <script> tags.

        • Since this code will be nested inside the main HTML code, it is recommended to wrap this code with a <div> tag (insets of the <html> tag).

      • help – The help_en.html file allows you to create a help page for your view. To support other languages, you can create and upload new HTML help files with the relevant language code. For example: help_fr.html. For more information, see Creating a Custom Help Page. Since a help page is not provided out of the box, you will need to add the help directory to your customization package.

    You can create a customization package from either the View Configuration page or Primo Studio, but you will need to use the View Configuration page to deploy the customization package for both methods. For more information, see the following sections:

    Accessing Primo Studio

    Primo Studio allows you to interactively customize some aspects of your view and create a customization package for deployment with the View Configuration page in Primo VE. For more information, see Primo Studio for Primo VE.

    To access Primo Studio:
    1. Edit your view on the View Configuration page (Configuration Menu > Discovery > Display Configuration > Configure Views).

    2. Select the Manage Customization Package tab.

    3. Select Go to Primo Studio in the Create a Customization Package section.

    Creating a Customization Package

    To create a customization package:
    1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view.

    2. Click the Manage Customization Package tab.

      PVE_PrimoStudio_ManageCustomizationPackageTab.png

      Manage Customization Package Tab
    3. Click Download to download the customization package. If this is the first time, download the template package. Otherwise, download the current package to make sure that you are using the latest version.

    4. Unzip the file.

    5. Make sure that the top folder of your package's zip file is the <View_Code> folder, which must have the following format: <institution_code>-<view_code>. For example: PRMO_OAP_INST-Alma.

    6. As needed, customize the configuration files and folders that are associated with the home page, images, and CSS. You must retain the file structure and names of files that you are overriding. Refer to the following sections for details on how to brand and make simple changes to your view:

    7. Zip the view code folder.

      PVE_CustomZippedPackage.png

      Zipped View Code Folder

      For Windows users, it is recommended that you use a compression tool such as 7zip or Winrar instead of Windows Send to > Compress folder to avoid upload errors.

       

      For Mac users, use the following procedure to zip and remove any hidden .DS_Store files:

      1. Open the Terminal application under Applications > Utilities.

      2. Move to the parent directory of the folder that you want to compress. For example: cd /Users/<user name>/<parent folder>

      3. Enter the following command to compress the file: zip –r <target file>.zip <My_View> -x "*.DS_Store"

    8. Specify the name of the zipped package and click Upload.

    9. Click Save to the deploy the changes.

    10. Refresh your view in the Web browser and test your changes prior to uploading the changes to the production server.

    Adding a Clickable Logo

    The Manage Customization Package tab on the View Configuration page (Configuration Menu > Discovery > Display Configuration > Configure Views) allows you to upload a new logo and define a link that opens a page when user's click the logo. The following image formats are supported: PNG and SVG.

    IE11 may not fully support the display of SVG images.

    To upload a new logo:
    1. Edit your view on the View Configuration page (Configuration Menu > Discovery > Display Configuration > Configure Views).

    2. Select the Manage Customization Package tab.

    3. In the Upload Logo section, perform the following steps:

      1. Select an image to upload in the Upload Logo File field.

        The system places the following restrictions on the logo file:
        • The file format of the image must be .png or .svg.

        • The height of the image cannot exceed 100 pixels.

        • The width of the image cannot exceed 300 pixels.

        • The size of the image cannot exceed 30 KB.

      2. Select Upload.

        If you want to remove the clickable logo, select Remove Logo.

      3. If you want the image to be clickable, specify the redirection URL in the Logo Clickable URL field.

    4. Select Save to save changes to the customization package.