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OneSearch | Highlights of May 2019 update

On Sunday, June 2, 2019, our instance of OneSearch was updated to the latest service pack release of the underlying discovery software. Some notable highlights of this release include:

Contextual relationships

The vendor, Ex Libris, has started building a graph database as part of their Central Discovery Index (CDI) project that contains relationships between items. Currently, the following relationships are supported:

Supported Related Reading Relationships
Relation from Relation to Usage
Books (local and PC) Chapters of the book (PC) Allows users to view specific chapters from the book.
Books (local and PC) Reviews of the book (PC) Allows user to view any related book reviews.
Chapters (PC) Other chapters in the book (PC) Allows users to view other chapters from the book.

After displaying a record’s full details, one or more links to related reading information may appear for the record. Selecting a related reading link displays the related items on a results page where user can decide which items to view.

Short Permalinks for Records

The existing permalinks for records were too lengthy and not easily sent to users, especially when sending text messages using a service such as Ask Us!. With this feature, the Send To action Permalink, which appears on both the Brief and Full Display pages, will now create a shortened URL. When the shortened URL is entered in a browser, Primo will convert the URL to its full URL and display the record’s full details. (Permalinks in the old/long format will continue to work so there is no need to update existing permalinks.)

Unsubscribe Link in Alert Emails

Without having to access and sign in to OneSearch, this enhancement allows users to unsubscribe from search alerts by clicking the “Unsubscribe” link that now appears at the bottom of alert emails. When this link is selected, a message indicating whether the request has succeeded or failed appears on a new page.

Support Usage Information for the Order of Main Menu Links

Primo Analytics now tracks the number of times each link position is clicked in the Main Menu (found in the header of each page in OneSearch). This usage information allows you to determine which links (up to 10 links) are used the most and to set the order of the links accordingly. This Primo Analytics enhancement was originated as an Idea Exchange suggestion.

Primo Analytics Enhancements

In addition to the Analytics support provided for action usage described above, this release includes Analytics support for additional features/actions added in previous releases. To learn more, see the official release notes: https://knowledge.exlibrisgroup.com/Primo/Release_Notes/2019/001Primo_2019_Release_Notes

Ongoing Accessibility Enhancements

To improve product accessibility and make it comply with the standard of WCAG 2.0 AA level, this release includes accessibility improvements outlined in the release notes: https://knowledge.exlibrisgroup.com/Primo/Release_Notes/2019/001Primo_2019_Release_Notes

Improve Performance of Results in My Favorites

The “Load more results” button has replaced endless scrolling in My Favorites (Saved Records).

Deprecate BIRT Reports

To support the deprecation of BIRT Reports and the switch to Primo Analytics, the link to access the Primo Reports page in the Primo Back Office has been deprecated. For more information about Primo Analytics, see the Overview of Primo Analytics page in the Ex Libris Knowledge Center.

Reduce Broken Links for Primo Central

In case links in Primo Central and local records are missing the http/https prefix, this enhancement will make sure that each link is prefixed to reduce the number of broken links.

New workflow for OneSearch bug reports

When we released the new UI in OneSearch, we implemented a “bug report” feature to allow users to alert us to any problems they encounter while using the discovery platform. Since its implementation on 8/27/17, we have fielded approximately 917 of these reports—that’s about 10-11 reports a week. This is becoming burdensome for OLS to handle on our own so we’re changing our workflow and bringing you—the campus librarians—into the mix!

Beginning on Monday, April 8, 2019, users who submit bug reports in the OneSearch interface will receive an automatic response from OLS:

Dear [patron],

Thank you for bringing this to our attention!

We are forwarding this report on your behalf to your campus library (copied here). You should expect a response from a librarian within 2-4 business days.

Thank you,
CUNY Office of Library Services

The major change comes in the form of the party copied on this message: the campus library! Unlike in the past, the Office of Library Services is bypassed altogether.

We in OLS strongly believe (and the Public Services Committee agrees) that a majority of these reports require local reference intervention to address the users’ immediate needs and can almost always be resolved locally through the regular library troubleshooting avenues (e.g., report linking errors to your e-resources librarian, speak with your technical services staff about cataloging problems, consult your access services librarian for patron account issues, etc.).

Should your library be unable to fully resolve the issue, OLS will be happy to help! Just send an email to service.desk@cuny.edu, being sure to put the word “OneSearch” and a brief description of the problem into the subject (with a full breakdown of the presenting problem in the body of the email).

Primo enhancement voting

The ELUNA (Ex Libris Users of North America) Primo Product Working Group collects enhancement requests and sends out ballots to all Primo customers. CUNY votes as a single institution, with a total of 100 votes. There are 62 items on the ballot but we hope to identify the top 5-7 issues so that we may put our weight behind the issues that matter the most to us.

In order for members of the Public Services Committee to identify the enhancement requests they’d like CUNY OLS to make on their behalf, the ballot has been recreated as a survey for committee members to vote on behalf of their own institutions. We in OLS will use the survey voting results to vote on the official Ex Libris ballot.

You may review the 62 request options on the ballot (PDF) and express your preferences to your library’s Public Services Committee representative by Wednesday, April 17, 2019.

Highlights of recent OneSearch update

On Sunday, August 27, 2017, our instance of OneSearch was updated to the latest service pack release of the underlying discovery software. This was a major update and includes many new or updated features:

Screenshot of CUNY OneSearch as of September 12, 2017

  • Email Security Improvements: Due to a security flaw discovered with the “Email” functionality in the system over the summer, the vendor has made the following provisions for the functionality to increase security:
    • Only signed-in users are permitted to add a note to the email,
    • Signed-in users can specify 1 to 10 email addresses (which must be separated by a semicolon), but un-signed users are limited to a single email address,
    • As an email address is added, the system validates its format, and
    • The subject of the email cannot be modified.
  • Sticky Facets: You can now make active facets persistent for an entire session. To make a facet (or “filter”) persistent, you must hover the cursor over the facet in the “Active filters” section and click the padlock Padlock, locked icon that appears. To remove a facet’s persistence, you need only to click the padlock icon or delete the facet.
  • Multiple Facet Selection: This enhancement allows you to include/exclude multiple facets at a time to filter your search results. To include/exclude multiple facets at a time:
    1. Perform a search,
    2. For each facet that you want to include and exclude, hover over the facet in the “Filter My Results” section of and then perform one of the following actions:
      • Include facet: Select the check box on the left side of the facet. If you want to include a facet that has already been marked for exclusion, click the Green check mark icon on the right side of the facet.
      • Exclude facet: If you have already included a facet, click the Red check mark, crossed out icon on the right side of the facet to mark it for exclusion. If you have not already marked a facet for exclusion or inclusion, you must first select the facet’s check box and the click the Red check mark, crossed out icon on the right side of the facet. Otherwise, a single facet will be excluded immediately.
    3. Click “Apply Filters” to filter your results. The selected facets will appear in the “Active filters” section.
  • Sort in “My Saved Items”: This enhancement allows you to sort your saved entries on the “My Saved Items” page. The following Sort by options are valid: Title, Author, and Date added.
  • Featured Results: This feature, which is already available with the classic UI, is now supported in the new UI. This functionality allows the library to include additional relevant results that may not be included in the search scope that the user has selected for their search. For example, the user may be searching local records only, but there may be relevant records in Primo Central as well. The Featured Results Bar appears after the third record in the list of results. From the Featured Results bar, you can perform the following operations:
    • Click the item to display the title’s record,
    • Click Display all results to see a list of all featured titles on the Advanced Search page, and
    • Scroll horizontally to see up to 10 items in the Featured Results Bar.
  • Support of RSS Feeds: Rich Site Summary (“RSS”) functionality is now supported in the new UI. An RSS feed allows OneSearch users to be informed of updates to records in their saved searches. From the “My Saved Items” page, select “Saved Searches,” click the RSS icon for the saved search that you want to monitor, and subscribe to the feed if your browser has an RSS reader.
  • Personalized Results: The Personalized Results feature is now supported in the new UI. This enhancement boosts the rankings of electronic records that match your personalized settings.
  • Search Expansion with Controlled Vocabulary: This new service expands the search with words and phrases that constitute variations of the search term with the same meaning and thereby increases the accuracy of your search. This feature is similar to the expansion with synonyms but more robust. The expansions are visible on the screen and add, for example, variations of the search term with the same meaning (e.g., ADHD and attention deficit disorder, or name variations such as assata shakur and asata shakur). You are provided with the option to revert to using only your original search term. This feature is based on vocabularies such as LC subject headings and MeSH.
  • Resource Recommender: The Resource Recommender service allows you to recommend the following resources based on searchable tags set in the system’s back office: database, website, person, library information, and library guide. When a user performs a search in which the query exactly matches the searchable tag (which may be a word or phrase), the new UI displays up to three associated recommendations at the top of the brief results. You may view additional recommendations by clicking the “See all suggested resources” link. At the time of this writing, this feature has not been activated or customized for CUNY so the Resource Recommender does not yet appear in OneSearch results. The Public Services Committee will discuss this feature during the Fall 2017 semester and decide which resources to recommend locally.

See a problem in OneSearch? Report it!

Along with the roll-out of the new OneSearch user interface, the Office of Library Services has also introduced a new feature to OneSearch:

Full display of record has "Report it!" link below the "Send  to" options

Below the “Send to” options in the full display of each record is an area that reads:

See something that doesn’t look right? Report it!

By clicking on “Report it,” you will be taken to a form that already has the permalink of the record filled in. Fill out the remaining fields (all of which are mandatory) and you’ll hear back from someone in OLS within 24-48 hours (excluding weekends and holidays).

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