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
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 |
| |
2023 Oct | Display Document Attributes for CDI Records | OPTIONAL |
| |
2023 Oct | Support Additional Resource Types for CDI | OTHER/TBD | Automatic | |
2023 Oct | Display Item Policy in Get It | OPTIONAL |
| |
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:
| YES |
2022 Nov | Give Us Feedback Improvements | OTHER/TBD | Configuration > Discovery > Display Configuration > Configure Views > enable Optional labels:
| NO |
2022 Nov | Provide Warning Message when Guests Add to Favorites (Idea Exchange) | YES |
| 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.
| YES |
2023 Feb | Support "Starts With" Option for Call Number Searches | OPTIONAL | Discovery Customer Settings mapping table (Configuration > Discovery > Other > Customer Settings)
View Configuration page (Configuration > Discovery > Display Configuration > Configure Views)
| 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)
| 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.
| NO |
2023 June | Support Exact Phrase Only Searches in Advanced Searches | OPTIONAL |
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 |
| NO |
2023 June | Resource Type Filter Bar - Updated October 2023 | OPTIONAL |
| NO |
2023 Nov | Enable Users to Filter or Expand Citation Trail Results | YES | Go to Configuration > Discovery > Display Configuration > Configure Views Under the “Edit Citation Service” and uncheck “Filter by availability” | |
2023 Nov | Support Restricted Availability Statuses for External Records | YES | Go to Configuration > Discovery > Loading External Data Sources > Discovery Import Profiles Under the profile(s) you want to change the availability calculations for > Delivery > Link to resources or Link to Resources – Other Statuses, double check settings Additional configurations include changing labels (Configuration > Discovery > Display Configuration > Labels > Calculated Availability Text Labels) | |
2023 Nov | Activating the New Unpaywall Collection | OPTIONAL | ||
2023 Nov | Improve Search Experience for No Results Found | OPTIONAL | Go to Configuration > Discovery > Other > Customer Settings Set the expand_my_results_when_no_results parameter to true Additional configurations include changing the label under Configuration > Discovery > Display Configuration > Labels > Results Tile Labels | |
2023 Nov | Enable Setting of Personal Delivery Locations from Hold Request Form | OPTIONAL | Go to Configuration Menu > Discovery > GetIt Configuration > Hold and Booking Request Change labels under Configuration > Discovery > Display Configuration > Labels > Request Labels almaRequest.addressLine1 – Address Line 1 a almaRequest.addressLine2 – Address Line 2 almaRequest.addressLine3 – Address Line 3 almaRequest.addressLine4 – Address Line 4 almaRequest.city – City almaRequest.stateProvince – State/Province almaRequest.postalCode – Postal Code Go to Configuration > Fulfillment > Patron Configurations > Additional Personal Delivery Address Types > enable up to 10 additional addresses (P_DELIV_ADDRESS_1 – Personal delivery address type ##) |
Past release newsletter(s) with recommendations: