Configuring Collection Discovery for Primo VE

The Collections Lobby

The Collections Lobby page, which opens after selecting Collection Discovery in the Main Menu Bar, displays all top-level collections. For each collection, up to four images from the collection are displayed. The Collections Lobby appears as follows in Primo VE:

Collections Lobby in Primo VE

From this page, users can either select a specific collection or perform a search of all collections, sub-collections, and their items.

The Collection Page

Selecting a collection or sub-collection opens the Collection page, which displays all its sub-collections and items.

Collection with Sub-Collections

Collections with Items

If a collection or sub-collection has both sub-collections and items, the list of items appear in a section below the list of sub-collections.

On a Collection page, users can perform the following operations:

Select a sub-collection to open its Collection page.
Select an item to open its full display, which enables users to view the item's details, services, and collection path and to open the item's digital representation in the browser.

Item's Full Display Page
Select an item's Pin icon to save it to My Favorites.
Display the list of items in either Grid (displays resource type, title, and image) or Gallery (displays resource type and image) view. Hovering over the item in Gallery view displays the title.
Search within collections. For more information, see Searching within Collections.
Sort the list of items and sub-collections. For more information, see Sorting Sub-Collections and Items.

Searching within Collections

The Collection page enables users to search for and filter relevant items and sub-collections that are one level below the collection. This is very helpful for collections that contain many items and sub-collections.

Searches within a collection do not return any sub-collection's items and sub-collections unless performing a search from the Collections Lobby.

Search on Collection Page

Search queries are matched against any search field (such as title, author, and subject) and may include any of the following search operators to provide a more complex search query: AND, OR, and NOT. In the following example, the search for the phrase tradition OR style returns the following results:

Matching Search Phrase Found in Search Fields

Sorting Sub-Collections and Items

A collection may contain both items and sub-collections that are managed at various levels of sub-collections. At each level, you can sort the items and sub-collections independently using the following Sort by drop-down lists:

Sort sub-collections by – Select one of the following types to sort all sub-collections on the page: Relevance or Title.
Sort items by – Select one of the following types to sort all items on the page: Relevance, Title, Date-newest, Date-oldest, or Author.

Sorting Items by Title on Collection Page

The default sort type is configurable with the top-level collections in Alma. For more information, see Managing Collections.

Searching for Collections

Users can also search for collections directly using Primo VE's search box. Selecting a collection from the results, opens the collection on the Collection page, not on the Full Display page.

Collection Discovery - Search_For_Collection.png

Collection Search Using Primo VE's Search Box

Regardless of inventory, collections are considered available online content and are filtered with the Available online top-level facet.

Deep Links

Users can link directly to the Collections Lobby or a Collection Page using the following link format:

<Primo VE base URL>/discovery/collectionDiscovery?vid=<inst_ID>:<view_ID>&collectionId=<collection_ID>&lang=<lang>

Examples:

Collections Lobby: https://primo-demo.exlibrisgroup.com/discovery/collectionDiscovery?vid=Alma&lang=en
Collection's page: https://primo-demo.exlibrisgroup.com/discovery/collectionDiscovery?vid=Alma&collectionId=17579453&lang=en

Configuration Options

The following table describes the configuration options that support this functionality.

For collection discovery testing, the premium sandbox is required.

Collection Discovery Configuration
Element	Description
Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings)	Set the view_to_libraries_for_collection_discovery parameter to true if you want to allow collections to be filtered by library/view. For more details, see Discovery Customer Settings. You must also map your views to libraries in your institutions so that they can be filtered accordingly for collection discovery. For more details, see Primo view mapped into Alma libraries mapping table.
View Configuration page (Configuration > Discovery > Display Configuration > Configure Views)	Update the following options per tab: General tab – The Enable Collection Discovery Features checkbox enables collection discovery at the view level. For more details, see Configuring Discovery Views for Primo VE. Links Menu tab – The CollectionDiscovery code defines and enables the Collection Discovery link that displays in the Main menu. This code contains the following settings: Label – The label that displays for the link in the Main menu. URL – The link to the Collections Lobby, which displays all collections for your institution: /discovery/collectionDiscovery?vid=<View_Code> Description – Optional text that describes this link for internal use. For more details, see Configuring Discovery Views for Primo VE. Full Record Services tab – The More from the same Collection option enables the display of the More from the same Collection section in the Full Display. This option is enabled by default. For more details, see Configuring Discovery Views for Primo VE and Configuring the More from the Same Service in Primo VE. Configuring the More From the Same Service in Primo VE
Primo view mapped into Alma libraries mapping table (Configuration Menu > Discovery > GetIt Configuration > Primo View to Libraries)	Use this mapping table to map the views to libraries in your institutions. For more details, see Configuring the Location Filter List for Get It.
Top Level Collections (Resources > Manage Inventory > Manage Collections)	The Top Level Collections page in Alma defines the collections that appear in Collections Lobby. For more details, see Managing Collections in Alma. For information regarding logical collections, see Adding a Logical Collection.
Collection Discovery Labels code table (Configuration > Discovery > Display Configuration > Labels)	This table defines the labels that are associated with the Collections Lobby and each Collection Page. For more details, see Configuring Display Labels for Primo VE. nui.colldiscovery.sortItemsBy: Sort items by nui.colldiscovery.sortSubcollectionsBy: Sort sub-collections by nui.colldiscovery.collections.title: Collections ({1}) nui.colldiscovery.subcollections.title: Sub-collections ({0}) nui.colldiscovery.items.title: Items nui.colldiscovery.show: Showing items for nui.colldiscovery.search: Search nui.colldiscovery.searchButton: Search nui.colldiscovery.view.grid.tooltip: View as grid nui.colldiscovery.view.gallery.tooltip: View as gallery The following codes are no longer in use: nui.colldiscovery.lobby.no.collections: ({1}) collections nui.colldiscovery.lobby.no.subcollections: ({1}) sub-collections nui.colldiscovery.lobby.no.items: ({1}) items nui.colldiscovery.sortby: Sort by The options for the Sort by filters are customized with the Sort Values Labels code table.
View Labels code table (Configuration > Discovery > Display Configuration > Labels)	The following code supports the translation of the Collection Discovery link in the Main menu: mainmenu.label.CollectionDiscovery - Collection Discovery For more details, see Configuring Display Labels for Primo VE.
Collection Resource Editor in Alma (Resources > Manage Inventory > Manage Collections > Edit Collection)	The Discovery tab on the Collection Resource Editor page enables you to define up to 20 images that can display in each collection's and sub-collection's tile on the Collection Discovery page, and in the banner on each collection's page. For more information, see Managing Images for the Collections Lobby. If no thumbnails are defined in the Discovery tab, the system displays either the default thumbnail for the collection's associated bibliographic record or the thumbnail uploaded on the General tab in the Collections Lobby and the Collection's page, but not for the thumbnail used for the collection's associated bibliographic record. To specify the default sort order for Collection Discovery in Primo VE: For a Collection/Sub-collection page in Primo VE, you can use the Sort titles by drop-down list on the Discovery tab to set the default sort order to one of the following: Relevance, Title, Author, Date - oldest, or Date - newest. If no option is selected, the default sort order is Relevance. For more information, see Configuring the Default Sorting for Titles in Collections. As needed, users can select any of the following sort orders in Primo VE: Relevance, Title, Author, Date - oldest, or Date - newest. For sub-collections displayed on a Collection/Sub-collection page in Primo VE, the default sort order is based the order in which the sub-collections were added to the collection/sub-collection. You can use the Sub-collections tab to customize this list and define its default sort order. For more information, see Sorting / Reordering Sub-Collections. As needed, users can choose to order the sub-collections by either Relevance or Title in Primo VE. For collections displayed in the Collection Lobby, the order of the collections is based on the order in which they are added to the Top Level Collections page (Resources > Manage Inventory > Manage Collections). For information on how to customize the order, see Sorting / Reordering Top-Level Collections. Users cannot sort the collections further in Primo VE.
Alma Metadata Editor (Resources > Cataloging > Open Metadata Editor)	With the Alma Metadata Editor, you can suppress collections from discovery by selecting Record Actions > Suppress from Discovery for the collection's descriptive record in the new MD Editor. See Navigating the New Metadata Editor Page for more information.