Primo VE 2023 Release Notes
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Additional Information:
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Click here to view the CDI-related updates at the bottom of this page.
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Click here to view the monthly release and maintenance schedules.
Download the PDF for the Release Notes.
Download the PDF for the Release Notes.
May Sneak Preview
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Add a new Operator “Equals exact phrase” to support the exact and only for Title, Creator and Subject fields (NERS)
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Improving user’s session timeout experience – Add new settings for users’ notification upon session timeout and option for users to extend future’s sessions automatically (NERS)
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Adding the ability to custom the OTB Resource Types rules and conditions (NERS)
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Linked Data (Author Info Card) – enrich the Full Record Display with Info Cards about the creators powered by WIKIDATA
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Introduce new Resource Types filters under the Search Bar – enables users to narrow their search results easily by main resource type
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My Library Card Improvement – enables users to view their fines filtered by Fine Status ( Active/Transferred/Closed)
Download the PDF for the Release Notes.
Download the PDF for the Release Notes.
Download the PDF for the Release Notes.
August Sneak Preview
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Linked Data: Person Information Card – Display related persons information card based on linked data.
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Display item policy in Get It.
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FRBR group – Highlight the preferred record on the top of list of versions.
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Enhance DEDUP and FRBR definitions to include keys based on local fields.
Download the PDF for the Release Notes.
Features
Support Customization of Resource Type Mapping (NERS #7790)
May 2023 URM-182813
This enhancement enables you to customize the mapping of system resource types in Primo VE. Previously, Primo VE allowed you to create local resource types only. Precedence is given to MARC field/subfield and DC tag mapping conditions in the following order:
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Local resource types – Note that this is existing functionality.
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Customized system resource types – With this new option, you can add mapping conditions to system resource types and also reassign mapping conditions from a system resource type to another system resource type. With the next release, you will be given an option to replace a resource type's conditions completely and to change the order of the mapping rules.
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Out-of-the box system resource types – For mapping details, see Mapping to the Display, Facets, and Search Sections in the Primo VE Record.
For example, if you want to reassign some of the mapping conditions from the Books resource type to the Other resource type and the Special local resource type, you must perform the following:
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Add the conditions that you want to map to the Other resource type.
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Create the Special local resource type and include the conditions that you want to map to it.
As a result, Primo VE uses the mapping conditions shown in the Used Conditions column:
Type of Mapping | Resource Type | Mapping Conditions | Used Conditions |
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Local resource type mappings |
Special |
Add mapping condition Leader(06-07) = am:
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Leader(06-07) = am |
Customized system mappings |
Other |
Add mapping condition Leader(06-07) = ac or ad:
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Leader(06-07) = ac or ad Because the Replace existing rules option is not selected, this condition is added to the following out-of-the-box mapping conditions for the Other resource type: ((Leader(06-07) = ab OR as) AND 008(26) = d|w) OR (Leader(06) = m AND 008(26) <> d|e|h|j)
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System (Out-of-the-box mappings) |
Books |
(Leader(06-07) = ac or ad or am) OR (Leader(06-07)= ai|as AND 008(21)=m) |
(Leader(06-07)= ai|as AND 008(21)=m) |
Since databases and collections are calculated differently, their mappings cannot be customized.
To support this functionality, the following changes were made to the Local Resource Types page (Configuration > Discovery > Display Configuration > Local Resource Types):
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The name of the Local Resource Types page has been changed to Resource types configuration (Configuration > Discovery > Display Configuration > Resource types configuration).
Resource Types Configuration Page -
The name of the Add Local Resource Type option has changed to Add/Edit Resource Type Configuration.
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The name of the Edit Local Resource Types page has changed to Resource types configuration and is used for both local and customized system resource types.
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On the Resource types configuration page, the fields used to configure the local resource types have moved to the new Custom Local Resource Types tab. For more details, see Configuring Local Resource Types.
Custom Local Resource Types Tab
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The System Resource Types tab has been added to the Resource types configuration page. It enables you to customize the mapping conditions of the out-of-the-box system resource types. For more details, see Customizing System Resource Types.
System Resource Types Tab -
The maximum number of local resource types that you can configure has increased from 20 to 50.
Improving the User’s Session Timeout Experience (NERS #7809)
May 2023 URM-173864, URM-184008
The following options have added to the User Authentication page (Configuration > Discovery > Authentication > User Authentication) to enable users to extend their sessions in the UI:
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Enable extending the session – When selected, users will receive the following warning prompt 60 seconds before timeout, and it will enable them to extend their sessions for another session.
Extend Session PromptIf users select Yes, Keep Me Signed In, their sessions are extended without interruption.
If users select No, Sign Me Out, they are signed out, their screens are refreshed, and they are redirected to the configured URL for timeouts.
If users do not respond before timeout, they will receive the following popup message, indicating that their session has timed out:
Session Timed Out -
Enable extending the session to maximum – When selected, users will receive a warning prompt 60 seconds before timeout (see messages above), and it will enable them to extend their sessions to the maximum period (which is 7 days and is not configurable). During this time period, users' session will continue until they either sign out or close the browser or the maximum session times out. If users do not want to continue their sessions, the following will occur at timeout: users are signed out, their screens are refreshed, and they are redirected to the configured URL for timeouts.
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Enable user setting for extending the session – When selected, this parameter adds the Automatically extend my session option to the My Library Card > Personal Details and Settings tab, which enables users to automatically extend their sessions without being prompted to extend their sessions.
Automatically Extend My Session OptionAfter enabling/disabling the Automatically extend my session option, users must sign out and sign in again to apply the change.
If the session times out while the Automatically extend my session option is disabled, users will receive the following popup message and be prompted to either sign in or dismiss the message:
Personal Settings Reminder
Additional Configuration Options
This functionality is not enabled by default. The following table lists additional configuration options associated with this functionality.
Option | Description |
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User Authentication page (Configuration > Discovery > Authentication > User Authentication) |
The following parameters have been added to support the extension of user sessions:
For more details, see Configuring the Login Links for Primo VE. |
User Tile Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support the display functionality for this enhancement:
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My preferences Tile Labels (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support the display functionality for this enhancement:
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Aria Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support accessibility for this enhancement:
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Discovery Customer Settings mapping table (Configuration > Discovery > Other > Customer Settings) |
As with other options that appear in the My Library Card > Personal Details and Settings tab, the display_user_settings parameter must be set to true to display the Automatically extend my session option. |
Analytics - Extend Session Options
To support this functionality, the following action has been added to the Action Usage subject area:
Group | Subgroup | Action | Description |
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General |
General |
Enable extending the session automatically for the user |
The user enabled the setting to extend the session automatically. |
Disable extending the session automatically for the user |
The user disabled the setting to extend the session automatically. |
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Click on Show more info for extend my session setting |
The user selected (Show more info) to display information about the setting. |
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Extend the session |
The user selected to extend the session. |
Support Exact Phrase Only Searches in Advanced Searches (NERS #6693)
May 2023 URM-109134, URM-108053
Previously, the Is (Exact) Advanced Search option for Author, Title, and Subject field searches returned results that included the exact phrase, but it could also contain other words. For example, an author search for "Williams, John D." may return records with Williams, John D. or Williams, John, d. 1683 in the Author field.
With this enhancement, the name of the Is (Exact) Advanced Search option has been changed to Contains exact phrase. In addition, users can now specify the new Equals exact phrase Advanced Search option that returns results in which the data in the specified Author, Title, or Subject field contains only the exact phrase. For example, an author search for "Williams, John D." returns records that contain only Williams, John D. in the Author field.
The new search option also supports special characters. For example, an exact search for “Erpicum, Sébastien” also returns results with Erpicum, Sebastien, and vice versa. In addition, an exact Title search for “Pet” also returns records with the title The Pet.
Configuration Options
The following table lists the configuration options associated with this functionality.
Option | Description |
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View Configuration (Configuration > Discovery > Display Configuration > Configure Views) |
On the Advanced Search tab, the following changes were made:
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Hypertext Linking Definitions mapping table (Configuration > Discovery > Display Configuration > Hypertext Linking Definitions) |
This table provides the institution-level settings for the hypertext linking definitions, which are used for the links in the Details section of each record's full display. To support the new search operator, the following changes have been made:
For more information, see Configuring Hypertext Link Definitions for Primo VE. |
Search Tile Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support the display functionality for this enhancement:
The following code was modified to rename the is (exact) option:
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Aria Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support accessibility for this enhancement:
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Resource Type Filter Bar
May 2023 URM-162492
You can enable a new resource type filter ribbon that appears under the basic search box to allow users to filter their results by resource type. For each search profile slot, only enabled resources (maximum of 10) appear for basic searches, and their appearance is not dependent on whether the search results contain items matching that resource type. The first six resource types appear in the ribbon, while the remaining four items are selectable from the More drop-down list.
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Due to variances in queries and indexing, results from selecting Facet resource types may differ from selecting the same type with the new Resource Type Filter Bar.
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This filter bar cannot be enabled when either the basic search pre-filter for resource types or indexes is enabled on the Advanced Search tab (Configuration > Discovery > Display Configuration > Configure Views).
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For information regarding the customization of resource type icons, see Customizing SVG Icons.
Analytics - Filter Bar
To support this functionality, the following actions have been added to the Action Usage subject area:
Group | Subgroup | Action | Description |
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Search |
Search |
Clicking on a resource type filter bar - <1-11> |
The user selected All (position 1) or a resource type (position 2-11) in the Resource Type Filter Bar. |
Clicking on More on the filters bar |
The user selected More in the Resource Type Filter Bar. |
Configuration Options
The following table lists the configuration options associated with this functionality.
Option | Description |
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View Configuration (Configuration > Discovery > Display Configuration > Configure Views) |
On the Brief Results tab, the following changes were made:
For more details, see Configuring the Resource Type Filter Bar. |
Results Tile Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support accessibility for this enhancement:
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Aria Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support accessibility for this enhancement:
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Advanced Media Type Labels code table (Configuration > Discovery > Display Configuration > Labels) |
There is no change to this table, but it configures the display label for Primo VE resource types. |
My Library Card - Filter Fines by Type
May 2023 URM-170250
The new Fine Type filter in My Library Card allows users to filter fines based on the following fine types: Active, All, Closed, In Dispute, and Transferred. The filter does not include all possible fine types, only those that are relevant to the user's current fines and fees. Previously, the Fines and Fees page displayed only the active fines and did not allow users to display fines and fees of other types.
The Fines Type filter takes the name of the selected fine type and defaults to Active Fines. If there are only active fines, the Fines Type filter does not appear.
Analytics - Filter Fines
To support this functionality, the following actions have been added to the Action Usage subject area:
Group | Subgroup | Action | Description |
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General |
My Account |
Fines and Fees - Active fines |
The user selected the Active Fines filter in My Library Card > Fines & Fees. |
Fines and Fees - Closed fines |
The user selected the Closed Fines filter in My Library Card > Fines & Fees. |
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Fines and Fees - Transferred fines |
The user selected the Transferred Fines filter in My Library Card > Fines & Fees. |
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Fines and Fees - In dispute fines |
The user selected the In Dispute Fines filter in My Library Card > Fines & Fees. |
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Fines and Fees - All |
The user selected the All filter in My Library Card > Fines & Fees. |
Configuration Options
This functionality does not require configuration to enable it. The following table lists the configuration options associated with this functionality.
Option | Description |
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Library card Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support accessibility for this enhancement:
The following code is used to display the balance that appears under the active fines when users do not have have active fines, but they do have transferred fines that are reported in the total balance:
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Aria Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support accessibility for this enhancement:
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Alma's Fulfillment Customer Parameters mapping table (Configuration > Fulfillment > General > Other Settings) |
When the existing allow_activity_on_transferred_finesfees parameter is set to true, all active Transferred fines and fees are also included in each user's balance in My Library Card. |
Ongoing Accessibility Improvements (May)
May 2023 URM-185348
As part of our continuous effort to comply with Web Content Accessibility Guidelines 2.1 Level AA, we have fixed the following color contrast issues for this release:
Issue ID | Description |
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1110223 |
Pickup location in Request section – The contrast ratio between text and its background was not at least 4.5:1. This has been fixed by adjusting the text and/or background to increase the contrast to at least 4.5 to 1. |
1113855 |
Available in institution in Full Display – The contrast ratio between link or button text and its background was not at least 4.5:1 on hover and/or on focus. This has been fixed by adjusting the color of the hovered or focused link or button text and/or background to increase the contrast to at least 4.5 to 1. |
1114142 |
Error messages in Request and Resource Sharing section – The contrast ratio between text and its background is not at least 4.5:1. This has been fixed by adjusting the text and/or background to increase the contrast to at least 4.5 to 1. |
1123820 |
Links in How to Get It! section – The contrast ratio between link or button text and its background was not at least 4.5:1 on hover and/or on focus. This has been fixed by adjusting the color of the hovered or focused link or button text and/or background to increase the contrast to at least 4.5 to 1. |
1102713 |
Elements did not have sufficient color contrast. This has been fixed by adjusting the color contrast to at least 4.5 to 1. |
1108274 |
Fully adheres to international copyright laws in Resource Sharing section – The contrast ratio between text and its background is not at least 4.5:1. This has been fixed by adjusting the text and/or background to increase the contrast to at least 4.5 to 1. |
1113759 |
Apply Filter button in Tweak you Results section – The contrast ratio between link or button text and its background is not at least 4.5:1 on hover and/or on focus.This has been fixed by adjusting the color of the hovered or focused link or button text and/or background to increase the contrast to at least 4.5 to 1. |
1124195 |
bX image in the Related reading section – All or portions of text over an image do not meet the minimum 4.5:1 contrast requirement. This has been fixed by adjusting the text and/or background to increase the contrast to at least 4.5 to 1. |
1099610 |
Elements did not have sufficient color contrast – This has been fixed by adjusting the color contrast to at least 4.5 to 1. |
Support "Starts With" Option for Call Number Searches - NERS #7986
February 2023 URM-173340
For advanced searches, users can now use the Starts With option to search for holdings call numbers. Previously, this option was enabled only for title searches.
If you are testing this functionality in your Sandbox environment, it is necessary to re-index the records that you are testing. For your Production environment, the semi-annual re-indexing of your records will be completed by February.
Configuration Options
This functionality is disabled by default. The following table lists the configuration options associated with this functionality.
Element | Description |
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Discovery Customer Settings mapping table (Configuration > Discovery > Other > Customer Settings) |
When set to true, the new parameter allow_start_with_for_call_number enables users to search for holdings call numbers that start with a specified value in Advanced Search. The default setting is false, which disables this functionality. |
View Configuration page (Configuration > Discovery > Display Configuration > Configure Views) |
In the Advanced Search Configuration tab, enable the Holding Call Number search index to display this search field in Advanced Search. |
Aria Labels code table (Configuration > Discovery > Display Configuration > Labels) |
When this functionality is enabled, the following code should be customized to include the call number:
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Search Tile Labels code table (Configuration > Discovery > Display Configuration > Labels)
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When this functionality is enabled, the following code should be customized to include the call number:
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UX Improvements - Changing Number of Titles per Page - NERS #7700
February 2023 URM-173252
Previously, users had to scroll to the bottom of the page to set the maximum number of results per page. With this enhancement, users can now set the number of page results by also clicking the expand icon next to the total results count that appears at the top of the page. For signed-in users Primo VE now saves this setting between sessions, and for guests this setting is kept only for the current session.
The following issues are known for this functionality:
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Currently, the new drop-down is not appearing for Database and Journal searches when clicking a category from the category tree. This will be fixed for the March 2023 release.
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In browse search, when opening a FRBR record with several versions, the new drop-down doesn’t appear. This will be fixed for March 2023 release.
Configuration Options
No configuration is necessary to enable this functionality. Refer to the following table for additional configurations associated with this functionality.
Element | Description |
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Results Tile Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support this functionality:
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Aria Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to provide accessibility for this functionality.
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Support Search in My Favorites
February 2023 URM-131525
Signed-in users can now search My Favorites > Saved Records to find items more quickly in long lists. The search is performed on the Title, Author and labels fields.
After performing a search, the search box is replaced with the search term. Users can quickly return to the complete list by selecting X next to the term or perform an action on one or more records that match the search terms.
This is a simple search that treats the search terms as an exact phrase. For example, a search for history world will not find saved records that include history of the world in the Title, Author, or Label fields.
Analytics - Search My Favorites
To support this functionality, the following action has been added to the Action Usage subject area:
Group | Subgroup | Action | Description |
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General |
My Account |
Search in My Saved Records |
The user has performed a search in My Favorites > Saved Record. |
Configuration Options
This functionality is enabled by default. The following table lists additional configuration options associated with the display of this functionality.
Element | Description |
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Favorites Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support the display of this functionality:
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Aria Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support accessibility for this functionality:
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Add Barcode Search - NERS #7859
February 2023 URM-173195
With advanced searches, users can now search by barcode so that users can locate specific physical items on the shelves more easily. To support this type of search, the Barcode Search tab has been added to Advanced Search.
In addition, you can use permalinks to open a pre-populated Bar Code tab using the following format:
<Primo_VE_domain>/discovery/search?vid=MY_VIEW&mode=advanced&searchType=barcode&barcode=<search term>
Users must select Search to return the results.
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In addition to the new Barcode Search tab, the expand/collapse icon has moved to the right side of the pane and appears only when the Search Criteria tab is selected.
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You cannot perform barcode searches in a Union catalog.
Analytics - Barcode Search
To support this functionality, the following action has been added to the Action Usage subject area:
Group | Subgroup | Action | Description |
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Search |
Search |
Barcode search |
The user has performed a barcode search on the Advanced Search page. |
Configuration Options
This functionality is disabled by default for advanced searches. The following table lists the configuration options associated with this functionality.
Element | Description |
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View Configuration (Configuration > Discovery > Display Configuration > Configure Views) |
The Enable Barcode Search field has been added to the General tab to enable this functionality for your view. |
Search Tile Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following codes were added to support the display and translation of labels for this functionality:
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Aria Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following code was added to support accessibility for this functionality:
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UNIMARC Format Support
February 2023 URM-169524
The following changes have been made to improve UNIMARC mapping for display, facets, and search.
For existing records, a re-index is required to support the new mappings. Customers can either wait for the upcoming semi-annual indexing in February, re-save a set of records with this data to trigger indexing, or open a Support ticket to request re-indexing.
PNX Section | PNX Field | Old Mapping | New Mapping |
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Display |
Creator |
The following entries include the output delimiters/characters between subfields: 700 #1 $$a, $$b <$$c> $$d <$$f> Example: The following UNIMARC entry in Alma: 700 #1 $$a Corti $$b Laura $$c testc $$d testd $$f testf Returns the following output for the Creator in Primo VE: Corti, Laura <testc> testd <testf> |
The following entries include the output delimiters/characters between subfields: 700 #1 $$a, $$b <$$c> $$d <$$f> Example: The following UNIMARC entry in Alma: 700 #1 $$a Corti $$b Laura $$c testc $$d testd $$f testf Returns the following output for the Creator in Primo VE: Corti, Laura <testc> testd <testf> |
Dissertation |
328 a |
328 a |
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Genre |
600 j |
600 j |
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Publisher |
328 a-z If you want to omit publication notes (which are taken from the MARC 207 field), customize the Publisher display field and replace the following highlighted text in the out-of-the-box normalization rules with the "N/A" string. rule "Primo VE - publisher notes 207" |
210 a,c If you want to omit publication notes (which are taken from the MARC 207 field), customize the Publisher display field and replace the following highlighted text in the out-of-the-box normalization rules with the "N/A" string. rule "Primo VE - publisher notes 207" |
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Search |
Title |
200 a,c,e,h,i |
200 a,c,e,h,i |
Series |
225 a,e,i,v |
225 a,e,i,v |
|
Additional Title |
510 a,e |
412 a,e,t |
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Alternate Title |
500 a,h-n,q-s |
412 a,e,t |
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Creator |
700 a,b,c |
700 a,b,c,d |
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Contributor |
702 a,b,c,f |
702 a,b,c,d |
|
Genre |
600 j |
600 j |
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General |
210 c |
210 c,r,s |
|
Facets |
Creator & Contributor |
700 (ind2=1) a,b,c,d,f |
700 (ind2=1) a,b,c,d,f |
Genre |
600 j |
600 j |
For more information regarding mapping, see Mapping to the Display, Facets, and Search Sections in the Primo VE Record.
Support Country Field in My Library Card
February 2023 URM-181215
Users are now able to view and modify their country code in My Library Card > Personal Details.
Configuration Options
This functionality is configured by default. The following table lists related configuration options.
Element | Description |
---|---|
Alma's CountryCodes code table (Configuration > General > General Configuration > Country Names) |
This table enables you to configure the supported country codes. |
Personal Settings Labels code table (Configuration > Discovery > Display Configuration > Labels) |
The following code allows you customize and translate the display label for this field in My Library Card:
|
Additional Enhancements
- June 2023 URM-188998
Additional Configuration Options for Customizing Resource Types – Previously, you could add or override conditions for system resource types on the System Resource Types tab (Configuration > Discovery > Display Configuration > Resource types configuration). With this enhancement, you can specify whether the custom definition for a system resource type completely replaces the out-of-the-box configuration of the system resource type (not just specific conditions). For more details, see Customizing System Resource Types.Replace all Conditions for System Resource TypeIn addition, you can now drag and drop configuration definitions on the Resource Types Configuration page (Configuration > Discovery > Display Configuration > Resource types configuration) to give priority to definitions that have the same mapping conditions.
Prioritize Resource Type Definitions - June 2023 URM-189575
Ongoing Accessibility Improvements (June) – As part of our continuous effort to comply with Web Content Accessibility Guidelines 2.1 Level AA, we have fixed several issues regarding missing or incorrect alternative text for various elements in the UI.
- May 2023 URM-186799 PRM-47317 SF: 06733268
Page Number Realignment in Journal and DB Search Results – For mobile devices, the page number for Journal and Database search results now displays next to the record count instead of below it. - May 2023 URM-178233 SF: 06396746, 06427160, 06458573, 06486037, 06577004
Filter by Availability for Newspaper Search – This enhancement enables you to configure whether Newspaper Search can return articles that are not available to the institution. To support this functionality, the Newspapers Search Filter By Availability field has been added to the General tab on the View Configuration page (Configuration > Discovery > Display Configuration > Configure Views). For more details, see Configuring Discovery Views for Primo VE. - May 2023 URM-188781
Support Translation of Navigation Links in Virtual Browse – The following codes have been added to the GetIT! Tab1 Labels code table to translate the mouse over labels for the Previous and Next icons in the Virtual Browse section of the record's full display:Code Description brief.results.tabs.browseshelf.previous
Previous
brief.results.tabs.browseshelf.next
Next
The follow example shows the mouse over label for the Previous icon:
Mouse Over Label for Previous Icon - May 2023 URM-169203 SF: 06293589, 06360357, 06584375
Improve the Usability of Resource Recommender Administrative or Management Pages – The following enhancements have been added to Resource Recommender configuration to improve usability and performance:-
On the Resource Configuration page for each type of resource, pagination is now used to limit the number of recommendations to 20, 50, or 100 per page so that it is not necessary to load all recommendations before performing any action on the page (such as changing the language or searching for a specific recommendation).
Pagination in Resource RecommenderThe paging functionality includes the following elements:
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Number of recommendations – Displays the numbers of the currently listed recommendations and the total number of recommendations.
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Pagination bar – This bar displays only when there are more than 20 recommendations, and it enables users to navigate between pages of recommendations.
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Results per page – This slider bar displays only when there are more than 20 recommendations, and it enables users to set whether a page displays a maximum of 20, 50, or 100 recommendations. This setting is saved between sessions for each recommendation type.
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Imports that include more than 500 recommendations will now run in the background. When complete, an email is sent to the user. In addition, you can check the progress of the new Resource Recommender Import job on Alma's Monitor Jobs page in the Running or History tabs (Admin > Manage Jobs and Sets > Monitor Jobs).
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- May 2023 URM-100132
Retrieve Analytics Report – This enhancement allows you to use an API to return a Primo VE Analytics report in XML. For more details, see Analytics in the Ex Libris Developer Network.
- April 2023 URM-187236
Support Series Search with ISSN – The normalization rules were updated to enable Series search by ISSN (using subfield x):- 440 a,n,p,v,x
- 490 a,v,x
For existing records, a re-index is required to support the new mappings. Customers can either wait for the semi-annual indexing in August, re-save a set of records with this data to trigger indexing, or open a Support ticket to request re-indexing.
- April 2023 PRM-46209
Change Behavior of Signed in Measurement for Analytics – Previously, the Signed In measurement in the Device Usage subject area in Analytics counted the number of times an action was taken from a signed-in user in a specific device type. With this enhancement, this measurement now counts the number of signed-in users from all sessions that were opened for a specific device type.
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February 2023 URM-174757
Separate Form Description for Booking Requests – With this enhancement, you can now display different descriptions for the Requests and Booking Requests forms.Separate Form Description for Booking RequestsThe following code has been added to the Request Labels code table (Configuration > Discovery > Display Configuration > Labels) to provide a separate description for booking requests:
Code Description almaBookingRequest.formDescription Form Description As with the other forms, you can include HTML formatting in the Description as long as you prefix the label with {include_HTML}. For more details, see Adding a Description to a Form.
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February 2023 URM-168980
Align Local Website Resource Type with CDI – To align with CDI, local resources of type Web Site now appear as type Web Resource, which CDI uses to categorize this type of content. The following changes were made to the code tables to support this functionality:Code Table Description Advanced Media Type Labels (Configuration > Discovery > Display Configuration > Labels)
The code search-advanced.mediaType.option.web_resources (Web Resources) is now used instead of the code search-advanced.mediaType.option.websites (Websites). Basic Search Pre-Filters Labels (Configuration > Discovery > Display Configuration > Labels)
The code search-simple.mediaType.option.web_resources (Web Resources) is now used instead of the code search-simple.mediaType.option.websites (Web Sites).
Facet Resource Type Labels (Configuration > Discovery > Display Configuration > Labels)
The code facets.facet.facet_rtype.web_resources (Web Resources) is now used instead of the code facets.facet.facet_rtype.website (Web Sites).
Icon Codes Labels (Configuration > Discovery > Display Configuration > Labels)
The code mediatype.web_resource (Web Resources) is now used instead of the code mediatype.website (Website).
For additional information regarding resource types, see Mapping to the Display, Facets, and Search Sections in the Primo VE Record.
- February 2023 URM-145102
Increase Maximum Number of Conditions for Local Resource Types – This enhancement enables you to define a maximum of five conditions per local resource type instead of four conditions. For more details, see Configuring Local Resource Types for Primo VE. - February 2023 PRM-45656
Remove Google Bot Statistics from Analytics – Previously, if Google bots attempted to render Primo VE’s full record pages, these attempts were recorded in Primo VE Analytics. With this fix, we added a filter to the UI layer to filter beacon calls that are recognized as Google bots, preventing these actions from being recorded in Primo VE Analytics. - February 2023 URM-172802
Collection Discovery Optimization – With this enhancement, users can now view a Collection’s items sooner while its thumbnails are loading separately. This is similar to the experience currently seen in the brief results. - February 2023 URM-181601
UX Improvements - Reduce Slide-In Animation while scrolling the Brief Results - NERS #7700 – Previously, users experienced slight alignment issues while scrolling through items that had not fully loaded in the brief results. This has been fixed.
- January 2023 (Added March 1, 2023) URM-168434
Deboost Records Retrieved with TOC Titles – The MARC field 505$t is now included in the title index to allow customers to deboost TOC titles from the records' main titles.This functionality is immediately supported for new and modified records. For unchanged records, this functionality is not supported until the records are indexed after the next semi-annual indexing, which is planned for August. If you need this functionality sooner, either open a Support ticket for assistance or create a set of records that include the MARC field 505$t and then re-index that set with the Recalculate Local Resource Types job.
- January 2023 (Added January 17, 2023) URM-157208
CNMARC Mapping Improvements – The following changes have been made to improve CNMARC mapping for display, facets, and search.For existing records, a re-index is required to support the new mappings. Customers can either wait for the upcoming semi-annual indexing in February, re-save a set of records with this data to trigger indexing, or open a Support ticket to request re-indexing.
PNX Section PNX Field Old Mapping New Mapping Display
Creator
200 f,g
200 f
700 a-d,f,4
701 a-d,f,4
710 a-h,4
711 a-h,4
720 a,f,4
721 a,f,4Contributor
702 a, b, c, d, f, g, p, 4
712 a, b, c, d, f, g, p, 4
722 a, b, c, d, f, g, p, 4200 g
702 a-d, f, 4
712 a-h, 4
722 a,f, 4Title
200 a, c, d, e, h, i
200 a, c, e, h, i,d
Search
Additional Title
501 a,e,9
503 a,b,i,9
510 a,e,h,i,j,9
512 a,e,9
513 a,e,h,i,9
514 a,e,9
515 a,9
516 a,e,9
517 a,e,9
518 a,9
520 a,e,h,i,9
530 a,b,j,v,9
531 a,b,9
532 a,9
540 a,9
541 a,e,h,i,9
545 a,9
605 a,h,i
4XX a,t225 a,e,h,i,9,A
520 a,e,h,i,9, A
530 a,b,j,v,9,A
531 a,b,9,A
532 a,9,A
540 a,9,A,
541 a,e,h,i,9,A
545 a,9,A
605 a,h,i
4XX a,tAlternative Title
510 a,e,h,i,j,9
512 a,e,9
516 a,e,9
518 a,9
530 a,b,j,v,9
531 a,b,9
532 a,9500 a,b,h,i,9,A
501 a,e,9,A
503 a,b,i,9,A
510 a,e,h,i,j,9,A
512 a,e,9,A
513 a,e,h,i,9,A
514 a,e,9,A
515 a,9,A
516 a,e,9,A
517 a,e,A9
518 a,9,ACreator & Contributor
700 a-d,f,p,9
701 a-d,f,p,9
710 a-h,p,9
711 a-h,p,9
720 a,f
721 a,f,9
702 a-d,f,g,9
712 a-h,p,9
722 a,f,9700 a-d,f,p,9,A
701 a-d,f,p,9,A
702 a-d,f,g,9,A
710 a-h,p,9,A
711 a-h,p,9,A
7120# a-h,p,9,A
720 a,f,A
721 a,f,9,A
7220# a,f,9,ASubject
600 a-d,f,g,j,p,t,x-z
601 a-h,j,t,x-z
602 a,f,j,t,x-z
604 a,j,t,x-z
605 a,h-n,q-s,u,w,x-z
606 a,j,x-z
608 a,j,x-z
610 a600 a-d,f,g,j,p,t,x-z,9,A
601 a-h,j,t,x-z,9,A
602 a,f,j,t,x-z,9,A
604 a,j,t,x-z,9,A
605 a,h-n,q-s,u,w,x-z,9,A
606 a,j,x-z,9,A
607 a,j,x-z,9,A
608 a,j,x-z,9,A
610 a,9,ATitle
200 a,c,d,e,h,i,9,A 500 a,b,h,i,9
200 a,c,d,e,h,i,9,A
Facets
Creator & Contributor
200 f,g
702 a,b,c,d,f,g,p
712 a,b,c,d,f,g,p
722 a,b,c,d,f,g,p700 a,f
701 a,f
702 a,f
710 a,f
711 a,f
712 a,f
720 a,f
721 a,f
722 a,fTopic
600 a-d,f,g,j,p,t,x-z
601 a-h,j,t,x-z
602 a,f,j,t,x-z
604 a,j,t,x-z
605 a,h-n,q-s,u,w,x-z
606 a,j,x-z
608 a,j,x-z
616 a,f,c,j,x-z
617 a-e,k,m-o
610 a600 a-d,f,g,j,p,t,x-z
601 a-h,j,t,x-z
602 a,f,j,t,x-z
604 a,j,t,x-z
605 a,h-n,q-s,u,w,x-z
606 a,j,x-z
607 a,j,x-z
608 a,j,x-z
616 a,f,c,j,x-z
617 a-e,k,m-o
610 aDate of Publication
100 a positions 09-12
210 d
201 h
207 a100 a positions 09-12
210 d,hPublisher
Facet and rule did not exist.
210 c
Chinese Library Classification
Facet and rule did not exist.
690 a
Resource Type
Journal
Leader(06-07) = as AND 110a pos 0 = a
Leader(06-07) = as OR 110a pos 0 = a
For more information regarding mapping, see Mapping to the Display, Facets, and Search Sections in the Primo VE Record.
- January 2023 URM-179583
Sort Services under the Share Action – This enhancement allows you to sort the supported social media services that are listed under the Share export action. To support this change, up/down arrows were added to the Share configuration on the Brief Record Display tab of the View Configuration page (Configuration > Discovery > Display Configuration > Configure Views):Share Action Configuration - New Sort Option
Resolved Issues
- June 2023 PRM-43754 SF: 6687692
After switching to Advanced Search, the simple search box appeared briefly. This has been fixed. - June 2023 PRM-45904 SF: 5306913, 6310454, 6353007, 6483345, 6649540, 6658224, 6673254
For mobile devices, the Locate button disappeared from 'Location items' in the Get It section of the record's full display. This has been fixed. - June 2023 PRM-46970 SF: 6538220
Added the nui.searchField.searchField aria label for regular Search box. This has been fixed. - June 2023 PRM-46997 SF: 6540900
Added aria labels for My Loans and My Requests menu items. This has been fixed. - June 2023 URM-151775 SF: 5318121, 6267937, 6404690, 6490570
Facets did not appear after performing hyperlinks searches in Primo VE. This has been fixed. - June 2023 URM-159491 SF: 5325090, 6230689, 6660882
Unable to translate linktorsrc title. This has been fixed. - June 2023 URM-164649 SF: 6548942, 5298959, 5308857
Configuration to hide Due Date in Loans was ignored. This has been fixed. - June 2023 URM-165732 SF: 6053351, 6401387, 6430497, 6435848
The Publish records to Google - sitemap - job report had zeroes after sitemap was created. This has been fixed. - June 2023 URM-167144 SF: 6242045, 6702357
In some cases, the "Pickup Institution" selection locked. This has been fixed. - June 2023 URM-168000 SF: 6282160
Restricted Search Group for collections was not working as expected. This has been fixed. - June 2023 URM-170120 SF: 5307015
The Chapters of this book link was only visible after reload. This has been fixed. - June 2023 URM-173959 SF: 6262117, 6630087
Local facet did not appear in blended scope. This has been fixed. - June 2023 URM-178229 SF: 6380217
When the Item data field 'Year' was configured to display in Brief Item Display and Full Item Display in Get It did not appear in some cases. This has been fixed. - June 2023 URM-180528 SF: 6517330
Silent Login in Primo Union View did not work between views. This has been fixed. - June 2023 URM-181486 SF: 6509029, 6535813
Clicking the Available Online status in full view directed to Get It instead of View It. This has been fixed. - June 2023 URM-182177 SF: 6533358
Longer Chinese search combined with capital English did not return results. This has been fixed. - June 2023 URM-184108 SF: 6588637
Unable to delete duplicate DB category. This has been fixed. - June 2023 URM-185282 SF: 6616955
When expanding the item list, the year filter was ignored. This has been fixed. - June 2023 URM-186648 SF: 6632812
The request form was not reset and displayed error messages (in red). This has been fixed. - June 2023 URM-187298 SF: 6611786, 6635757, 6648287
When saved records without a label were deleted, the labels link displayed 0 results. This has been fixed. - June 2023 URM-187331 SF: 6623713
The ISBN ID in the thumbnail request URL was fixed, and the thumbnail is now displayed correctly. This has been fixed. - June 2023 URM-187445 SF: 6633962
For Discovery imports of multiple source files with exactly 50 records or multipliers did not split all records. This has been fixed. - June 2023 URM-190002 SF: 6682716
Some labels and records added to Saved Records in My Favorites temporarily disappear from the Labels section when selected. This has been fixed. - June 2023 URM-190577 SF: 6683389
Found misspelling in All Journals. This has been fixed. - June 2023 URM-190690 SF: 6696442
Quotation marks in emails ruined the message in Hebrew. This has been fixed. - June 2023 URM-190994 SF: 6293336
The multilingual term to be displayed in 2 UI languages displayed additional comma. This has been fixed.
- May 2023 PRM-46501 SF: 6287334
The aria-label was missing for the Add this item button. This has been fixed. - May 2023 PRM-46502 SF: 6287354
The aria-label was missing for the display check boxes button. This has been fixed. - May 2023 PRM-46511 SF: 6293256
During Citation exports, addata/title field was not present for content type patent, audio. This has been fixed. - May 2023 PRM-46971 SF: 6538249
External links had role=link instead role=button. This has been fixed. - May 2023 PRM-46973 SF: 6538263
Exclude filter button/indication should be 'del' instead of 'strong'. This has been fixed. - May 2023 URM-168035 SF: 6247313, 6569462
External Alma-P records appeared as available online instead of Available in library. This has been fixed. - May 2023 URM-170156 SF: 6288870
The View management role could not see and edit labels. This has been fixed. - May 2023 URM-171388 SF: 6351400
The normalization of local facet values was not disabled. This has been fixed. - May 2023 URM-172630 SF: 6330518, 6614468
View it showed the label code instead of the description. This has been fixed. - May 2023 URM-172746 SF: 6348399, 6373989
The same records with the same MMS ID appeared in the Virtual Browse section of the record's full display. This has been fixed. - May 2023 URM-178407 SF: 6456214
Repeated and duplicated saved search email for the same alert. This has been fixed. - May 2023 URM-178849 SF: 6428437
The last collection item was missing in full display. This has been fixed. - May 2023 URM-179794 SF: 6439205
Google Books thumbnails were not displayed when regular expressions were used. This has been fixed. - May 2023 URM-182519 SF: 6534943
Digital representation thumbnails were not displayed. This has been fixed. - May 2023 URM-186526 SF: 6568889
Primo VE failed to properly build a citation from an OpenURL that included a ")" character. This has been fixed. - May 2023 URM-186599 SF: 6597295
Not all links to resource displayed in Full Display or permalink of Search Webhook record. This has been fixed. - May 2023 URM-186665 SF: 6618232
New Search Profile Slots were not returning results and displayed endless diamonds. This has been fixed. - May 2023 URM-186938 SF: 6635757
When all My Favorites records were deleted, the record count was not zero. This has been fixed. - May 2023 URM-188819 SF: 6666047
Full display links did not work with a Webhook. This has been fixed. - May 2023 URM-189046 SF: 6670595
The Springer Holdings File job failed. This has been fixed. - May 2023 URM-189757 SF: 6678087
Additional dash in the page header in Hebrew. This has been fixed. - May 2023 URM-189837 SF: 6679847
Search results of Search Inside functionality returned the wrong language of UI. This has been fixed.
- April 2023 PRM-44218 SF: 05310150, 05312023, 05333353, 06562265, 06635994
In some cases, there were display issues with icons in emails returned from the export to Email action. This has been fixed. - April 2023 URM-187236 SF: 06352425, 06656629
See Support Series Search with ISSN. - April 2023 PRM-46209 SF: 06237198
See Change Behavior of Signed in Measurement for Analytics. - April 2023 URM-188908 SF: 06648660
For searches in My Favorites, the X button did not not delete the search term and overlapped with the Search icon for RTL languages. This has been fixed. - April 2023 URM-184043 SF: 6387111
In some cases, there was an Issue with MARC 21 Resource Type mapping for Audio resources. This has been fixed. - April 2023 URM-183455 SF: 6587958, 6596007
Dedup of Alma-P and external record had missing Get It Other or endless How to get it. This has been fixed. - April 2023 URM-183148 SF: 6558701, 6558710, 6559233, 6620758, 6656576, 6665869, 6668218, 6676596
In some cases, reading lists with items that were physically available took too long to load. This has been fixed. - April 2023 URM-180537 SF: 6545404, 6501714, 6535721, 6595428
The Services Page was not populating the GES fields correctly from incoming OpenURL requests. This has been fixed. - April 2023 URM-178681 SF: 6474743
The translation of facet values for local field 62 did not work. This has been fixed. - April 2023 URM-174149 SF: 6266888, 6431923
The Custom Libraries Order table did not displays all values when they were split over several pages. This has been fixed. - April 2023 URM-168241 SF: 6285033
The Export to Mendeley action failed due to 008 '19uu' (07-10). This has been fixed. - April 2023 URM-160839 SF: 5324203, 6534964
The Title and Author values were not populated in the Digitization Request form. This has been fixed.
- March 2023 PRM-46515 SF: 05309576 (Added March 17, 2023)
The Active tab was not reported to Primo VE Analytics in the Facet Usage subject area. This has been fixed - March 2023 PRM-46973 SF: 05318883, 06276425, 06530287 (Added March 16, 2023)
For CJK languages, Primo VE was unable to recognize whether one character was equivalent to another character when special characters were indexed. To resolve this issue, the following Unicode characters are now normalized as follows:
- U+6236 -> U+6238
- U+6237 -> U+6238
- U+4E9A -> U+4E9C
- U+4E9E -> U+4E9C - March 2023 PRM-46973 SF: 06538263
For accessibility, the format of the Exclude filter button/indication is now 'del' instead of 'strong' to distinguish it from the Include filter button/indication. - March 2023 PRM-46971 SF: 06538249
For accessibility, external links now have role=link instead role=button. - March 2023 PRM-46809 SF: 06435720
JAWS users were unable to display the record's terms of use after selecting the Terms of Use button in View Online. This has been fixed. - March 2023 PRM-46808 SF: 06435717
JAWS users did not receive an announcement after selecting the Show License button in View Online to indicate that content had been displayed. This has been fixed. - March 2023 PRM-46518 SF: 06057706
On the Advanced Search page, the Clear and Simple Search buttons did not have aria labels to support accessibility. This has been fixed. - March 2023 PRM-46430 SF: 06218667
Users were unable to use the keyboard's arrows to navigate the fields on the Request Form, and the screen reader did not announce all the locations in the Locations drop-down field. This has been fixed. - March 2023 URM-135048 SF: 5310115, 5319695
The FRBR group resource type did not match the preferred record. This has been fixed. - March 2023 URM-135924 SF: 5317778, 5332042, 5332185
Could not set the default language for voice search. This has been fixed. - March 2023 URM-142895 SF: 5314073, 5332150
Saved search email was not received according to preferred language. This has been fixed. - March 2023 URM-149882 SF: 5326859, 5333316
When using Mendeley export, only the first subject was sent and repeated occurrences were omitted. This has been fixed. - March 2023 URM-161540 SF: 6539347, 5312658, 6529124
Times cited links were not proxied in Primo VE. This has been fixed. - March 2023 URM-161675 SF: 5318593, 6308710
The note appeared in Browse Search despite disabling nui.browseGap_message. This has been fixed. - March 2023 URM-162619 SF: 5306677
Labels were missing for many Language codes included in Alma, causing codes to display in the UI. This has been fixed. - March 2023 URM-168274 SF: 6237737
Google Scholar cleanup removed Primo VE's sitemaps. This has been fixed. - March 2023 URM-170909 SF: 6338793
The Market Research resource type code for CDI was missing a letter. This has been fixed. - March 2023 URM-174142 SF: 6386674, 6429892
While trying to upload a logo, the following error message incorrectly displayed: File width exceeds the 120 pixel limitation. This has been fixed. - March 2023 URM-174561 SF: 6303196
When the Display Library name was in Location facet, sort did not use it. This has been fixed. - March 2023 URM-176888 SF: 6425153, 6601907, 6635573
Unable to request a physical item when there were redundant pick-up locations for it. This has been fixed. - March 2023 URM-178550 SF: 6453303
Group setting changes made via API on the NZ service were not updating the "available_e Indicator" in the SOLR-record. This has been fixed. - March 2023 URM-178703 SF: 6474819
The preferred Alma-P in dedup was not always respected. This has been fixed. - March 2023 URM-178988 SF: 6457649
The RTA and GetIt best location availability statuses were contradictory. This has been fixed. - March 2023 URM-179519 SF: 6494175
Due to special characters, there were display issues in the "More from the Same Course" section. This has been fixed. - March 2023 URM-180506 SF: 6502342, 6611885
Subjects that started with an accented letter (such as é or É) were not sorted correctly in the record's details. This has been fixed. - March 2023 URM-183198 SF: 6518700
Custom Libraries Order table shows Add Location instead of Add Library. This has been fixed. - March 2023 URM-183489 SF: 6542919
In some cases, the export to Citation action created erroneous citation data or returned an error message. This has been fixed. - March 2023 URM-184643 SF: 6577911
The Bibtex export action was not working for IOS and Android. This has been fixed. - March 2023 URM-184725 SF: 6609576
Users were unable to move up/down in Display > Brief Results. This has been fixed. - March 2023 URM-184781 SF: 6632206
The new Results per page drop-down was missing for Database and Journal searches after clicking a category.Journal Search Showing New Results per Page Drop-Down SelectionThis has been fixed and includes the following new code in the Results Tile Labels code table:
Code Description nui.results.title.resultsDisplayedCategories of - March 2023 URM-184965 SF: 6649893
In My Library Card > Personal Settings, the "Country" field placeholder was not translated. This has been fixed. - March 2023 URM-186013 SF: 6527121
Primo Studio did not display delivery and could not open full display. This has been fixed.
- February 2023 URM-177869 SF: 6437494
Changed Google captcha domain to recaptcha.net. - February 2023 PRM-45349 SF: 5300619
An XSS vulnerability due to a third-part translator was found in Primo VE search. This has been fixed. - February 2023 PRM-45655 SF: 6545504, 5300530, 5312909, 5316742, 5320938, 6225472, 6231916, 6254902, 6304800, 6308806, 6327989, 6352292, 6359934, 6408578, 6459552, 6460001, 6475572, 6497928, 6510124, 6511609, 6516540, 6531200, 6534690, 6570874, 6582340, 6582855, 6594219, 6604499, 6616415
Facets overlap results after resize screen (and other actions). This has been fixed. - February 2023 PRM-46211 SF: 5317732
Active filters required multiple taps on iOS devices to make filters persistent. This has been fixed. - February 2023 PRM-46627 SF: 6372768, 6382931
For mobile devices, the Give Us Feedback menu option was not available in the record's full display since there is no ellipsis to access the menu. This has been fixed by adding a Give Us Feedback link to the bottom of the Full Display page. - February 2023 PRM-46701 SF: 6312370, 6395584, 6401361, 6444788 (Updated January 24, 2023)
For Saved search emails, records appeared in the email, but did not appear in Primo VE when the Search in Full Text functionality has been disabled. This has been fixed by including the &searchInFulltext parameter in the URL for new saved searches when the ability to search in full text is allowed.Note: Searches that were saved prior to this fix with the Search In full Text toggle set to ON will have to be re-saved for this parameter to be included in the URL.
- February 2023 PRM-47031 SF: 6569258, 6571034
On mobile, Sort by dropdown was not responsive and appeared out of context after closing the Filter page. This has been fixed. - February 2023 URM-105572 SF: 5305634, 5330117, 5379079, 5515659, 5889492, 6052518, 6216825, 6241463, 6291791, 6317089, 6553131
FRBR key "Author+Title" did not match when the title differed on 'and' vs. '&' or punctuation. This has been fixed. - February 2023 URM-131525 SF: 5850824
See Support Search in My Favorites for details. This has been fixed. - February 2023 URM-145102 SF: 5331150, 5331289, 5332430
See Increase Maximum Number of Conditions for Local Resource Types for details. This has been fixed. - February 2023 URM-150002 SF: 5300428
The opening of the New Alma Viewer did not use the custom Primo VE Base URL. This has been fixed. - February 2023 URM-161036 SF: 5303255, 5303962, 5312527, 5325771, 6056221, 6297930, 6400934, 6401968
PNX addata/oclcid contained non-OCLC numbers. This has been fixed. - February 2023 URM-163717 SF: 5317595
The Primo VE getit iframe in Leganto displayed the Primo VE footer. This has been fixed. - February 2023 URM-168980 SF: 5331289, 6301350, 6301352
See Align Local Website Resource Type with CDI for more details. This has been fixed. - February 2023 URM-169524 SF: 6308657
See UNIMARC Format Support for more details. This has been fixed. - February 2023 URM-172802 SF: 6349661, 6370169
See Collection Discovery Optimization for more details. This has been fixed. - February 2023 URM-175277 SF: 6400066
An incorrect availability status appeared when only a related item was available. This has been fixed. - February 2023 URM-175989 SF: 6375367, 6515836
Item-level requests were showing as holdings-level requests for Ful Resource Request Letter. This has been fixed. - February 2023 URM-180827 SF: 6547620, 6521420, 6535660, 6552530, 6552808, 6553519, 6555075, 6556146, 6556936, 6576970, 6580494
Alexander Street Theatre in Context Collection (DBID AAHFF) Quicklinks did not proxy. This has been fixed. - February 2023 URM-180880 SF: 6493027, 6533434
The label nui.request.checkAvailability.pleaseCheckAvailability was missing for institutions that customized GetitServicelabels. This has been fixed. - February 2023 URM-181215 SF: 6527481
See Support Country Field in My Library Card for more details. This has been fixed. - February 2023 URM-181433 SF: 6033997, 6533373, 6570605, 6594074, 6600121
hk regional conversion was not working as expected. This has been fixed. - February 2023 URM-182855 SF: 6533408
For loans, the nui.loan.brief.1 and nui.loan.brief.2 labels still displayed (with no data) after disabling the Loans Brief Display. This has been fixed. - February 2023 URM-183076 SF: 6580169
Search profile labels belonging to Union View were not sent to IZs. This has been fixed. - February 2023 URM-183118 SF: 6519069, 6569916, 6571218
Open Access record backlinks were proxied despite having the Do not proxy OA records configuration. This has been fixed.
- January 2023 URM-157208 SF: 5322408, 6502430 (Added January 12, 2023)
Changes required in CNMARC mapping. For more information, see CNMARC Mapping Improvements. - January 2023 PRM-46869 SF: 6359842
Person clicks in Resource Recommender were not being recorded in Primo VE Analytics. This has been fixed. - January 2023 PRM-46174 SF: 6237076, 6380863 (Updated March 21, 2023)
Alma-D record thumbnails in a dedup record were not always displayed. This has been fixed, and the following priority is now used to display thumbnails:- Alma-D
- Local thumbnail (template)
- Syndetics
- January 2023 URM-165859 SF: 6233083
Record content was not displayed after login. This has been fixed. - January 2023 URM-167570 SF: 6047856
Auto complete for Journal search did not include titles with rtype=newspaper. This has been fixed, but it requires a re-indexing. - January 2023 URM-168434 SF: 6353094, 6285445, 6413927, 6317417, 6371468, 6389539, 6372143, 5304615, 6281515, 6231109, 6266282, 6273216, 6328937, 6380374
Allow to de-boost the 505 $t. This has been fixed. - January 2023 URM-171406 SF: 6270504, 6352425, 6355728
While searching by Series ISSN in Series or Title index, no results were found. This has been fixed. - January 2023 URM-172526 SF: 6357897, 6382881, 6384774, 6384838, 6385022
Angle brackets were displayed in an unnormalized creator and subject facet. This has been fixed. - January 2023 URM-176742 SF: 5314934, 5331180
Record unlinked from CZ still displayed also from DN. This has been fixed. - January 2023 URM-179124 SF: 6490702
Users could not see the full view of records from Search Webhook. This has been fixed. - January 2023 URM-180327 SF: 6505171
Editing Import Profiles took too long to load. This has been fixed. - January 2023 URM-180540 SF: 6445467
View Online did not use the Online Services Order configuration. This has been fixed. - January 2023 URM-180664 SF: 6517180
Several labels in the View It section were not translated. This has been fixed. - January 2023 URM-181068 SF: 6538194
Changed the OTB Hebrew label nui.aria.brief.select. This has been fixed. - January 2023 URM-182118 SF: 6428115
Quicklinks appeared in the Tags section instead of the Links section. This has been fixed.
CDI-Related Updates
Starting with the November 2021 release of CDI, this section lists the fixes and enhancements associated with CDI by their release date to ensure that Primo/VE customers are aware of the availability of these updates during and between releases of Primo/VE. When available, CDI updates are released on the first Wednesday of the month.
2023 Updates
In the CDI July 2023 release, we are including the following new resource types:
-
Questionnaire – A set of printed or written questions with a choice of answers, devised for the purposes of a survey or statistical study. It will be used for records from the Henrietta Szold collection.
-
Magazine – A popular interest periodical that usually contains articles on a variety of topics, which are written by various authors in a non-scholarly style.
-
Magazine article – A self-contained nonfiction prose composition on a fairly narrow topic or subject, which are written by one or more authors and published under a separate title in a magazine.
Prior to July 2023, magazines were returned by CDI as journals, and magazine articles were returned by CDI as articles. The new more granular resource types will be used instead from July 2023 onwards.
Codes for the new resource types will be added in the Primo and Primo VE July releases.
May 3, 2023
- CDI-25516 SF: 05317773, 05434138, 06346738, 06498378, 06578315
When a record from a collection on the cdi-special-template-dbids list was merged with one or more records that were not on the cdi-special-template-dbids list, linking issues occurred. To resolve this issue, CDI now:
1. Prefers the source associated with the collection on cdi-special-template-dbids.
2. Returns the control/sourceid from special template DBID provider and from the same participant.
3. Returns the sys_external_docid as the control/sourcerecordid
4. Returns the sys_external_product_id as the control/addsrcrecordid.
This update takes precedence over the client provider preference. - CDI-25919 SF: 06537957
Backlinks for CDI records appeared in the Links section. This has been fixed by adding the $$Hfree_for_read parameter to all backlinks in CDI Open Access records to prevent Primo from applying a proxy prefix. - CDI-24658 SF: 006476151, 06519583, 06601029
Publication date for newspaper article records in Newspaper Search showed only the year and did not include the month and day. The PNX has been updated to return the Display/create date for newspaper articles in the YYYY-MM-DD date format. - CDI-23206 SF: 06344202
Book reviews appeared before the physical books in the search results. This has been fixed by boosting the ranking of the target book/eBook records. - CDI-26099 SF: 06649243
Added the word "Douglas" to CDI's stemming exception lists so that the query Dougla would not match "Dougla". - CDI-25579 CDI records were not highlighted when searching by title and "equals exact phrase" operator. This has been fixed.
April 5, 2023
- CDI-23422 SF: 05331213
In some cases, Norwegian words were stemmed incorrectly and expected results were not returned. This has been fixed. - CDI-25910 SF: 06022719, 06675147
The record's thumbnail displayed the template instead of the desired thumbnail. This has been fixed.
March 1, 2023
- CDI-25248 CDI-25669 Sometimes metadata for an article from different sources had different dates. This leads to confusion when all dates are searchable but only one is displayed. Because this issue is usually caused by individual participants in a merged record, we have changed how the merged date is determined and used for article type records. We will now prefer the date provided by a majority of data sources and use this single date for facets, display, and rights calculation. In cases where a single date does not hold the majority, we will use the latest date.
- CDI-24231 Some sources, specifically catalogs, sometimes provide incorrect language values for monographs. We have identified the majority of those sources and now exclude their language values from CDI so that they will not be used for facets and display. Further improvements are planned for the future.
- CDI-24832 CDI-23421 SF: 05323780, 06434636 (Updated May 10, 2023)
Many users search for known items by copying and pasting entire citations from a webpage or a list into a Primo search box. While our search engines already support a majority of these searches, we still had cases where extra information in these searches confused the search engine and prevented items from being found. We now use an Open Source AI tool called Grobid to parse the search query so that our search engine can find and return the cited items in search results. Our test results show that this has solved all reported cases where these searches previously failed.
February 1, 2023
- CDI-23358 SF: 05305916
Removed the black panther > leopard mapping in CDI's controlled vocabulary - search query expansion list. - CDI-426 SF: 05309434, 06319292, 06320336
The Topic Overview pane for Wikipedia records did not display the Source. This has been fixed. - CDI-23731 SF: 06544417, 05323856
The Topic Overview pane proxied open access records when the Do not proxy open access records setting was enabled. This has been fixed by adding an open access indicator to Topic Overview records to ensure that proxies can be disabled for open access records when this setting is enabled.
2022 Updates
December 7, 2022
- The Provider Preferences for CDI Linking feature is now supported in CDI. For configuration details, refer to the relevant document for your environment:
- Configuring Central Index and Proxy Settings for Primo VE
- Configuring Provider Preferences for Primo
For Primo/SFX customers, this feature will be available in March 2023.
November 2, 2022
- CDI-24203 SF: 05323983, 05332163, 05332458, 06205711, 06298619
The PNX mapping for resource types 'text resource' and 'report' was changed from genre 'book' to genre 'unknown' to ensure compatibility with the Alma link resolver. - CDI-21705 SF: 05324810
The Harvard Business Review (ISSN:0017-8012) was classified as a magazine in CDI, resulting in low relevancy rankings. It is now classified as Journal/Journal Article during the static rank score computation to improve its relevancy rankings; the record's display will not change.
October 5, 2022
- CDI-24386 SF: 06396689, 06464126
Because article titles were missing from the Addata field in the PNX, GES services were having linking issues. This has been fixed. - CDI-22880 SF: 05305867, 06039704
In some cases, a related topic was presented instead of an exact match topic from Britannica. This has been fixed.
September 7, 2022
- CDI-20976 SF: 05322339, 05322369 (Added November 4, 2022)
An issue with non-verbatim match penalty for English spelling variations has been fixed. The following document has been updated to clarify CDI's handling of synonyms and spelling variations: Search and Ranking in CDI. - For Journal resource types, addata/Jtitle is created from the record PublicationTitle field. If the record lacks a PublicationTitle, addata/Jtitle is created from the record Title field.
- CDI-24259 SF: 05298841
CDI search results returned Subject facet values that contained only special characters (such as an asterisk or at sign). This has been fixed.
July 6, 2022
- In some cases when CDI assigns Title based rights coverage, a URI based direct link was returned for a Link in Record collections that was not active for the institution. The linking logic was updated to prefer OpenURL in this scenario.
- CDI-23694 SF: 06326253
The Is Part Of relationship for Book Chapters displayed an incorrect full date of YYYY-MM-DD instead of only full year of YYYY. This has been fixed. - CDI-24054 SF: 06250266
CDI was not retrieving the correct number of results in Advanced Search when an OR operator was used between search fields or inside a search field. This has been fixed. - CDI-23965 SF: 06366996
Removed the word סקס from the extension list of the Hebrew name זקס.
June 1, 2022
- CDI-23711 CDI failed to populate the PNX addata/title section for 'text_resource' and 'report' resource types that lacked a Publication Title. This has been fixed by mapping the Title field to the addata/title section when ‘text_resource’ and ‘report’ type records do not have a Publication Title.
- CDI-20344 SF: 05332919
Full Text availability was incorrectly assigned to the first document in each CDI instance due to an error in the document enumeration code. This has been fixed so that the documents are returned in the Full Text filter only for institutions that have activated the content. - CDI-23709 SF: 06321534
The terms Full Paper, Note, and Research were added to CDI's subject terms exclusion list. This change will take place at the completion of the first search update after the June release. A holistic revision of CDI Subject Headings is under consideration, but it is not planned at this time.
May 4, 2022
- CDI-23255 SF: 06206239
Unless the client/user allows full text matching, matches in References and TableOfContents no longer return in search results when simple and advanced searches include any field. This change takes effect when the first search update of the CDI May release completes, which normally occurs two days after a release's deployment. - CDI-23464 SF: 05309104
Some contributor fields were not highlighted correctly in the full display. This has been fixed.
April 13, 2022
- CDI-23604 SF: 06301387
In the top section of the full record, the Book Reviews link indicated an incorrect number of related reviews. This has been fixed so that the number in the link matches the actual number of reviews. - CDI-20716 SF: 05310194, 05333381
The journal title facet previously included publication titles for all resource types. This has been corrected so that the journal title facet values are limited to the following CDI resource types:- Article
- Journal
- Newspaper
- Newspaper article
- CDI-23223 SF: 05324574
The Alma Link Resolver matched with genre=document instead of with genre=transcript and returned a broken link. The CDI content type transcript was mapped to Text resource journal article instead of Text resource document to conform to the format expected by the Alma and SFX link resolvers. - CDI-22758 SF: 05321247, 05325545, 05325610, 05328033, 05333161, 06021204, 06207527, 06210234, 06231544, 06262995, 06276628
Primo Classic/VE - deep pagination caused CDI timeout. The limit for CDI's search results has been extended to 2,000 items to match the limits imposed by Primo and Primo VE local indexes. Support for deeper pagination is being investigated, but it is not planned at this time.
March 2, 2022
- CDI-23175 SF: 05309042
In the list of synonyms for CDI, the term medical history was added as a synonym for the term health history. - CDI-20571 SF: 05301624, 05301659, 05308283, 05317174
The following terms were added to the compound words list:- cross sectional
- cyber attack
- cyber attacks
- nano particles
- post traumatic
- CDI-23357 SF: 06026832
When searching for the title Juridical Review, the results were auto-corrected to Judicial Review. This was fixed. - CDI-23347 SF: 06057153
Empty HTML tags in the record's metadata caused blended searches to return limited results. This was fixed. - CDI-22933 SF: 05308685
The following words were added to the Hebrew synonyms list for CDI:- כשלונה=כישלונה
- הרהורים=הירהורים
- עפרון=עיפרון
- ספרייה=ספריה
February 2, 2022
- CDI-20977 SF: 05331227
Subject facet values with double quotes returned no results. This was fixed. - CDI-21147 SF: 05306454, 05320735, 05320735 (Updated May 10, 2023)
CDI uses a fuzzy match mechanism (also known as OR QUERY mechanism) that targets long queries, accepting results where many terms show up in title field, although not all terms appear in results. This mechanism was not activated when the search included ISSNs or patterns that look like ISSNs. For example, in a search such as the following, the 1193-1199 looked like an ISSN and did not activate the fuzzy matching mechanism:Added value of double inversion recovery magnetic resonance sequence in detection of cortical and white matter brain lesions in multiple sclerosis. The Egyptian Journal of Radiology and Nuclear Medicine, 45(4), pp.1193-1199.This has been fixed, and queries with ISSNs now also use the fuzzy matching mechanism. - CDI-22863 SF: 05309069
When performing a title search (via an advanced search), multiple title fields were searched in addition to the primary title (such as subtitle, alternative title, journal title, book title, and so forth). With this fix, a significant boost is given to the primary title over the other title fields.
2021 Updates
- CDI-2030 (Updated May 8, 2023)
The DOI, ISBN (and other identifiers) were not highlighted in the full display for CDI records. This was fixed.
December 1, 2021
- SF: 05327188, 05326630, 05320976, 05314635, 05302831, 05299989
The Spanish language facet failed to filter Spanish language records due to an incorrect language code mapping. This was fixed. -
When exporting CDI records from Primo/VE to RIS or to a reference management system (such as EndNote), they appeared with type Generic. This has been fixed to map the correct type.
November 3, 2021
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CDI support for the Exclude eBooks in CDI Results feature for Primo/VE.
October 21, 2021
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The 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.