Primo VE August 2017 Release Notes

Support of Tags and Tag Management

This enhancement enables the Tag functionality in Primo VE, which also includes tag management (see Manage User Tags). Tags allow librarians and other users to categorize records into lists, which are indexed and shared with other users on the Tags page.

Tags Page

From this page, users can search for tags, view the most popular tags, view recently added tags, view my recently added tags, and display the list of records that have been tagged. The numbers in parentheses beside the tag names indicate how many records have been marked with the tag.

Clicking the tag name in the Tag results, opens the results page, which displays a filled-out Advanced Search box followed by the list of records. Users can then modify the search to find additional records. In the following example, only a single record had been tagged:

Results List for a Tag

Creating Tags in the New UI

All users can view tags and their lists, but only signed-in users can create tags.

To create a tag:

Perform a search for a record.
Open the record's full display page.

Tags Section on Full Display Page
In the Tags section, click ADD YOUR OWN TAGS.

Enter Tag Name
Type the name of the tag on the line and press [RETURN].

New Tag Added

Deleting Tags in the New UI

Users can delete only their own tags.

To delete a tag:

On the Tags page, click the tag that you want to edit.

Find Tag to Delete
On the results page, open the record's full display.

Delete Record's Tag
In the Tags section, click the X next to the tag that you want to remove.

Configuration Options

The following table describes the configuration that supports this functionality.

Tags Configuration
Element	Description
Links Menu tab in View Configuration	Enables/Disables the tags functionality and the Tags link that displays on the Main menu in Primo VE.
Full Record Services tab in View Configuration	The Tags service displays in the Full Display view of the record.
Tag Management	The Manage Tags page (Discovery Configuration > Display Configuration > Manage Tags) allows staff users to monitor the tags that have been added by users and remove any that appear inappropriate. For more information, see Manage User Tags.
View Labels code table	The following code has been added for the Tags link in the Main menu: default.mainmenu.label.tags: TAGS The following code has been added for the Tags link's tooltip when hovering over the link: default.nui.mainmenu.description.tags: Tags
Tags Tile Labels code table	Defines the display labels that are associated with tags. Specific codes for the new UI start with the default.nui prefix.
GetIT! Tab1 Labels code table	The following new code defines the name of the section in the record's full display: default.nui.brief.results.tabs.tags: Tags

Export to BibTeX

This enhancement allows users to export a record to BibTex format from either the Brief or Full display pages using the new Export BibTex action.

Export BibTex Action

The following figure shows an example of an export to BibTex:

BibTex Format Example

Configuration Options

The following table describes the configuration that supports this functionality.

Export BibTex Configuration
Element	Description
Brief Record Display tab in View Configuration	The BibTeXPushTo code allows you to enable/disable this action under the Keep This Record Actions section.
Keeping This Item Tile Labels code table	The following code has been added for the Export BibTex action: fulldisplay.command.pushto.option.BibTexPushTo: Export BibTex

Hide Request Forms under Fulfillment Menu

The following links will be hidden under the Fulfillment Configuration menu and displayed only under the Discovery Configuration menu for Primo VE environments:

Labels
Primo View to Libraries
Hold Request Form Customization
Booking Request Form Customization
Digitization Request Form Customization
Resource Sharing Form Customization

For more details about the request forms, see Configuring Request Forms.

Item Display Configuration

This enhancement allows you to configure the information that appears in the following areas under the Get It section on the record's full display page.

Brief item display - This section opens instantly and can contain up to four displays lines (two on each side). Out of the box, Primo VE displays the item's status, terms of use, and the item's description on separate display lines if available for the item. You can configure up to four display lines. Each line can contain up to three fields, which are separated by your choice of delimiter.

Brief Item Display - First Two Rows on Each Side (if needed)

Full item display - The user must click the down arrow to display the information that appears in these display lines. Out of the box, Primo VE displays the additional call number, public notes, material type, location (which includes the library, location, and call number fields), and the barcode on separate display lines if available for the item. You can configure up to 12 display lines. Each line can contain up to three fields, which are separated by a space.

Full Item Display - Right Side Only

Configuration Options

The following table describes the configuration that supports this functionality.

Brief and Full Item Display Configuration
Element	Description
Display Items	The Display Items page (Discovery Configuration > Display Configuration > Display Items) allows you configure the display lines for both the brief and full item display areas under the Get It service. For more details, see Configuring the Brief and Full Item Displays.
Item Display Brief Display Labels code table	This table configure the labels in the brief item display.
Item Display Full Display Labels code table	This table configure the labels in the full item display.

Display of Generic FRBR Record

FRBR groups are used to group records with multiple versions so that duplicate records are not displayed in the results. When displaying FRBR groups in the results, you have the following options:

Preferred record - With this option, Primo VE picks a preferred version from the FRBR group and displays its information. When selected, users are taken to the preferred record by default. Users can access the other versions by clicking the See all versions link.

Preferred Record Shown in Primo VE
Generic FRBR record - This is the new default option in the system. With this new option, Primo VE displays generic information that applies to all versions and does not include availability information and record actions in the brief record display. When selected, users are taken to a results list, which contains all of the record's versions.

Generic Record Shown in Primo VE

Configuration Options

The following table describes the configuration that supports this functionality.

FRBR Display Configurations
Element	Description
Brief Results tab in View Configuration	The following FRBR configuration options are available in the FRBR Display section: 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 versions 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 the availability link, record actions, and the See all versions link to display the other versions for the FRBR 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 See all versions link to display the versions for the FRBR group.
Results Tile Labels code table	The following codes define the labels for generic and preferred record versions: nui.frbrversion.found: {0} versions found nui.frbrversion.found.link: See all versions

Browse Search

This enhancement enables the Browse functionality in Primo VE. A browse search returns an alphabetical list (based on the type of browse selected and the search terms specified by the user). Each item in the results list returns a list of related records. Currently, the following types of browse searches are supported: Author, Title, and Call Numbers of the following types: Library of Congress, Dewey, and SUDOC.

Browse Page in Primo VE

The following figure shows an example of the alphabetical list returned by a title browse. Users can then click one of the items in the list to display the brief results for the item.

Browse by Title

Configuration Options

The following table describes the configuration that supports this functionality.

Browse Configuration
Element	Description
Links Menu tab in View Configuration	Enables/Disables the Browse link that displays on the Main menu in Primo VE. In addition, you can specify which of the following types of Browse are offered to users: Author, Title, Call Number types (0 - Library of Congress, 1 - Dewey, 3 - SUDOC).
View Labels code table	The following code has been added for the Browse link in the Main menu: mainmenu.label.Browse: Browse Search The following code has been added for the Browse link's tooltip when hovering over the link: nui.mainmenu.description.Browse: Browse Search
Browse Search Labels code table	Defines the display labels that are associated with browse.

Block User Groups from Restricted Records

This functionality enables customers to prevent users that belong to specific user groups from searching restricted Primo Central collections and EBSCO search. This may be necessary if a user group (for example, alumni who have user accounts and sign-in off campus) is not permitted access, but the institution as a whole is permitted access.

If a signed-in user is not on campus, Primo will check to see if the user belongs to one of the restricted user groups defined here before sending a request to Primo Central or EBSCO. If the user belongs to a restricted group, the user will not have access to restricted collections provided by the specified adaptor (PCI, EBSCO) unless the user is on campus.

To restrict a user group:

On the Discovery Configuration menu (Configuration Menu > Discovery), click Restricted User Groups (Central Index/EBSCO) under Authentication to open the User Groups with Restricted Access page.

User Groups with Restricted Access Page
Click Add Row to open the Add Row dialog box.

Add Row Dialog Box
In the Add Row sectiondialog box, specify the following fields:
- User Group – Select the user group to which you want to restrict access.
- Search System – Select either Central Index or Ebsco.
Click Add Row.

User Group Restriction Added

Next Month Sneak Peek

Features scheduled for next month include:

Search expansion – expanding search terms with additional variations based on controlled vocabulary
Persistent Facets – enabling users to retain facet selections throughout searches in a session
Sort in Favorites – sort by date, author, and title in My Favorites
Multiple Facet Selection – allowing users to include/exclude multiple facets at a time to filter their search results