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    Configuring Discovery Views


    Primo VE allows end users to perform searches, view online material, request materials, and view their account information. The Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views) allows you to configure multiple views that can be based on institution, library, campus, and user group. Each view can have its own look-and-feel and settings (such as search profiles and services).
    ViewsList_OldUI.png
    ViewsList_NewUI.png
    View List Page
    To configure your views, refer to the following sections:

    Defining a View

    The View Configuration page, consists of several tabs, that allow you to configure settings that are related to what end users see in the UI (such as search scopes, look-and-feel, and services). The initial definition of a view configures the General tab and populates the other tabs with the out-of-the-box settings. You can test your view by clicking Actions > Go to View on the Views List page.
    You can create multiple views based on institution, library, campus, and user group.
    To add a discovery view:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Click Add to open the View Configuration page.
      ViewConfiguration_GeneralTab_OldUI.png
      ViewConfiguration_GeneralTab_NewUI.png
      View Configuration Page
    3. Specify the following fields on the View Configuration Page:
      View Configuration Page - General Tab Fields
      Field Description
      Code
      Enter a unique code for your view. After saving the view, the system will automatically prefix the code with your institution's code.
      Name
      Enter a name for your view.
      Default Language
      Select the default language that the system will use for Primo VE.
      Time-out URL
      Specify the redirection URL for Primo VE after a timeout.
      Side bar (Tweak my results) position
      Select the position of the Tweak your results section on the Brief Results page: On the right (default position) or On the left.
      TweakYourResultsSectionResultsPage.png
      Tweak Your Results Section on the Brief Results Page
      Auto Complete Enabled
      Indicates whether auto-complete suggestions are enabled in the Primo VE search box.
      Select as Default View
      Indicates which view is used when staff users select the Display in Discovery option from the Alma repository search results.
      DisplayInDiscovery_OldUI.png
      DisplayInDiscovery_NewUI.png
      Repository Search Results - Display in Discovery Option
    4. Click Save to save your changes and to return to the Views List page.
    5. You have just configured the fields on the General tab. Refer to the following sections to configure the remaining tabs in your view:
      • Links Menu – Defines the links that appear on the Links menu, which displays at the top of Primo VE.
      • Search Profile Slots – Defines the search scopes used in Primo VE.
      • Advanced Search Configuration – Configures the following lists of configuration values that display in Primo VE: indexes, resource types, and languages.
      • Brief Results – Configures the facets and sort options that display on the Brief Results page in Primo VE.
      • Brief Record Display – Configures the fields and actions that display above each record on the Brief Results page in Primo VE.
      • Full Record Services – Configures the display of the service sections on the Full Display page in Primo VE.
      • Manage Customization Package – Manages the customization packages that you can use to modify the look of Primo VE.

    Configuring the Links Menu

    The Links Menu tab on the View Configuration page allows you to define the links on the Links menu, which display at the top of Primo VE:
    LinksMenu.png
    Links Menu

    Adding a Link to the Links Menu

    Out of the box, Primo VE provides the following links: Journal Search, Tags, Library Search, ILL Request, and Browse Search. Browse Search provides additional configuration options (see Configuring Browse Search).
    To add a link to the Links menu:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Links Menu tab.
      View_Config_LinkCustom_OldUI.png
      View_Config_LinkCustom_NewUI.png
      Links Menu Tab
    4. If you have not already done so, click Customize to allow you to add and modify links.
      LinksActivate_NewUI.png
      Edit Links Menu
    5. Click Add to open the Define Menu Link Page.
      DefineMenuLink.png
      AddLink_NewUI.png
      Define Menu Link Page
    6. Specify the following fields:
      Fields for Define Menu Link Page
      Field Description
      Code
      Specify a unique name for this code.
      Label
      Specify the default display label for this link.
      Click the Globe button GlobeButton.png if you want to create translations for the label in the View Labels code table. For more information, see Configuring Display Labels.
      URL
      Specify the page's URL.
      Description
      Enter the text that displays when users hover their cursors over the link.
      Click the Globe button GlobeButton.png 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 allows you to remove unwanted links from the Links Menu.
    To delete a link from the Links menu:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Links Menu tab.
    4. If you have not already done so, click Customize to allow you to customize links.
    5. Delete the row containing the link that you want to remove.

    Activating/Deactivating a Link on the Links Menu

    The Links Menu tab allows you to activate/deactivate links on the Links Menu.
    To activate/deactivate a link on the Links menu:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Links Menu tab.
    4. If you have not already done so, click Customize to allow you to customize links.
    5. Click the Active field in the row containing the link that you want to activate/deactivate. A yellow check mark indicates that a link is active.
      LinksActivate_OldUI.png
      LinksActivate_NewUI.png
      Activate/Deactivate Links on Link Menu

    Ordering Links on the Links Menu

    The Links Menu tab allows you to order the links on the Links Menu.
    To order links on the Links menu:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Links Menu tab.
    4. If you have not already done so, click Customize to allow you to customize links.
    5. Click the up/down arrows in the rows containing the slots that you want to move.
      LinksOrder_OldUI.png
      LinksOrder_NewUI.png
      Ordering Links on Link Menu

    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, and Call Numbers of the following types: generic, Library of Congress (0), Dewey (1), and SUDOC (3).
    BrowseByDropDownList.png
    Browse By Drop-Down List
    To configure Browse Search:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Links Menu tab.
    4. If you have not already done so, click Customize to allow you to customize links.
    5. Edit the row that contains the Browse Search link to open the Edit Menu Link page.
      BrowseSearchConfiguration_OldUI.png
      BrowseSearchConfiguration_NewUI.png
      Edit Menu Link Page for Browse Search
    6. 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.
      • Sort By – Select one of the following sort options: Author, Title, Date - newest, and Date - oldest.
    7. Click the up/down arrows as needed to order the browse types in the Browse by drop-down list.
    8. Click Save.

    Configuring Search Profile Slots

    Search profile slots, which are comprised of one or more search profiles (see Configuring Search Profiles), allow users to narrow their searches to material under specific categories (such as the full catalog, journals, or items from a specific campus only). The search profile slots appear in the following areas in Primo VE:
    • Below search box – As users type characters in the search box, they can choose a specific active slot for their search query:
      AboveSearchRecomend.png
      Below Search Box while Typing
    • Next to the search box on the Results List page, – A slot drop-down list displays next to the search box to allow users to perform additional search queries with any of the active slots:
      SearchScope_Drop-Down.png
      Search Box with Search Scopes

    Adding a Search Profile Slot

    The Search Profile Slots tab allows you to configure one or more search profiles slots per view. For each search profiles 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 Primo VE.
    To add a search profile slot:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Search Profile Slots tab.
      Customize_SP_Slots.png
      View_Config_SP_Slots_NewUI.png
      Search Profile Slots Tab
    4. Click Add a Slot to open the Define Slot Page.
      Add_SP_Slot.png
      View_Config_SP_Slots_AddSlot_NewUI.png
      Define Slot Page
    5. 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.
      Click the Globe button GlobeButton.png 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.
      Click the Globe button GlobeButton.png 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.
    6. In the Select Search Profiles for slot section, activate the search profiles that you want to include with the new slot. As you activate a row, it is moved to the top of the list and up/down arrows are added to the row.
      Active_SP.png
      View_Config_SP_Slots_ActSlot_NewUI.png
      Select Search Profiles
    7. Click the up/down buttons as needed to change the order of the active search profiles. 
      Order_SP.png
      View_Config_SP_Slots_OrdertSlots_NewUI.png
      Specify Order of Active Search Profiles
    8. Click Save.

    Deleting a Search Profile Slot 

    The Search Profile Slots tab allows you to delete search profile slots.
    To delete a search profile slot:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Search Profile Slots tab.
    4. Select the Delete row action from the row that contains the search profile that you want to delete.

    Activating/Deactivating a Search Profile Slot 

    The Search Profile Slots tab allows you to activate or deactivate search profile slots.
    To activate/deactivate a search profile slot:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Search Profile Slots tab.
    4. Click the Active field in the row containing the slot that you want to activate/deactivate. A yellow check mark indicates that a slot is active.
      Act_Deact_SP_Slots.png
      SP_Slots_ActDeact_Slots_NewUI.png
      Activate/Deactivate Search Profile Slots

    Ordering Search Profile Slots

    The Search Profile Slots tab allows you to specify the order of the search profile slots in the UI.
    To reorder the search profile slots:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Search Profile Slots tab.
    4. Click the up/down arrows in the rows containing the slots that you want to move.
      View_Config_Order_SP_Slots_OldUI.png
      SP_Slots_Order_Slots_NewUI.png
      Ordering Search Profile Slots

    Configuring Advanced Searches

    The Advanced Search Configuration tab allows you to manage the following configuration lists:
    • List of Indexes – This list defines the fields that appear in the Search Field drop-down list for advances searches.
    • List of Resource types – This list defines the resource types that appear in the Material Type drop-down list for advances searches.
    • List of Languages – This list defines the languages that appear in the Language drop-down list for advances searches.
    AdvancedSearchConfigurationTab.png
    View_Config_AdvSearch1_NewUI.png
    Advanced Search Configuration Tab
    For each type of list, you can add and delete items, change the order of items that appear in the Advanced Search drop-down lists (Material Type and Language only), and indicate which search profiles can display each item.

    Adding a Search Index to Advanced Searches

    The List of Indexes section on the Advanced Search Configuration tab allows you to add items to the Search Index field in the Advanced Search Box.
    SearchIndexField.png
    Search Index Fields
    To add a new index:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Advanced Search Configuration tab.
    4. If you have not already done so, click Customize to allow you to modify the configuration list.
      ListOfIndexes.png
      View_Config_AdvSearch_LoIdx_NewUI.png
      List of Indexes Section
    5. Click Add Index to open the Add Index dialog box.
      AddIndexDialogBox.png
      View_Config_AdvSearch_AddIndex_NewUI.png
      Add Index Dialog Box
    6. Select an index from the Search Index drop-down list and click Add Index.

    Adding a Resource Type to Advanced Searches

    The List of Resource Types section on the Advanced Search Configuration tab allows you to add items to the Material Type field in the Advanced Search Box.
    MaterialTypeField.png
    Material Type Field
    To add a resource type:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Advanced Search Configuration tab.
    4. If you have not already done so, click Customize to allow you to modify the configuration list.
      ListOfResourceTypes.png
      View_Config_AdvSearch_LoRsrc_NewUI.png
      List of Resource Types Section
    5. Click Add Resource Type to open the Add Resource Type dialog box.
      AddResourceTypeDialogBox.png
      View_Config_AdvSearch_AddRsrc_NewUI.png
      Add Resource Type Dialog Box
    6. Select a resource type from the Resource Type drop-down list and click Add Resource Type.

    Adding a Language to Advanced Searches

    The List of Languages section on the Advanced Search Configuration tab allows you to add items to the Language field in the Advanced Search Box.
    LanguageField.png
    Language Field
    To add a language:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Advanced Search Configuration tab.
    4. If you have not already done so, click Customize to allow you to modify the configuration list.
      ListOfLanguages.png
      View_Config_AdvSearch_LoLang_NewUI.png
      List of Languages Section
    5. Click Add Language to open the Add Language dialog box.
      AddLanguageDialogBox.png
      View_Config_AdvSearch_AddLang_NewUI.png
      List of Languages Section
    6. Select a language from the Language drop-down list and click Add Language.

    Deleting an Item from an Advanced Search List

    In each configuration list section on the Advanced Search Configuration tab, you can delete items from a list.
    To delete an item from an Advanced Search drop-down list:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Advanced Search Configuration tab.
    4. If you have not already done so, click Customize to allow you to modify the configuration list.
    5. Click Actions > Delete in the row containing the item that you want to delete.

    Activating/Deactivating an Item in an Advanced Search List

    In each configuration list section on the Advanced Search Configuration tab, you can activate or deactivate items. This allows you to activate or deactivate items for all or specific search profile slots.
    To delete an item from an Advanced Search drop-down list:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Advanced Search Configuration tab.
    4. If you have not already done so, click Customize to allow you to modify the configuration list.
    5. Click the Active field in the row containing the item that you want to activate/deactivate. A yellow check mark indicates that an item is active and will appear in the drop-down list.
      ActivateDeactivateItem.png
      View_Config_ActDeact_AdvSearchItem_NewUI.png
      Active Field in Advanced Search List

    Changing the Order of Items in an Advanced Search List

    In each configuration list section on the Advanced Search Configuration tab, you can order the items in the list.
    To change the order of items in an Advanced Search drop-down list:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Advanced Search Configuration tab.
    4. If you have not already done so, click Customize to allow you to modify the configuration list.
    5. Click the up/down buttons as needed to change the order of the items.
      OrderConfigList.png
      View_Config_Order_AdvSearchItems_NewUI.png
      Up/Down Arrows in Advanced Search List

    Assigning an Item to Search Profile Slots

    In each configuration list section on the Advanced Search Configuration tab, you can assign items to specific search profile slots.
    To assign an item to a search profile slot:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Advanced Search Configuration tab.
    4. If you have not already done so, click Customize to allow you to modify the configuration list.
    5. Edit the row containing the item that you want to modify. The Used by Search Profile Slots page opens.
      UsedBySearchProfileSlots.png
      View_Config_UsedBySP_Slots_NewUI.png
      Used by Search Profile Slots Page
    6. Activate one or more search profiles to build a custom list, or select the Active field 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.
      A yellow check mark indicates that a search profile has been selected.
    7. Click Back to return to the advanced configuration options.

    Configuring the Brief Results Page

    The Brief Results page in Primo VE opens after a user performs a search. Besides the results themselves, this page includes facets and sort by filters.
    BriefResultsPage.png
    Brief Results Page

    Configuring Facets on the Brief Results Page

    Facets allow users to filter their search results based on specific metadata (such as resource type and author). When a facet is opened, it displays a list of values and the number of results found with each value. The Brief Results tab allows you to configure how facets appear in the brief results.

    Editing a Facet

    For each facet, the Brief Results tab allows 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 that were added in the last week, month, and three months.
    NewRecordsFacet.png
    New Records Facet on Brief Results Page
    For the Digital Collection facet, users can display all titles that are under a top-level collection or its subcollections. Typically, top-level collections are used primarily for digital records in Alma, but any type of record is supported. For more information, see Managing Collections.
    DigitalCollectionFacetExample.png
    Digital Collection Facet in Primo VE
    To edit a facet:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Results tab.
      BriefResultsTab.png
      View_Config_BriefResultsTab_NewUI.png
      Brief Results Tab
    4. If you have not already done so in the Facets section, click Customize to allow you to modify facets.
      FacetsConfiguration.png
      View_Config_BR_EditFacets_NewUI.png
      Edit Facets Section
    5. In the Values to display field, specify the maximum number of facet values that you want to display without opening the facet. For example, the Library facet is set to 2, while the other facets are set to 0:
      FacetValueMaxValues.png
      Values to Display Field
    6. Select one of the following values from the Sort Type drop-down list: By Size or Alphanumeric.
    7. If you want to modify a facet's search profile slots, edit the row containing the item that you want to modify. The Used by Search Profile Slots page opens..
      UsedBySearchProfileSlots.png
      View_Config_BR_EditFacetItem_NewUI.png
      Used by Search Profile Slots Page
    8. Activate either 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.
      A yellow check mark indicates that a search profile has been selected for the facet.
    9. Click Back to return to the list of facets in the Facets section.

    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:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Results tab.
    4. If you have not already done so in the Facets section, click Customize to allow you to modify facets.
    5. Click the Active field in the facet's row to activate or deactivate it. A yellow check mark indicates that a facet is active and will appear in the brief results.
      ActivateDeactivateFacets.png
      View_Config_BR_ActDeactFacet_NewUI.png
      Active Field in Edit Facets Section

    Ordering Facets on the Brief Results Page

    The Brief Results tab allows you specify the order in which the facets appear in the brief results.
    To order the facets:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Results tab.
    4. If you have not already done so in the Facets section, click Customize to allow you to modify facets.
    5. Click the up/down buttons as needed to change the order of the facets.
      OrderFacets.png
      View_Config_BR_OrderFacet_NewUI.png
      Up/Down Arrows in Edit Facets Section

    Configuring the Sort By Filter on the Brief Results Page

    The Sort by filter allows 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 Sort by drop-down list or whether sort types appear at all in the Sort by drop-down list.

    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.
    Sort_by_Types.png
    Sort Types in Brief Results
    To order the Sort by drop-down list:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Results tab.
      BriefResultsTab.png
      View_Config_BriefResultsTab_NewUI.png
      Brief Results Tab
    4. If you have not already done so in the Sort section, click Customize to allow you to modify the Sort by list.
      BriefResultSortOrderConfiguration.png
      View_Config_BR_EditSort_NewUI.png
      Edit Sort Section
    5. Click the up/down buttons as needed to change the order of the sort types.
      OrderSort_Types.png
      View_Config_BR_OrderSort_NewUI.png
      Down Arrows in Edit Sort Section

    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.
    Sort_by_Types.png
    Sort Types in Brief Results
    To activate/deactivate sort types:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Results tab.
    4. If you have not already done so in the Sort section, click Customize to allow you to modify the Sort by list.
    5. Click the Active field in the row containing the sort type that you want to activate or deactivate. A yellow check mark indicates that a sort type is active and will appear in the Sort by drop-down list.
      ActivateDeactivateSortTypes.png
      View_Config_BR_ActDeactSort_NewUI.png
      Active Field in the Edit Sort Section

    Configuring FRBR 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 allows users to browse the brief results quickly and access related versions by clicking the see all link.
    VersionsLinkBriefDisplay.png
    See All Link in Brief Results
    The Brief Results tab in the View Configuration allows 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 FRBR display options:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Results tab.
      View_Config_BR_EditFRBR_OldUI.png
      View_Config_BR_EditFRBR_NewUI.png
      FRBR Display Section
    4. In the FRBR Display section, configure the following display options as needed:
      FRBR Display Options
      FRBR Option Description
      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 clicking 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 click either the title or the View versions link to display the versions for the FRBR group.

    Configuring the Brief Record Display

    The Brief Record Display tab configures the information that displays for each record listed on the Brief Results page.
    BriefDisplayExample.png
    Brief Record Display

    Configuring the Display Lines in the Brief Record Display

    In the brief results, you can display information contained 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 allows you to configure the display lines and the actions users can apply to each record.
    View_Config_BRD_Tab_OldUI.png
    View_Config_BRD_Tab_NewUI.png
    Brief Record Display Tab
    The display lines that appear on the Full Display page are also configured here.

    Editing a Display Line

    Primo VE allows you to configure up to four display lines. Each line can consist of multiple data fields that are separated by a delimiter (such as a semicolon).
    To edit a display line:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Record Display tab.
    4. If you have not already done so, click Customize in the Display Fields section to allow you to modify the display lines.
      DisplayFieldsCustomize.png
      View_Config_BRD_DisplayFields_NewUI.png
      Edit Display Fields Section
    5. Edit the row containing the display line that you want to modify. The Row Fields page opens.
      RowFieldsEditor.png
      View_Config_BRD_EditDisplayField_NewUI.png
      Edit Display Line Fields
    6. On the Row Fields page, you can perform the following operations:
      • Add a field to the display line. For more information, see Adding a Field to a Display Line.
      • Click the Delete row action to remove a field from the display line. To remove an entire display line, see Deleting a Display Line.
      • Click the up/down arrows to reorder the fields in the display line.
      • Click the Active field to activate or deactivate a field in the display line. A yellow check mark indicates that a display field is active and will appear in the display line.
      • Change the delimiter that separates the fields in the display line. For more information, see Changing the Delimiter Used in the Display Lines.

    Adding a Field to a Display Line

    Primo VE allows you to add multiple fields to a display line. After a field has been added, you can reorder the fields in the display line as needed.
    To add a field to a display line:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Record Display tab.
    4. If you have not already done so, click Customize in the Display Fields section to allow you to modify the display lines.
    5. Click the Edit row action to modify a display line. The Row Fields page opens.
      RowFieldsEditor.png
      View_Config_BRD_EditDisplayField_NewUI.png
      Edit Display Line Fields
    6. Click Add to open the Add Field dialog box.
      BDR_Add_RowField.png
      View_Config_BRD_AddDisplayField_NewUI.png
      Add Field Dialog Box
    7. Select a field from the Code drop-down list.
    8. Click Add to save your new display field and to return to the Row Fields page.
    9. On the Row Fields page, you can click the up/down arrows to reorder the fields if necessary.

    Changing the Delimiter Used in Display Lines

    Primo VE allows you to specify the character (delimiter) that is used to separate display fields in the display line.
    To change the delimiter:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Record Display tab.
    4. If you have not already done so, click Customize in the Display Fields section to allow you to modify the display lines.
    5. Click the Edit row action to modify a display line. The Row Fields page opens.
      RowFieldsEditor.png
      View_Config_BRD_EditDisplayField_NewUI.png
      Edit Display Line Fields
    6. Click Edit Delimiter to open the Edit Delimiter dialog box.
      BDR_EditDelimiter_RowField.png
      View_Config_BRD_EditDisplayFieldDelimiter_NewUI.png
      Edit Delimiter Dialog Box
    7. Select a field from the Delimiter drop-down list.
    8. Click Save to change the delimiter and to return to the Row Fields page.

    Deleting a Display Line

    Deleting a display line in the Brief Record Display leaves an empty placeholder in case you decide to redefine it and display its data fields in the brief results.
    To delete a display line:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Record Display tab.
    4. If you have not already done so, click Customize in the Display Fields section to allow you to modify the display lines.
      DisplayFieldsCustomize.png
      View_Config_BRD_DisplayFields_NewUI.png
      Edit Display Fields Section
    5. Click the Edit row action to modify the display line. The Row Fields page opens.
      RowFields_DeleteField.png
      View_Config_BRD_EditDisplayField_NewUI.png
      Row Fields Page - Display Line
    6. In all rows, click the Delete row action.

    Changing the Order of the Display Lines

    The Display Fields section allows you to configure the order in which the four display lines appear in the brief results.
    To change the order of the display lines:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Record Display tab.
    4. If you have not already done so, click Customize in the Display Fields section to allow you to modify the display lines.
    5. Click the up/down buttons as needed to change the order of the display lines.
      OrderDisplayFields.png
      View_Config_BRD_AllDisplayFieldLines_NewUI.png
      Reordering the Display Lines

    Configuring the Actions in the Brief Record Display

    Primo VE allows users to perform actions on records (such as to send it in an email or to create a citation for it). These actions are configured in the Keep This Record Actions section on the Brief Record Display tab.
    The actions that appear on the Full Display page are also configured here.

    Activating/Deactivating Actions in the Brief Record Display

    The Display Fields section allows you to configure the order in which the four display lines appear in the brief results.
    To activate/deactivate actions:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Record Display tab.
    4. If you have not already done so, click Customize in the Keep This Record Actions section to allow you to modify the actions.
      View_Config_BRD_RecordActions_OldUI.png
      View_Config_BRD_RecordActions_NewUI.png
      Edit Services Section
    5. Click the Active field to activate/deactivate an action. A yellow check mark indicates that an action is active and will appear in the brief results.

    Changing the Order of Actions in the Brief Record Display

    The Display Fields section allows you to configure the order in which the four display lines appear in the brief results.
    To change the order of the actions:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Record Display tab.
    4. If you have not already done so, click Customize in the Keep This Record Actions section to allow you to modify the actions.
      View_Config_BRD_RecordActions_OldUI.png
      View_Config_BRD_RecordActions_NewUI.png
      Reordering the Actions
    5. Click the up/down buttons as needed to change the order of the actions.

    Configuring the Up-Front Actions

    By default, Primo VE displays the e-shelf, email, and citation actions in the record's brief display. You can configure up to three actions, which are listed from right to left based on the order of the enabled actions.
    Up_Front_Actions.png
    Additional Actions in Record's Brief Display
    To configure the up-front actions:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Brief Record Display tab.
    4. If you have not already done so, click Customize in the Keep This Record Actions section to allow you to modify the actions.
      KeepThisRecordActions_OldUI.png
      KeepThisRecordActions_NewUI.png
      Brief Record Display Tab (Up-Front Actions)
    5. Select up to three Up-Front Actions check boxes to display these actions in the record's brief display.
      The e-shelf action always displays and cannot be disabled from the record's brief display.

    Configuring the Full Display Page

    The Full Display page opens when a user clicks an area within a record's brief display that does not contain hypertext links. Clicking on the title or the availability link in the record's brief display may also take the user to the Full Display page.
    PrimoVE_FullDisplay_ServicesExample.png
    Full Display Page
    The Full Display Page contains various sections, which are called services. If a service is not relevant to a record, it will not appear on the Full Display page. The Full Record Services tab allows you to configure the order of services, the display lines for the Details service, additional links, and whether citation trails and times cited information is displayed. Primo VE displays the following services:
    • Get It, View Online, How to Get It – These sections allow users to request physical items, view electronic materials, or get materials from other sources. The How to Get It service displays only general electronic services that are delivery-related (such as an ILL service), and appears when the record has no holdings. For more information, see Adding a General Electronic Service.
      PrimoVE_GetItService.png
      Get It Service
      PrimoVE_ViewOnlineService.png
      View Online Service
      PrimoVE_HowToGetItService.png
      How to Get It Service
    • Links – The Links section displays additional links and general electronic services that are not delivery-related. For more information, see the following sections:
    • Search inside – This section displays in the Journal Search and on the Full Display page when the journal has an ISSN. It allows users to search a journal for specific articles.
      PrimoVE_SearchInsideService.png
      Search Inside Service
    • Details – This service displays information about the record and allows you to display the same information that is displayed in the brief records display, but it is meant to include additional information that can be displayed on more than three rows. For more information, see Configuring the Details Service.
    • Citations – This service displays a record's citation information. For more information, see Configuring the Citations Service.
    • Virtual Browse – This service allows users to visually browse a library shelf in relation to the selected record so that users may find other items that are related to their search.
      PrimoVE_VirtualBrowseService.png
      Virtual Browse Service
    • The Services page looks very similar to the Full Display page, but it will not allow users to perform searches and may not permit access to other pages and functionality (such as My Library Card). You only need to configure a single view to support both types of pages.
    • The display lines and actions on the Full Display page are configured with the Brief Record Display tab.

    Configuring the Details Service

    The Details service displays the bibliographic information for a record (such as the contributors, description, and so forth).
    DetailsServiceExample.png
    Example of a Details Service
    Primo VE allows 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).
    To configure the display lines for the Details service:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Full Record Services tab.
      FRS_Tab_Customize_OldUI.png
      FRS_Tab_Customize_NewUI.png
      Services Page
    4. If you have not already done so, click Customize in the Actions section to allow you to modify the services.
      FRS_Tab_ConfigureDetails_OldUI.png
      FRS_Tab_ConfigureDetails_NewUI.png
      Edit Services Page
    5. Click the Configure row action to modify the display fields for the Details service. The Display Fields section opens.
      DetailsFields.png
      View_Config_FRS_CustomDisplayFields_NewUI.png
      Display Fields Page
    6. If you have not already done so, click Customize to allow you to modify the display lines.
      DetailsFieldsCustomize.png
      View_Config_FRS_RestoreDisplayFields_NewUI.png
      Edit Display Fields Page
    7. On the Display Fields page, you can perform the following operations:
      • Add a new display line:
        1. Click Add to open the Add Field dialog box.
        2. Select a field from the Code drop-down list.
        3. Click Add to add the new field and to open the Row Fields page.
        4. On the Row Fields page, click Add to add additional fields to the display line. Otherwise, click Back to return to the Display Fields 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. Click Add to open the Add Field dialog box.
        3. Select a field from the Code drop-down list.
        4. Click Add to add the new field and to return to the Row Fields page.
        5. On the Row Fields page, click Add to add additional fields to the display line.
        6. Click the up/down arrows to reorder the field in the display line.
        7. Click 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. Click the Delete row action.
        3. Click Back to return to the Display Fields page.
      • Reorder the display lines by clicking 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. Click the up/down arrows to reorder the fields.
        3. Click Back to return to the Display Fields page.
      • Activate/deactivate a display line by clicking the Active fields. A yellow check mark indicates that a display field is active and will appear in the display line.
      • 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. Click the Active field to activate or deactivate a field in the display line. A yellow check mark indicates that a display field is active and will appear in the display line.
        3. Click Back to return to the Display Fields page.
      • Change the delimiter that separates the fields in the display lines:
        1. Click Edit Delimiter to open the Edit Delimiter dialog box.
        2. In the Delimiter field, type the delimiter character.
        3. Click Save to update the delimiter and to return to the Display Fields page.
    8. Click 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).
    LinksServiceExample.png
    Example of a Links Service
    Primo VE allows you to configure whether the Display Source Record link appears in the Links service.
    To configure the Links service:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Full Record Services tab.
      FRS_Tab_Customize_OldUI.png
      FRS_Tab_Customize_NewUI.png
      Services Page
    4. If you have not already done so, click Customize in the Actions section to allow you to modify the services.
      FRS_Tab_ConfigureLinks_OldUI.png
      FRS_Tab_ConfigureLinks_OldUI.png
      Edit Services Page
    5. Click the Configure row action to configure the Links service options. The Enable Link in Full Display section opens:
      View_Config_FRS_EnableLinks_OldUI.png
      View_Config_FRS_EnableLinks_NewUI.png
      Configure Additional Links
    6. In the Enable Links in Full Display section, select the Display Source Record check box if you want to users to be able to view the item's source record.
    7. Click Back to return to the Services page.

    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 service.
    CitationsServiceExample.png
    Example of a Citations Service
    Primo VE allows you to configure whether citation trails and cited by links from the Web of Science service appear in the Citations service.
    To configure the Citations service:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Full Record Services tab.
      FRS_Tab_Customize_OldUI.png
      FRS_Tab_Customize_NewUI.png
      Services Page
    4. If you have not already done so, click Customize in the Actions section to allow you to modify the services.
      FRS_Tab_ConfigureCitations_OldUI.png
      FRS_Tab_ConfigureCitations_NewUI.png
      Edit Services Page
    5. Click the Configure row action to configure the Citations service. The Enable/Disable citation trails and times cited section appears:
      FRS_Tab_ConfigureCitationParams_OldUI.png
      FRS_Tab_ConfigureCitationParams_NewUI.png
      Configure Citations Service
    6. In the Enable/Disable citation trail and times cited section, activate the following options as needed:
      • Citation Trail – When activated, this option displays the citation trails in the Citations section.
      • Times Cited – When activated, this option displays the times cited information from the Web of Science service in the Citations section. 
    7. Click Back to return to the Services page.

    Ordering the Services

    The Full Record Services tab allows you to select the order of the services (such as View It and Get It) on the Full Display page.
    To order services on the Full Display page:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view to open the View Configuration page.
    3. Click the Full Record Services tab.
      FRS_Tab_Customize_OldUI.png
      FRS_Tab_Customize_NewUI.png
      Services Section
    4. If you have not already done so, click Customize in the Actions section to allow you to modify the services.
      FRS_Tab_OrderServices_OldUI.png
      FRS_Tab_OrderServices_NewUI.png
      Edit Services Section
    5. Click the up/down buttons as needed to change the order of the services.

    Branding Your View

    The look and feel of Primo VE's pages (such as the Full Display page and My Library Card) are configured with the Customization Package Manager, which allows you to modify the custom1.css file and any related image files.
    To customize the look of Primo VE's pages:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Configure Views under Display Configuration to open the Views List page.
    2. Edit your view.
    3. Click the Manage Customization Package tab.
      ManageCustomizationPackage.png
      View_Config_ManageCustomization_NewUI.png
      Manage Customization Package Tab
    4. Click Download to download the customization package. If this is the first time, a template file is downloaded.
    5. Unzip the package and edit the css\custom1.css file. For more details regarding the customization of the new Primo UI, see New UI Customization - Best Practices.
    6. Make sure that the root directory for the package is the view's code.
    7. Zip the package.
    8. Specify the name of the zipped package and click Upload.
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