Primo VE Releases

Page for Primo VE Releases and recommendations

Releases and recommendations going forward from the Nov 2022 release from Ex Libris

Expected timeline
- Month one: Sandbox Release and testing
- Month two: Production Release and testing
- Month three: Recommendations from the team via email and/or Open Discovery Forums

Links and resources

See here for current VE Testers Team (VETT)

Link to the spreadsheet of current releases being tested (working document)

Ex Libris documentation on releases:
2022

Year Month release	What it does	Recommended YES NO OPTIONAL OTHER/TBD	Configuration	Added to Config Page YES NO
2023 Oct	Add Customized Values Usage Subject Area to Primo Analytics	OTHER/TBD	Automatic
2023 Oct	Improve Performance of Browse Search	OTHER/TBD	Automatic
2023 Oct	Highlight Selected Record in FRBR Version List (Idea Exchange)	OPTIONAL	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	OPTIONAL	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	OTHER/TBD	Automatic
2023 Oct	Display Item Policy in Get It	OPTIONAL	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	NO
2023 Oct	Secondary Resource Type Enhancements	OTHER/TBD	Addressed by Resource Management Group
2023 Oct	Enhanced "May Also Be Held by" Service	NO
2023 Oct	My Library Card Improvements	NO
2023 Oct	Resource Recommender - Enhanced Search Capability	OTHER/TBD	Moved to November 2023 release
2023 Oct	Long Term Digital Loans - Support Patron Workflow	NO
2023 Oct	Support Webhook Records from Featured Results	OTHER/TBD	Automatic
2022 Nov	Adds social media Share Export Action	OPTIONAL	Configuration > Discovery > Display Configuration > Configure Views > enable Optional labels: Keeping This Item Tile Labels code table	YES
2022 Nov	Give Us Feedback Improvements	OTHER/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)	NO
2022 Nov	Provide Warning Message when Guests Add to Favorites (Idea Exchange)	YES	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	YES
2022 Nov	Provide Direct Linking from Full Record		TBD	NO
2022 Nov	Allow Configuration of CDI Linking Preferences		TBD	NO
2022 Nov	Enable “exclude CDI eBook” from search scopes that include Central Index	YES*	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	YES
2023 Feb	Support "Starts With" Option for Call Number Searches	OPTIONAL	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	NO
2023 Feb	Changing Number of Titles per Page	OTHER/TBD	Automatically enabled	NO
2023 Feb	Support Search in My Favorites	OTHER/TBD	Automatically enabled	NO
2023 Feb	Add Barcode Search	OPTIONAL	View Configuration (Configuration > Discovery > Display Configuration > Configure Views) General tab > barcode search: checkbox	NO
2023 Feb	UNIMARC Format Support	OTHER/TBD	Automatically enabled	NO
2023 Feb	Support Country Field in My Library Card	NO	-	NO
2023 Feb	Separate Form Description for Booking Requests	OPTIONAL	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	NO
2023 Feb	Align Local Website Resource Type with CDI	OTHER/TBD	Automatically enabled	NO
2023 June	Improving the User’s Session Timeout Experience	OPTIONAL	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)	NO
2023 June	Support Exact Phrase Only Searches in Advanced Searches	OPTIONAL	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	NO
2023 June	Filter by Availability for Newspaper Search	OPTIONAL	Newspaper search needs to be enabled Go to Configuration > Discovery > Display Configuration > Configure Views > General > Select Newspapers Search Filter By Availability	NO
2023 June	Resource Type Filter Bar - Updated October 2023	OPTIONAL	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	NO

Past release newsletter(s) with recommendations: