1. Trouble-shooting Tips for
Primo
Presentation for ELUNA 2013, Athens, Georgia
Alison Hitchens
Cataloguing & Metadata Librarian,
University of Waterloo Library
(member of the TUG Consortium)
2. Agenda
• From Back Office to Front End
• Remember the PNX
• Understanding de-duplication & FRBR
rules
• Is it Primo or is it… [SFX, ILS, etc.]?
• It’s all in the timing
ELUNA 2013 - Hitchens - Trouble-shooting
Primo 2
3. FROM BACK OFFICE
TO FRONT END
ELUNA 2013 - Hitchens - Trouble-
shooting Primo
3
4. A general checklist
Have you saved the table, tile, tab etc.?
Have you indicated the correct view or institution?
Have you deployed the change?
Do you need to change or deploy any related
tables?
Still not working:
Have you tried “deploy all”?
Have you tried a front end restart?
ELUNA 2013 - Hitchens - Trouble-shooting
Primo 4
6. Case #2: incorrect labels
Label “value_na”
instead of “Titel” on
Details tab of German
view
7. Case #2: incorrect labels – tables
1. Search the code
tables for
value_na in the
description area
2. Change the
description to the
appropriate label,
Titel
3. Save the table
4. Deploy the table
8. Case #3: availability not matching
the ILS
Is JavaScript turned on?
Have you refreshed your
browser page?
Is RTA adaptor enabled?
Do RTA for normalization
rules match publishing
pipe?
Does your RTA vxws file
match your regular vxws
properties file?
Has the location changed?
Primo:
TRELLIS:
10. The PNX is King!
• If the display section doesn’t include the
information, it will not display!
• If the search section doesn’t include the
information, it will not be indexed!
• If the sort section has incorrect
information, it will not sort properly!
ELUNA 2013 - Hitchens - Trouble-shooting
Primo 10
11. Viewing PNX Records
• Display record in full in front end
– in the URL bar add to the end: &showPnx=true
• In the Back Office use the PNX viewer
– can compare to source XML, e.g. MARC XML from ILS
• View PCI using Web services
– http://tugprimofront1.lib.uwaterloo.ca:1701/PrimoWebServices/xservic
e/search/brief?institution=WATERLOO&loc=adaptor,primo_central_mul
tiple_fe&dym=true&highlight=true&indx=1&query=rid,exact,medline10
81654
– make sure your IP is in the WS and XS IP front end mapping table
13. Case #4: I can’t see my search term
in the record!
Check the “display” section of the PNX
If present, perhaps not turned on in the View
Check the “search” section of the PNX
If present, perhaps chosen as search field but not display
Consider whether should be displayed
Check if snippets are turned on
Term may be coming from the full text
14. Case #5: something is wrong with
the date search/date sort/date facet!
• Check the date sections of the PNX for
– Creation date, sort date, start date, end date etc.
• Check the original record (often a metadata issue!)
• Check the normalization rules
– Which is the default field? 008? 260? Have you included 264?
15. Case #6: I couldn’t find this using
“starts with” search!
Primo uses the “sort: title” field
for the “starts with” index
17. De-duplication & FRBR
• De-duplication is controlled by information
in PNX records + algorithm
• FRBR is controlled by information in PNX
records
• Use “Match ID” in PNX viewer to examine
groups of records
ELUNA 2013 - Hitchens - Trouble-shooting
Primo 17
19. Case #7: why didn’t the 4th edition
group with 1st-3rd?
Look at the FRBR section of the PNX
records – title doesn’t match:
<k1>$$Kdearden philip$$AA</k1>
<k3>$$Kenvironmental change and
challenge a canadian
perspective$$AT</k3>
<k1>$$Kdearden philip$$AA</k1>
<k3>$$Kenvironmental change &
challenge a canadian
perspective$$AT</k3>
Resolution:
Changed the normalization
rules for <k3> to convert & to
and
Transformation:
Replace characters
&@@and
20. Case #8: why did these 2 formats de-
duplicate?
Points:
75
200
600
40
50
100
It just needs 875 points!
21. Case #9: why are there duplicate PCI
records?
Metadata matching issues (reported to Ex Libris):
• Author names don’t match
• Journal title doesn’t match
• Pagination doesn’t match
• ISSN doesn’t match (print ISSN vs. E-ISSN)
22. IS IT PRIMO OR IS
IT… [SFX, ILS, ETC.]?
ELUNA 2013 - Hitchens - Trouble-
shooting Primo
22
23. Lots of moving parts
• Core ILS functionality – is it working in the ILS?
• Metadata issue – what is in the source record?
• SFX resource – is it working in SFX?
• Incomplete citation – is the problem the RIS file or
how it is being received?
ELUNA 2013 - Hitchens - Trouble-shooting
Primo 23
24. Case #10: I can’t place a hold in
Primo
Can you place a hold in your ILS?
May be related to the user (fines or permissions) or the item
(non-circulating or recalled); Primo uses ILS circulation rules!
Are there any items to hold?
Are any other Primo-ILS interactions working?
If you can’t see your list of loans then Primo and the ILS aren’t
talking
Have you tried restarting the tomcat server?
25. Case #11: there aren’t any
holdings for this record
Use your OPAC
backlink in the
Details tab:
Record not found:
Follow-up on the BIB ID in
your cataloguing module
27. Case #12: why is the SFX
window blank - checklist
Is the resource turned on in SFX?
What information is Primo sending to SFX?
What information is SFX expecting?
If not possible to turn on in SFX, does your normalization
process allow you to change delivery type to “Online
Resource”?
At TUG we created a rule that if Primo sees 852 $x notSFX it is
normalized as Online Resource instead of SFX Resource
28. Case #12: why is SFX blank - URL
Right click on the title link or the “Open source in new window” link to
get the open URL information:
http://sfx.scholarsportal.info/waterloo?ctx_ver=Z39.88-2004&ctx_enc=info:ofi/enc:UTF-
8&ctx_tim=2013-04-24T13%3A31%3A22IST&url_ver=Z39.88-
2004&url_ctx_fmt=infofi/fmt:kev:mtx:ctx&rfr_id=info:sid/primo.exlibrisgroup.com:primo3-
Journal-
vtug&rft_val_fmt=info:ofi/fmt:kev:mtx:journal&rft.genre=journal&rft.atitle=&rft.jtitle=
Journal%20of%20developmental%20and%20behavioral%20pediatric
s%20:%20JDBP.&rft.btitle=&rft.aulast=&rft.auinit=&rft.auinit1=&rft.auinitm=&rft.ausuffix=
&rft.au=&rft.aucorp=&rft.volume=&rft.issue=&rft.part=&rft.quarter=&rft.ssn=&rft.spage=&rft.e
page=&rft.pages=&rft.artnum=&rft.issn=0196-
206X&rft.eissn=&rft.isbn=&rft.sici=&rft.coden=&rft_id=info:doi/&rft.object_id=&svc_val_f
mt=info:ofi/fmt:kev:mtx:sch_svc&svc.fulltext=yes&rft.eisbn=&rft_dat=%3Cvtug%3E1666585
%3C/vtug%3E&rft_id=info:oai/
29. Case #13: I can’t access this
electronic book
Is the link broken in link from title, from the Online
resource tab, or both?
Is the link broken in the source record/ILS?
Is there a URL in the source record?
Should the URL be restricted to another institution?
30. Case #14: the citation is wrong in
Refworks
Use the “send to RIS” to check the file Primo is
sending to Refworks
Check the RIS mapping table & corresponding PNX
fields
Check another send-to option for comparison
Check the Service Pack notes for bug fixes
31. Case #14: the citation is wrong in
Refworks – mapping table
32. Case #14: the citation is wrong in
Refworks – RIS file
KW - Pandora (Greek mythology) in literature
KW - Femininity in literature
KW - Classical literature -- History and criticism
PB - University of Wisconsin Press
CY - Madison, Wis.
SN - 9780299224103
SN - 0299224104
A2 - American Council of Learned Societies.
Y1 - c2008
N1 - Includes bibliographical references (p. 223-236) and index.
TY - BOOK
T1 - Pandora's senses the feminine character of the ancient text
A1 - Lev Kenaan, Vered.
33. IT’S ALL IN THE
TIMING
ELUNA 2013 - Hitchens - Trouble-
shooting Primo
33
34. When time is a factor
• Publishing pipes
• SFX institutional holdings file
• System slowdowns
ELUNA 2013 - Hitchens - Trouble-shooting
Primo 34
35. Case #15: the location is wrong!
• RTA matches on location; only shows
changes in availability status
• Location changes are reflected after the
publishing pipe has run
36. Case #16: PCI says I should have
access to this article
Check the citation information for
volume & date and verify whether
you should have access
Check the schedule of your SFX
institutional holdings file to make
sure it is updating
Search the contents of your
holdings file to check the dates;
make changes in SFX as
appropriate
Re-check after the next update
<sfx_id>1000000000239775</sfx_id>
<object_type>JOURNAL</object_typ
e>
<title>Nature nanotechnology</title>
<title>NAT NANOTECHNOL</title>
<issn>1748-3387</issn>
<eissn>1748-3395</eissn>
<coverage>
<embargo>
<days_available>1440</days_avail
able>
</embargo>
</coverage>
</item>
<item type="electronic">
37. Case #17: Primo searches are
verrrrrrrry sloooowww
Check the Back Office Monitor
Check the fe_logs
Check the MaxThread logs
Monitor bulk record loading
(avoid peak times!)
Restart the front end
Prefer dlsearch.do over
search.do if not within the Primo
interface
38. Summary
I have saved and deployed the tables
I have double-checked the metadata
I have checked the same functionality in
the source system
I know when processes are scheduled
39. Questions?
Alison Hitchens
Cataloguing & Metadata Librarian,
University of Waterloo Library
Waterloo, ON, Canada
ahitchen@uwaterloo.ca
@ahitchens
And don’t forget the PRIMO-DISCUSS-L e-mail
list!
ELUNA 2013 - Hitchens - Trouble-shooting
Primo 39
40. Acknowledgements
• Thank you to Dale Wann and Charles
Woods for suggesting some of the topics
for inclusion in this presentation
ELUNA 2013 - Hitchens - Trouble-shooting
Primo 40
42. Re-Use of Materials
This work is licensed under the Creative
Commons Attribution-NonCommercial-
ShareAlike 2.5 Canada License.
To view a copy of this license, visit
http://creativecommons.org/licenses/by-nc-
sa/2.5/ca/ or send a letter to Creative
Commons, 444 Castro Street, Suite 900,
Mountain View, California, 94041, USA.
ELUNA 2013 - Hitchens - Trouble-shooting
Primo 42
Editor's Notes
Must also save the tab not just the scopes
Couldn’t find video Kon-Tiki
Couldn’t find items in a collection
Search scopes was institutions + PCI; normalization missing institution
Collection hathi trust wasn’t activated; didn’t work until after saved tab also
Mapping tables; Adaptors: RTA Adaptor
Also – is it a journal?
Candidate Fields (C1-C10)—The Candidate Selection phase locates up to a set number of potential records for matching. This section in the vector is indexed in the persistence layer. The indexes are used to locate candidates. Matching Fields (F1-F20)—During the record matching phase, fields from the Matching Fields section are compared. Fields that match are assigned weight points, as determined by the rules used. Records that cross the threshold are considered duplicates and are assigned the MatchID of the matching record.
Only needs 875 points
Date 200 points
Full title 600 points (short title 450 points – not enough for quick match (850)
Country of publication 40
Pagination – non-match = -225
Publisher – 100
Both Main entries missing = 75
Total: 790
Possible pagination counted as within 10 – 50 rather than -225
Resolution? Will probably add the format to the full and short titles
1st record – NLM
2nd group – Web of Science and Crossref
When was the location change?
When was the publishing pipe?
What is the last update date of the PNX?
Related questions:
-changed record still has mistake
-added a record, isn’t in Primo
-deleted a record still in Primo
Etc.
OvP – no + sign also if location has changed