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

OPAC VIA PRIMO (OVP): SORTING OUT WHAT IS PRIMO AND WHAT IS THE ILS

Alison Hitchens, University of Waterloo LibraryELUNA 2014, Montréal

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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

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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

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Primo or ILS?

Primo Fields to display Order of fields and number of items Labels

ILS Data Permissions

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Reminder – Account in OvL

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My Account - Loans

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My Account – Loans Detail

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My Account - Requests

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My Account – Fines & Fees

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My Account – Blocks & Messages

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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)

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Reminder: Locations in OvL

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Locations

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Locations – Item Details

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Locations – Holdings Notes

Primo – define which holdings fields to pull from ILS; control labels “Summary Holdings” and “Holdings Notes”

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Reminder: Requests in OvL

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Requests

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System Messages

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Where are changes made in Primo?

Code Tables – OPAC via Primo subsystem

Mapping Tables – OPAC via Primo subsystem

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OvP Mapping Tables (not full list)

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Example OvP Mapping Table

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OvP Code Tables (not full list)

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OvP Code Table Example

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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.

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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

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Thank you!

Alison HitchensCataloguing & Metadata LibrarianUniversity of Waterloo LibraryWaterloo, ON [email protected]: @ahitchens

Acknowledgements: thanks to Tami Ezra for checking the slides for correctness