72 results found

1. Provide PCI collection batch updator (e.g. uploading .xlsx files, etc.)

   PCI collections can be activated/inactivated one by one manually. It's too time-consuming and inefficient to repeat search-click-tick-back-search-again.
   Please provide a batch update function, such as, uploading an .xlsx file, etc.

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   Planned  ·  AdminNili Natan (Product Manager, Ex Libris) responded

   Thank you for this idea. With the move to CDI coming in 2020 the current interface for Primo Central activation will become obsolete, Activation for CDI will be handled from Alma and SFX in a single activation process and simplified flow

2. Drag/drop results facets

   We would like to be able to let our users personalize their search experience by dragging and dropping results facets into different positions in the list. For example, our first facet is Show Only. If a user wanted to see Material Type or Publication Date first, they could simply drag one of those facets to the top of the list. Making those choices persistent through a session and/or through their own personal account would be even better.

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3. Generate citation on multiple pinned items

   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.

   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… more

   119 votes

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   Accepted  ·  AdminYael (yael.shahar@clarivate.com, Ex Libris) responded

   Hi all,

   We would like to update that we plan to add this functionality to the Primo Next Discovery Experience User Interface.

   More details on the new interface planning can be found here:

   https://knowledge.exlibrisgroup.com/Primo/Product_Materials/010_Primo_Next_Discovery_Experience_User_Interface

   
   

   Best regards,

   Yael.

4. Use of initial articles in title starts with searches in Primo Advanced Search

   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.

   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… more

   41 votes

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5. View user request history

   We would love to be able to view a user's request history in the Requests tab of their account. You can view Returns and Fines histories so why not Requests?
   This would be very useful for students and staff! Thanks.

   226 votes

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   Accepted  ·  AdminYael (yael.shahar@clarivate.com, Ex Libris) responded

   Hi all,

   This is to update that we are planning to develop this option in the Primo Next Discovery Experience User Interface.

   More details on the new interface planning can be found here - 

   https://knowledge.exlibrisgroup.com/Primo/Product_Materials/010_Primo_Next_Discovery_Experience_User_Interface.

   
   

   Best regards,

   Yael.

6. Restrict discoverability of e-resources for walk in users to those resources they are licenced to use

   We're looking to restrict the discoverability of electronic resources for walk in users to those resources they are licenced to use.

   Ideally, Primo would identify that the walk in users were from a certain IP range and in combination with an Alma licence
   condition which allowed walk-in use to the resources, it would allow them to discover the resource.

   41 votes

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7. Sort purchase requests in Primo, by newest

   It would be really helpful if user were able to sort their purchase requests in Primo by purchase-request creation date newest. Now Primo shows their purchase requests sorted by oldest, normally the user wants to see the follow up of the most recent.

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8. Allow reader to sort the values in a facet by A-Z or by number of records.

   Most databases such as Web of Science or Ebsco Discovery tool allow the user to determine how to sort the values in a facet (see screenshot)

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9. Displaying the pre-filters used, as the used facets are dispalyed

   It would be very useful to display the pre-filters used in Primo New UI (from both simple search screen - as of May release and advanced search screen). Pre-filters used should be displayed in the brief results list just as the facets used are displayed, at the top of the column. Thus the patron can always see and be aware of all the active filters in the session

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10. My Library Account: add Recalled Loans Tab

    It would be very beneficial for library patrons to be able to view their recalled loans, at a glance, when checking their library account in Primo; please could you add a Recalled Loans tab to the Overview section of My Library Account

    165 votes

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11. Optimize call number Advanced Search

    Currently you can conduct an advanced call number search, but there are a few issues with it:

    -It doesn't properly search the entry as a call number like the Browse function does. It treats it like a regular word which results in severely incomplete results. For example, if I do advanced search > call number > contains > MT, I receive 90 results, though we have 3,578 items with call numbers that begin with MT.

    -The only way to see a mostly accurate number of holdings is to search partial numbers + an asterisk. For example, MT* returns most of our 3,578 items. Most users would not think to search with an asterisk.

    -When limiting an Advanced Search by Call Number, the only limiters available are Contains and Is(exact). Starts With appears to be an option until you click on it, and then Call Number changes to Title which becomes unavailable to change. Starts With would be the best and most logical limiter for users for a call number search, but it's not available.

    -The Contains limiter does not appear to function correctly. For example, I receive results when searching Advanced Search > Call number > Contains > M1003 .H64, but no results when I search M1003 .H.

    (I submitted ticket 00523629 regarding these requests, and was advised to post them to the Idea Exchange.)

    Currently you can conduct an advanced call number search, but there are a few issues with it:

    -It doesn't properly search the entry as a call number like the Browse function does. It treats it like a regular word which results in severely incomplete results. For example, if I do advanced search > call number > contains > MT, I receive 90 results, though we have 3,578 items with call numbers that begin with MT.

    -The only way to see a mostly accurate number of holdings is to search partial numbers + an asterisk. For example, MT* returns most of… more

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12. Allow admin to select in what order Resource Types are displayed

    Currently the Resource Types can only be arranged alphabetically or by count (how often the type appears in search results). We would like to be able to preference certain types above others (for example, books, ebooks, articles...over things like Text Resources. So that for any search, the Resource Types are always arranged the same way and in a way that is most helpful for users.

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13. Ability to share favorites

    We'd like to see a more robust favorites area, with more options for configuration. One thing in particular we'd like would be the ability to organize lists of favorites, then to share those with other users. This has been brought up by librarians who'd like to work on lists collaboratively and then share those lists with students or instructors.

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14. Improve usability of exclude/include facet options

    Based on recent usability testing of the new UI we have found that our users appeared to be confused about how to include and exclude facet options from their results set. One of the main pain points seemed to be that they did not know that they were able to exclude a specific facet option (for example to exclude English items from the results set most of our users ticked all options under the language facet other then English rather then just excluding the English option).

    At the moment the option to exclude only appears when someone hovers over the facet option, and it appears on the right of the text of the facet option. Although the option to include a facet also only appears when the mouse hovers over the text of the facet option because it appears on the left of the text it is more obvious, as users will be reading left to right, then something that appears after the text.

    We feel the overall usability of the exclude/include facet option functionality could be improved by:

    1. Moving the exclude option so it is next to the include option on the left of the facet options
    2. Both options are made static so users are aware there are filtering options without the need to hover over the text of the facet option.
    3. Currently a tool tip exists for the exclude option, but there isn't a equivalent tool tip for include. We would like a tool tip to be available for both options.

    Based on recent usability testing of the new UI we have found that our users appeared to be confused about how to include and exclude facet options from their results set. One of the main pain points seemed to be that they did not know that they were able to exclude a specific facet option (for example to exclude English items from the results set most of our users ticked all options under the language facet other then English rather then just excluding the English option).

    At the moment the option to exclude only appears when someone hovers over the… more

    126 votes

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15. Primo - Pay Fines Link - don't show when there are no fines

    The Pay Fines in Library Card/Account section of Primo displays even when a user has no fines.

    Clicking the link takes the user through to our payment provider allowing them to attempt to pay a fine/fee of zero.

    It would be a notable improvement to the user experience if this link only displayed when there was actually a fine/fee to be paid.

    37 votes

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    Planned  ·  AdminYael (yael.shahar@clarivate.com, Ex Libris) responded

    This is planned to be handled in the next discovery experience interface.

    
    

    Best regards,

    Yael.

16. Combining searches from search history into a new search

    My colleagues misses the functionality from our previous discovery system to combine searches in the search history list into a new search in an easy way, e.g. S1 AND S3

    94 votes

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    AdminYael (yael.shahar@clarivate.com, Ex Libris) responded

    This is currently not planned to be developed. We might evaluate it again in the future.

    Currently we are removing the "Under review" status.

    
    

17. Add a search results permalink to the New UI results page

    When we do searches in Primo for patrons, we often want to be able to send them to a list of results, rather than a specific item.

    There is a jquery customization the classic UI created by Western Washington University at https://www.orbiscascade.org/blog/9/?bid=121

    However, that customization does not work on the new UI, and requires users to be able to create a SQL database to store redirects, and to store files on a local server.

    Ideally, search results permalink functionality could be built into Primo's New UI.

    The attached screenshot shows the WWU search results permalink in action.

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    38 votes

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18. my account - loans sort options

    User should be able to sort their loans not only by title and due date, but also by author, location, maximum renewal date and status (renewable or not) -> all columns shown should be sortable.

    229 votes

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19. Facet "language" not working

    The facet "language" in Primo is not working correctly. When I choose another language than german or english, e.g. italian, I got german or english titles whose authors have an italian background. This is not making any sense. Especially our chinese students expect titles in chinese when they use this facet. And as it is a global problem I think ExLibris has to find a solution. I checked with several Primo catalogues from other libraries:

    e.g.
    http://www.getty.edu/research/library/
    https://fu-berlin.hosted.exlibrisgroup.com/primo_library/libweb/action/search.do?vid=FUB
    https://library.wlu.ca/
    http://primo.abdn.ac.uk:1701/primo_library/libweb/action/search.do (they obviously deactivated the language facet already while it is not working)
    http://primo.tug-libraries.on.ca/primo_library/libweb/action/search.do?vid=WATERLOO&reset_config=true
    http://primo.bib.uni-mannheim.de/primo_library/libweb/action/search.do?vid=MAN_UB
    http://onesearch.slq.qld.gov.au/primo_library/libweb/action/search.do?vid=SLQ&fromLogin=true
    http://primo.ub.uni-due.de/primo_library/libweb/action/search.do
    http://catalogue.solent.ac.uk/primo_library/libweb/action/search.do?vid=SSUVU01
    http://whel-primo.hosted.exlibrisgroup.com/primo_library/libweb/action/search.do?vid=44WHELF_ABW_VU1&reset_config=true
    http://bvb-new-primo.hosted.exlibrisgroup.com/primo_library/libweb/action/search.do?vid=49BVB_UBG01_VU1
    https://hollis.harvard.edu/primo_library/libweb/action/search.do?vid=HVD
    a.s.o.

    In all libraries I checked there is the same problem that the language facet is not working correctly. So I hope that other libraries will vote for this enhancement request as it is a fatal error in the facets functionality. And I think we should not accept this failure.

    The facet "language" in Primo is not working correctly. When I choose another language than german or english, e.g. italian, I got german or english titles whose authors have an italian background. This is not making any sense. Especially our chinese students expect titles in chinese when they use this facet. And as it is a global problem I think ExLibris has to find a solution. I checked with several Primo catalogues from other libraries:

    e.g.
    http://www.getty.edu/research/library/
    https://fu-berlin.hosted.exlibrisgroup.com/primo_library/libweb/action/search.do?vid=FUB
    https://library.wlu.ca/
    http://primo.abdn.ac.uk:1701/primo_library/libweb/action/search.do (they obviously deactivated the language facet already while it is not working)
    http://primo.tug-libraries.on.ca/primo_library/libweb/action/search.do?vid=WATERLOO&reset_config=true
    http://primo.bib.uni-mannheim.de/primo_library/libweb/action/search.do?vid=MAN_UB
    http://onesearch.slq.qld.gov.au/primo_library/libweb/action/search.do?vid=SLQ&fromLogin=true
    http://primo.ub.uni-due.de/primo_library/libweb/action/search.do
    http://catalogue.solent.ac.uk/primo_library/libweb/action/search.do?vid=SSUVU01
    http://whel-primo.hosted.exlibrisgroup.com/primo_library/libweb/action/search.do?vid=44WHELF_ABW_VU1&reset_config=true
    http://bvb-new-primo.hosted.exlibrisgroup.com/primo_library/libweb/action/search.do?vid=49BVB_UBG01_VU1
    https://hollis.harvard.edu/primo_library/libweb/action/search.do?vid=HVD… more

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    92 votes

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20. Only show "starts with" for relevant fields

    Currently, the "starts with" functionality is only available for title searching. There are already some posts here about adding it for other fields, like call number and subject, which I support. This post is about the current behavior though. If I choose to search by another field, such as author/creator or subject, then the next dropdown allows me to choose "starts with" even though it's not available, and it immediately switches to a title search. I'd prefer that, if a user has selected a field other than Title, that "starts with" just wouldn't show up at all. If the task at hand is finding something by author, it doesn't make sense to switch the user to a title search. So if I've selected an author search, then I'd only have contains or is (exact) available in the next dropdown.

    Currently, the "starts with" functionality is only available for title searching. There are already some posts here about adding it for other fields, like call number and subject, which I support. This post is about the current behavior though. If I choose to search by another field, such as author/creator or subject, then the next dropdown allows me to choose "starts with" even though it's not available, and it immediately switches to a title search. I'd prefer that, if a user has selected a field other than Title, that "starts with" just wouldn't show up at all. If the task… more

    167 votes

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    Planned  ·  AdminYael (yael.shahar@clarivate.com, Ex Libris) responded

    Hi all,

    This is planned to be handled in the Primo Next Discovery Experience User Interface.

    More details on the new interface planning can be found here -

    https://knowledge.exlibrisgroup.com/Primo/Product_Materials/010_Primo_Next_Discovery_Experience_User_Interface.

    Best regards,

    Yael.