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Prism release 27th November 2015

Following the preview of the Prism release announced on 18th November, we are now pleased to announce this has now been deployed to the live service.

For full details of the release content, please see the preview release announcement.

Prism Release Preview 18th November 2015

We’re pleased to announce that the next release of Prism is now available for preview.
This release includes:
  • Results clustering
  • ePrints integration – author search
  • EDS Integration – Year Published facet
  • EDS Integration – select and sort facets
  • EDS Integration – fix hidden bib details for signed in users
  • Lists moderation queue fix
Results clustering
This release allows you to have search results clustered by work, expression or manifestation. The most recent publication in the cluster is displayed as the cluster representative in search results, with a link to view the other members of the cluster. The Item Detail page of any member of a cluster includes a link to view the other members of the cluster.Work cluster reps

With work or expression clustering this means that all editions are brought together and represented by the latest edition. Expression level clustering separates by format, for example book and ebook, whereas work level clustering ignores format so that books and ebooks can be in the same cluster.Cluster link on Item Detail

Adaptations and re-creations such as films of the book are treated as separate works, in agreement with FRBR and RDA definitions.

Manifestation level is intended to support consortial catalogues, bringing together instances of the same record from different consortium-members’ catalogues.

Clustering applies to the records posted to Prism from your LMS. We’re planning to extend this to other records that are indexed by Prism, typically those in Resource Management collections and harvested repository and archive metadata. Clustering does not apply to remote sources such as EDS or Summon.

You can see work-level clustering in action in our demonstration Prism tenancy. To get started, try the following searches and look for links to All formats and editions: english law keenan / dickens christmas carol / accounting finance / harry potter.

To get clustering in your Prism catalogue, please open a Support case and specify which level you would like to try (work or expression). Firstly, we will need to run a bulk MarcGrab to generate the clustering keys in your data. Clustering is switched off by default and we can switch between that and any level on request once the bulk MarcGrab has been done. We’ll switch it on for your Prism sandbox tenancy first to let you evaluate it; it can then be switched on for your main tenancy on request.

ePrints integration – author search

Where an ePrints repository is integrated with Prism for harvesting and indexing in Prism, author search is now supported. This works in the same way as in the local catalogue: you can simply search using key words from an author name, or use the author: search qualifer, e.g. author:mccluskey.

EDS Integration – Year Published facetEDS Year Published

In collaboration with EBSCO, the Date Published is now available in the EDS API and Prism uses it to provide a Year Published facet on EDS search results, allowing a range to be selected as in the local catalogue.

 

 

EDS Integration – select and sort facetsAdmin Facets EDS

If you have EBSCO DS integrated in Prism, in the Admin Console for your Prism tenancy in the Facets area you can now select the EDS facets that you wish to display with EDS search results, and you can arrange them into the order that you want them to appear. Save your changes and run Reset Tenant Cache in the Admin Console to make your changes appear in Prism.

EDS Integration – fix hidden bib details for signed in users

This fixes a problem where, for some EDS results where details are contractually hidden from guest users, the details remained unavailable when the user signed in.

Lists moderation queue fix

This fixes a problem where lists that users had opted to make public, in a pre-moderated environment, were not displaying in the moderation queue.

Making the most of your preview

Please check the preview version as early as possible to familiarise with the new functionality and to ensure that your tenancy still behaves as expected in terms of both functionality, including extensions, and styling.

To preview this release, please precede your tenancy URL with ‘demo.’, like this: demo.capitadiscovery.co.uk/{your tenancy name}. If you have your own host name, you’ll need to use demo.capitadiscovery.co.uk instead.

Release to the live service

The release of Prism to the live service will be on Wednesday 25th November 2015.

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the Prism blog, on the Prism forum and Prism Ideas or contact your Account Manager or the Prism team directly.

Prism release 27th August 2015

We’re pleased to announce that the version of Prism that has been in preview recently has now been deployed to the live service.

This release includes:

  • Export results from remote sources to reference management tools
  • EndNote Web included in export options
  • Lists – add items from remote sources
  • Lists – add notes to individual items, and improved sorting
  • Lists – independent of borrower barcode
  • Autocomplete predictions for search on EDS, Summon & other integrated sources
  • Build Search for EDS, Summon and other integrated sources

Details of the inclusions are described in the preview release notice.

If you have any comments, questions or suggestions please get in touch. You can comment here on the blog, on the Prism forum and Prism Ideas or contact your Account Manager or the Prism team directly.

Prism Release Preview 20th August 2015

We’re pleased to announce that the next release of Prism is now available for preview.
This release includes:

  • Export results from remote sources to reference management tools
  • EndNote Web included in export options
  • Lists – add items from remote sources
  • Lists – add notes to individual items, and improved sorting
  • Lists – independent of borrower barcode
  • Autocomplete predictions for search on EDS, Summon & other integrated sources
  • Build Search for EDS, Summon and other integrated sources

ExpoExport from remote sourcesrt results from remote sources to reference management tools
You can now export results from searches on remote sources such as EDS and Summon and integrated sources such as a Calm archives dataset. It works in exactly the same way as exporting items from the local catalogue.

EndNote Web included in export options
We have added EndNote Web to the list of options for exporting references, on both individual search results and lists.

Lists – add items from remote sourcesLists including articles
You can now save to a list results from searches on remote sources such as EDS and Summon, and integrated sources such as a Calm archives dataset.

Lists – add notes to individual items, and improved sortingLists with individual notes
You can now add a note to an individual item in a list. The ‘Add Note’ button changes to ‘Edit Note’ when there is a note. We’ve also improved to moving of items up and down the list – wherever possible the item being moved is placed at the top of the screen to minimise your need to move the cursor.

Lists – independent of borrower barcode
The identity of the owner of a list is now based on their borrower ID rather than their barcode number. This means that when you issue a new library card with a new barcode number to a borrower who has created lists, they will still see their lists when they sign in to Prism with their new borrower number.

AuAutocomplete Summontocomplete predictions for search on EDS, Summon & other integrated sources
Autocomplete predictions are now offered on searches on integrated search targets and augmented discovery sources such as EDS, Summon and Calm, if you have autocomplete enabled in your tenancy.

Build Search for EDS, Summon and other integrated sources
You can now use the Build Search option to construct detailed queries against integrated search sources including EDS, Summon and Calm.

 

Making the most of your preview

Please check the preview version as early as possible to familiarise with the new functionality and to ensure that your tenancy still behaves as expected in terms of both functionality, including extensions, and styling.

To preview this release, please precede your tenancy URL with ‘demo.’, like this: demo.capitadiscovery.co.uk/{your tenancy name}. If you have your own host name, you’ll need to use demo.capitadiscovery.co.uk instead.

Release to the live service

The release of Prism to the live service will be on Thursday 27th August 2015.

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the Prism blog, on the Prism forum and Prism Ideas or contact your Account Manager or the Prism team directly.

 

Prism release 20th May 2015

We’re pleased to announce that the version of Prism that has been in preview recently has now been deployed to the live service. This release includes:

  • Stock Purchase Request form (Prism Pro)
  • Integrated search service item data available via the Prism Linked Data API

Details of the inclusions are described in the preview release notice.

If you have any comments, questions or suggestions please get in touch. You can comment here on the blog, on the Prism forum and Prism Ideas or contact your Account Manager or the Prism team directly.

Prism Release Preview 12th May 2015

We’re pleased to announce that the next release of Prism is now available for preview.
This release includes:

  • Stock Purchase Request form (Prism Pro)
  • Integrated search service item data available via the Prism Linked Data API

 

Stock Purchase Request form (Prism Pro)

This new Prism Pro feature provides a form where users can recommend items for purchase by the library. All the Prism text is configurable, as usual. The user is invited to Stock Purchase Request formsign in, if not already signed in, before the form is displayed. When the form is submitted the bibliographic information is used to search your Prism catalogue to see whether you already have the item. If you have, then brief details of the most relevant match are displayed with options to check availability or view more results or, alternatively the user can submit their stock purchase request. If no match is found then the details entered by the user are re-displayed with a button to confirm and submit the requesStock Purchase Request matcht.

An order and Work (including a MARC record) are created and the order number is displayed to the user as a reference number to use for enquiries. In Alto, the Order status is potential and the Type is ‘Reader request’. The requester’s barcode number is given in Source and in the Note with some text indicating that it is a stock purchase request. No items are generated.

For further information and to enable the Stock Purchase Request form please contStock Purchase Request receiptact your Account Manager. This feature requires Local data Services (LDS) version 1.10, which, in turn, requires that you are on Alto version 5.6.1. or higher. Documentation on creating a link in the Prism header to the Stock Purchase Request form, when enabled, is given in the Prism Forum.


Integrated search service item data available via the Prism Linked Data API

It has been possible for some time to get search results from integrated search services such as Summon, EDS and others via the Prism Linked Data API for re-use in other applications. In this release we’ve extended the Item Data feature of the Linked Data API to allow the details of an individual item in an integrated search service (typically one that occurred in search results) to be retrieved in a variety of formats. To construct the URL to do this, please refer to the Prism Linked Data API documentation, in the Item Data API section.

 

Making the most of your preview

Please check the preview version as early as possible to familiarise with the new functionality and to ensure that your tenancy still behaves as expected in terms of both functionality, including extensions, and styling.

To preview this release, please precede your tenancy URL with ‘demo.’, like this: demo.capitadiscovery.co.uk/{your tenancy name}. If you have your own host name, you’ll need to use demo.capitadiscovery.co.uk instead.

 

Release to the live service

The release of Prism to the live service will be on Wednesday 20th May 2015.

 

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the Prism blog, on the Prism forum and Prism Ideas or contact your Account Manager or the Prism team directly.

 

Prism release 13th April 2015

We’re pleased to announce that the version of Prism that has been in preview recently has now been deployed to the live service. Details of the inclusions are described in the preview release notice.

If you have any comments, questions or suggestions please get in touch. You can comment here on the blog, on the Prism forum and Prism Ideas or contact your Account Manager or the Prism team directly.

 

Prism Release Preview, Admin Console Release – 30th March 2015

We’re pleased to announce that the next release of Prism is now available for preview, and the latest release of the Admin Console is now live.

This release includes:

  • Summon search service integrated in Prism
  • Show expiry date in My Account
  • Account expiry date for online joiners fix
  • E-resource links in records uploaded via Resource Management
  • Resource Management control number characters fix
  • Account lockout after 5 incorrect log in attempts to the Admin Console
  • Mandatory password strength when changing Admin Console password
  • Improved security in storage of passwords for the Admin Console

 

Summon search service integrated in Prism

Libraries that use the Summon resource discovery service can now offer their users the option to search Summon from within Prism. This is the second resource discovery service inteSummon searchgration in Prism, following the integration of EBSCO DS.

The Summon search integration allows users to find and link to your subscribed journal articles and other e-resources. Facets allow search results to be refined, including scholarly article, peer reviewed, format, discipline, subject, publication date and more. The Admin Console Prism Facets area includes the Summon facet options, allowing you to show or hide them and to alter their display order. You can also use expertSummon facets search qualifiers for more precision, such as title, author, subject and format.

You can view a demo of this integration on our demonstration tenancy.

To have Summon added as a search target in Prism you need a Connect for Summon licence. For more information please contact your Account Manager.

 

Show expiry date in My Account

When users view their account they will see the date their account expires, and they will be warned when it is due to expire within 60 days and when it has expired. The ‘Change PIN’ tab has been re-labeled as ‘Settings’ and it displays the account expiry date as well as the Change PIN form. When the account is due to expire within 60 days, or when it has expired, an alert is displayed directly below the account summary with an appropriate message including the expiry date.

Account expiry passedAccount expiry soonAccount expiry date

In all cases there is also a ‘Learn more’ link to a new ‘Account Expiry’ page explaining why accounts expire, what it means, and what to do about it. You can Account expiry textcustomise this text by uploading a file account-expiry.html, containing the page content fragment, to your tenancy’s Theme in the Admin Console, and you can provide translations by uploading additional theme files with the appropriate language code in the filename, for example account-expiry.cy-gb.html.

 

Account expiry date for online joiners fix

The online joining form in Prism will now set the new borrower’s expiry date according to the rules configured in your LMS, pulling this form in line with Soprano and Alto.

 
E-resource links in records uploaded via Resource Management

Prism can display links to e-resources from two different data elements: one is hotlinks, which are obtained dynamically via the LDS, and the other is electronic location and access, stored in the Prism data and derived from MARC field 856. Some libraries suppress the display of the electronic location and access links because they tend to duplicate the hotlinks. However, records uploaded to Prism via Resource Management and those returned from other sources via API, such as EDS and Summon, do not have hotlinks.

With this release, when there is no hotlink, Prism generates a hotlink-style display from electronic location and access data derived from MARC field 856. This means that the optimal approach now is to suppress the display of electronic location and access links because all required links will display as hotlinks. For help in suppressing the display of electronic location and access links, please open a Support case.

 

Resource Management control number characters fix

Some records that have been uploaded to Prism via Resource Management are from  suppliers whose control numbers include characters such as space, slash and plus. When selecting such records from Prism search results, the response has been ‘not found’.

Prism now replaces characters from MARC field 001 other than A-Z, a-z, 0-9 and underscore with an underscore, which fixes the problem.

To make this fix apply retrospectively you will need to re-load affected records – after this release has gone live. Suppress or delete Resource Management collections where the problem exists, and re-upload the records to a new collection.

 

Account lockout after 5 incorrect log in attempts to the Admin Console

To improve the safety and security of your Admin Console account, we have now instituted a password lockout policy, making an account unavailable for a short amount of time if an incorrect password is provided repeatedly.

After 5 incorrect attempts, an “are you human” verification is enacted, requiring you to tick a checkbox, and sometimes solve a CAPTCHA, to continue logging in. If you fail this verification 5 times, or verify successfully, but still use the wrong password, your account will be locked for a period of 10 minutes. This safeguard is to protect against people trying to guess, or brute-force, your account.

Login verification CAPTCHA

If you are having trouble accessing your account, or require the password changing because you have mislaid it, please open a support request and we’ll reset it manually for you.

As an added safeguard, we also strongly suggest enabling 2 factor authentication for your account, which can be set up from the ‘Account Settings’ panel. There are several freely available authentication applications available for all major mobile phone platforms, including Authy and Google Authenticator.

 

Mandatory password strength when changing Admin Console password

As a further safeguard for your account, we are now enforcing a mandatory “strong password” policy for all Admin Console accounts. This will take effect whenever you elect to change your password. Passwords should contain a mix of upper-case and lower-case characters, numbers, and preferably symbols (e.g. !”£$%^&*(){}[]:;@’~#.?/¬`). Additionally, runs of characters (e.g. qwertyuiop) will be flagged as being insecure, as will common dictionary words and known-weak passwords (e.g. password123 etc.).

To help you choose a strong password, we have added a password strength meter to the Change Password screen:

Password strength meter

Password Strength

To successfully change your password, your new one will need to be at least ‘Good’, as indicated on the strength meter.

 

Improved security in storage of passwords for the Admin Console

As part of our continual internal code reviews, we’ve made the way we store passwords more secure. This change is transparent and happens behind-the-scenes the next time you login to the Admin Console. The new password storage scheme protects against “brute forcing” in the unlikely event that the scrambled version of your password was ever obtained. We’ve ensured the system is future-proof by choosing a system that allows us to increase the strength of the scheme as computers become more powerful.

 
Making the most of your preview

Please check the preview version as early as possible to familiarise with the new functionality and to ensure that your tenancy still behaves as expected in terms of both functionality, including extensions, and styling.

To preview this release, please precede your tenancy URL with ‘demo.’, like this: demo.capitadiscovery.co.uk/{your tenancy name}. If you have your own host name, you’ll need to use demo.capitadiscovery.co.uk instead.

 

Release to the live service

The release of Prism to the live service will be on Monday 13th April 2015.

 

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the Prism blog, on the Prism forum and Prism Ideas or contact your Account Manager or the Prism team directly.

Prism Release 6th January 2015

We’re pleased to announce that the version of Prism that has been in preview recently has now been deployed to the live service. Details of the inclusions are described in the preview release notice.

If you have any comments, questions or suggestions please get in touch. You can comment here on the blog, on the Prism forum and Prism Ideas or contact your Account Manager or the Prism team directly.

 

Admin Console Release – 18 December 2014

We’re pleased to announce that the latest release of the Admin Console is now live.

This release includes:

  • Prism:
    • Redesigned editor for Prism themes
  • Notifications
    • Ability to schedule a “one-off” rule
    • Validation of mandatory fields when adding a rule
    • Adding name of rule to deletion modal dialogue
    • Rule parameters multiple value selection now uses a control with ability to move values into and out of a ‘selected’ box
    • Improvement to notifications editor to stop the page jumping around in certain browsers

Prism – Theme Editor

We’ve re-organised the Prism Theme editor in this release, and at the same time added some features to make it easier to manage and experiment with themes.

The most noticable difference is the adoption of a ‘tabbed’ interface, allowing us to move the ‘Upload File’ and ‘Upload Zip’ forms from the bottom of the page, making them quicker to access. Alongside these existing options, we also have three new features: ‘Edit File’, ‘Create File’ and ‘Migrate Theme’.

New Tabbed Interface

We’ve also added a link to the latest revision of the Prism Style Guide into the alert at the top of the page. You can now also dismiss this alert for the remainder of your session by clicking the “x” in the top right corner.

Edit File

To make it quicker and easier to try out new styling in your theme, we’ve added the ability to edit your files in situ. The editor we’ve chosen works on modern browsers (IE8 and up, recent Firefox and Chrome versions), and offers a wealth of features tailored to working with CSS, HTML and JavaScript files. These include:

  • Autocomplete: as you type CSS property names, JavaScript method names or HTML tags, the editor suggests possible values.
  • Smart indentation: the editor knows about the best way to indent CSS, Javascript, HTML and XML, and will do this automatically when you press enter to go to the next line.
  • Warnings/errors: CSS rules that could be problematic, or syntax errors in other files, are highlighted with either a warning flag, or an exclamation mark depending on the severity.
  • Find/replace: when using the editor, pressing CTRL-F or CTRL-H opens a find and/or replace dialogue respectively.
  • Theme support: if you’d rather work with a darker background to reduce eye strain, simply select one of the dark themes. This setting is saved in a cookie and should persist the next time you use the editor.

File Editor

Once you’ve finished editing a file and clicked on the ‘Save’ button, simply reset your tenant cache to see the changes reflected in your theme.

Create File

In tandem with the ability to edit files, Create File allows you to add a text based file (HTML, CSS, JavaScript, XML, .ini/config file and plain text) to your theme without the need to upload a blank file. You can create subdirectories by using forward slashes in the file name, e.g. path/to/new/file.html.

To ensure you can’t accidentally overwrite an existing file, the Admin Console checks to see whether a file of the same name already exists, and warns you if so.

Create File Dialogue

Migrate Theme

Every Prism customer has two tenancies by default, their ‘Live’ and their ‘Sandbox’. We always suggest working on any changes in your Sandbox first, before copying them to your Live tenancy. Previously this was accomplished by downloading a theme backup from the Sandbox and uploading it to the Live tenancy.

‘Migrate theme’ makes this process much quicker, allowing you to migrate the entire theme, or just your tenancy specific stylesheet file(s).

The usual process will now be to visit your Sandbox tenancy, migrate the theme from your Live tenancy, make changes, and then migrate from Sandbox to Live – all without having to download and edit files locally on your computer.

Migrate Theme Dialogue

Notifications

One-off Rules

We’ve now added the ability to create a special ‘one-off’ rule, that will send a notification on a specified date, rather than running on a regular basis. When adding the rule you now have the option to set the schedule to ‘Once’ or ‘Recurring’. When ‘Once’ is selected you can specify a date and time.
once

Mandatory Field Validation

When adding a rule, you’ll now be prompted with a warning message to fill in certain required fields, rather than defaults being provided which could previously be accepted inadvertently.
mandatory

Deletion Modal Dialogue

If you have a long list of inactive rules and are in the process of cleaning them up, confirming you’re deleting the intended rule is important. To that end we’ve now added the name of the rule you are about to delete to the modal dialogue that pops up asking for confirmation.
modal

Selecting multiple values for rule parameters

We’ve had some feedback that selecting multiple parameter values when creating a rule can be a bit cumbersone, especially if you have a long list of values. We’ve now adopted a similar selection widget to that used in the Prism Facets section of the Admin Console to make this a bit easier.
collection

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the Prism blog, on the Prism forum and Prism Ideas or contact your Account Manager or the Prism team directly.