Primo 2022 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.
Features
Give Us Feedback Tool (NERS)
May 2022 PRM-45818
Primo now allows end users to report an issue or provide feedback to the library. Once enabled, end users can perform the following steps to send a letter to the feedback manager at the library:
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To open the feedback tool, select the feedback icon
, which displays at the bottom right corner of the UI. For mobile devices, select Give Us Feedback after selecting the ellipsis at the top right corner. -
Select the type of issue (subject) that you are reporting. The institution can configure and display a maximum of four issue types.
Select Issue Type - Four Issue Types Displayed -
Specify the following information:
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Subject – Update the issue type if different from what was entered in the previous step.
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Problem description – (Optional) Enter the description of the issue or feedback.
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Email – (Optional) Specify your email address to allow the feedback team to get back to you in case more information is needed to resolve the issue or to just let you know that the issue has been received or resolved.
Specify Feedback Details -
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Select Send to send the feedback. The following message displays if the feedback is successfully sent to the feedback manager.
Feedback Sent Successfully -
To close the tool, select either Close or the X icon. If you want to send another feedback, select Send another feedback.
The feedback email includes the following information if provided: sender's email, description, UI page's URL, browser, and device. For example:
Subject: New feedback received from a Primo user - Report a Broken Link
Hello,
You got a new feedback from Jimmy.Johns@gmail.com.Problem Description: Link is broken in the first record of the search results.
Relevant URL: https://sqa-na01.alma.myinst.com/discovery/search?query=any,contains,covid%20therapeutics&tab=Everything&search_scope=MyInst_and_CI&vid=PRIMO_OAP_INST:Alma&lang=en&offset=0
Browser: Google Chrome
Device: DesktopThank you
* Please note we make the best effort to ensure that this message is error and virus free.
If you don't trust the sender of this message do not click on any of the above links, respond to the email, or provide any sensitive information.Sample Feedback from UserThe browser and device information is not included if the user does not provide a return email address in the feedback form.
Analytics - Feedback Tool
To support this functionality, the following action been added to the Action Usage subject area:
| Group | Subgroup | Action | Description |
|---|---|---|---|
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General |
Report a Problem |
Click on Give Us Feedback |
The user opened the feedback tool. |
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Choose category 1 |
The user selected category 1 (code = default.report.option1). |
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Choose category 2 |
The user selected category 2 (code = default.report.option2). |
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Choose category 3 |
The user selected category 3 (code = default.report.option3). |
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Choose category 4 |
The user selected category 4 (code = default.report.option4). |
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Send feedback |
The user sent a feedback. |
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Send another feedback |
The user selected the Send another feedback option. |
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Close the Give Us Feedback window |
The user closed the feedback tool by either selecting Close or the X icon. |
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Send message was failed due to server error |
The user sent a feedback and received an error message. |
Configuration Options
This feature is not enabled by default. The following table lists the configuration options associated with this functionality. For more details, see Configuring the Feedback Tool for the New Primo UI.
| Element | Description |
|---|---|
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Report a Problem mapping table (Primo Home > General > Mapping Tables) |
This new mapping table allows you to activate and configure this functionality at the view level only. |
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Report a Problem Labels code table (Primo Home > General > Code Tables) |
This new code table allows you to customize and translate the labels and error messages associated with the Feedback Tool. In addition, it allows you to customize the content of the feedback letter. |
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aria Labels code table (Primo Home > General > Code Tables) |
This code includes the codes that provide accessibility support for this functionality. |
Display Multiple Links in View It (NERS)
May 2022 PRM-45574
Instead of Primo displaying a single preferred link from CDI, this enhancement allows users to choose from other options to view full text in the View Online section of the record's full display. When this functionality is enabled and CDI returns multiple linking options to view full text, the Show More link appears under the preferred linking option.
The following example shows the preferred linking option with the group headings defined:
Selecting the Show More option displays additional link options that are grouped in the following order if they exist:
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Direct links from CDI (excluding open access links) return in the following fields of the PNX:
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links/linktorsrc field – Only one of these fields is permitted, and if provided, it includes either a Link in Record link or a special template.
and/or: -
links/linktorsrcadditional – Multiple occurrences of this field is permitted, and each includes an additional direct link from CDI.These links are sorted by provider, which is returned in the $$G subfield.
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Link resolver:
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OpenURL links from Alma/SFX return in the links/openurladditional field, which is limited to a single field.
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OpenURL related services from Alma.
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Open Access links from CDI return in one or more links/linktorsrcadditional fields. Open access records have the $$H subfield set to free_for_read. These links are sorted alphabetically by provider name, which is returned in the $$G subfield.
If the Do not proxy Open Access records option is enabled in the Institution Wizard (Primo Home > General > Institutions List) and CDI returns multiple links, Primo determines whether a link is open access only if the $$H subfield is set to free_for_read.
The following example shows all linking options with the group headings defined:
Regardless of whether the feature is enabled, note that the format of the links in View Online/View it has changed slightly:
Old format:
New format:
Configuration Options
This functionality is disabled by default. For information on how to enable this functionality and configure related settings, see the following table.
| Configuration Page | Description | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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View Properties mapping table (Primo Home > General > Mapping Tables) |
When set to true, the new display_all_links parameter instructs CDI to return all available full text links so that they are selectable in a record's full display. If set to false, CDI returns only the preferred link. |
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GetIT! Link 1 Configuration mapping table (Primo Home > General > Mapping Tables) |
The following mapping was added to provide linking for the new functionality:
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GetIT! Tab 1 Text Configuration mapping table (Primo Home > General > Mapping Tables) |
The following mapping was added to provide the label for the link to access all full text links:
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GetIT! Tab1 Labels code table (Primo Home > General > Code Tables) |
The following codes define the labels for showing more or less links at a time:
The following codes allow you to add a section heading for each type of link:
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Aria labels code table (Primo Home > General > Code Tables) |
The following code are used for accessibility:
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Calculated Availability Text Labels code table (Primo Home > General > Code Tables) |
The following codes define the text labels for calculated availability:
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Advanced Search - Improved Visibility of Search Results (NERS)
May 2022 PRM-45820
After performing an advanced search, the Search Criteria section is collapsed so that search results display more prominently on the page, especially for mobile devices, tablets, and smaller laptops. Users can quickly make changes to their current search by editing fields in the Summary line and then selecting the SEARCH button.
If users would like to make more significant changes to their search query, they can select the Expand icon to display the Search Criteria section as it was displayed previously.
Configuration Options
This functionality is enabled for you. The following table lists configuration associated with this functionality.
| Element | Description |
|---|---|
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Search Tile code table (Primo Home > General > Code Tables) |
The following code was added for the display label of the Search Criteria section on the Advanced Search page: default.nui.search-advanced.searchCriteria – Search Criteria |
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aria Labels code table (Primo Home > General > Code Tables) |
To support accessibility, the following code was added for the display label of the Search Criteria section on the Advanced Search page: default.nui.aria.search.searchCriteria – Search Criteria |
Improved CSL Mapping - Differentiate Authors and Creators
May 2022 PRM-36608
Previously, there was no distinction made between Author and Contributor names when creating a record's citation. With this enhancement, the Citation export action now includes the role (such as editor or illustrator) if defined in MARC 100 or 700 subfield e so that the contributions of each author/contributor is indicated in the citation.
This functionality is applicable to all CSL styles.
For example, if the source record has the following authors and contributors:
100 1# $$a Cole, K. C. $$e Translator
700 1# $$a Martin, Debra L., $$e Editor.
700 1# $$a Anderson, Cheryl P., $$e Editor.
Its citation appears as follows in the MLA (8th edition) format:
Configuration Options
This feature relies on the following configurations:
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Update your Normalization Rules to include the creatorfull and contributorfull fields, which have been added to addata section of the PNX and are used to ensure that citation data is mapped correctly for creators/contributors and their respective roles. These fields include the following subfields and suggested mappings:
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$$N - (Required) The full name of the creator/contributor.
Add $$N Subfield to Creatorfull Field
Add $$N Subfield to Contributorfull Field -
$$L - The last name of the creator/contributor.
Add $$L Subfield to Creatorfull Field
Add $$L Subfield to Contributorfull Field -
$$F - The first name of the creator/contributor.
Add $$F Subfield to Creatorfull Field
Add $$F Subfield to Contributorfull Field -
$$R - (Required) The role of the creator/contributor, which is mapped using the MARC 100/700 subfield e in the source and the new CreatorContrib_full mapping table.
Add $$R Subfield to Creatorfull Field
Add $$R Subfield to Contributorfull Field
PNX example:
<Creator_full>$$NCole, K. C$$LCole$$FK. C$$Rtranslator
<Contributor_full>$$NMartin, Debra L$$LMartin$$FDebra L$$Reditor
<Contributor_full>$$NAnderson, Cheryl P$$LAnderson$$FCheryl P$$Reditor
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Configure the CreatorContrib_role mapping table, which maps the role found in 100/700 subfield e to the $$R subfield in the creatorfull and contributorfull fields. The following table lists the out-of-the-box values:
Source Code (700/100 subfield e) Target Code ($$R) Writer of accompanying material secondary contributor Writer of added commentary secondary contributor Interviewer interviewer Illustrator illustrator Writer of preface secondary contributor Writer of added text secondary contributor Author author Writer of added lyrics secondary contributor Composer composer Editor editor Author of introduction, etc. secondary contributor Author of afterword, colophon, etc. secondary contributor Author of dialog secondary contributor Writer of supplementary textual content secondary contributor Translator translator Director director Author in quotations or text abstracts secondary contributor Writer of introduction secondary contributor Editor of compilation editor -
The case of the letters in the source (subfield e) must match the case specified in the Source Code column to return a Target Code in subfield $$R.
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The supported target codes are author, composer, director, editor, illustrator, interviewer, secondary contributor, and translator.
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Secondary contributors are not sent to CSL.
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Contributors that do not have a role are treated as authors.
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If no roles are specified, all contributors are considered authors and are sent to CSL with the aulast, aufirst, auinit, au fields instead of the creatorfull and contributorfull fields.
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Ability to Include or Exclude Full Text Matches in CDI
May 2022 PRM-46058
Users now have the ability enable/disable searches within full text to increase performance and to provide a more focused results set. When end user selection is enabled for this feature, the Search in Full Text option displays for searches that include the Central Index scope .
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The user's setting of the Search in Full Text slider is persistent for the entire session and applies for all searches in CDI scopes even if the user signs in after changing this setting. If Primo's UI page is refreshed, this slider returns to its default setting.
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In addition, the Expand My Results option has been changed from a checkbox to a slider.
Analytics - Include/Exclude Full Text Matching
To support this functionality, the following action been added to the Action Usage subject area:
| Group | Subgroup | Action | Description |
|---|---|---|---|
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Results List |
General |
Search CDI FullText - Activate |
The user enabled searches in full text. |
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Search CDI FullText - Deactivate |
The user disabled searches in full text. |
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The name of the Expand CDI Results (Checked) action has been changed to Expand My Results - Activate because this action is now initiated with a slider. |
The user has elected to expand results to also include CDI records that do not have full text. |
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The name of the Expand CDI Results (Unchecked) action has been changed to Expand My Results - Deactivate because this action is now initiated with a slider. |
The user has elected to limit results only to CDI records that have full text. |
Configuration Options
By default, this capability is disabled and full text is always checked for matches. The following table describes the configuration options to enable this functionality.
| Element | Description |
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View Properties mapping table (Primo Home > General > Mapping Tables) |
The following options are supported for the new CDI_FullText_search parameter:
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Results Tile code table (Primo Home > General > Code Tables) |
The following codes have been added to support the customization and translation of labels associated with this feature:
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aria Labels code table (Primo Home > General > Code Tables) |
The following codes have been added to provide accessibility for this functionality:
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Support Persistent Suggestions in Resource Recommender
May 2022 PRM-46033
Each resource type now allows you to display its recommendations for every search without having to match a searchable tag. These resources appear first, and if more than three suggestions are configured, you can view all persistent suggestions and the other matching suggestions by selecting the See all suggested resources link.
In the following example, the first suggestion on the left is persistent and appears first in the list of suggestions from Resource Recommender:
Configuration Options
To Support this functionality, the Display Always column was added to the Resource Recommender page (Primo Home > FE & Delivery > Resource Recommender). When set to true, the suggestion displays for every search. The order in which it displays in the suggested results is determined by the priority of the suggestion's resource type.
For more details, see Resource Recommender for Primo.
Quicklinks to Full Text for CDI Records
February 2022 PRM-44683
When enabled, this functionality embeds links to PDF/HTML full text for CDI records directly into the brief display to provide a convenient and quick way for users to access full text with a single click. Quicklinks provides links to both free to read content and paywalled content. For more details, see Quicklinks in Primo and Primo VE.
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 > General > Mapping Tables) |
To enable this functionality, create and set the enable_quicklink_icons parameter to true for your view. |
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Aria Labels code table (Primo Home > General > Code Tables) |
The following code is used for screen readers:
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Full Display Labels code table (Primo Home > General > Code Tables) |
The following codes are used to customize and translate the display labels and tooltips for this functionality:
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Analytics for Quicklinks
To support this functionality, the following actions have been added to the Action Usage subject area:
| Group | Subgroup | Action | Description |
|---|---|---|---|
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Document |
Link |
Link to PDF fulltext using CDI Quicklink |
The user selected a PDF Quicklink. |
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Document |
Link |
Link to HTML fulltext using CDI Quicklink |
The user selected an HTML Quicklink. |
Show Journal Coverage Dates in Brief Results and Journal Search (NERS #6718)
February 2022 PRM-44022
For electronic journals managed in Alma, you now have the option to display a coverage summary by year in its availability statement in the results on the Library Search, Journal Search, and My Favorites pages, reducing the need to view the journal's full display to get coverage information. The coverage summary will include a maximum of three date ranges. If there are more than three, the summary will include the more label.
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Because the coverage information is calculated in real time, it will not appear instantly in the results.
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If a journal is available with no limitations and its portfolios do not contain any date ranges, coverage information will not display in the availability statement.
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Coverage information may include a single embargo, and if multiple embargoes exist, only one of them will appear in the coverage. If there a more than three date ranges in the coverage, the embargo will be excluded from the coverage if it exists.
Configuration Options
This functionality is disabled by default. The following table lists the configuration options associated with this feature.
| Component | Description |
|---|---|
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Institution Properties mapping table (Primo Home > Advanced Configuration > All Mapping Tables) |
To display the coverage information for electronic journals on the Brief Results and Journal Search pages, set the brief_results_journal_coverage parameter to true. Following the calculation of journal coverage in brief results, institutions using direct linking may see incorrect Link Resolver usage data in Alma Analytics reports. Until this issue is resolved, it is recommended that you disable journal coverage if you are using direct linking. This issue is expected to be resolved in the May 2022 release. |
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Calculated Availability Text code table (Primo Home > Advanced Configuration > All Code Tables) |
The following codes were added to support the customization and translation of the labels used for this functionality:
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Option to Hide Offensive Subject Terms to Support Diversity, Equity, and Inclusion (DEI)
February 2022 PRM-45303
This functionality allows you to create a list of inappropriate or offensive words and phrases (in any language) that should be hidden in Subject fields that appear in the full display, brief results, and facets. When configured, the excluded words/phrases are not case-sensitive and must match the contents of the Subject field exactly.
For example, if the word nutrition is excluded, Subjects containing only the word nutrition are not displayed, while Subjects that contain the word nutrition as part of a phrase (such as nutrition periodicals) will continue to be displayed.
Configuration Options
The DEI - List of Terms to Exclude from Subject Heading section has been added to the Edit Institution page (Primo Home > Ongoing Configuration Wizards > Institution Wizard) has been added to support this functionality. Per line, add the offensive word or phrase (in any language) that you want to exclude from display in the Subject headings. The exact words/phrases are not case-sensitive. For more details, see Loading the DEI File.
Expand Database Search (NERS #7199)
February 2022 PRM-45650
Previously, searches performed in Database Search matched only on the title. Searches are now expanded to all fields (such as subject and author) and DB categories.
Configuration Options
This functionality is enabled by default, but searching by DB categories requires additional configuration and re-indexing. The following table lists the configuration options associated with this functionality. For complete configuration, see Configuring the Database Search Interface.
| Configuration Page | Description |
|---|---|
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Institution Properties mapping table (Primo Home > Advanced Configuration > All Mapping Tables) |
The expanded Database Search functionality is enabled by default. If you prefer to search by title only, set the new expanded_db_search parameter to false. |
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Normalization Set Editor (Primo Home > Local Data > Normalization Sets) |
The search/dbsearch field has been added to the following templates to map DB categories from your source records: Alma MARC - Template and Alma UNIMARC - Template. To enable searching by DB category, you must create a normalization rule for search/dbsearch that includes the following mapping information:
For example:
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DB Search code table (Primo Home > Advanced Configuration > All Code Tables) |
If you provide translations for DB categories, add codes and translations for each DB category that includes the following characters:
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Search Tile code table (Primo Home > Advanced Configuration > All Code Tables) |
The following code has been added to support the display label that appears in the search box on the Database Search page when the expanded DB Search functionality is enabled: default.nui.databasesearch.searchbox.expanded – Enter a search term
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Ongoing Accessibility Improvements (February)
February 2022 PRM-46173
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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The screen reader was not picking up the error message after submitting hold requests that were missing required fields. This has been fixed. To support this functionality, the following code was added to the Request Tab Labels code table:
Code Description default.nui.mandatory.header Please fill in the following mandatory fields to proceed:
Additional Enhancements
- May 2022 PRM-46292
Apache 2.4 Upgrade for On-Premises Customers – For more details, see Upgrade to Apache 2.4 for Primo PDS. - May 2022 PRM-38368
Display Time Zone for Loan Alerts – You can now display the time zone next to the loan alert date in My Library Card by setting the new display_loan_timezone parameter to true in the View Properties mapping table (Primo Home > General > Mapping Tables).
Time Zone Displayed in Loans Tab
Resolved Issues
- February 2022 PRM-45883 SF: 5324771, 6290243
For details, see Track Sort by Date in Analytics. - February 2022 PRM-46202 SF: 6245724
Log files were growing too rapidly since November 2021 release. This has been fixed. - February 2022 PRM-45590 SF: 5301342
The structural markup of the My Account page made the content inaccessible to some users. This has been fixed. - February 2022 PRM-45134 SF: 5299326
Facets that contained a comma failed when using the PrimoWebServices/xservice API. This has been fixed. - February 2022 PRM-44244 SF: 5536997, 5311463, 5310441, 5308397, 5301767, 5300344, 5299293
In some cases, an incorrect number of citation trail results were returned. This has been fixed. - February 2022 PRM-43974 SF: 5808661, 5460387, 6048543, 5306531, 5303207, 5308499, 5437248, 5583746, 5324541, 5413157, 5308438, 5429608, 5464478, 5460912, 5322403, 5318093, 5312454, 5317837, 5357488, 5308832
The citation trail was displayed inconsistently for full and brief results. This has been fixed. - February 2022 PRM-42719 SF: 5312253
NVDA screen reader users were unable to navigate the results using the up/down arrow keys. This has been fixed, but users must enable the "Automatic focus mode for caret movement" option in NVDA -> Preferences -> Settings... -> Browse mode. - February 2022 PRM-40192 SF: 5311387, 5311731, 5920878
Users could not add tags when the record ID contained a forward slash (/). This has been fixed. - February 2022 PRM-45476 SF: 5309028, 5317732, 5330766
For CDI records, snippets display only when the search term is found in the snippet. This is not new functionality, but the label of the field that enables the display of snippets when a search term is found in any field has been changed to the following in the Views Wizard > Brief Results Tile:
Brief Results Tile in Views Wizard - February 2022 PRM-43226 SF: 5309028, 5317732, 5330766
Facet check boxes on IOS devices required a double-tap to include them. This has been fixed, and the exclude button is always visible for facets on mobile/tablet devices (screen widths less than 1280 px). - February 2022 PRM-45998 SF: 6048841, 6211410, 6213132, 6254864
The exclude button was always visible for facets regardless of the page width. This has been fixed. For page widths above 1280 px (desktop), users must now hover the cursor over a facet to display its exclude button, and for screen sizes (mobile/tablet) and page widths (desktop) less than 1280 px, the exclude button is always visible for facets. - February 2022 PRM-45751 SF: 5298815, 5299070, 5327866
In some cases, the number of new items presented in alert emails did not accurately reflect the results provided in the consolidated link. This can happen when alerts are processed while indexing is running for CDI. The following display labels in the Send Email and Sms code table will no longer display the number of new items in alert emails to avoid confusion:Code (en_US only) Description default.alert.headingNewName
New: New items found for: {1}
Old: {0} new items found for: {1}
default.alert.headingNew
New: New items found for the search query: {1}
Old: {0} new items found for the search query: {1}
If you have customized these parameters, the above changes are not applied for you. In addition, these changes are not applied to any translations.
- February 2022 PRM-45165
The page was not titled according to the area's name after the record's full view was opened and closed. This has been fixed. Note that the default.main.title code is now used instead of the default.nui.brief.title code in the Header/Footer Tiles code table. For more details, see Configuring the Page Title in the New UI. - February 2022 PRM-45590 SF: 5301342
Library user account page, semantic tagging. This has been fixed. - February 2022 PRM-45286 SF: 5307393, 5317399, 5318855
Provider name is displayed with HTML entities in the Links section. This has been fixed. - February 2022 PRM-45058 SF: 5299116
In the new Primo UI, logged-in user change of Interface language also changes user's Default language. This has been fixed. - February 2022 PRM-44891 SF: 5299504, 5333195
Buttons via JAWS' form list isn't working. This has been fixed. - February 2022 PRM-44676 SF: 5298885, 5310697, 5850375
Advanced Title "starts with" search in all caps returns zero results. This has been fixed. - February 2022 PRM-43716 SF: 5332460
Primo Request type filter in my library card gets empty REQUESTS page when all requests of a specific type are cancelled. This has been fixed. - February 2022 PRM-43613 SF: 5330029
EBSCO plugin - FacetConversion parameter does not work for multiple custom facets. This has been fixed. - February 2022 PRM-41598 SF: 5299638, 5930049
In the new Primo UI, the Collection Discovery page in mobile miss-location. This has been fixed. - February 2022 PRM-30486 SF: 5299615
The Get author first name and Get author last name transformation routines did not work for Hebrew. This is fixed by using the following new transformation routines for Hebrew: Get author first name non latin languages and Get author last name non latin languages.