Primo VE Releases
- Hannah Lee
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 |
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2024 June | New Linking Template for InfoBase | Yes |
| No |
2024 June | Linked Open Data - Discovery of Person Entity | Yes |
| No |
2024 June | Add "Exclude CDI Resource Types" Option to CDI Scopes | Optional |
| No |
2024 June | Translate Letter Names for Patron Opt-In/Out in My Library Card | No | Patrons should not be able to opt out of letters | No |
2024 June | Support HAN Proxy for CDI Links | No | Not applicable to CSUs | No |
2024 April | Automatically Enable Quicklinks | Yes | Make your end users’ search and discovery experience smooth and seamless with Quicklinks, which automatically embeds direct links to PDF and HTML full-text documents within the search results.
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2024 April | Suppress Indexing of Private Information | Yes | If there was information in the 561 field for your records, even if the first indicator was set to zero, this information was indexed and searchable. You can hide the field by performing the following:
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2024 April | Support Configuration of Displayed Holdings Level in Get It | Optional | Shows location for single items with location + call number (similar to GetIt view for items with multiple locations) instead of showing all the details for an item (seen by the “expand for more information” toggle).
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2024 April | CDI Subject Normalization and New Keyword Field | Other/TBD | Subject terms are being received in CDI in various formats and styles from providers and aggregators. To address the reported issues, incoming subject terms are now mapped to a controlled vocabulary, which is based primarily on LCSH and MeSH. However, there are several issues that have come up in the both from testing and from the Primo Listserv including the following:
In general, campuses should wait to get this feature fixed but also depends on how strongly subject records are |
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2024 April | Embed Primo VE Showcase Widgets on Any Website | Other/TBD | This enhancement enables you to embed a visual carousel of records tailored to the library’s specifications, helping libraries promote their content in other websites. The feature mostly works but may be difficult to implement (requires server space) and there are several drawbacks including:
If campuses do implement this feature, please let the VE Testing Team know about is so we can get a closer look |
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2024 April | Shared Digital Resource Improvements | Other/TBD | This enhancement enables you to indicate whether you want to share digital records that were loaded from external data sources with other institutions based on Alma-D. Only two campuses have Alma-D so far so depended on individual campuses to do further testing to determine whether or not to enable. |
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2024 April | Request Patron Consent When Registering at Another Institution | No | Register button appears in Get It to allow users from an institution to register to get access to services from another institution. Feature does not make sense for the CSUs and such requests rare enough that it would hinder processes already in place |
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2024 April | Display SMS Wanted Field in My Library Card | No | Does not work with non-Verizon phones |
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2023 Oct | Add Customized Values Usage Subject Area to Primo Analytics | Other/TBD | Automatic |
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2023 Oct | Improve Performance of Browse Search | Other/TBD | Automatic |
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2023 Oct | Highlight Selected Record in FRBR Version List (Idea Exchange) | Optional |
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2023 Oct | Display Document Attributes for CDI Records | Optional |
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2023 Oct | Support Additional Resource Types for CDI | Other/TBD | Automatic |
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2023 Oct | Display Item Policy in Get It | Optional |
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2023 Oct | Allow Authentication for Customized List of Institutions | No |
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2023 Oct | Secondary Resource Type Enhancements | Other/TBD | Addressed by Resource Management Group |
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2023 Oct | Enhanced "May Also Be Held by" Service | No |
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2023 Oct | My Library Card Improvements | No |
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2023 Oct | Resource Recommender - Enhanced Search Capability | Other/TBD | Moved to November 2023 release |
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2023 Oct | Long Term Digital Loans - Support Patron Workflow | No |
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2023 Oct | Support Webhook Records from Featured Results | Other/TBD | Automatic |
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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” |
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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) |
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2023 Nov | Activating the New Unpaywall Collection | Optional |
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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 |
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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 ##) |
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Past release newsletter(s) with recommendations:
