We would like to propose an improvement to the search results for end-users in Primo. Our suggestion is to have an easier way to get back to the search results list if a document has several editions.
Currently, if a user opens a document that has several editions/versions, they have to reset their active search filters (“List of editions/versions”) in order to go back their original search results list. Our suggestion is to have a button that says “Back to results list” instead.

In addition, we propose that when returning to the results list, the user returns to the same place, and not at the top of the list. Today the user returns to the top of the results list when exiting the multiple record list.

When a user pins an item to My Favorites from the search results or detail view, the item goes to My Favorites without a label. Users would like to choose the label at the time they pin it.

Otherwise, they have to pin things, then go into My Favorites and go through all the things they just pinned a second time. By this time the user may not recall the specific reason they pinned it. We would like My Favorites to work similar to Pinterest and other similar tools, where the user can assign a tag/label as they are pinning, which is when they know why they want to save the item for later. If they can't do it while they are pinning, they will have to perform additional actions later to assign labels, and try to recall why they pinned the item at the earlier time.

USE CASE: A user is reviewing a result list. They want to pin items that they want to use now for part 1 of a paper, and pin items that they want to use later for part 2 of a paper, which is due later in the semester. The user pins items while reviewing the result list, but cannot assign labels at that time. After pinning items from the result list, they have to go to My Favorites and add labels for items they already decided they want, and have to then remember whether they wanted them for Part 1 of their paper or Part 2.

Our users make heavy use of the generate citation button, but they currently have to do this one record at a time. It would make things easier for them if they could pin all the relevant items, and then go into My Account, select all their pinned items, and generate a citation for all of them.

They can currently perform several actions by batch on all pinned items - email results, export to Refworks and so on - but the generate citation action is not yet available to them.

The citation that appears could be simply plaint text, with the citations separated by line breaks.

Summary Holdings Display>Primo VE
We would like our summary holdings to display one "click/screen" earlier than they do now.

For example,

https://col-hope.primo.exlibrisgroup.com/discovery/fulldisplay?docid=alma991001380029704767&context=L&vid=01COL_HOPE:HOPE&search_scope=MyInst_and_CI&tab=Everything&lang=en

Users first have to click on the little arrow on the right of a holdings location before viewing the summary holdings statement.

We would like the summary holdings to display as a third line under the initial location data.

How it displays now:
Van Wylen Library
Available, Bound Journals Section 3rd Floor ; HF5601 .N53

How we want it to display
Van Wylen Library
Available, Bound Journals Section 3rd Floor ; HF5601 .N53
Summary holdings: v.45:no.12(1975:Dec.)-v.55:no.12(1985:Dec.)

We have seen Primo UI libraries able to make this change; we desire the same functionality in Primo VE.

Thank you

Primo is currently unable to adequately accommodate initial articles (a, an, the etc.) when doing a title starts with search in Advanced Search.

The first title field that appears in the sort section of the PNX is used as the title that is matched against when doing a title starts with search but this leads to different outcomes depending on whether the records are indexed from PCI or Alma:

When the title field in the sort section of the PNX is created from Alma the default behaviour is to strip the initial article
When the title field in the sort section of the PNX is created from a PCI record the default behaviour appears to be to retain the initial article

This means that users cannot enter a title into this field that will accurately retrieve both PCI and Alma records as some titles start with an intial article and others do not. If the Alma records are adjusted so that the initial article is included then they will not sort correctly when sorting by title and users who fail to enter the initial article will not find the title they are looking for.

Primo should allow users to enter titles into the title starts with search box and it should retrieve all results that match the search terms regardless of whether the user has entered the initial article or not. Users should not be expected to enter titles with an initial article and then to do a separate search for titles without the initial article to ensure they have a complete set of results.

We see great value in Primo’s virtual browse and would like to see it improved. As more libraries move physical collections offsite it is critical to provide comparable discovery and browse experiences in our online environments.

First, we would like to be able to embed the virtual browse into other places like our own library website or Springshare’s Libguides. This would increase visibility and usage of the virtual browse.

Second, we would like the user to be able to start a virtual browse by using a keyword or call number search.

Third, we would like the virtual browse to support e-resources out-of-the-box. There is already an idea for this titled “Incorporate e-resources in the Virtual Browse tab.”

https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/17823025-incorporate-e-resources-in-the-virtual-browse-tab

Fourth, we would like the location of the item to display up front on the virtual browse.