Quicklinks to Full Text for CDI Records

December 2021 URM-160013
When enabled, this functionality embeds links to PDF/HTML full text for CDI records directly into the brief display to provide a convenient and quick way for users to access full text with a single click. Quicklinks provides links to both free to read content and paywalled content. For more details, see Quicklinks in Primo and Primo VE.

Get It - Custom Order of Locations

December 2021 URM-141446
Previously, the locations in Get It were sorted either by alphabetic order or by best location. For more details, see Configuring the Order of Locations in Primo Search Results. With this enhancement, you can now create a default sort order for all views and override it with custom ordering per view. 

In addition, the availability statement will now display the name of the preferred location. 

Option to Hide Offensive Subject Terms to Support Diversity, Equity, and Inclusion (DEI)

December 2021 URM-151877
This functionality allows you to create a list of inappropriate or offensive words and phrases (in any language) that should be hidden in Subject fields that appear in the full display, brief results, and facets. When configured, the excluded words/phrases are not case-sensitive and must match the contents of the Subject field exactly.

For example, if the word nutrition is excluded, Subjects containing only the word nutrition are not displayed, while Subjects that contain the word nutrition as part of a phrase (such as nutrition periodicals) will continue to be displayed.

Support Configuration of Additional Personal Details in My Library Card

December 2021 URM-149599 URM-140342 URM-140340
You can now configure and display the following additional details in My Library Card > Personal Details:

• Display and Add cc Email Addresses – Alma has the ability to send emails to multiple recipients simultaneously, for example emails addressed to under-aged patrons can also be sent to their legal guardians (see Managing User Contact Information in Alma). With this enhancement, Primo VE users can now view and add cc email addresses to My Library Card > Personal Details. These email addresses will display below the user's preferred email address.

  If there are more than five email addresses, users will see the Show All option to allow them to display all the additional emails.

  
  Personal Details Tab in My Library Card (Edit Mode)

• Display additional account information, and disable display of account expiration date – In Alma, patron details (such as contact and account information) are stored for each user. With this enhancement, you will now have the option to enable/disable the display of the following details in My Library Card > Personal Details:

  • User identifiers – If enabled for display, the user's identifiers (such as social media, institution, and barcode) display on the Personal Details page. If there are more than five identifiers, users can select the Show All option to see all identifiers.

  • User roles – If enabled for display, the user's roles (such as Patron or User Administrator) display on the Personal Details page. You now have the ability to disable the display of this information in My Library Card. For each user role, the following information displays: scope of the role and expiration date (if defined). If there are more than five roles, users can select the Show All option to see all roles.

  • Account expiration date – Previously, the expiration date of the user's account displayed by default just below the Personal Details heading on the Personal Details page. You now have the ability to disable the display of this information on the Personal Details page.

  

  Additional Details in Personal Details

Primo VE to Primo VE - Include Delivery from Remote Institution

December 2021 URM-112837
When searching remote institutions, users will now see the availability information at the remote institution and will also receive delivery options if they are signed-in and have permissions at that remote institution. To support this functionality, the remote availability information is displayed in the Get It from Other Institutions section, which may appear under the Get It or How to Get It sections on the record's Full Display page depending on the availability of the record in the local institution.

Users can select the availability link to list the locations that contain the item at the remote institution. When signed-in, users will see delivery options based on the configuration of your Alma fulfillment network.

Show Journal Coverage Dates in Brief Results and Journal Search (NERS #6718)

November 2021 URM-137136
For electronic journals managed in Alma, you now have the option to display a coverage summary by year in its availability statement in the results on the Library Search and Journal Search pages, reducing the need to view the journal's full display to get coverage information. The coverage summary will include a maximum of three date ranges. If there are more than three, the summary will include the more label.

Collection Discovery - Searches Across All Collections

November 2021 URM-137014
The following improvements have been made to collection discovery in Primo VE:

• Previously, users could search for items within a specific collection or sub-collection only and find items only in that collection or sub-collection. With this enhancement, a search box has been added to the Collections Lobby to allow users to search for items in all collections and their sub-collections in the Collections Lobby.

  

  Search Box in Collections Lobby

  The following example returns items from all collections and their sub-collections.

  

  Search Results in Collections Lobby

• After performing a search from a specific collection or sub-collection, users can now expand the search to all collections in the Collections Lobby by selecting the Try searching in all collections option, which opens the Collections Lobby page and performs the same search in all collections and their sub-collections.

  

  Expand Search to All Collections Option

View It - Show All Results

November 2021 URM-102388
Previously, electronic resources could display a maximum of 25 services in View It. Now you can configure View to display all services. When this functionality is enabled, View It will display 10 services at a time. To view the services, users can either display a specific page by selecting the page number, move to the first (<<) or last page (>>), or move to the previous (<) or next (>) page:

Support Proxy Users in Primo VE

November 2021 URM-149078
A new type of proxy user is introduced, that functions as an extension for the sponsor user: Fulfillment proxies have a proxy account (separate from their personal account, if one exists), with which is used to log on to Primo VE, place hold and resource sharing requests on behalf of their sponsor user, follow up on these requests, be notified when the items reach the hold shelf, and check out items on behalf of the sponsor user. Both the fulfillment proxy and sponsor can view the proxy's requests in My Library Card.

Exclude eBooks from CDI Results (NERS #6702)

November 2021 URM-153520
We have added a configuration option to exclude eBooks from your CDI results. This option is useful if you prefer to use your own eBook catalog records (in your Primo local index) instead of the eBook records from CDI. If you use this option, all eBook records will be filtered from the CDI results and users will see only your eBook catalog records in blended searches. Chapter-level records are not affected and will still be returned as part of the CDI results.

Improved Linking Accuracy - Support More Provider IDs for Links Generated via Link Resolver

November 2021 URM-154250
If available, the Alma/SFX link resolvers use provider-specific document IDs instead of metadata to link to full text on the provider's platform to increase the accuracy of links. These provider IDs are part of the OpenURLs sent from CDI to the link resolver. With this release, the following Provider IDs are now supported:

• rft_acsr_id=control/acsr_id
• rft_airiti_id=control/airiti_id
• rft_britnica_id=control/britnica_id
• rft_cairnenc_id=control/cairnenc_id
• rft_cass_id=control/cass_id
• rft_ceeol_id=control/ceeol_id
• rft_ch_id=control/ch_id
• rft_cqvip_id=control/cqvip_id
• rft_credo_id=control/credo_id
• rft_earticl_id=control/earticl_id
• rft_equinx_id=control/equinx_id
• rft_eric_id=control/ericid
• rft_ieee_id=control/ieee_id
• rft_ihp_id=control/ihp_id
• rft_informt_id=control/informt_id
• rft_jstor_id=control/jstor_id
• rft_kiss_id=control/kiss_id
• rft_kluwer_id=control/kluwer_id
• rft_lexislw_id=control/lexislw_id
• rft_nber_id=control/nber_id
• rft_netadv_id=control/netadv_id
• rft_oup_id=control/oup_id
• rft_popups_id=control/popups_id
• rft_sage_id=control/sage_id
• rft_sabinet_id=control/sabinet_id
• rft_scielo_id=control/scielo_id
• rft_scqprss_id=control/scqprss_id
• rft_wanfj_id=control/wanfj_id
• rft_wti_id=control/wti_id

Ongoing Analytics Improvements (November)

November 2021 PRM-43450
As part of our continuous effort to improve our data tracking and reporting in Analytics, the following action has been added to the Action Usage subject area to support features added in previous releases:

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:

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.

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:

Ongoing Analytics Improvements (October)

October 2021 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:

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.

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.

Links to PDFs in Unpaywall

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.

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.

Improved Link to Resource Visibility in Search Webhooks

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.

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:

  

  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:

  

  Discovery Configuration Menu in Alma - Limited Operator

Add Copyright Statement to Request Forms

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.

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.

  

  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.

  

  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

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.

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.

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.

  

  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: 

    
    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:

    

    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:

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.

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:

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).

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.

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.

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:

  

  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.

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.

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:

  

  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
  Library Search	Title Format (before search): main.title Title Format (after search): main.title – <search term> Title Format (after selecting record): {{recordTitle}} - {{institutionName}} Header/Footer Tiles code table –  main.title: Ex Libris Discovery
  My Favorites > Saved Records	Title Format: main.title - nui.favorites.header - nui.favorites.records.tabheader Title Format (after selecting record): {{recordTitle}} - {{institutionName}} Header/Footer Tiles code table –  main.title: Ex Libris Discovery Favorites Labels code table –  nui.favorites.header: My Favorites nui.favorites.records.tabheader: Saved records
  My Favorites > Search History	Title Format: main.title - nui.favorites.header - nui.favorites.records.tabheader Header/Footer Tiles code table –  main.title: Ex Libris Discovery Favorites Labels code table – nui.favorites.header: My Favorites nui.favorites.history.tabheader: Search history
  My Favorites > Saved Searches	Title Format: main.title - nui.favorites.header - nui.favorites.records.tabheader Header/Footer Tiles code table –  main.title: Ex Libris Discovery Favorites Labels code table – nui.favorites.header: My Favorites nui.favorites.search.tabheader: Saved 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.journalsearch: Journal 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: Ex Libris Discovery 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: Ex Libris Discovery 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: Ex Libris Discovery 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: Ex Libris Discovery 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: Ex Libris Discovery 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: Ex Libris Discovery User Space Menu code table – menu.myaccount.my_library_card: My Library Card Library Card Labels code table – nui.details.header: Personal details

Related Link for Series Added Fields 80X-83X

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: 

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.

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.

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.

Include Incoming URL to Alma Link Resolver in Display CTO

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:

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.

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

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:

  

  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:

  

  Book Chapter Request in My Library Card

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.

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.

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:

  

  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.

Support Translation of Link in Record Label for CDI

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:

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:

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.

Exclude Creator Facet from Creator Links in Details

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.

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.

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.

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.

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.

Support Main Menu Links per Language 

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.

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.

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.

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.

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.