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 …

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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  • 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. 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. 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. Primo or ILS? Primo  Fields to display  Order of fields and number of items  Labels ILS  Data  Permissions ELUNA 2014 OvP 4
  • 5. Reminder – Account in OvL ELUNA 2014 OvP 5
  • 6. My Account - Loans ELUNA 2014 OvP 6
  • 7. My Account – Loans Detail ELUNA 2014 OvP 7
  • 8. My Account - Requests ELUNA 2014 OvP 8
  • 9. My Account – Fines & Fees ELUNA 2014 OvP 9
  • 10. My Account – Blocks & Messages ELUNA 2014 OvP 10
  • 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. Reminder: Locations in OvL ELUNA 2014 OvP 12
  • 13. Locations ELUNA 2014 OvP 13
  • 14. Locations – Item Details ELUNA 2014 OvP 14
  • 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. Reminder: Requests in OvL ELUNA 2014 OvP 16
  • 17. Requests ELUNA 2014 OvP 17
  • 18. System Messages ELUNA 2014 OvP 18
  • 19. Where are changes made in Primo?  Code Tables – OPAC via Primo subsystem  Mapping Tables – OPAC via Primo subsystem ELUNA 2014 OvP 19
  • 20. OvP Mapping Tables (not full list) ELUNA 2014 OvP 20
  • 21. Example OvP Mapping Table ELUNA 2014 OvP 21
  • 22. OvP Code Tables (not full list) ELUNA 2014 OvP 22
  • 23. OvP Code Table Example ELUNA 2014 OvP 23
  • 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. 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. 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