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    Primo 2024 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 additional information regarding HTML and JavaScript changes associated with accessibility and third-party software.

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


    What's New in February?

    To download the slides for this presentation, select PDF.

    Features

    May 2024 PRM-47667
    Quicklinks is a convenient and efficient way for users to access full-text documents from within the search results using a single click. In the February release, we added the auto_switch_quicklinks customer parameter to the Institution Properties mapping table (Primo Home > General > Mapping Tables) to encourage the use of this efficient and cost-free feature and to provide customers an opportunity to opt out of the automatic enablement of Quicklinks prior to the May release.

    For customers who opted out prior to the May release, you may enable Quicklinks by setting the auto_switch_quicklinks customer parameter to true. If you want to opt out after the May release, set this parameter to false. You can always opt in at any time. For more information, see Configuring Institution Properties in Primo.

    With the May release, the enablement of the Quicklinks feature is no longer based on the view-level parameter in the View Properties mapping table (Primo Home > General > Mapping Tables).

    Translate Letter Names for Patron Opt-In/Out in My Library Card

    May 2024 URM-211923
    Libraries that enable patrons to use Primo to select letters for opt-in/out can now configure and translate the letter names.

    Primo Letter Opt In Out.

    Primo Letter Opt In/Out

    The Library Notices Opt In Display code table (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Library Notices Opt In Display) has been added to Alma to support this functionality. For more details, see Configuring Display Labels for Library Notices Opt-In for Primo

    For additional configuration information, see Configuring Library Notices Opt-In.

    New Linking Template for InfoBase

    May 2024 PRM-47743
    The following template has been added to the Templates mapping table (Primo Home > General > Mapping Tables) to support InfoBase collections other than the Films on Demand collection. For more information, see Special links configuration in CDI for Primo and Primo VE.

    Provider Template Name Syntax Instructions

    InfoBase Publishers, Inc.

    infobase_pub_linking (All InfoBase collections except for Films on Demand)

    http://online.infobase.com/Auth/Index?aid={customerID}&itemid={{control/addsrcrecordid}}&articleId={{control/sourcerecordid}}

    Search for template infobase_pub_linking and in the template replace {customerID} with aid code as provided by InfoBase.

    CDI Subject Normalization

    February 2024 PRM-47492
    Following customers feedback that the subject terms in Primo were inconsistent, not normalized, duplicative, and lead to user confusion, we undertook a project to vastly improve the quality of CDI subject terms. Subject terms are being received in CDI in various formats and styles from providers and aggregators. To address the reported issues, incoming subject terms are now mapped to a controlled vocabulary, which is based primarily on LCSH and MeSH. The outcome of this mapping is the following:

    • Subject field (Normalized) – This indexed field includes only subjects that match the CDI controlled vocabulary. They are deduplicated and normalized.

    • Keyword field – This new field includes all subjects that could not be mapped against the CDI controlled vocabulary. These subjects are considered keywords, which are also indexed and searchable.

    When disabled, the existing Subject field for display, search, and facets is used.

    Configuration Options

    This functionality is disabled by default. Refer to the following table to enable this functionality and related options.

    Element Description

    View Properties mapping table (Primo Home > General > Mapping Tables)

    The new use_normalized_cdi_subjects parameter enables CDI's normalized Subject index. The valid values are  true or false (default is disabled).

    Views Wizard > Brief Display > Brief Results tile (Primo Home > Ongoing Configuration Wizards > Views Wizard)

    The new Keyword field can be configured to appear in the Brief Display lines.

    Views Wizard > Full Display > Full Results tile (Primo Home > Ongoing Configuration Wizards > Views Wizard)

    The new Keywords field can be configured to appear in the Details section in the Full Display.

    Full Display Labels code table (Primo Home > General > Code Tables)

    The following code was added to support the customization of this label in the Full Display (English only):

    • default.fulldisplay.keyword – Keywords

    FrontEnd Display Fields code table (Primo Home > General > Code Tables)

    The following code was added to support the customization of this label in the Back Office (English only):

    • keyword – Keyword

    February 2024 PRM-47666
    Make your end users’ search and discovery experience smooth and seamless with Quicklinks, which automatically embeds direct links to PDF and HTML full-text documents within the search results. With over 40 content providers supplying direct links and over 1.5 billion articles supported by Quicklinks, users can spend less time navigating to full text and devote more time exploring the valuable resources available to your patrons. Hundreds of institutions are already using Quicklinks, seamlessly exposing links to their patrons. 

    With the May release, our plan is to enable Quicklinks automatically for all customers, but you have the option to opt out of its automatic enablement.

    Quicklinks in View.

    Quicklinks Enabled in View

    For more details regarding Quicklinks, see Quicklinks in Primo and Primo VE.

    Configuration Options

    The Quicklinks feature is disabled by default, but it will be enabled automatically if you do not opt out prior to the May release. If you decide to opt out, you can enable it manually any time after the May release.

    If you have enabled the Quicklinks feature in a view, you will continue to display Quicklinks after the May release.

    To opt out of automatic enablement:
    Set the new auto_switch_quicklinks parameter to false in the Institution Properties mapping table (Primo Home > General > Mapping Tables). The default value is true.  If you have enabled Quicklinks in the View Properties mapping table, you will continue to receive Quicklinks regardless of this setting.  After the May release, this parameter will have no effect on your Quicklinks settings.
    To enable Quicklinks before and after the May release:
    Set the enable_quicklink_icons parameter to true in the View Properties mapping table (Primo Home > Advanced Configuration > All Mapping Tables).

    Support HTML Coding in Additional Labels (NERS #8134)

    February 2024 URM-195782 (Updated February 21, 2024)
    Support for HTML coding in labels varies between codes in Primo, and in some cases, there is very little support. With this release, the working group has selected a set of codes and fields that allow HTML coding, including the <href> tag for linking. HTML support has been added to the following codes/fields:

    Code Table/Field Description

    View It Labels code table (Primo Home > General > Code Tables)

    • c.uresolver.availableOnline.service_is_temporary_unavailable

    Error Messages Labels code table (Primo Home > General > Code Tables)

    •    default.nui.search.error.ui.server.error.header
    •    default.nui.search.error.ui.server.error

    Citation Labels code table (Primo Home > General > Code Tables)

    • default.citation.labels.disclaimer

    Collection Discovery Labels code table (Primo Home > General > Code Tables)

    • default.nui.colldiscovery.lobby.description

    Description field in the General tab on the Collection Resources Editor page (Resources > Manage Inventory > Manage Collections)

    Defines the description for the collection. To translate the description, select the Globe icon next to the field.

    Public Note field in the Services tab on the Service Details page (Configuration > Fulfillment > Discovery Interface Display Logic > General Electronic Services)

    Defines a public note for the General Electronic Service. To translate the public note, select the Globe icon next to the field.

    Additional Enhancements

    • May 2024 PRM-47751
      EndNote Icon for Primo Export Options – The EndNote icon has been updated to eliminate multiple elements and style attributes that required CSS manipulations to maintain it.
    • February 2024 PRM-46864 SF: 06467064
      Support Translation of Library Notices – In the initial release of the ability to opt in/out of library notices from My Library Card, the notices did not reflect the interface language. With this update, the library notices are now translated based on interface language. No configuration is necessary. For more details, see Configuring Library Notices Opt-In.

      Library Notice options in Personal Details section of My Library Card.

      Library Notices in My Library Card
    • February 2024 URM-204293
      Resource Types Filter Bar - Additional UX Improvements – Added the following improvements to the Resource Type Filter Bar:
      • When hovering over unselected resources, the cursor now indicates that the resource is selectable.
      • For RTL languages, the icons and text for the More field's menu now support the RTL direction.
      • For the Hebrew interface, the more field is now aligned properly.
    • February 2024 PRM-47562
      New Linking Templates for CDI Content – The following templates have been updated in the Templates mapping table (Primo Home > General > Mapping Tables) to support Moazine and Toyo Keizaie content:
       
      Provider Parameter Key Description

      Moazine

      moazine_magazine_linking

      To configure the template, replace [XXX] with the library ID that is provided by Moazine:

      https://dl.moazine.com/lib/main.asp?dl=[XXX]&p_a=magazine&s_t=&m_id={{control/addsrcrecordid}}

      moazine_magazine_linking

      To configure the template, replace [XXX] with the library ID that is provided by Moazine:

      https://dl.moazine.com/lib/main.asp?dl=[XXX]&p_a=magazine&s_t=&m_id={{control/addsrcrecordid}}

      Toyo Keizai

      toyo_keizai_statistics_linking

      To configure this template, replace %clientID% and  %clientPassword% with the authentication key provided by Toyo Keizai:

      https://dcl.toyokeizai.net/ap/cert/%clientID%/%clientPassword%/?u=/dcl/{{control/addsrcrecordid}}/{{control/sourcerecordid}}

      For example:

      https://dcl.toyokeizai.net/ap/cert/UNT/UNT123/u=/dcl/{{control/addsrcrecordid}}/{{control/sourcerecordid}}

    Resolved Issues

    • May 2024 URM-216862 SF: 07052468
      When the expand_my_results_when_no_results parameter was set to true, no full text results were removed after enabling the Search in Full text option. This has been fixed.
    • May 2024 URM-215893 SF: 07043666, 07048506
      The bx Recommender sent users to the English interface after search began in the French interface. This has been fixed.
    • May 2024 PRM-47763 SF: 07076886
      Pipe to sftp harvest from AWS server failed with Algorithm negotiation fail. This has been fixed.
    • May 2024 PRM-47734 SF: 07015085
      Opac via Link - Get It Section - Location Links - potential regression in November 2023 ???????????. This has been fixed.
    • May 2024 PRM-47710 SF: 07004041, 07003916, 07006195, 07008510
      Citation styles using EasyBib API were not working and displayed the message 'Error occured while fetching Citation'. This has been fixed.
    • May 2024 PRM-47707 SF: 06955382
      citation_trail_filter_results feature (Nov 2023 Release) was not behaving as expected. This has been fixed.
    • May 2024 PRM-47560 SF: 07032396
      Peaks of application connections that result in DB not/partially responding events. This has been fixed.
    • May 2024 PRM-47453 SF: 06795439
      Keyboard navigation between simple and advanced searches made users navigate backward. This has been fixed.
    • May 2024 PRM-46063 SF: 05329628, 06231287, 06671122, 06675455, 06777533, 06861399, 06862863, 07020963, 07054595
      Collection Discovery item thumbnails. This has been fixed.
    • May 2024 PRM-46034 SF: 05316792, 06969846, 07098310
      For mobile devices, the search scopes under the search box for long searches were overwritten. This has been fixed.
    • May 2024 PRM-46002 SF: 06243764, 06249636, 05316773, 06024744, 06291082, 06394716, 06024691, 06438666, 06394708, 06485433, 06283540, 06687525, 06051851, 06532819, 06794099, 06432590, 06370010, 07038167, 06404380, 06313379, 06797461
      The APA 7th CSL style was not generating the first initial of the first author's first name. This has been fixed.
    • February 2024 PRM-45496 SF: 5320396, 6341903
      Letter names were not translated in My Account > Personal Settings. This has been fixed.
    • February 2024 PRM-46843 SF: 6460163
      Database display categories with more than one line aligned to the left instead of the right for Hebrew interface. This has been fixed.
    • February 2024 PRM-46844 SF: 6460173
      For mobile devices using the Hebrew interface, the menu had alignment and spacing issues. This has been fixed.
    • February 2024 PRM-46990 SF: 6544844, 6500536, 6734936
      An unclosed HTML tag caused a parsing error. This has been fixed.
    • February 2024 PRM-47016 SF: 6537471, 6547927, 6569029, 6770444
      When there were multiple locked filters, the removal of a locked filter returned empty search results. This has been fixed.
    • February 2024 PRM-47448 SF: 6810989
      In My Account > Loans, active loans in the Hebrew interface were missing a space in the header. This has been fixed.
    • February 2024 PRM-47576 SF: 6863332
      The controlled vocabulary expansion text was cut off. This has been fixed.
    • February 2024 PRM-47615 SF: 6900592
      For Journal and Database searches followed by a Journal or DB category search returned duplicate results in page number label. This has been fixed.
    • February 2024 PRM-47632 SF: 6914565
      Course icon and More from this course did not display when the course code began with the letter I. This has been fixed.
    • February 2024 PRM-47635 SF: 6910682, 6925489
      For new institutions, Primo Analytics data was missing. This has been fixed.
    • February 2024 PRM-47710 SF: 7004041, 7003916, 7006195, 7008510
      After the EasyBib API update, citation styles using the EasyBib API returned the following error message: Error occurred while fetching Citation. This has been fixed.

    CDI-Related Updates

    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 during and between releases of Primo/VE. When available, CDI updates are released on the first Wednesday of the month.

    Unless otherwise specified, these updates apply to both Primo and Primo VE environments.

    2024 Updates

    April 3, 2024

    • CDI-27929 SF: 07009838
      In some cases, the collection name for hybrid-linking collections was not included in the PNX display/source field. This has been fixed.

    February 7, 2024

    • CDI-27653 SF: 06930984
      The mapping for CDI content type Poem was changed from book to text_resource.
    • CDI-27584 SF: 06950632
      In some cases, the journal title was duplicated in the article title field in Primo search results. This has been fixed.
    • CDI-27476 SF: 06912176
      In some cases, subtitles were not concatenated with article and journal titles resulting in incorrect citations. This has been fixed by updating the PNX to include the subtitle in the addata/atitle, jtitle, title and btitle fields.
    • CDI-27252 SF: 06882439
      Artstor thumbnail images were not displayed in some Primo Search results. This has been fixed.
    • CDI-27828 SF: 06953512
      The publication date format for resource types article and magazine article were updated to display as YYYY-MM in the display/creationdate and display/ispartof PNX fields.
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