Adding a Link to the Links Menu

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

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

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

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

   

   Define Menu Link Page

4. Specify the following fields:

   Fields for Define Menu Link Page

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

Deleting a Link from the Links Menu

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

Activating or Deactivating a Link on the Links Menu

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

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

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

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

Customizing and Translating a Link's Display Label and Tooltip

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

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

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

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

   

   Edit Menu Link Page

4. Specify the following fields:

   Fields for Edit Menu Link Page

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

Ordering Links on the Links Menu

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

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

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

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

Configuring Category Browse for Journal Search

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

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

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

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

   

   Edit Menu Link Page for Journal Search

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

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

5. Select Save.

Configuring Browse Search

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

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

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

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

   

   Edit Menu Link Page for Browse Search

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

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

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

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

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

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

6. Select Save.

Configuring Authority Search

Primo VE's Authority Search is an enhanced user experience that is generated from the local authorities configured in the library. For this page, you can configure the search fields from which users can select in the Search for field: Keyword (any field), Personal Name, Corporate Name, Meeting Name, Name, Subject, Geographic Term, Genre/Form Term, and Uniform Title. In addition, you specify the order of these search fields. The first search field in the list is the default. For more information, see Configuring Authority Search for Primo VE.

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

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

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

   

   Specify Search Fields for Authority Searches

4. In the Availability column under the Authority List Options section, activate the search fields that you want to appear in the Search for drop-down field on the Authority Search page.

5. Using the row handle, drag and drop the rows to position the search fields in the Search for drop-down field on the Authority Search page. The first search field appears on the top of the list and is the default.

6. In the Active column under the Sort section, activate the sort types (Relevance and Title) you want to appear on the Authority Search page.

7. Using the row handle, drag and drop the rows to position the sort types on the Authority Search page. The first sort type appears on the top of the list and is the default.

8. Select Save to return to the Views List page.

9. Activate the row that contains the AuthoritySearch code.

Adding a Search Profile Slot

The Search Profile Slots tab enables you to configure one or more search profile slots per view. For each search profile 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 the UI.

1. Edit your view on the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views) to open the View Configuration page.

2. Select the Search Profile Slots tab.

   

   Search Profile Slots Tab

3. Select Add a Slot to open the Define Slot Page.

   

   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 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, which appears only in the Advanced Search window. Select the Globe button 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 you want to include with the new slot. As you activate a row, it moves to the top of the list. You can use up/down arrows to change its order.

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 in a Slot

The Featured Results Bar feature enables you to display additional relevant records not in the same scope as those returned in the selected search profile or to highlight records of a specific type in the same or different search scope. Here are some examples which are not limited to CDI search scopes:

• You want to return featured CDI articles (Search Profile = CentralIndex) in a search profile that returns only local records (Search Profile = MyInstitution).

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

• You want to include featured collections in search results where collections do not usually appear.

When this functionality is enabled, a Featured Results Bar appears after the third record on the first page of the brief results. Within the bar, the highest-ranked records appear first. The bar does not display after selecting a facet or navigating to another page in the results. If the original query does not return results, the system does 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 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.

  

  List Format

• Thumbnail – The Featured Results Bar 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.

  

  Thumbnail Format

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.

   

   Edit Profile Slot Page

3. If you want to see which mappings are defined for each search profile (per slot), select the profile from the Enabled feature results field in the Define Featured Results section. If a mapping has been activated, the Featured Results Bar will appear in results if users select that slot and search profile in the UI.

4. To add a new mapping to a search scope:

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

      

      Add New Mapping Dialog Box

   2. Specify the following fields in the dialog box to select which types of records will appear in the Featured Results Bar for this search profile:

      • Active – Select this check box to activate the Featured Results Bar for this slot and search scope. If you already have an active mapping row for this search profile, you must activate it later from the list of mapping rows.

      • Title – Specify the display title for the Featured Results Bar.

      • Search Profile – Select the search profile used as the source of the records displayed in the Featured Results Bar.

      • Resource Type – Select All items or the resource type of the records you want displayed in the Featured Results Bar.

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

   3. Select Add Row to save the mapping row to the search profile's list. If a search scope is used in another slot, separate mapping lists are maintained per slot.

5. To activate the Featured Results Bar for a search profile:

   

   Activate a Mapping Row

   1. Select the search profile from the Enabled featured results field to display its possible mappings.  

   2. Activate the mapping row you want to use for the scope of the Featured Results Bar.

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

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

Deleting a Search Profile Slot

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

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

Activating/Deactivating a Search Profile Slot

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

Ordering Search Profile Slots

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

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

The following lists on the Advanced Search Configuration tab enable you to add items to the associated drop-down lists in the UI: List of Indexes, List of Resource Types, and List of Languages.

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 enable you to modify the configuration list.

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

   •  Add Index – Opens the Add Index dialog box. For more details about each index, see Mapping to the Display, Facets, and Search Sections in the Primo VE Record.

     

     Add Index Dialog Box

   • Add Resource Type – Opens the Add Resource Type dialog box. For more details on each resource type, see Mapping to the Display, Facets, and Search Sections in the Primo VE Record.

   • Add Language – Opens the Add Language 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. Ensure that the new item has been activated.

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

The following lists on the Advanced Search Configuration tab enable you to delete items from the associated drop-down lists in the UI: List of Indexes, List of Resource Types, and List of Languages.

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

The following lists on the Advanced Search Configuration tab enable you to activate or deactivate items from the associated drop-down lists in the UI: List of Indexes, List of Resource Types, List of Languages, and Search Operators.

Changing the Order of Search Indexes, Resource Types, Languages, or Search Operators for Advanced Searches

The following lists on the Advanced Search Configuration tab enable you to order the items in the associated drop-down lists in the UI: List of Indexes, List of Resource Types, List of Languages, and Search Operators. 

Configuring the Quick Filters (NDE UI Only)

Quick filters enable users to filter search results quickly by commonly used facets: Available online, Held by library, Peer-reviewed Journals, and Open Access. For the NDE UI only, you can configure which quick filters appear and their order.

1. Edit your view on the Views List page (Configuration > Discovery > Display Configuration > Configure Views) to open the View Configuration page.

2. Select the Brief Results tab.

   

   Brief Results Tab - Quick Filters Section

3. If you have not already done so, select Customize in the Quick Filters section to enable you to modify facets.

4. In the Active column, activate the Quick Filters that you want to appear in the Brief Results. The Open Access filter is the only Quick Filter not activated by default.

5. You can modify the order of the Quick Filters by grabbing a Quick Filters handle icon and moving the row up or down to its preferred position.

Configuring Facets on the Brief Results Page

Facets enable users to filter search results based on specific metadata (such as resource type and author). When opened, a facet displays a list of values and the number of results found with each value. The Brief Results tab enables you to configure how facets appear in the brief results. For details on how information is mapped from the source records to facet values in Primo VE, see the Facet sections in Mapping to the Display, Facets, and Search Sections in the Primo VE Record.

Configuring the Sort By List on the Brief Results Page

The Sort by drop-down list enables 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.

Configuring FRBR/Dedup 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 enables users to browse the brief results quickly and access related versions by selecting the see all link.

The Brief Results tab in the View Configuration enables 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.

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.

   

   FRBR Display Section

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

   Dedup and FRBR Display Options

   Option	Description
   Dedup and FRBR:
   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) enables 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. When FRBR is enabled to display the preferred record, the Criteria for the FRBR preferred in record is displayed.
   Enable Dedup	This option (which is enabled by default) enables you to disable the display of Dedup groups at the view level. Instead, the system presents 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.
   Highlight the record you came from	When opening the list of FRBR versions for a record in search results, the selected record is usually not the first record in the list.  When this option is selected,  the selected record appears above the complete list of FRBR versions, starting with the preferred record. This option is cleared by default. Selected Record in FRBR Preferred List This field appears only when both the Enable FRBR option and the Preferred display option are selected.
   Criteria for the FRBR preferred record:
   Add criteria	This option enables you to define additional criteria for the selection of the preferred record. You can add a single row for each of the following types of criteria so that precedence is given to the highest-ranked record in the FRBR group that first matches your criteria, starting from the top of the criteria list: Date - Newest – Precedence is given to the record with the newest publication date if it is among the highest ranked records in the FRBR group. Resource Type – Precedence is given to a record of a specific resource type (such as book or journal) if it is among the highest ranked records in the FRBR group.  Availability – Precedence is given to a record that is available in a specific delivery category if it is among the highest ranked records in the FRBR group: physical (ALMA-P), electronic (ALMA-E), or digital (ALMA-D). Primo VE displays the highest ranked record as the preferred record if no criteria are specified or if no criteria are matched among the highest ranked records in the FRBR group. For example, if preference is given to electronic items and the user has limited the search to physical items, the preferred record is a physical item even if the FRBR group includes electronic items.
   Criteria for the DEDUP preferred record:
   Availability	This option enables you to define additional criteria for the selection of the preferred record and appears only when the Enable DEDUP checkbox is selected. The preferred record is taken from the 10 highest ranked records in the Dedup group that matches the specified delivery category: ALMA-P – Precedence is given to available physical inventory. ALMA-E – Precedence is given to available electronic inventory. ALMA-D – Precedence is given to available digital inventory. None – Precedence is given to the highest ranked record in the Dedup group, regardless of the inventory type.

Configuring the Resource Type Filter Bar

The Resource Type Filter Bar appears under the basic search box to allow users to filter their results by resource types, which are configurable. For each search profile slot, only enabled resources appear for basic searches, and their appearance is not dependent on whether the search results contain items matching that resource type.

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.

   

   Resource Types Filters Bar Section

3. In the Resource Types Filters Bar section, select the Enable Filters Bar checkbox to enable the filter bar for basic searches.

   Both this bar and the Pre-filter Bar cannot be enabled at the same time. If you want to enable this bar, you must disable both Enable for Basic Search checkboxes on the Advanced Search Configuration tab. For more details, see Enabling Pre-Filters for Basic Searches.

4. For each resource type:

   1. Use the Active slider to activate the resource type for display in the filter bar. You can activate a maximum of 10 resource types for each search profile slot. If you activate more than 6 resource types per search profile slot, the More option appears in the filter bar to enable the selection of the bottom resource types (7-10).

   2. If you want to move the resource type to a different position in the filter bar, select its Handle icon  and drag it to the desired position in the list.

   3. If you want to change the supported search profile slots, select the Edit row action:

      

      Edit Resource Type

   4. In the Edit Resource Type Selection dialog box, activate/deactivate search profile slots as needed.

   5. Select the Done button.

5. If you want to add a resource type to the list of configured resource types:

   1. Select the Add Resource Type link to open the Add Resource Type dialog box:

      

      Add Resource Type

   2. Select the name of the resource type from the Resource Type drop-down list.

   3. Activate/deactivate resource types as needed.

   4. Select the Add Resource Type button.

Configuring the Display Lines on the Display Pages

In the brief and full display pages, you can display information 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 enables you to configure the display lines and the actions users can apply to each record. For details on how information is mapped from the source records to the display fields in Primo VE, see the Display sections in Mapping to the Display, Facets, and Search Sections in the Primo VE Record.

Configuring Additional Display Options for the NDE UI

On the Brief and Full Display pages, you can display additional information in the display lines: labels and snippets. For more information, see Overview of the NDE Interface and Configuration.

1. Edit your view on the Views List page (Configuration > Discovery > Display Configuration > Configure Views) to open the View Configuration page.

2. Select the Brief Record Display tab.

   

   Brief Record Display Tab - NDE Display Fields

3. Select the following fields as needed:

   • Display summary field – This option adds descriptive labels to the various display information (such as Summary and Published on) when selected.

   • Display snippet – This option displays a short summary describing the record when selected.

Configuring the Actions on the Display Pages

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

• e-shelf –  export the record to the user's Saved Record's list. For additional information, see Exporting Records from Primo VE, Saving and Managing Alerts in Primo VE, and Improved Format of Saved Search Alert Emails.

• E-mail – send the record's details, locations, and availability information to a specified email address. For additional information on this functionality, see Configuring reCaptcha for Primo VE and E-Mail Security Features in Primo VE.

• BibTeXPushTo, EasyBib, EndNote, and RefWorks –  export the record to a specific citation manager. For more details, see Mappings for Export Actions in Primo VE.

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

• Permalink –  create a permalink for the record.

• Share – shares a permalink with users on social media applications. Select the Configure row action to enable/disable the supported social media apps. For app configuration information in Alma, see Social and Email Login.

• Citation – create a citation for the record. For additional configuration information, see Managing Citation Styles for Primo VE.

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

• Mendeley – send the record's information to the user's account on Mendeley. For related information, see Export to Mendeley for Primo VE.

• Excel – send the record's details, locations, and availability information to an Excel file.

• QR – display a page's QR code to enable it to be scanned by a mobile device or to enable its URL to be copied to the clipboard.

• Leganto – send the record's citation to the user's reading list in Leganto.

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

Configuring the Get It Service

The Get It service displays the physical locations that hold an item. If there are multiple locations, the Get It section lists these locations in the order specified by Alma. If the custom sorting option is enabled in Alma, the Custom Libraries Order mapping table is enabled to enable you to override Alma's custom settings per view, if needed.

When enabled, the Custom Libraries Order mapping table enables you to assign a library priority for each library (1 = highest priority). For each library priority, Alma further sorts these locations alphabetically by location priority and then by the number of available items. For more details about location priority, see Configuring Physical Locations.

In the following example, the highest priority is given to the Music (Stacks) location since it has the highest library priority (1) and location priority (Display first). The Main (Stacks) location is listed next because it has more available items than the Biology (Stacks) location. The Main (Juvenile) location is listed last in the library priority 1 group because it has the Display last location priority. The Law (Stacks) location is listed last because it has the lowest library priority.

1. Ensure that the Use Custom Sorting field is set to Yes on Alma's Locations Ordering Profile page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Locations Ordering Profile), and decide whether you want to override this custom sort configuration for your view. For more details, see Configuring the Order of Locations in Primo Search Results.

2. Open the View List page (Configuration Menu > Discovery > Display Configuration > Configure Views) and edit your view to open the View Configuration page.

3. Select the Full Record Services tab.

4. Select Configure in the row containing the getit_link1 code to open the Custom Locations Sorting dialog box.

   

   Custom Locations Sorting Dialog Box

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

6. Add a row for each library and set its library priority (1 = highest priority). All unassigned libraries are grouped together and given the lowest library priority.

7. Select Done to save your settings.

Configuring the Details Service

The Details service displays the bibliographic information for a record (such as the contributors, description, and so forth). For details on how information is mapped from the source records to the display fields in Primo VE, see the Display sections in Mapping to the Display, Facets, and Search Sections in the Primo VE Record.

Primo VE enables 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).

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.

   

   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.

   

   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 pre-filtered 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).

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 checkbox if you want 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 (local material only). 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).

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 and Scopus services.

Primo VE enables you to configure whether citation trails and cited by links from the Web of Science and Scopus services appear in 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 of the record's full display. By default, the citation trail results are filtered by availability. If you want to change the default to expand the citation trail results to include citations for collections that do not have access to full text, clear the Filter by Availability checkbox.

     Clearing the Citation Trail checkbox also clears the Filter by Availability checkbox.

   • Times Cited –  When selected, this option displays the times cited links from the Web of Science and Scopus services in the Citations section. Before a link is displayed, the following conditions must be met:

     • Your institution has subscribed to the WoS or Scopus services, and their collections have been activated in Alma.

     • The user has signed in or is on campus (because both collections require a subscription to search or display their content).

Configuring the Quick Access Service

The Quick Access service embeds Alma's new digital viewer to enable users to quickly access and view digital representations stored in Alma. From the embedded viewer, users can download the file, open the file in a new tab or window, or select the right/left arrows to view additional representation files.

No configuration in Primo VE is needed to enable this functionality, but you must have the new Alma Viewer enabled. The following table lists other configuration options associated with this service.

Configuring the Search Inside Service

The Search Inside section allows users to search for articles within a periodical (except for newspapers) if the record has an ISSN.

After the user enters search terms, the system performs an advanced search that returns all matching articles within the periodical.

1. Edit your view on the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views) to open the View Configuration page.

2. Select the Advanced Search Configuration tab. For more details, see Adding a Search Index, Resource Type, or Language to Advanced Searches.

3. If you have not already done so, select Customize, which appears above the List of Indexes section.

4. Activate the issn code. If it is not in the list, use the Add Index option to add it.

5. Select the Search Profile Slots tab. For more details, see Configuring Search Profile Slots.

6. Activate at least one search profile slot that includes the CentralIndex code. 

Displaying the More from the Same Service

The More from the same service is enabled by default. However, you can hide it from users with this configuration. For more details, see Configuring the More From the Same Service in Primo VE.

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 open the Edit More From The Same Service dialog box.

   

   Edit More From The Same Service Dialog Box

5. To hide the related services from appearing, clear the following checkboxes as needed and then select Done:

   • More from the same Course – When selected, the system enables the More from the same Course section in the Full Display.

   • More from the same Collection – When selected, the system enables the More from the same Collection section in the Full Display.

Displaying the May Also Be Held By Service

When this service is enabled and configured (see Configuring the "May Also Be Held By" Service in Primo VE), it appears by default on the record's Full Display page. With this configuration, you can hide this service from users.

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 open the Enable May Also Be Held By in Full Display Service dialog box.

   

   Enable May Also Be Held By in Full Display Service Dialog Box

5. To hide the service from appearing, clear the May Also Be Held By checkbox and then select Done:

Ordering the Services

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

   

   Services Section

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

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

   Regardless of its setting on this tab, Primo VE displays the Citation section last. For a CSS workaround, see Display order of the full view left menu.

Accessing Primo Studio

Primo Studio enables 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.

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

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

2. Select the Manage Customization Package tab.

   

   Manage Customization Package Tab

3. Select Download to download the customization package. If this is the first time, download the template package. Otherwise, download the current package to ensure that you are using the latest version.

4. Unzip the file.

5. Ensure 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 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:

   • Customizing Image Files

   • CSS Components and Customizations

7. Zip the view code folder.

   

   Zipped View Code Folder

   For Windows users, we recommend using 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. Select Save to 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) enables you to upload a new logo and define a link that opens a page when users click the logo. The following image formats are supported: PNG and SVG.

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.

Customizing the Email Template

Primo VE enables you to customize the format of emails sent to users after selecting the Send To Email action in Primo VE. You can customize the format with or without Primo Studio. With either method, you must upload the customized email templates with the View Configuration page. In addition, you can create separate email templates for each supported language in the UI.

The following figure shows the sample output of the out-of-the-box Email template for Primo VE.

The Email template is in HTML format and includes the following sections:

• Logo – Displays the same logo that is loaded with the Customization Package Manager (Configuration Menu > Discovery > Display Configuration > Configure Views). For more details, see Adding a Clickable Logo.

• Institution note – Displays the text configured with the following code in the Send Email and SMS code table: nui.email.institutionNote. By default, this field has no value and does not display if left empty.

• List of records – For each record, the email displays the record's brief display and availability statement.

• Disclaimer – Displays the text configured with the following code in the Send Email and SMS code table: nui.email.disclaimer. 

Customizing SVG Icons

Unlike other image files (such as PNG, GIF, and JPG), the SVG (Scalable Vector Graphics) format is an editable XML-based file that represents a detailed set of coordinates that tells your browser how to draw an image. Primo VE enables you to replace SVG images through the customization of the custom-ui.svg file, which is not provided by default and is stored under the /img directory of your customization package. This file contains an SVG container (wrapper) that may include one or more SVG elements, where each SVG element is a separate image that has its own SVG ID.

For example:

You can replace existing icons by assigning the SVG IDs used to represent specific icons in Primo VE to the SVG elements that you add to the customization file's container.

1. In the browser, inspect the icon that you want to replace and get its SVG ID, which is used later in this procedure.

   

   Inspect Icon in Browser

   Do not include the _cache32 suffix in the SVG ID, only use books.

2. Edit the SVG file for your new icon and copy its SVG definition for later use in this procedure.

   For example, the following SVG definition draws a heart image:

   <svg xmlns=http://www.w3.org/2000/svg xmlns:xlink=http://www.w3.org/1999/xlink x="0px" y="0px"
        viewBox="0 0 50 50" style="enable-background:new 0 0 50 50;" xml:space="preserve">
   <path style="fill:#D75A4A;" d="M24.85,10.126c2.018-4.783,6.628-8.125,11.99-8.125c7.223,0,12.425,6.179,13.079,13.543
       c0,0,0.353,1.828-0.424,5.119c-1.058,4.482-3.545,8.464-6.898,11.503L24.85,48L7.402,32.165c-3.353-3.038-5.84-7.021-6.898-11.503
       c-0.777-3.291-0.424-5.119-0.424-5.119C0.734,8.179,5.936,2,13.159,2C18.522,2,22.832,5.343,24.85,10.126z"/>
   </svg>

3. In the Manage Customization Package tab on the View Configuration page (Configuration > Discovery > Display Configuration > Configure Views), download your view's customization package. If it does not exist, download the template and use it to create your view's customization package.

4. Under the /img folder, create or edit the custom-ui.svg file (if it already exists) and paste the SVG definition you copied in step 2 into the file's SVG container, remembering to include the SVG ID of the icon that you inspected in step 1.

   In the following example, the heart icon replaces the Books icon in the Resource Types Filter Bar:

   <?xml version="1.0" encoding="UTF-8" ?>

   <svg xmlns=http://www.w3.org/2000/svg xmlns:xlink=http://www.w3.org/1999/xlink width="24" height="5000" viewBox="0 0 24 5000">

    

   <svg id="books" xmlns=http://www.w3.org/2000/svg xmlns:xlink=http://www.w3.org/1999/xlink x="0px" y="0px"
        viewBox="0 0 50 50" style="enable-background:new 0 0 50 50;" xml:space="preserve">
   <path style="fill:#D75A4A;" d="M24.85,10.126c2.018-4.783,6.628-8.125,11.99-8.125c7.223,0,12.425,6.179,13.079,13.543
       c0,0,0.353,1.828-0.424,5.119c-1.058,4.482-3.545,8.464-6.898,11.503L24.85,48L7.402,32.165c-3.353-3.038-5.84-7.021-6.898-11.503
       c-0.777-3.291-0.424-5.119-0.424-5.119C0.734,8.179,5.936,2,13.159,2C18.522,2,22.832,5.343,24.85,10.126z"/>
   </svg>

    

   </svg>

   Replacement SVG Definition for Books Icon

5. Save the custom-ui.svg file.

6. Compress, upload, and save the customization package.