1. Semi-Advanced Primo Customisations Fri May 8, 10-10:45am – Minnesota Room Randy Oldham University of Guelph Ontario, Canada roldham@uoguelph.ca @roldham

2. All About TUG  TUG: TriUniversity Group Consortia  University of Waterloo (Waterloo, Ontario, Canada) – 22,400  Wilfrid Laurier University (Waterloo, Ontario, Canada) – 14,800  University of Guelph (Guelph, Ontario, Canada) – 22,000

3. Why Customise? 34km

4. Note  Lots of Ex Libris products  Hosted Locally:  Voyager  Primo  Hosted Provincially:  SFX

5. Generally Speaking…  Locally-hosted  More access to files  More potential for hacking  Vendor-hosted  Less access to files  Less potential for hacking  YOUR MILEAGE MAY VARY…  Terms & Licenses

6. Full Disclosure  This is Matt.  Matt is a developer at UG  This is Randy.  He’s the web guy at UG  Also Primo guy at UG  Then we had a team of folks from the consortia… Alison, Charles, Dillon, Matt  And EX LIBRIS support…

7. First Steps…  Determine your access to files:  Is there backend administration?  Can you modify/include CSS?  Simple colour changes & hide content  Can you modify/include HTML files?  Customise headers and footers  Include new JS files  Can you modify/include Javascript files?  More advanced customisations  Programmatically changing things  Can you modify core files?  Carte Blanche!

8. General customisation notes  We had a general approach to customisations:  Avoid customisations to core files when possible (no touching jsp files)  Keep it simple…as close to stock as possible  Backup…backup…backup  Document all changes  Share

9. Determine What to Customise  Just because you CAN doesn’t mean you SHOULD  Remember: Each hack has to be maintained through upgrades  Driven by usability testing:  What would help users?  What would increase their success?  What would stop them from asking for help?

10. Tools You’ll Need 1.Vendor customisation documentation 2.Access to customise or include files 3.Users 4.Knowledge of either:  CSS  HTML  JAVASCRIPT 5.Firebug addon for Firefox 6.1 bottle beer*

11. Quick Note on Firebug  Extension for Firefox  Find div/class names:  To hide  To change

12. Method One  RTFM  Read The Functional Manual  Vendors provide limited customisation  This is your best bet  Vendors support these customisations through upgrades  Reduces your upgrade time

13. COMPLEXITY LEVEL: LOW BACKEND ADMINISTRATION Change Facet Order

14. Facet Order  Changed Facet Order:  WHY Change?  Usability testing, Consortia, Analytics Before:After:

15. Facet Order  How to modify FACET ORDER in PRIMO:  Login to the Primo back office  Click ONGOING CONFIGURATION WIZARDS  Click VIEWS WIZARD  Click on EDIT to the right of the view  Click SAVE & CONTINUE, CONTINUE, CONTINUE  Select BRIEF DISPLAY from dropdown  Click EDIT TILE to the right of REFINE MY RESULTS  Change the order & enable/disable facets here  Click Save & Continue, continue, DEPLOY

16. COMPLEXITY LEVEL: LOW BACKEND ADMINISTRATION Add custom tabs

17. Tabs  Add tabs (Blended, Primo, Primo Central)  AFTER:  Why change?  Usability testing/staff feedback

18. tabs  All through back office  Modify your view  Go to the TABS section  Select your search scopes for the tabs  Save & deploy

19. Method 2:  CSS Override  You must have access to edit CSS files  Create your own CSS file and include it  Use Firebug  Determine div/class name  Visibility:hidden; to HIDE things  Change colours  Re-position things  Replace some images

20. COMPLEXITY LEVEL: LOW CSS OVERRIDE Change versions tab colour

21. Versions Tab Colour  Versions tab too pale:  If there are multiple copies of the same item, the records are de-duped and all records are displayed behind a VERSIONS tab  Usability testing/comments - users consistently missed this tab… too pale

22.  Make the VERSIONS tab stand out more  Colour change = CSS override The Goal

23. Versions Tab Colour  Instructions are on Ex Libris Developers NetworkEx Libris Developers Network  Essentially, we do the following:  create a new triangle bit  change the text colour  change the background colour  All done with CSS

24. Method 3:  Inject JS  You must have access to an HTML file loaded on each page (footer/header)  Create a js file and include it in this  Possibilities are nearly endless  Be prepared to troubleshoot post upgrades

25. COMPLEXITY LEVEL: LOW JAVASCRIPT ADDITION Remove EXPAND MY RESULTS

26. Remove EXPAND…  Remove the EXPAND BEYOND facet  Why change?  Usability testing/staff feedback

27. Remove EXPAND…  It’s a pretty simple one line javascript bit $(document).ready(function() { $('.EXLFacetContainer h3').filter(function(index) { return $(this).text().trim() === "Expand My Results"; }).parent().hide(); });  No modifications to EXL files!  EXLibris Support =  Survives upgrades!***  Code in Ex Libris Developers Network Code in Ex Libris Developers Network

28. COMPLEXITY LEVEL: MEDIUM BACKEND & JS Customise MORE tab

29. Add Request an Article Tab  Request an Article Tab  Interlibrary lending

30. Request an Article Tab  We co-opted the “GetIT! Link 2”… MORE tab  Mapping tables: Delivery: GetIT! Link 2: changed the “link field in PNX” to request an article for everything except Remote Search Resource  Mapping tables: delivery: templates – mapped Request an Article to the URL template:  tugracer http://racer.scholarsportal.info/ link to RACER requesthttp://racer.scholarsportal.info/  to open the tab in new window: Mapping tables: Delivery - URLs Attributes  http://racer.scholarsportal.info/ OpenInNewWindow http://racer.scholarsportal.info/  For the label of the tab: Code tables: Delivery: GetIT! Tab2 – changed name to Request an Article

31. Request an Article tab  Request an Article tab shows up on every item  We only want folks to use Request an Article for ARTICLES…not other resource types  So we programmatically HIDE the tab for NON-JOURNAL resources using JAVASCRIPT

32. Request an Article Tab  code is in Ex Libris Developers NetworkEx Libris Developers Network  It’s a pretty simple one line javascript bit $(document).ready(function() { $('.EXLMoreTab').not('tr.EXLResult MediaTYPEjournal > td > div > div > ul > li').hide(); });  No modifications to EXL files!  Vendor Support =  Survives upgrades!***

33. COMPLEXITY LEVEL: MEDIUM JAVASCRIPT ADDITION Boolean Search Example

34.  Add a boolean search example  AFTER:  Why change?  Staff request

35. Boolean Search Example  Relatively simple one line of JS  $(' e.g., king AND shakespeare NOT lear ').insertBefore(".EXLSearchFi eldRibbonAdvancedSearchLink");  We find div on the screen and then insert a div just before it. We give our div a class so that we can style it. We specify the content of the div

36. COMPLEXITY LEVEL: MEDIUM JAVASCRIPT ADDITION New Search Tab

37. New Search Link  New Search Link Added  Why Change?  Staff request  Takes users back to search startpage  Reads in VID  Checks for BASIC or ADVANCED  Contact me…

38. COMPLEXITY LEVEL: HIGH JAVASCRIPT ADDITION Where is it? integration

39. Where is it feature  Patrons/staff said… cool… I have a call number… but where is the thing!?  Guelph/Waterloo/Laurier were different GuelphWaterlooLaurier  Guelph had a CF web app which supported URL var and form input  Waterloo had a different CF web app which supported form input  Laurier had static floor maps

40. Where is it?  Primo has the call number…  Our consortia has apps (or static maps) that can take call numbers and show building locations for materials…  How do we put these together?!?

41. Where is it?  Some JAVASCRIPT!  Read in item type  Read in location, and call number  Do something based on some logic  EG:If you find BOOK, then:  If UG/UW: create link which submits call number to CF apps via URL  If WLU: create static link to floor map of proper call number range  EG 2: If you find ANNEX, then always:  Display NOTE text instead of LINK.

42. Where is it?  Try the Guelph view Try the Guelph view

43. Where is it?  And one with a note…

44. COMPLEXITY LEVEL: HIGH JAVASCRIPT ADDITION ARES integration

45. ARES Integration  We use Ares for Course Reserves at all three institutions  Integrate ARES into PRIMO to make instructor requests simple  Could use this same method to pre- populate any form for a course reserve request… or ILL request

46. ARES Integration  How it works…  We use JS to do the following:  For items of type book, article, audio/video  Add the appropriate SEND TO ARES option  SCRAPE the details and then prepopulate the appropriate ARES forms

47. ARES Integration - Book

48. Method 4:  Edit HTML  You must have access to HTML files  Add logos, customise headers/footers  These are least likely to survive upgrades  Be prepared to troubleshoot post upgrades

49. COMPLEXITY LEVEL: MEDIUM JAVASCRIPT ADDITION Customised Help

50. Help Doc Updates  Customised discovery layer = customised help  Updated screen caps  Updated instructions  /exlibris/primo/p4_1/ng/primo/home/syst em/tomcat/search/webapps/primo_libra ry#libweb/static_htmls/  SEARCH TIPS: /help/search.html

51. PRIMO INTEGRATION

52. Search box  Add a simple DLSEARCH.DO Primo search box to Library website  AODA…avoid iFRAMES

53. New Books

54. NEW NEW Books

55. New Books cont..  RSS feed integrated  Pulls covers in from Google Books  Can limit to LC classification range  Can limit to library

56. What about you?  What are some customisations you folks have done?  What would you like to see?  Will you share on Ex Libris Developers Network?

57. THANK YOU!  Thanks for listening!  If anything piqued your interest and you’d like some more info, feel free to drop me an email:  roldham@uoguelph.ca roldham@uoguelph.ca  @roldham