StaffGuide: Alma / Primo

Resources for Libraries staff related to Alma and Primo

IGELU (International Group of Ex Libris Users) Primo Resources

A number of the tools described below - and more - can be found on this IGELU page

New Tools for NDE

IGeLU is rapidly developing new tools for the Primo NDE (Next Discovery Experience).  For instance, an evolving bookmarklet captures record ID, PNX, source record, and more.  Because these tools are being developed, visit the bookmarkets page for therlatest information. 

View Destination URL

Use this URL parameter to view the rendered URL that a resource record is directing to. 

  1. When viewing the full record for an item, right-click on the Service URL and copy it.  
    Right-click a Primo link to grab the manufactured URL to the item
  2. Paste the copied URL into a new tab / browser window and add &debug=true to the end of the address.
    Primo debug URL add on
  3. The page will display the destination URL.  This can then be examined for OpenAthens prefix or account ID, vendor identifiers, or other values.  
    Primo Debug URL: target URL

OpenURL Tools

Our openURL base is 

https://onesearch.uark.edu/openurl/01UARK_INST/01UARK_INST:01UARK?

See the Alma/Primo Change log for details on origins and logos.

Construct an OpenURL Link to ILLiad

Construct an OpenURL Link to ILLiad

Occasionally our Primo points to a resource that really doesn't adequately address the user's need.  Because there is a full-text service linked, Primo does not offer a request link to ILLiad.  But you can create a link and give it to the patron.  

  1. Grab the openURL link reported in the Primo Problem report form, example 
    Incoming OpenURL:
    https://onesearch.uark.edu/openurl/01UARK_INST/01UARK_INST:01UARK?rft.issn=27310574&rft.volume=3&rft.pages=835-846&rft.month=12&rft.genre=article&rft.au=Corneille, Olivier&rft.auinit=&rft.pub=Nature Portfolio,&rft.issue=12&rft.place=London :&rft.title=Nature reviews.&rft.stitle=Nature reviews.&rft.btitle=&rft.jtitle=Nature reviews.&rft.aufirst=&linktype=openurl&rft.atitle=Self-reports are better measurement instruments than implicit measures&rft_val_fmt=info:ofi/fmt:kev:mtx:article&rft.auinit1=&rft.date=2024-12-01&rft.year=2024&url_ver=Z39.88-2004&rft.aulast=&rft.spage=835&rfr_id=info:sid/primo.exlibrisgroup.com-proquest_cross&rfe_oclcnum=1304329577
  2. Replace
    https://onesearch.uark.edu/openurl/01UARK_INST/01UARK_INST:01UARK?
    with the openURL prefix for ILLiad:
    https://uark.illiad.oclc.org/AuthPortal/?Action=10&Form=30
  3. Copy the link to your browser address bar and test it.  A successful link should take you through ILLiad login to a request form. 
  4. Send successful links to the patron. 

Problems with the constructed link? Most likely it is missing the genre= value.  

Alternately, you can create a citation in the Article Finder and copy and edit that openURL.  

View CTO

About CTO

The Content Object (CTO) is the encoded metadata on a page that allows the openURL protocol to function.  

Displaying the CTO for a Primo record will show which metadata values are being mapped to openURL fields such as genre or date, or even if those values are present at all.  

To Display CTO

View a full display for a Primo record and append &displayCTO=true to the URL.  

OR 

Create a bookmarklet in your browser for the CTO Display

  • Right click on Bookmark toolbar
  • Choose Add page (Chrome) or New bookmark (Firefox)
  • Add a suitable short but indicative entry into the Name field, such as PNX
  • Paste the javascript into the Location field: javascript:document.location=document.location+’&displayCTO=true’
  • Click Save (Chrome) or Add (Firefox)

More About CTO and OpenURL 

CDI Activation Analysis Tool

If looking at a list of brief results, this tool will add a "CDI Activation Analysis" link, leading to an Ex Libris interface to run a check on your institutional holdings. The query will return details of the reason why the result is in your Primo results, including by CDI collections active for search and/or full text.  Have patience: the results can be slow to load.  

How to install

Create a bookmarklet in your browser for the tool. 

  • Right click on Bookmark toolbar
  • Choose Add page (Chrome) or New bookmark (Firefox)
  • Add a suitable short but indicative entry into the Name field, such as CDI Activation Analysis
  • Paste the javascript below into the Location field.
  • Click Save (Chrome) or Add (Firefox)
javascript: (function() {
    function callback() {
        (function($) {
            var jQuery = $;
            javascript: (function() {
                javascript: (function() {
                    var resultsSet = document.getElementsByTagName("prm-brief-result-container");
                    var pckey = window.appConfig['mapping-tables'].primo_central_institutions_unique_ids[0].source1;
                    for (var i = 0; i < resultsSet.length; i++) {
                        var id = resultsSet[i].querySelector("div[data-recordid]").getAttribute("data-recordid");
                        if (id.includes('cdi_')) {
                            resultsSet[i].insertAdjacentHTML("afterend", "<p style='position:relative;z-index:99;font-weight: normal;'><a href='#' onclick='window.open(\"https://cdi-rights-analysis.hosted.exlibrisgroup.com/client/create?library=" + pckey + "&record_id=" + id + "\");return false;'>CDI Activation Analysis</a></p>");
                        }
                    }
                })()
            })()
        })(jQuery.noConflict(true))
    }
    var s = document.createElement("script");
    s.src = "https://code.jquery.com/jquery-3.7.1.min.js";
    if (s.addEventListener) {
        s.addEventListener("load", callback, false)
    } else if (s.readyState) {
        s.onreadystatechange = callback
    }
    document.body.appendChild(s);
})()

How to Use

  1. When viewing a list of results in Primo, click the bookmarklet.  
  2. Be patient; the tool will add "CDO Analysis Tool" links to all CDI records.  
    CDI Acrivation Analysis links
  3. Choose the record you wish to analyze and click the link.  new window or tab will open. Click the button to Run Analysis.  
    Primo CDI Activation Analysis Tool Run menu
  4. Be patient; it can take several minutes for the analysis to run. The results will show which collection(s) we have activated that are causing the record to appear as well as rights types, portfolio ID, and full text options.
    Primo Activation Analysis Tool Results

More Information

View PNX

About PNX

The Primo PNX (Primo Normalized Record) is the normalized XML record created from a number of MARC and non-Marc records in local repository and CDI.  

Displaying the PNX allows you to see what data has been mapped to what field and why a record may have been retrieved in a search.  It is most useful in working with CDI records.  

To view the PNX

When viewing a detailed record, append &showPnx=true to the end of the URL 

Alternately, create a bookmarklet in your browser for the PNX tool:

  • Right click on Bookmark toolbar
  • Choose Add page (Chrome) or New bookmark (Firefox)
  • Add a suitable short but indicative entry into the Name field, such as PNX
  • Paste the javascript into the Location field: javascript:document.location=document.location+’&showPnx=true’
  • Click Save (Chrome) or Add (Firefox)

More about PNX

View Items in a CDI Collection

Replace the DBID to view a list of CDI results from that electronic collection.  Results look skimpy?  Be sure to click the button to expand your results if we haven't activated this collection.  

URL version

Production 

https://uark.primo.exlibrisgroup.com/discovery/search?query=groupeddbid,contains,J3O&vid=01UARK_INST:01UARK

Sandbox 

https://uark-psb.primo.exlibrisgroup.com/discovery/search?query=groupeddbid,contains,J3O&vid=01UARK_INST:01UARK

GES and Logic Display Rules

A list of current GES (General Electronic Services) links and Display Logic Rules can be found in the Alma Change Log

Tools for working with GES links

Service Display Order

By default, Services display in alphabetical order.  Admins can put some services in the "top" sort (such as direct subscriptions with providers) and some in the "bottom" sort (such as free or unreliable services). 

 Configuring Service Display Order requires General or Discovery Admin roles.  The table should be examined quarterly to assure that it is up-to-date.  

NOTE that there is a planned enhancement for 2026 to allow default sort for dates of coverage with current coverage on top.  See https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/48881087-allow-online-services-order-to-sort-by-current-acc

Prevent Dedup and FRBR

Our system is currently set to prevent FRBRization of records but we do allow dedup.  

We have also set the override setting to prevent display of CDI books if we already have portfoliios from the same electronic collection.  This setting can cause other issues and is still being tested.  

At times, records can be merged in problematic ways when the editions or dates do not probably align.  We can select a set of records / criteria to prevent deduplication.  When we process a group of records in this way, that information should be added to the change log.  

View Page Without Customizations

To view a Primo page without CSS or JS customization, use the URL parameter &noCustomization=true

OR 

Alternately, create a bookmarklet in your browser: 

  • Right click on Bookmark toolbar
  • Choose Add page (Chrome) or New bookmark (Firefox)
  • Add a suitable short but indicative entry into the Name field, such as PNX
  • Paste the javascript into the Location field: javascript:document.location=document.location+’&noCustomization=true’
  • Click Save (Chrome) or Add (Firefox)

See Codes and Labels for a Page

You can use Developer tools to Inspect a label to determine its code.  This bookmarklet will allow you to see the codes without invoking the dev tools.  When viewing a page in Primo, click the bookmarlet and then hover over the labels you wish to analyze.  

  • Right click on Bookmark toolbar
  • Choose Add page (Chrome) or New bookmark (Firefox)
  • Add a suitable short but indicative entry into the Name field, such as View Label Codes
  • Paste the javascript into the Location field: 
    javascript:(function(){const labels = document.querySelectorAll('[translate]');for (let i=0; i<labels.length; i++) {let label = labels[i];label.setAttribute('title', label.getAttribute('translate'));};})();
     
  • Click Save (Chrome) or Add (Firefox)