Primo

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  1. Add more options to configure facets by prefilter and resource type

    The configuration options for facets in Primo VE are currently very limited, and not at parity with Primo on Back Office. It is not currently possible in Primo VE for a single record to have multiple facets or prefilter resource type values, to better align with CDI in a blended search, it is not possible to configure the facet and prefilter resource type values separately and independently of the display resource type values, and these facets cannot be configured with sufficient granularity. As examples of this configuration issue to be made possible with this request: Example 1: Our display types…

    341 votes
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    2 comments  ·  Primo VE  ·  Admin →
  2. Number and sort the volumes in multi-volume works

    With the March 2021 release we got "Related Link for Series Added Fields 80X-83X", which is a big improvement.

    But in the list of volumes, the volumes are not sorted and they are missing their volume number.

    How this looks:
    https://basel.swisscovery.org/permalink/41SLSP_UBS/mmbbsj/alma993707790105504 (see also screenshot 1)

    How it should be looking: see screenshot 2

    Ex Libris considers this a feature enhancement request.

    (SF00934664, SF00930520)

    285 votes
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  3. Make it possible to add or exclude records from the OTB resource display types based on locally-defined conditions

    We would like to have more flexibility with Primo VE resource types and the related facet and prefilter values. There are situations in which we would like to be able to add records to an OTB resource display type that don't meet the OTB conditions. For example, for certain textual integrating resources that users are likely to think of as books, we use conditions based on the presence of form/genre headings to add them to the OTB ""book"" display type in Primo BO (e.g., open textbooks that are periodically updated: https://searchit.libraries.wsu.edu/permalink/f/j5jme3/CP71251613210001451). Conversely, we would sometimes like to be able…

    229 votes
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    0 comments  ·  Primo VE  ·  Admin →
  4. Ranking of search results by Resource Sharing Library

    Concerning search results in Primo : could it be made possible to rank different holdings of the same title by Resource Sharing Library of the patron? This way the patron would see on top of the list the item that is the easiest accessible to him. At present patrons often request items from another library because they did not notice the title is also available at their own library.

    116 votes
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  5. Enable the Hebrew Acronym file in CDI

    I would like the Hebrew Acronym file to work in the same manner for local and remote records and enable the correct retrieval of records with any of the many Hebrew words that are comprised of initials (eg פלמ"ח, תנ"ך, תשנ"א, אדמו"ר, בג"ץ, רמב"ם, מפא"י…….).

    Currently, searching a term either with or without the " sign will retrieve the term both with and without the quotation sign (") but ONLY for local records. Until this will work in CDI, many remote records will not be retrievable when searching terms that can be written in both ways (with or without the…

    93 votes
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    3 comments  ·  Other  ·  Admin →
  6. Display both link in record and links from link resolver in CDI

    When there are records in CDI that have link in record, but also would return links from the link resolver both types of links should be displayed to the end user.

    The challenges with the link in record are discussed in this idea: https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/40487230-preference-cdi-link-resolver-records-over-link-in

    They have a tendency to break and if the link for some reason do not lead to the full text the end user does not get any other way to the full text (as they do with the multiple links fromt he link resolver).

    We hope that Ex Libris enables the system to display both link…

    610 votes
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    Thank you for suggesting this idea, the direction is to enable customers to show more links and offer some configuration options to set preferences.

    Note that this is not something that we can do in the near future since it is a complex change.

  7. Display related holdings for monographs only for the 773 $w relation and not for the 8xx $w relation

    When filtering to a certain location via facets, you often get results from other locations too, which is unexpected from patrons perspective in many cases. This is caused by the current related records setting which is also taking locations with related records into account. The display is correct for analytical records without inventory (book chapters and articles), but not for the other monographical resources.

    What we wish to achieve is the following:

    > When the record of a book chapter, journal issue or journal article (i.e. a record containing a 773 field with $w) is viewed in Primo, the holding…

    146 votes
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    4 comments  ·  Primo VE  ·  Admin →
  8. Allow CDI records and external resources to be added to Alma collections for Primo Collection Discovery

    We appreciate being able to create curated collections of Alma records to highlight lists of recommended reading and similar tools in Primo VE Collection Discovery. Sometimes we have a title that we’d love to include in these lists, but then find that a record exists only in CDI but not Alma. This is true for certain video collections, for example, that have database-type collections in Alma (no portfolios). There may also be single external resources (websites, etc.) that we'd also like to highlight. Currently there is no way to add CDI records nor single external resources to these collections. You…

    72 votes
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  9. Make persistent search history a user customizable option

    Would like to have this option be at the user level instead of the system level: https://knowledge.exlibrisgroup.com/Primo/KnowledgeArticles/Howtodisabletheoptiontosaveauthenticateduser'ssearch_history

    I realize users can delete individual searches at anytime, but if they don't want any searches saved there is no way for them to do this. Since this can't be controlled at the individual user level, for privacy concerns we have to disable it at the system level and therefore users who might not have privacy concerns do not get to benefit from the feature.

    62 votes
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  10. Facet 'Other libraries' should be customizable like the other facets

    Hi
    We're in a consortium, using Primo VE.

    Our first two search scope slots are
    – IZ
    – NZ plus CDI

    It is possible to show a facet 'Other libraries', which shows the libraries outside our own IZ.

    But 'Other libraries' can't be customized like a normal facet:
    – it can't be displayed only in the search scope slot NZ/CDI without being displayed in the search scope slot IZ
    – it can't be separated from the facet Libraries and for example put last in the list of facets
    – it can't be collapsed if the facet Libraries is not collapsed

    Showing…

    160 votes
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    1 comment  ·  Primo VE  ·  Admin →
  11. Alerts in a consortium with NZ: send alerts for records added to the inventory of the institution of the user

    The alert functionality is not really functional in a library network with a Network Zone. Users get an alert when a new bibliographic record is created in the Network Zone, but most users don't care about new acquisitions in other institutions. What they want is to be alerted on new acquisitions in their own institution. This means: to get an alert when a new bibrecord is added to the inventory of of their IZ (not only by creating a new record but also by adding a holding or portfolio to an existing record in the NZ).
    Our request is to…

    95 votes
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  12. Correct citations for local Articles and Book chapters

    Articles and Book Chapters from local sources (externals sources as well as Alma) don't have complete citations because data are missing in the mapping. Volume, issue and pages are not mapped.
    Our request is to provide a mapping for these data elements so that they can be added to the Addata section of te record, or to allow sites to normalise the data in this section so that we can provide correct citations and export functionality.

    91 votes
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    0 comments  ·  Primo VE  ·  Admin →
  13. Collection Discovery usage in Primo Analytics

    Currently, Analytics possibilities for "Collection Discovery" are rather limited. With action “Display a Collection”, you can for example see how many times your collections (all together) have been displayed, added to favorites... in a period of time, but you cannot see which collections are the most and the less successful, what materials should maybe be more promoted, which collection should maybe be removed because its content is maybe of too little interest, which collections are added to favorites, etc.

    Therefore, we would like Collection IDs and Collection Names to be transferred to Primo Analytics. Additionally, if this could also be…

    159 votes
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  14. Enable creation of Carousel widgets for collections

    We would love to be able to create scrolling carousels to highlight collections, and embed them in other platforms (LibGuides, webpages, etc.) We see examples of this kind of carousel within Primo VE records, for materials that are in Collection Discovery (aka Digital Collections); at the bottom of the record there is a feature labeled "More from the same collection" with a link to the full collection in Collection Discovery as well as a scrolling carousel of images with the book jacket images and links to the other titles. We would like to be able to embed this kind of…

    29 votes
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  15. Personal name (600/610/611) should be included in Browse subject of Primo VE

    Currently Primo VE does not search 600/610/611 as part of a Browse subject search. That means that a patron cannot view or browse through all of the subject headings for books about “Luther, Martin” or “Morrison, Toni.” The 600/610/611 fields are searchable in Alma as “names” but not browsable in Primo VE as subjects. Leaving out personal names goes against the common expectation in library systems to find all subjects including those that describe people, companies, etc. A similar entry exists in the Alma part of Idea Exchange: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/35782486-browse-by-subject-headings-to-include-600-610-611

    44 votes
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    0 comments  ·  Primo VE  ·  Admin →
  16. Allow us to collapse like locations for a library using mapping table like classic

    In classic Primo we would able to collapse like locations for a library using a mapping table. For example we have some very large buildings and for logistics we have locations like Stacks 3rd floor and Stacks 4th floor. In the facets it would be nice to just have Stacks be grouped all together. This also allows us to create custom pre-filter for our libguides.

    39 votes
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    1 comment  ·  Primo VE  ·  Admin →
  17. Remove CDI constant expansion of results

    PCI results respect that a user knows what they want, but help with expansion when necessary, such as by stemming when there are very few results returned by the exact query. A user has autonomy also to target their results with techniques such as quotation marks, Boolean operators, and Advanced Search.

    In CDI, expansion is constant, by term inflection applied to all searches, as well as higher recall in general by design. This cannot be prevented by features such as Boolean operators, quotation marks or Advanced Search, and is illogical in conjunction with other features like 'Did you mean'.
    Note:…

    285 votes
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  18. Classification Authority Record Enrichment in Primo VE

    In addition to the indexing of bibliographic metadata, Primo VE indexes preferred and non-preferred terms from 1XX and 4XX fields in related Alma authority records.
    This is not the case for classification authority records. In the old Primo, it was possible to enrich bibliographic records with additional terms available in 7xx fields of the classification record. For instance:
    153 ##$aE860$hUnited States$hLater twentieth century, 1961-$hNixon's administration, 1969-August 9, 1974$jWatergate Affair, 1972-
    750 00$aWatergate Affair, 1972-1974.

    Could you enable enrichment with 7xx fields of classification authority records in the same way fields 1xx and 4xx of authority records enrich bibliographic records in…

    35 votes
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    0 comments  ·  Primo VE  ·  Admin →
  19. Enhance license term labels experience in Primo VE


    • Change English translation for a license term label

    There is no possibility to change the English translation for a license term label once it is created even though other languages are configurable.


    • Enclose license term label in a separate HTML tag in Primo VE so it can be styled with CSS

    Right now in Primo VE, the license term label although it comes from distinct fields in Alma, is outputted together with the license term text in one HTML tag. We need to have the license term label in a separate HTML tag so it can be styled by CSS.

    39 votes
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  20. Ability to view historic requests including Alma Resource Sharing requests

    Provide the ability to view historic requests including Alma Resource Sharing requests: • It is important for patrons to be able to see what they have already requested. If certain items are requested more than once copyright might be infringed. • Cancelled requests (by both the requester and the library) should be included • It should be possible to filter the list by request status and request type • Alma Resource Sharing requests should be included. Our patrons previously used the Relais ILL system which permitted them to peruse historic requests. • The option could be made accessible as for…

    30 votes
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