Primo VE: Configure Views 1. Configure Viewsexl-edu.com/02_Primo/Primo VE...

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Primo VE: Configure Views

1. Configure Views

1.1 Configure Views

Notes:

Hello, and welcome to Configure Views in Primo VE’s Display Configuration.


1.2 Agenda

Notes:

In today’s session, we will start with an introduction to Primo Views. We will see how to access the Views List in the Configure Views area in Primo VE. Then, we will walk through the creation and customization of a view, starting with its General Attributes, then moving on to see how the Links Menu and Search Profile Slots are configured. We’ll see how Advanced Search, the Brief Results, and the Full Record displays are configured as well. And lastly, we’ll see where the View is branded in the Manage Customization Package area.


1.3 Introduction

Notes:

Introduction

1.4 Introduction

Notes:


The View in Primo defines everything we want to show the patron, and it’s where they can conduct searches,

retrieve results, and access materials.

This is the default View before any searches have been conducted. At the top we have our logo, the Main Menu,

and My account area. The search bar is prominently displayed on the page, with the option to go to an Advanced

Search. And then the content of the page is below that - by default, we have some explanatory text and links to get

help or provide feedback.

Once I start typing in a search, the search box dynamically displays a list of search options that I can use to target

my search. And once the search results are retrieved, I can see a list of relevancy ranked results. Each result has a

brief display, with an icon or book jacket, the resource type, the item’s title, creator, publisher, and so on. Each

result also has a few services associated with it as well, whether it’s to form a permalink to the record, to email the

citation, pin it to your favorites, or more.

And to the side of the results we have the Facets, where we can tweak, or refine, our results and based on

conditions like availability, subject, author, library, location, and more.

Clicking on the title of the brief result brings us to the full record display, where we can see more information about

the item in the Details section, and links to additional information about the record in the Links section. While there

are more sections in this full display, in this session we’ll be focusing on those that are customized in the view’s

configuration.

Conduct search (Slide Layer)


Search results (Slide Layer)

Full record display (Slide Layer)


1.5 Introduction

Notes:

It’s possible to have more than one view per institution - for example, one institution might have a test view, a demo

view, and a production view. Or perhaps there are multiple libraries that would want to have their own views.

Each view is defined in the URL with the parameter VID=. Then there is the Alma institution, a colon, and then the

View Code.

Let’s create a new view and see where this code is defined.


1.6 Views List

Notes:

Views List

1.7 Primo VE Menu in Alma

Notes:


To configure Views, go to the Alma Menu > Discovery > Display Configuration > Configure Views.

1.8 Views List

Notes:

Clicking on Configure Views brings us to the Views List. In this case, we have a few Views already defined. From

here we can see the View Code for each view, and the name and description of the view. We can indic ate which

view is the default view for the institution here.

The default view is the view that is used to see the record in Primo when Alma staff use the "Display in Discovery"

link.

There are several actions available for each view we can edit the existing view, duplicate it, or delete it. The

Override option lets us replace the view with a different view, acting as a redirect to the new view. And the Go to

View option links directly to the user interface of that view.

In this session, we will be adding a new view to our list.


actions (Slide Layer)

1.9 Adding a View

Notes:

Once I’ve clicked Add, I’m brought to the View Configuration’s initial page. Here we define the view by entering in a

code, a name, and a description. We can also choose to affiliate this view with a campus or library.

Remember that the View Code is used to form the URL of the View. In this case, we’re in the PRIMO_OAP_INST

institution, and we’re using the view code JC_TEST, so our URL is going to look like this.


Next, we determine the general attributes of the view. The default language for this view will be English. The Time-

out URL determines where the user goes after they log out of their session, or if they let their session idle long

enough to time-out. The side-bar includes the Tweak my results section - it’s possible to set the side bar to appear

on the left or the right of the screen. We can also enable auto-complete here, and set this view as the default view.

I can click the Views List to go back to the View without saving, or I can click Save to save it before returning to the

Views list.

Let’s click Save and Continue to move on to the next screen in the View Configuration.

1.10 General Attributes

Notes:

General Attributes


1.11 General Attributes

Notes:

Just after I add and save the view, I am brought to a similar Views Configuration screen, with the attributes I just

defined still on the page. But notice the View Code is now fixed - we can no longer edit it, and now there are a

number of tabs at the top. If I were to go back to the Views List and edit the View, this is the screen that appears.

Here in the General tab, we can change anything but the View code itself.

Let’s move on to the Links Menu tab.

.


1.12 Links Menu

Notes:

Links Menu

1.13 Links Menu

Notes:


The Links Menu tab contains a list of the links that are visible in the View.

Each of the links defined here is active. The Label determines what displays in the View, and the URL is either a full

URL or calling on a pre-existing function to link to that content.

In the user interface, we can see these links at the top of the screen. When there are more links than space in the

area, the View shows an ellipses that we can click on to see all of them.

Back in the View Configuration, I’m going to customize my links. The first time I customize this menu, I would click

on the Customize button - but I only need to do this once. Now when I come back to this page, I’ll be able to make

changes without this additional step.

By clicking on the mark in the active column, I can disable a few of the links so that they will no longer display. If I

want to change the Label on one of the links, I would click Edit, which would bring me to a new screen, and then I

could change the label and save.

Back in the list of links, I can see the label now reads New Search. It’s possible to restore the l ist of links to its

original settings, and it’s also possible to add more links if desired. Some of the links, such as browse, have

additional configuration options available for editing.

After making these changes, we can see them in the user interface. Notice that I no longer see the ellipses because

I have fewer links, and the label for Library Search is now New Search.


Display in UX - before (Slide Layer)

Customize (Slide Layer)


Disable links (Slide Layer)

Change Label (Slide Layer)


Link (Slide Layer)

Display in UX - after (Slide Layer)


1.14 Search Profile Slots

Notes:

Search Profile Slots

1.15 Search Profiles and Search Profile Slots

Notes:


Previously in the Search Profiles training session, we explored how Search Profiles are configured, and what scopes

are. In this session, we will see how these Search Profiles are used to populate Search Profile Slots in the Configure

Views area.

Search Profiles are groups of records used to search. Search Profiles contain at least one scope - or group of

records that meets specific conditions. Several search profiles can be configured for an institution - for example we

could have a search profile for the entire repository, a library, a collection, and more.

Search Profile Slots are configured in the Configure Views area of Primo VE. Search Slots are used to narrow down

or target searches in the user interface. In other words, they allow you to divide the data search into different

sections in a Primo View. Search slots are visible to the user when they start typing their query. Search Slots can

contain one or more search profiles, and the Primo View can contain one or more search profi le slots.

Let’s see a few examples.

1.16 Example – Single search profile in a slot

Notes:

In our first example, the Search Profile Slots appear in the initial search when the user types in their search terms.

After the results return, it’s possible to see the search slots in the drop down at the end of the search box. In this

example, we have the Everything search slot selected, and it has only one search profile in it.


Our next example shows how multiple search profiles appear when they are in a search slot. Here we have

selected the Libraries search slot. If we click on the down arrow, we could see the other search slots. However with

the Libraries search slot, we have multiple search profiles - the Main Library search profile, the Graduate Library

search profile, and so on.

Let’s take a look at how this was configured in the view.

Example – Multiple Search Profiles (Slide Layer)


1.17 Search Profile Slots

Notes:

The Search Profile Slots tab contains the configurations that determine how the search options appear in the View.

By default, we have a few search profile slots already configured; one that contains everything, or the local data and

the Central index, another slot for just the library catalog, a third for just Articles in the Central index, and the last a

course reserves slot. The slots that are active have a mark in the active column. Notice that the only inactive slot is

the course reserves slot.

Here in the user interface, we can see the default slots - Everything, Library Catalog, and Articles. And after the

search is conducted, we can access the search slots again in this drop down. Let’s walk through adding another

search slot for the libraries, as we saw in the previous examples.

Back in the View Configuration, I’ll need to click on the Customize button once, and that will enable me to make

changes to this tab moving forward. Now I can Add a Slot, change the position of the slots in the View using these

arrows, and take actions on existing slots.


Display UX - slot (Slide Layer)

Display UX - submenu (Slide Layer)


Customize (Slide Layer)

Add a slot (Slide Layer)


1.18 Adding a Search Profile Slot

Notes:

By clicking on Add a Slot, we’re brought to the Define a Slot screen.

First, I would create a code, name, and a Description for this new slot. We are going to create a new search slot that

will allow us to search the collections at individual libraries in my institution.

To do this, we will want to activate the search profiles for each library. These search profiles were defined earlier in

the Display > Search Configuration > Search Profiles area of Primo VE.

Each active profile has a mark next to it. I can change the position of each of the profiles here, and I can cl ick View

to see the scope or scopes that are included in this profile.

Let’s save this Slot. Now we can see the slot in the Search Profile slots list.

Now when we view the search options in the user interface, we can select the Libraries search slot, and then get a

drop-down containing the list of libraries.

Let’s move on to the next tab in the Views Configuration, Advanced Search.


New slot (Slide Layer)

Define a slot (Slide Layer)


Display in UX (Slide Layer)

1.19 Advanced Search Configuration

Notes:

Advanced Search Configuration


1.20 Advanced Search Configuration

Notes:

The Advanced Search Configuration tab allows us to customize several components of the Advanced Search. We

can select the fields that display in the Any field drop down, the Material Type drop down, and the Language drop

down.

Here in the configuration, we can see the list of indexes that are used in the Any fields drop down. We can also

control which fields display based on the Search Slot. For example, we would not necessarily want to include course

reserve-specific fields in every drop down. These can be customized by clicking on the row actions list. It’s also

possible to change the order of the fields in the drop down by using the arrows to move them up and down. To add

a new field to the list, click on Add index, and a list of available indexes will become available for selection.

The List of Resource Types and Languages can also be configured on this tab.


Any field (Slide Layer)

Material types and languages (Slide Layer)


1.21 Brief Results

Notes:

Brief Results

1.22 Brief Results

Notes:


The Brief Results configuration allows us to customize components of search results screen. Here we can change

the way the sorting and facets work.

In the Brief Results tab, the first section is devoted to facets configuration. Facets that are currently visible in the

user interface have a mark in the Active column. The Values to Display column determines how many options can

appear under the facet without having to expand it. Here we’ve set the Availability facet to 5, and the rest at zero,

so in the user interface, this is what we see. It’s possible to expand each of the facets by clicking on the teal arrow -

after we do so, it looks like this.

The items within the facet can be sorted several ways. In most cases we’re sorting them by size, but occasionally it

makes more sense to sort by Alphabetical Order. Similar to the Advanced Search Configuration, we can determine

whether or not each Search Profile Slot will have the same set of facets. And we can control the order of the facets

as they appear in the view.

The next section in Brief Display is Sort - here we can activate or deactivate different types of sorting that are

available, and we can control the order in which they appear in the Sort by drop down.

Lastly, we can determine how manifestations of the same work display in the search results. By default, if we

conduct a search and find different versions of the same work, we’ll see a generic record and be prompted to click

on View Versions to see the itemized list. If we select Preferred, however, we will see the record with the most

metadata associated with it as the preferred record. We’ll still see a link to view all versions.

Facets (Slide Layer)


Display Facets (Slide Layer)

Facets continued (Slide Layer)


Sort (Slide Layer)

FRBR (Slide Layer)


1.23 Brief Record Display

Notes:

Brief Record Display

1.24 Brief Record Display

Notes:


The Brief record display tab allows us to customize the fields and actions that appear for e ach record in the brief

results.

While the number of lines is static, it’s possible to edit each line and add, change or delete the fields that appear.

By clicking on Edit, I can add or edit the delimiters in this line. If I click Add, a popup appears with additional fields.

The next section in the Brief Record Display tab contains the available actions for the record. These include adding

and removing records to the Favorites list, emailing the record, generating a permanent link for the record, creat ing

a citation for the record, and printing it. This is also where the push to actions for various citation managers can be

configured.

Brief Record Display VE (Slide Layer)


Display Fields (Slide Layer)

Keep This Record Actions (Slide Layer)


1.25 Full Record Services

Notes:

Full Record Services

1.26 Full Record Services

Notes:


In the Full Record, we can customize the order in which each of these elements appear, as well as several of the

sections within the display.

Notice we have a list of the full record services here, along with a description, and the ability to reorder these

elements if desired.

We can also configure the Details, Links, and Citation Trail sections. Let’s see the configuration options for Details

by clicking on Configure.

From here, I can reorder the fields displayed in the Details section, I can use the row action’s list to edit or delete

fields, or I can add a new field for display.

When you click add, you get all the metadata elements that can be used for display. If you have added additional

local fields in the "Manage Local Fields" area, it will be seen here as well and can be added for display.

Display UX (Slide Layer)


Full Record Services tab (Slide Layer)

Details (Slide Layer)


Add (Slide Layer)

1.27 Manage Customization Package

Notes:

Manage Customization Package


1.28 Manage Customization Package

Notes:

The last tab in the Configure Views is Manage Customization Package. Each view contains its own set of CSS, HTML,

and image files that control the look and feel of the user interface. Since this functionality is covered in a different

training, I’ll just briefly mention that from here we can download the set of files, edit them, and upload the files

again from this tab.

For more information about the Manage Customization Package, please refer to the Customizing the Primo UI via

the Primo VE and Alma Menus training sessions.


1.29 Session Review

Notes:

Session Review and Quiz

1.30 Session Review

Notes:


In this session we covered • What Views are • How patrons experience a View • How to create a View, and • How to customize a View • Please refer to the Recommended Articles section for additional information. After the brief quiz that begins on the next page, you can continue on to the next training session in this series.

1.31 Question 1

(Multiple Choice, 10 points, 1 attempt permitted)

Correct Choice

X Search profiles are configured to contain scopes, while search profile slots are

configured to contain search profiles.

Search profile slots can contain multiple scopes, while search profiles can contain

only one scope.

Users can configure search profiles, but not search profile slots.

Views can contain only one search profile slot, but can contain multiple search

profiles.


Users can configure search profiles slots, but not search profiles.

Feedback when correct:

Search profiles are configured to contain scopes, while search profile slots are configured to

contain search profiles.

Feedback when incorrect:

Search profiles are configured to contain scopes, while search profile slots are configured to

contain search profiles.

Notes:

Correct (Slide Layer)


Incorrect (Slide Layer)

1.32 Question 2

(Multiple Choice, 10 points, 1 attempt permitted)

Correct Choice

X Brief Results


General

Advanced Search Configuration

Brief Record Display

Full Record Services


In the Views Configuration, the Brief Results tab contains the facets configuration.


In the Views Configuration, the Brief Results tab contains the facets configuration.

Notes:




1.33 Question 3

(True/False, 10 points, 1 attempt permitted)

Correct Choice

X True


False


It is possible to see the view code in the URL of the Primo user interface.


It is possible to see the view code in the URL of the Primo user interface.

Notes:




1.34 Thank You!

Notes:

Thank you for joining us! We hope that you have found this information helpful to your understanding of Primo VE.

For more information, please visit the Ex Libris Knowledge Center.


1.35 About this Training

Notes:

1 (Slide Layer)


2 (Slide Layer)

3 (Slide Layer)


4 (Slide Layer)

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