Primo 2024 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 additional information regarding HTML and JavaScript changes associated with accessibility and third-party software.
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Click here to view the monthly release and maintenance schedules.
Features
Verbatim Search Option for CDI Searches
November 2024 - 
NERS Enhancement (ID #8210) PRM-47872
CDI currently supports the cross-searching of various forms of the same word (or, in some cases, cross-searching of synonyms) in text fields, such as Title and Abstract. For example, searching for raccoon returns records containing the word raccoons, and searching for theater returns records containing theatre. The following cross-searches are commonly applied to non-verbatim searches:
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Stemming or Lemmatization – such as book vs. books and chanter vs. chante
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Spelling Normalization – such as theater (American spelling) vs. theatre (British spelling)
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Character Normalization (including handling of diacritics) – such as fiancé vs. fiance and 横浜 vs. 横濱
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Compound Words – such as healthcare vs. health care
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Synonyms – such as ordenador vs. computadora
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Casing Normalization – such as Book vs. book
CDI's new Verbatim Search feature disables the cross-searching of these variations (except Casing Normalization) when the phrase search syntax (with double quotes) is used. In addition, this functionality supports queries that include a single word in double quotes.
Examples:
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"raccoon" → returns matches with raccoon, but not raccoons.
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"raccoons" → returns matches with raccoons, but not raccoon.
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"sea otter" → returns matches with sea otter, but not sea otters.
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"sea otters" → returns matches with sea otters, but not sea otter.
CDI does not support phrase searching of stop words when phrases end with stop words. For example, in the "cats in may" phrase, the words in and may are stop words. As a result, the search matches the word cats and ignores the words in and may.
This functionality is enabled by default and is applied when using the is (exact) search operator and when phrases are enclosed in double quotes. In the following example, the exact phrase is matched verbatim and does not match any other variations of the phrase.
Configuration Options
This functionality is enabled by default. To disable this functionality, add and set the new cdi_verbatim_phrase_search_enabled parameter to false in the Institution Properties mapping table (Primo Home > Advanced Configuration > All Mapping Tables). For more details, see Configuring Institution Properties in Primo.
Support HTML Coding in Labels - Phase 2
November 2024 - NERS Enhancement (ID #8134) URM-208855
Support for HTML coding for labels varies between codes in Primo, and in some cases, there is very little support. With this phase, 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 | Description |
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GetIT! Tab1 code table (Primo Home > Advanced Configuration > All Code Tables) |
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Report a Problem Labels code table (Primo Home > Advanced Configuration > All Code Tables) |
default.report.email |
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GetIT! Tab2 code table (Primo Home > Advanced Configuration > All Code Tables) |
default.getit.alma_tab2_full |
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Collection Discovery code table (Primo Home > Advanced Configuration > All Code Tables) |
default.nui.colldiscovery.subcollections.title |
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Basic Precision Operator code table (Primo Home > Advanced Configuration > All Code Tables) |
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For more details, see List of Codes Supporting HTML.
Support Bulk Export of All Search Results
August 2024 - NERS Enhancement (ID #8126) URM-192377 (Updated January 31, 2025)
Previously, users could export a maximum of 50 results at a time. Now users can export all results, but the exported records are limited to a maximum of 5000 records each for local and CDI search results. The results are placed in a file of the selected format and sent to the specified email address.
To export all results, the user must sign in and select at least one item to display the Export All Results option that appears above the results list:
After selecting the new option, users can choose from one of the following formats: Excel/CSV, RIS, or BIBTEX.
If you are attempting to export more than the maximum number of records permitted, the following message appears prior to sending the export. You have the option to close the request without sending the export. In the following example, a maximum of 10,000 records (5000 local and 5000 CDI records) is exported.
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The exported list of records will match what is displayed in the UI:
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Dedupmrg records are exported like any other record.
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Only the preferred record is exported for FRBR groups.
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The sort order of search results may differ from the order of records returned in the export file.
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This functionality is not supported on mobile devices.
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With the Excel export only, links display as full links instead of permalinks.
Analytics for Bulk Export
To support this functionality, the following actions have been added to the Action Usage subject area:
| Group | Subgroup | Action | Description |
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Results List |
Records All Excel |
Send all records to user email Excel |
User selected to send all results in an XSLX or CSV file to email. |
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Records All RIS |
Send all records to user email RIS |
User selected to send all results in a RIS file to email. |
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Records All BibTex |
Send all records to user email BibTex |
User selected to send all results in a BibTex file to email. |
These actions are triggered only after selecting Send (not the Export button).
Configuration Options for Bulk Export
This functionality is enabled by default. Refer to the following table to disable this functionality or configure related options.
| Element | Description |
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View Properties Mapping Table (Primo Home > General > Mapping Tables) |
The new export_all_records parameter is enabled by default (true). To disable this functionality, set it to false. For additional information, see Configuring View Properties. |
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Results Tile code table (Primo Home > General > Code Tables) |
The following code was added to allow customization and translation of the new Export All Results button:
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aria Labels code table (Primo Home > General > Code Tables) |
The following codes were added to support accessibility for the Export All Results functionality:
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Keeping this item Tile code table (Primo Home > General > Code Tables) |
The following codes were added to support accessibility for the Export All Results functionality:
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Send Email and Sms code table (Primo Home > General > Code Tables) |
The following codes are used to allow customization and translation of the text used in the export email body:
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Gradual Transition to Quicklinks
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
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.
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 |
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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:
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Subject field (Normalized) – This indexed field includes only subjects that match the CDI controlled vocabulary. They are deduplicated and normalized.
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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 |
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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). |
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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. |
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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. |
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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):
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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):
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Automatically Enable Quicklinks
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.
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.
Support HTML Coding in Additional Labels - Phase 1
February 2024 - NERS Enhancement (ID #8134) 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 |
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View It Labels code table (Primo Home > General > Code Tables) |
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Error Messages Labels code table (Primo Home > General > Code Tables) |
• default.nui.search.error.ui.server.error.header |
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Citation Labels code table (Primo Home > General > Code Tables) |
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Collection Discovery Labels code table (Primo Home > General > Code Tables) |
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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. |
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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
- 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 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
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.