Primo VE 2025 Release Notes

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Additional Information:

Click here to view the CDI-related updates at the bottom of this page.
Click here to view the monthly release and maintenance schedules.
To view known issues related to new features and enhancements, see Primo VE 2025 Known Issues.

Features

Patron Default Sort

February 2025 URM-227918
Previously, the default sort for advanced and simple searches was Relevance. With this enhancement, users' default sort is based on their last selected type. For signed-in users, this setting is retained between sessions.

Selecting Sort Type in Simple Search

This functionality does not apply to other types of Primo searches (such as Browse Search and Journal Search).

Support Genre Field in Multilingual Configuration for Bib Sources

February 2025
Previously, we separated the Genre values (MARC field 655; UNIMARC field 608) from the Subject and added a separate configuration for Genre from Authority sources only. With this enhancement, we now support Genre from Bib sources as well.

Changes to this configuration require you to recalculate the records.

Multi-Lingual Configuration - Genre Bib Condition

For more details, see Multi-Lingual Configuration in Primo VE.

Linked Open Data - Additional Authority Types using VIAF

February 2025 URM-221503
Patrons will now get enhanced linkage between bibliographic records and Person entities for vocabularies other than the Library of Congress (LC), using auto-complete from the search box, Person Info Cards on the Full Display page, and Person pages. The following vocabularies are supported using Virtual International Authority File (VIAF): GND, BARE, NLI, LCNAMES, NTA, TWNAF, EMBNE, IDREF, CANTIC, FRBNF, FAST, CZENAS, and NUKAT. For additional information, see Searching Linked Open Data - Person Entity.

This functionality requires no configuration in Primo VE but requires re-indexing.

For related configuration information in Alma, see Linked Data Enrichment Configuration.

Research Assistant - Refined Search

February 2025 - Primo Research Assistant
Users can now refine their searches by resource type (Books, Journal articles, and Peer-reviewed) and date (Last 12 months, Last 5 years, Last 10 years, or a Custom date) by selecting the Refinement icon next to the Search Box to open the refinement options. The default settings are all types and dates.

Refined Search Options

The drop-down menu items are configurable with the Research Assistant Search Screen Labels code table (Configuration > Discovery > Display Configuration > Labels). In addition, the display text for the following fields was updated, but your customizations will be retained: landing.research.question1, landing.research.question3, landing.skiplink, searchbox.placeholder.askresearchquestion, and searchbox.placeholder.askresearchquestionnext.

In addition, users can include these refinements automatically by adding a phrase that includes the resource type and date range after the question in the search box:

based on <resource_type> from <date_range>

Refinements Added to Question in Search Box

In the following example, the question is refined with the resource type (Journal article) and one of the pre-defined date ranges (Last 5 years). These refinements are automatically populated in the search box to use these refinements for follow-up questions:

Refinements are Used in the Response and Added to Refinement Drop-Downs in Search Box

Research Assistant - How to Cite Link

February 2025 - Primo Research Assistant (Updated January 21, 2025)
Customers can now add a link to a page to provide information regarding Research Assistant—for example, a How to Cite AI-generated Content link.

How-to-Cite Link for AI-Generated Content

You can configure the link's display text and the link to the page containing the information in the Research Assistant Search Screen Labels code table (Configuration > Discovery > Display Configuration > Labels) with the following codes, respectively:

Code	Description	Notes
action.customlink	How to cite AI-generated content
action.customlinkuri	NOT_DEFINED	Requires a full URL to prevent a broken link. Example: https://www.google.fr

Code

Description

Notes

action.customlink

How to cite AI-generated content

action.customlinkuri

NOT_DEFINED

Requires a full URL to prevent a broken link.

Example: https://www.google.fr

Primo Research Assistant - Reposition Overview and Sources

February 2025 URM-232813
In the Response, the Source section has moved above the Overview section, enabling users to find materials quickly.

Source Section Moved to Top of Response

Relevance Sort for Authority Search

February 2025 URM-232927
Previously, results in Authority Search were sorted alphabetically in ascending order by term heading. With this enhancement, users can choose Relevance (new) or Title (sorted alphabetically by title).

Sort By Menu for Authority Search Results - New Relevance Option

To support this functionality, the Sort section was added to the Authority Search configuration on the Links Menu tab of the View Configuration page (Configuration > Discovery > Display Configuration > Configure Views). For more information, see Configuring Discovery Views for Primo VE.

Authority Search Configuration on Links Menu Tab

Hide Configuration Links for Code and Mapping Tables in the Alma Configuration Menu at Network Zone Level

February 2025 - Collaborative Networks CERV (Added January 22, 2025)URM-231809
Six months after the General Availability (GA) of the new Consortia Central Configuration Dashboard in Alma, all Code and Mapping table configurations have been removed from the 'old' Alma and Primo VE configuration menus of the Network Zone. While operating at the Network zone institution, Network Zone administrators now access those configurations directly through the Central Configuration Dashboard.

The removed configurations from the Alma and Primo VE (Discovery) configuration menus at Network Zone Level are only:

Code Tables
Mapping Tables

For more information on related configurations, see Sections and Configurations Options.

Additional Enhancements

March 2025 URM-221495
Display All Related Titles for NZ Records – When searching for an NZ record in an institution that does not own the related item, the institution now displays all related titles, not just those owned by the institution. No additional configuration is needed to enable this functionality.

March 2025 URM-239277
Display Label Changes for Research Assistant – The names of the following codes in the Research Assistant Search Screen Labels code table were changed:

Old Code	New Code	Description (no changes)
content_type.archival_material_manuscripts	content_type.archival_material_manuscript	Archival Material/Manuscript
content_type.book_review	content_type.review	Book Review
content_type.data_set	content_type.dataset	Dataset
content_type.magazine_article	content_type.magazinearticle	Magazine Article

March 2025 URM-239148, URM-234270 SF: 07737348 URM-234270
Thai Search Improvements – This functionality improves Thai searches by separating and indexing individual terms.
March 2025 URM-210970 SF: 06938019, 06964237, 07028333, 07056062, 07116092, 07119099, 07162707 URM-210970
Prevent Duplicate Government Documents – The following Resource types were added to the system out-of-the-box resource type list in the Discovery Resource Types configuration to prevent duplication of resource types (such as Government Documents) in Primo VE facets: Government documents, Websites, Legal documents, Reference entries, Research data sets, Reviews, Statistical data sets, Technical reports, Computer files, Archival Materials/Manuscripts, Datasets, Market Researches, Microforms, Reports, Standards, Interactive Resources, Questionnaire, magazine, Creative Works, and Magazine Articles.

February 2025 URM-XXXXX
Ongoing Accessibility Improvements for Primo Research Assistant—Many improvements were made to accessibility, including:
- Screen reader support for AI-generated overviews in non-English languages.
- Improvements to reduce unnecessary verbosity for screen reader users.
- Resolved an issue where the JAWS screen reader could not access sources.
- Modifications to text labels to improve clarity.
February 2025 PRM-46561 SF: 06352064
Improved Accessibility for Report a Problem Tool—The following accessibility improvements have been made to the Report a Problem tool:
- A skip-to link was added at the start of Skip to Report a Problem, and a heading 2 tag was added to make it findable.
- When a user activates the Give Us Feedback link, the focus is at the top of the content/form.
- The disclaimer is on by default and appears before the email edit, making it easier to discover.

February 2025 URM-234242
New Linking Template for Naxos—The following linking template has been added to the Custom linking for Central Index databases page (Configuration > Discovery > Other > Custom linking for Central Index databases) for Naxos World collections:

Code	Template Code	Description
naxos_world	http://INSTITUTIONID.naxosmusiclibrary.com/world/catalogue/item.asp?cid={{control/sourcerecordid}}	Authentication linking template for Naxos World collections in CDI

February 2025 URM-211686 SF: 06276425, 07169844
Update CJK Character Mapping—Added new Kanji characters to the cjk_unicode_trad_to_simp_normaliztion.txt file to support mapping these characters for local searches.
February 2025 URM-171413 SF: 05325111, 06321004, 06882426, 06900141, 07714005
Support IZ-Aware Course Reserve Fields—The following course reserve fields are now IZ-aware to prevent matches in local display fields: course_code, course_name, and course_instructor.

January 2025 URM-234125
Support External Resources in Collection Discovery - Phase 2 – Previously, you could add records from external sources (loaded into Primo VE) using DC and MARC formats to collections managed in Alma. With this enhancement, you can now add records in the XML format. For additional information, see Adding External Records to Collections for Discovery.

January 2025 URM-234199, URM-233055
Authority Search Improvements for January – The following enhancements have been made to Authority Search:

The following table highlights subfields that now appear in the brief and full display of 1XX fields in Authority Search results. In addition, all subfields for the 1XX fields are now separated with a dot. No additional configuration is necessary. For more details about Authority Search, see Configuring Authority Search for Primo VE.

Field	MARC Mapping
Personal name	100 a-d,g,l,n,p,q,t,v,x,y,z
Corporate name	110 a-d,g,l,n,p,t,v,x,y,z
Meeting name	111 a,c,d,e,g,l,q,t,v,x,y,z
Uniform title	130 a,d,f,g,k,l,m-t,v,x,y,z

With this enhancement, Authority Search results can be filtered by adding the searchField parameter directly to the URL. Previously, this parameter was ignored unless it was added by selecting the search field from the drop-down list in the Search Box.

January 2025 - Primo Research Assistant URM-235938
Analytics Improvements for January – We now have functioning OBI actions for the following Research Assistant buttons:
- Start a new topic
- Help
- Disclaimer

Resolved Issues

March 2025 URM-217822 SF: 07056340, 07074842, 07137347 (Added March 1, 2025)
Harvested external records still existed after running the Delete External Data Resource job. This has been fixed.
March 2025 URM-47895 SF: 07251196 (Added February 19, 2025)
The Bulk Export form stayed open after the selected search results on the results page were deselected. This has been fixed.
March 2025 URM-239872 SF: 07848371
Records were not searchable after re-indexing. This has been fixed.
March 2025 URM-239710 SF: 07837888
There was an issue with Collection Discovery for XML normalization rules external data source records when a record is in multiple collections. This has been fixed.
March 2025 URM-238921 SF: 07798807
Searching for the author and title moved the record further down in the results. This has been fixed.
March 2025 URM-237575 SF: 07811877
Displayed a collection for sub-collections missing the other parameter in beacon calls. This has been fixed.
March 2025 URM-237464 SF: 05300363, 05311029, 06301389, 06946925, 07214773, 07801713, 07892642
Chapters of this Book from permalink returned a Back to results error. This has been fixed.
March 2025 URM-237404 SF: 07858762, 07837811, 07788819, 07778545
Thumbnails of external records were not displayed in Collection Discovery. This has been fixed.
March 2025 URM-237074 SF: 07794293
Using the items filter "show more" option made items disappear. This has been fixed.
March 2025 URM-236344 SF: 07783859
Using the widget as a guest did not trigger Research Assistant after a successful SAML authentication. This has been fixed.
March 2025 URM-235607 SF: 07781806, 07152168
The Copy citation button did not work in Safari and should have copied without style. This has been fixed.
March 2025 URM-235185 SF: 07771508, 07769481, 07768742
The Permalink & Copy citation button was missing for Chrome via iPad. This has been fixed.
March 2025 URM-235047 SF: 07767272
Resource recommender search issues related to the use of hyphens. This has been fixed.
March 2025 URM-234729 SF: 07731242, 07730748
The View more results from your library option did not return local results for long queries in Research Assistant. If this fix is needed, you must open a Support ticket. Once enabled, an "any" search is applied to the first part of the query (the first sentence before the OR), and an "exact" search is applied to other parts of the query.
March 2025 URM-234669 SF: 07807655, 07168135, 07164524, 06906273
If less than seven resource types were defined, incorrect beacons were sent to Analytics for the Resource Type Filter Bar. This has been fixed.
March 2025 URM-234257 SF: 07809568
Missing results with Export All Results option. This has been fixed.
March 2025 URM-233860 SF: 07729741, 06898133
Other campuses were not sorted alphabetically. This has been fixed.
March 2025 URM-231644 SF: 07789676, 07488704
The multilingual display of EUROVOC authority terms was missing subjects with the same value in various languages. This has been fixed.
March 2025 URM-231010 SF: 07492899
An error was returned after opening the Resource Sharing Restriction Rules page. This has been fixed by correcting customer data.
March 2025 URM-230646 SF: 07747314, 07269671, 07210013
Crawlers and internal IPs were not being blocked in Primo VE Analytics. This has been fixed.
March 2025 URM-228525 SF: 07127113
Prevent Premium/Sandbox from being indexed by Google. This has been fixed.
March 2025 URM-227245 SF: 07220535
The following words were added to the Compound Word list: nonbinary/non-binary. This has been fixed.
March 2025 URM-227215 SF: 07875811, 07691516, 07216366
Pinned items could not be removed after scrolling, causing the screen to freeze and the page to jump to the top. This has been fixed.
March 2025 URM-219150 SF: 07709703, 07100142
The View Online section was not loading for Esploro Records. This has been fixed.
March 2025 URM-212828 SF: 07716141, 07089534, 07066064, 07021233, 07005177
Unable to FRBR/Dedup records with local extension fields when using a local key. This has been fixed.
March 2025 URM-192534 SF: 07192271, 06716657
The number of records shown in the saved searches email vastly differed from the number of records in the link. This has been fixed.
March 2025 URM-176584 SF: 07177073, 06802192, 06420860
There was an issue with filtering physical items. This has been fixed.

February 2025 URM-237533 SF: 07084065, 07083861 (Added February 24, 2025)
When internal users logged into Primo VE, no 'Successful login - Primo' event was generated in the Alma database. This has been fixed. This also fixes an issue of a false-positive for Primo login events.
February 2025 URM-240004 SF: 07857213, 07862526 (Added January 27, 2025)
Custom menu links were removed after a link was activated from the second page on the Links Menu tab in View Configuration. This has been fixed.
February 2025 URM-171121 SF: 06284911, 06472308, 07162184
The password reset form was not entirely bilingual when linked from Primo VE. Support was needed for the view ID and language placeholders in the resetPw URL. This has been fixed.
February 2025 URM-183083 SF: 06508533
IZ Online Version Availability in Union View. This has been fixed.
February 2025 URM-189292 SF: 06660818, 06782351, 07159811, 07230849
No Physical Rapido Tile for Conference Proceedings. This has been fixed.
February 2025 URM-205087 SF: 06276636, 06869973, 07018005
Missing related titles when records in FRBR group. This has been fixed.
February 2025 URM-216960 SF: 07049904, 07055069, 07151040
Primo VE Display Showcase - screen reader output is not informative. This has been fixed.
February 2025 URM-217835 SF: 06330493, 07051321, 07788370
Different ranking for search terms related to using a hyphen in the query. This has been fixed.
February 2025 URM-218923 SF: 05311505, 05312059, 05332003, 05476098
Export to Excel - HTML tags were exported into Excel. This has been fixed.
February 2025 URM-226930 SF: 06653472, 07213138, 07778376
Incorrect Journal and Book Title Display in Primo VE. This has been fixed.
February 2025 URM-228525 SF: 07127113
Prevent Premium/Sandbox from being indexed by Google. This has been fixed.
February 2025 URM-229735 SF: 07259573
Bulk export - values in the Excel file were not normalized. This has been fixed.
February 2025 URM-233410 SF: 07704175, 07756302
Testing Normalization of external records in Sandbox environment limited to file size. This has been fixed.
February 2025 URM-236183 SF: 07763975
Searches for chia included results with chi. This has been fixed.
February 2025 URM-236985 SF: 07234101 (Updated February 24, 2025)
Direct linking from brief results did not work for external records with a restricted availability status code set to delivery.code.ext_restrictedWithLink_and_physical. This has been fixed.
February 2025 URM-237525 SF: 07084065 (Updated January 21, 2025)
Occasionally, false-positive login events were registered in Analytics due to a bug with the authorization check process flow. This has been fixed.

January 2025 URM-235182 SF: 07763455
Get It items for a particular library did not appear. This has been fixed.
January 2025 URM-234849 SF: 07695529
No results were returned when a custom search scope was created for Available digital in a Network environment. This has been fixed.
January 2025 URM-233920 SF: 07272392
A failure with an internal error was returned while creating an itemized or logical set with Content Origin = Discovery. This has been fixed.
January 2025 URM-233759 SF: 07679661
The Main Menu link for Research Assistant overlapped the logo. This has been fixed.
January 2025 URM-233534 SF: 07110149
After Dismiss was selected, options to select the top 50 or Export all results were still accessible using a screen reader and keyboard. This has been fixed.
January 2025 URM-232541 SF: 07692463
The Newspapers Search Filter by Availability configuration did not work for Newspaper Search. This has been fixed.
January 2025 URM-229798 SF: 07199464
For accessibility, the input box next to contains in the search string below the 'Search Criteria' heading in Advanced Search did not have a label. This has been fixed.
January 2025 URM-228667 SF: 07044367
GES service availability rule based on resource_type stopped working if the record contained digital inventory. This has been fixed.
January 2025 URM-224841 SF: 07178088
Saved Searches displayed a long encoded URL when navigating from Browse Search via lateral links. This has been fixed.
January 2025 URM-224305 SF: 05302216, 05331914, 06346659
UNIMARC citations were missing authors from the 701 field when record included the PNX addata/au field. This has been fixed.
January 2025 URM-223524 SF: 05331914, 07063287, 07708240 (Updated January 26, 2025)
UNIMARC citations contained duplicate authors because they were taken from the 701 and 702 fields instead of just the 701 field. This has been fixed by removing UNIMARC normalization rules for the 702 field. In addition, Primo VE now checks and removes duplications from citations.
January 2025 URM-211409 SF: 06957785 (Updated January 14, 2025)
Local keys created with the MARC21 5XX fields were not working as expected for the Dedup Complete Key Combination. This has been fixed by removing the option to select MARC21 fields 500, 502, and 505 on the Create Local Key tab since Primo VE does not support this option.
January 2025 URM-205956 SF: 06867483, 07696447
Korean searches for hyphenated ISSN or ISBN did not return the expected results. This has been fixed.

CDI-Related Updates

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.

Unless otherwise specified, these updates apply to both Primo and Primo VE environments.

2025 Updates

March 5, 2025

CDI-30397 SF: 07831344
The genre mapping for the score resource type was changed from unknown to document to prevent problems with OpenURL linking.
CDI-30075 SF: 05333261
Book editor data was incorrectly formatted in citations. To ensure that editor names are correctly presented in citations, book editors are now listed in a dedicated field.
New date formats (including MM and DD) are now supported with the cdate range filter.
New logic was added to ensure that a single secondary resource type, either "retraction note" or "retracted publication," is selected when both types are present.
CDI-28678 SF: 07155386
Internal CDI fields that Primo does not reference were removed from the PNX.
CDI-28472 SF: 06929716
In some cases, CDI records with the resource type Book Review also returned the secondary attribute Review Article. This has been fixed so that records of type Review Article are not returned as the secondary attribute for Book Review.
CDI-25467 SF: 07221960, 07101700, 06924867, 06608446, 06590326, 06579412
Some Reference type records from Gale were incorrectly merged with similar Gale Reference titles causing linking and availability issues. This has been fixed.
CDI-21744 SF: 05324244, 07056359
In some cases, the << sign was removed from records with it in documentTitle. This has been fixed.

February 5, 2025

CDI-29556 SF: 06247514, 06256831, 06845693
Hyphenated terms (e.g., cell-dependent) and terms ending in an apostrophe (e.g., employees) were not highlighted correctly. This has been fixed.
CDI-29868 SF: 05301799, 07261804, 07498035
In some cases, editor names were duplicated on Primo search results. This has been fixed by selecting a single instance of each editor name from the participant records within the library’s activations.
CDI-28303 SF: 07077133, 07133180, 07692626, 07705917, 07804237
When using normalized CDI Subject headings, multiple subject facet values could not be applied sequentially. This has been fixed.
CDI-29763 SF: 07716814
The CDI Activation Analysis Tool was updated to use jQuery version 3.7.1.

Knowledge Assistant

Announcements

Discovery Sets Deprecation