Primo 2021 Release Notes
Release: For information regarding Primo VE, see the Primo VE Release Notes.
Additional Information:
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Click here to view the CDI-related updates at the bottom of this page.
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Click here to view the monthly release and maintenance schedules.
Download the PDF for the Release Notes.
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.
November Sneak Peek
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Support Austlang and custom languages (NERS) – Extend the Language Facet and Display field to include custom language codes.
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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.
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More Search Options in Collection Discovery – Allow users to search from the Collections Lobby page.
Features
Support Austlang and Custom Languages (NERS 6710)
November 2021 PRM-44684
Out of the box, Primo now supports the Austlang language codes under the Language field of the record's full details and under the Language facet in the results. In addition, you can define additional language codes using the new Customized Languages Code mapping table, which currently defines only the Austlang language codes.
Previously, unsupported codes displayed the Undetermined value. With this enhancement, languages will now display in the record's details:
Configuration Options
Out of the box, the codes for Austlang have been defined for you, but additional configuration may be necessary to display these languages and to configure other custom languages. For detailed configuration information, see Configuring Austlang and Custom Languages for Primo.
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Ensure sure that you define the MARC 041 field in your records with the following information:
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2nd indicator: Set to 7.
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Subfield a: Specify your language codes.
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Subfield 2: Specify the language type (such as austlang).
For example:
041 #7$$aN153 $$aA10 $$aN101 $$aK3 $$aL27 $$2austlang
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The following tables have been added to support the Austlang languages and any new languages that you want to support. Out of the box, the Austlang languages have been added for you.
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The Customized Languages Mapping mapping table (Primo Home > General > Mapping Tables) defines the mapping of custom languages (such as those associated with Austlang).
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A re-index is required to support the new out-of-the-box languages codes.
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The languages in this mapping table are not supported in the Languages field on the Advanced Search page.
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The Customized Languages Codes code table (Primo Home > General > Code Tables) allows you to customize and translate the labels for custom languages.
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In addition, you will need to update your normalization rules to support custom languages (such as Austlang).
Collection Discovery - Search Across All Collections
November 2021 PRM-44406
The following improvements have been made to collection discovery in Primo:
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Previously, users could search for items within a specific collection or sub-collection only and find items only in that collection or sub-collection. With this enhancement, a search box has been added to the Collections Lobby to allow users to search for items in all collections and their sub-collections in the Collections Lobby.
Search Box in Collections LobbyThe following example returns items from all collections and their sub-collections.
Search Results in Collections Lobby -
After performing a search from a specific collection or sub-collection, users can now expand the search to all collections in the Collections Lobby by selecting the Try searching in all collections option, which opens the Collections Lobby page and performs the same search in all collections and their sub-collections.
Expand Search to All Collections Option
Configuration Options
This functionality is enabled by default. The following table list additional configurations associated with this functionality.
| Component | Description |
|---|---|
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Collection Discovery code table (Primo Home > General > Code Tables) |
The following codes have been added to customize and translate display labels associated with this functionality:
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aria Labels code table (Primo Home > General > Code Tables) |
The following code has been added to support accessibility for the new option to expand the search to all collections:
This label is associated with the hyperlink part of the Try searching in all collections label. |
Analytics for Collection Searches
To support this functionality, the following actions have been added to the Action Usage subject area:
| Group | Subgroup | Action | Description |
|---|---|---|---|
| Collection Discovery | Collection Discovery | Search in All Collections | User performed a search from the Collections Lobby. |
| Collection Discovery | Collection Discovery | Click on "Try searching in all collections" | After performing a search within a collection/sub-collection, the user expanded the search to all collections. |
| Collection Discovery | Collection Discovery | Search in a collection or sub collection | User performed a search within a specific collection/sub-collection. |
Exclude eBooks from CDI Results (NERS #6702)
November 2021 PRM-45387
We have added a configuration option to exclude eBooks from your CDI results. This option is useful if you prefer to use your own eBook catalog records (in your Primo local index) instead of the eBook records from CDI. If you use this option, all eBook records will be filtered from the CDI results and users will see only your eBook catalog records in blended searches. Chapter-level records are not affected and will still be returned as part of the CDI results.
This functionality requires an update to CDI, which will become available with the November 3rd release of CDI
Configuration Options
This functionality is disabled by default and eBooks will be included in CDI results. If you want to exclude eBook records from CDI results, create and set the excludeCdiEbooks parameter to true in the View Properties mapping table (Primo Home > General > Mapping Tables) for your view.
If you are also using Rapido, this option should not be used.
Improved Linking Accuracy - Support More Provider IDs for Links Generated via Link Resolver
November 2021 PRM-45468
If available, the Alma/SFX link resolvers use provider-specific document IDs instead of metadata to link to full text on the provider's platform to increase the accuracy of links. These provider IDs are part of the OpenURLs sent from CDI to the link resolver. With this release, the following Provider IDs are now supported:
- rft_acsr_id=control/acsr_id
- rft_airiti_id=control/airiti_id
- rft_britnica_id=control/britnica_id
- rft_cairnenc_id=control/cairnenc_id
- rft_cass_id=control/cass_id
- rft_ceeol_id=control/ceeol_id
- rft_ch_id=control/ch_id
- rft_cqvip_id=control/cqvip_id
- rft_credo_id=control/credo_id
- rft_earticl_id=control/earticl_id
- rft_equinx_id=control/equinx_id
- rft_eric_id=control/ericid
- rft_ieee_id=control/ieee_id
- rft_ihp_id=control/ihp_id
- rft_informt_id=control/informt_id
- rft_jstor_id=control/jstor_id
- rft_kiss_id=control/kiss_id
- rft_kluwer_id=control/kluwer_id
- rft_lexislw_id=control/lexislw_id
- rft_nber_id=control/nber_id
- rft_netadv_id=control/netadv_id
- rft_oup_id=control/oup_id
- rft_popups_id=control/popups_id
- rft_sage_id=control/sage_id
- rft_sabinet_id=control/sabinet_id
- rft_scielo_id=control/scielo_id
- rft_scqprss_id=control/scqprss_id
- rft_wanfj_id=control/wanfj_id
- rft_wti_id=control/wti_id
Ongoing Analytics Improvements (November)
November 2021 PRM-43227 PRM-45534
As part of our continuous effort to improve our data tracking and reporting in Analytics, the following improvements have been added for this release:
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The following actions have been added to the Action Usage subject area to support features added in previous releases:
Group Subgroup Action Description Results List Controlled Vocabulary Click on Just search User opted not to include controlled vocabulary results. Controlled Vocabulary Displayed User's query displayed controlled vocabulary results. Results List General Reset filters User reset selected filters. -
The Popular Searches report now counts only the basic and advance searches after previously including other types of searches that were irrelevant to this report. This change applies to data gathered from August 2021 and onwards.
Links to PDFs in Unpaywall
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.
Configuration Options
This functionality is disabled by default. The following table lists the configuration options associated with this functionality.
| Element | Description |
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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. |
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Aria Labels code table (Primo Home > Advanced Configuration > All Code Tables) |
The following code is used for screen readers: default.nui.aria.quicklink.PDF: Quick Link to PDF, opens in a new window
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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.PDF: PDF
The following code is used to customize and translate the tooltip: default.fulldisplay.PDF.tooltip: PDF
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Analytics for Unpaywall Links
To support this functionality, the following action been added to the Action Usage subject area:
| Group | Subgroup | Action | Description |
|---|---|---|---|
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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:
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:
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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:
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 |
|---|---|
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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} |
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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.notificationName: Notification Name (optional): |
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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.NotificationName: Notification Name: |
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The following code was added to support the customization and translation of the yellow ribbon message: default.nui.favorites.search.alert.changeNotification: Change notification settings
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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:
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For the Block and Messages overview in My Library Card:
.block {
background-color: red;
}
.message {
background-color: green;
}
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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;
}
Add Copyright Statement to ILL Request Form
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.
Configuration Options
The following table lists the configuration options associated with this functionality.
| Element | Description |
|---|---|
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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. |
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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_title: You 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.message: The 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.
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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.copyright: You must agree in order to proceed
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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:
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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:
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Simple and Advanced search results
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Journal Search
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Database Search
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Browse Search (records page only, not the main Browse page)
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Citation trail
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Related items (book chapter, book review, and so forth)
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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:
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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.
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For simple and advanced search results, blocks of search results are displayed as follows for each remote search type:
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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:
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10 – Each bulk will contain a maximum of 10 results.
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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.
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50 – Each bulk will contain a maximum of 30 results.
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CDI, Search WebHooks, EBSCO, and WorldCat – Results display with the new pagination method.
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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 |
|---|---|
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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. |
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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. |
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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
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aria Labels code table (Primo Home > Advanced Configuration > All Code Tables) |
For screen readers, you can customize or translate the following associated codes:
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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:
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Use addata/jtitle if it exists.
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If the previous source does not exist, use addata/btitle if it exists.
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If nether exist, the Source field will not be displayed.
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:
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The page titles will now include the title of the Primo site and additional information specific to the page. For example:
Enhanced Title on Newspaper Search PageThe 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.tabheaderHeader/Footer Tiles code table –
default.main.title: Primo by Ex LibrisFavorites Labels code table –
- default.nui.favorites.header: My Favorites
- default.nui.favorites.records.tabheader: Saved records
My Favorites > Search History
Title Format:
default.main.title - default.nui.favorites.header - default.nui.favorites.records.tabheaderHeader/Footer Tiles code table –
default.main.title: Primo by Ex LibrisFavorites Labels code table –
- default.nui.favorites.header: My Favorites
- default.nui.favorites.history.tabheader: Search history
My Favorites > Saved Searches
Title Format:
default.main.title - default.nui.favorites.header - default.nui.favorites.records.tabheaderHeader/Footer Tiles code table –
default.main.title: Primo by Ex LibrisFavorites Labels code table –
- default.nui.favorites.header: My Favorites
- default.nui.favorites.search.tabheader: Saved searches
Journal Search
Title Format (before search):
default.nui.mainmenu.label.journalsearchTitle Format (after search):
default.nui.mainmenu.label.journalsearch – <search term>View Labels code table –
default.nui.mainmenu.label.journalsearch: Journal SearchBrowse Search
Title Format (before search):
default.nui.mainmenu.label.browseTitle Format (after search):
default.nui.mainmenu.label.browse – <search term>View Labels code table –
default.nui.mainmenu.label.browse: BrowseTags
Title Format (before search):
default.nui.mainmenu.label.tagsTitle Format (after search):
default.nui.mainmenu.label.tags – <search term>Tags Tile code table –
default.nui.mainmenu.label.tags: TAGSFetch Items (Citation Linker)
Title Format:
default.nui.mainmenu.label.citationlinkerView Labels code table –
default.nui.mainmenu.label.citationlinker: Fetch ItemDatabase Search
Title Format (before search):
default.nui.mainmenu.label.databasesearchTitle Format (after search):
default.nui.mainmenu.label.databasesearch – <search term>View Labels code table –
default.nui.mainmenu.label.databasesearch: Database SearchNewspaper Search
Title Format (before search):
default.nui.mainmenu.label.newspapers_searchTitle Format (after search):
default.nui.mainmenu.label.newspapers_search – <search term>View Labels code table –
default.nui.mainmenu.label.newspapers_search: NewspapersCitation 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 pathMy Library Card > Overview
Title Format:
default.main.title - menu.myaccount.my_library_card - nui.overview.headerHeader/Footer Tiles code table –
default.main.title: Primo by Ex LibrisUser Space Menu code table –
default.menu.myaccount.my_library_card: My Library CardLibrary Card Labels code table –
default.nui.overview.header: OverviewMy Library Card > Loans
Title Format:
default.main.title - menu.myaccount.my_library_card - nui.loans.headerHeader/Footer Tiles code table –
default.main.title: Primo by Ex LibrisUser Space Menu code table –
default.menu.myaccount.my_library_card: My Library CardLibrary Card Labels code table –
default.nui.loans.header: LoansMy Library Card > Requests
Title Format:
default.main.title - menu.myaccount.my_library_card - nui.requests.headerHeader/Footer Tiles code table –
default.main.title: Primo by Ex LibrisUser Space Menu code table –
default.menu.myaccount.my_library_card: My Library CardLibrary Card Labels code table –
default.nui.requests.header: RequestsMy Library Card > Fines & Fees
Title Format:
default.main.title - menu.myaccount.my_library_card - nui.fines.headerHeader/Footer Tiles code table –
default.main.title: Primo by Ex LibrisUser Space Menu code table –
default.menu.myaccount.my_library_card: My Library CardLibrary Card Labels code table –
default.nui.fines.header: Fine + feesMy Library Card > Blocks & Messages
Title Format:
default.main.title - menu.myaccount.my_library_card - nui.blocks.headerHeader/Footer Tiles code table –
default.main.title: Primo by Ex LibrisUser Space Menu code table –
default.menu.myaccount.my_library_card: My Library CardLibrary Card Labels code table –
default.nui.blocks.header: Blocks + messagesMy Library Card > Personal Details
Title Format:
default.main.title - menu.myaccount.my_library_card - nui.details.headerHeader/Footer Tiles code table –
default.main.title: Primo by Ex LibrisUser Space Menu code table –
default.menu.myaccount.my_library_card: My Library CardLibrary 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:
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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 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.
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.
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Suggestions will start to appear after a user types at least two characters.
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For all users, Primo will display only one recent suggestion, which is based on the most recent simple search in Search History.
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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).
Support Translation of Link in Record Label for CDI
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:
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default.fulldisplay.Access_content_in: Access content in {{provider}}
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default.fulldisplay.View_full_text_in_collection: View 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.
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Under Search History, the row containing the date no longer includes the time at which the search was performed.
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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.
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.
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:
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When removing a record or group of records from My Favorites, users will now receive a prompt to confirm the deletion of the saved records:
Row Action to Remove a Single Item -
When adding or removing labels, the page no longer refreshes and focus stays on the current page.
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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.
| 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
- November 2021 PRM-XXXXX CDI-389
The Newsletter Article resource type is now supported in Primo for CDI records. For more details, see Resource Types in CDI. - November 2021 PRM-45672
Saved Search Alerts - Users will now receive a notification in their Saved Search alert emails when search criteria has changed for a saved search. In the following example email, the user is notified that the search criteria has changed for the contains yellow river saved search. To continue receiving the latest updates, the user should select the link below the message, re-save the query, and immediately use the toast message to create a new alert.
Changed Search Criteria Message in Alert EmailIf you want to customize or translate the message in the alert email, update the description of the default.alert.oldQueryMessage code in the Send Email and SMS code table.
- November 2021 PRM-45786
You now have the ability to customize the logo height and style attributes returned in Saved Search email alerts. To support this functionality, the following components have been added to the Saved Search Email Alert Customization mapping table (Primo Home > General > Mapping Tables):-
Logo Height – Customizes the height attribute of the logo returned in the Saved Search email alert. The default setting is 35px.
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Logo Style – Customizes the style attribute of the logo returned in the Saved Search email alert. The default setting is width: 100px; padding: .85em;.
For example, the HTML for the logo in the alert email will look similar to the following:
<img src="http://myInst.com:1701/primo-explore/custom/MY_VIEW/img/library-logo.png" alt="The library Logo" height="200" style="border-left: 5px solid red;"> -
- 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 versionsFor example:
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.
Opt-Out Patron Notification LettersFor 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:
Normalization Rule for Display/CNO Field in PNXTo 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.
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Description – This new field allows you to add a description to IP addresses to identify and find specific addresses in long lists.
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.
Resolved Issues
- August 2021 URM-152697 SF: 953707
The sorting of month (long desc) changed in Primo Analytics. This has been fixed. - August 2021 PRM-45676 SF: 5312583
DB, Browse, and Journal searches incorrectly displayed the Expand beyond library collections button. This has been fixed. - 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.
- 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: 5311807, 5319926, 5327869, 5331291, 5331472, 5464241, 5747900, 5848464, 5851802, 5893494, 5967414
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.