1132 results found

1. Inform users when wildcard limit has been reached for local records (when still displaying CDI results)

   Based on Salesforce case 06390632.

   When using wildcards in a Primo search, there is a limit to how many you can use before the search triggers an error that excludes all local records.

   https://knowledge.exlibrisgroup.com/Primo/Knowledge_Articles/Long_combinations_of_Boolean_operators_and_truncated_terms_(wildcards)_return_0_results

   This limit is only for local records. The CDI search does not follow the same limitations and will still gather results even if this limit is reached.

   If a users crosses the wildcard threshold when searcing in a scope containing only local records, there will be an error message displayed that explains why no results were found. However, if the same search is done in a blended scope (Local + CDI) then this message is not displayed - the local records are just cut while still displaying the CDI records. Only the most attentive and/or experienced users of Primo will notice that the local records are not displaying, while the majority of users will assume that the results presented are the only hits. This skews the search to only show CDI-results and "hides" the local collection that probably has a lot of relevant documents on the subject.

   The preferred outcome of this Idea is to give users the error information even if CDI results are displaying. This would improve their ability to A: understand what is presented to them and B: alter the search to find local records.

   Based on Salesforce case 06390632.

   When using wildcards in a Primo search, there is a limit to how many you can use before the search triggers an error that excludes all local records.

   https://knowledge.exlibrisgroup.com/Primo/Knowledge_Articles/Long_combinations_of_Boolean_operators_and_truncated_terms_(wildcards)_return_0_results

   This limit is only for local records. The CDI search does not follow the same limitations and will still gather results even if this limit is reached.

   If a users crosses the wildcard threshold when searcing in a scope containing only local records, there will be an error message displayed that explains why no results were found. However, if the same search is done in a… more

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2. Primo Name/Title Browse Searches

   Primo Name/Title Browse Searches

   As frequent Primo users searching for known music items, the Alma Music Users Group would like to propose that Ex Libris create a left-anchored browse search for name/title entries found in bibliographic records. An alphabetical left-anchored browse search is particularly helpful for known-item searches that are often used for music materials and prolific literary authors.

   Currently, Primo provides browse search options for names (name portion only ($a,$q,$d)) and name/title headings used as subjects. For prolific authors, it is not unusual to find thousands of name/title headings lumped under the composers or authors name, with “20+ records” displayed adjacent to the heading. The Primo Browse Search options should include an alphabetical left-anchored “browse” listing for all name/title headings found in bibliographic records.

   The left-anchored browse name/title index search for authorized access points should include the subfields from the 700 name portion of the heading, as well as subfields from the 700 title portion of the heading ($t, $f, $m, $n, $r, $l, $k, $p, $o, $s), displayed in the order in which the fields are transcribed in the bibliographic authorized heading. The browse name/title index should also include the name/title information from the 100/240 fields, including the subfields from the 240 ($f, $m, $n, $r, $l, $k, $p, $o, $s), displayed in the order in which the fields are transcribed in the bibliographic authorized heading. In the event that the 100/240 combination cannot be included as the left-anchored browse search is developed, it is critical that these fields are added as soon as possible.

   In addition to a browse name/title search that retrieves results from the 7xx fields, the subject browse search should include name/title headings used as subject headings found in the 6xx fields.

   The browse indexes should display 4XX and 5XX cross-references and public notes such as the 680 found in authority records. Associated name and title strings must be kept together for both indexing and display. The cross-references are critical in helping the user to find items known by various titles in various languages. The 4xx and 5xx displays should be linked to redirect the patron to the appropriate section in the index.

   Benefit: Without a left-anchored browse search, there are too many false drops and omissions when searching for materials by prolific authors and composers. The left-anchored browse results in a more focused and complete search result, helping the user to quickly find all items with the same authorized access point.

   Attached is an optimal name/title display for the composer Georges Bizet.

   Primo Name/Title Browse Searches

   As frequent Primo users searching for known music items, the Alma Music Users Group would like to propose that Ex Libris create a left-anchored browse search for name/title entries found in bibliographic records. An alphabetical left-anchored browse search is particularly helpful for known-item searches that are often used for music materials and prolific literary authors.

   Currently, Primo provides browse search options for names (name portion only ($a,$q,$d)) and name/title headings used as subjects. For prolific authors, it is not unusual to find thousands of name/title headings lumped under the composers or authors name, with “20+ records”… more

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3. Allow patrons to order a specific item in a fulfillment network

   Hi

   We are in a consortium with a fulfillment network.

   Which in many cases means that the patrons can not pick which copy of a book they want to order.

   While this may make sense as the default (1), it is frustrating for many patrons, myself included.

   • When more than one copy is available, I want to be able to decide which one to get
     
   • When a book is on loan I may prefer to wait for the copy of my favorite library to come back instead of getting the book from somewhere else

   This is especially relevant when I'm in a setting where getting a copy from another library costs me money.

   ---

   The option 'choose specific item' should be available in the full title display (when logged in). If this is not possible, it could be an option in the patron settings.

   ---

   (1) Although it leads to an inconsistent display in Primo VE: sometimes the links for ordering are above the call number, sometimes next to it.

   Hi

   We are in a consortium with a fulfillment network.

   Which in many cases means that the patrons can not pick which copy of a book they want to order.

   While this may make sense as the default (1), it is frustrating for many patrons, myself included.

   • When more than one copy is available, I want to be able to decide which one to get
     
   • When a book is on loan I may prefer to wait for the copy of my favorite library to come back instead of getting the book from somewhere else

   This is especially relevant when I'm… more

   155 votes

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4. Preference of links from link resolver over link in record in brief results for merged records

   When one or more of the records in a merged group is coming from a collection using the link resolver, and other records are coming from collections using the link in the record, the link in record type of link is always displayed in the brief result list. It should be possible to choose to always display a link resolver type of link instead.

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5. Collection Discovery: "new" pagination method instead of endless scrolling

   Already some time ago (May 2021 Release) Ex Libris has rolled out the "new" pagination method: users can now specify whether to display 10, 25, or 50 results per page.

   This works also in the "Database Search" and the "Journal Search" but not in the "Collection Discovery" section of Primo.
   "Collection Discovery" still provides the old endless scrolling method (Button "Load More Results") where you quickly run into brower performance problems if a collection contains my items.

   Please make the "new" pagination method also availalbe in the "Collection Discovery" area.
   Thank you in advance!

   35 votes

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6. Show amount of records of a Discover Import Profile

   In Alma it's not possible to use the adv search bar/jobs/analytics to list records from external data sources. We can see the records loaded in the History option of each profile execution. But to have a total, we would need to open one by one.

   Could it be possible to have the amount of records and MMS IDs of each discovery import profile available to see?

   For example, in the same menu list where we see the History, Reload and Delete, etc, add an option called: Total and when we click on it Alma searches for all records of the data source and displays the MMS ID.

   In Alma it's not possible to use the adv search bar/jobs/analytics to list records from external data sources. We can see the records loaded in the History option of each profile execution. But to have a total, we would need to open one by one.

   Could it be possible to have the amount of records and MMS IDs of each discovery import profile available to see?

   For example, in the same menu list where we see the History, Reload and Delete, etc, add an option called: Total and when we click on it Alma searches for all records of the… more

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7. Make ILL requests a Send To action in Primo records

   Add ILL Request to the cluster of Send to actions in the Primo record full display. This would send the citation to the institution's ILL form so a user could place a request for an item. This feature would give institutions the option of providing ILL services as a constant in records instead of being facilitated through services tweaked through a series of display logic rules which don't always produce desired results. For example, sometimes CDI records match to print serial holdings that don't actually contain the article. Sometimes the online source is missing the item or malfunctioning. With the ILL in the Send To, a user could submit the request for the article they need instead of tracking down the ILL form to submit it manually. This feature could be useful in alerting libraries to barriers in accessing items that show as available. The advantage of the function in the Send To is consistency and keeping it out of the services menu which may not be a noticeable or logical place for making ILL requests.

   Add ILL Request to the cluster of Send to actions in the Primo record full display. This would send the citation to the institution's ILL form so a user could place a request for an item. This feature would give institutions the option of providing ILL services as a constant in records instead of being facilitated through services tweaked through a series of display logic rules which don't always produce desired results. For example, sometimes CDI records match to print serial holdings that don't actually contain the article. Sometimes the online source is missing the item or malfunctioning. With the… more

   6 votes

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8. Give Us Feedback: control on which page the icon is displayed

   We would like to control on which page the new "Give Us Feedback" tool icon (May 2022 release) is displayed.
   We are using this tool only for reporting broken links. We need the icon only on the Full View of the search results, but currently, it must be displayed on all pages.
   Actually, most of the feedbacks from our users have been sent by accidentally clicking the icon on the Brief View of the search results, Primo VE home page, etc.
   So, it would be helpful if we could control on which page the icon is displayed.
   Please support this idea.

   We would like to control on which page the new "Give Us Feedback" tool icon (May 2022 release) is displayed.
   We are using this tool only for reporting broken links. We need the icon only on the Full View of the search results, but currently, it must be displayed on all pages.
   Actually, most of the feedbacks from our users have been sent by accidentally clicking the icon on the Brief View of the search results, Primo VE home page, etc.
   So, it would be helpful if we could control on which page the icon is displayed.
   Please support this… more

   25 votes

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9. Signed in user should be able to set their preferred search profile

   We have decided to place the Library catalog search profile first in the search box as this is what most of our users need. However, some of our users find this irritating and request for the All or International articles option to be put first. This is obviously a choice that's always going to make somebody unhappy!

   To get around this issue, we suggest that a signed-in user should be able to set their own preferences as to which search profile comes first in the search box.

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10. Pre-filter for Primo database search

    Please add pre-filters to the Primo database search to allow users to filter their results prior to performing a search (as it is possible for a general Primo search).

    This would be very helpful for e.g. database types (bibliographies, dictonaries, subject gateways, reference works, etc.) or other database indicators like "Open Access", "Full Text database", "Database supports OpenURL", etc.

    It should be possible to use these pre-filters in combination with all database search options:
    - search for a keyword
    - A to Z index search
    - Category search
    and choosen pre-filters should remain for the session (like the "sticky" facets), if they are not changed by the user.

    Thank you in advance!

    Please add pre-filters to the Primo database search to allow users to filter their results prior to performing a search (as it is possible for a general Primo search).

    This would be very helpful for e.g. database types (bibliographies, dictonaries, subject gateways, reference works, etc.) or other database indicators like "Open Access", "Full Text database", "Database supports OpenURL", etc.

    It should be possible to use these pre-filters in combination with all database search options:
    - search for a keyword
    - A to Z index search
    - Category search
    and choosen pre-filters should remain for the session (like the "sticky" facets),… more

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11. My Library Card: add sort by date option to requests list

    it is currently only possible to sort the requests list within My Library Card by status or title - our users would very much appreciate the option to sort by request date as well - thanks for considering!

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12. Primo VE: Allow users to select false options when requesting items to another campus

    Due to the set up of rules within our system, students are able to request books to any campus they want to except their home campus (as it is available to pick up).
    When they don't see their campus as an option, they will send the book to another campus, see that it has arrived, and then turn up at the wring site expecting the item.

    We're proposing a setting in which the student would be able to select their own campus, but then receive an error message when they try to process it explaining why they can't and what they can do instead.

    Due to the set up of rules within our system, students are able to request books to any campus they want to except their home campus (as it is available to pick up).
    When they don't see their campus as an option, they will send the book to another campus, see that it has arrived, and then turn up at the wring site expecting the item.

    We're proposing a setting in which the student would be able to select their own campus, but then receive an error message when they try to process it explaining why they can't and what… more

    4 votes

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13. Show last edit date in Manage Customization Package tab for Primo VE View

    Currently, the manage customization tab shows no information about when the package was last updated. I suggest adding information in the display area that shows "Package last updated: YYYY-MM-DD," preferably with the user's id.

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14. Generic Field in Resource Sharing Request Form

    We use the ILL request form in Primo VE and use the Generic Field to get users to confirm they've checked whether the resource is in stock. This is working well but now for every request it includes the text from the field "Please tick to confirm you have checked Library Search - we will not buy items that are already available.:true" in the note and request note field on the borrowing request. This makes it hard to see specific notes.

    We'd like to have the option to stop the generic field text being copied to the fields.

    21 votes

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15. Improve Related Titles hypertext linking and advanced search

    As a user, I want advanced searches that are generated by clicking a related title hyperlink to use existing metadata as search parameters in order to accurately narrow the results to relevant records.

    As currently implemented, the hyperlinks for related titles either takes the user to a locally held version of the record or generates an advanced search based on the title alone.

    When a user clicks a link for a related title named "Berg, Jeremy M. (Jeremy Mark), 1958- Biochemistry. 5th ed. New York : W.H. Freeman, ©2002" they are taken to an Advanced Search for Biochemistry.

    This search based on title alone returns 1,033,718 results. Searching for Biochemistry, by anyone, anywhere, at any time, makes the user feel as if clicking the link has taken them farther from their goal.

    The simple act of adding the author's name (from the 76x-78x subfield a) to the search narrows the results to 15. 15 relevant and useful records.

    Explanations for the subfields can be found here:
    https://www.loc.gov/marc/bibliographic/bd760787.html

    As a user, I want advanced searches that are generated by clicking a related title hyperlink to use existing metadata as search parameters in order to accurately narrow the results to relevant records.

    As currently implemented, the hyperlinks for related titles either takes the user to a locally held version of the record or generates an advanced search based on the title alone.

    When a user clicks a link for a related title named "Berg, Jeremy M. (Jeremy Mark), 1958- Biochemistry. 5th ed. New York : W.H. Freeman, ©2002" they are taken to an Advanced Search for Biochemistry.

    This search… more

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16. Allow creating "NonFullText" electronic collections (as the "getCitedJournal" in SFX).

    We would like Primo VE to allow creating "NonFullText" electronic collections, following the SFX model where the "getCitedJournal" service type exists.

    This would allow managing lists of notes and/or service access urls, complementary to the other FullText collections.

    Currently it is not possible to do these loads without confusing users in the results view, since when treating it as full text objects it shows them as "Available online".

    This option would be complementary and more flexible than the "General electronic services", which are very limited since it does not allow adding particular notes and the URL must be homogeneous.

    See example: https://biblioteca.cisug.gal/permalink/34CISUG_BUG/1h14122/alma9950256707711

    In our example, we would like to upload a list of all the titles that SJR indexes, and show an informative note with its h-index, its classification, and the particular URL to access SJR, but we would like it to be seen only as complementary information, that is, in case some other FullText object already exists in another collection.

    We would like Primo VE to allow creating "NonFullText" electronic collections, following the SFX model where the "getCitedJournal" service type exists.

    This would allow managing lists of notes and/or service access urls, complementary to the other FullText collections.

    Currently it is not possible to do these loads without confusing users in the results view, since when treating it as full text objects it shows them as "Available online".

    This option would be complementary and more flexible than the "General electronic services", which are very limited since it does not allow adding particular notes and the URL must be homogeneous.

    See… more

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    9 votes

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17. Include available NZ e-inventory within IZ Alma/Primo VE browse indexes

    For consortia with Network Zones, the centralized management of electronic resources is an integral function of the NZ. However, the Alma Browse Bibliographic Headings functionality used for the Primo VE Browse Search indexes omits e-resources available to an institution via the NZ.

    Within the Metadata Editor, staff can select either 'Institution' or 'Network' when using the Browse Bibliographic Headings function. Selecting 'Institution' includes records from the IZ level, which omits anything where electronic access has been distributed to that institution from the NZ. Selecting 'Network' includes all records from the NZ level, regardless of the institution's physical holdings or electronic access.

    The Primo VE Browse Search uses the Alma Browse Bibliographic Headings 'Institution'-level index. As a result, our end users (students, faculty, reference librarians, etc.) who browse headings are not viewing the complete set of resources available. This is a particular problem for ebooks, as there are several large collections from major publishers/platforms (Oxford, JSTOR) that are managed in the NZ on our behalf by our consortium.

    We want a setting in between the two existing options, which would include all IZ records AND the NZ records "Available for" the institution, and which would be used for the Primo VE Browse Search. This setting would allow staff to review the headings of all pertinent records, physical and electronic, within Browse Bibliographic Headings, and enable end users to access the same set of resources from the Primo VE Browse Search.

    An example of the gap for our end users:

    Browsing for the subject "Jewish wit and humor–History and criticism" yields 16 results:
    https://wrlc-gu.primo.exlibrisgroup.com/discovery/search?query=Browse:%20Jewish%20wit%20and%20humor%20History%20and%20criticism.&sortby=author&vid=01WRLC_GUNIV:01WRLC_GUNIV&mode=browse&browseQuery=Jewish%20wit%20and%20humor--History%20and%20criticism&browseScope=subject.1&innerPnxIndex=-1&fn=BrowseSearch&docCount=16&browseParams=%7B%22headingType%22:%22SUBJECTS%22,%22vocabularyCode%22:%22LCSH%22,%22normalizedValue%22:%22jewish%20wit%20and%20humor%20history%20and%20criticism%22,%22numberOfResults%22:%2216%22,%22displayValue%22:%22Jewish%20wit%20and%20humor%20History%20and%20criticism.%22,%22sourceCode%22:%22TOPICAL_TERM%22,%22isPrefered%22:false,%22originatingSystem%22:null,%22browseType%22:%22SUBJECTS_WITH_MARC21_6XX%22,%22isGlobal%22:true,%22originatingSystemId%22:null,%22family%22:%22MARC21%22,%22recordProvenance%22:%22INSTITUTION%22%7D

    An advanced search for the same "Jewish wit and humor History and criticism" subject yields 18 results: https://wrlc-gu.primo.exlibrisgroup.com/discovery/search?query=sub,exact,%22Jewish%20wit%20and%20humor%20History%20and%20criticism%22,AND&tab=LibraryCatalog&search_scope=MyInstitution&sortby=rank&vid=01WRLC_GUNIV:01WRLC_GUNIV&lang=en&mode=advanced&offset=0

    The two 'extra' results in the search by subject are ebooks from NZ JSTOR collections.

    For consortia with Network Zones, the centralized management of electronic resources is an integral function of the NZ. However, the Alma Browse Bibliographic Headings functionality used for the Primo VE Browse Search indexes omits e-resources available to an institution via the NZ.

    Within the Metadata Editor, staff can select either 'Institution' or 'Network' when using the Browse Bibliographic Headings function. Selecting 'Institution' includes records from the IZ level, which omits anything where electronic access has been distributed to that institution from the NZ. Selecting 'Network' includes all records from the NZ level, regardless of the institution's physical holdings or electronic… more

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18. Make databases categories field distinguished by institution also for searching

    In consortial environment, if the label of a database category assigned in IZ A for a database AAA is the same in IZ B but for another database BBB, this database BBB is also found in IZ A.
    Using different local extensions per each IZ doesn't help.
    As categories usually are defined with generic names that are used in several IZs, this funtionality is not usable as is in consortial environment.

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19. Make both the label and the code from the controlled vocabulary registry searchable

    When adding a controlled vocabulary to the registry and afterwards connecting it to a certain MARC field in Primo VE, patrons now can only search using the code and not the label.

    As an example imagine a controlled vocabulary with the entry ECON (code) and Economy and Finance (label). If ECON (the code) is stored in the record and the patron searches for Economy and Finance in that field (in advanced filter), he or she will get no results. If you search for ECON however all relevant records will be returned.
    Of course the patrons are not supposed to know these codes, thus rendering the use of controlled vocabularies in search scopes practically useless.

    When adding a controlled vocabulary to the registry and afterwards connecting it to a certain MARC field in Primo VE, patrons now can only search using the code and not the label.

    As an example imagine a controlled vocabulary with the entry ECON (code) and Economy and Finance (label). If ECON (the code) is stored in the record and the patron searches for Economy and Finance in that field (in advanced filter), he or she will get no results. If you search for ECON however all relevant records will be returned.
    Of course the patrons are not supposed to know… more

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20. Journal coverage: show more label if there is more than one embargo

    Since November 2021 journal coverage is shown in brief results (https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2021/010Primo_VE_2021_Release_Notes#Show_Journal_Coverage_Dates_in_Brief_Results_and_Journal_Search_).
    This is very good, but there is one rule that is not the best solution. It is stated: "Coverage information may include a single embargo, and if multiple embargoes exist, only one of them will appear in the coverage."
    Now, embargoes of different portfolios may contradict each other. So, if the user only see the first one, he may erraneously believe he has no access. Therefore, as soon as there is more than one embargo, the more label should get added to the journal coverage in the brief display.

    Since November 2021 journal coverage is shown in brief results (https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2021/010Primo_VE_2021_Release_Notes#Show_Journal_Coverage_Dates_in_Brief_Results_and_Journal_Search_).
    This is very good, but there is one rule that is not the best solution. It is stated: "Coverage information may include a single embargo, and if multiple embargoes exist, only one of them will appear in the coverage."
    Now, embargoes of different portfolios may contradict each other. So, if the user only see the first one, he may erraneously believe he has no access. Therefore, as soon as there is more than one embargo, the more label should get added to the journal coverage in the… more

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