Primo
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706 results found
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Support for Email Sending Without Using an Email Client in the NDE UI Email Share Action
Background:
In the previous Primo VE UI, it was possible to send emails using Primo VE’s built‑in email functionality when sharing records via email.
However, in the NDE UI, this functionality has been removed, and the system has been changed so that an email client application must always launch to perform email-based record sharing.
In this situation, shared public PCs in the library—used for search purposes—cannot run email client software, making it impossible to use NDE’s email sending feature.Proposal:
To resolve this issue, we request support for sending emails using Primo VE’s built‑in functionality in the NDE UI as…351 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 In addition, the STAR (Standardized terminology for access restriction) vocabulary is no longer actively maintained, and its appearance in catalog records will likely diminish over time.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…
305 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…
206 votes -
Primo VE - Linked open data person entity - option to display additional authority record fields
We contribute to the Library of Congress Names Authority and add associated group fields (MARC 373) with iwi affiliations for Māori authors and creators. Currently this field is not displayed in Person entity cards. Could this and other authority data be made configurable for display?
57 votes -
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/
216 votes -
Calculate and display physical availability on brief display for CDI records
For Primo VE/NDE, please calculate and display the physical availability on the brief display for CDI records.
Currently, in the results page, many records that are print plus online show only their online holdings in the results page for the brief records.
When a user opens one of these records, only then are the physical holdings calculated and displayed. Then when the user goes back to the results page, the physical holdings are now displayed in the brief record, but only after they have viewed the full record, not before.
This is an inconsistent user experience which is likely to…
40 votes -
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…
171 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".
117 votes -
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…
124 votes -
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…
120 votes -
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…
39 votes -
Allow configuring default view (List vs Thumbnail) in Collection Discovery
SUMMARY
The default Thumbnail view does not support effective browsing for text-based collections in Primo NDE.
Currently, libraries cannot configure the default display mode (Thumbnail view vs. Detailed/List view) for Collection Discovery pages. We request the ability to define List view as the default, or to configure this per view or collection.
PROBLEM: THUMBNAILS DO NOT SUPPORT TEXT-BASED COLLECTIONS
Thumbnail view prioritizes visual browsing, but many collections do not contain meaningful or distinctive visual material.
This applies in particular to:
- Student theses
- Scholarly publications
- Institutional repository contentThumbnails are often missing, non-informative (for example showing the first…
31 votes -
Improving Pick Up Location Logic in Primo NDE
Purpose:
To reduce incorrect deliveries, avoid patron frustration, and create a smoother, more intuitive request workflow by improving how pick up locations are ordered and saved in Primo NDE.
- Organisation-Level Improvement: Custom Default Sorting of Pick Up Locations
Current Issue
In the current setup, the pick up location list is presented alphabetically/historical by default. This can place small or rarely used locations at the top of the list, even when they are not relevant for most patrons.
This increases the risk of accidental selection and leads to unnecessary delivery errors.Proposal:
Within Primo NDE, the institution should be able to:
…
83 votes -
Make MyInstitution configurable: allow excluding specific record sets
SUMMARY
Libraries cannot currently exclude specific record sets from the out-of-the-box MyInstitution scope in Primo VE / NDE.
PROBLEM
MyInstitution (and derived profiles such as MyInstandCI) is a fixed, all-inclusive scope that cannot be modified.
This makes it impossible to centrally exclude a specific set of records (e.g. a whole digital collection) across all search profiles and views.
The recommended workaround is to create custom scopes and search profiles (e.g. “MyInstitution minus X”). However, this:
Requires duplicating and maintaining multiple configurations
Leads to inconsistent behaviour across tabs and profiles
Breaks existing permalinks that rely on the standard search…
26 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.
50 votes -
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…
115 votes -
Allow customisation of BibTex data export
Currently, the BibTex data export from the full record review is non-customisable, no changes can be made to how the fields display in the exported data. This differs, for example, from other formats such as RIS and EndNote, which do have a mapping table in the configuration.
The issues we’ve encountered with this are:
1) Some fields have a custom display that we’d like to show on Primo but not in the exported data – e.g. we include author details in the Title display, but it is incorrect for this to show in the BibTex title field
2) Where we…
44 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…40 votes -
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.
56 votes -
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.90 votes
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