Discovery Customer Settings

Setting Discovery Customer Parameters

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.

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
   add_keywords_stemming_to_query	When set to true, stemming is activated in queries to boost searches that return few results. The default setting is false. For more details, see Stemming.
   allow_start_with_for_call_number	When set to true, users are allowed to search for call numbers that start with a specified value in Advanced Search. The default setting is false, which disables this functionality. Call Number - Starts With Option Enabled To use this functionality, you must also enable the Holding Call Number search index in the Advanced Search Configuration tab on the View Configuration page (Configuration > Discovery > Display Configuration > Configure Views). For more details, see Configuring Discovery Views for Primo VE.
   alphabetical_sort_pickup_inst_lib	When set to true, pickup locations are listed alphabetically per campus on the Request Form, starting with the available pickup locations. If the user is associated with a specific campus in Alma, the campus appears first in the list of pickup locations, and all other locations are displayed after it in alphabetical order per campus.
   app_authorization_token	The authorization token used to enable secured access between Primo VE and campusM. To complete the handshake, this same value must also be defined in campusM (App Manager > Product Integrations > Add Product Integration > Primo VE > Authorization Code). A valid token may contain any character except for whitespace (such as tabs, spaces, and line breaks) and must be at least 8 characters long (for example, q58151J4bD). For more information, see Integrating Primo VE with campusM.
   brief_results_journal_coverage	When set to true, coverage information for electronic journals appears in the availability statement on the Brief Results page, reducing the need for users to view a journal's details to see the coverage information. Coverage information is based on the resource's portfolios. It appears mostly for Journals, but it may also appear for other types of resources that contain portfolios.
   broaden_availability_status	When set to true, the system uses the enhanced availability statuses in the brief display of the search results instead of the Not available status:  Not available - Acquisition Not available - Claimed Returned Not available - Hold Shelf Not available - Loan Not available - Lost Not available - In Process Not available - Missing Not available - Resource Sharing Request Not available - Technical - Migration Not available - Transit Not available - Requested The default value is false. You can use the Calculated Availability Text Labels code table (Configuration Menu > Discovery > Display Configuration > Labels) to customize or translate the display labels.
   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)
   db_results_by_institution_in_campus_view	For multi-campus configurations, this parameter indicates whether the Database Search page displays results from the entire institution or the user's campus. When set to true, results are based on the entire institution. By default, this parameter is set to false so that results are based on the user's campus. Regardless of this setting, the category tree on the Database Search page displays categories at the institution level, not per campus.
   default_sort_newspaper_by_date_newest	When set to true, the default sort for results in Featured Newspapers changes from Relevance to Date-newest.
   default_user_search_history_off	Set this field to true to disable the following additional personal settings in My Library Card by default: Allow saving my search history Use my search history for the recent search suggestions When not specified or set to false, the above settings are enabled by default unless overridden by the user.
   direct_login_transfer_all_parameters	For consortia only,  set this field to true if you want to redirect to the other institution and retain context and page settings (such as search terms and filters/facets) from the original page.  The default setting is false, which redirects to the other institution without transferring page settings from the original page.  This functionality requires the Allow direct login to other institutions option to be set on the View Configuration page (Configuration > Discovery > Display Configuration > Configure Views).
   disable_link_for_empty_linking_parameter	Disables links for empty linking parameter defined for Link to Request templates defined on the Discovery Import Profile page. For more details, see Configuring Import Profiles for Primo VE.
   disable_synonyms	When set to true, this parameter disables the use of synonyms in search queries. By default, this parameter is set to false. For more information, see Linguistic Features for Primo VE.
   discovery_display_resource_sharing_when_electronic_available	When set to false, resource sharing requests are enabled in the How to get it section on the record's Full Display page when the record has no electronic and no physical holdings in the library. When set to true, resource sharing requests are enabled in the How to get it section on the record's Full Display page when the record has electronic holdings and no physical holdings in the library. If display logic rules in Alma prevent resource sharing requests, the How to get it section displays a message indicating that this item does not have any available services.
   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 CDI in blended searches. This parameter enables you to increase the maximum number of facet values to 50 for local searches only. The valid values are 20–50. CDI continues to display a maximum of 20 values in blended searches.
   display_856_in_the_holdings_as_viewit	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 enables 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 appears and contains a link based on the 856 u field. false – The View It service does not display for the holdings record, and these records are 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 appears and contains a link based on the 856 u field. As a result, the availability status in brief display is displayed as Available online, and those records are included in the Available online facet. The online status and delivery are in addition to any physical availability indication.
   display_actions_personal_settings	When set to true, all available library notices display in My Library Card > Personal Details.  To allow users to select which library notices to receive or not, you must select the Enable Edit My Library Card option on the View Configuration page (Configuration Menu > Discovery > Display Configuration > Configure Views). For more details, see Enabling Users to Edit Personal Details
   display_user_settings	Set this field to true to enable the My Library Card > Personal Details and Settings tab, which enables users to change additional settings. This functionality is disabled by default. For more details, see Configuring the Personal Details and Settings Tab. This setting also enables the My Personal details and settings link in the User Area menu of the UI.
   editions_eni_linking	Not used. For configuration information, see Configuring the Central Index Linking Templates for Primo VE.
   enable_guest_user_for_dlr	When set to true, display logic rules are applicable to guest users when service restrictions pertain to user groups.
   enable_login_event	When set to true, enables institutions to track successful Primo patron logins in reports. Institutions may opt out of this option of Primo logins appearing in the report by setting the parameter to false.
   expanded_db_search	When set to true (default value), searches on the Database Search page are expanded to match information in all fields instead of only the record's title. If you prefer searching by title only, set this parameter to false. For additional information, see Configuring Database Search for Primo VE.
   filter_dedups_from_discovery_browse	When set to true (default value), deduped records are filtered from Browse Search results and may display different results from Alma's Browse Shelf Listing. If you prefer to see similar results in both Alma and Primo VE, set this parameter to false.
   gale_linking	Not used. For configuration information, see Configuring the Central Index Linking Templates for Primo VE.
   getit_group_by_library	When set to true, the available libraries are listed in alphabetical order in Get It if there is more than one available library with holdings. Otherwise, Get It displays all available locations in alphabetical order as it does for the default setting. The default setting is false, which does not group locations by library. GetIT! Tab1 Labels code table (Configuration Menu > Discovery > Display Configuration > Labels) defines the Libraries group heading in Get It.
   holdings_fields_display_in_locations_list_view	When set to true, users can view holdings information on the Get It > Locations tab instead of having to open the Location Items tab. The default value is false. For more details about the configuration of holdings information, see Configuring Holdings Display Fields for Primo VE.
   ignore_ui_language_for_ search_time_language_recognition	This parameter enables you to disable language recognition during searches so that the same results are returned for every UI interface language.
   index_5XX_authorithy_fields	When set to true, the system uses 5XX fields from your records to enrich the authority records. The default value is false. For additional information, see Search Section Mapping.
   infobase_linking	Not used. For configuration information, see Configuring the Central Index Linking Templates for Primo VE.
   kanopy and kanopy_latest	Kanopy is an on-demand streaming service that enables institutions to provide access to a large collection of films. During the activation of these services, you must also configure the template that CDI 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_holding_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 displays 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.
   mendeley_application_id	After you have registered your Primo VE server with the Mendeley application (see Registering Your Primo VE Institution), enter your Mendeley application ID to configure the connection between your Primo VE server and the Mendeley application.
   mendeley_redirect_uri	After you have registered your Primo VE server with the Mendeley application (see Registering Your Primo VE Institution), enter the secret value for your Mendeley application to configure the connection between your Primo VE server and the Mendeley application.
   mendeley_secret	After you have registered your Primo VE server with the Mendeley application (see Registering Your Primo VE Institution), enter the redirect URL for your Mendeley application to configure the connection between your Primo VE server and the Mendeley application. Use the following format for your Primo server:  <Primo_VE_host_name>/primaws/mendeleyPost?vid=<Primo_VE_view_code> For example: https://myInst.primo.exlibrisgroup.com/primaws/mendeleyPost?vid=01WRLC_INST:01WRLC_VIEW
   moazine_linking	Not used. For configuration information, see Configuring the Central Index Linking Templates for Primo VE.
   naxos_jazz_library	Not used. For configuration information, see Configuring the Central Index Linking Templates for Primo VE.
   naxos_music_library	Not used. For configuration information, see Configuring the Central Index Linking Templates for Primo VE.
   naxos_spoken_word	Not used. For configuration information, see Configuring the Central Index Linking Templates for Primo VE.
   naxos_video	Not used. For configuration information, see Configuring the Central Index Linking Templates for Primo VE.
   nichigai_linking	Not used. For configuration information, see Configuring the Central Index Linking Templates for Primo VE.
   number_of_representations_in_viewit	The maximum number of representations that display by default in the View Online section of a record's full details. The default value is 5. If the number of representations exceeds this setting, the Show More button displays below the list of representations and enables users to view the remaining representations by selecting it.
   online_payment_link	When set to true, the link to the WPM Education E-Pament System is enabled in My Library Card to enable patrons to pay fines and fees online. For more information, see Configuring the WPM Education E-Payment System.
   psychotherapynet_video_links	Not used. For configuration information, see Configuring the Central Index Linking Templates for Primo VE.
   save_users_search_history	When set to true, recent search suggestions are enabled for all your institution's views. If you want to let users enable/disable this option on the My Library > Personal Details and Settings tab, set the display_user_settings parameter to true.
   show_recent_search	When set to true, search history is saved between sessions and used for recent search suggestions. When set to false, existing search history is retained, but only current session entries are used for suggestions. If you want to let users enable/disable this option on the My Library > Personal Details and Settings tab, set the display_user_settings parameter to true. At any time, end users can delete entries from the Search History by selecting the delete option.
   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.
   use_facet_in_creator_hyperlink	Out of the box, selecting the author's hypertext link in a record's details returns results based on the creator and the record's creator facets. Author Details on the Record's Full Display Page This parameter enables you to return all records associated with the selected creator and not filter by the record's creator facets. Out-of-the-box, this functionality is disabled. The following values are valid: true (default) – Indicates that the Author link includes the filter for the record's creator facets. For example:  https://myInst.alma.exlibrisgroup.com/discovery/search? query=creator%2Ccontains%2CRowling%2C%20J.%20K.%2CAND&tab= Online_Access&search_scope=Online_access&vid=PRIMO_OAP_INST% 3AAlma&facet=creator%2Cexact%2CRowling%2C%20J.%20K.&lang=en& mode=advanced&offset=0 false – Indicates that the Author link excludes the filter for the record's creator facets. For example: https://myInst.alma.exlibrisgroup.com/discovery/search?query=creator%2Ccontains%2CRowling%2C%20J.%20K.%2CAND&tab= Online_Access&search_scope=Online_access&vid=PRIMO_OAP_INST% 3AAlma&lang=en&mode=advanced&offset=0
   view_to_libraries_for_collection_discovery	When set to true, collections are filtered by library/view as follows: On the Collection pages, only the collections/sub-collections that are associated with the relevant library are displayed. When searching for items from the Collections Lobby page, only the items that are associated with the relevant library are displayed. The collection path that displays for an item on the Full Display page, includes only the paths to collections that are associated with the relevant library. The More from the same collection area shows only items that are associated with the relevant library. You must also map your views to libraries in your institutions so that they can be filtered accordingly for collection discovery on the Primo view mapped into Alma libraries mapping table (Configuration Menu > Discovery > GetIt Configuration > Primo View to Libraries). For more details, see Configuring the Location Filter List for Get It.
   WestlawUK_linking	Westlaw UK is an online legal information service. During the activation of this service, you must also configure the template that CDI uses to link users to this collection. To configure the template, replace <sponsorcode> with the sponsor code that is provided by Westlaw UK: http://login.westlaw.co.uk/maf/wluk/ext/app/document?crumb- action=reset&docguid={{control/sourceid}}&sp=<sponsorcode>

2. Enter a value in the parameter value field.

3. Select 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 (for 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 see this expansion above the results in searches that include the CDI search scope or local search scopes. Over time, the controlled vocabulary repository is extended so that users 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 select the link to the right of the recommendation.

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

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