Primo
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120 results found
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Apply the Primo NDE color theme to Primo Research Assistant
In the Primo NDE interface, the selected UI color theme is not applied to the Primo Research Assistant (RA).
Even when a custom theme color is configured for the NDE view (e.g., orange), several RA interface elements still appear in the default blue color, such as:
- the AI stars icon
- the "Start a new topic" button
- navigation arrows in the RA interface.According to Clarivate support, this behavior is expected because the RA interface is controlled by CDI rather than Alma customizations.
Expected behavior: The selected NDE UI color theme should also apply to the Primo Research…
35 votes -
NDE UI - Improving UX locations section
The request buttons on item-level are not easily found by our users.
Please note, we have activated item-level requesting for all records, because it seems more logical and straightforward to have all the request buttons in one place. We do not believe returning to title-level requesting is the solution here, but enhancements in the locations section in the NDE UI could improve the experience.The various UX-issues of the locations-section are:
The 'arrow' button is not a clear button
Customers gave us feedback that they find it hard to see you can elapse or collapse cards. They blantly state that…
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10 votes -
Allow patrons to manage email notification preferences by themselves
As a consortium serving more than 200,000 patrons, we request that Primo My Account include a self-service “Notification Preferences” section allowing patrons to select or deselect specific categories of library emails (e.g., courtesy letter, availability letter...), with clear distinction between mandatory and optional notices. This would improve user experience, reduce unnecessary email volume, enhance deliverability of critical communications, and support environmental sustainability by limiting avoidable large-scale email traffic across the consortium.
2 votes -
Separate display configuration for names in Primo
To configure the order in which a user's first name and last name display in Primo VE (which displays as initials in the top right corner of the screen of NDE) we need to configure the Alma User Details settings. However, in Alma it is easier for us to work with names ordered 'last name, first name' however in Primo we need to order user names 'first name last name' for their initials to show correctly.
Please provide Primo VE with its own configuration settings for the display of a user's name.
5 votes -
Support turning on/off individual CDI document attributes
Currently, CDI document attributes can only be turned on/off at the view label, and if there is a particular attribute that a library does not want to display, they cannot turn it off as a configuration.
For example, a library may want to turn off the "Primary source" label because it causes confusion when patrons are searching both CDI and local records together.
Please add the ability to enable or disable individual CDI document attributes for display in Primo.
7 votes -
Additional Format options for resource sharing request form
The resource sharing request form currently only allows selections of "Physical" and "Digital", but patrons might have both preferences and flexibility on the format of their requests. Additional options like "Physical Only, Digital Only, Physical preferred but digital accepted, or Digital preferred but physical accepted" would be helpful for both patrons and ILL staff.
3 votes -
Enable Pre-filter below the search term input field in NDE UI
Background:
In the previous Primo VE UI, users were able to apply Pre-filters directly below the search term input field. This functionality allowed for more precise and efficient searching without requiring access to Advanced Search.Proposal:
We recommend implementing the same feature in the NDE UI, enabling users to select Pre-filters directly beneath the search term input field.Benefits:
Users frequently use the "contains exact phrase" option or use the “begin with” option. (Especially for non-English speaking users like us.)
Providing Pre-filter functionality in the brief search interface will allow users to execute advanced searches quickly and intuitively, without navigating…9 votes -
Make open access indicator appear for all appropriate resources
Currently, the Primo VE "Open Access Indicator" icon does not appear for resources where the 506 $2 vocabulary value is not equal to "star". This creates a situation in which the open access indicator is not reliable to users as a way to identify freely-available resources.
According to approved cataloging practice, there are a variety of valid vocabularies that open access 506 values can be taken from. In addition, the STAR (Standardized terminology for access restriction) vocabulary is no longer actively maintained, and its appearance in catalog records will likely diminish over time.
The Access Restriction Term Source Code List…
224 votes -
Allow customization of the display on the Primo Services Page so that metadata from the OpenURL doesn't present as a matched resource
Currently, when a user follows an OpenURL link to a Primo Services page, the page takes the metadata fields from the OpenURL and presents them in a format that mirrors the "Brief record display" from Primo search results and full record displays. This is misleading to users, who assume that the OpenURL has found a match for a resource when in fact they may not have.
We would like to be able to configure a separate display for the Primo Services Page, so that we can make it clearer to users that what they are seeing is a formatted version…
165 votes -
Clickable logo single URL insufficient for multilingual institution
There is only one field available for association with the clickable library logo in Primo VE. This means that some users in a multilingual institution will always be directed away from their chosen language interface after clicking the logo. Please provide at least one other field that is sensitive to the interface language in which the logo is clicked so that Primo VE may fulfil its promise of multilingualism.
40 votes -
Primo NDE: Make the display of user initials independent of the sort order for user names in Alma
In Primo NDE, when a user is logged in, the initials are displayed according to the sort order for user names defined in Alma (Configuration > User Management > User Details > User Name Display). If the sort order is set to "lastName, firstName" ("Smith, John") in Alma the initials will display as "SJ" in Primo.
We think it should be possible to configure these two appearences indenpendently. It should be possible to sort user names as "lastName, firstName" in Alma, but display the initials in Primo as "firstName lastName".
90 votes -
Enhancing visibility of Open Access indication for CDI article records
Problem:
[see 1OAPrimo.png] Currently, the Open Access indication appears under a title in Primo for Open Access CDI article records, which can confuse library users. They might think that all collections under "View Online" are all full-text open access.Idea: To enhance clarity for users, we recommend first configuring Alma settings to control the display of the Open Access indication, followed by adjustments in Primo.
[In Alma] [see 2OAPrimo.png] We propose adding a tick box or a dedicated field within the service level settings to indicate open access. When enabled, this setting will control whether the OA indication appears.
[In…
3 votes -
Restore One-Click Permalink Access in NDE Brief and Full Record Displays
As a library staff member and end user, I would like direct, one-click access to copy a permalink from both the brief and full record displays so that I can quickly and efficiently share stable links to resources without navigating through multiple menu layers.
Description:
In the original Primo VE UI, both brief and full record displays include a dedicated permalink button that allows users to access a permanent link to a resource with a single click. This streamlined access is essential for common workflows including:
- Reference and instruction staff sharing resources with students and faculty
- Liaison librarians embedding links…
86 votes -
Drag-and-drop to reorder search-criteria rows in Primo VE Advanced Search
As an end-user building a complex multi-line advanced search, I want to drag any criteria row to a new position so that I can quickly reorganize my query without deleting and re-typing fields.
I'd imagine a little click-drag icon on the left that the user could use to re-order query fields. I found an example built in react at https://react-querybuilder.js.org/demo , screenshot attached.
3 votes -
Primo NDE change order of fields in request forms
We would like to be able to change the order of the fields in the Request forms in Primo NDE
For example: in the Request another Issue Digitization Request Form the 'Comment' field is in the middle of the form, and we would like it to be in a more consistent place, at the bottom of the form.
1 vote -
Primo NDE UI: Introduce Dark mode
Our users are complaining that the new UI is too bright and causes eyestrain and specifically requesting a Dark Mode option. We have also developed our new website using the same materials/components as are used in the NDE to align our visual identity so we know that it is possible with the tools at hand. Lastly, I recently saw this article and the first thing it mentioned is that young people want dark mode: https://www.choice360.org/libtech-insight/5-surprising-things-ive-learned-about-gen-z-college-students/
197 votes -
Fix Export and Print Problems with My Library Card in Primo VE and NDE
Background:
When a user goes to their My Library Card in Primo VE they can see all the items that they have checked out. However, if the user tries to print or export this list, it excludes any suppressed bib records. Interlibrary loan records are usually suppressed because we don't want our search results to return titles we don't own. As a result, the user can see the interlibrary loan titles they have checked out, but they cannot print or export them.We reported this problem to Ex Libris, after a graduate student noticed the discrepancy and reported it to…
35 votes -
Consistent display of the "Search Inside" feature for Journal, Magazine, and Newspaper records
Primo VE was developed in 2017 with a "Search Inside" feature, originally appearing only on Journal type records. In 2019 when CDI was developed Newspaper and Magazine types were added to the discovery environment.
Unfortunately It appears that Ex Libris forgot to consider local records holistically, despite that Newspaper is an out-of-the-box configured type for Alma in Primo VE and many of their customers offer a blended search experience for their patrons.
This is evidenced in an inconsistency that Search Inside displays on Newspaper records from CDI and fails to display on Newspaper records for local records. It will also…1 vote -
Add a uniqueness comparison check for local fields in a dedup record, and only display one instance of a non-unique field
It became possible in November 2024 to display instances of a local field from all records in a Dedup record in Primo VE (Configuration > Discovery > Other > Local fields to display from all dedup members).
The feature displays up to 10 instances of a field from records in the dedup group.
This is a useful and welcome development to ensure patrons have access to all the metadata of the work.
However, there is an issue that the data displays regardless if it is exactly the same in multiple records, despite that there is no usefulness for a patron…1 vote -
Instant Insight into FRBR Versions in the Search Results
We have received feedback from our users that they would like to get an initial overview of a FRBR group’s contents directly in the results list. When encountering the representative record of a FRBR group, they want to immediately see how many online resources and physical copies are included, along with other useful details such as publication dates or resource types.
A straightforward implementation could be to enhance the link to the versions list so that it not only shows the total number of versions but also indicates how many available online (consortia: only online resources that are available in…30 votes
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