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    Primo VE 2021 Release Notes

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    Additional Information:

    • Click here to view the CDI-related updates at the bottom of this page.

    • Click here to view the monthly release and maintenance schedules.


    Download the PDF for the Release Notes.

    November Sneak Peek

    • Show Journal Coverage Dates in Brief Results Page (NERS) – Allow users to easily understand the electronic coverage of journals from the brief results.

    • Exclude eBooks from CDI upon Duplications (NERS) - Allow the combination of local eBook bibliographic records from Alma with book chapters from CDI in the search results.

    • Collection Discovery – New option to perform a search from the Collection Lobby and to expand the search to other collections beyond the collection that the user is viewing.

    Download the PDF for the Release Notes.

    Upcoming Issues to Note

    Improved Pagination Experience

    The new pagination method, which allows users to display 10, 25, or 50 results per page on all results pages, is now the default and only pagination method supported.

    As part of the new pagination method, we have made a performance related change to the results page that renders the results on the top of the page faster than those on the bottom of the page. The bottom results will render as users scroll to the bottom of the page.

    SAML Certificate Workflow Update

    Starting in August 2021, to accommodate the updated expiration policy of the certificate vendors, the signed certificate will be issued twice yearly.

    For example, the certificate made available in August 2021 will expire in June 2022 and the certificate made available in February 2022 will expire in December 2022. This means that institutions that wish to use the signed certificate must update it twice a year.

    Ex Libris highly recommends using the provided self-signed certificate to reduce the frequency of certificate updates.

    What's New in August?

    To download other formats of the presentation, select the following links: WebEx or PDF.

    October Sneak Peek

    • Support Austlang and custom languages (NERS) – Extend the Language Facet and Display field to include custom language codes.

    • Dedup and FRBR – Provide configuration for the Dedup and FEBR keys.

    Download the PDF for the Release Notes.

    What's New in July?

    To download other formats of the presentation, select the following links: WebEx or PDF.

    August Sneak Peek

    • Direct links to PDF using Unpaywall – Add indication and direct link to PDF from the brief results if a match is found with Unpaywall.

    • Roll out of the improved pagination experience to all customers, making sure that the new pagination is the default for Primo VE.

    • Allow more granular discovery roles – Add new discovery roles such as View management and Discovery Operator – Limited. 

    Download the PDF for the Release Notes.

    What's New in June?

    To download other formats of the presentation, select the following links: WebEx or PDF.

    July Sneak Peek

    • Enhance Requests Forms configuration (NERS) - Add more options to define the forms, mandatory fields, and generic checkbox.

    • Improve Search with Hyphens (NERS) - Improve searches that include hyphens (for example, searches for chat-room should also return results that include chatroom).

    • Enrich record's full details with preferred terms from authority records (Multiple Languages).

    Download the PDF for the Release Notes.

    What's New in May?

    To download other formats of the presentation, select the following links: WebEx or PDF.

    June Sneak Peek

    • Improved Pagination Experience – allow users to specify whether to display 10, 25, or 50 results per page.

    • Indexing 505$t (NERS 6552) – Allow users to search and find results in Primo VE that are based on the MARC 505 $$t subfield.

    Download the PDF for the Release Notes.

    What's New in March?

    To download other formats of the presentation, select the following links: WebEx or PDF.

    May Sneak Peek

    The April release is a maintenance release and does not include any new features or enhancements. The following features are scheduled for the May release:

    • Recent Search suggestions – allow users to easily navigate to their previous searches while typing their search terms.

    • Support Database Search that is based on the view's affiliated campus.

    Download the PDF for the Release Notes.

    What's New in February?

    To download other formats of the presentation, select the following links: WebEx or PDF.

    March Sneak Peek

    • Recent Search suggestions – allow users to easily navigate to their previous searches while typing their search terms.

    • (NERS) Improve searches that include hyphens (for example, searches for chat-room should also return results that include chatroom).

    Download the PDF for the Release Notes.

    What's New in January?

    To download other formats of the presentation, select the following links: WebEx or PDF.

    February Sneak Peek

    • Custom Scopes for Other Institutions' External Data Sources – create custom scopes that allow you to search another institution's external data source

    • Allow users to view holdings/items of other institutions in addition to the View It in the Full Record

    Features

    Support Austlang and Custom Languages (NERS 6710)

    October 2021 URM-144684
    Out of the box, Primo VE will now support the Austlang language codes under the Language field of the record's full details and under the Language facet in the results. In addition, you can define additional language codes using the new Customized Languages Code code table, which currently defines only the Austlang language codes.

    Previously, unsupported codes displayed the Undetermined value. With this enhancement, languages will now display in the record's details:

    PVE_AUSTLANG_Code_Displayed_Properly.png

    Austlang Languages Now Shown in Details Section

    Configuration Options

    To support this functionality, the Customized Languages Code code table (Configuration Menu > Discovery > Display Configuration > Labels) has been added to allow you to define codes for unsupported languages.

    PVE_CustomizedLanguagesCodesCT.png

    Customized Languages Codes Code Table
    • For existing data, a re-index is required to support the new out-of-the-box languages codes. Customers can either wait for the next semi-annual indexing, re-save a set of records with this data to trigger indexing, or open a Support ticket to request a re-indexing.

    • The languages in this mapping table are not supported in the Languages field on the Advanced Search page.

    To utilize these language codes, make sure that you define the MARC 041 field in your records with the following information:

    • 2nd indicator: Set to 7.

    • Subfield a: Specify your language codes.

    • Subfield 2: Specify the language type (such as austlang).

    For example:

    041    #7$$aN153 $$aA10 $$aN101 $$aK3 $$aL27 $$2austlang

    Support the Customization of Dedup and FRBR Complete Keys

    October 2021 URM-96636
    You now have the ability to customize the complete keys used for matching in the Dedup and FRBRization processes, which are described in Understanding the Dedup and FRBR Processes (Primo VE). These keys are now managed in a new mapping table called Dedup/FRBR Complete Key Combination (Configuration Menu > Discovery > Other > Dedup/FRBR Complete Key Combination). For example, a library may want to create a complete key for Dedup that is based only on the record's ISSN (F3 key and Type 2). For consortia, you can manage the complete keys centrally from the NZ. For more details, see Configuring the Dedup and FRBR Complete Keys in Primo VE.

    PVE_Customize_FRBR_Dedup_Keys.png

    New Dedup/FRBR Complete Key Combination Mapping Table

    Services May Be Held By Other Institutions

    October 2021 URM-150586
    This functionality allows you to add links to other institutions, campuses, and libraries that may also provide services for a title. When enabled, records that contain the configured linking information will display links in the new May Also Be Held By section of the record's full display.

    In the following example, additional services may be found at Additional Library by selecting its link:

    NUI_MayAlsoBeHeldBySection_In_FullDisplay.png

    New May Also Be Held By Section in Record's Full Display

    Configuration Options

    This functionality is disabled by default. Refer to the following table to enable and configure this functionality. For more details, see Configuring the "May Also Be Held By" Service in Primo VE.

    Configuration Page Description

    Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings)

    In the new marc_field_for_additional_service parameter, specify the MARC field that holds the code used to link to services in another institution, library, or campus. This code must include the MARC field and subfield—for example, 998#a.

    May Also Be Held By mapping table (Configuration Menu > Discovery > GetIt Configuration > May Also Be Held By)

    This mapping table allows you to configure the linking information for each of the additional institutions, libraries, and campuses. This mapping includes the location's code, display name, URL, and MARC field that contains the record's identifier.

    To make this mapping table accessible in the Discovery Configuration Menu, you must first configure the marc_field_for_additional_service customer parameter and then sign out and sign back in to Alma.

    Alma Metadata Editor (Resources > Cataloging > Open Metadata Editor)

    For each bibliographic record that you want to include additional services from other locations, you must add the code of each location to the MARC field specified by the customer parameter defined above. For example: 998 $$a lib1, $$a lib2

    Full Record Services tab on the View Configuration page (Configuration Menu > Discovery > Display Configuration > Configure Views)

    The mayAlsoBeFoundAt code allows you enable/disable this section on the Full Display page. By default, it is enabled for your view.

    GetIT! Tab1 Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following codes define the label associated with this service on the Full Display page:

    • nui.brief.results.tabs.mayAlsoBeHeldByTabHeld By

    • nui.brief.results.tabs.mayAlsoBeFoundAtMay Also Be Held By

    Analytics

    To support this functionality, the following actions have been added to the Action Usage subject area:

    Group Subgroup Action Description
    Document Tab May Also Be Held By User selected the May Also Be Held By tab on the Full Display page.

    Ongoing Analytics Improvements (October)

    October 2021 PRM-43227, PRM-43227, PRM-43227
    As part of our continuous effort to improve our data tracking and reporting in Analytics, the following improvements have been added for this release:

    • The Popular Searches report now counts only the basic and advance searches after previously including other types of searches that were irrelevant to this report. This change applies to data gathered from August 2021 and onwards.

    • The following actions have been added to the Action Usage subject area to support features added in previous releases:

    Group Subgroup Action Description
    Results List Controlled Vocabulary Click on Just search User opted not to include controlled vocabulary results.
    Controlled Vocabulary Displayed User's query displayed controlled vocabulary results.
    Results List General Reset filters User reset selected filters.

    Enrich Display with Preferred Terms from Authority (Multiple Languages) – Exclude Enriched Author from Full Display

    October 2021 URM-155012
    Previously, the values for Subject and Creator were enriched from Authority records in both the facets and record's Full Display. With this enhancement, you can decide not to display the enriched terms for the author in the record's Full Display. For more details, see Excluding Enriched Author Terms from Full Display.

    Configuration Options

    To support this functionality, the customer parameter exclude_author_from_fulldisplay_authority has been added to the Discovery Customer Settings page (Configuration Menu > Discovery > Other > Customer Settings). To exclude author enrichment on the Full Display page, set this parameter to true.

    Support Lithuanian Character Conversions and Sort

    October 2021 URM-141206
    Added support of the Lithuanian language for search (including indexing), relevant character conversion, and sorting in Alma and Primo VE. For more details, see Linguistic Features for Primo VE.

    August 2021 URM-126548
    When enabled, this functionality allows users to link directly to PDFs in Unpaywall from the record's brief display in the Brief Results and Full Display pages.

    PVE_UnpaywallLinkToPDF.png

    Link to PDF in Unpaywall

    Configuration Options

    This functionality is disabled by default. The following table lists the configuration options associated with this functionality.

    Element Description

    General tab on the View Configuration page (Configuration Menu > Discovery > Display Configuration > Configure Views)

    Select the Display Unpaywall Links option to enable these links in the brief display.

    Aria Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following code is used for screen readers:

    nui.aria.quicklink.PDFQuick Link to PDF, opens in a new window

    Full Display Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following code is used to customize and translate the tooltip:

    fulldisplay.PDF.tooltipPDF

    Links and General Electronic Services Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following code is used to customize and translate the display label:

    fulldisplay.PDFPDF

    To support this functionality, the following action been added to the Action Usage subject area:

    Group Subgroup Action Description

    Document

    Link

    Link to PDF fulltext using Unpaywall

    The user selected a PDF link in Unpaywall.

    Improve Visibility of Services Available from CDI – Match with Multiple ISBNs / EISBNs

    August 2021 URM-142931
    Previously, only the first ISBN and EISBN were used to retrieve electronic services available from CDI. With this enhancement, Primo VE will include additional ISBNs and EISBNs (up to five each) to the OpenURL request using the new parameters rft.isbn_list and rft.eisbn_list, and the Alma link resolver will now store these values in the CTO and use them to match active, available portfolios (see Alma August 2021 Release Notes).

    Support Icelandic Character Conversions and Sort

    August 2021 URM-140204
    Added support of the Icelandic language for search (including indexing), relevant character conversion, and sorting in Alma and Primo VE. For more details, see Linguistic Features for Primo VE.

    August 2021 URM-148271
    Previously, links for Search Webhooks were displayed only in the Links section of the record's Full Display. With this enhancement, you can now display the link more prominently in the How to Get It section of the record's Full Display page.

    PVE_NewsbankExample_ReadDocumentLink.png

    Example Newsbank Link in How to Get It Section

    Configuration Options

    To enable this functionality, you must configure the Search Webhook to include the following delivery information in the response:

    {"delivery":{"delcategory":["Remote Search Service"],"fulltext":["fulltext_ linktorsrc"]}

    For more details, see Enabling the Search Webhook API in Primo VE.

    Allow Task-Oriented Discovery Roles for Staff

    August 2021 URM-140639 URM-117496
    Previously, Discovery administrators were assigned the Discovery - Admin role under the Miscellaneous category. Under a new Discovery category, you can now assign the following roles for Discovery administrators:

    • Discovery - Admin (existing) – This role provides access to all configuration options under the Discovery configuration menu in Alma.

    • View Management (new) – This role limits the administrator to the following options on the Discovery configuration menu in Alma:

      PVE_Discovery_ViewManagement.png

      Discovery Configuration Menu in Alma - View Management
    • Discovery Operator - Limited (new)  – This role limits the administrator to the following options on the Discovery configuration menu in Alma:

      PVE_Discovery_Limited.png

      Discovery Configuration Menu in Alma - Limited Operator

    Configuration Options

    The User Details page allows you to assign roles to a user in Alma. The Discovery options are necessary to configure functionality specific to Primo VE. For more details, see Managing Users.

    To assign a Discovery staff role in Alma:
    1. Open the User Details page (Admin > User Management > Manage Users).

    2. Select Add Role under the User Roles section to open the Add New Roles page.

    3. Under the Discovery section, select a task-oriented role.

      Alma_DiscoveryRoles.png

      Discovery Roles - Add Roles Page in Alma

    August 2021 URM-133712
    Previously, the copyright statement opened on a separate page after sending a resource sharing or digitization request. With this enhancement, the copyright statement will now appear on the form and its associated check box must be selected prior to sending the request.

    PVED_AddCopyrightStatement.png

    Copyright Statement on Resource Sharing Request Form

    Configuration Options

    The following table lists the configuration options associated with this functionality.

    Element Description

    Copyright Configuration Files page (Configuration Menu > Fulfillment > Copyright Management > Copyright Declaration)

    To display the copyright statement on the associated request forms, you must configure the following configuration files:

    • resourceSharingCopyrights.html

    • DigitizationRequestCopyrightDeclaration.html

    Resource Sharing Form Customization page (Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request)

    To display the Copyrights field and statement on the Resource Sharing Request Form, enable the Copyright field.

    Digitization Optional Parameters mapping table (Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request)

    To display the Copyrights field and statement on the Digitization Request Form, enable the Copyright field.

    Digitization Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following label defines the title for the copyright field:

    almaDigitization.copyright.sub_titleYou must read and acknowledge the following statement before submitting your request.

    Resource Sharing Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following label defines the title for the copyright field:

    almaResourceSharing.copyright.sub_titleYou must read and acknowledge the following statement before submitting your request.

    Request Tab Messages Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following code defines the message displayed if the check box is not selected before sending the request:

    nui.mandatory.copyrightYou must agree in order to proceed

    Ongoing Accessibility Improvements (August)

    August 2021 PRM-40953
    As part of our continuous effort to comply with Web Content Accessibility Guidelines 2.1 Level AA, we have made the following improvement for this release:

    • After making multiple facet selections under Tweak my results, an indication will now pop up to JAWS users to indicate that they must select the Apply Filters button at the bottom of the page.

    Improve Search Queries with Hyphens

    July 2021 - NERS #4457 URM-142793
    Local repository searches that include a search term with a hyphen will now return additional results by including the term's compound word in the search. For example, searches for the term chat-room, will also include results for chat room and chatroom. Previously, the system only added results for chat room. The supported terms are based on the same terms used for CDI results (see Supported Compound Words).

    Improved Request Forms

    July 2021 URM-142608
    With this enhancement, you can make the following changes to the Digitization Request, Hold and Booking Request, Purchase Request, and Resource Sharing Request forms in Primo VE:

    • Specify which fields on each of the forms are mandatory and must be entered by the user. A red asterisk will be added before each of these fields on the form. Note that this capability already existed for the Resource Sharing Request Form. For more information, see Configuring Request Forms for Primo VE.

      PVE_DigitizationRequest_Mandatory.png

      Mandatory Fields on Digitization Request Form

      Mandatory fields (other than the Generic Field, Requester Note, and Purchase Request Library) will not have a red asterisk indicator and do not have to be entered on non-Blank Purchase Request Forms.

    • Add a description to the top of each form, which can include HTML elements to provide links and custom formatting for the description's text. For more information, see Adding a Description to a Form.

      PVE_DigitizationRequest_FormDescription.png

      New Form Description - Default Description
    • Add a Generic Field check box to the form to allow you to gather additional information from the user. For more information, see Adding a Generic Field to a Form

    Configuration Options

    The following table lists the configurations associated with the improvements to the request forms.

    Configuration Page Description

    Digitization Request Form page (Configuration Menu > Discovery > GetIt Configuration > Digitization Request)

    Hold and Booking Request Form page (Configuration Menu > Discovery > GetIt Configuration > Hold and Booking Request)

    Purchase Request Form page (Configuration Menu > Discovery > GetIt Configuration > Purchase Request)

    The following changes were made to the configuration pages:

    • The new Mandatory column was added to indicate which fields on the form must be entered by users.

    • The new genericCheckBox parameter allows you to add a check box to the form, which allows you to gather additional information about the user's request.

    • The new formDescription parameter allows you to add descriptive text (such as a message) to the top of the form.

    Resource Sharing Request Form page (Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request)

    The following changes were made to the configuration page:

    • The new genericCheckBox parameter allows you to add a check box to the form, which allows you to gather additional information about the user's request.

    • The new formDescription parameter allows you to add descriptive text (such as a message) to the top of the form.

    Purchase Request Labels (Configuration Menu > Discovery > Display Configuration > Labels)

    The following codes were added to support the labels for the new formDescription and genericCheckBox parameters, respectively:

    • almaPurchaseRequest.formDescription – Form Description 

    • almaPurchaseRequest.genericCheckBox – Generic Field

    Request Labels (Configuration Menu > Discovery > Display Configuration > Labels)

    The following codes were added to support the labels for the new formDescription and genericCheckBox parameters, respectively:

    • almaRequest.formDescription – Form Description 

    • almaRequest.genericCheckBox – Generic Field

    Digitization Labels (Configuration Menu > Discovery > Display Configuration > Labels)

    The following codes were added to support the labels for the new formDescription and genericCheckBox parameters, respectively:

    • almaDigitization.formDescription – Form Description 

    • almaDigitization.genericCheckBox – Generic Field

    Resource Sharing Labels (Configuration Menu > Discovery > Display Configuration > Labels)

    The following codes were added to support the labels for the new formDescription and genericCheckBox parameters, respectively:

    • almaResourceSharing.formDescription – Form Description 

    • almaResourceSharing.genericCheckBox – Generic Field

    View Digitized Content in My Library Card

    July 2021 URM-148062
    Previously, when digital content was requested via a resource sharing request and received as an email link, the transaction was considered complete and no longer appeared under the Requests tab in My Library Card. With this enhancement, the following now occurs:

    • The request entry is retained on the Requests tab for a specified duration based on a configurable parameter.

    • The description now includes the Delivered status and a message indicating the maximum number of times the digital file can be downloaded.

    • A Download link is placed next to the entry so that the user can download the item from the Requests tab. If the maximum number of downloads is reached, the following message will display after clicking the the Download link: Maximum number of views exceeded.

    PVE_DownloadDigitalContent3_July2021_RNs.png

    Requests Tab in My Library Card

    Configuration Options

    The following table lists the required and optional configuration settings associated with this enhancement:

    Configuration Page Description

    Scheduled tab of the Monitor Jobs page (Admin > Manage Jobs and Sets > Monitor Jobs)

    The Document Delivery Files Cleanup job must be active to enable this functionality in Primo VE. This job is responsible for deleting the digital files from the cloud and removing entries from the Requests tab when the digital files are no longer permitted to be downloaded. For more details, see Viewing Scheduled Jobs in Alma.

    Customer Parameters Mapping Table page (Configuration Menu > Fulfillment > General > Other Settings)

    The following Alma Fulfillment customer parameters are associated with this functionality:

    • The document_delivery_cleanup_days parameter determines how long the file is available in the lender's/borrower's cloud. The default is 30 days.

    • The borrower_document_delivery_maximum_views parameter determines the maximum number of times the user may view this file. The default is 2 views.

    For more details, see Configuring Other Settings in Alma.

    Library Card Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following code allows you to customize the description of the entry on the Requests tab in My Library Card:

    nui.request.max_num_of_views – The maximum number of views of the resource is: {0}

    Request Lists Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following code allows you to customize the label for the download link on the Requests tab in My Library Card:

    nui.requests.download – Download

    Enrich Display with Preferred Terms from Authority (Multiple Languages)

    July 2021 URM-149291
    In the previous release, Facet fields (Subject, Creator, and Contributor) were enhanced with preferred terms from authority records so that the display of terms was based on the interface language. With this enhancement, this functionality is extended to the Display fields (Subject, Creator, and Contributor) and uses the same configuration. For more information, see Authority Record Enrichment in Primo VE.

    When this functionality is enabled for Display fields, it may be necessary to disable the normalization of indexes if you are seeing duplicate entries for the Display fields. To address this issue, open a Support ticket.

    Support Customized Display and Local Fields for CNMARC

    July 2021 URM-89454
    As with MARC21 and UNIMARC, you can now use the Manage Display and Local Fields page to customize the mapping of data for the CNMARC format:

    • Display fields - With the new CNMARC normalization rules section, you can now customize the normalization rules for the out-of-the-box Display fields (such as Description and Genre) on the Define a Display Field page. For more details, see Managing Display and Local Fields for Primo VE.

      PVE_DefineDisplayField_CNMARC.png

      Define a Display Field Page - CNMARC Normalization Rule for Display
    • Local fields - local fields that allow you to create custom mappings for data from a CNMARC source. For more details, see Managing Display and Local Fields for Primo VE.

      • When the Local field is not configured for search, you can use either the CNMARC Field method or CNMARC normalization rules method to map its display information only: 

        PVE_DefineLocalField_CNMARC1.png
        Define a Local Field Page - Display Customization Only
      • When the Local field is configured for search (see Configuring Local Search and Facet Fields for Primo VE), you can customize the normalization rules for its display and search/facets:

        PVE_DefineLocalField_CNMARC2.png

        Define a Local Field Page - Display and Search/Facets Customization 

    Support Sort Date by Year, Month, and Day

    July 2021 URM-142722
    Previously, the Sort by date options (such as Date-newest) for search results in Primo VE sorted only by year. With this enhancement, the sort is based on the full date, which includes the year, month, and day.

    Ongoing Accessibility Improvements (July)

    July 2021 URM-145457
    As part of our continuous effort to comply with Web Content Accessibility Guidelines 2.1 Level AA, we have made the following improvement for this release:

    • In the Full Record Display > Virtual Browse and More from the Same Course / Collection sections, the role definitions were fixed. 

    Improved Pagination Experience

    June 2021 URM-142074
    In the new Primo UI, users can now specify whether to display 10, 25, or 50 results per page on the following pages:

    • Simple and Advanced search results

    • Journal Search

    • Database Search

    • Browse Search (records page only, not the main Browse page)

    • Citation trail

    • Related items (book chapter, book review, and so forth)

    • Newspaper Search

    In most cases, the new pagination method will be used for the above pages and users will have the option to display the next/previous set of results by selecting the right/left arrow or display a specific set of results by selecting a page number.

    In the following example, the user has selected a maximum of 10 results per page and is currently viewing the second set of 10 results:

    Primo_NumberOfResultsAndPaginationSelection.png

    Number of Results and Page Selection
    • The Results Per Page setting is applied to all types of pages listed above and is retained for the entire session for all users. In addition, this setting applies to the number of items displayed in Collection Discovery.

    • The search results are refreshed and returned to the first page each time the Results Per Page field is changed.

    Configuration Options

    For the June release, the new pagination method is disabled by default to allow customers time to adjust any customizations that they may have made to the existing Load More Results area and Paging widget. For July, the plan is to resolve any Related known issues and replace the old method for loading pages with the new pagination method.

    The following table lists the configuration options associated with this feature.

    Element Description

    Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings)

    Set the tmp_enable_results_per_page parameter to true to activate the new pagination method for your institution.

    Results Tile Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    To customize or translate the label for the Results Per Page field, which appears at the bottom of the various search results pages, update the following code:

    nui.results.resultsPerPage: Results Per Page

    Aria Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    For screen readers, you can customize or translate the following associated codes:

    • nui.aria.paging.numberOfResults: Display {{number}} results per page

    • nui.aria.paging.currentNumberOfResults: Current results per page: {{results}}

    • nui.aria.currentPage: Current Page: {{page}}

    • nui.aria.paging.gotopage: navigate to result page {{number}}

    Analytics

    To support this functionality, the following actions have been added to the Action Usage subject area:

    Group Subgroup Action Description
    Results List General Change number of results per page User changed the Results Per Page field on a results page.

    Enhanced Indexing of Formatted Note (505 t)

    June 2021 URM-142920
    Previously, 505 subfield r was indexed as author/creator. With this enhancement subfield t is indexed with title and table of contents to allow records with formatted notes be found more easily.

    This functionality will be gradually rolled out pending the completion of our semi-annual indexing, which is scheduled to start in July and complete by August.

    In the following example source record, art history from the 505 t subfield is now indexed with the Title and TOC search fields:

    leader	00222nam  22000973u 4500
    001	99290611300121
    005	20210510232926.0
    008	200809s2015    xx      r     000 0 eng d
    245	10$aTitle of this record 
    505	20$tart history 
    773	0#$gpages:5-10 

    Search indexes as shown in PNX:

     "search" : {
        "rtype" : "books",
        "creationdate" : "2015",
        "sort_journal_title" : "Title of this record",
        "sort_title" : "Title of this record",
        "sort_creationdate_full" : "2015",
        "toc" : "art history",
        "language" : "eng",
        "journal_title" : "Title of this record",
        "title" : [ "art history", "Title of this record" ],
        "startdate" : "2015",
        "sort_creationdate" : "2015"
      },

    No configuration is necessary. 

    Enrich Facets with Preferred Terms from Authority (Multiple Languages)

    June 2021 URM-118052
    Previously, Facet fields (Subject, Creator, and Contributor) were enhanced with a single preferred term from authority records. With this enhancement, you can display all preferred terms or just the terms that match the interface language.

    The following example shows the preferred terms in the authority record (right side of figure) that are associated with the 650 Subject field in the bibliographic record (left side of figure).

    image2021-3-8_12-49-31.png

    Alma Metadata Editor - Example Showing Subject's Preferred Terms in Authority Record

    If the user's language setting is German and the following authority conditions are defined, only the preferred term Schweiz will display as a facet value in Primo VE. If the user's interface language was not configured, all the preferred terms would display as facet values in Primo VE. For more information, see Authority Record Enrichment in Primo VE.

    PVE_DefineFieldConditions_AuthorityExample.png

    Example Authority Conditions

    Configuration Options

    This functionality is disabled by default. Any change to this configuration requires a full re-index by Support.

    Element Description

    Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings)

    Set the multiple_languages_preferred_from_authority parameter to true to display all preferred terms from authority records as facet values.

    If language-specific configuration is not defined or matched in the Multi-lingual Configuration table, Primo VE will display all preferred terms from the authority records as facet values, regardless of the interface language.

    Multi-lingual Configuration table (Configuration Menu > Discovery > Display Configuration > Multi-lingual Configuration)

    The Multi-lingual Configuration page has been expanded to support multi-lingual enrichment from authority records. Previously, multi-lingual enrichment was supported only from bibliographic records.

    When the multiple_languages_preferred_from_authority parameter is set to true, the Add Condition dialog box will display the Source drop-down field, which allows you to specify the source of the language-specific facet value:

    • Authority (new functionality) – Indicates that authority records should be checked for preferred terms of a specific language. Only preferred terms matching the interface language are displayed as facet values. If the interface language does not match a configured language in this table, Primo VE displays all preferred terms from the authority record. 

      Only subfield $$9 is used to indicate the preferred term's language.

    • Bib (existing functionality) – Indicates that bibliographic records are checked for display and facet values based on the interface language. For configured languages, only values that match the interface language appear as display or facet values. Otherwise, all values display.

      Any subfield may be used to indicate the language of the display/facet value.

    Ongoing Analytics Improvements (June)

    June 2021 PRM-44904
    As part of our ongoing improvements, the following change was made to Primo Analytics:

    • A column for the Sticky Facets Used flag has been added to the Primo Zero Result Searches report.

    Recent Search Suggestions

    May 2021 URM-137012
    Previously when users typed their query, Primo VE displayed autocomplete suggestions based on the metadata index only. With this enhancement, a single recent search suggestion, which is based on simple searches stored in My Favorites > Search History, is also provided for simple searches.

    When a search term matches an entry in Search History, Primo VE displays a suggestion with the same search terms and scope as found in Search History.

    PVE_ShowRecentSearch1.png

    Autocomplete Suggestions from Search History

     

    • Suggestions will start to appear after a user types at least two characters.

    • For all users, Primo VE displays a single recent suggestion, which is based on the most recent simple search in Search History. The search term may match multiple entries in Search History, but Primo VE will return the most recent search that best matches the search query.

    • For signed-in users, Primo VE will now retain the last 100 searches (including Advanced Search queries) in Search History. Only entries from the current session are used for recent search suggestions if the save_users_search_history customer parameter is set to false.

    Configuration Options

    This functionality is disabled by default. If you would like to enable it, set the following parameters in the Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings):

    • show_recent_search – When set to true, recent search suggestions are enabled for all your institution's views.

    • save_users_search_history – 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. At any time, users can delete entries from the Search History by selecting the delete option:

      PVE_ShowRecentSearch3.png

      Delete Option in My Favorites > Search History

    Limit Database Search to Affiliated Campus

    May 2021 URM-123150
    In multi-campus configurations, you can now limit Database Search to display databases only from their campus instead of displaying databases from all campuses. By default, results are returned per campus. If you want to display results for all campuses in the institution, set the new db_results_by_institution_in_campus_view customer parameter to true (Configuration Menu > Discovery > Other > Customer Settings). For more details, see Discovery Customer Settings.

    Regardless of the configuration, the category tree on the Database Search page displays categories at the institution level, not per campus.

    Improved Place of Production Match in Dedup Keys

    May 2021 URM-130876
    Updated the following Dedup keys for better matching on the place of production:

    • C4 – Added MARC 264.a for serial records as a second priority to MARC 260.a.

    • F6 – Added MARC 264.c as a third priority to MARC 260.c (second) and MARC 008 pos 7-10 (first).

    • F10 – 

      • For non-serial records added MARC 264.b as a second priority to MARC 260.b

      • For serial records: added MARC 264.a as a second priority to MARC 260.a

    • F3 – Added MARC 776.z for non-serial records.

    This feature will become fully available with the next Primo VE semi-annual indexing that is planned to start in July. For more details, see the Alma Release and Maintenance Schedule.

    Ongoing Accessibility Improvements (May)

    May 2021 URM-145459
    As part of our continuous effort to comply with Web Content Accessibility Guidelines 2.1 Level AA, we have made the following improvements for this release:

    • Added IDs to the buttons (roles tab) to improve issues regarding the accessibility of the action list's roles hierarchy. These IDs are used in the aria-owns attribute.

    • The page titles will now include the title of the Primo site and additional information specific to the page. For example:

      PVE_PageTitle.png

      Enhanced Title on Newspaper Search Page

      The following table lists the expected title and configuration information for each page:

      Page Title Format and Code Table Information

      My Favorites > Saved Records

      Title Format:

      main.title - nui.favorites.header - nui.favorites.records.tabheader

      Header/Footer Tiles code table – 

      main.title: Primo by Ex Libris

      Favorites Labels code table – 

      • nui.favorites.header: My Favorites
      • nui.favorites.records.tabheaderSaved records

      My Favorites > Search History

      Title Format:

      main.title - nui.favorites.header - nui.favorites.records.tabheader

      Header/Footer Tiles code table – 

      main.title: Primo by Ex Libris

      Favorites Labels code table –

      • nui.favorites.header: My Favorites
      • nui.favorites.history.tabheaderSearch history

      My Favorites > Saved Searches

      Title Format:

      main.title - nui.favorites.header - nui.favorites.records.tabheader

      Header/Footer Tiles code table – 

      main.title: Primo by Ex Libris

      Favorites Labels code table –

      • nui.favorites.header: My Favorites
      • nui.favorites.search.tabheaderSaved searches

      Journal Search

      Title Format (before search):

      nui.mainmenu.label.journalsearch

      Title Format (after search):

      nui.mainmenu.label.journalsearch – <search term>

      View Labels code table –

      nui.mainmenu.label.journalsearchJournal Search

      Browse Search

      Title Format (before search):

      nui.mainmenu.label.browse

      Title Format (after search):

      nui.mainmenu.label.browse – <search term>

      View Labels code table –

      nui.mainmenu.label.browse: Browse

      Tags

      Title Format (before search):

      nui.mainmenu.label.tags

      Title Format (after search):

      nui.mainmenu.label.tags – <search term>

      Tags Tile code table –

      nui.mainmenu.label.tags: TAGS

      Fetch Items (Citation Linker)

      Title Format:

      nui.mainmenu.label.citationlinker

      View Labels code table –

      nui.mainmenu.label.citationlinker: Fetch Item

      Database Search

      Title Format (before search):

      nui.mainmenu.label.databasesearch

      Title Format (after search):

      nui.mainmenu.label.databasesearch – <search term>

      View Labels code table –

      nui.mainmenu.label.databasesearch: Database Search

      Newspaper Search

      Title Format (before search):

      nui.mainmenu.label.newspapers_search

      Title Format (after search):

      nui.mainmenu.label.newspapers_search – <search term>

      View Labels code table –

      nui.mainmenu.label.newspapers_search: Newspapers

      Citation Path

      Title Format (after clicking a Cited or Cited by icon):

      nui.citation_trail.link.header - <search term>

      Results Tile code table –

      nui.citation_trail.link.header: Your current citation path

      My Library Card > Overview

      Title Format:

      main.title - menu.myaccount.my_library_card - nui.overview.header

      Header/Footer Tiles code table – 

      main.title: Primo by Ex Libris

      User Space Menu code table –

      menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      nui.overview.header: Overview

      My Library Card > Loans

      Title Format:

      main.title - menu.myaccount.my_library_card - nui.loans.header

      Header/Footer Tiles code table – 

      main.title: Primo by Ex Libris

      User Space Menu code table –

      menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      nui.loans.header: Loans

      My Library Card > Requests

      Title Format:

      main.title - menu.myaccount.my_library_card - nui.requests.header

      Header/Footer Tiles code table – 

      main.title: Primo by Ex Libris

      User Space Menu code table –

      menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      nui.requests.header: Requests

      My Library Card > Fines & Fees

      Title Format:

      main.title - menu.myaccount.my_library_card - nui.fines.header

      Header/Footer Tiles code table – 

      main.title: Primo by Ex Libris

      User Space Menu code table –

      menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      nui.fines.header: Fine + fees

      My Library Card > Blocks & Messages

      Title Format:

      main.title - menu.myaccount.my_library_card - nui.blocks.header

      Header/Footer Tiles code table – 

      main.title: Primo by Ex Libris

      User Space Menu code table –

      menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      nui.blocks.header: Blocks + messages

      My Library Card > Personal Details

      Title Format:

      main.title - menu.myaccount.my_library_card - nui.details.header

      Header/Footer Tiles code table – 

      main.title: Primo by Ex Libris

      User Space Menu code table –

      menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      nui.details.header: Personal details

    March 2021 URM-123534
    As with the MARC 773 field, the containing record will now display the related titles of records that are cataloged with the MARC 800, 810, 811, and 830 fields. For more information on linking records in Alma, see Using the MARC Linking Fields for Related Records.

    For example, the related titles appear in the containing record's details as a Contains type of relation: 

    Related record: The Jewish Odyssey of George Eliot

    830 0# $$a Jewish Art $$w 991210710000541

    PVE_RelatedTitles_SeriesAdded.png

    Related Titles in Containing Record

    If the containing record has more than 20 related records, Primo VE will display a Show All button to allow users to view all the related records. To minimize the full list, users can then select the Show Less button.

    Configuration Options

    No configuration is necessary to enable this functionality, but you can customize and translate the display buttons using the Full Display Labels code table:

    • fulldisplay.details.showAll: Show All

    • fulldisplay.details.showLess: Show Less

    Improved Collection Updates

    March 2021 URM-138398
    When collections are suppressed, created, and deleted, the system will now re-index their items immediately. This is necessary to prevent the following issues:

    • A code appears in the Collection Facet for suppressed collections.

    • The Show more collections feature in the record's full display appears for items that belong to a suppressed collection.

    • Items associated with a new or modified collection after adding titles in bulk using the Add Titles from set on the Titles tab (or when removing items from a collection) cannot be seen in the collection.

    Support for Czech Alphabet

    March 2021
    URM-141211Primo VE now supports special Czech language characters for the following areas: searching, sorting, and browsing. For more details, see Czech Characters and Configuring Institution Languages.

    Additional Mapping for Book, Article, Image, and Video Resource Types

    March 2021 URM-128779, URM-122245, URM-103543
    The following improvements have been made to out-of-the-box normalization rules for resource types:

    • Dissertations are no longer mapped to the Manuscript resource type.

    • Books that have accompanying video or audio disks are now mapped to the Book resource type.

    For existing records, these changes will not become available until the next Primo VE semi-annual indexing.

    Quick Access for Mobile Devices

    March 2021 URM-141075
    The Quick Access section of the record's full display allows users to quickly access and view digital representations stored in Alma. With this enhancement, users with mobile devices will now have the ability to download the file, display the representations in the Alma digital viewer, or select the right/left arrows to view additional representation files.

    PVE_QuickAccessMobile.png

    Quick Access View on Mobile Device

    March 2021 URM-141326
    When using the Display CTO option in Primo VE, you will now see additional information to troubleshoot OpenURL requests to Alma's link resolver. For example, the CTO will now contain the URL that Primo VE sends to the Alma Link Resolver:

    PVE_DisplayCTO_Example.png

    Incoming URL for Record's Context Object

    For information on how to enable the debugger, see Using the OpenURL Link Resolver Debugger Tool.

    Autofill for Blank Resource Sharing Requests

    March 2021 URM-126299
    When requesting articles with a blank Resource Sharing Request Form, users can now automatically fill in the following fields based on a specified DOI or PMID: Article Title, Journal Title, Author, Volume, Issue, ISSN, Pages, Start Page, End Page, and Publication Year.

    If this functionality is enabled, the system will display an Auto fill button next to the DOI and PMID fields (if visible). Selecting a button, will automatically populate the fields associated with that DOI or PMID. If the user had already entered a field, it will not be overwritten by the autofill action.

    PVE_RSR_Autofill.png

    Resource Sharing Request Form with Autofill Capability Enabled

    In addition, the text fields and page were widened to allow text to be seen more easily on the form.

    Configuration Options

    This functionality requires the Augmentation integration profile to be configured in Alma (see Alma Resolver Augmentation). In addition, you must enable the following field pairs in the Discovery configuration to make the buttons visible on the form: DOI / DOI Auto Fill and PMID / PMID Auto Fill. For more details, see Configuring Resource Sharing Request Forms for Primo VE.

    Improved Display of Resource Sharing Requests in My Library Card

    March 2021 URM-141075
    The Requests tab now displays the following information (if it exists) for Resource Sharing requests in My Library Card based on request type:

    • Article requests:

      • Article title / Journal title – The journal title has been added to the same line as the article title.

      • Author – No change.

      • Publication date – The publication date is prefixed with the Publication date: label and placed on its own line.

      • Pages – The page information is prefixed with the Pages: label and placed on its own line.

      • Material type – The material type is added to the same line as the request type, which is now enclosed in parentheses.

      For example:

      PVE_MLC_RequestsTab_RS_Article.png

      Article Request in My Library Card
    • Book Chapter requests:

      • Book title / Chapter title – If the chapter title exists, it is prefixed with the Chapter: label and placed on the same line as the book title.

      • Author – No change.

      • Chapter number – If the chapter number exists, it is prefixed with the Chapter number: label and placed on its own line.

      • Pages – If the Start Page and End Page fields exists, the start and end values are delimited by a hyphen and prefixed with the Pages: label. Otherwise, the value is taken from the Pages field.

      • Material type – The material type is added to the same line as the request type, which is now enclosed in parentheses.

      For example:

      PVE_MLC_RequestsTab_RS_BookChapter.png

      Book Chapter Request in My Library Card

    Configuration Options

    No configuration is necessary to enable this functionality, but you can customize and translate the display labels using the Library Card Labels code table:

    • nui.request.chapter_number: Chapter number

    • nui.request.material_type.article: Article

    • nui.request.material_type.book: Book

    • nui.request.material_type.book_chapter: Book Chapter

    • nui.request.material_type.digital: Digital

    • nui.request.material_type.physical: Physical

    • nui.request.pages: Pages

    • nui.request.publication_date: Publication date

    • nui.request.title.chapter: Chapter

    Configure Custom Search Scope from External Data Source

    February 2021 URM-134695
    Previously for consortia, users were permitted to search for external inventory from all institutions. With this enhancement, users can now search a specific external data source from another institution in the network.

    Configuration Options

    When the Entire Network option is selected on the Define a Custom Scope page, the new Other Institution External Data Source condition will appear under the Other Institution Inventory category to allow the creation of custom scopes that limit searches of external inventory to a specific external data source at another member institution.

    PVE_OtherInst_ExtDataSrc.png

    Other Institution External Data Source Condition - Define a Custom Scope Page

    Consortia - Display Get It Other Institution from View It

    February 2021 URM-89049
    Previously, records with only online services at your institution did not display physical holdings from other institutions in the consortium. With this enhancement, users can now view physical and online inventory at other institutions if your institution has only online inventory.

    PVE_Getit_Other_from_ViewIt.png

    Get It Other Institution

    Configuration Options

    No new configuration is necessary, but if you want to display physical inventory from other institutions, select the Display locations from member institutions check box in the General tab on the View Configuration page.

    PVE_DisplayGetIt_OtherInstitution_ViewIt.png

    View Configuration - Display Physical Inventory When Only Online Services Provided by Your Institution

    UX Improvements to My Favorites

    February 2021 URM-137011
    With this release the following usability improvements have been made to My Favorites:

    • When removing a record or group of records from My Favorites, users will now receive a prompt to confirm the deletion of the saved records:

      PVE_DeleteSavedRecord.png

      Row Action to Remove a Single Item
    • When adding or removing labels, the page no longer refreshes and focus stays on the current page.

    • After removing a record or records, the page will refresh and retain focus on the last item marked for deletion.

    Configuration Options

    This behavior does not require any configuration unless you want to customize or translate any of the following display labels in the Favorites Labels code table.

    Favorites Labels Code Table
    Code Description
    nui.favorites.removeSingleItem Remove this item?
    nui.favorites.removeSelected Remove selected items?
    nui.favorites.remove.no NO
    nui.favorites.remove.ok REMOVE IT
    nui.favorites.removeSelected.no NO
    nui.favorites.removeSelected.ok Remove selected

    February 2021 URM-131681
    Previously, CDI returned only the $$E subfield in the links/linktorsrc PNX field, which did not allow the link's label from being translated separately from the provider name. For example:

    <links>
        <linktorsrc>$$Uhttps://www.jstor.org/stable/resrep02650?pq-origsite=summon$$EAccess_content_in_JSTOR</linktorsrc>
    </links>

    With this enhancement, CDI will continue to support the existing $$E subfield but will add the $$F (label) and $$G (provider) subfields to allow the label to be translated. For example:

    <links>
        <linktorsrc>>$$Uhttps://www.jstor.org/stable/resrep02650?pq-origsite=summon$$EAccess_content_in_JSTOR$$FAccess_content_in$$GJSTOR</linktorsrc>
    </links>

    If the CDI record does not contain both the $$F (label) and $$G (provider) subfields, Primo VE will use $$E for the link in the Link section of the record's full display.

    In addition, if CDI does not return provider-specific information but returns the default text without the provider in $$E, you may translate this default text.

    <links>

    <linktorsrc>$$Uhttp://hdl.handle.net/10256.1/2568$$EView_full_text_in_collection</linktorsrc>

    </links>

    Configuration Options

    To support the customization and translation of the $$F and $$E subfields, you can now customize the following codes in the Links and General Electronic Services Labels code table, respectively:

    • fulldisplay.Access_content_in: Access content in {{provider}}

    • fulldisplay.View_full_text_in_collectionView full text in collection

    February 2021 URM-127940
    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. With this enhancement, you can configure Primo VE to return all records associated with the selected creator and not filter by the record's creator facets.

    PVE_CreatorDetails1.png

    Author Details on the Record's Full Display Page

    Configuration Option

    The use_facet_in_creator_hyperlink parameter was added to the Discovery Customer Parameters mapping table (Configuration Menu > Discovery > Other > Customer Settings) to enable/disable the creator facet filter. Out of the box, this functionality is disabled. The following values are valid:

    • true (default) – Indicates that the Author link will include 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 will exclude 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

    Book Chapter Requests on the Resource Sharing Request Form

    February 2021 URM-139694
    Previously, it was not clear that users needed to specify the digital fulfillment option when placing a resource sharing request for specific pages or a chapter in the book. With this enhancement, users will now select the new I only need a specific chapter or pages option to indicate that they are not placing a request for the entire book but only for a portion of the book, which requires digitization from the lending library.

    PVE_RSS__BookChapter.png

    When this option is selected, the Digital option is automatically selected in the Format field, and the Chapter and Pages fields become visible to allow the user to specify the pages or chapter needed for digitization.

    Configuration Options

    The following table lists the configuration options associated with this functionality.

    Element Description

    Resource Sharing Request page (Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request)

    In the Resource sharing request fields section, the Specific chapter or pages field has been added to allow you to enable/disable this functionality on the Resource Sharing Request Form. If disabled, users will have to remember to select the Digital format. 

    If you decide to use this functionality, make sure that you also enable the Chapter and Pages to photocopy fields in the Book request section of this page.

    Resource Sharing Labels code table (Configuration Menu > Discovery > Display Configuration > Labels)

    The following code was added to support the new field on the Resource Sharing Request Form:

    • almaResourceSharing.specificChapterPages: I only need a specific chapter or pages

    Improved Summary Holdings Display

    January 2021 URM-124811
    Previously, the Get It (or Get It Other) - Locations screen displayed partial holdings information for a location and required you to open the location's items to see its complete holdings information. When enabled, this enhancement allows you to view the complete holdings information in the Locations screen by selecting View more.

    PVE_GetIt1_Locations.png

    Locations Page - Partial Holdings Information Shown

    If a title is held at more than 10 locations, its summary holdings information will not appear on the Locations page, but it will appear on the Location Items page.

    When this functionality is enabled, you will continue to see the holdings information in the Location Items screen, but you will now have the ability to see partial and complete holdings information by selecting View less or View more, respectively.

    PVE_GetIt3_Locations.png

    Location Items Page - Complete Holdings Information Shown

    Configuration Options

    By default, the Locations screen under Get It and Get It Other displays a snippet of the location's holdings information. To allow users to view a location's complete holdings information on the Locations screen, you will need to set the new holdings_fields_display_in_locations_list_view parameter to true in the Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings).

    For information on how to configure additional holdings information, see Configuring Holdings Display Fields for Primo VE.

    January 2021 URM-98232
    Previously, you could translate only the labels for the Main Menu links that appear at the top of each page in the UI. With this enhancement, you can also configure a separate URL for each language, which links users to language-specific page.

    PVE_MainMenuLinks_Language.png

    Language-Specific Links in the Main Menu

    Configuration Options

    To support this functionality, the Globe icon has been added to the Edit Menu Link page (Configuration Menu > Discovery > Display Configuration > Configure Views > edit view > Links Menu tab) to allow you to assign a different URL for each language. Note that this option is not provided or necessary for the out-of-the-box links.

    PVE_EditMenuLink_TranslateURL.png

    URL Configuration per Language

    Custom Scopes for Other Institutions' Locations

    January 2021 URM-139896
    For consortia, you can now create custom scopes that allow you to search other institution's records at the location level.

    Configuration Options

    To support this functionality, the Other Institution Locations option has been added to the Define a Custom Scope page (see Defining a Local Data Scope for more details).

    PVE_Define_A_CustomScope_OtherInstInv_Locations.png

    Custom Scopes for Other Institution's Locations

    Support FRBR / Dedup for External Data Sources

    January 2021 URM-98279
    You can now create rules for external data sources that prevent groups of records from being Deduped/FRBRized so that they are not made redundant or grouped during discovery. For each rule you can decide whether to suppress the records from both the Dedup and FRBR processes or to suppress the records just from the Dedup process. For each rule, you specify a maximum of two conditions for suppression.

    Configuration Options

    To support this functionality, the Inventory: External Data Source condition has been added to the Define a Suppress Rule page (Configuration Menu > Discovery > Other > Suppress Dedup/FRBR). For more information, see Suppressing Groups of Records from Dedup/FRBR for Primo VE.

    PVE_DefineSuppressRule_ExternalDataSource.png

    Define a Suppression Condition for an External Data Source

    Central Definition for Hiding Resource Sharing Button – Based on Institutions Location List

    January 2021 URM-133153
    For consortia only, this enhancement allows you to prevent patrons from requesting items from a location in a member's library that has been designated for rare collections. When enabled from the Network Zone, the Resource Sharing Request option will be hidden from view for collections that are held at the designated location.

    Configuration Options

    The Resource Sharing Restriction Rules page (Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Restrictions Rules) has been added to the Network Zone institution to configure each location that has been designated to hold rare collections. After you have configured a location (which includes member institution, library, location of rare books), you must distribute the location to all members in your consortium. For more information, see Configuring Resource Sharing Restriction Rules for Primo VE .

     PVE_ResourceSharingRestrictionRules_NZ_Only.png

    Resource Sharing Restriction Rules Page

    Ongoing Accessibility Improvements (January)

    January 2021 URM-XXXXX
    As part of our continuous effort to comply with Web Content Accessibility Guidelines 2.1 Level AA, we have consulted with an external accessibility company, resolved many issues this release, and are expected to resolve more issues in the upcoming releases. To help track these improvements, you can review the attached list of Resolved Accessibility Issues.

    Additional Enhancements

    • October 2021 URM-144559 CDI-389
      The Newsletter Article resource type is now supported in Primo VE for CDI records. For more details, see Resource Types in CDI.
    • August 2021 URM-122322
      When there is only a single social login option available, the system will not longer display an intermediate screen to select a social login option.
    • August 2021 URM-144378
      You can now display an entry for Archive-It at the top of the Brief Results page in Primo VE. When configured for your institution, the Archive-It entry will contain the following information, which is based on the information returned using Archive-It's API: title, description, collection, date, and link.

      Archive-It_Example3.png

      Example Archive-It Entry in Brief Results

      For customization and integration details, see the Archive-It Integration in Primo and Primo VE blog in the Ex Libris Developer Network.

    • July 2021 URM-148319
      When collection discovery features are enabled in Primo VE, the View the collection link on the Brief Results page now opens the collection's page instead of the record's Full Display page.
    • July 2021 URM-136898
      The following improvements have been made for searches using Hebrew:
      • The list of synonyms has been updated to remove items that can be best handled by Melingo.

      • In addition, author names have been removed from the list of synonyms so that they can now be handled independently by Melingo.

    • July 2021 URM-149263
      Special diacritics are now supported for the Swedish and Norwegian languages.
    • July 2021 PRM-44959
      Navigation has been improved on the List of Versions page by adding a Back to Results Lists link and title to the top of the page. To customize and translate the new title, the following code has been added to the Results Tile Labels code table:
      results.showingVersions – Showing list of versions

      For example:

      PVE_ListOfVersion_BackToResults.png

      List of Versions Page with New Back To Results Link and Title
    • June 2021 URM-112127
      Patrons are now able to specify a purchase request library on the Purchase Request Form. To display this field, you must allow the purchaseRequestLibrary field to be displayed with the Purchase Request Optional Parameters mapping table (Configuration Menu > Discovery > GetIt Configuration > Purchase Request). The display label is defined with the almaPurchaseRequest.library code in the Purchase Request Labels code table.
    • June 2021 PRM-44736
      Changed the labels used for Analytics actions associated with Primo Central to reflect the move to CDI. The following actions were updated for this release: 
           - Expand PC Results (Checked) --> Expand CDI Results (Checked)
           - Expand PC Results (Unchecked) --> Expand CDI Results (Unchecked)
           - SearchScopeType - PC/Deep Search --> SearchScopeType - CDI/Deep Search
    • May 2021 URM-145845
      The initial load time of collections has been improved by providing a warmup to the collection discovery cache.
    • May 2021 URM-140171
      For words containing an underscore in creator/contributor display fields (UNIMARC 700, 701, 702, 710, 711, and 712 fields only), the underscore is now replaced with a space to be consistent with CDI.
    • May 2021 URM-121169
      For collaborative networks with a Network Zone (NZ), institutions were previously able to share digital resources that were managed only at the institution level (IZ) with other institutions in the network, but they were not able to share digital resources that were managed with the NZ. With this functionality, digital resources managed via the NZ are now shared with other institutions. Note that institutions must be configured to share digital resources.
    • March 2021 URM-142921
      The labels on the Central index and proxy set-up page have been changed to reflect the switch to Central Discovery Index (CDI), which replaces our Primo Central Index (PCI).
    • March 2021 URM-143465
      Changes made to the Union View are now propagated to member institutions only after selecting Save in the General tab of the Union View. If you select Save before the propagation has finished, you will receive a pop-up message.
    • March 2021 URM-125745
      Did-u-mean suggestions now provide the most relevant suggestion for phrase searches in Primo VE. For example, if the phrase search is entered as heart attck, Primo VE will now suggest heart attack instead of something like hart attack.
    • February 2021 URM-140889 SF: 898323
      Title-level general electronic services accept and ignore service availability rules based on holdings details. This has been fixed.
    • February 2021 PRM-39579
      Mixed directional text (including Hebrew) in brief display and details in full display is now ordered correctly. For more details, see Handling Bidirectional Text in Display Fields.
    • February 2021
      URM-130731 The following out-of-the-box conversions were added to support Arabic and Farsi diacritics in searches: 

      0627 0622 # آ TO ا Arabic Alif conversion 
      0623 0622 # إ TO ا Arabic Alif conversion 
      0625 0622 # أ TO ا Arabic Alif conversion 
      0649 0626 # ئ TO ى Arabic ya conversion 
      064A 0626 # ي TO ى Arabic ya conversion 
      0647 06C0 # ۀ TO ه Arabic Ta Marbuta conversion 
      0629 06C0 # ة TO ه Arabic Ta Marbuta conversion 
      0642 06A8 # ڨ TO ق Arabic Kaf conversion 
      0648 0624 # ؤ TO و Arabic Wow conversion 
      062C 0686 # چ TO ج Arabic conversion 
      0628 067E # پ TO ب Arabic conversion 
      0643 06AF # گ TO ك Arabic conversion 
      0632 0698 # ژ TO ز Arabic conversion 
      0641 06A4 # ڤ TO ف Arabic conversion

    • February 2021 PRM-39579 SF: 00580668
      Improvements have been made to the handling of bi-directional text, which is necessary when records contain text with mixed directionality, such as with English (LTR) and Hebrew (RTL). For more details, see Handling Bidirectional Text in Display Fields.
    • February 2021
      Upgraded Melingo, which is the Hebrew search plug-in. This change will go into effect when the semi-annual indexing, which is scheduled for January, has completed.

    Resolved Issues

    • October 2021 PRM-45567 SF: 963957, 967766
      In some cases, the pagination arrows in Browse search are not clickable due to tooltips. This has been fixed.
    • October 2021 PRM-45565 SF: 966843, 967613
      The Zotero add-on is getting a list of records instead of a record's full display. This has been fixed.
    • October 2021 PRM-35736 SF: 900404
      When hovering over a filter's lock icon in the Active Filter list, the tooltips PERSISTENT FILTER and Cancel persistence are both displayed. This has been fixed.
    • October 2021 CDI-20545
      This fix prevents the Alma Collection Level URL from overwriting the CustomDB URL field used for CDI linking.
    • October 2021 CDI-19693
      This item fixes an issue with linking to the ProQuest platform, where sometimes the link went to the abstract instead of the full text due to the wrong PQID being used. The PQID will now be taken from the correct participant record and link to the full text according to the institutions' rights.
    • October 2021 URM-158904 SF: 981578
      DB, Browse, and Journal searches incorrectly displayed the Expand my results button. This has been fixed.
    • October 2021 URM-157470 SF: 980818, 981619, 982557, 982819, 982851, 979016
      In some cases, specific searches fail with status 400. This has been fixed.
    • October 2021 URM-156995 SF: 976233
      Missing space in the nui.loan.brief.2 label. This has been fixed.
    • October 2021 URM-156039 SF: 842430, 961863, 983168
      Display logic rule to hide electronic collection for specific user group also affects Guest users. This has been fixed.
    • October 2021 URM-154602 SF: 926140, 927984
      Incorrect relation linking labels. This has been fixed.
    • October 2021 URM-154035 SF: 934970, 932806, 966382, 967637
      Updated EASYBIB template to use https. This has been fixed.
    • October 2021 URM-153796 SF: 957394
      Reloading data from import profile is showing ghost records. This has been fixed.
    • October 2021 URM-153358 SF: 927440, 938313, 948173, 970399, 980809
      Advanced Search - Series index returns no results. This has been fixed.
    • October 2021 URM-149891 SF: 909581
      Indexing error in Google Search Console. This has been fixed.
    • October 2021 URM-147862 SF: 900951, 935296
      Primo VE full text indexing is not working when the source is a Dublin Core record. This has been fixed.
    • October 2021 URM-147134 SF: 878396, 933789, 946464, 973718
      E-mail tool in Primo does not work for openURL links. This has been fixed.
    • October 2021 URM-142524 SF: 864616, 902387, 951889
      Display of Digital Holdings. This has been fixed.
    • October 2021 URM-125972 SF: 794092, 840640, 922957, 955229
      Virtual browse does not display thumbnails even though the records have covers in full display (Google books Vs. Amazon). This has been fixed.
    • August 2021 CDI-20868
      Database names were not consistently populated into the Database Recommender Administration Console for Summon over Alma institutions for CDI. This was fixed so that database names are displayed for all active collections in CDI. This fix will be available August 4.
    • August 2021 CDI-20740, CDI-1453 SF: 827764, 848099, 872985
      In some cases, Subjects were not deduped and alphabetized for CDI. This has been fixed and will be available August 4.
    • August 2021 CDI-20712 SF: 962427
      Added חומותיך <-> חומותייך to Hebrew synonyms file. This fix will be available August 4.
    • August 2021 CDI-20611 SF: 856027
      CDI will no longer send generic snippets to Primo and Primo VE, which means that the snippets must contain the search terms to be displayed. This fix will be available August 4.
    • August 2021 CDI-20578
      When one or more search terms match the keyword tags within the institution's Best Bets, the Best Bet will be returned for CDI. This fix will be available August 4.
    • August 2021 CDI-20022 SF: 908927, 959295
      Primo ISSN search is now searching for both ISSN and EISSN for CDI. This fix will be available August 4.
    • August 2021 CDI-478 SF: 852936
      For CDI, Subjects are now split between different fields in the Search section of the PNX (note that the Display section will remain the same). This fix will be available August 4.
    • August 2021 PRM-43366 SF: 803020, 864206
      For mobile devices, facets were partially covered by the main screen. This has been fixed.
    • August 2021 PRM-43985 SF: 869919, 873715, 874922, 895601, 933095
      An Apostrophe in search results caused console errors. This has been fixed.
    • August 2021 URM-113410 SF: 666201
      Different results were returned from browse and simple search. This has been fixed.
    • August 2021 URM-136138 SF: 814507, 888964, 931783, 939839
      The bX Recommendation URLs were missing publication date. This has been fixed.
    • August 2021 URM-140946 SF: 878507
      The "Available online" facet eliminates NZ-activated full-text resources from search results. This has been fixed.
    • August 2021 URM-141157 SF: 868686
      The Pick Up location "Home Delivery" is not presented in My Account. This has been fixed.
    • August 2021 URM-143341 SF: 851226, 871595, 935752, 932229, 943256
      Display Logic Rule did not hide general electronic service. This has been fixed.
    • August 2021 URM-145498 SF: 914434
      Missing Pickup location in photocopy request (ILL request form). This has been fixed.
    • August 2021 URM-147004 SF: 911593
      Wrong Basic Search Pre-Filter Labels value. This has been fixed.
    • August 2021 URM-149234 SF: 935331, 936448, 950512, 950515, 950621, 961083, 966097
      In some cases, the Held by Library facet was not always shown. This has been fixed.
    • August 2021 URM-152439 SF: 955326, 955842
      In some cases, the Resource Type was not updated. This has been fixed.
    • August 2021 URM-152919 SF: 954143
      For CNMARC, the 200 f, g field was not mapped to creator facet. This has been fixed.
    • August 2021 URM-153289 SF: 958582
      Japanese b_prima_course_name/b_prima_course_instructor fields were not indexed correctly. This has been fixed.
    • August 2021 URM-153886 SF: 959021
      Support root certificate DST Root CA X3 and intermediate certificate R3. This has been fixed.
    • August 2021 URM-153911 SF: 960944, 960946
      Define Thumbnail Link MT - navigation shows duplicate contents on next pages. This has been fixed.
    • August 2021 URM-154602 SF: 926140, 927984
      Incorrect relation linking labels. This has been fixed.
    • August 2021 URM-137010 SF: 851560
      In some cases, Autocomplete could not handle Swedish characters å, ä, ö in Primo VE. This has been fixed.
    • July 2021 CDI-19693 SF: 822161, 828152, 862051, 874126, 885830, 889466, 892624, 900290, 901382, 901788, 906537, 907071, 907104, 912784, 917899, 919783, 925319, 927737, 928146, 929182, 929831, 929924, 930626, 931658, 931759, 938647, 939968, 941418, 944682, 945545, 949622, 949713, 949896, 950266, 954972, 956986, 959621, 959849, 962335, 963933, 964260, 965497, 965708, 967138, 967192, 968846
      In some cases when linking to the ProQuest platform, CDI records were linking to the abstract instead of the full text. This has been resolved by taking the PQID from the correct participant record and linking to the full text according to the institution's rights.
    • July 2021 CDI-19739
      DOI searches with parentheses that are escaped with \ (for example by advanced search) are now searched correctly.
    • July 2021 CDI-20471 SF: 857413, 927352
      This item fixes an issue with the mapping of the Description field in the Advanced Search for CDI. It is now correctly mapped to the Abstract field.
    • July 2021 CDI-20566 SF: 915189
      For CDI, added "קולי<->קול" to the Hebrew synonym list.
    • July 2021 URM-152356 SF: 954477, 954479, 955930, 958507, 959032, 962623, 965173, 966947
      When a heading with more than 10 records was selected in Browse, users were unable to load more results. This has been fixed.
    • July 2021 URM-154342 SF: 955106
      Progress Tracking task for views opens a null view. This has been fixed.
    • July 2021 URM-153289 SF: 958582
      Japanese b_prima_course_name field was not indexed correctly. This has been fixed.
    • July 2021 URM-152180 SF: 945385
      Primo VE - SAML authentication was not working for *.com.cn URL. This has been fixed.
    • July 2021 URM-150122 SF: 943029
      In some cases, the Links section appeared when there were no links. This has been fixed.
    • July 2021 URM-149694 SF: 931701
      Records did not appear in Primo VE after adding an Inventory Network Group. This has been fixed.
    • July 2021 URM-149172 SF: 903193
      OpenURL Services Page from OCLC not filtering this service based on Coverage. This has been fixed.
    • July 2021 URM-148422 SF: 936538, 923624, 927495, 927931, 944979, 950814
      Facet values in the libraries or locations facet were not partially translated. This has been fixed.
    • July 2021 URM-147836 SF: 911313, 916466
      The Dollar sign character in the title truncates the display of that title. This has been fixed.
    • July 2021 URM-147702 SF: 891635, 934427, 934733, 923728, 928363, 944985
      In some cases, Digitization Requests were created without a Requester. This has been fixed.
    • July 2021 URM-145926 SF: 920532,"Search Inside" was missing when the permalink was not for the English UI. This has been fixed.
    • July 2021 URM-145157 SF: 927517, 931948, 933171, 939106, 944049, 945173, 945424, 947084, 947483, 951593, 958723, 961014
      Automation issue - all elements are misplaced and there is a huge X across the screen. This has been fixed.
    • July 2021 URM-145125 SF: 891174
      Email from Services Page included link to journal, not article. This has been fixed.
    • July 2021 URM-143432 SF: 907764
      A specific DC template could not be used; error: ?No record found. You may have insufficient privileges?. This has been fixed.
    • July 2021 URM-143198 SF: 867286, 914567
      Custom CNAME permalinks were not resolving. This has been fixed.
    • July 2021 URM-141849 SF: 902339
      The UNIMARC btitle field should not contain $b$f$g. This has been fixed.
    • July 2021 URM-139909 SF: 859382
      The default Material Type on the Purchase Request Form did not work correctly in Primo VE. This has been fixed.
    • July 2021 URM-139170 SF: 879794, 880591, 917699
      UNIMARC journal records with multiple main titles failed to be indexed. This has been fixed.
    • July 2021 URM-137169 SF: 878350
      Advanced search returned incorrect results when enabling local field for search - chi. This has been fixed.
    • July 2021 URM-136143 SF: 868325, 889093, 889742, 915716, 937416
      The Previewing Records that Failed to Load for Import Data to Primo VE job returned a Java exception. This has been fixed.
    • July 2021 URM-129067 SF: 818051, 911516, 951372
      Pinning items from service page saved journal instead of article when users were logged in. This has been fixed.
    • July 2021 URM-112474 SF: 916777
      Journal was indexed as Other. This has been fixed.
    • July 2021 URM-98087 SF: 884952, 898967, 908004, 909201, 473121, 896772, 661202, 901446, 906762, 903912, 897019, 898645, 900509, 898431, 902138, 902748, 911948, 900306, 896151, 949514, 905850, 903601, 906981
      Fix problem with CSL handling of middle initials in APA style in Primo VE. This has been fixed.
    • July 2021 PRM-44736
      Changed the labels used for Analytics actions associated with Primo Central to reflect the move to CDI. The following action was updated for this release: 
           - First Page Results - Primo Central --> First Page Results - CDI
    • June 2021 CDI-94 SF: 00824464
      Added display/creatorcontrib field to the PNX for CDI. This fix will be available on June 9, 2021.
    • June 2021 CDI-19924
      For CDI, the "pamphlet" resource type is now mapped to "text_resources" in the PNX. This fix will be available on June 9, 2021.
    • June 2021 CDI-1926 SF: 893530, 914810
      In some cases, an incorrect availability status was displayed for records with no full text. This fix will be available on June 9, 2021.
    • June 2021 CDI-384 SF: 921417, 931342, 937337
      For CDI, one word searches of 6 letters or more that include digits are now searched on additional ID fields so that one-word PMID searches such as "11264061" should now return the corresponding record. This fix will be available on June 9, 2021.
    • June 2021 CDI-20043
      For CDI, removed the suggestion "mental retardation" from the controlled vocabulary. This fix will be available on June 9, 2021.
    • June 2021 URM-149818 SF: 940192
      Add the value X-Exl-Api-Remaining In Primo VE API headers. This has been fixed.
    • June 2021 URM-147711 SF: 708854
      Only 245 $$a $$b of the requested title were shown in My Account > Requests. This has been fixed.
    • June 2021 URM-147545 SF: 699854, 709884
      Navigating Advanced Search with screen reader was confusing. This has been fixed.
    • June 2021 URM-146680 SF: 918224
      Links from Alma to Primo Studio did not work. This has been fixed.
    • June 2021 URM-145697 SF: 918235
      Item's Display Configuration was not fully effective. This has been fixed.
    • June 2021 URM-144390 SF: 891196
      Borrow and scan buttons did not have meaningful alternative text labels in Get It. This has been fixed.
    • June 2021 URM-144344 SF: 905199
      Local facet did not show counter. This has been fixed.
    • June 2021 URM-143771 SF: 788605
      For users with many loans, the Overdue icon did not appear on the Overview tab in Mt Library Card unless users first opened the Loans tab. This has been fixed.
    • June 2021 URM-143516 SF: 907254
      Author search incorrectly lead to Browse Search. This has been fixed.
    • June 2021 URM-139909 SF: 859382
      The default Material Type on the Purchase Request Form did not work as expected. This has been fixed.
    • June 2021 URM-138676 SF: 723486
      UI was preventing from displaying a semicolon in the Brief Record Display. This has been fixed.
    • June 2021 URM-138287 SF: 884700, 878388, 879860, 880901, 895176, 897132, 897185, 918830, 925317
      Changes in reading lists (such as citations added or removed) were not showing up in Course Reserve search scope consistently; thus require manual re-indexing. This has been fixed.
    • June 2021 URM-134499 SF: 792784, 837461, 858857, 902088, 905807, 908444
      Duplicate items appearing in Collection Discovery. This has been fixed.
    • June 2021 URM-131866 SF: 719307, 937156
      The item status "The item policy is no renewals" was incorrectly translated. This has been fixed.
    • June 2021 URM-126495 SF: 751264, 931323
      Pickup location of other institution was missing under My Account > Requests. This has been fixed.
    • May 2021 PRM-44269 SF: 823519
      Incorrect behavior of Expand my results. This has been fixed.
    • May 2021 PRM-44151 SF: 869508, 899168
      In Primo Analytics, the sort by date action was sent from Primo VE UI as sort.date_d instead of sort.date. This has been fixed.
    • May 2021 PRM-44088 SF: 865532
      The text for Location > Show more items was cut. This has been fixed.
    • May 2021 PRM-43989 SF: 461671
      In the Primo Analytics Zero Results Report, an ampersand (&) truncated the text. This has been fixed.
    • May 2021 PRM-42691 SF: 792387, 792469
      WCAG 2.0 (A). 2.4.1 - No skip links to move from facets to Apply Filters button. This has been fixed.
    • May 2021 PRM-41484 SF: 691526, 789642, 921422
      For accessibility, there were no page titles for My Account and My Favorites. This has been fixed.
    • May 2021 PRM-40418 SF: 636797
      Inconsistency and accessibility issues with brief view icons and tool tips. This has been fixed.
    • May 2021 PRM-35853 SF: 453072, 848587, 870300, 397314
      Auto-suggestions are are not consistently closing after a search. This has been fixed.
    • May 2021 URM-147157 SF: 921715
      Fixed typographical errors in out-of-the-box discovery labels.
    • May 2021 URM-146959 SF: 754741
      The condition of 008(21) for Journals should be lower case. This has been fixed.
    • May 2021 URM-146542 SF: 886544
      Availability information missing, delivery fails for records in Everything scope, due to delivery ID request/response mismatch. This has been fixed.
    • May 2021 URM-143366 SF: 910383, 919461
      Pickup location default to patron's home institution - not working in Primo VE. This has been fixed.
    • May 2021 URM-143360 SF: 904746
      CZ Records Appear with NZ Icon in CZ Search in Consortia Members with DNZ. This has been fixed.
    • May 2021 URM-142906 SF: 895195, 915044
      Deleted Springer Auto Holdings eBooks still appearing in Primo. This has been fixed.
    • May 2021 URM-142854 SF: 758045
      For Accessibility, skip links not working (Safari). This has been fixed.
    • May 2021 URM-141768 SF: 896391
      Search with special characters fail (u3007 and u3005). This has been fixed.
    • May 2021 URM-138287 SF: 884700, 878388, 879860, 880901, 895176, 897132, 897185, 918830, 925317
      Changes in reading lists (citations added or removed) not showing up in Course Reserve search scope consistently; require manual re-indexing. This has been fixed.
    • May 2021 URM-123304 SF: 755746, 756319, 843627
      For the Online Services Order, could not place Open Access services at the top. This has been fixed.
    • May 2021 URM-118380 SF: 712873
      Local field search and facet NR crashes when entering an MMS ID in the search box and then pressing . This has been fixed.
    • May 2021 URM-114862 SF: 705346, 795077
      Wrong MMS Used when Record has Multiple Versions. This has been fixed.
    • May 2021 CDI-19834 SF: 892718, 921980,926614
      CDI retrieved 300 M records for empty query from Primo Search widget. This has been fixed.
    • March 2021 URM-137884 SF: 904808, 878329, 895117, 879777, 899365, 880236, 879282, 888368, 884004, 893485, 882302, 887412, 879865, 892771, 900028, 883064, 883549
      Titles added to collections in Alma were not appearing in Primo VE unless the records were re-indexed. For more details, see Improved Collection Updates.
    • March 2021 PRM-35853 SF: 453072, 848587, 870300, 397314
      The Autosuggestion display was not consistently closing after searches. This has been fixed.
    • March 2021 PRM-40418 SF: 636797
      Inconsistency and accessibility issues with brief view icons and tool tips. This has been fixed.
    • March 2021 PRM-42691 SF: 792387, 792469
      WCAG 2.0 (A). 2.4.1 - No skip links to go from facets to "Apply Filters" button. This has been fixed.
    • March 2021 PRM-43989 SF: 461671
      Analytics 0-results report: ampersand (&) might truncate the string. This has been fixed.
    • March 2021 PRM-44088 SF: 865532
      Under Location > Show more items, the text was cut. This has been fixed.
    • March 2021 PRM-44151 SF: 869508, 899168
      In Primo VE Analytics, the sort by date action was sent from Primo VE as sort.date_d instead of sort.date. This has been fixed.
    • March 2021 PRM-44269 SF: 823519
      Incorrect behavior of the Expand my results option. This has been fixed.
    • March 2021 URM-115643 SF: 708854
      Only 245 $$a $$b subfields of the loaned title were shown on the My Library Card > Loans tab. This has been fixed.
    • March 2021 URM-130238 SF: 829279, 829305, 836431, 838386, 848394, 870835, 877959, 896613, 905314
      In some cases, database records appeared as books. This has been fixed.
    • March 2021 URM-132133 SF: 837668
      An OpenURL for an article from a vendor lead to an ebook instead of the Services Page. This has been fixed.
    • March 2021 URM-133255 SF: 664935, 855591
      The start and end pages on the Resource Sharing Request Form were not populated correctly. This has been fixed.
    • March 2021 URM-136820 SF: 797662, 830557, 887593
      Collections that were suppressed in Alma displayed in Primo VE. This has been fixed.
    • March 2021 URM-137186 SF: 870241
      Location map code is missing from OTB and has no aria label. This has been fixed.
    • March 2021 URM-137762 SF: 871125, 884222, 910178
      The Loan type drop-down list was locked and patrons could not select the loan period for their requests. This has been fixed.
    • March 2021 URM-138353 SF: 884291
      The Available in the library facet displayed also for online records. This has been fixed.
    • March 2021 URM-138356 SF: 878657, 894599, 899511, 909458, 915806
      The order of the fields configured in the configuration of the Resource Sharing Form were not as expected. This has been fixed.
    • March 2021 URM-139168 SF: 888898
      In some cases, ADFS was not logging users out correctly. This has been fixed.
    • March 2021 URM-139202 SF: 794498
      The Dublin Core tag selection ignored the encoding schema. This has been fixed.
    • March 2021 URM-140934 SF: 911744
      The uresolver_remote_register = Manual setting was not working as expected. This has been fixed.
    • March 2021 URM-141469 SF: 883587, 893730
      The link resolver does not return Unpaywall links in the View It section on the Services Page if generated by the Citation Linker or Google Scholar. This has been fixed.
    • March 2021 URM-141538 SF: 898470, 900895
      In some cases, request options were not displayed in Primo VE. This has been fixed.
    • March 2021 URM-142358 SF: 864018
      Facets failed to display in blended scopes for searches in which the Boolean operator AND was not used correctly. This has been fixed.
    • March 2021 URM-142850 SF: 719733
      In some cases, the "Open in a new window" icon was not shown on the availability line, and text was not added to the tooltip. This has been fixed.
    • March 2021 URM-142852 SF: 793848
      WCAG 2.0 (A) Success Criteria 1.3.1. - Inadequate regions in the User Account Area. This has been fixed.
    • March 2021 URM-143669 SF: 861480
      Terms in brief search results were not highlighted correctly. This has been fixed.
    • February 2021 PRM-44634
      For mobile devices using the Hebrew interface, "Library Card" button is hidden under the "X" button on the Show More menu page. This has been fixed.
    • February 2021 PRM-44267 SF: 653863,647187,727645,743285,835300,859333
      Summary holdings and notes were truncated with ellipses. This has been fixed.
    • February 2021 PRM-43099 SF: 823551
      No aria label was provided for the See all versions link. This has been fixed.
    • February 2021 PRM-43046 SF: 792371
      In Safari, alternative text for the Sign Out button was signOut instead of Sign Out. This has been fixed.
    • February 2021 PRM-42928
      Improved the display of summary holding and notes by adding an Expand option.
    • February 2021 PRM-42691 SF: 792387,792469
      For accessibility no skip links were provided to go from facets to the Apply Filters button. This has been fixed.
    • February 2021 URM-142193 SF: 904213
      Get It drop-down lists do not reflect the Alma Description field accurately. This has been fixed.
    • February 2021 URM-140950 SF: 885449
      When exporting to the RIS format, TY was not always displayed first. This has been fixed.
    • February 2021 URM-120256 SF: 821047
      Non-filing words were not removed from title searches for UNIMARC records. This has been fixed.
    • February 2021 URM-143525 SF: 908273
      In My Account, the label for the loan response was truncated. This has been fixed.
    • February 2021 URM-141834 SF: 739848,794977
      For customers using the Japanese 'ja' locale, the OTB Chinese traditional to simplified conversions file (cjk_unicode_trad_to_simp_normalization) will no longer be used. After the fix, a full re-index is required for environments using Japanese locale.
    • February 2021 URM-141341 SF: 878635
      The French word été (which translates to summer in English) has been removed from the French stop words file because it caused searches to fail. This has been fixed.
    • February 2021 URM-139291 SF: 890408
      The year was not exported to Mendeley. This has been fixed.
    • February 2021 URM-139123 SF: 886520
      Using Boolean operators for CDI records eliminated the effect of double quotes. This has been fixed.
    • February 2021 URM-142543 SF: 879525
      The More From The Same Collection links were not working in some cases. This has been fixed.
    • February 2021 URM-142855 SF: 755778
      The Search button in Advanced Search silently appeared after a term was entered. This has been fixed.
    • February 2021 URM-122407 SF: 751129
      The record's Full display opened in a new tab when direct linking was disabled or not enabled. This has been fixed.
    • February 2021 URM-113433 SF: 669966
      When exporting to EndNote, additional authors were mapped to Series editor. This has been fixed as follows:
           - Removed the mapping for RIS field A2
           - RIS field AU is mapped to PNX fields addata/au; adata/addau
    • February 2021 URM-136049 SF: 870974,870986,894769,903182
      When the addata/date PNX field was set to a year range, all citations were adding 1 to the year. This has been fixed.
    • February 2021 URM-132286 SF: 709993
      Empty entries appeared in successful runs of the Saved Searches Alerts job. This has been fixed.
    • February 2021 URM-131300 SF: 845746,876522
      The Year was not exported to BibTex if PNX/search was missing. This has been fixed.
    • February 2021 URM-122392 SF: 788154,805688,907304
      Did You Mean was appearing when CDI had enough results in blended searches. This has been fixed by increasing the the threshold from 15 to 30 results for blended scopes.
    • February 2021 URM-140557 SF: 886222
      The option to disable Direct Linking for digital resources was not working. This has been fixed.
    • February 2021 URM-129119 SF: 834939
      For advanced searches, the Material Type parameter partially worked. This has been fixed.
    • February 2021 URM-142001 SF: 845721
      Exporting local records to EndNote were not using correct ristype. This has been fixed by adding the following mappings to the PrimaOpr2PnxFormatGenreRistype mapping table:
           - Audio musical to Physical (SOUND)
           - Notated music - Physical (GEN)
           - Projected medium - Physical (VIDEO)
    • February 2021 URM-142324 SF: 898955,900781,901391,903072,904336,904521,907514
      Citations returned 500 Internal Server Error for some records. This has been fixed.
    • February 2021 URM-142324 SF: 871125, 884222, 910178
      In some cases, the Loan type drop-down list field was locked, preventing patrons from choosing the loan period for requests. This has been fixed.
    • January 2021 URM-102311 SF: 632229,659823
      When searching with a boolean operator (AND / OR) and your search terms contain unbalanced quotation marks, search results included the word null. This has been fixed.
    • January 2021 URM-117106 SF: 796340,807177
      After adding a second language to the Institution Language mapping table, the Multi-lingual Configuration page is still not accessible in discovery. This has been fixed.
    • January 2021 URM-117133 SF: 725406
      Sorting is impacted by half-width or full-width space character difference. This has been fixed.
    • January 2021 URM-118234 SF: 727735,889899,890217
      License terms configured in NZ do not display in Primo VE. This has been fixed.
    • January 2021 URM-120256 SF: 662204,797736,821047
      Non-filing words are not removed from search sort title for UNIMARC records. This has been fixed.
    • January 2021 URM-129119 SF: 834939
      Advanced search for Dataset resource type partially works. This has been fixed.
    • January 2021 URM-130984 SF: 821603,865846
      Permalink of record in FRBR/Dedup group results in an empty View It or Get It section on record's Full Display page. This has been fixed.
    • January 2021 URM-132799 SF: 845230
      Links for public notes are not working as expected in View it for some browsers. This has been fixed.
    • January 2021 URM-134201 SF: 857593,859002,860824,863546,870048,879169,881396,886856,889641,891789
      GES links are not displaying in Get It. This has been fixed.
    • January 2021 URM-134832 SF: 543568,742799
      Facet values with diacritics are not displaying in alphabetical order. This has been fixed.
    • January 2021 URM-138354 SF: 869233,872086,876756,882143,884297,885839,877889,879341,893555,901984,903103
      Users could not see Deduped records when searching specific titles in Primo VE.  This has been fixed.
    • January 2021 URM-138676 SF: 723486
      Semicolons added through normalizations rules were not displayed in the record's details. This has been fixed.
    • January 2021 URM-139291 SF: 890408
      The year was not exported to Mendeley. This has been fixed.
    • January 2021 URM-140317 SF: 893322
      The color of the availability status text on Holdings and Brief Results did not change to gray when the item was not available. This has been fixed.
    • January 2021 URM-140950 SF: 885449
      When exporting records to RIS format, the TY tag was not first. This has been fixed. In addition, new mappings of risType were added: ElectronicBooks / book, PrintBooks / book. 
    • January 2021 URM-141440 SF: 892650,898049
      The placeholder for location {1} in calculated availability display text value for code 'delivery.code.unavailable' is no longer working after November 2020 Release. This has been fixed.
    • January 2021 URM-141479 SF: 657703,872566
      Newspaper search was not receiving results for specific databases. This has been fixed. 

      On the Restricted User Groups (Central Index / Ebsco) page, you can now add restricted users group for Newspaper Search. When performing a Newspaper Search, restricted access is granted when the user is on campus (according to IP) or when the user is signed in and is not part of a restricted group for Newspaper Search.

    • January 2021 URM-141700 SF: 732740, 00862424
      No links were appearing in View It on the record's Full Display page. This has been fixed.
    • January 2021 URM-142193 SF: 904213
      Drop-down filter in Get it does not reflect the description in Alma. This has been fixed.
    • January 2021 URM-142435 SF: 905085
      After December release, the alternate mapping for some Display fields are not working. This has been fixed.
    • January 2021 URM-142853 SF: 696404
      Availability of Library and 'and other locations' not accessible to the screen reader. This has been fixed.

    CDI-Related Updates

    October 21, 2021

    The new CDI Activation Analysis Tool can be used to check a specified CDI record in your results list to see which collection activation in Alma or SFX caused the record to appear in the results and to determine why its full text is flagged for availability or not. For additional information regarding the tool and its usage, see CDI Activation Analysis

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