Primo November 2016 Highlights

Transcription

1 Primo November 2016 Highlights Introduction This guide summarizes the various enhancements and changes that are new for the November 2016 release of Primo. For information regarding defect fixes, see Release Notes.

2 Primo November Release Highlights Webinar Media, iframe, embed and object tags are not supported inside of a PDF. To download the Webinar, click the following link: Primo November Release Social Login for Alma This enhancement enables Alma environments to utilize patrons' social network logins to use as a single-sign-on login to access library services from Primo. For more information, see Using Social Networks for User Authentication.

3 Enhancements to New UI The following sections describe the enhancements made to the new UI. In most cases, the configuration for the new UI is the same as for the previous UI. For details specific to the new UI, see Back Office Configuration for the New UI. bx Recommendations For the new UI, bx Recommendations display in the Related Reading section of a record's full display. For additional information, see bx Recommendations. Related Reading Section in Full Display For Alma customers who are receiving bx recommendations and want to switch to the new UI, it is necessary to set the New UI Enabled field and populate the Alma Services Page URL field. This allows the system to display the full record for titles that users click in the Related Reading section. Export to RIS Format The ability to convert a record's citation to RIS format has been added to the new UI on the Full Display page of a record.

4 Send To Options in New Primo UI To export a citation to RIS format: 1. Perform a search in the new Primo UI. 2. Access the record's full display by clicking the title of the record. 3. In the Send to section, click EXPORT RIS to display the output options. Export RIS Options 4. Select the encoding for the output file.

5 Encoding Options 5. Click DOWNLOAD. You may either view the output with a specified application or save the output to a specified file. The following figure shows an example of a record's output: Example Output Support Locations Service The information that displays in the Locations tab in the Front End UI will now display in the new Primo UI under the Get It section of the record's full display.

6 Get It > Locations Section New Primo UI From the Locations subsection, users can perform the following operations: Click the right arrow to display a location's items. Displaying a Location's Items Click the down arrow to display more information for an item.

7 Expanding an Item's Details Click the up arrow to display less information for an item. Click the expand/collapse icon to display either more or less information for all of a location's items. Click the BACK TO LOCATIONS link to return to the list of locations. Support for OPAC Via Link Suport for OPAC via Link (OvL) has been added to the new Primo UI. When OvL is active for an institution, fulfillment requests are handled by the ILS's OPAC instead of Primo's UI. Get It Service In the Get It section, the systems displays the following subsections for OvL environments: Requests This section displays sign-in information if needed for the institution. Locations This section displays a list of locations. When an OvL location is clicked, the OPAC opens on a new tab or page.

8 Get It Service (OvL) My Library Card In OvL environments, the My Library Card link opens a new tab or page, which enables users to view their library cards from the ILS's OPAC. An additional link called Settings allows users to view or configure a limited number of settings (such as , SMS number, and language) within Primo. The label for the new Settings link is configured with the following code in the Library Card Labels code table: default.nui.details.header.ovl > Settings Records Opened in New Tab or Window This enhancement allows users to open the full page of a record using the following options after right-clicking a link in the results: Open link in new tab Open link in new window Open link in new private window

9 New Right-Click Options Enhanced Favorites Indicator The new Primo UI has been enhanced to provide visual indication when users save records to My Favorites. This indication provides confirmation and highlights the location of the My Favorites button to users. After the record has been saved, the color of the My Favorites button returns to its normal color. Record Saved to My Favorites Indicator In addition, the My Favorites button will now float so that it always appears at the top of the screen when scrolling.

10 Floating My Favorites Button Saving Searches and Alerts This enhancement enables signed-in users to save searches between sessions and receive alerts when there is an update to the saved search query. After a query has been saved, the My Favorites > Saved Searches pages allows users to perform the following operations on saved searches: view, delete, and set/clear an alert.

11 My Favorites - Saved Searches Page To save a query: 1. Perform a search that you want to save. 2. Click Save Query, which appears above the search results.

12 Save Query Link In addition, you will have an opportunity to set an alert for this query by clicking the notification link that appears above the search box (see Setting an Alert for more details): Set Alert Notification Link To delete a query:

13 1. Click the My Favorites button at the top of the page. 2. Click the Saved Searches tab to display all of your saved searches. 3. Click the Unpin button that appears next to the query that you want to remove from the list. Deleting a Query To delete a group of queries: 1. Click the My Favorites button at the top of the page. 2. Click the Saved Searches tab to display all of your saved searches. 3. Select the check boxes of the queries that you want to delete.

14 Selected Queries To select all queries, click the check box above the list. 4. Click the Unpin button that appears above the list.

15 Deleting a Group of Queries To set an alert: 1. Click the My Favorites button at the top of the page. 2. Click the Saved Searches tab to display all of your saved searches. 3. Click the Set Alert button that appears next to the query to set the alert. Set Alert Button 4. If necessary, update the address to which the alert is sent. If the alert had not been previously set, the address defaults to the value stored in the user's personal settings. a. Click the Change address link above the search box.

16 Change Address Link b. Modify the address and then click SAVE.

17 Notification Settings Dialog Box To clear an alert: 1. Click the My Favorites button at the top of the page. 2. Click the Saved Searches tab to display all of your saved searches. 3. Click the Clear Alert button that appears next to the query to clear the alert. Clear Alert Button To set alerts for a group of queries: 1. Click the My Favorites button at the top of the page. 2. Click the Saved Searches tab to display all of your saved searches. 3. Select the check boxes of the queries for which you want to receive an alert.

18 Selected Queries To select all queries, click the check box above the list. 4. Click the Set Alert button that appears above the list.

19 Setting Alerts for a Group of Queries Back Office Configuration This functionality is enabled by default. You can use the Favorites Labels code table to modify the labels that appear in the new Primo UI. Displaying Snippets This enhancement extends the Snippets functionality to the new Primo UI and does not require additional configuration in the Views Wizard. For more information, see Snippet Display Options. Static Help File The New Primo UI now allows you to create a help file for each language that your institution supports. These help files can be created and managed with the Customization Package Manager (Primo Home > Primo Utilities > UI Customization Package Manager). For more information on configuring the help link and files, see New UI Customization - Best Practices. Did You Mean The Did You Mean (DYM) feature has been added to the new UI to offer suggestions to users if their search does not return a specified number of results. For more details on how DYM works, see Did You Mean.

20 DYM in New UI Virtual Browse The Virtual Browse capability has been added to the new UI on the Full Display page. It allows users to browse items based on the location of an item in the search results. The user will be able to navigate through items on the shelf, starting at the selected item s browse/callnumber value in the PNX. For more details, see Virtual Shelf Tab. Virtual Browse in New UI Redirection of Permalinks and Deep Links This enhancement allows official deep links (which are links that use the dldisplay or dlsearch actions in the URL) in the old UI to be redirected to the new UI after making the new UI the primary interface. To support this functionality, the New UI Enable field has been added to the Institution Wizard to indicate that the new Primo UI is

21 now the primary UI. The system will check this new field to determine whether to redirect the link to the new Primo UI. For redirections involving the dldisplay action, the view ID is taken from the Select View field if it has been configured in the Institution Wizard. Institution Wizard - Delivery Base URLs Section

22 New Alma Dublin Core Template The Alma Dublin Core normalization rules template has been rebuilt to include additional Alma parameters, which require the format of this template to be changed to complex XML. For more details on this template, see Alma Dublin Core. For information regarding the configuration of the publishing profile in Alma, see Publishing Alma Records to Primo. To use the Alma Dublin Core template: 1. Define the data source for the Alma Dublin Core records (Primo Home > Ongoing Configuration Wizards > Pipe Configuration Wizard > Data sources Configuration). Make sure that you set the Source format field to XML. 2. Create a normalization rules set from the Alma Dublin Core template (Primo Home > Ongoing Configuration Wizards > Pipe Configuration Wizard > Normalization Rules Configuration). 3. Define a regular pipe for the Alma Dublin Core records and make sure that you specify the normalization rules set that you created to normalize the Alma Dublin Core records (Primo Home > Ongoing Configuration Wizards > Pipe Configuration Wizard > Pipes Configuration > Define Pipe). New Records Facet The New Records facet has been added to the Primo search results to allow users to display records that have been added recently over the following intervals: New last week - displays only records that have been added in the last seven days. New last month - displays only records that have been added in the last 30 days. New last 3 months - displays only records that have been added in the last 90 days. The following types of records are not considered new: Records that were not added to a PC group first. Records that were added to a dedup-merged group. Records that were updated. Records that were deleted and then reloaded using a Delete Data Source and Reload pipe.

23 Records that were re-indexed. Records from Summons collections that replaced existing PC collections. Back Office Configuration Out of the box, the New Records facet is disabled. The following table describes the configurations that are associated with the New Records facet. Configuration Options for the New Records Facet Component Description Views Wizard (Primo Home > Ongoing Configuration Wizards > Views Wizard) To enable the new facet: In the Brief Display > Refine My Results (Facets) tile, add the New Records facet to the list of facets in the Facets to Display section. The following codes were added to support the display of the new facet in the Primo Front End: Facet Labels code table (modified) default.facets.facet.facet_newrecords > New Records default.facets.search-box.facet_newrecords > New Records Facets Code Fields code table (modified) The following value was added to support the display of the new facet in the Primo Back Office: facet_newrecords > New Records This table defines the following static facet values that display for the New Records facet: New Records Type code table (new) default.facets.facet.facet_newrecords.07 days back default.facets.facet.facet_newrecords.30 days back default.facets.facet.facet_newrecords.90 days back

24 EBSCO Improvements The following enhancements have been made to improve EBSCO searches: Keyword searches are now supported for EBSCO. Boolean operators are supported as long as the search does not include a specific field. The system adds the AND operator between two keywords if the following is true: The keywords do not already have an OR, AND, or NOT operator between them. The keywords are not enclosed by quotation marks, which indicates an exact search of the keywords. Support RTL Languages This enhancement adds the infrastructure to support CSS for right-to-left (RTL) languages and includes the CSS for Hebrew. When switching to an RTL language (currently only Hebrew) the following adjustment will now occur: The text is is aligned on the right. The search box and user area appears on the opposite side. Facets remain on the right side of the page, but the text is aligned on the right. The thumbnails appear on the right side, and the actions on the left side.