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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

Year Month release

What it does

Recommended

YES NO OPTIONAL OTHER/TBD

Configuration

Added to Config Page

YES NO

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

NO

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

Past release newsletter(s) with recommendations:

  • No labels