Introduction to Voyager 9 Primo OPAC

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Presentation transcript:

Introduction to Voyager 9 Primo OPAC Welcome to our session: Introduction to Voyager 9

Copyright Statement and Disclaimer All of the information and material, including text, images, logos and product names, is either the property of, or used with permission by, Ex Libris (USA), Inc. The information may not be distributed, modified, displayed or reproduced – in whole or in part – without the prior written permission of Ex Libris (USA), Inc. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, SFX, MarcIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is provided on an "AS IS" basis for general information purposes only without any representations or warranties, whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, and its subsidiaries and related corporations disclaim any and all liability for use of this information, even if advised of the possibility that loss, damage or expenses may arise.

Agenda Primo / OPAC Patron self-registration Change PIN, SMS and Patron Group Sort order of holdings locations Display ILL Requests

Patron Self Registration Service

Patron Self Registration Service User automatically logged into Primo Patron group set by default in Sysadmin Communications: vxws.properties Voyager server directory /m1/voyager/xxxdb/tomcat/vxws/context/vxws/ui/eng Add option.displayRequestGroups=Y Customize Messages (Samples for Self Registration below): selfReg.message.0=Patron successfully registered selfReg.message.47=Missing mandatory field Note that if the text for selfReg.message.0 contains the character sequence \\b, that character sequence will be replaced with the newly generated patron barcode Voyager settings: Sysadmin (next screen)

Other Web Services If you wish Primo services to include changing PIN and SMS information, the values in Voyager Sysadmin must be checked. Along with the Primo display settings

Sysadmin - Other Web Services Existing service augmented for use with Primo URL =http://<server>:<port>/vxws/patron/{patid}/patronInformation/address, both GET and PUT Can now be used to update the patron PIN and/or SMS number. PIN optionally encrypted, controlled by Primo Primo options set in Personal Settings Fields mapping table – Back Office

Sysadmin - Other Web Services Primo MyAccount Display –Personal Setting

Location Sort Order Voyager Extract For Primo – voyager server /m1/voyager/xxxdb/ini/PrimoExp-*.ini New stanza for Primo Locations Tab sort order based on 852b [LocationSortOrder] #Indicate how locations in the availability statements should be sorted when displayed in Primo. #The following example shows the location main is ranked 1, biology is ranked second, and music is #ranked third. #If you do not include locations in the list below, they will be sorted alphabetically #after the locations that are listed. The location is the location code. # 1=main 2=biology 3=music

Location Sort Order (xml output) This is sample output of the previous command. Builds a 949 tag with other data. 2 subfields of interest j with the location code and p with the location order for display

Location Sort Order (Primo) Extract options allows control of Library location display order on the Locations tab in Primo (sample below)

ILL Requests in My Account MyAccount display of ILL requests tracked through Voyager http://server:port/vxws/patron/190/circulationActions/requests?institution=1@LOCAL&patron_homedb=1@QA20012DB20020613131313 By ILL requests, we mean ILL products which created and managed requests and possible created in Voyager. This would include ILLIAD, CLIO,

Introduction to Voyager 9 Impacts to Primo

Thank You