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    Primo 2021 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 the PDF for the Release Notes.

    Upcoming Issues to Note

    Improved Pagination Experience

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

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

    SAML Certificate Workflow Update

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

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

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

    What's New in August?

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

    November Sneak Peek

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

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

    • More Search Options in Collection Discovery – Allow users to search from the Collections Lobby page.

    Download the PDF for the Release Notes.

    What's New in May?

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

    Upcoming Issues to Note

    As previously announced on January 18, 2021, Primo will discontinue the certification of Internet Explorer by May 2021. For more information, see Primo Discontinue Certification of Internet Explorer by May 2021.

    August Sneak Peek

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

    • Roll out of the Improved Pagination Experience to all customers, making sure the new pagination is the default for Primo.

    • UX Improvements on the List of versions page and the Save Query Notification Settings area.

    Download the PDF for the Release Notes.

    What's New in February?

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

    Upcoming Issues to Note

    1. As previously communicated, beginning with the February 2021 release of Primo, we will no longer support the installation of Primo SPs (Service Packs) on Primo environments running Solaris/SunOS. Local Primo (on-premises) customers will receive an error if they attempt to install new SPs on a Primo server running Solaris/SunOS.

    2. Since the application will increase its memory consumption by about 10% with the upgrade to JDK 11, it is recommended that on-premises customers increase the memory on their servers accordingly.

    May Sneak Peek

    • Configure number of results per page and change the current behavior of Load More results to pagination.

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

    Features

    August 2021 PRM-42947
    When enabled, this functionality allows users to link directly to PDFs in Unpaywall from the record's brief display in the Brief Results and Full Display pages.

    PVE_UnpaywallLinkToPDF.png

    Quick Link to PDF in Unpaywall

    Configuration Options

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

    Element Description

    View Properties mapping table (Primo Home > Advanced Configuration > All Mapping Tables)

    Set the enable_unpaywall_links parameter to true to enable these links in the brief display.

    Aria Labels code table (Primo Home > Advanced Configuration > All Code Tables)

    The following code is used for screen readers:

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

    Full Display Labels code table (Primo Home > Advanced Configuration > All Code Tables)

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

    default.fulldisplay.PDFPDF

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

    default.fulldisplay.PDF.tooltipPDF

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

    Group Subgroup Action Description

    Document

    Link

    Link to PDF fulltext using Unpaywall

    The user selected a PDF link in Unpaywall.

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

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

    Add Notification Name to Saved Search Emails

    August 2021 PRM-XXXXX
    With this enhancement users can now provide a name for each alert configured in My Favorites > Saved Searches. When adding an alert to a saved search from either the results or Saved Searches page users will now have the option to specify a notification name:

    Primo__ChangeNotificationSettings.png

    New Notification Name Field in Settings

    If a notification name is specified, the following will occur: the notification name will appear in the following places in the alert email; otherwise, there will be no change:

    • The notification name will appear in the Subject line as follows in the alert email:

      New search results: <Notification_name>
    • The notification name will appear in the Title as follows in the alert email:

      {0} new items found for: <Notification_name>
    • The notification name will appear at the bottom of the description on the My Favorites > Saved Searches page. For example:

      Primo_MyFavorites_NotificationNameDisplayed.png

      Notification Name on Saved Searches Page

    Configuration Options

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

    Element Description

    Send Email and Sms code table (Primo Home > Advanced Configuration > All Code Tables)

    The following code was added to support the customization and translation of the Title in the alert email:

    default.alert.headingNewName{0} new items found for: {1}

    Favorites Labels code table (Primo Home > Advanced Configuration > All Code Tables)

    The following code was added to support the customization and translation of the label on the Notification Settings dialog box:

    default.nui.savesearch.alert.notificationNameNotification Name (optional):

    The following code was added to support the customization and translation of the label on the My Favorites > Saved Searches page:

    default.nui.favorites.search.alert.NotificationNameNotification Name:

    The following code was added to support the customization and translation of the yellow ribbon message:

    default.nui.favorites.search.alert.changeNotificationChange notification settings

    Primo_AlertEmail_YellowBanner.png

     

    Improved Customization of Blocks and Messages in My Library Card

    August 2021 PRM-XXXXX
    The following CSS classes are now supported to apply separate formatting to messages and blocks in My Library Card: block and message.These classes can be added to your customization package and used in the following ways:

    • For the Block and Messages overview in My Library Card:

      .block {
          background-color: red;
        }
        
      .message {
          background-color: green;
        }

    • For the Block and Messages tab in My Library Card:

      prm-messages-and-blocks .block{
         background-color: red;
        }

      prm-messages-and-blocks .message{
         background-color: green;
        }

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

    Primo_ILL_CopyrightStatementExample.png

    Copyright Statement on ILL Request Form

    Configuration Options

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

    Element Description

    ILL Optional Request Parameters mapping table (Primo Home > Advanced Configuration > All Mapping Tables)

    To display the Copyrights field and statement on the ILL Request Form, enable the copyright parameter.

    ILL Request code table (Primo Home > Advanced Configuration > All Code Tables)

    The following code defines the title for the copyright field:

    default.nui.illrequest.copyright.sub_titleYou must read and acknowledge the following statement before submitting your request.

    The following code defines the copyright statement for the check box:

    default.nui.illrequest.copyright.messageThe Copyright law of the United States (Title 17, U.S. Code) governs the making of photocopies or other reproductions of copyrighted material. Under certain conditions specified in the law, libraries and archives are authorized to furnish a photocopy or other reproduction. One of these specified conditions is that the photocopy or other reproduction is not to be "used for any purpose other than private study, scholarship, or research." If a user makes a request for or later uses a photo copy or reproduction for purposes in excess of "fair use", that user may be liable for copyright infringement. This institution reserves the right to refuse to accept a copying order if, in its judgment, fulfillment of the order would involve violation of the copyright law.

    Request Tab code table (Primo Home > Advanced Configuration > All Code Tables)

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

    default.nui.mandatory.copyrightYou must agree in order to proceed

    Ongoing Accessibility Improvements (August)

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

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

    Improved Pagination Experience

    May 2021 PRM-39882
    In the new Primo UI, users can now specify whether to display 10, 25, or 50 results per page on the following pages:

    • Simple and Advanced search results

    • Journal Search

    • Database Search

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

    • Citation trail

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

    • Newspaper Search

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

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

    Primo_NumberOfResultsAndPaginationSelection.png

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

    • For simple and advanced search results, blocks of search results are displayed as follows for each remote search type:

      • MetaLib – Users will continue using the old method of selecting Load More Results, which appends more results to the same page. Because MetaLib returns 30 results in each bulk, the number of results displayed in Primo is based on the number of results the user has selected for the new paging method and the number of results left to display from each bulk returned from MetaLib:

        • 10 – Each bulk will contain a maximum of 10 results.

        • 25 – If there are 60 results, the first and third bulks will contain 25 results and the second and fourth bulks will contain the remaining 5 results left in each bulk of 30 returned from MetaLib. 

        • 50 – Each bulk will contain a maximum of 30 results.

      • CDI, Search WebHooks, EBSCO, and WorldCat – Results display with the new pagination method.

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

    Configuration Options

    For the May release, the new pagination method is disabled by default to allow customers time to adjust any customizations that they may have made to the existing Load More Results area and Paging widget. For August, the plan is to resolve the related known issues and replace the old method for loading pages (except for MetaLib searches) with the new pagination method.

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

    Element Description

    Institution Properties mapping table (Primo Home > Advanced Configuration > All Mapping Tables)

    Set the enable_results_per_page parameter to true to activate the new pagination method for your institution. If this parameter does not exist, you will need to add a new mapping row for it.

    View Properties mapping table (Primo Home > Advanced Configuration > All Mapping Tables)

    Set the suspend_watchers_browser_support parameter to ALL to optimize the performance of the new pagination method.

    With the August release, this parameter will no longer be necessary since it will be the default setting.

    Results Tile code table (Primo Home > Advanced Configuration > All Code Tables)

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

    default.nui.results.resultsPerPage: Results Per Page

    aria Labels code table (Primo Home > Advanced Configuration > All Code Tables)

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

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

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

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

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

    Analytics

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

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

    Improve Search with Hyphens

    May 2021 PRM-44537

    Local respository searches that include a search term with a hyphen will now return additional results by including the term's compound word in the search. For example, searches for the term chat-room, will also include results for chat room and chatroom. Previously, the system only added results for chat room. The supported terms are based on the same terms used for CDI results and are stored in the eng_systemSynonyms file. For more details, see Hyphenated Search Terms. For Cloud customers, please open a Support ticket if further enrichment is necessary.

    Topic/Reference Entry: Update Display Source

    May 2021 PRM-44503
    The database name that was displayed as the source of a reference in the Topic Overview was previously based on the client activation and could be unrelated to the source of the record. With this enhancement, the Source field is now determined as follows:

    • Use addata/jtitle if it exists.

    • If the previous source does not exist, use addata/btitle if it exists.

    • If nether exist, the Source field will not be displayed.

    Primo_RefEntryExample.png

    Topic Overview

    Ongoing Accessibility Improvements (May)

    May 2021 PRM-41484
    We are continuously working to improve product accessibility to make it comply with the standard of WCAG 2.0 AA level. In this release, we have resolved the following issues:

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

      Primo_PageTitle.png

      Enhanced Title on Newspaper Search Page

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

      Page Title Format and Code Table Information

      My Favorites > Saved Records

      Title Format:

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

      Header/Footer Tiles code table – 

      default.main.title: Primo by Ex Libris

      Favorites Labels code table – 

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

      My Favorites > Search History

      Title Format:

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

      Header/Footer Tiles code table – 

      default.main.title: Primo by Ex Libris

      Favorites Labels code table –

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

      My Favorites > Saved Searches

      Title Format:

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

      Header/Footer Tiles code table – 

      default.main.title: Primo by Ex Libris

      Favorites Labels code table –

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

      Journal Search

      Title Format (before search):

      default.nui.mainmenu.label.journalsearch

      Title Format (after search):

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

      View Labels code table –

      default.nui.mainmenu.label.journalsearchJournal Search

      Browse Search

      Title Format (before search):

      default.nui.mainmenu.label.browse

      Title Format (after search):

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

      View Labels code table –

      default.nui.mainmenu.label.browse: Browse

      Tags

      Title Format (before search):

      default.nui.mainmenu.label.tags

      Title Format (after search):

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

      Tags Tile code table –

      default.nui.mainmenu.label.tags: TAGS

      Fetch Items (Citation Linker)

      Title Format:

      default.nui.mainmenu.label.citationlinker

      View Labels code table –

      default.nui.mainmenu.label.citationlinker: Fetch Item

      Database Search

      Title Format (before search):

      default.nui.mainmenu.label.databasesearch

      Title Format (after search):

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

      View Labels code table –

      default.nui.mainmenu.label.databasesearch: Database Search

      Newspaper Search

      Title Format (before search):

      default.nui.mainmenu.label.newspapers_search

      Title Format (after search):

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

      View Labels code table –

      default.nui.mainmenu.label.newspapers_search: Newspapers

      Citation Path

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

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

      Results Tile code table –

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

      My Library Card > Overview

      Title Format:

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

      Header/Footer Tiles code table – 

      default.main.title: Primo by Ex Libris

      User Space Menu code table –

      default.menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      default.nui.overview.header: Overview

      My Library Card > Loans

      Title Format:

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

      Header/Footer Tiles code table – 

      default.main.title: Primo by Ex Libris

      User Space Menu code table –

      default.menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      default.nui.loans.header: Loans

      My Library Card > Requests

      Title Format:

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

      Header/Footer Tiles code table – 

      default.main.title: Primo by Ex Libris

      User Space Menu code table –

      default.menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      default.nui.requests.header: Requests

      My Library Card > Fines & Fees

      Title Format:

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

      Header/Footer Tiles code table – 

      default.main.title: Primo by Ex Libris

      User Space Menu code table –

      default.menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      default.nui.fines.header: Fine + fees

      My Library Card > Blocks & Messages

      Title Format:

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

      Header/Footer Tiles code table – 

      default.main.title: Primo by Ex Libris

      User Space Menu code table –

      default.menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      default.nui.blocks.header: Blocks + messages

      My Library Card > Personal Details

      Title Format:

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

      Header/Footer Tiles code table – 

      default.main.title: Primo by Ex Libris

      User Space Menu code table –

      default.menu.myaccount.my_library_card: My Library Card

      Library Card Labels code table –

      default.nui.details.header: Personal details

    Ongoing Analytics Improvements (May)

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

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

    Show Loading Indicator for Alma Get It and View It

    February 2021 NERS NERS Enhancement (ID #6440) PRM-44007
    Because View It and Get It require additional processing to fetch and load information, they may not load as quickly as other sections on the page. With this enhancement, an indication has been added to each section to let users know that information is still loading.

    Primo_LoadingIndicatorViewIt.png

    Loading Indicator in View It

    Configuration Options

    This functionality requires no new configuration, but you can customize the indicator by modifying the following CSS in your customization package:

    prm-alma-mashup{
         iframe{
              background-image: url("../img/diamonds-loading.gif");
              background-repeat: no-repeat; 
              background-position: center;
         }
    }

    Recent Search Suggestions

    February 2021 PRM-43977
    Previously when users typed their query, Primo displayed autocomplete suggestions based on the metadata index only. With this enhancement, autocomplete suggestions for Primo simple searches are extended to include suggestions based on simple searches stored in My Favorites > Search History.

    When users select a recent search suggestion, Primo performs the search using the same search terms, tab, and scope of the matching search in Search History. Only the matching search and tab display for the recent suggestion.

    Primo_SavedSearches_Autocomplete.png

    Autocomplete Suggestions from Search History

     

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

    • For all users, Primo will display only one recent suggestion, which is based on the most recent simple search in Search History.

    • For signed-in users, Primo will now retain the last 100 searches (including Advanced Search queries) in Search History. For more information, see Persistent Search History for Signed-In Users.

    Configuration Options

    This functionality is enabled by default at the institution level. If you would like to disable it, clear the Show Recent Search check box in the Institution Wizard (Primo Home > Ongoing Configuration Wizards > Institution Wizard).

    February 2021 PRM-43449
    Previously, CDI returned only the $$E subfield in the links/linktorsrc PNX field, which did not allow the link's label from being translated separately from the provider name. For example:

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

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

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

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

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

    <links>

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

    </links>

    Configuration Options

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

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

    • default.fulldisplay.View_full_text_in_collectionView full text in collection

    Persistent Search History for Signed-In Users

    February 2021 PRM-43977
    Previously, search history was tracked per session and was not saved between sessions in My Favorites. For signed-in users, Primo will now store the last 100 searches in My Favorites > Search History so that they are retained for suggestions in future sessions. Selecting a search's Pin icon will copy the item to Saved Searches and remove it from Search History. Although the same search can appear in Search History more than once, you will not be able add the same search to Saved Searches more than once.

    • Under Search History, the row containing the date no longer includes the time at which the search was performed.

    • During a session, searches performed prior to sign-in are not retained after sign-in. After sign-in, Search History will include searches from previous sessions and new searches performed after sign-in.

    Primo_PersistentSearchHistrory_Pin.png

    My Favorites > Search History - Pin Icon

    Under Search History, users can easily remove searches from their history by selecting them either individually or in bulk and then selecting the Delete icon.

    Primo_PersistentSearchHistory_Delete.png

    My Favorites > Saved Searches - Delete Icon

    For information on how to disable this functionality, see How to disable the option to save authenticated user's Persistent search history.

    UX Improvements to My Favorites

    February 2021 PRM-41651
    With this release the following usability improvements have been made to My Favorites:

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

      PVE_DeleteSavedRecord.png

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

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

    Configuration Options

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

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

    Additional Enhancements

    • August 2021 PRM-41122
      Navigation has been improved on the List of Versions page by adding a Back to Results Lists link and title to the top of the page. To customize and translate the new title, the following code has been added to the Results Tile Labels code table:
      results.showingVersions – Showing list of versions

      For example:

      PVE_ListOfVersion_BackToResults.png

      List of Versions Page with New Back To Results Link and Title
    • August 2021 PRM-XXXXX
      This release includes the following enhancements to Melingo, which is the Hebrew search plug-in:
           - Annual Upgrade of Melingo third party –  the upgrade will be follow up with re-index process for the Israeli environment in the cloud - details and timeline will follow.
           - dictionary fixes per customers requests, allow Melingo to handle author expansion.
    • August 2021 PRM-44736
      Changed the labels used for Analytics actions associated with Primo Central to reflect the move to CDI. The following actions were updated for this release: 
           - Expand PC Results (Checked) --> Expand CDI Results (Checked)
           - Expand PC Results (Unchecked) --> Expand CDI Results (Unchecked)
           - SearchScopeType - PC/Deep Search --> SearchScopeType - CDI/Deep Search
    • August 2021 PRM-45516
      In My Library Card > Personal Details, users can now opt-out of receiving a patron notification letter by clearing its check box. As with the other fields, you must first select Edit to make any changes.

      Primo_Opt-Out_Letters.png

      Opt-Out Patron Notification Letters

      For configuration details in Alma, see Configuring Library Notices Opt-In.

    • May 2021 PRM-44545
      The labels on the Edit Search Scopes page in the Views Wizard have been changed to reflect the switch to Central Discovery Index (CDI), which replaces our Primo Central Index (PCI).
    • May 2021 PRM-42246
      Course information in a record's Full Display page will no longer link to Leganto reading lists that are not published. To support this functionality, ensure that the display/crsinfo field in your Alma MARC normalization rules checks the CNO $$v subfield for the DRAFT indication as follows:

      Primo_AlmaMARC_NormRule_CRSINFO.png

      Normalization Rule for Display/CNO Field in PNX

      To see the effect of this change, a re-index is required.

    • May 2021 PRM-44395
      The following changes have been made to the Institution Wizard to improve the configuration and management of institutional IP addresses in the Institution Wizard:
      • Filter – A filter has been added to the top of the list to help locate IP addresses in long lists.

      • Description – This new field allows you to add a description to IP addresses to identify and find specific addresses in long lists.  

      Primo_EditIPs_Improvements.png

      Edit IPs Page in Institution Wizard
    • May 2021 PRM-45140, PRM-42547
      Targeted for Israeli customers: Updated the Hebrew synonyms file with the version that was recently reviewed and approved by MELI (Ex libris' Israel community). In addition, Primo removed the mechanism that sends the name identification to Melingo (Hebrew search plug-in) and instead allows Melingo to identify names by context.
    • February 2021 CDI-1840 SF: 866616
      The following terms have been added to the English stemmer exception list:
      • atlas -> atlas

      • cosmos -> cosmos

      • bias -> bias

      • andes -> andes

    • February 2021 PRM-44598
      Primo has been upgraded to JDK 11. For more details, see Upcoming Issues to Note.
    • February 2021 PRM-43901 SF: 503579
      For Hebrew searches, cancelling the distance limitation between words solved issues raised when searching by Subject for the following examples: פרשנות ביאליק or צבא ופוליטיקה. Note that this change, which was as requested by the community, could affect the ranking in other cases.
    • February 2021 PRM-44149
      Primo is now translated out of the box for Welsh.
    • February 2021 PRM-43223
      The Basic search with pre-filter action under the Action Usage subject area is now sent to Primo Analytics with the search scope type.
    • February 2021 PRM-39579
      Mixed directional text (including Hebrew) in brief display and details in full display is now ordered correctly. For more details, see Handling Bidirectional Text in Display Fields.
    • February 2021 PRM-41942
      If a PNX record includes URIs. For example:

      <uri>$$Asubject$$VLongwall mining--Australia$$U(uri) http://id.loc.gov/authorities/subjects/sh85078310</uri>

      <uri>$$Asubject$$VCoal mines and mining--Australia$$U(uri) http://id.loc.gov/authorities/subjects/sh93008548</uri>

      Primo will now use JSON-LD to implement Schema.org. For example:

      "about": [

      { "@type": "Thing", "name": "Longwall mining--Australia", "sameAs": [ "(uri) http://id.loc.gov/authorities/subjects/sh85078310" ] }

      ,
      {
      "@type": "Thing",
      "name": "Coal mines and mining--Australia",
      "sameAs": [
      "(uri) http://id.loc.gov/authorities/subjects/sh93008548"
      ]

      To learn more about Schema.org in Primo, you can inspect the element of Schema.org within the record's Full Display.

    Resolved Issues

    • August 2021 PRM-45335 SF: 955135, 963002
      Embedded links in the message on the Database Search landing page are not returning results on the first click. This has been fixed.
    • August 2021 PRM-42390 SF: 732732, 902904, 912112, 939995, 952911
      In some cases, harvesting errors occurred during pipe execution. This has been fixed by changing the version of Cipher security.
    • August 2021 CDI-20740, CDI-1453 SF: 827764, 848099, 872985
      In some cases, Subjects were not deduped and alphabetized for CDI. This has been fixed and will be available August 4.
    • August 2021 CDI-20712 SF: 962427
      Added חומותיך <-> חומותייך to Hebrew synonyms file. This fix will be available August 4.
    • August 2021 CDI-20611 SF: 856027
      CDI will no longer send generic snippets to Primo and Primo VE, which means that the snippets must contain the search terms to be displayed. This fix will be available August 4.
    • August 2021 CDI-20578
      When one or more search terms match the keyword tags within the institution's Best Bets, the Best Bet will be returned for CDI. This fix will be available August 4.
    • August 2021 CDI-20022 SF: 908927, 959295
      Primo ISSN search is now searching for both ISSN and EISSN for CDI. This fix will be available August 4.
    • August 2021 CDI-478 SF: 852936
      For CDI, Subjects are now split between different fields in the Search section of the PNX (note that the Display section will remain the same). This fix will be available August 4.
    • August 2021 PRM-45273 SF: 950609, 950985, 954243
      When the number of results per page was set to 50, the Limited results found message was returned when users attempted to jump ahead more than 200 records. This has been fixed by limiting the number of pages that users can jump ahead in the results to three instead of five when the number of results per page is set to 50.

      Primo_PaginationComparison.png

    • August 2021 PRM-34646 SF: 478296, 530797, 564736, 654730, 736568, 369358
      Primo Analytics has some blank values for User Group. This has been fixed.
    • August 2021 PRM-41470 SF: 667742, 904473, 821694, 914860, 800222, 699725, 710566, 912189, 959842, 686524, 862610, 707917, 746784, 742783
      Saved search alert email has incorrect number of results and irrelevant results. This has been fixed.
    • August 2021 PRM-41500 SF: 746414, 670360, 588261, 578560, 844010, 704175, 900273, 610304, 723475, 614265, 584172, 585808, 904002, 912757
      In the new UI, the full display did not open when clicking title in My Library Card > Requests and Loans pages (multi-campus). This has been fixed.
    • August 2021 PRM-41781 SF: 714026
      In the new UI, the SFX menu generated from bX recommender did not show bX recommendations. This has been fixed.
    • August 2021 PRM-42078 SF: 728590, 731094, 886215, 904627, 912127, 937407
      When Collection Discovery was disabled in Views Wizard, the collection path continued to display in record's full display. This has been fixed.
    • August 2021 PRM-42093 SF: 711263, 719427
      When going from a permalink record to a hypertext link, users lost 'Expand my search' option and RTA. This has been fixed.
    • August 2021 PRM-42118 SF: 715006, 736195, 738521, 879174, 954747
      In some cases, the Homepage HTML disappeared. This has been fixed.
    • August 2021 PRM-42272 SF: 747291
      For on=premises customers, searches with a colon did not create phrase search in local search fields (lsr). This has been fixed.
    • August 2021 PRM-42823 SF: 795196, 803079, 804589
      The new saved search email alerts template did not download library logo and contained empty permalinks. This has been fixed.
    • August 2021 PRM-42966 SF: 807808
      To prevent crossover issues, mulitenant customers are no longer able to create Search scopes with the code 'collections'.
    • August 2021 PRM-43366 SF: 803020, 864206
      For mobile devices, facets were partially covered by main screen. This has been fixed.
    • August 2021 PRM-43376 SF: 817262
      When using alternative code MT, pnx+pipes subject area was not considering new code in Primo Analytics. This has been fixed.
    • August 2021 PRM-43551 SF: 845393, 876496, 888253, 892433
      Collection discovery: Connection reset after cache refresh. This has been fixed.
    • August 2021 PRM-43885 SF: 842529, 868717, 908111, 925690
      Sort by title was not loading sub-collections in Collection Discovery. This has been fixed.
    • August 2021 PRM-43985 SF: 869919, 873715, 874922, 895601, 933095
      In some cases, an apostrophe in search results caused console errors. This has been fixed.
    • August 2021 PRM-44767 SF: 913306
      Change server details via server.xml file to prevent Network exposure. This has been fixed.
    • August 2021 PRM-44826 SF: 941686, 897488, 886700, 953296, 942001, 885349, 894269, 915506, 929445, 897734, 902267, 895502, 933381, 883297
      Citation action problem (CSL and Easybib) with first name initialization and first/lastname order in case Primo addata contains only au, not addata/aulast and first. This has been fixed.
    • August 2021 PRM-45354 SF: 953796
      Advanced Search usage sent only the first line of the string to Primo Analytics. This has been fixed.
    • May 2021 PRM-44736
      Changed the labels used for Analytics actions associated with Primo Central to reflect the move to CDI. The following actions were updated for this release: 
           - Expand PC Results (Checked) --> Expand CDI Results (Checked)
           - Expand PC Results (Unchecked) --> Expand CDI Results (Unchecked)
           - SearchScopeType - PC/Deep Search --> SearchScopeType - CDI/Deep Search
    • May 2021 CDI-20428 SF: 950336, 950338
      CDI generates a sub-query targeted on matching the title/author metadata fields for citation-style queries. In some circumstances, when the query contained stop words, the sub-query was not generated correctly. This has been fixed and will be available on June 9, 2021.
    • May 2021 CDI-94 SF: 824464
      Added display/creatorcontrib field to the PNX for CDI. This fix will be available on June 9, 2021.
    • May 2021 CDI-19924
      For CDI, the "pamphlet" resource type is now mapped to "text_resources" in the PNX. This fix will be available on June 9, 2021.
    • May 2021 CDI-1926 SF: 893530, 914810
      In some cases, an incorrect availability status was displayed for records with no full text. This fix will be available on June 9, 2021.
    • May 2021 CDI-384 SF: 921417, 931342, 937337
      For CDI, one word searches of 6 letters or more that include digits are now searched on additional ID fields so that one-word PMID searches such as "11264061" should now return the corresponding record. This fix will be available on June 9, 2021.
    • May 2021 CDI-20322 SF: 861480
      For CDI search results, the author's last name was not highlighted correctly in the brief results. This fix will be available on June 9, 2021.
    • May 2021 CDI-20182 SF: 915611
      Email notifications for saved searches in Primo included CDI records from previous email notifications. This fix will be available on June 9, 2021.
    • May 2021 CDI-20043
      For CDI, removed the suggestion "mental retardation" from the controlled vocabulary. This fix will be available on June 9, 2021.
    • May 2021 CDI-268 SF: 840420
      In some cases, links for CDI resources in Saved Searches emails returned no results in Primo. This fix will be available on June 9, 2021.
    • May 2021 CDI-1907 SF: 922999
      When CDI search results included ProQuest records (sourceid=proquest), the ProQuest logo was returned in the PNX display/source field regardless of the client's alternative coverage. This has been fixed by returning the logo for certain cases only.
    • May 2021 PRM-45163 SF: 945320, 945346, 945406, 945566, 946671, 951206, 951876
      Pipes failed when PNX records with <> were encoded as < / > in xml. This has been fixed.
    • May 2021 PRM-44956 SF: 941796, 945649, 939947, 945727, 934003, 934821, 933144, 937858, 933432, 946315, 929697, 932917, 939780, 933261, 939129
      Subject data was not displayed when the data was the same in multiple fields. This has been fixed.
    • May 2021 PRM-45050 SF: 930881, 944641
      For signed-in users, incorrect dates displayed in My Favorites > Search History when the Save Users Search History parameter was set to N in the Institution Properties mapping table. This has been fixed.
    • May 2021 PRM-35853 SF: 453072, 848587, 870300, 397314
      The auto-suggestion display is not consistently closing after a search. This has been fixed.
    • May 2021 PRM-38879 SF: 522020, 664760, 676377, 712429, 713981, 727549, 803041, 815855, 898996
      Blank active tab entry in Primo Analytics. This has been fixed.
    • May 2021 PRM-39438 SF: 550723, 665114, 698424, 725422, 733684, 752650
      For local Primo environments, viewing more versions of a FRBR group retrieved additional records with incorrect FRBR group ID. This has been fixed.
    • May 2021 PRM-41218 SF: 688755
      For local Primo environments, Hebrew terms with an apostrophe were not highlighted correctly. This has been fixed.
    • May 2021 PRM-42005 SF: 723331, 728156, 821346, 850894, 865275, 901399
      The Export to Mendeley action did not take the date (year) for some articles. This has been fixed.
    • May 2021 PRM-42209 SF: 739809
      Naming and aria labels of navigation regions. This has been fixed.
    • May 2021 PRM-42243 SF: 719274, 829850
      Some View It return 0 - 0 of 0, with no rft_dat. This has been fixed.
    • May 2021 PRM-42691 SF: 792387, 792469
      No skip links to go from facets to Apply Filters button. This has been fixed.
    • May 2021 PRM-43376 SF: 817262
      When using Alternative Code mapping table, pnx+pipes subject area was not considering new code in Primo Analytics. This has been fixed.
    • May 2021 PRM-43555 SF: 847592
      The user details for staff users were exposed with the User Settings REST API. This has been fixed.
    • May 2021 PRM-43615 SF: 846358, 848301
      All languages in Voice Search Languages Activation mapping table were shown in FE. This has been fixed.
    • May 2021 PRM-43672 SF: 859202
      Data from PNX > addata section of was not mapped correctly to CSL. This has been fixed.
    • May 2021 PRM-43989 SF: 461671
      In the Primo Analytics Zero Results report, queries were truncated if they contained an ampersand. This has been fixed by replacing the ampersand in the query with its encoding %26.
    • May 2021 PRM-44269 SF: 823519
      Incorrect behavior of the Expand my results option. This has been fixed.
    • May 2021 PRM-44767 SF: 913306
      Change server details via server.xml file to prevent Network exposure. This has been fixed.
    • May 2021 PRM-44399 SF: 847990, 928990
      Did You Mean did not appear in CDI, but it displayed in PCI for the same query. This has been fixed.
    • May 2021 CDI-20208 SF: 936295, 936974, 929372
      Permalinks for CDI records with the prefix cdi_webofscience_primary* were erroneously appended with the text CitationCount in Primo, causing the links to fail. This has been fixed.
    • May 2021 CDI-20070 SF: 912943
      CDI Hebrew prefix expansion did not include Shin (ש). This has been fixed.
    • May 2021 CDI-20058 SF: 845526, 848422
      Phrase Matching Improvement in Full Text - Option 2 vs 3. This has been fixed.
    • May 2021 CDI-20051 SF: 890821, 892716
      Citation searches (the copying and pasting of entire citations into the search box) is too strict in CDI and therefore sometimes fails to retrieve the known item. This was relaxed to allow for more variations and even find the item if text that does not exist in CDI is present in the search string.
    • May 2021 CDI-20041 SF: 931618
      In some cases, record IDs were not searchable in Primo even though the record was found with metadata. This occurred because some participant IDs were missing in the logical (merged) record. A process has been added to ensure that all participant IDs are added to the logical record.
    • May 2021 CDI-19835 SF: 902418
      Additional parentheses in query failed for CDI searches. This has been fixed.
    • May 2021 CDI-19834 SF: 892718, 921980, 926614
      CDI retrieved 300 M records for an empty query from Primo Search widget. This has been fixed.
    • May 2021 CDI-1566 SF: 897181
      Tags in the PNX addata sections caused availability issues. This has been fixed.
    • May 2021 CDI-1475 SF: 870057
      Applying prefilter and excluding resource type facet returned incorrect results for CDI. This has been fixed.
    • May 2021 CDI-1903 SF: 820265, 890519, 903311
      In some records, duplicate author names in the PNX appeared twice in the display and also for citation download functions. This has been fixed.
    • May 2021 CDI-89 SF: 824391, 884053
      For Search Field Mapping, the "Title contains" query appeared to search the hidden Publication Series Title. This has been fixed.
    • February 2021 PRM-41567 SF: 621134, 739249
      The First Page Results columns in the Primo Action Usage subject area were not adding up to 100%. This has been fixed.
    • February 2021 PRM-44648 SF: 903120, 912412
      Static date for OAI pipes was being overwritten. This has been fixed.
    • February 2021 PRM-44770 SF: 901731
      Pre-filter options (md-focused class) were not cleared after simple search. This has been fixed.
    • February 2021 PRM-44611
      Removed redundant online_PC_TN filter and will continue to use the online_resources filter.
    • February 2021 PRM-43974 SF: 870555, 880737, 886277, 886917, 890125, 890455, 898173, 904736
      Citation trail is displayed inconsistently for Full and Brief results. This has been fixed.
    • February 2021 CDI-1409 SF: 866418
      ISBN precedence in CDI search algorithm. This has been fixed.
    • February 2021 CDI-1248 SF: 892429
      Searches failed for generic searches such as science. This has been fixed.
    • February 2021 CDI-994 SF: 809739, 873891, 899266
      Added and removed Hebrew synonyms in CDI. This has been fixed.
    • February 2021 CDI-324 SF: 878144, 429850
      For CDI, added terms to the British American synonym files.
    • February 2021 CDI-318 SF: 591805, 100810
      Searches in which a number contains a comma or period returned a different number of results. This has been fixed.
    • February 2021 PRM-44627 SF: 794705
      Increased the timeout of scheduled reports to 10 minutes in Primo Analytics.
    • February 2021 PRM-44622 SF: 911766
      The security vulnerability with bundle.js.map has been fixed.
    • February 2021 PRM-44602 SF: 911386
      There was a Cross-site Scripting (XSS) vulnerability issue under basket.do. This has been fixed.
    • February 2021 PRM-44403 SF: 891007
      The Forgot Password link was not accessible with the TAB key. This has been fixed.
    • February 2021 PRM-44329 SF: 890819
      If one of the pairs was missing from addata (aulast-aufirst), initials were missing from APA citation. This has been fixed.
    • February 2021 PRM-44326 SF: 648000
      For Primo Analytics, the word undefined incorrectly displayed on a monthly basis in the Popular Searches report. This has been fixed.
    • February 2021 PRM-44290 SF: 899786
      For drop-down lists, no indication was given to the focused value when using keyboard arrows. This has been fixed.
    • February 2021 PRM-44267 SF: 653863, 647187, 727645, 743285, 835300, 859333
      Summary holdings and Notes were truncated with ellipses. This has been fixed.
    • February 2021 PRM-43974 SF: 870555, 880737, 886277, 886917, 890125, 890455, 898173, 904736
      The Citation trail was displayed inconsistently for Full and Brief results. This has been fixed.
    • February 2021 PRM-43971 SF: 868699, 874929, 875813, 876820
      Newspaper Search results for filtered searches contained 'No full text' records for customers enabled with CDI. This has been fixed.
    • February 2021 PRM-43875 SF: 849320
      Snippet calls occasionally returned no information. This has been fixed.
    • February 2021 PRM-43656 SF: 852529
      Changed the type of the Mendeley entity types mapping table so that it will not be overwritten after SP.
    • February 2021 PRM-43421 SF: 689325
      The OTB Alma MARC - Template contained superfluous rules 4-6 for control/almaid. This has been fixed.
    • February 2021 PRM-43275 SF: 827943
      The MMS ID was missing from the Alma UNIMARC template. This has been fixed.
    • February 2021 PRM-43099 SF: 823551
      No aria label was provided for the See all versions link. This has been fixed.
    • February 2021 PRM-43046 SF: 792371
      In Safari, the alternative text for Sign Out button was signOut instead of Sign Out. This has been fixed.
    • February 2021 PRM-43045 SF: 819555
      item filters were not applied after selecting Show more items. This has been fixed.
    • February 2021 PRM-42951 SF: 817479
      The DYM suggestion ID was displayed without original diacritics. This has been fixed.
    • February 2021 PRM-42846 SF: 807200
      For the Alma Dublin Core - Template, collection records had an incorrect control/colldiscovery. This has been fixed.
    • February 2021 PRM-42691 SF: 792387, 792469
      For accessibility no skip links were provided to go from facets to the Apply Filters button. This has been fixed.
    • February 2021 PRM-42212 SF: 739817
      In the Full Record Display, many aria labels were either unhelpful or could not be customized. This has been fixed.
    • February 2021 PRM-40797 SF: 661298, 794787
      The Boost down functionality on the stem part of a query was not working. This has been fixed.
    • February 2021 PRM-39660 SF: 574295, 628026
      The Alma Dublin Core Template was using a non-existing mapping table. This has been fixed.
    • February 2021 PRM-36906 SF: 459472
      An issue with the normalization rules created a duplicate entry when the source was PNX and the action was MERGE. This has been fixed.
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