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654 results found

  1. Journal Title Facet Should Include Local Records in Blended Scopes

    Currently, the Journal Title facet in Primo only applies to records from the Central Discovery Index (CDI), excluding locally cataloged article records and those imported from external sources such as institutional repositories. This behavior leads to inconsistent and confusing results for end users, especially when using a blended scope that includes both CDI and local records.

    Problem:
    Users conducting searches—particularly in the local language—often retrieve a significant number of local article records. Despite these articles being published in journals, their journal titles do not appear in the Journal Title facet.
    Users are unaware of the distinction between CDI and local…

    3 votes
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  2. Enhancing visibility of Open Access indication for CDI article records

    Problem:
    [see 1OAPrimo.png] Currently, the Open Access indication appears under a title in Primo for Open Access CDI article records, which can confuse library users. They might think that all collections under "View Online" are all full-text open access.

    Idea: To enhance clarity for users, we recommend first configuring Alma settings to control the display of the Open Access indication, followed by adjustments in Primo.

    [In Alma] [see 2OAPrimo.png] We propose adding a tick box or a dedicated field within the service level settings to indicate open access. When enabled, this setting will control whether the OA indication appears.

    [In…

    3 votes
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  3. Granular Control for Alma Viewer and Digital Versions Tab in Primo NDE

    Description:

    In Primo NDE, the rule “Hide service: Representation Delivery Service” affects both alma-viewer-content and the Digital Versions tab (nde.brief.results.tabs.digitalVersions). In contrast, Primo VE allows institutions to independently control visibility of the Alma Viewer and the Digital Versions tab.

    This enhancement request seeks to restore this level of granular control in Primo NDE. Specifically, institutions should be able to:

    Hide the Alma Viewer for certain representations (e.g., auxiliary or restricted content)

    Still display the Digital Versions tab for those same representations

    This would provide the flexibility needed for managing multiple representations of a record while ensuring users can discover digital…

    3 votes
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    0 comments  ·  Primo VE  ·  Admin →
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  4. Configure page metadata (browser tab title) across key pages independently from the main menu labels

    In Primo NDE, the browser tab title (the HTML <title> element) for many pages uses the same label as the top menu, e.g., ILL request forms, Citation Linker, Collection Discovery, Purchase request form.

    Screenshot with label codes toggled on to demonstrate the same label used for different functions

    This means that the title in the tab cannot be independently customised to act consistently with other areas of Primo (search and my library account where separate labels can be managed). This creates issues:

    Usability:

    • Users with many collection discovery tabs open cannot distinguish which collection is in each tab. Users sharing…
    3 votes
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  5. Certificate of No Outstanding Debts/ Certidão Negativa de Débitos

    Create a "Certificate of No Debts" function within Primo, which will allow users to issue a document stating that they have no outstanding debts with the Library (loans, unpaid fines, unreturned books, item replacements in progress, and others). If there are any outstanding issues, the document will specify what those issues are, and the user will be instructed to contact the library.
    This is a very useful feature. With translate to POrtuguese, please.

    3 votes
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  6. Enable ability to increase number of autocomplete rows that appear in the dropdown in Primo VE

    In Primo VE the dropdown that appears when entering search terms in simple search is limited to 8 rows. The top rows are taken up with suggestions for each of the search scopes that have been defined and the remainder are used for autocomplete suggestions. If there are a higher number of search scopes defined then there are less spots available for autocomplete suggestions.

    For example Otago has 6 search scopes defined which only leaves space for two autocomplete suggestions to appear in the dropdown. https://www.screencast.com/t/9mrmza2gMUaG

    We would like the ability to increase the number of rows that appear in…

    2 votes
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    0 comments  ·  Primo VE  ·  Admin →
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  7. Allow Primo users to report inaccurate metadata on a record directly to Ex Libris

    We've had several cases where metadata was incorrect in a Primo record. The user (in several occasions the author of the article) reported the issue to their library, who reported it to us (BIBSYS consortium), and we reported this to Ex Libris.

    Once the issue was fixed, after quite some time, the feedback followed the same road, back to the user.

    It would be more efficient if metadata issues could be reported directly to the instance actually able to correct them, which is Ex Libris.

    The issue would be reported directly by the user in Primo/a salesforce case would be…

    2 votes
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  8. Custom location order in brief results list

    Where there are multiple records for the same holding within our institution, we would like to configure the order of locations in the brief results. Patrons could then see the circulating items first, rather than non-circulating items, reducing confusion and wasted time.

    This is similar to #32961133, "Ability to select which location appears first." The resulting Location Ordering Profile allows us to set a custom order within a single record, which is very helpful. But it does not solve the problem where there are multiple records.

    2 votes
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  9. Show last edit date in Manage Customization Package tab for Primo VE View

    Currently, the manage customization tab shows no information about when the package was last updated. I suggest adding information in the display area that shows "Package last updated: YYYY-MM-DD," preferably with the user's id.

    2 votes
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  10. Integrated with ChatGPT technology

    Good to integrate ChatGPT technology in Primo VE.

    2 votes
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  11. Add ability to control local record access information in Primo

    Primo managed via Back Office has powerful functionality to control access information in Primo for all our local records.
    This includes the aligned features of availability statements and Get It / View It by Delivery & Scoping rules, Links rules for all harvested data sources, and the option to build custom mapping tables for references in various rules, all of which can be married with top level facets by Facet rules.

    These features provide necessary information in Primo as expected for a core discovery layer functionality of advising users how they can access and request our resources, and avoids wasting…

    2 votes
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  12. Feedback Tool for Primo VE - ability to disable categories

    For the Primo VE Feedback Tool, we would like to have the ability to disable the email form so that we can link instead to our existing form and chat service from the report.generalText bubble. Basically, we would have zero categories/issue types configured so that the email options would not be presented to the user. The user would only see the report.generalText bubble (see edited screenshot attached).

    2 votes
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  13. Option to bulk export normalization rules Primo VE

    We would like to make a bulk export for backup of the normalization rules that we have set up in Primo VE.

    At the moment this functionality does not exist but would be very helpful for us. At the moment if we make changes to the normalization rules it is easy to accidentally delete the entire set of rules for one field. It is also not possible to easily roll back a change that we made.

    Therefore it would be useful to have the export option, to have an extra copy of all the normalization rules as a backup.

    2 votes
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    1 comment  ·  Primo VE  ·  Admin →
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  14. Enable user personalization for their default "Expand my results" and "Search in full text" options

    Currently, institutions set a default for "Expand my results" and "Search in full text." Users can toggle these settings, but unlike other filters, these toggles are not "sticky" and it does not seem possible to "lock" them. When the session is reset or the user selects "New Search", the institutional default is re-applied. The user who prefers other settings must therefore constantly re-toggle their desired options.

    We find vastly different needs between our faculty, graduate students, professional practitioners, and undergraduates in their search behaviors and preferences. Currently, we have default settings designed for the least sophisticated searchers (undergraduates), but many…

    2 votes
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    1 comment  ·  Primo VE  ·  Admin →
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  15. Add option to control the visibility of collections in Primo and Collections Lobby

    Give customers the option to control the visibility of individual collections in Primo and on the Collections Lobby page.

    Use case: Our institution would like to have a limited number of centrally curated and managed collections that can be viewed in the Collections Lobby. But we would also like to give librarians the option to create their own collections for special projects, exhibits, or courses, which would not be displayed in the Lobby but could still be made accessible via direct link. Ideally, this could be achieved by adding checkboxes to the Collection Editor page - one controlling the collection's…

    2 votes
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    4 comments  ·  Primo VE  ·  Admin →
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  16. Pre-populate the address fields when personal delivery options are selected in an item request from Primo VE

    In the November 2023 release it is now possible for patrons to update their registered home or office address (or other personal delivery address) while requesting personal delivery in Primo VE. When the patron selects one of the addresses for pickup in the request form all the address information is blank in Primo VE even when that field type is populated in Alma. This means the patron will think they have to fill out the pickup location information for every request. It would be more efficient to populate the request form with the patron’s pickup location address information if it…

    2 votes
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  17. Configuration Option to view all links available in Primo VE (both direct and link resolver)

    Please give us an option to display all links (both direct and link resolver) for all possible links in Primo VE. I have checked the "Display All Links in Full Display for CDI" which gives the direct link first, then students have to click "Show More" dropdown for subscribed content links. It would be preferable to have all available links display without students having to click the dropdown. And also, the subscribed links usually have coverage dates included so quicker for students as well.

    2 votes
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  18. Improve the date/year filter selection

    The existing "arrow" option for date/year filter selection in Primo VE is problematic for users, resulting in "rage clicks" as they try to select the required date range.

    Can alternative configuration options be provided so we can control how the date/year filtering displays?

    For example options to display a calendar or date range slider or manual data entry to adjust the years.

    2 votes
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  19. Add document delivery transactions to Requests tab in 'My Account'

    Current digitization (document delivery/digitization) requests are shown when requests are in process. I would like docdel and digitization requests to be available in the Requests tab until they are expired.

    Ideally, a download button would be available while the document is available ( before the doc expires or max views has been exceeded) and the number of remaining views is displayed (see image).

    2 votes
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  20. Remove Pickup location entry from digitization entry in my requests

    When digitization requests are in process, a pickup location is displayed. This doesn't make sense for something that is a digitization or document delivery request, since there is nothing to "pickup". I realize this is a holdover from the photocopy days, but perhaps it might make more sense if patrons had the option to request physical delivery for a digitization request ("request physical copy") and ask them to designate a pickup location rather than having users assign a pickup location for all digital requests.

    2 votes
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