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    Primo 2020 Release Notes

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    For information regarding Primo VE, see the Primo VE Release Notes.

    Click here to view the monthly release and maintenance schedules.


    Download a PDF of the Release Notes.

    Upcoming Issues to Note

    • Customization packages should be tested in this release since CSS changes were made to improve visibility on mobile devices.

    • For on-premises customers, the February release service pack was updated to support the new MFT (Managed File Transfer), which is the only MFT that will be used starting with the Primo August release. 

    • Upgrade to Open JDK 11.

      For on-premises customers using Solaris/Sun OS, there are several third-party software/libraries that are no longer supported by Solaris. Specifically, we will continue to run Open JDK 8 on Solaris/Sun OS in 2020, but we will no longer be able to deliver new releases for Primo on Solaris/Sun OS in 2021.

    • For Primo Analytics, the upgrade to OBI 12 is expected to be rolled out in the May release. More details on the migration of your reports to OBI 12 will be published soon.

    Primo Quarterly Update Webinar - January 2020

    To download other formats of the presentation, select the following links:

    • Primo Quarterly Update - January 2020 (WebEx)

    • Primo Quarterly Update - January 2020 (PDF)

    May Sneak Peek

    • Enhance sticky facets to allow filters to be saved  (NERS)

    • Efficient workflow when using Delete and Reload Pipe (NERS)

    • FRBR Boosting - Add configuration to use date for preferred record (NERS)

    • Upgrade to OBI 12 - Support the move and upgrade to OBI 12

    Features

    Improved User Experience on Mobile Devices - NERS #6290

    February 2020 PRM-41669
    This enhancement improves the user experience on mobile devices based on usability testing and customer feedback. For more technical details on the following mobile improvements, see New UI Javascript Third Parties Changelog in the Ex Libris Developer Network:

    • Improved navigation of send-to actions on the Brief and Full Display pages.

      Primo_Mobile_SendToActions.png

      All Actions Displayed on the Full Display Page
    • Moved the link to access the Advanced Search page to the User Area.

      Primo_AdvSearchToUserArea.png

      Advanced Search Link in Primo User Area
    • Displayed the Tweak my results Primo_Mobile_TweakResultsIcon.png, Personalize my results Primo_Mobile_PersonalizeResultsIcon.png, Save Records Primo_Mobile_SaveRecordsIcon.png, and Save Query Primo_Mobile_SaveSearchIcon.png options as icons.

      Primo_MobileIcons.png

      Icons on Mobile Devices
    • Added navigation for previous and next records on the Full Display page.

      Primo_Mobile_PrevNext_Record.png

      Previous and Next Record Links on Full Display Page
    • Added the ability to apply actions to records in bulk.

      Primo_Mobile_4.png

      Applying Action to Multiple Records
    • Improved the visibility of facets and the ability to select multiple facets.

      Primo_Mobile_Facets.png

      Improved Facet Visibility and Selection
    • Improved signed-in status.

    • Included miscellaneous fixes for the Resource Sharing & Request forms.

    Improved Display of Export Actions

    February 2020 PRM-41671
    While on the Brief and Full Display pages, it is no longer necessary to select the left and right arrows to scroll through the export actions. All configured export actions will now display.

    For example:

    NUI_ExportActions_FullDisplay.png

    Export Actions on Full Display Page

    Expose Webhook for Searching External Indexes

    February 2020 PRM-XXXXX
    Search Webhook (previously called Third Node) enables you to enhance the standard Primo search engine with your own search engine functionality, using the standard Primo services and view. This functionality allows sites to create multiple search webhooks, where each one is designed to work with a different external search engine (such as a regional search index). For more details on this functionality, see Search Webhook in the Ex Libris Developer Network.

    For information on how to add Search Webhooks to your view, see Enabling Search Webhooks in the Ex Libris Developer Network.

    Currently, you are not permitted to blend these webhooks with your local Primo data or any other webhooks.

    Support the Customization of the Improved Format of Saved Search Email Alerts

    February 2020 PRM-XXXXX
    The Saved Search Email Alert Customization mapping table has been added to the Front End subsystem to allow you to configure the color and other settings for the following components in Saved Search Email Alert messages:

    Component Color (should be set in Hex Code) Description
    Logo Background  #4d6b82 Defines the color used for the logo's background.
    Header Background #53738c Defines the color used for the header's background.
    Footer Background  #4d6b82 Defines the color used for the footer's background.
    Body Background #f3f3f3 Defines the color used for the body of the email's background.
    Main Title  #fff Defines the color used for the main title.
    Logo Show Allows you to Show/Hide your logo in the alert email.
    Sub-titles  #fff Defines the color used for the subtitles.
    Unsubscribe  #fff Defines the color used for the Unsubscribe link.

    Support the Configuration of the Search Box's Focus

    February 2020 PRM-40880
    This enhancement allows you to place the focus in the search box by default when various pages (such as Library Search and Journal Search) are opened in the new UI. This allows users to type their queries directly into the search box without having to select the search box first. This is already the case for the classic UI.

    NUI_SetFocus_SearchBox.png

    Focus Set in Search Box

    Configuration Options

    To enable this functionality, add the focus_on_search_input parameter to the View Properties mapping table and set it to true. By default, this functionality is disabled.

    New Request Type Filter in My Library Card

    February 2020 PRM-42371
    The new Request type filter in My Library Card allows users to select one or more request types to filter loan requests based on the selected request types. All selected requested types will appear next to the Request type label.

    NUI_MLC_RequestTypeFilter.png

    Requests Tab in My Library Card

    Support Usage Information for the Order of Citation Styles

    February 2020 PRM-41694
    This enhancement enables Primo Analytics to track the number of times citation styles by position (a maximum of 20 styles) are selected using the Export to Citation action. This usage information allows you to determine which styles are used the most and to set the order of the styles accordingly.

    Primo_Mobile_ExportCitation.png

    Track Citation Usage by Position

    Analytics - Citation Style

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

    Group Subgroup Action Description

    Document

    Citation Style

    Citation Style 1, Citation Style 2, ..., and Citation Style 20

    The user selected the citation style at position 1 through 20.

    Support Local Fields in Alma CZ Records

    February 2020 URM-111389
    This enhancement adds support for the following local fields defined in Alma CZ records: 009, 09X, 59X, 69X, 77X, 78X, and 9XX. This allows users to search for and display information from these local display, facet, and search fields in Primo.

    In Alma, CZ records that contain a local field with subfield $$9 set to local are considered local to your institution, and any information stored in this field is not viewable by other institutions and is not overwritten when changes are made to the CZ record by the community. 

    For example:

    <datafield tag="993" ind1=" " ind2=" ">

    <subfield code="a">test_local</subfield>

    <subfield code="9">local</subfield>

    </datafield>

    Configuration Options

    To support these local fields in Primo, you must configure the following:

    1. Define a normalization rule for each local field that you want to support from CZ records.

      For example, if you want to display information from the local field defined above, create the following rule in your normalization rules set:

      NUI_LocalCZ_Field_NormRule.png

      Add Normalization Rule for Local Display Field
    2. Add the local fields to your Primo view. For example, add the local display field to the Details section on the Full Display page.

      NUI_LocalCZ_Field_Details.png

      Local Display Field Added to View

    Support Normalization Rules Template for Esploro

    February 2020 PRM-41757, PRM-41834, PRM-41784, PRM-41590, PRM-41779, PRM-41824, PRM-41825, PRM-41616, PRM-41599, PRM-42315, PRM-41693, PRM-42049
    This enhancement updates various PNX fields in the Esploro XML - Template normalization rules template to support the import of Esploro metadata into Primo. For more details on the template, see Esploro XML.

    Ongoing Analytics Improvements (February)

    February 2020 PRM-35632, PRM-42388
    In addition to the Analytics support for new features, this release also includes the following fixes and missing usage information:

    • The Month (long description) attribute within the Popular Searches Subject Area no longer returns an error when attempting to use a filter.

    • The following actions have been added to the Action Usage subject area:

      Group Subgroup Action Description

      General

      My Account

      Add Label in eShelf

      A label was added in the e-shelf.

      Remove Label in eShelf

      A label was removed from the e-shelf.

    Additional Enhancements

    • February 2020 PRM-41857
      Added a RefWorks link to the Primo User Area menu to allow users to sign in to Refworks from the new UI in Primo.

      NUI_UserAreaMenu_RefWorks.png

      Primo User Area Menu - New RefWorks Link

      When RefWorks is enabled in the Actions List mapping table, this link is enabled by default. You can perform the following additional configurations:

      • Update the default.eshelf.menu.refworks code in the User Tile code table to modify the link's display label.

      • Hide the link in the Primo User Area menu by setting the my-refworks-ctm class to display: none; in your custom CSS file.

    • February 2020 PRM-39439 SF: 00575531, 00623646, 00699431, 00714760
      The display lines in the brief results for journal searches are no longer defined internally and now use the same configuration as the brief display lines for regular library searches.

      NUI_JournalSearch_Config.png

      Journal Search Brief Display Lines

    Resolved Issues

    • February 2020 PRM-32922 SF: 00463268, 00475085, 00480826, 00489713, 00342550
      Real-time availability of reserve material was not displaying in the new Primo UI. This has been fixed.
    • February 2020 PRM-36355 SF: 00463270, 00569538, 00589669, 00606435, 00619427, 00709602
      Location filters in the GetIt tab cannot be translated for the new Primo UI. This has been fixed.
    • February 2020 PRM-36588 SF: 00457024
      Pipes failed when a constant in the normalization rules contained an ampersand that was not escaped. This has been fixed.
    • February 2020 PRM-36746 SF: 00457605, 00548135, 00550333, 00671065, 00694354
      Deep links to My Account with silent-login active break authentication when using Chrome. This has been fixed.
    • February 2020 PRM-37137 SF: 00493503, 00566236, 00653685, 00658359
      The sitemap generator tool did not send email notification after it completed. This has been fixed.
    • February 2020 PRM-38839 SF: 00543480
      Sorting is not correct after changing tabs in My Library Card. This has been fixed.
    • February 2020 PRM-38982 SF: 00514438
      In the new UI, email sent from Brief results contained untranslated institution names. This has been fixed.
    • February 2020 PRM-39040 SF: 00531405
      In the new UI, the Link to resource template placeholder "search_terms" was not populated. This has been fixed.
    • February 2020 PRM-39486 SF: 00474323
      In the new UI, citations do not match configuration in "Citations Fields Mapping" mapping table. This has been fixed.
    • February 2020 PRM-39665 SF: 00558716, 00569538, 00575063, 00584091, 00589378, 00590579, 00599005, 00710933, 00740892
      In the new UI, some languages were not translated in My Account for Aleph environments. This has been fixed.
    • February 2020 PRM-39810 SF: 00559304, 00597937, 00607525, 00618450, 00678090, 00689952, 00728442
      (New UI) When the location name contained a period, all text preceding the period in the location name was not displayed in the Availability indicator. This has been fixed.
    • February 2020 PRM-40401 SF: 00631764, 00710795
      Previously, Primo used only the first rft_id parameter in the openUrl. Now Primo supports multiple rft_id parameters.
    • February 2020 PRM-40721 SF: 00646927, 00691294, 00703492
      (New UI) historic loans are not initially sorted in My Loans. This has been fixed.
    • February 2020 PRM-40766 SF: 00155818
      Any text before a period in the $$E parameter of links to resources did not display. This has been fixed.
    • February 2020 PRM-41806 SF: 00715651, 00758187
      The option to search beyond 2000 results has been blocked in the past for security and stability reasons. Only blended and PCI results are limited to a maximum of 2000 results.
    • February 2020 PRM-41828 SF: 00690249
      With the new UI, increased Tomcat sessions and garbage collection can cause a higher CPU load in the UI. To reduce the CPU load, you can set the disable_virtual_browse parameter to "true" in the View Properties mapping table.
    • February 2020 PRM-41899 SF: 00715688
      In the new UI, "http://" is no longer added to mailto links in local records.
    • February 2020 PRM-41966 SF: 00715315
      Some of the normalization rules for the control/colldiscovery field in the Alma MARC Template incorrectly included a parameter for the Input Exists routine. This has been fixed.
    • February 2020 PRM-41995 SF: 00753931
      For details, see Support the Customization of the Improved Format of Saved Search Email Alerts.
    • February 2020 PRM-42127 SF: 00753501, 00794622
      The ability to select items in bulk and perform actions is now supported in mobile devices.
    • February 2020 PRM-42129 SF: 00709888
      To support WCAG 2.0 (A) Success Criteria 4.1.1. Invalid HTML (Buttons within Buttons) accessibility requirement, nested buttons are no longer included in the new UI.
    • February 2020 PRM-42200 SF: 00739364
      In some cases, labels in My Favorites allowed scripting (which is security vulnerability). This has been fixed.
    • February 2020 PRM-42225 SF: 00739827
      In some cases, URLs in Primo allowed scripting (which is security vulnerability). This has been fixed.
    • February 2020 PRM-42288 SF: 00747297
      For mobile devices, the Pin icon overlapped the title on the Full Display page. This has been fixed.
    • February 2020 PRM-42336 SF: 00755865, 00759614, 00789878
      In some cases, the logo appeared oversized in the new format of alert emails. This has been fixed.
    • February 2020 PRM-42340 SF: 00759098, 00785602
      There was an issue with opening bX Recommender related reading links. This has been fixed.
    • February 2020 PRM-42391 SF: 00769532
      Bulk record selection actions were not recorded as expected in Primo Analytics. This has been fixed.
    • February 2020 PRM-42411 SF: 00739827
      In some cases, Primo URLs (tlevel, mfacet) allowed scripting (which is security vulnerability). This has been fixed.

     

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