Trouble-shooting Tips for Primo (2013)

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)

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

FROM BACK OFFICE
TO FRONT END
ELUNA 2013 - Hitchens - Trouble-
shooting Primo
3

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?
Primo 4

Case #1: resource not found on
blended tab

Case #2: incorrect labels
Label “value_na”
instead of “Titel” on
Details tab of German
view

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

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:

REMEMBER THE PNX
shooting Primo
9

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!
Primo 10

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

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

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?

Case #6: I couldn’t find this using
“starts with” search!
Primo uses the “sort: title” field
for the “starts with” index

UNDERSTANDING
DE-DUPLICATION &
FRBR RULES
shooting Primo
16

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
Primo 17

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

Case #8: why did these 2 formats de-
duplicate?
Points:
75
200
600
40
50
100
It just needs 875 points!

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)

IS IT PRIMO OR IS
IT… [SFX, ILS, ETC.]?
shooting Primo
22

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?
Primo 23

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?

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

Case #12: why is the SFX
window blank?

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

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/

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?

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

Refworks – mapping table

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.

IT’S ALL IN THE
TIMING
shooting Primo
33

When time is a factor
• Publishing pipes
• SFX institutional holdings file
• System slowdowns
Primo 34

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

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">

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

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

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!
Primo 39

Acknowledgements
• Thank you to Dale Wann and Charles
Woods for suggesting some of the topics
for inclusion in this presentation
Primo 40

Photo Credits
• Checklist / The Survival Woman
• Crown of the Midrealm / Kaotiqua

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.
Primo 42

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