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ULMS Discovery Committee

About

The Discovery Functional Committee, in collaboration with COLD subcommittees and CSU Library's communities of practice, monitors and updates workflows and system configurations, conducts meetings and training workshops, and recommends policies and solutions related to discovery practices within the ULMS.



Latest News/updates

2024-25 Priorities

  • VETT and Next Discovery Experience (NDE)

  • AI - Primo Research Assistant and Alethea (Leganto)

  • Data issues, Norm Rules, Linked Data

  • Sharing customizations

  • Wiki improvements

2023-24 Priorities

  • Data Issues (duplicate records)

  • OneSearch Mobile Experience


Members

July 2024-June 2025

  • Ken Herold, Los Angeles (Chair; member 22-25) 

  • Julie Shen, Pomona (member, 23-25) 

  • Hannah Lee, Dominguez Hills (member, 23-25) 

  • Kristi Chavez, Bakersfield (member, 23-25) 

  • Can Li, San Francisco (member, 24-26)

  • Lauren Magnuson, San Marcos (member, 24-26)

  • David Walker - Chancellor Office (ex officio

Past Committee Members


Contacts


Task Force

Analytics Joint Task Force
  • Analytics Joint Task Force

  • Create training videos

  • Hold training sessions

  • Create canned reports for the CSU

  • Create visual representations of data using Tableau

  • Investigate how UI impacts resource usage

Norm Rules Joint Task Force
Uresolver Task Force
  • Uresolver Task Force

  • Investigate potential areas of improvement for uresolver menu and resource sharing links.

User Experience and Development Task Force
  • User Experience and Development Task Force

  • Investigate potential areas of improvement for the ULMS discovery user experience. 

  • Propose improvements to the ULMS discovery user experience.

  • Work with campus developers to create system enhancements and integration that implement improvements to the ULMS discovery user experience


Past task forces

Documentation and How-To

Primo VE Customization

Normalization

Primo VE How-To Documents

How to - Search configurations

The thing

Description

How to in Primo VE

Fewer results

Multiple campuses reporting fewer results returned in VE than in PBO

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Multiple-campuses-reporting-fewer-results-returned-in-VE-than-in-PBO

Unknown search profile

Unidentified Search Profile slot for Production View

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Unidentified-Search-Profile-slot-for-Production-View

DN profile

The Discovery Network (DN) is analogous to the Network Zone (NZ) with the exception that you don’t need to include your institution scope in any scope that includes the DN. Institution records are a subset of Discovery Network records.

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Discovery-Network

CDI Search profile

Set Brief Results and Facets

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Brief-Results-and-Facets

Facet limits

Notes on Facet to limit to "my institution"

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Notes-on-Facet-to-limit-to-%22my-institution%22

Excludes CDI eBooks

Enable “exclude CDI eBook” from search scopes that include Central Index

Exclude eBooks from CDI Results

How to - Configure View

Links Menu

Description

How to in Primo VE

Hide links

On the full record display, the links section can contain many 856 links that institutions may not want to show. Because Primo VE does not have a built-in mechanism for configuring which links to hide or display, the best solution is to do this using your local customization package.

Hide Links in the Links Section of Full Record Details

Local link

If you want to display these links only in local VE, you'll have to use General Electronic Services.

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Adding-local-link-fields-to-record-display

Turn off services

Is a Services view needed in VE?

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Is-a-Services-view-needed-in-VE%3F

GES - General Electronic Services

Including general GES, Scholarworks Links (not import profile for scholarworks), and link to report “Concerns about content”

Advanced Search Config

Description

How to in Primo VE

Location filter

add Location to the search filter on the advanced search

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Location-Filter-on-Advanced-Search

Add ISSN

Can I add ISSN in adv search but not full record display?

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Can-I-add-ISSN-in-adv-search-but-not-full-record-display%3F

Always Expand Advanced Search

Always show advanced search form expanded (default is to collapse the form after a search).

Always Expand Advanced Search

Brief Records display

Description

How to in Primo VE

Course instructor name

Course instructor names appear without comma

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Course-instructor-names-appear-without-comma

Course icon

How to remove Course icon in Brief Results

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#How-to-remove-Course-icon-in-Brief-Results

Share Export Action

Adds Share button that allows users to share records via social media to quick links Brief Display, Full Display, and My Favorites.

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/150End_User_Help/12Exporting_Records_from_Primo_VE

Full Records Services

Description

How to in Primo VE

Related Records

Related records not showing up

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Related-records-not-showing-up

Detail Display

Description

How to in Primo VE

subject headings

how best to limit display of subject headings

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Limit-display-of-subject-headings

Subject Headings

Norm rules for OOTB Search/facet for subjects

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#OOTB-search%2Ffacet-norm-rule-for-Subject%3F

NZ/IZ MMSID and OCLC display

The display shows IZ MMS ID label (it should show NZ MMSID label). The OCLC number is in the identifier field (we removed rule 035 from our identifier field). There is no separate OCLC field(it should show OCLC field separately)

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#NZ%2FIZ-MMSID-%26-OCLC-Number-displaying-in-unexpected-ways

Incorrect item display information

Labels for the fields are incorrect and don't match the data in Alma or the Primo Classic display

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Incorrect-item-display-information

search Inside

Search Inside service--can it be disabled

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Search-Inside-service--can-it-be-disabled

How To - Display Configuration
How to - Get it (digitization, hold/booking, resource sharing, item display) configuration

The thing

Description

How to in Primo VE

Location full record display

records with items in multiple locations, the location area in the full record renders in the collapsed view.

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Locations-in-full-record-display-not-loading-as-desired

CSU+ GES display not working

A couple weeks ago we noticed that CSU+ links at many libraries were not appearing in Primo VE, even when they did appear in regular Primo.

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#CSU%2B-and-GES

Report a Problem form not working

It looks like the report a problem code came over correctly but I can't get it to do anything when I click "Report"

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Report-a-Problem-form-not-working

CSU+ Form

CSU+ Form Configuration

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#CSU%2B-Form-Configuration

Item Display Config

Configure Full record display location table to look like class Primo table

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Full-record-display-location-table

Holding accuracy

Holdings information not loading

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Holdings-information-not-loading

Check other campuses button

If you are missing the Check Holdings at other campuses button...

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#If-you-are-missing-the-Check-Holdings-at-other-campuses-button...

GES

GES showing up in undesired places

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#GES-showing-up-in-undesired-places

How to - Library card configuration

The thing

Description

How to in Primo VE

Not append JWT token to pay fine link

Our pay fine link out of Library Card goes to a library page first and not directly to the credit card system.

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Is-there-a-way-to-NOT-append-the-JWT-token-to-the-Pay-Fine-link%3F

How to - User configuration/authentication

The thing

Description

How to in Primo VE

Discovery Import Profile - linking problem

Instead of the correct label they say "inkingParameter1" and open to a blank page.

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Discovery-Import-Profile%3A-linking-parameter-problems

How to - External data sources

The thing

Description

How to in Primo VE

ScholarWorks

Adding ScholarWorks

Adding ScholarWorks Records to Primo

ScholarWorks VE Configurations

DeepLinks

Creating Deep Links

Creating Deeplinks in VE

Lockers

Information and document on the use of lockers as a contactless pick-up option.

Lockers

Ebsco

Configure EBSCO scope

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Configure-EBSCO-scope

Add new resources for external data

trying to add a new resource type - Libguides for our libguides data.

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Add-a-new-resource-type-for-external-data

Libguides

We imported Libguides into our VE and created a local resource type "Libguides". The data show up in our VE correctly. However, our libguides records also show up in other institutions' VE instances.

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Why-local-resource-type-and-imported-external-data-will-show-up-in-other-Institution%27s-Primo-VE

Digital Commons profile

Import profile error “Invalid XML character was found in the element content of the document”

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Import-profile-error-%E2%80%9CInvalid-XML-character-was-found-in-the-element-content-of-the-document%E2%80%9D

WorldCat

WorldCat link is not showing up

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#WorldCat-link-is-not-showing-up

Google Scholar

Google Scholar publishing profile

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Google-Scholar-publishing-profile

Resource type facets

Resource type facets with external data sources

https://spaces.calstate.edu/wiki/spaces/ULMSD/pages/2226159630/Primo+VE+Tips+and+Tricks#Resource-type-facets-with-external-data-sources

Unpaywall

Access open access articles through a PDF or link in the GetIt/ViewIt/etc. section

https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_Utilize_the_Unpaywall_API_for_Open_Access_Content_and_Resources_in_Discovery

Discovery Open Forum - Primo VE Tips & Tricks I

How to - Miscellaneous

The thing

Description

How to in Primo VE

Permalinks

The current BaseURL in PBO will continue to work after the switch, redirecting traffic to the Primo VE resolver.

Primo+VE+Tips+and+Tricks#How-will-permalinks-migrate-from-PBO-to-VE?

Language displays

Language Display differences in VE

Primo+VE+Tips+and+Tricks#Language-Display-differences-in-VE

Resource Rec

You need to recreate the Resource Recommender settings in V

Go VE - Moving additional features

Process types

Excluded Process Types showing Services

Primo+VE+Tips+and+Tricks#Excluded-Process-Types-showing-Services

Provide Warning Message when Guests Add to Favorites

Users who have not logged in are warned when adding records to Favorites that records are temporary and will last during the session only

  • 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

How to - Discovery and Rapido

The thing

Description

How to in Primo VE

Discovery and Rapido

Discovery changes related to implementing Rapido. Includes: search scopes, views, and request forms.

Discovery and Rapido

Hide Duplicate "Sign In"

Hide duplicate "Sign In" section of Rapido GetIt

Hide Duplicate "Sign In"

Hide Rapido Offers for Media Items

Hide Rapido digital offers for locally defined resource types

Hide Rapido Digital Offers for Media Items

Ex Libris Documentation and Training

Ex Libris Updates, Developer Network

Archives

Attachments:

01CALS Primo URLs.xlsx (application/vnd.openxmlformats-officedocument.spreadsheetml.sheet)
PrimoVE Go Live Tasks.xlsx (application/vnd.openxmlformats-officedocument.spreadsheetml.sheet)
DFC 2021-2022 Priorities.pdf (application/pdf)
DFC 2021-2022 Priorities.pdf (application/pdf)
DFC 2021-2022 Priorities.pdf (application/pdf)
General Electronic Services .pdf (application/pdf)