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

Year Month release

What it does

Recommended

Yes No Optional Other/TBD

Configuration

Added to Config Page

Yes No

Year Month release

What it does

Recommended

Yes No Optional Other/TBD

Configuration

Added to Config Page

Yes No

2024 June

New Linking Template for InfoBase

Yes

No

2024 June

Linked Open Data - Discovery of Person Entity

Yes

  • Go to  Configuration > Discovery > Other > Customer Settings: enable the following

    • enable_person_entity_info_card > true

    • enable_person_entity_autocomplete > true

  • There are also labels that you can adjust under Configuration > Discovery > Label under the following sections:

    • Person Entity Labels > All labels

    • Aria Labels > Codes that have the syntax “nui.aria.personEntity.”

No

2024 June

Add "Exclude CDI Resource Types" Option to CDI Scopes

Optional

  • Go to Configuration > Discovery > Search Configuration: Search Profiles

  • With a Search Profile that has CDI > Edit > List of scopes included in the Search Profile > Choose the CDI Search: Edit > Edit Resource Type Selection > Selected CDI Resource Type > add the resource types

  • If you are enabling this feature as a separate/new CDI search profile, then you must also enable to material type by going to Configuration > Discovery > View Configuration: Edit > Brief Results: Resource Type > Edit > Add the search profile

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.  

  • Enabled by default (different from language in feature update that indicates it is disabled by default)

  • Go to Configuration Menu > Discovery > Display Configuration > Configure Views > General Attributes: Display Quick Links > Check

 

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:  

  • Go to Configuration Menu > Discovery > GetIt Configuration > Holdings Search Configuration > Primo VE Customized Holdings for Search: select Exclude when first indicator equals 0

 

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). 

  • Disabled by default

  • Go to Configuration > Discovery > Other > Customer Settings > Parameter: display_location_level_in_getIt_single_location > True

 

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:

  • Subjects should be in alphabetical order 

  • Author’s names are showing no results

  • Keywords fields are required in brief results

In general, campuses should wait to get this feature fixed but also depends on how strongly subject records are

 

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: 

  • Does not sort by newest books

  • Accessibility issues so not really ADA compliant

  • Problems with getting book covers

If campuses do implement this feature, please let the VE Testing Team know about is so we can get a closer look

 

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.

 

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

 

2024 April

Display SMS Wanted Field in My Library Card

No

Does not work with non-Verizon phones

 

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)

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

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

https://knowledge.exlibrisgroup.com/Primo/Content_Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/CDI_-_The_Central_Discovery_Index/Integrating_Unpaywall_for_Discovery#Activating_the_Unpaywall_Collection

 

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: