Primo 2025 Release Notes
Release:
Information provided in the Release Notes is subject to change. Occasionally, features or fixes described here may be postponed or adjusted based on production schedules or quality considerations as part of our commitment to maintaining product quality and stability.
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
Enhanced DEI Controls
November 2025 PRM-48011
CERV Enhancement (ID #9021)
Support for automated modification of terms that are deemed problematic from the standpoint of Diversity, Equity, and Inclusion (DEI), has been expanded to include a number of powerful new features. The DEI settings enable you to create a list of problematic terms – words or phrases – that require special handling if they are found in the Subject fields of resource records. The handling specified for each term is implemented in both the full and brief displays of resource records, as well as in the facets of search results.
The following options are available for handling DEI terms:
- Remove – Remove the term entirely from subjects and facets
- Replace – Replace the term with a different term in subjects (facets are not modified), and optionally add a note beside the term whenever it appears in subjects or facets
- None – Add a note beside the term whenever it appears in subjects or facets
For the Remove and None options, you can choose the Scope of the modification, namely, whether the term found in the Subject field must match the configured term exactly, or can be part of a phrase. In the latter case, if the term is found in a phrase, the entire phrase is removed or annotated. For example, if you configure a rule that removes the word immigration, and select the Part Of Phrase scope, not only would the subject immigration be hidden, the subject emigration and immigration would also be hidden.
When you choose Replace or None, you can also add information for patrons about the modification. When you do so, an Information icon (
) appears beside the term in the record and in the facets. When the patron selects the icon, a pop-up appears, displaying the message you configured for the term. The message can contain HTML, including links.
In the following example, three DEI rules were applied:
- Remove the term immigration, with the Part of Phrase scope.
- Replace the term immigrants with international job seekers, and add a note.
- Replace the term immigrants -- New York (State) -- New York with international job seekers -- New York (State) -- New York, and add a note.
These settings have the following effects on the display of this record:
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List of Subjects Without DEI Adjustments
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List of Subjects with DEI Adjustments Implemented
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The list of terms to modify for DEI purposes must be uploaded to the system in a TXT file. Each line in the file defines a single rule for a single term. The file can be uploaded by navigating to the Institutions List page (Primo Home > Ongoing Configuration Wizards > Institution Wizard): select Edit for your institution, and then, in the DEI - List of terms to exclude from Subject Heading section, upload the file.
nutrition
@@immigration
businessmen==merchants
stewardess==flight attendant((Due to DEI policy, this item includes references to <i>stewardesses</i>. For more information, see <a href="https://www.ourorg.edu/dei-policies">DEI Policies</a>.))
mailmen((Although this term may be offensive to some users, it has been left in the system, in accordance with organizational policy. For more information, see <a href="https://www.ourorg.edu/dei-policies">DEI Policies</a>.))
@@immigrants((Although this term may be offensive to some users, it has been left in the system, in accordance with organizational policy. For more information, see <a href="https://www.ourorg.edu/dei-policies">>DEI Policies</a>.))
For additional information, see Loading the DEI File.
Patron Default Sort
February 2025 PRM-47947
Previously, the default sort for advanced and simple searches was Relevance. With this enhancement, users' default sort is based on their last selected sort type. For signed-in users, this setting is retained between sessions.
This functionality is not applicable to other types of searches (such as Browse Search and Journal Search).
Additional Enhancements
- November 2025 PRM-48066
New Secondary Resource Type: Open Educational Resource – Support for a new secondary resource type that is now supported by CDI has been added to Primo: Open Educational Resource (OER). This secondary resource type encompasses a wide range of free, openly licensed learning materials that can be reused, adapted, and distributed. Examples include textbooks, course materials, videos, software, and other tools that support learning and teaching. An Open Educational Resource tag appears in both the brief and full displays of records with this attribute.
Open Educational Resource Tag in a RecordContent for this new CDI attribute will only be loaded after the November release. As a result, another month may pass before this attribute becomes visible to users.For additional information about secondary resource types, see Configuring CDI Document Attributes in Primo VE; CDI Document Attributes. - November 2025 PRM-48028
New Resource Type: Transcript CERV Enhancement (ID #8214)
Support for a new resource type, Transcript, was added to CDI. Preciously, transcripts were included in the Text Resource resource type.The codes for this new Resource Type are not yet included in the November release. Full support will be added in the May release. To ensure the new resource type is displayed properly and can be translated, it is recommended to manually add the following entries to the code and mapping tables:
Code table Subsystem Code Description Basic Media Type Front End <institution>.search-simple.mediaType.option.transcripts Transcripts Advanced Media Type Front End <institution>.search-advanced.mediaType.option.transcripts Transcripts Facet Resource Type Front End <institution>.facets.facet.facet_rtype.transcripts Transcripts Icon codes Front End <institution>.mediatype.transcript Transcript User Interface Images Front End <institution>.ui.images.basket.smalltranscripticon ../images/small_transcript_icon.gif Mapping table Subsystem Source code Target code facet_rtype_values Static facets Transcripts transcripts facet_pfilter_values Static facets Transcripts transcripts pre_filter Normalization transcript transcripts format_mean Normalization transcript transcripts For additional information on this resource type, see Resource Types in CDI. For information about working with code tables, see All Code Tables Page.
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.
2025 Updates
November 5, 2025
- CDI-30617
Support for a new resource type, Transcript, was added to CDI. Previously, transcripts were included in the Text Resource resource type. For additional information, see Resource Types in CDI.
Transcript Resource Type
CERV Enhancement (ID #8214)
October 1, 2025
- CDI-31045
For the Research Assistant, institutions can now customize the error messages of the following codes:
- answer.context.message.answer_error – Error warning indicating sources have returned, but a server error prevents generating an overview.
- answer.context.message.quality_error – Error warning indicating a server error has occurred while generating the sources. This type of error may affect relevancy.
- CDI-31405 SF: 08075091
In the Research Assistant, the Related research questions will now always be in the language of the query. - CDI-31249 SF: 08010844
In the Research Assistant, the language synthesizer did not read the Related research questions in the correct language. This was fixed. - In the Research Assistant, requests to answer in a specific language are now consistently followed. For example, a query like, "Why is the sky blue? Please answer in French," would return a French overview although the query itself is in English.
- CDI-31065 SF: 07910830
In the Research Assistant, text was not included in an ARIA landmark as it should have been. This was fixed. - Link-resolver provider-specific identifiers were added for publishers Casalini, Genios WISO, and PubMed Central. These identifiers will become available in Primo VE in the December 2025 release, and in Primo Classic in the May 2026 release.
- CDI-31714 SF: 08085353
Start page, end page, and number of pages are no longer returned in the PNX for resource types book and ebook. - CDI-31765 SF: 08085353
CDI resource type Play is now mapped to PNX resource type text_resource instead of book. - CDI-31854, CDI-30905 SF: 07987312, 08103197, 07921959
Missing or incorrect relationships between books and book chapters were corrected by refreshing the related items index. - CDI-31033 SF: 08009250
The CDI Highlighting component was updated for CJK languages.
September 3, 2025
- CDI-31659 CDI-31445 SF: 08034965, 08031439, 08041795
The following Research Assistant labels now support HTML tags:- app.title
- disclaimer.text
- landing.subtitle
- sources.relatedresultsfromlibrary
- help.title
- help.text.intro
- help.text.howgenerated
- help.text.formulategoodquestion
- help.text.supportedquestions
- help.text.unsupportedquestions
- help.text.shareyourthoughts
- CDI-31834 SF: 08128513, 08120040, 08116728
In certain cases, selecting an Insights link resulted in an error. This issue has been fixed.
August 6, 2025
- CDI-29485 SF: 07492453
Handling of variations in the spelling of Arabic names has been improved. - CDI-31668 SF: 08042710
In some cases, Greek letters were incorrectly displayed in bX Recommender titles. This has been fixed. - CDI-31593 SF: 08071752, 08058402
In Primo VE, the Document Attribute Online First Article appeared in the facets of search results even though CDI Document Attributes were not enabled. This has been fixed. - CDI-31201 SF: 07978578
In the Research Assistant, the direction faced by arrows in right-to-left interfaces (Arabic, Hebrew, Persian) was not reversed as it should have been. This has been fixed. Arrows that would face to the right in left-to-right interfaces now face to the left, and vice versa. - In mobile apps (in campusM and Summon), in the Research Assistant search results, the advanced-search filter options covered the results and the sources. This has been fixed. The advanced-search filter options are initially displayed collapsed, and the user can expand them if they want to use them.
June 4, 2025
- CDI-31050 SF: 07972822
In some cases, verbatim searches containing an apostrophe did not return results due to the apostrophe's missing encoding. This has been fixed. - CDI-31015 SF: 07918083
Editors were not always returned in the record's details. This has been fixed.
May 7, 2025
- CDI-30949 SF: 07924722
Incorrect country information was displayed in the Person Info Card. This has been fixed.
April 2, 2025
- Improved identification of book reviews for CDI records, previously classified as articles. This fix includes the following:
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Additional criteria were added to identify book reviews based on information in the title or abstract field. Some examples of such criteria are:
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CDI resource type is article, and the Title contains the phrase book review.
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CDI resource type is article, and the Title contains an ISBN followed by at least one digit.
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CDI resource type is article, and the abstract starts with the phrase Book reviewed in this article.
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For merged records, the rule for selecting the resource type for logical records was changed for cases where participants from different providers had different resource types. Previously, the resource type found in most of the participants determined the resource type. This is no longer the case for book reviews by giving preference to the resource type instead of simply identifying it as an article.
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March 5, 2025
- CDI-30397 SF: 07831344
The genre mapping for the score resource type was changed from unknown to document to prevent problems with OpenURL linking. - CDI-30075 SF: 05333261
Book editor data was incorrectly formatted in citations. Book editors are now listed in a dedicated field to ensure that editor names are correctly presented in citations. - New date formats (including MM and DD) are now supported with the cdate range filter.
- New logic was added to ensure that a single secondary resource type, either "retraction note" or "retracted publication," is selected when both types are present.
- CDI-28678 SF: 07155386
Internal CDI fields that Primo does not reference were removed from the PNX. - CDI-28472 SF: 06929716
In some cases, CDI records with the resource type Book Review also returned the secondary attribute Review Article. This has been fixed so that records of type Review Article are not returned as the secondary attribute for Book Review. - CDI-25467 SF: 07221960, 07101700, 06924867, 06608446, 06590326, 06579412
Some Reference type records from Gale were incorrectly merged with similar Gale Reference titles causing linking and availability issues. This has been fixed. - CDI-21744 SF: 05324244, 07056359
In some cases, the << sign was removed from records with it in documentTitle. This has been fixed.
February 5, 2025
- CDI-29556 SF: 06247514, 06256831, 06845693
Hyphenated terms (e.g., cell-dependent) and terms ending in an apostrophe (e.g., employees) were not highlighted correctly. This has been fixed. - CDI-29868 SF: 05301799, 07261804, 07498035
In some cases, editor names were duplicated on Primo search results. This has been fixed by selecting a single instance of each editor name from the participant records within the library’s activations. - CDI-28303 SF: 07077133, 07133180, 07692626, 07705917, 07804237
When using normalized CDI Subject headings, multiple subject facet values could not be applied sequentially. This has been fixed. - CDI-29763 SF: 07716814
The CDI Activation Analysis Tool was updated to use jQuery version 3.7.1.