647 results found

1. Support a grouping for non-alphanumeric titles in AZ list

   For the "Support AZ List in Database and Journal Searches" in 2025 May release, please add back the link to group non-alphanumeric titles. In the old Primo, if I remember correctly, there was a "#" link in which I can see all non-alphanumeric titles, e.g. starting with Chinese characters.

   Thank you.

   Howard Lam
   CUHK Library, Hong Kong

   5 May 2025

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2. Add in additional filter features and options on Display Logic Rules (All/Any)

   For the display logic rules to include an ALL/All other function in the rules.

   Occasionally, we want to hide something, except when it's the only option available. We can only do this within the Display logic rules by selecting each service or interface individually to add to the list.

   Creating the rule in this way makes it very large and unwieldy as well as static, having to go back in repeatedly when a new service or interface becomes available to add it to the extremely large list. By creating an all/all other option it would save time, make it less likely to have errors and dynamic for the library setting it up.

   Submitted CERV 2025 - PENH-I-28307

   For the display logic rules to include an ALL/All other function in the rules.

   Occasionally, we want to hide something, except when it's the only option available. We can only do this within the Display logic rules by selecting each service or interface individually to add to the list.

   Creating the rule in this way makes it very large and unwieldy as well as static, having to go back in repeatedly when a new service or interface becomes available to add it to the extremely large list. By creating an all/all other option it would save time, make it less… more

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3. Enable separate search profiles, scopes, and slots for Advanced Search

   We request the ability to display search profiles, scopes, and slots separately and selectively in Simple and Advanced Search. Today, any search profile added to a search configuration automatically appears in both Simple and Advanced Search together; it is not possible to configure them separately. We would like the option to display the profiles, scopes, and slots in Simple Search only, or Advanced Search only, or both. We request this at all levels of search profile/scope/slot configuration. We have developed scopes based on special collections. Given the nature of the content, it would be beneficial to only have scopes available in Advanced Search and not in our main Simple Search bar. We also have some functionality we developed that only works in a 'library only' search profile. However, we do not want to add scoped searching into our main Simple Search bar but only Advanced. If this feature were added, with the granularity to allow scopes ONLY in Advanced or Simple Search, it would allow greater functionality and options to libraries. This would allow users to perform a more complex search and with scopes applied (e.g. title and author and date and scope in one go). This enhancement would provide additional parity between the two search options and allow enhanced functionality and options for libraries.

   Submitted to NERS 2024 and CERV 2025 (PENH-I-28352)

   We request the ability to display search profiles, scopes, and slots separately and selectively in Simple and Advanced Search. Today, any search profile added to a search configuration automatically appears in both Simple and Advanced Search together; it is not possible to configure them separately. We would like the option to display the profiles, scopes, and slots in Simple Search only, or Advanced Search only, or both. We request this at all levels of search profile/scope/slot configuration. We have developed scopes based on special collections. Given the nature of the content, it would be beneficial to only have scopes available… more

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4. Allow conditionality/logic toggles for fields in Primo Forms

   Description: Currently the Resource Sharing Request form is fixed/non-customisable in the options available, e.g. format everything is available Digital or Print. However, for some circumstances we need to hide the options that don't apply to the request being made (see use case below) Given that conditionality/logic toggle is in the form for the chapter fields, this would is an additional application of the existing functionality in Primo forms, but that we could control.

   Use Cases: Where we can only provide a resource type in one way (print or electornic) we want the selection of resource limits the format type appearing ont he form AND give us the option ot make a default too. We currently cannot offer whole book Resource Sharing requests in electronic format, only print. If someone requested an entire book as an ebook, we have to contact them and give them other options, alter the request at that point. Extra confusion and frustration for user. Extra work for staff. We need the ability to customise what is available on the form based on selection. e.g. Book AND Chapter not ticked, only the print option appears. We also would like for conditionality to be available for other elements are well, e.g. should we be able to provide eBooks for resource sharing again, we would like to be able to alter the default format (digital or print) based on the resource type being requested (e.g. whole book = default print, article = default digital)
   Submitted to NERS 2024 and CERV 2025 (PENH-I-28351)

   Description: Currently the Resource Sharing Request form is fixed/non-customisable in the options available, e.g. format everything is available Digital or Print. However, for some circumstances we need to hide the options that don't apply to the request being made (see use case below) Given that conditionality/logic toggle is in the form for the chapter fields, this would is an additional application of the existing functionality in Primo forms, but that we could control.

   Use Cases: Where we can only provide a resource type in one way (print or electornic) we want the selection of resource limits the format type appearing… more

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5. Develop web browser bookmarking tool/extension for pre-populating Purchase Request

   With the recent development of the Order It tool, we have realised that for our purposes, we would like to have a similar toll available related to Purchase Requests.

   Quicker, easier more accurate.

   The form would help keep things accurate without giving access to order it to ordering librarians and help us utilise the requester information in the purchase request form (ours is behind a login and restricted to set user group)

   The tool would grab and place the metadata from websites such as amazon, waterstones, and our suppliers, place the information into the purchase request form (which for us requires login and grabs that person’s information) to help make purchase request easier and simpler for our librarians ordering in this way.

   As this is a tool which requires being added to browsers, I would expect it to be something that library controls giving out the link to install.

   Submitted to CERV 2025 - PENH-I-28305

   With the recent development of the Order It tool, we have realised that for our purposes, we would like to have a similar toll available related to Purchase Requests.

   Quicker, easier more accurate.

   The form would help keep things accurate without giving access to order it to ordering librarians and help us utilise the requester information in the purchase request form (ours is behind a login and restricted to set user group)

   The tool would grab and place the metadata from websites such as amazon, waterstones, and our suppliers, place the information into the purchase request form (which for us… more

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6. Collection discovery - have an alert when using unsupported elements such as emoji

   Hello,
   In Alma Under Add New Collection Fields for Name and Description fields: "Non-text characters such as emojis are not supported."
   In fact, they cause a major side effect : the codes are then no longer translated into labels throughout Primo.
   I suggest:
   - either correcting this dysfunction
   - or, if emoji are prohibited (I'm personally not a fan of them for corporate communications), setting up an alert for the user when they attempt to include them in the relevant fields.
   Sincerely,

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7. Display "to present" for journals with current coverage

   Primo displays current journals by displaying only the start date - the "to present" is implied, but we've heard from our users that they are confused by this. Please allow the system to display "to present" for journals with no end date in coverage.

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8. Adding Facets on Citation Trail in Primo VE

   Adding Facets on Citation Trail in order to filter results.

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9. Primo VE customize logo tooltip/description

   Allow tooltip/description text to be added to the uploaded logo in the Primo VE view customization, similar to the "Links Menu" customization description.
   This is a basic usability feature that should be easy to configure.
   Our usability testing showed that about half the users expected the logo to go back to the main Primo VE search landing page rather than the library's home page (as many libraries have configured). Having a description on hovering would help clarify for users.

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10. Cross-Institution favorites

    In a consortial environment, we would like to see favorites shared across institutions.

    Currently, favorites from institution A are only visible when logged into institution A but not when logged into institution B and vice versa.

    Our desired behaviour would be that all favorites from all institutions are shown, regardless of which institution a user is logged in to.

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11. Option to specify different price categories in the Request Sharing form

    Depending on where the library can obtain a document ordered by interlibrary loan, our patrons have to pay different fees (price categories in our case: 1. from Swiss libraries, 2. from Europe, 3. from overseas). Our patrons should be able to specify in the ILL form up to which category they are willing to pay the costs. Unfortunately, in Primo VE it is only possible to display the field “Maximum fee”, in which patrons can enter any amount they wish. In our experience, customers do not understand the meaning of this field and do not know what to enter there, or they have to visit our website to find out about the price categories. For this reason, we are currently not using the Resource Sharing form in Primo VE and are instead using a separate form in which we can display the price categories as a selection (see print screen). We would like to see the Resource Sharing form in Primo VE extended to include the option of displaying different price categories for users to choose from. It should also be possible to display information on the costs of the service in the form, for example in an info box.

    Depending on where the library can obtain a document ordered by interlibrary loan, our patrons have to pay different fees (price categories in our case: 1. from Swiss libraries, 2. from Europe, 3. from overseas). Our patrons should be able to specify in the ILL form up to which category they are willing to pay the costs. Unfortunately, in Primo VE it is only possible to display the field “Maximum fee”, in which patrons can enter any amount they wish. In our experience, customers do not understand the meaning of this field and do not know what to enter there,… more

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12. Search should be more forgiving of spelling errors/incorrect searches

    We would like the search in Primo VE to be more forgiving in terms of spelling mistakes and incorrect searches, akin to other search engines, as this is what our users are mostly familiar with. For example, searching “Das Leid des jungen Werter” instead of “Die Leiden des jungen Werther” will find the searched for title on Google, Amazon as well as a local bookshops online platform, while on Primo VE, the book itself, of which we have several versions in our catalogue, is not found at all and only some related literature is shown. Another example would be “The count of Monte Christo”. Searching for “The count of montecristo” or “The count of monetchristo” will only bring up partially related literature. Again, other platforms will easily find the correct title.

    We would like the search in Primo VE to be more forgiving in terms of spelling mistakes and incorrect searches, akin to other search engines, as this is what our users are mostly familiar with. For example, searching “Das Leid des jungen Werter” instead of “Die Leiden des jungen Werther” will find the searched for title on Google, Amazon as well as a local bookshops online platform, while on Primo VE, the book itself, of which we have several versions in our catalogue, is not found at all and only some related literature is shown. Another example would be “The… more

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13. Research Assistant: please allow to link external website for help pages

    The current RA help page is built from the contents of code tables, but this doesn't give much flexibility in lay-out, to include images etc. Our question is that institutions also have the possibility to link to their own web pages for documentation and help.

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14. User-defined favorite libraries that get preferential ranking in the Brief Display, the Get It section and Libraries facet

    The idea is to introduce a new feature: "Favorite Libraries". In the Library Card, patrons could select their favorite library or libraries (regardless of the IZ to which they are affiliated to, in case of a consortium). Consequently, in the Brief Display, this choice influence the ranking of the records, in the GetIt section, the system first displays items from the selected favorite library(ies) on top. In the facet "libraries" where results are sorted by library, the system would display the favorite libraries on top, before other libraries. 

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15. please add pick up library in purchase request form for patron to choose if checking "reserve"

    Hi, sir,
    There is purchase request library in primo VE purchase request form.
    But usually the request library is not same as user pick up library, if patron check "reserve", that mean once the purchase is accepted and book send to library ,alma will generate a reserve for this request.
    but now has no patron's pick up library for reference.
    so please add a pick up library filed in purchase request form if checking "reserve".
    Thanks ~

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16. Show the date/time a question is asked in the AI research assistant, and in the copied result.

    The date/time a question was asked is only visible when hovering over the question in the research history sidebar. This is a problem especially when working with history items that have multiple questions.
    Scenario: User asks a question on something contemporary. They want to ask the same question in 3 months and then again in 6 months as more sources become available.

    From the history they open their previous question and use the "Try again" function. In another few weeks they do this again.

    The question responses do not indicate when each iteration of the question was asked.
    If they use the copy function and paste the result, the date/time is also not included.

    Better use of the date/time would help with logging searches as part of a literature review.

    Mockup attached.

    The date/time a question was asked is only visible when hovering over the question in the research history sidebar. This is a problem especially when working with history items that have multiple questions.
    Scenario: User asks a question on something contemporary. They want to ask the same question in 3 months and then again in 6 months as more sources become available.

    From the history they open their previous question and use the "Try again" function. In another few weeks they do this again.

    The question responses do not indicate when each iteration of the question was asked.
    If they… more

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17. Include eBooks in Browse by Call Number Search

    I would love to see eBooks (that have call numbers, of course) included in Browse by Call Number search results – or have a way to toggle their inclusion/exclusion in results. We spend a fortune on eBooks but they're excluded from this search. It seems many of our eBooks have a call number as they appear in the shelf carousel on item records.

    A keyword search is enough to bring up resources for typical undergraduate assignments, but many faculty want their students to know about the information landscape of their area/field that call numbers provide. This is unquestionably important for graduate students.

    We're also concerned that excluding eBooks from the search system in this way will make purchasing eBooks less appealing to our faculty. As a subject librarian, I've spent years convincing faculty about the great benefits of eBooks. We've made great progress there, and of course the pandemic forced many to accept the utility of ebooks, especially when I can buy unlimited concurrent user licenses for books, enabling faculty to use them for course readings.

    I'm grateful for the browse carousel in the lower part of each item record. It shows our print and eBooks together in a virtual browse, but that little panel is hard to use compared to a results list a “browse by call number” search yields.

    Anyone else out there think this is useful? Thanks!

    I would love to see eBooks (that have call numbers, of course) included in Browse by Call Number search results – or have a way to toggle their inclusion/exclusion in results. We spend a fortune on eBooks but they're excluded from this search. It seems many of our eBooks have a call number as they appear in the shelf carousel on item records.

    A keyword search is enough to bring up resources for typical undergraduate assignments, but many faculty want their students to know about the information landscape of their area/field that call numbers provide. This is unquestionably important for… more

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18. Primo VE : Alignment of Unimarc normalization rules with Marc21 normalization rules for the creation of the author facet

    The current OTB normalization rules for the creator/contributor facet in Primo VE differ between Marc21 and Unimarc records. Unimarc rules consider more elements than Marc21, leading to inconsistencies and duplicate facets for the same author.
    For example, from personal name fields (fields 70#), Exlibris uses the entry element, the part of name, the qualifier, Roman numerals and dates (a, b, c, d, f) for “Personal name” responsibility statements. In Marc 21, only the entry element is retained (a).

    Key Issues:

    1- Duplicate Facets: Two facets are created for the same author, one based on Unimarc and the other on Marc21.
    2- Search Inconsistencies: The facets do not filter search results uniformly, with Unimarc facets often limiting searches to printed documents and Marc21 facets refining searches for online resources.
    

    Proposed Solution:

    Align the Unimarc and Marc21 normalization rules to simplify the author facet. This pragmatic approach will improve search functionality until authority identifiers are widely adopted.

    Please refer to the attached document for more details and proposed modifications to the Unimarc standardization rules.
    Thank you in advance for any support you can give to this idea.

    Alexandre Faure
    Université de Bordeaux

    The current OTB normalization rules for the creator/contributor facet in Primo VE differ between Marc21 and Unimarc records. Unimarc rules consider more elements than Marc21, leading to inconsistencies and duplicate facets for the same author.
    For example, from personal name fields (fields 70#), Exlibris uses the entry element, the part of name, the qualifier, Roman numerals and dates (a, b, c, d, f) for “Personal name” responsibility statements. In Marc 21, only the entry element is retained (a).

    Key Issues:

    1- Duplicate Facets: Two facets are created for the same author, one based on Unimarc and the other on Marc21.

    … more

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19. Add support for custom repositories for citation styles

    It's possible to manage and include additional citation style languages, which are stored in GitHub’s CSL Style Repository but they have a huge backlog to add new styles. It would be better if Ex Libris add support for custom repositories for citation styles.

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20. Make alternative text for book covers and icons in results more meaningful

    To improve accessibility for users of screen readers, please enhance the alternative text for images in Primo search results. In the brief results list, each image in the results has "Image 1", "Image 2", etc. as alt text. The cover in the full display has "Image" as the alt text. I saw in the Primo Accessibility Roadmap https://knowledge.exlibrisgroup.com/Primo/Product_Materials/Primo_Accessibility/Primo_Accessibility_Roadmap
    that Alternative Text is a checkpoint on the road map (1.1.1.a), but Ex Libris Tech Support said that checkpoint does not include these images.

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