OPAC VIA PRIMO (OVP):
SORTING OUT WHAT IS
PRIMO AND WHAT IS THE
ILS
Alison Hitchens, University of Waterloo Library
ELUNA ...
What is OPAC via Primo (OvP)
 Full integration of patron requests, display of
holdings and library account information in...
Documentation
 "Interoperability Guide"
 chapter: Configuring OPAC via Primo
 Voyager-Primo Integration User's Guide
 ...
Primo or ILS?
Primo
 Fields to display
 Order of fields and number of items
 Labels
ILS
 Data
 Permissions
ELUNA 2014...
Reminder – Account in OvL
ELUNA 2014 OvP
5
My Account - Loans
ELUNA 2014 OvP
6
My Account – Loans Detail
ELUNA 2014 OvP
7
My Account - Requests
ELUNA 2014 OvP
8
My Account – Fines & Fees
ELUNA 2014 OvP
9
My Account – Blocks &
Messages
ELUNA 2014 OvP
10
My Account – Personal Settings
Note: whether an update to e-mail in Primo
updates the e-mail in the ILS depends on
whether...
Reminder: Locations in OvL
ELUNA 2014 OvP
12
Locations
ELUNA 2014 OvP
13
Locations – Item Details
ELUNA 2014 OvP
14
Locations – Holdings Notes
Primo – define which holdings fields to pull from ILS; control
labels “Summary Holdings” and “H...
Reminder: Requests in OvL
ELUNA 2014 OvP
16
Requests
ELUNA 2014 OvP
17
System Messages
ELUNA 2014 OvP
18
Where are changes made in
Primo?
 Code Tables – OPAC via Primo subsystem
 Mapping Tables – OPAC via Primo subsystem
ELUN...
OvP Mapping Tables (not full
list)
ELUNA 2014 OvP
20
Example OvP Mapping Table
ELUNA 2014 OvP
21
OvP Code Tables (not full list)
ELUNA 2014 OvP
22
OvP Code Table Example
ELUNA 2014 OvP
23
Troubleshooting*
 You can use the adapter templates to see the ILS
response to a variety of API calls
Back Office>Advance...
Availability in Primo
 Not related to OvP
 Information from the PNX – Display –
Library Level Availability
<availlibrary...
Thank you!
Alison Hitchens
Cataloguing & Metadata Librarian
University of Waterloo Library
Waterloo, ON Canada
ahitchen@uw...
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OPAC Via Primo (OvP): Sorting Out What is Primo and What is the ILS

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Explanation of Ex Libris software Primo in terms of what is controlled by the discovery layer (Primo) and what is controlled by the Integrated Library System (e.g. Voyager) when you are using OPAC via Primo (OvP). Presented at ELUNA 2014 in Montreal.

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OPAC Via Primo (OvP): Sorting Out What is Primo and What is the ILS

  1. 1. OPAC VIA PRIMO (OVP): SORTING OUT WHAT IS PRIMO AND WHAT IS THE ILS Alison Hitchens, University of Waterloo Library ELUNA 2014, Montréal
  2. 2. What is OPAC via Primo (OvP)  Full integration of patron requests, display of holdings and library account information into the Primo user interface  Application Program Interface (API) used to request data from the ILS but display in Primo using Primo look and feel  Voyager, Aleph and Alma*  Change from OPAC via Link (OvL) which linked out to the ILS user interface for holdings, request and account information display (with Primo version 3) *Alma only uses OvP API for My Account ELUNA 2014 OvP 2
  3. 3. Documentation  "Interoperability Guide"  chapter: Configuring OPAC via Primo  Voyager-Primo Integration User's Guide  some additional configurations in the vxws.properties file Note: this presentation uses Voyager examples ELUNA 2014 OvP 3
  4. 4. Primo or ILS? Primo  Fields to display  Order of fields and number of items  Labels ILS  Data  Permissions ELUNA 2014 OvP 4
  5. 5. Reminder – Account in OvL ELUNA 2014 OvP 5
  6. 6. My Account - Loans ELUNA 2014 OvP 6
  7. 7. My Account – Loans Detail ELUNA 2014 OvP 7
  8. 8. My Account - Requests ELUNA 2014 OvP 8
  9. 9. My Account – Fines & Fees ELUNA 2014 OvP 9
  10. 10. My Account – Blocks & Messages ELUNA 2014 OvP 10
  11. 11. My Account – Personal Settings Note: whether an update to e-mail in Primo updates the e-mail in the ILS depends on whether you are using Aleph or Voyager (and which version) ELUNA 2014 OvP 11
  12. 12. Reminder: Locations in OvL ELUNA 2014 OvP 12
  13. 13. Locations ELUNA 2014 OvP 13
  14. 14. Locations – Item Details ELUNA 2014 OvP 14
  15. 15. Locations – Holdings Notes Primo – define which holdings fields to pull from ILS; control labels “Summary Holdings” and “Holdings Notes” ELUNA 2014 OvP 15
  16. 16. Reminder: Requests in OvL ELUNA 2014 OvP 16
  17. 17. Requests ELUNA 2014 OvP 17
  18. 18. System Messages ELUNA 2014 OvP 18
  19. 19. Where are changes made in Primo?  Code Tables – OPAC via Primo subsystem  Mapping Tables – OPAC via Primo subsystem ELUNA 2014 OvP 19
  20. 20. OvP Mapping Tables (not full list) ELUNA 2014 OvP 20
  21. 21. Example OvP Mapping Table ELUNA 2014 OvP 21
  22. 22. OvP Code Tables (not full list) ELUNA 2014 OvP 22
  23. 23. OvP Code Table Example ELUNA 2014 OvP 23
  24. 24. Troubleshooting*  You can use the adapter templates to see the ILS response to a variety of API calls Back Office>Advanced Configuration>Mapping Tables>Mapping Tables>ILS Gateway>ILS Adaptors Templates  Copy the call template and fill it in with the appropriate information.  Use the server to log the response from the ILS  If the ILS is sending the correct data then the issue is probably with Primo *With thanks to Maxine at Ex Libris Support. ELUNA 2014 OvP 24
  25. 25. Availability in Primo  Not related to OvP  Information from the PNX – Display – Library Level Availability <availlibrary> $$IWATERLOO $$LWATERLOO LIBRARY $$1UW Porter. Book Stacks. 6th-10th Floors. $$2(PR2910 .S435x 2006 ) $$Savailable $$31 $$40 $$5N $$63 $$Xtriudb $$YUWPOR </availlibrary>  Real time availability check for change in status ELUNA 2014 OvP 25
  26. 26. Thank you! Alison Hitchens Cataloguing & Metadata Librarian University of Waterloo Library Waterloo, ON Canada ahitchen@uwaterloo.ca Twitter: @ahitchens Acknowledgements: thanks to Tami Ezra for checking the slides for correctness ELUNA 2014 OvP 26
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