Configuring the Brief Results Page

Configuring the Quick Filters (NDE UI Only)

Quick filters enable users to filter search results quickly by commonly used facets: Available On Shelf, Full Text 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.

Quick Filters above the list of search results in NDE.

Quick Filters on Brief Results Page

This configuration is for the NDE UI only and appears only for NDE UI views.

To configure quick filters:

Edit your view on the Views List page (Configuration > Discovery > Display Configuration > Configure Views) to open the View Configuration page.
Select the Brief Results tab.

Brief Results Tab - Quick Filters Section
If you have not already done so, select Customize in the Quick Filters section to enable you to modify facets.
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.
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.

Editing a Facet

For each facet, the Brief Results tab enables 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 created in Alma in the last week, month and three months. For consortia with a Network Zone (NZ), a record's creation date is based on the date it is added to the NZ.

Because the By Size sort option is unsupported for the New Records facet, its facet values may not appear in the expected order.

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

For more information on facets, see Mapping to the Display, Facets, and Search Sections in the Primo VE Record.

To edit a facet:

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

Brief Results Tab
If you have not already done so, in the Facets section, select Customize to enable you to modify facets.
In the Values to display field, specify the maximum number of facet values 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.

By default, 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, the maximum number of facets could be higher). To increase the maximum number of facet values, see the discovery_facet_limit customer parameter.
Select one of the following values from the Sort Type drop-down list: By Size (descending order) or Alphanumeric. If None is specified, the order may appear random.
If you want to modify a facet's search profile slots, edit the row containing the item that you want to modify. The Edit Facet Slots dialog box opens.

Edit Facet Slots Dialog Box for the Location Facet
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.
Select Done to return to the list of facets in the Facets section.

Displaying the Library Name with the Location Facet

Since location names in Alma are not always unique, institutions with the exact location name in multiple libraries (such as Stacks and Periodicals) will see repeated values in the Location facet, making it difficult to find items at a specific library.

To display the library name in the Location facet:

Edit your view on the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views) to open the View Configuration page.
Select the Brief Results tab.
If you have not already done so, in the Facets section, select Customize to enable you to modify facets.
Edit the row containing the Location facet. The Edit Facet Slots dialog box opens.
Select the Display Library Name checkbox.
Select Done.

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:

On the Brief Results tab, select Add a Local Facet.

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

Toggle the slider in the facet's row on the Brief Results tab to activate or deactivate it.

Ordering Facets on the Brief Results Page

The Brief Results tab lets 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.

To disable a top-level facet:

Edit the Top Level Facet Labels code table (Configuration Menu > Discovery > Display Configuration > Label).
For each facet value 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.
Select Save.

If the above procedure is not working as expected, you can also use CSS to disable the display of a top-level facet by specifying the following elements as needed in the custom1.css file of your customization package:

/* Hide facet Open access */
[data-facet-value="tlevel-open_access"] {
display:none !important;}

/* Hide facet Peer Reviewed */
[data-facet-value="tlevel-peer_reviewed"] {
display:none !important;}

/* Hide facet Available online */
[data-facet-value="tlevel-online_resources"] {
display:none !important;}

/* Hide facet Held by library */
[data-facet-value="tlevel-available_p"] {
display:none !important;}

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.

The Relevance option appears first in the Sort By list, and it cannot be modified, disabled, or reordered.

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.

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.

To activate/deactivate sort types:

On the Brief Results tab, toggle the slider in the row containing the sort type you want to activate or deactivate.

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.

See All Link in Brief Results

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.

To configure the Dedup and FRBR display options:

On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.
Select the Brief Results tab.

FRBR Display Section

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.

Resource Type Filter Bar (Original UI)

Resource Type Filter Bar (NDE UI)

The icons used for the resource types in the filter bar must be in the SVG format. For information on how to replace these icons, see Customizing SVG Icons.

To configure the Resource Type Filter Bar:

On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.
Select the Brief Results tab.

Resource Types Filters Bar Section
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.
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.
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.

Enabling Local Full Text for the NDE UI

With the original UI, local records were searched for full text by default, and users had no option to disable it. With the NDE UI only, you can configure whether users can search local records for full text, and if enabled, you can configure whether it is searched by default for local search scopes. Once enabled, users can enable/disable the search for local full text by toggling the Search in Full Text option.

Toggle Search for Local Full Text in the NDE UI

To enable Local Full-Text Searches:

On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit your view to open the View Configuration page.
Select the Brief Results tab.

Search in Local Full Text Section
In the Search in Local Full Text section, select the Search in Local Full Text checkbox to enable local full-text searches. Once selected, the Default value for toggle field appears.
In the Default value for toggle field, select Yes if you want this functionality enabled by default for the user. The default value is No. In the UI, users can set their preference for local searches.