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Year Month release

What it does

Recommended

Status
colourGreen
titleYes
Status
colourRed
titleNo
Status
colourPurple
titleOptional
Status
titleOther/TBD

Configuration

Added to Config Page

Status
colourGreen
titleYes
Status
colourRed
titleNo

2023 Oct

Add Customized Values Usage Subject Area to Primo Analytics

Status
titleOther/TBD

Automatic

2023 Oct

Improve Performance of Browse Search

Status
titleOther/TBD

Automatic

2023 Oct

Highlight Selected Record in FRBR Version List (Idea Exchange)

Status
colourPurple
titleOptional

  • Go to Configuration > Discovery > Display Configuration > Configure Views > Brief Results Tab

  • Under "Dedup and FRBR" > select Highlight the record you came from

2023 Oct

Display Document Attributes for CDI Records

Status
colourPurple
titleOptional

  • Go to Configuration > Discovery > Display Configuration > Configure Views > General

  • Select the Display CDI document attributes

  • Additional configurations include changing labels (Configuration > Discovery > Display Configuration > Labels > Facet Resource Type Labels)

  • Additional configurations include changing labels (Configuration > Discovery > Display Configuration > Labels > Results Tile Labels)

2023 Oct

Support Additional Resource Types for CDI

Status
titleOther/TBD

Automatic

2023 Oct

Display Item Policy in Get It

Status
colourPurple
titleOptional

  • Go to Configuration > Discovery > GetIt Configuration > Items Display Configuration

  • Go to Display Items > Brief Item Display > Enable the Item Policy Field

2023 Oct

Allow Authentication for Customized List of Institutions

Status
colourRed
titleNo

2023 Oct

Secondary Resource Type Enhancements

Status
titleOther/TBD

Addressed by Resource Management Group

2023 Oct

Enhanced "May Also Be Held by" Service

Status
colourRed
titleNo

2023 Oct

My Library Card Improvements

Status
colourRed
titleNo

2023 Oct

Resource Recommender - Enhanced Search Capability

Status
titleOther/TBD

Moved to November 2023 release

2023 Oct

Long Term Digital Loans - Support Patron Workflow

Status
colourRed
titleNo

2023 Oct

Support Webhook Records from Featured Results

Status
titleOther/TBD

Automatic

2022 Nov

Adds social media Share Export Action

Status
colourPurple
titleOptional

Configuration > Discovery > Display Configuration > Configure Views > enable

Optional labels:

  • Keeping This Item Tile Labels code table

Status
colourGreen
titleYes

2022 Nov

Give Us Feedback Improvements

Status
titleOther/TBD

Configuration > Discovery > Display Configuration > Configure Views > enable

Optional labels:

  • aria Labels code table (closing the warning message)

  • Favorites Labels code table (warning message language)

Status
colourRed
titleNo

2022 Nov

Provide Warning Message when Guests Add to Favorites (Idea Exchange)

Status
colourGreen
titleYes

  • View Configuration Configuration > Discovery > Display Configuration > Configure Views > Display Favorites Warning Message for Guests

  • Labels to change 

    • aria labels nui.aria.favorites.CloseMessage – Close message Favorites Labels nui.favorites.guestSaveMessage – customize message

    • nui.favorites.guestSaveMessageDismiss – Dismiss

Status
colourGreen
titleYes

2022 Nov

Provide Direct Linking from Full Record

TBD

Status
colourRed
titleNo

2022 Nov

Allow Configuration of CDI Linking Preferences

TBD

Status
colourRed
titleNo

2022 Nov

Enable “exclude CDI eBook” from search scopes that include Central Index

Status
colourGreen
titleYes
*

The Exclude CDI eBooks option on the Define a Custom Search Profile page (Configuration Menu > Discovery > Search Configuration > Search Profiles) remains the same.

  • Depends on electronic collections setting (documentation pending)

  • Depends on which scopes individual campuses have set up

    • If you like the way that another campus has their scope set up, contact them directly

    • Test records based on your individual search scopes/parameters

  • If you are still seeing duplicate records, open a support case

  • Note: This will REDUCE but NOT ELIMINATE duplicates

  • Additional information from Exclude eBooks from CDI Results

Status
colourGreen
titleYes

2023 Feb

Support "Starts With" Option for Call Number Searches

Status
colourPurple
titleOptional

Discovery Customer Settings mapping table (Configuration > Discovery > Other > Customer Settings)

  • Set parameter allow_start_with_for_call_number to true

View Configuration page (Configuration > Discovery > Display Configuration > Configure Views)

  • Advanced Search Configuration tab > Holding Call Number: enable

Status
colourRed
titleNo

2023 Feb

Changing Number of Titles per Page

Status
titleOther/TBD

Automatically enabled

Status
colourRed
titleNo

2023 Feb

Support Search in My Favorites

Status
titleOther/TBD

Automatically enabled

Status
colourRed
titleNo

2023 Feb

Add Barcode Search

Status
colourPurple
titleOptional

View Configuration (Configuration > Discovery > Display Configuration > Configure Views)

  • General tab > barcode search: checkbox

Status
colourRed
titleNo

2023 Feb

UNIMARC Format Support

Status
titleOther/TBD

Automatically enabled

Status
colourRed
titleNo

2023 Feb

Support Country Field in My Library Card

Status
colourRed
titleNo

-

Status
colourRed
titleNo

2023 Feb

Separate Form Description for Booking Requests

Status
colourPurple
titleOptional

Requires booking form to be enable (See https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/080Configuring_Delivery_Services_for_Primo_VE/Configuring_Request_Forms_for_Primo_VE#Adding_a_Description_to_a_Form )

Go to Configuration > Discovery > Display Configuration > Labels > Request Labels > almaBookingRequest.formDescription to change description

Status
colourRed
titleNo

2023 Feb

Align Local Website Resource Type with CDI

Status
titleOther/TBD

Automatically enabled

Status
colourRed
titleNo

2023 June

Improving the User’s Session Timeout Experience

Status
colourPurple
titleOptional

Alternative is to change the default 60 mins timeout in Configuration > Discovery > Configure View > General. 

  • Go to Configuration > Discovery > Authentication > User Authentication

  • Select from the three options to:

    • Enable extending the session

    • Enable extending the session to maximum

    • Enable user setting for extending the session - Must also go to Configuration > Discovery > Other > Customer Settings > display_user_settings: True

  • Additional configurations include changing labels (Configuration > Discovery > Display Configuration > Labels > Aria Labels or User Tile Labels)

Status
colourRed
titleNo

2023 June

Support Exact Phrase Only Searches in Advanced Searches

Status
colourPurple
titleOptional

  • Go to Configuration > Discovery > Display Configuration > Configure Views > Select view > Advanced Search Configuration

  • Select Equals exact phrase 

  • Additional configurations include changing labels (Configuration > Discovery > Display Configuration > Labels > Search Tile Labels)

Note: Under the Hypertext Linking configuration (Configuration > Discovery > Display Configuration > Hypertext Linking Definitions), the search operatorfield has been changed from exact to contains exact phrase

Status
colourRed
titleNo

2023 June

Filter by Availability for Newspaper Search

Status
colourPurple
titleOptional

  • Newspaper search needs to be enabled

  • Go to Configuration > Discovery > Display Configuration > Configure Views > General > Select Newspapers Search Filter By Availability

Status
colourRed
titleNo

2023 June

Resource Type Filter Bar - Updated October 2023

Status
colourPurple
titleOptional

  • Go to Configuration > Discovery > Display Configuration > Configure Views > Advanced Search Configuration

    • Go down to List of Resource Types and Select Enable for Basic Search

  • Will also need to make sure all of the resource type icons are being used 

    • Go to display > configure view > brief results: Resource Type Filter Bar > Customize > select/deselect resource type

    • Example: CSUDH doesn't use Collections as a resource type so that would be deselected

  • Filter bar cannot be enabled when either the basic search pre-filter for resource types or indexes is enabled on the Advanced Search tab 

    • Go to Configuration > Discovery > Display Configuration > Configure Views

  • Requires changing CSS to make sure that white icons/text is visible against the background

  • Resource type will be stickied so requires a Reset search to perform a new search, not just new search in the search box

Status
colourRed
titleNo

 

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Display Item Policy in Get It

 

 

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2022 CDI eBook

Display Item Policy in Get It

Turn on screen reader support

Home

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Page Layout

Formulas

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Review

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To enable screen reader support, press Ctrl+Alt+Z To learn about keyboard shortcuts, press Ctrl+slash

 

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Allow Authentication for Customized List of Institutions

 

 

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Members
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2023 Summer/Fall
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Resources
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Template
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2023 Summer
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2023 Spring
Code Block
2022 Fall
Code Block
2022 CDI eBook

Allow Authentication for Customized List of Institutions

Turn on screen reader support

Home

File

Insert

Page Layout

Formulas

Data

Review

View

Edit

View

Insert

Format

Data

Tools

To enable screen reader support, press Ctrl+Alt+Z To learn about keyboard shortcuts, press Ctrl+slash

 

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%

123

 

Default (Arial)

 

 

 

Display Document Attributes for CDI Records

 

 

...

 

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Code Block
Members
Code Block
2023 Summer/Fall
Code Block
Resources
Code Block
Template
Code Block
2023 Summer
Code Block
2023 Spring
Code Block
2022 Fall
Code Block
2022 CDI eBook

Display Document Attributes for CDI Records

Turn on screen reader support

Home

File

Insert

Page Layout

Formulas

Data

Review

View

Edit

View

Insert

Format

Data

Tools

To enable screen reader support, press Ctrl+Alt+Z To learn about keyboard shortcuts, press Ctrl+slash

 

$

%

123

 

Default (Arial)

 

 

 

Resource Recommender - Enhanced Search Capability

 

 

...

 

...

Code Block
Members
Code Block
2023 Summer/Fall
Code Block
Resources
Code Block
Template
Code Block
2023 Summer
Code Block
2023 Spring
Code Block
2022 Fall
Code Block
2022 CDI eBook

Resource Recommender - Enhanced Search Capability

Turn on screen reader support

Home

File

Insert

Page Layout

Formulas

Data

Review

View

Edit

View

Insert

Format

Data

Tools

To enable screen reader support, press Ctrl+Alt+Z To learn about keyboard shortcuts, press Ctrl+slash

Past release newsletter(s) with recommendations:

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