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    Primo 2021 Release Notes

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

    Additional Information:

    • Click here to view the CDI-related updates at the bottom of this page.

    • Click here to view the monthly release and maintenance schedules.


    Download the PDF for the Release Notes.

    What's New in November?

    Coming soon...

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

    Upcoming Issues to Note

    Starting with the November release of CDI, fixes and enhancements associated with CDI will be listed by their release date in a new section called CDI-Related Updates to ensure that Primo customers are aware of the availability of these updates. CDI updates are released on the first Wednesday of the month. For example, you can visit this section to track CDI-related items that are released in upcoming months: November 3, 2021, December 1 2021, January 5, 2022, and so forth.

    What's New in November?

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

    February 2022 Sneak Peek

    • Quicklinks to Full Text for CDI Records – allows users to link quickly to PDF/HTML full text for CDI records.

    • Show Journal Coverage Dates in Brief Results Page (NERS) – Allow users to easily understand the electronic coverage of journals from the brief results.

    • Diversity, Equity, and Inclusion – Enable libraries to hide inappropriate or offensive subject terms.

    • Showing all full text links in the View Online for CDI records (NERS).

    • Enhance the database search to include keyword searching and categories (NERS).

    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

    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:

    PVE_AUSTLANG_Code_Displayed_Properly.png

    Austlang Languages Now Shown in Details Section

    Configuration Options

    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. 

    • Customized Languages Mapping mapping table (Primo Home > General > Code Tables) has been added to support the mapping of the customized languages (such as those associated with Austlang). To add other languages, create a new mapping row and specify the following fields:

      • sourceCode1 – Specify the language's code.

      • targetCode – Specify the language's name.

      Primo_CustomizedLanguagesMapping_MT.png

      New Mapping Table - Customized Languages Mapping 
      • A re-index is required to support the new out-of-the-box languages codes.

      • The languages in this mapping table are not supported in the Languages field on the Advanced Search page.

    • Customized Languages Codes code table (Primo Home > General > Code Tables) has been added to allow you to customize and translate the labels for the customized languages.

      Primo_CustomizedLanguagesCodes_CT.png

      New Code Table - Customized Languages Codes

    To utilize these language codes, make sure that you define the MARC 041 field in your records with the following information:

    • 2nd indicator: Set to 7.

    • Subfield a: Specify your language codes.

    • Subfield 2: Specify the language type (such as austlang).

    For example:

    041    #7$$aN153 $$aA10 $$aN101 $$aK3 $$aL27 $$2austlang

    In addition, you will need to update your normalization rules:
    1. Modify the following out-of-the-box normalization rule to exclude the second indicator 7 (Primo Home > Local Data > Normalization Sets):

      Yael1.png

    2. Create a new rule that includes the second indicator 7:

      Yael2.png

    3. Re-normalize your data.

    Collection Discovery - Search Across All Collections

    November 2021 PRM-44406
    The following improvements have been made to collection discovery in Primo:

    • 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.

      PVE_AllCollectionsSearchBox.png

      Search Box in Collections Lobby

      The following example returns items from all collections and their sub-collections.

      PVE_AllCollectionsSearch.png

      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.

      PVE_SpecificCollection_SearchAllCollections.png

      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

    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:

    • default.nui.colldiscovery.items.AllCollections.title: Items in all collections

    • default.nui.colldiscovery.items.expandSearch: Didn't find what you were looking for?

    • default.nui.colldiscovery.items.expandSearchLink: Try searching in all collections

    • default.nui.colldiscovery.items.noItemsFound: No items found (0)

    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:

    • default.nui.aria.expandCollectionSearch: Click to expand the search on 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 exclude_cdi_ebooks parameter to true in the View Properties mapping table (Primo Home > General > Mapping Tables) for your view.

    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:

    • 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.

    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

    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

    • 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.

      Primo_SavedSearches_NovemberUpdate.png

      Changed Search Criteria Message in Alert Email

      If 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.

      • 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 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

    • November 2021 PRM-45866 SF: 926493
      Changed the following codes from Aztec to Nahuatl in the Language Codes and Search Languages code tables, respectively:

           - default.lang.nah = Nahuatl
           - default.search-advanced.language.option.nah = Nahuatl

    • November 2021 PRM-45791 SF: 990636
      Incorrect description - default.mediatype.newsletterarticle is plural. This has been fixed.
    • November 2021 PRM-45776 SF: 990636
      Incorrect OTB code - defualt.search-simple.mediaType.option.newsletterarticle. This has been fixed.
    • November 2021 PRM-45745 SF: 982834, 983870
      Multiple ISBN affect links. This has been fixed.
    • November 2021 PRM-45672 SF: 844179
      Notify users to re-create old saved search alerts in alert mails (when input_param=null). This has been fixed.
    • November 2021 PRM-45670 SF: 966379, 971586, 972600, 981588
      Course Information field is not displayed in record Full View. This has been fixed.
    • November 2021 PRM-45598 SF: 970956
      Incorrect aria labels. This has been fixed.
    • November 2021 PRM-45587 SF: 954500
      Extra dot added to most of the localhost_access_log file names after May 2021 release. This has been fixed.
    • November 2021 PRM-45567 SF: 963957, 967766
      Pagination arrows in Browse search are not clickable sometimes due to tooltips. This has been fixed.
    • November 2021 PRM-45565 SF: 966843, 967613
      The Zotero add-on receives the brief list instead of a single record's full display. This has been fixed.
    • November 2021 PRM-45534 SF: 712072
      Primo Analytics: change popular searches procedure to take into consideration only basic search and advanced search. This has been fixed.
    • November 2021 PRM-45526 SF: 953831
      The new "create phrase" process in jaguar increased the Lucene beyond limit and failed in some queries. This has been fixed.
    • November 2021 PRM-45468 SF: 886129
      Update Alma/SFX openUrl templates to contain providerId. This has been fixed.
    • November 2021 PRM-45267 SF: 823803, 823806
      The No results/'Too many wildcards message appeared with search results, blended search. This has been fixed.
    • November 2021 PRM-45265 SF: 829883, 892718, 931951
      CDI Error messaging for blank search. This has been fixed.
    • November 2021 PRM-44315 SF: 823802, 833781
      Searches with illegal term/characters show contradictory results/feedback message in CDI. This has been fixed.
    • November 2021 PRM-44287 SF: 888081, 894159
      CDI search results disappeared randomly and temporarily. This has been fixed.
    • November 2021 PRM-44244 SF: 852045, 877725, 921443, 930352
      Unexpected number of Citation Trail results. This has been fixed.
    • November 2021 PRM-44238 SF: 881199
      For accessibility, the Digitization Request form did not provide an announcement when opened and when changes were made to the form. This has been fixed.
    • November 2021 PRM-43967 SF: 869405
      Sticky facet shows "undefined" for publication date. This has been fixed.
    • November 2021 PRM-43891 SF: 961802, 992135
      Getting security error when using action to Refworks because Primo is using an http template. This has been fixed.
    • November 2021 PRM-43609 SF: 854372
      Local fields are indexed as one field, affecting exact search. This has been fixed.
    • November 2021 PRM-43227 SF: 807653
      No actions recorded in Primo Analytics for Controlled vocabulary additions. This has been fixed. For more information, see Ongoing Analytics Improvements.
    • November 2021 PRM-43222 SF: 842339
      Wrong appearance's format of applied sticky facets in Active filters. This has been fixed.
    • November 2021 PRM-43102 SF: 823496, 823507, 823511, 823523, 840011
      My account infinite loop for SAML users without Alma users. This has been fixed.
    • November 2021 PRM-42828 SF: 788135
      NVDA screen-reader repeats the availability status 3 times. This has been fixed.
    • November 2021 PRM-42272 SF: 747291
      Search queries that included a colon didn't create phrase search in lsr fields. This has been fixed.
    • November 2021 PRM-40637 SF: 619301, 949216
      In some cases, Did-You-Mean was not getting suggestions. This has been fixed.
    • November 2021 PRM-40064 SF: 587132, 785836
      When searching in Chinese, Primo didn't highlight all characters. This has been fixed.
    • November 2021 PRM-39916 SF: 612707, 867122, 886167
      After sign-in from institutional IP, onCampus was set to false. This has been fixed.
    • November 2021 PRM-39797 SF: 851446
      NUI - Accessibility - Main menu - show more - Can't reach sign-in frame (Alma login). This has been fixed.
    • November 2021 PRM-39515 SF: 578052, 578887, 581925, 591843, 614522, 625548, 634890, 664547
      In the new UI, when exporting records in bulk to the RIS format, invalid records were exported. With this fix, invalid records are no longer exported, and a warning message is provided. For more information, see Exporting records in bulk – handling of invalid records.
    • November 2021 PRM-39129 SF: 533803
      In the new UI, alphanumeric sort order of facet values in Chinese were incorrect. This has been fixed.
    • November 2021 PRM-35736 SF: 900404
      In the new UI, the Facet's tooltip and Sticky facet's tooltip were displayed one above the other. 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.

      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
      Improved phrase matching in full text for CDI records.
    • 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.

    CDI-Related Updates

    Starting with the November release of CDI, this section lists the fixes and enhancements associated with CDI by their release date to ensure that Primo/VE customers are aware of the availability of these updates.

    CDI updates are released on the first Wednesday of the month. For example, you can visit this section to track CDI-related items that are released in upcoming months: November 3, 2021, December 1 2021, January 5, 2022, and so forth.


    November 3, 2021

    • CDI support for the Exclude eBooks in CDI Results feature for Primo and Primo VE. 

    October 21, 2021

    • The CDI Activation Analysis Tool can be used to check a specified CDI record in your results list to see which collection activation in Alma or SFX caused the record to appear in the results and to determine why its full text is flagged for availability or not. For additional information regarding the tool and its usage, see CDI Activation Analysis

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