654 results found

1. 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 of the metadata, and not necessarily a citation for a legitimate resource. The need for this has always existed, but we believe it is becoming more pressing as we are seeing increasing numbers of fake, AI-generated citations in databases that generate links to our Primo.

   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… more

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2. Incorporate a systematic review content type/filter into Primo

   Systematic reviews are key to evidence based medicine practice. They “... establish whether scientific findings are consistent and can be generalised across populations, settings, and treatment variations, or whether findings vary significantly by particular subsets (Mulrow, 1994).” They also identify existing gaps in the literature requiring further research. The number of systematic reviews published has grown from less than 50 a year in the early 1990s to almost 36,000 in 2022 (Brignardello-Petersen, 2025) Health sciences researchers, clinicians and students would benefit from the ability to efficiently limit search results to systematic reviews in Primo with a corresponding content type/filter. Currently users must search for “systematic review” as keywords or subject terms which are inconsistently applied across CDI sources. Similar filters exist in other search platforms including PubMed and EBSCOhost CINAHL and Medline.

   https://www.elsevier.com/connect/why-systematic-reviews-matter

   1. Mulrow CD. Rationale for systematic reviews. BMJ. 1994 Sep 3;309(6954):597-9. doi: 10.1136/bmj.309.6954.597.

   2. Brignardello-Petersen R, Santesso N, Guyatt, GH. Systematic reviews of the literature: an introduction to current methods. American Journal of Epidemiology, 2025 Feb; 194(2):536–542 doi:10.1093/aje/kwae232

   Systematic reviews are key to evidence based medicine practice. They “... establish whether scientific findings are consistent and can be generalised across populations, settings, and treatment variations, or whether findings vary significantly by particular subsets (Mulrow, 1994).” They also identify existing gaps in the literature requiring further research. The number of systematic reviews published has grown from less than 50 a year in the early 1990s to almost 36,000 in 2022 (Brignardello-Petersen, 2025) Health sciences researchers, clinicians and students would benefit from the ability to efficiently limit search results to systematic reviews in Primo with a corresponding content type/filter. Currently… more

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3. 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/

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4. Add Journal Read and Publish Details to Alma and Make Them Discoverable in Primo

   As libraries continue to add more read and publish journal agreements, it’s important that researchers are able to easily discover which journals are part of these agreements, the open access article publishing charges that are and are not covered by these agreements, and other relevant details related to open access publishing from the library’s read and publish agreements.

   There are several open access journal discovery products that provide end users with this kind of information, but they must perform searches on separate platforms, and library staff must maintain these holdings outside of Alma.

   Examples include:

   ChronosHub: https://stanford.chronoshub.io/?q=%220021-9371%22&journaltitle=Journal%20of%20British%20Studies

   Open Journal Finder by Consortia Manager:

   https://university-of-south-carolina-columbia.openjournalfinder.com/journals/yYP1r3?p=eyJxIjoiam91cm5hbCBvZiBicml0aXNoIHN0dWRpZXMifQ%3D%3D

   The above products use data from a variety of sources, such as publishers, OpenAlex, etc., to gather journal APC costs, publishing activity at the library’s university, and more. Libraries can add notes about their read and publish agreements that display in the corresponding journal records. And journals whose APCs are included in a library’s read and publish agreements prominently indicate that there are no costs for researchers to publish open access articles.

   This would need to be a cross-product enhancement involving Primo for end user discovery, Alma for electronic resources management and licensing aspects of transformative agreements, Alma Analytics for tracking publishing usage of these agreements and combining it with COUNTER read data, and content operations for the metadata for APC costs, institutional publishing activity, etc.

   As in the examples above, some read and publish/APC metadata will appear in brief search results (e.g., whether the APC is covered by the library agreement). At the same time, more details would be available in full journal records (such as Creative Commons licenses, a publisher description of the journal’s scope so authors can determine relevant journals for their research, unique details about the read and publish agreements that the library can customize from within Alma, publishing activity in that journal at that institution, open access publishing instructions for authors (customizable by library), etc.. Researchers would need to be able to use facets to limit their search results to journals whose APCs are covered by their library’s read and publish agreements.

   Use Cases:

   Researchers wanting to find open access journals without any author fees could search Primo using limiters for journals included in their library’s read and publish agreements and subject areas. 
   
   Libraries could achieve a greater return on investment from their read and publish agreements by making their offerings more visible at the point of need. The information would be easy for researchers to understand, reducing the need for library staff to respond to questions about eligible journals and OA author publishing costs. 
   
   Researchers would not need to search a third-party platform; they could simply use Primo to find this information, a tool they are already familiar with. 
   
   Library staff would not need to maintain read and publish holdings in a separate system; they would be managed in Alma alongside the library’s other electronic resources. 
   
   Library staff could run Analytics reports on their researchers’ utilization of the publishing parts of read and publish agreements to more easily assess their return on investment and inform renewal decisions. 
   

   Justification

   Libraries are investing more and more of their acquisitions budgets in read and publish journal agreements, and researchers need the ability to easily discover these details via Primo searches. Providing details about whether or not researchers need to pay to publish open access articles helps researchers make informed decisions on where to publish and better comply with government open access mandates across the world. It could also help libraries achieve a greater return on investment from these agreements and more easily assess them to make data-informed renewal decisions.

   As libraries continue to add more read and publish journal agreements, it’s important that researchers are able to easily discover which journals are part of these agreements, the open access article publishing charges that are and are not covered by these agreements, and other relevant details related to open access publishing from the library’s read and publish agreements.

   There are several open access journal discovery products that provide end users with this kind of information, but they must perform searches on separate platforms, and library staff must maintain these holdings outside of Alma.

   Examples include:

   ChronosHub: https://stanford.chronoshub.io/?q=%220021-9371%22&journaltitle=Journal%20of%20British%20Studies

   Open Journal Finder… more

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5. 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".

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6. Apply Display Logic Rules to CDI direct linking records

   Currently, records that provide full text solely via a CDI link-in-record URL are not subject to Display Logic Rules (see documentation note below). This leads to inconsistent behavior and display compared to other CDI records.

   For example, our article ILL General Electronic Service is configured not to display when there is full-text available on a record. This works as expected for records that have full-text provided via the link resolver, but for CDI direct linking records, the ILL GES displays alongside the full-text link. This confuses our patrons, who think that the presence of the ILL link means the full-text link isn't working.

   We request the capability to apply display logic rules to CDI direct linking (link-in-record) records as we can do for CDI records with link resolver full-text.

   Documentation note, added due to case #06712066: "Display logic rules are only applied when the Alma link resolver provides the links. CDI direct linking records are not generated by the Alma link resolver mechanism; therefore, Display logic rules are not applied for them."
   https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/080Configuring_Delivery_Services_for_Primo_VE/Configuring_Discovery_Interface_Display_Logic_for_Primo_VE

   Currently, records that provide full text solely via a CDI link-in-record URL are not subject to Display Logic Rules (see documentation note below). This leads to inconsistent behavior and display compared to other CDI records.

   For example, our article ILL General Electronic Service is configured not to display when there is full-text available on a record. This works as expected for records that have full-text provided via the link resolver, but for CDI direct linking records, the ILL GES displays alongside the full-text link. This confuses our patrons, who think that the presence of the ILL link means the full-text… more

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7. 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.

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8. 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 in course management systems
   • Researchers capturing citations and sharing resources with colleagues
   • Students bookmarking materials for later access

   In the NDE UI, the permalink functionality has been moved behind a "Share" button, requiring users to:

   • Click the Share button
   • Identify and select the permalink option from a menu
   • Then copy the link

   This additional step creates friction in a high-frequency task and reduces discoverability of this essential feature—particularly for users who may not intuitively associate "sharing" with generating a permanent link for personal use or citation purposes.

   Requested Enhancement:

   Restore a dedicated, top-level permalink button (or clearly labeled "Copy Permalink" option) in both brief and full record displays in the NDE UI.

   This should be:

   • Visible without requiring interaction with another button
   • Enabled by default in new NDE views (the "share options" button is disabled by default at time of writing)
   • Positioned prominently alongside other primary record actions

   This change would maintain feature consistency with the original UI and support established user workflows without requiring retraining or workarounds.

   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… more

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9. Natural language search in NDE should support customized local resource types

   Some of our consortium members who are testing Primo NDE have discovered that our custom resource types do not work with Ask Anything (the natural language search) in Primo NDE. For example:

   The search "i need print books about water" returns only ebooks. Due to our custom "print books" resource type, only e-books remain in the OTB "books" resource type in Primo.

   The search "i need audiocassettes on bach" returns only audio CDs, as we have custom resource types for other audio formats (audiocassettes, lp records, etc.).

   The search "i need videocassettes on figaro" returns only streaming videos, as we use custom resource types for physical video formats (videocassettes, DVDs, Blu-Ray, etc.).

   In general, none of the custom resource types is selected - instead, the natural language search appears to default to the OTB resource types (if there is one).

   Users who interact with our catalogs on a daily basis are used to seeing resource type labels that are often customized to our collections. So it's understandable that they will use those resource type names in their natural language searches. NDE's natural language search should be able to transform those phrases into searches for the accurate resource type - especially since the customized resource types appear in (working) facets that are available for Primo users who are not employing natural language search.

   Some of our consortium members who are testing Primo NDE have discovered that our custom resource types do not work with Ask Anything (the natural language search) in Primo NDE. For example:

   The search "i need print books about water" returns only ebooks. Due to our custom "print books" resource type, only e-books remain in the OTB "books" resource type in Primo.

   The search "i need audiocassettes on bach" returns only audio CDs, as we have custom resource types for other audio formats (audiocassettes, lp records, etc.).

   The search "i need videocassettes on figaro" returns only streaming videos, as we… more

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10. Ability to boost Ranking of Search Results in Primo VE based on accessibility

    Some of our consortium libraries would like the ability to boost the ranking of books that readers can request from libraries.
    Currently, the Ranking Configuration page enables you to configure various aspects of the ranking algorithm based on Field Boosting, Date Boosting, Resource type Boosting, Institution Boosting, but not on accessibility.

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11. Allow users to customize PNX addata subfields

    Currently, the normalization rules for creating addata subfields are not available to users. As a result, redundant information is included in subfields intended for authors, creators or titles and as result the citations are inaccurate.

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12. My Library Card: date of the last renewal

    We suggest that the "Date of the last Renewal" field should only update when a successful renewal happens, rather than when the courtesy letter is sent.

    It happens in local loan and in Rapido, and it is confusing for patrons. We would like this workflow was adjusted.

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13. Improve advanced searching in non-Roman languages so a "Title" + "Starts with" search parameter queries the MARC 880 field

    When combined, the “Title” + “Starts with” advanced search parameters do not query the linked MARC 880 field. This prevents users from successfully using this index for non-Roman language search queries.

    When the ExLibiris Development Team reviewed this issue previously, they found that Primo VE's design excludes the 880 field from Title Starts With indexing due to index size limitations.

    We’ve been advised that “Title Contains” and “Title is Exact” do index the 880 field, and can serve as a workaround. However, users expect consistent search behavior across all indexes, regardless of language used in the search query.

    A few examples:
    1. Title: Война и мир (catalog record)
    Search term (first title word): Война

    1. Title: רחוב העצב החד־סיטרי (catalog record)
       Search term (first title word): רחוב

    2. Title: گلستان سعدى : مع فرهنگ (catalog record)
       Search term (first title word): گلستان

    When combined, the “Title” + “Starts with” advanced search parameters do not query the linked MARC 880 field. This prevents users from successfully using this index for non-Roman language search queries.

    When the ExLibiris Development Team reviewed this issue previously, they found that Primo VE's design excludes the 880 field from Title Starts With indexing due to index size limitations.

    We’ve been advised that “Title Contains” and “Title is Exact” do index the 880 field, and can serve as a workaround. However, users expect consistent search behavior across all indexes, regardless of language used in the search query.

    A few… more

    60 votes

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14. Resource type newspaper articles in main discovery search

    Make it possible to activate resource type newspaper articles in main discovery search, not just in newspaper search. It should be possible to activate both all newspaper articles or included/excluded at collection level. We have the Swedish database Article search/ Artikelsök and today the newspaper articles is not visible in the central index together with other resource types like book reviews, journal articles etc.

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15. Display campus in Primo VE for unsuppressed e-Collections and databases

    In the consortial environment, we would like to take advantage of the new functionality of central NZ-activation (network zone) of e-collections working with IMGrs (inventory management groups). We have some institutions (not all IZs) which would like to work with IMGrs, some not, those who do, some do use campuses others do not.

    We would like to see in Primo VE the distinction per campus also for databases and for non-suppressed e-collections (if used), as it works for portfolios so to better guide the end-user which collection would be the one to use.

    If an IZ uses IMGr in Alma which are applied to campuses/library to distribute access for their e-collections, or if e-collections are centrally activated in the NZ, with IMGr, i.e. if a database or e-collection with portfolios in a consortial environment are centrally activated, and the e-collections are then visible in the Primo VE of the IZ, we would like to have an option which allows to display separately per campus the unsuppressed e-collections and databases in Primo VE. This should also be possible in the future NDE.

    Display of portfolios per campus must stay as today, i.e. display per campus, and be valid for portfolios of suppressed or unsuppressed e-collections.
    Please note that several Idea Exchanges on the topic was already brought up, but many of these Idea Exchanges were not retained due to lack of votes.

    This Idea Exchange is addressed in particular to consortial architectures who work with the new functionality to centrally activate e-collections and apply IMGrs to these in the NZ. Yet the feature of campus display for unsuppressed e-collections should be available also for e-collections which are not IZ activated.

    An idea for expected display and relevant status quo can be found in the attached file.

    In the consortial environment, we would like to take advantage of the new functionality of central NZ-activation (network zone) of e-collections working with IMGrs (inventory management groups). We have some institutions (not all IZs) which would like to work with IMGrs, some not, those who do, some do use campuses others do not.

    We would like to see in Primo VE the distinction per campus also for databases and for non-suppressed e-collections (if used), as it works for portfolios so to better guide the end-user which collection would be the one to use.

    If an IZ uses IMGr in Alma… more

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16. Include DOIs in references in APA 7th ed. format for records coded with Dublin Core.

    Exlibris has just updated the APA 7th ed. citation format settings to include the DOI for MARC21-encoded records (idea exchange: Improve APA citation format to include the DOI for an article), but we also want Exlibris performs the same process for Dublin Core-encoded records.

    Users are increasingly turning to PRIMO to obtain the citation reference of a record they are interested in and in many cases their metadata is in DublinCore format, as more and more catalogs integrate repositories that encode information following this format.

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17. Put search/feedback links in logical order on mobile menu - NDE

    In NDE on small screens, the Advanced Search, Feedback (Report a problem) and Ask Anything (natural language search) links appear in the menu in that order - see screenshot attached.

    At minimum, the two search options should be adjacent, and in the order they appear on full screen. The feedback/report a problem should not be in the middle of them, as it is a completely different type of function.

    Some institutions may even wish to relocate the feedback option to the bottom of the top menu links.

    The original case response was to log here on the idea exchange, as there is no plan to address this.

    In NDE on small screens, the Advanced Search, Feedback (Report a problem) and Ask Anything (natural language search) links appear in the menu in that order - see screenshot attached.

    At minimum, the two search options should be adjacent, and in the order they appear on full screen. The feedback/report a problem should not be in the middle of them, as it is a completely different type of function.

    Some institutions may even wish to relocate the feedback option to the bottom of the top menu links.

    The original case response was to log here on the idea exchange, as… more

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    24 votes

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18. 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 us. We escalated our ticket several times. However, Ex Libris is choosing not to fix this issue. They expect this will also be a problem in the NDE.

    Impact:
    Users cannot effectively track what they've borrowed and are also unable to export their list to citation management software for their research work. Heavy ILL users are most impacted by this design defect.

    Request:
    When a user exports and prints the My Library Card list, it should include all items they have checked out, even if the bib is suppressed.

    Additional Information:
    Ticket numbers: 07738988 and 07805073

    Ex Libris Documentation: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/150End_User_Help/12Exporting_Records_from_Primo_VE#Exporting_Records

    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… more

    35 votes

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    5 comments  ·  User Interface  ·  Delete…  ·  Admin →
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19. Limit Research Assistant results to resources patrons can access

    It would be nice at a configuration level to be able to limit the Research Assistant results to those within an institution's collection and OA as the default setting, rather than the entire CDI as it is currently.
    Users could then select to expand their search to the CDI, like they currently do when searching Primo.

    49 votes

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20. Display tag for Open Educational Resources for CZ and IZ records in Primo

    Open Educational Resources tags in CDI records are clearly displayed in Primo VE (e.g. Pressbooks titles). I would like to see this tag extended to include CZ and IZ records for open educational resources in a similar way to how we make the Open Access icon display in Primo.

    21 votes

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