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    Discovery Customer Settings

    For Alma-Summon environments, see Configuring Discovery Customer Settings.

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    The Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings) contains global settings that pertain to discovery. Each row of the table contains a parameter, which can be customized to change settings or enable/disable functionality.

    PVE_DiscoveryCustomerSettingsParameters.png

    Discovery Customer Settings Mapping Table
    To customize a parameter:
    1. Select the Customize row option if you have not already done so. Otherwise, select the Edit row option.

      The following parameters are configurable:

      Discovery Customer Settings
      Parameter Key Description

      cjk_segmentation

      This parameter configures the way that search strings with Chinese characters are divided into searchable tokens since words are not separated by spaces. The following search methods are supported:

      • OnegramWithBasis – ("A B C D") OR ("A B" "C D") OR (A B C D)

      • Basis – ("A B C D") OR ("A B" "C D")

      • Onegram – ("A B C D") OR (A B C D)

      disable_synonyms

      When set to true, this parameter disables the use of synonyms in search queries. By default, this parameter is set to false.

      discovery_facet_limit

      By default, facets in Primo VE return up to 20 facet values for local searches and up to 20 more facet values for Primo Central (PC) in blended searches. This parameter allows you to increase the maximum number of facet values to 50 for local searches only. The valid values are 20–50.

      PC will continue to display a maximum of 20 values in blended searches.

      display_856_in_the_holdings_as_viewit

      In order for a record to be considered as an online record, it should have electronic or digital inventory in Alma. Otherwise, the record is considered a print record by default. This functionality allows you to treat records with an 856 subfield u in the holdings as online records, even if they do not have electronic or digital inventory in Alma.

      This parameter configures the treatment of holdings records that have an 856 u field:

      • true – If the holdings record has an 8564 u field and the second indicator is not 2, the View It service will appear and contain a link based on the 856 u field.

      • false – The View It service will not display for the holdings record, and these records will be treated as physical items only.

      • IgnoreFirstIndicator – If the holdings record has an 856 u field and the second indicator is not 2, the View It service will appear and contain a link based on the 856 u field.

      As a result, the availability status in brief display will be displayed as Available online, and those records will be included in the Available online facet.

      The online status and delivery will be in addition to any physical availability indication.

      gale_linking

      This parameter contains the URL template that Primo VE will use to access Gale resources in Primo Central. To enable this template, fill in the service ID and location ID provided by Gale.

      http://link.galegroup.com/apps/doc/{{control/sourcerecordid}}/{{control/addsrcrecordid}}?sid=primo&u=<LOCATION_ID>

      ignore_ui_language_for_
      search_time_language_recognition

      This parameter allows you to disable language recognition during searches so that the same results are returned for every UI interface language.

      infobase_linking

      This parameter contains the URL template that Primo VE will use to access Infobase video collections in Primo Central. To enable this template, replace XXXX with the value assigned to your institution from the vendor.

      http://avod.infobase.com/PortalPlaylists.aspx?wID=XXXX&xtid={{control/sourcerecordid}}

      kanopy and kanopy_latest

      Kanopy is an on-demand streaming service that allows institutions to provide access to a large collection of films. During the activation of the these services, you must also configure the template that Primo Central uses to link users to these streams.

      To configure these templates, you must replace INSTITUTIONID with your site-specific base URL prefix.

      http://<INSTITUTIONID>.kanopystreaming.com/node/{{control/sourcerecordid}}

      For example, if the prefix for the University of Testing is unt, your template would look something like the following:

      http://unt.kanopystreaming.com/node/{{control/sourcerecordid}}

      max_holdings_per_record

      In the Get It section of a record's full display, Primo VE displays a maximum of 10 holdings. If you set this parameter to a value from 11-100), the system will display the Show More Locations link under the list of holdings if there are more than 10 holdings. Users can select this link to view all the holdings. The valid values are 1-100.

      maximum_results_for_stemming

      When set to true, this parameter sets the maximum number of results returned before the system uses stemming to return more results. If this parameter is set to 0, stemming is not used to return results. By default, this parameter is set to 25 results.

      naxos_jazz_library

      Naxos is an on-demand streaming service that allows institutions to provide access to a large collection of films, documentaries, and music. During the activation of the these services, you must also configure the template that Primo Central uses to link users to these streams.

      To configure these templates, you must replace INSTITUTIONID with your site-specific base URL prefix.

      http://<INSTITUTIONID>.naxosmusiclibrary.com/jazz/catalogue/item.asp?cid={{control/sourcerecordid}}

      naxos_music_library

      Naxos is an on-demand streaming service that allows institutions to provide access to a large collection of films, documentaries, and music. During the activation of the these services, you must also configure the template that Primo Central uses to link users to these streams.

      To configure these templates, you must replace INSTITUTIONID with your site-specific base URL prefix.

      http://<INSTITUTIONID>.naxosmusiclibrary.com/catalogue/item.asp?cid={{control/sourcerecordid}}

      naxos_spoken_word

      Naxos is an on-demand streaming service that allows institutions to provide access to a large collection of films, documentaries, and music. During the activation of the these services, you must also configure the template that Primo Central uses to link users to these streams.

      To configure these templates, you must replace INSTITUTIONID with your site-specific base URL prefix.

      http://<INSTITUTIONID>.naxosspokenwordlibrary.com/catalogue/item.asp?cid={{control/sourcerecordid}}

      naxos_video

      Naxos is an on-demand streaming service that allows institutions to provide access to a large collection of films, documentaries, and music. During the activation of the these services, you must also configure the template that Primo Central uses to link users to these streams.

      To configure these templates, you must replace INSTITUTIONID with your site-specific base URL prefix.

      http://<INSTITUTIONID>.naxosvideolibrary.com/title/{{control/sourcerecordid}}

      online_payment_link

      When set to true, the link to the WPM Education E-Pament System is enabled in My Library Card to allow patrons to pay fines and fees online. For more information, see Configuring the WPM Education E-Payment System.

      Syndetics_Unbound_Customer_ID

      Specify the license ID that was received during the registration of the Syndetics Unbound service. When this field is defined, you can enable this service at the view level (Configuration Menu > Discovery > Display Configuration > Configure Views).

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

      Use Controlled Vocabulary Search Expansion
      Select this field to enable controlled vocabulary search expansion. For more information, see Search Expansion With Controlled Vocabulary.

      This service utilizes a Solr index that is not customizable and contains LC and MeSH subject lists to provide the expanded search term suggestions.

    2. Enter a value in the parameter value field.

    3. Click Save to save your changes to the table.

    Search Expansion with Controlled Vocabulary

    The Controlled Vocabulary service is an external Primo service (similar to AutoComplete) that expands user searches with words and phrases that constitute variations of the search term with the same meaning, thereby increasing the accuracy of the users' searches. This service is similar to the expansion with synonyms feature but is more robust. The expansions are visible on the screen and add, for example, variations of the search term with the same meaning (example ADHD and attention deficit disorder, or name variations such as assata shakur and asata shakur). Users are provided with an option to revert to using only their original search term. All customers will see this expansion above the results in searches that include the Primo Central search scope or local search scopes. Over time, the controlled vocabulary repository will be extended so that users will see more expansions in their search results.

    For example, if the user enters heart attack in the query, Primo also returns results that include myocardial infarction. If the user is interested only in results that include heart attack, the user can click the link to the right of the recommendation.

    ControlledVocabulary_PrimoVE.png

    Example of the Controlled Vocabulary Service in Primo Central

    If the query contains more than one term that can be expanded, the system will expand only the longest term. For example, if a user searches for informatics heart attack, the system will expand heart attack (12 characters) because it contains more characters than informatics (11 characters).

    • If the user's query contains Boolean operators (for example, heart attack AND surgery), the system will not provide an expansion for the term (for example, myocardial infarction will not be included).

    • Regardless of the phrase's context, expansions will be added.

    • Expansions are not usually bi-directional (for example, the term myocardial infarction is not expanded to the term heart attack).

    To enable this functionality, select the Use Controlled Vocabulary Search Expansion parameter.

    Additional Configuration Options

    The suggestions index is not customizable and contains LC, MeSH, and Wikipedia subject lists to provide the expanded search term suggestions.

    The following codes in the Results Tile Labels code table allow you to modify or translate the labels for this service:

    • nui.results.controlVocabulary.includingIncluding {{equivalentTerm}}.
    • nui.results.controlVocabulary.searchOnlyJust search {{query}}