Issue

Description of Issue

Solution

Adding local link fields to record display

Currently, we have local links recorded in MARC 956 fields. These links go to donor pages (from records for titles they have donated), or to our informational page on Public Performance rights from records for videos with PPR, for example.

Can you confirm whether we will be able to implement these local links in Primo VE and keep the display of the links local to our institution?

If you want to display these links only in local VE, you'll have to use General Electronic Services, which is a bit more tricky than the 8564u option.

Here is the list of available attributes than can be used in the GES: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/080Configuring_Delivery_Services_for_Primo_VE/Configuring_Discovery_Interface_Display_Logic_for_Primo_VE#Configuring_General_Electronic_Services

The challenge is to get your 956 mapped to an OpenURL attribute which you can then use in the URL Template of the GES.

It's also possible to add 956 as a local Display field with a hypertext link - but this means that the link will be located in the Details section of the records' full display, and not in the Links section.

In relation to this additional option of displaying the 956 links in the Details section - here is an example of how it would be achieved using a local field: https://preview.3.basecamp.com/3765443/blobs/4f3e8812-874f-11eb-ac70-8e17cd0352bb/previews/full/image.png?dppx=1

I took this example from this tech blog.

Let me know if any assistance is needed.

Is there a way to NOT append the JWT token to the Pay Fine link?

Our pay fine link out of Library Card goes to a library page first and not directly to the credit card system. According to the documentation here:

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/060Library_Card_Configuration/Configuring_the_Pay_Fine_Link_for_Primo_VE

The JWT token is automatically appended to the end of whatever URL I supply. I would like to NOT append this information, is that possible?

The URL I am trying to use is:

https://library.csun.edu/Services/LibraryFines

But the Pay Fine link as currently configured reads this as:

https://library.csun.edu/Services/LibraryFines&jwt=eyJraWQiOiJwcmltYVByaXZhdGVLZXktMDFDQUxTX1VOTyIsImFsZyI6IkVTMjU2In0.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.F4HBeitMsBDQFdwMK8df2agcFrt6R7R2VaeUc_biPJeCLi9CqN68fd4ylOVqV0EJKuh8hBTzYKsTrM_b7YLX-g

which is a bad link. Thanks.

You could append "?" at the end of your link:

https://library.csun.edu/Services/LibraryFines?

Then when the jwt token is appended to the link, it is a valid link.

We found that the jwt token makes our lives easier to get the user id so that we could get the user's fee from Alma.

NZ/IZ MMSID & OCLC Number displaying in unexpected ways

We've turned on OCLC and NZ MMSID NZ local fields and removed rule 035 from our identifier field.

However, the following is an NZ record (non OCLC record). The display shows IZ MMS ID label (it should show NZ MMSID label). The OCLC number is in the identifier field (we removed rule 035 from our identifier field). There is no separate OCLC field(it should show OCLC field separately).

Turetzky, Philip. Time.

In this SJSU example, a MMS ID IZ appears even though we have no holdings and the MMS ID is repeating the NZ number.

https://csu-sjsu.primo.exlibrisgroup.com/permalink/01CALS_SJO/c7i32t/alma991064592389702901

In this example, again we have no holdings, the MMS is actually the NZ MMS but displays under MMS IZ

https://csu-sjsu.primo.exlibrisgroup.com/permalink/01CALS_SJO/c7i32t/alma991021966219702901

When an institution owns holdings linked to the record - MMS ID display field (which you currently have labeled as IZ MMS ID) will display its IZ identifier. This is also the case for records with electronic services that are not managed in the Network Zone (such as 991013586421502919 in SJO).

When the institution doesn't own relevant holdings - the MMS ID display field will display the NZ identifier.

lds52 (which you currently have labeled as NZ MMSID) will always display the value in MARC field 001. This can be an IZ identifier when the record isn't managed in the Network Zone, or an NZ identifier when the institution doesn't possess relevant holding, but will always reflect the origin of the bib record

Discovery Import Profile: linking parameter problems

importing some data from Springshare and have followed the directions here: Configuring Import Profiles for Primo VE - Ex Libris Knowledge Center (exlibrisgroup.com) to use the dc:identifier value as $$LinkingParameter1.

However, in the imported records, the links fail. Instead of the correct label they say "inkingParameter1" and open to a blank page. Here's an example: https://csu-lb.primo.exlibrisgroup.com/permalink/01CALS_ULB/bv9gir/alma991016150141202910

See https://slcny.libanswers.com/faq/261303

Locations in full record display not loading as desired

records with items in multiple locations, the location area in the full record renders in the collapsed view. For records where the items are in a single location, the full record renders with the location area in the expanded view.This may not be the desired result - in this case, Chico would prefer all locations to render in collapsed view

This is controllable by the Central package. Out of the box, VE is designed to work in this manner.

Report a Problem form not working

Is there a known issue with using the Report a Problem function in Primo VE? It looks like the reportproblem code came over correctly but I can't get it to do anything when I click "Report" - I've tried different combinations of our own package, using the central package, inherit/not inherit, etc. I get this far (picture) but Report does nothing. Thanks!Some campuses get error messages, while others see nothing occurring when submitting the request.

Classic Primo has a Access-Control-Allow-Origin header. Primo VE doesn't have this, so the request is being blocked by CORS policy.

I've notified our VE Development Manager, as this may require a code fix.

Primo VE Development have found this to be a server side issue. You'll need to add CORS support to your server (https://library.calstate.edu/) for: https://csu-un.primo.exlibrisgroup.com/. It looks like it was added for https://csun-primo.hosted.exlibrisgroup.com, and this is why it works for Classic Primo.

CSU+ and GES

A couple weeks ago we noticed that CSU+ links at many libraries were not appearing in Primo VE, even when they did appear in regular Primo. After some back and forth with Ex Libris Support we found the issue was with certain kinds of GES.

Prior to Primo VE many GES rules that governed when CSU+ links would appear were marked "No" when asked "Is this a Document Delivery/ILL service?"

In Primo VE it appears that GES that affects the CSU+ link needs to be marked "Yes" and in many cases given a location of "None". This makes the link/form appear where it did previously.

There are many different configurations of rules that currently block the CSU+ link in Primo VE and many of these rules do very different things. The only thing they have in common is that they affect the CSU+ link and they are marked as "No". A few libraries don't have GES with these settings and their links are appearing in Primo VE with no changes.

During testing of Primo VE I have been duplicating the problem GES rules and associated Display Logic rules and making the necessary changes in the copied rules. This way the rules can be turned on and off during testing to maintain the original rules in Primo as much as possible to ensure our patrons can continue to use CSU+. If you would like me to do this at your campus please let me know at cwlee@calstate.edu.

When the old GES and Display Logic Rules are turned off, and the new versions are turned on, the Resource Sharing form link should appear in Primo VE. The form currently displays nearly all possible fields, but can be configured in Alma.

Ex Libris also added information to the Knowledge Center on Delivery-Related GES that may also help with the creation of new rules.

Limit display of subject headings

Hi,

I might have missed a discussion, but can you advise on how best to limit display of subject headings, e.g. to eliminate FAST and foreign language headings?

Example record:

"regular" Primo (how we want it to look):

https://cpslo-primo.hosted.exlibrisgroup.com/permalink/f/39e239/01CALS_ALMA71424064590002901

Primo VE (very much not how we want it to look):

https://csu-calpoly.primo.exlibrisgroup.com/permalink/01CALS_PSU/1oc9gog/alma991007782259702901

From the BO norm rules, it looks like you're displaying 650 headings when 2nd indicator is 0 or 1, or when 2nd indicator is 7 and additional conditions are met.

In VE, you can modify the normalization of Subject display.

Sonoma provided an example of how this may be done: https://storage.3.basecamp.com/3765443/blobs/d812214a-97b1-11eb-a087-a0369f6beadf/download/subject_display_norm_rules.txt?attachment=true under “LC Only”

Configure EBSCO scope

what I should put in for the Username and Password boxes for the EBSCO Scope? I couldn't find any information about this in the documentation.

Go to Advanced Configuration > All Mapping Tables > Deep Search Plugin Parameters. EBSCO provides you with a username and password. Maybe the CARLI page can also help? https://www.carli.illinois.edu/products-services/i-share/alma/EBSCO-API

details are available in your EBSCO admin portal.

Incorrect item display information

I was looking at item information in the Primo VE display and realized that the labels for the fields are incorrect and don't match the data in Alma or the Primo Classic display. In Primo VE, the item call number displays as location and the item public note displays as the call number. It appears correctly in Primo Classic.

all sites should probably check this area as it looks like it needs to be configured locally and the default item display labels don't make sense.

Configuration Menu > Discovery > GetIt Configuration > Items Display ConfigurationSee CSUN ex:Before

After

Multiple campuses reporting fewer results returned in VE than in PBO

many campuses reported much fewer results returned from the same search in VE than in PBO. This seemed consistent enough through enough campuses to feel that there must be some difference in what holdings or formats are returned by the default scopes in both products.

This issue seems to be related to how PBO search was configured locally. Some examples:SJSU: The San Jose State Collections scope in PBO is set to include results with no full-text, and includes Ebsco DB records, while the scope in VE is filtering out records with no full-text, and the search profile is missing an Ebsco index scope. The Ebsco difference affects record count gaps only when authenticated or 'on-campus'. The availability filtering difference affects guest users as well.

In addition to these two factors, there can be slight differences in result numbers as Dedup and FRBR calculations in VE are not always identical to those in PBO.Maritime: In PBO, your Maritime Academy Collections scope holds local records with physical inventory, DSPACE, CDI and Ebsco.

In VE, your Maritime Academy Collections search profile holds local records (physical, electronic, digital), CDI and Ebsco.There may also be an issue with your PBO not returning all relevant results although they are indexed and searchable.

Course instructor names appear without comma

Has anyone figured out how to add a comma to the Course Instructor facet yet in Course Reserves? I don't see where this field can be configured for facets like the other facets.

https://csu-un.primo.exlibrisgroup.com/discovery/search?query=any,contains,computer%20science&tab=CourseReserves&search_scope=CourseReserves&vid=01CALS_UNO:01CALS_UNO&offset=0Regular Primo looks like this: https://csun-primo.hosted.exlibrisgroup.com/primo-explore/search?query=any,contains,computer%20science&tab=course_reserves&search_scope=01CALS_UNO_CR&vid=01CALS_UNO&offset=0

The default setting in Primo VE is that facet values are normalized.

Ex Libris can disable this setting by request - it is not customer accessible.

We have requested this setting to be disabled for all campuses who responded to Brandon’s survey.

Is a Services view needed in VE?

A question: under normal Primo it was my understanding that a separate view for the Services Page was required. Or if it wasn't required, at least a Long Beach we have been using a separate View for the Services Page (code =  01CALS_ULB_SP). 
Is a separate Services Page view required in VE? 

A related question: when moving through the enablement step, I copied over our 01CALS_ULB_SP view. However, none of the HTML/CSS/JS customization in our package carried over as part of the automated Go VE process, when I go to the  01CALS_ULB_SP view it looks like OOTB VE. https://csu-lb.primo.exlibrisgroup.com/discovery/search?vid=01CALS_ULB:01CALS_ULB_SP Is that expected behavior?

There is no need for a separate view in Primo VE for your Services Page (unless you are interested in using a different customization package for it).

Unidentified Search Profile slot for Production View

SJSU has a search profile slot that we are unable to identify.  This is for 01CALS_SJO:01CALS_SJO.  Code is Research.  Description is Research Resources.  Search profile is Research.  There is no profile called Research in the Search Profiles menu.  How do we figure out what "Research"is?

This is a slot for Esploro data. You can disable or delete it.

Discovery Network

I assume the DiscoveryNetwork in Search Profiles and Search Profile Slots->Everything in View Configuration includes all CSU collections?  I just want to make sure for my search scope selection.  

The Discovery Network (DN) is analogous to the Network Zone (NZ) with the exception that you don’t need to include your institution scope in any scope that includes the DN. Institution records are a subset of Discovery Network records.

Brief Results and Facets

My desired facets are showing up only in the "Books & Media (all CSU)" scope (DiscoveryNetwork - search type: Local Network). However those facets are not displaying in my Maritime Academy Collections scope (MyInst_and_CI - search type blended). 
What is the setting to correct this?

I see that the Maritime Academy Collections slot is set to return only CDI records

The facets you're not seeing are relevant only for local data (IZ/NZ Alma records):
Location
Creator
Library + Other Libraries
Classification NDC

(The author facet is not enabled in CDI due to performance concerns. This is noted in the CDI Known Gaps document).

Availability facet customization

We customized the names in the Availability facet in our Primo NUI.  Is my understanding that if we want to change the names in the Availability facet, we should do so in the Discovery > Labels > Code Tables > Top Level Facet Labels?  Is that correct?

Yes, that's correct.  Top Level Facet Labels code table is where these name changes can be made.

Add a new resource type for external data

HI, I am trying to add a new resource type - Libguides for our libguides data. It seems that the only way to add the new resource type is to add a local resource type. Do I miss anything here? Is there any other ways to add a new resource type?

Does the local resource type become one of the resource types that loading external data process will go through in order to map the resource type?

Here is the relevant documentation.

You use normalization rules to map records to Primo VE resource types. You'll find a list of OTB resource types. If you're interested in a type that isn't offered in VE, you'll have to first create a local resource type.

For DC source format there's a Dublin Core Type to Discovery Type Mapping mapping table which you can use.

Location Filter on Advanced Search

Is there a way to add Location to the search filter on the advanced search? I was able to add other fields such as Collection Name, but that data came from the bib record and  Location is not found there. In Primo we use a norm rule to add local search data using the AVA fields (which contain Location). We use this for deep linking to specific library items from outside of Primo. Is there a way to accomplish the same functionality in Primo VE? 

There isn't an OTB search index for Location. You can add a new search index based on bib metadata, but not Holdings level data.

For deep linking to specific locations, it may be possible to use a location facet value parameter in the deeplink.

Why local resource type and imported external data will show up in other Institution's Primo VE

Hi, We imported Libguides into our VE and created a local resource type "Libguides". The data show up in our VE correctly. However, our libguides records also show up in other institutions' VE instances. For example:
https://csu-sb.primo.exlibrisgroup.com/discovery/search?query=any,contains,art%20AND%20gareth%20scott&tab=Everything&search_scope=DN_and_CI&vid=01CALS_USB:01CALS_USB&lang=en&offset=0

https://csu-sb.primo.exlibrisgroup.com/discovery/search?query=any,contains,history%20AND%20nyle%20monday&tab=Everything&search_scope=DN_and_CI&vid=01CALS_USB:01CALS_USB&lang=en&offset=0

https://csu-csus.primo.exlibrisgroup.com/discovery/search?query=any,contains,libguides%20AND%20nyle%20monday&tab=Everything&search_scope=DN_and_CI&vid=01CALS_USL:01CALS_USL&lang=en&offset=0

Why is the local resource type not "local"? What do we need to do to limit our libguides only to our institution? Thanks.

Ask ExL to enable the option “Exclude External Data Source from Entire Network Search" as mentioned at https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/100Loading_Records_from_External_Sources_into_Primo_VE/Configuring_Import_Profiles_for_Primo_VE

Import profile error “Invalid XML character was found in the element content of the document”

One of the Digital Commons profiles always produces this error message when I try to load it:
"An invalid XML character (Unicode: 0xb) was found in the element content of the document."

What does this mean, and how could I fix it? The other DC import works just fine, and so far as I can tell they are the same, except for the set name. The test connection to the server works fine as well. I've tried deleting the profile and recreating it, but I still get the error. 

That error usually happens when the XML contains unsupported characters. Alma is more strict than Primo BO was, rejecting XML files containing non-XML characters.
The generator of the source XML files will have to be configured to generate files that are clean of non-XML characters.

Hypertext Linking definitions "grantURL"

 Can you explain what "grantURL (not listed)" is and why it's enabled?

This looks like a local display field that was created, and deleted after a row for it was added to the Hypertext linking table. This row can be deleted as the display field no longer exists.

What’s an example of a resource recommender used for library hours?

How to remove Course icon in Brief Results

SJSU would like to remove the Course icon from displaying in the brief results. 

We found this documentation for Primo VE release notes (Improve Glanceability of Course Material in Search Results).  However, it was not clear how to not display the icon.

How do we remove the Course icon?

Example:

Women’s Voices, Feminist Visions : Classic and Contemporary Readings

Use CSS: .prm-course {
     display: none !important;
}

How will permalinks migrate from PBO to VE?

We currently have permalinks at various research guides, websites, etc., so I want to be sure the old Primo permalinks will be redirected correctly or at all.  Thank you!

The current BaseURL in PBO will continue to work after the switch, redirecting traffic to the Primo VE resolver. We do, however, recommend that you eventually update the database providers with the new BaseURL.

Related records not showing up

Any suggestions on making Related Records work in Primo VE? They are not showing up for me.
Primo link has related records on right side: https://csun-primo.hosted.exlibrisgroup.com/permalink/f/1ta483o/TN_cdi_pubmedcentral_primary_oai_pubmedcentral_nih_gov_3435945
Primo VE link has nothing: https://csu-un.primo.exlibrisgroup.com/permalink/01CALS_UNO/lj2n3v/cdi_proquest_miscellaneous_1736411618
Maybe these are not even the same records but I can't find any example in Primo VE where the related records show up. 

We haven't made any changes from the settings we already had in the system for Primo in this section: 
Configuration Menu > Fulfillment > Discovery Interface Display Logic > Related Records

Make sure that you have moved the Bx token from PBO Institution Wizard to the Alma Integration Profile.

Can I add ISSN in adv search but not full record display?

Is there a way to add ISSN to your advanced search drop-down (via Advanced Search Configuration) without also adding a "Search inside" the journal section in your full records for a journal? I haven't figured out a way to decouple them. I would like the option to search for ISSN at advanced search without making a somewhat unrelated change in the full record. 

I did some tests and cannot add it at advanced search without that large "Search inside" box showing up in the full record as well. As soon as I remove it from Advanced Search Configuration, it disappears from the full record as well. 

You can create a local Search field based on 022a and 776x. This local field can then be added in Advanced Search Configuration.

CSU+ Form Configuration

The settings to configure the resource sharing form in Alma has changed locations in Primo VE. The settings are no longer under the Fulfillment tab, but are instead under the Discovery tab. 

To edit the resource sharing request form go to:

Alma Configuration > Discovery > GetIt Configuration > Resource Sharing Request.

Editing the form is fairly straightforward. Select the boxes that need to be mandatory and/or visible in the form. The Resource Sharing Functional Committee recommends the following settings:

Mandatory

Book Request

Title

Visible

Book Request

Title

Volume

Delivery Fields

Not Need After

These settings should create a form very similar to the form used in regular Primo.

Configuring the CSU+ Form Label

If you are also wondering where to configure the form label, it is in a different place than it is for traditional Primo. 

To change the label of the CSU+ form in Primo VE go to:

Alma Configuration → Discovery → Display Configuration → Labels → Request Options Labels (select Edit)

After selecting the “Edit” option for Request Options Labels you can edit all the labels in this grouping. The label that configures the CSU+ form label is “AlmaResourceSharing”. Change the description for this label to change what text appears in Primo VE. In the below example the text was changed from “Resource Sharing” to “Request from other CSU libraries: CSU+”.

Full record display location table

Where can I configure this table to make it look the same as the classic Primo table? 

that is located under:

Configuration -> Discovery -> Get it configuration -> Item display configuration

Where does the Source field value originator?

The value that shows for the Source field in Primo VE is different than in Primo. Do we care or do we want to map it to some other text? Do we want to centrally limit the number of items in the Source field for some of our e-resources that have many sources?

There are two types of Source field;
1. The first field is added in Full Record Services tab of View Configuration. This field can be relocated in the Details section using the up and down arrows on the configuration page. This field is not mapped from a MARC field, as described in the documentation.
2. The second field is at the bottom of the Details section and cannot be relocated or removed via Primo VE configuration. It is added by the customization package (most likely, the central package). Adding &noCustomization=true to the end of a deeplink will hide this field.

According to https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record, the Source field value is taken from Alma: "If the source is from Alma, the library catalog is used. If the source is external, the source's name is used."

'Library Catalog' is a label that can be modified in the Data Source code table.
The code is fulldisplay.datasource.Alma

Sign in button label

Is there a way to change the text on the sign-in button on the full record display? I found the labels table to change the text that appears next to the button, but the actual button text does not seem to be there. It currently says, "Sign in for more options" in both Primo and Primo VE, but we would like to change the wording in Primo VE.

t seems that the wording for the Sign In button comes from the CENTRAL package: 
/discovery/custom/01CALS_NETWORK-CENTRAL_PACKAGE/css/custom1.css   line 434: 

.full-view-section span[translate="eshelf.signin.title"]::after {
    content: " for more options";
}

Might overwrite it in the local custom1.css

Holdings information not loading

I noticed when searching for articles in VE, including non full text items from CDI, the brief holdings display indicates "No Full Text" but the full record has online access. Furthermore, returning to the brief record display after viewing one of these items results in the availability indicator being updated for that item. Here is an example:

https://csu-csus.primo.exlibrisgroup.com/discovery/search?query=any,contains,dinosaur%20parenting&tab=Everything&search_scope=DN_and_CI&sortby=date_a&vid=01CALS_USL:01CALS_USL&offset=0&pcAvailability=true

(try the first two records)

Why does this happen? Why is the availability not indicated on the brief results, even when we have both online and physical access to the items?

This document explains delivery services

On the full record page Primo VE will calculate the full availability for the record and indicate whether Alma can provide electronic, digital or physical services and will update the availability statement accordingly.

RTA is calculated differently in Brief Display and Full Record Display as described in this paragraph.
The RTA you're getting in Full Display cannot be calculated for each record in the brief result list without without major impact on performance.

Brief Display is calculated based on your electronic Holdings File (located at: https://na03.alma.exlibrisgroup.com/rep/getFile?institution_code=01CALS_USL&file=institutional_holding).

If you are missing the Check Holdings at other campuses button...

if you are missing the 'Check Holdings from other campuses' option on your Primo VE screens for physical items that you don't hold locally, here's how you set it up. Thanks so much to David Walker for showing me where to fix this!

Here's how it looked in Primo:

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Expanded

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Check the box “Display locations from member institutions” in the General tab of the Primo VE view you are changing

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And now it shows like this in Primo VE
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Expanded

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