Primo

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  1. Improve Primo RTA status for items that are in transit, on order, in processing, missing, etc.

    Right now if an item is not available, then the item says "Checked out..." even if the item isn't actually checked out. In Alma, the status is under "Process type" and we want this more detailed "Process type" to be displayed to our users instead of just "Checked out.." for everything that isn't available. This is really confusing if the item is missing or being processed by our technical staff. We need to be able to tell users more detail. We have had several users request our library order a book and then when the book is being processed it…

    560 votes
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  2. Export search results to Excel (or delimited file)

    When a user gets several hundred search results, they would like to be able to download a list of the entire search results. This is a feature that faculty routinely use. They may then have a faculty assistant check out some of the books.

    There is no way in Primo to capture an entire set of search results and do anything with it, such as export.

    The ability to export a set of search results was a feature in the Aleph OPAC. There is no feature parity in Primo. Users have already noted the lack of this feature.

    449 votes
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  3. Better display of subcategories in database-search in Primo

    In the Database search in Primo, to show subcategories you have to click the little arrow in front of the top category. This is not intuitive for end users, and this is actually the feedback that we get most often.

    It would be much better if clicking on a top category both did a search for records in this category and at the same time opened the subcategories.

    This would enable the user to see all the databases in one category, and at the same time display the possibillity to narrow down to a subcategory if necessary.

    I hope that…

    374 votes
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  4. Separate the Audiovisual facet for Primo Central Index (PCI) into video and audio

    Users doing targeted searches incorporating facets to find specific types of resources on specific topics want to be able to do just that - target. Our users tell us that their searches are made more difficult by having to sift through a long list of irrelevant format results, including Video when they just want Audio, and Audio when they want only Video. This is even more frustrating for users when they can see by the display type that the list could so easily have been made shorter.

    Remote PCI resources under the Resource Type of facets:rsrctype of media and Prefilter…

    335 votes
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  5. Make facets sticky by default for the session

    I would like to suggest that Primo's facets should be sticky by default (or at least that this should be a configuration option). The "Reset filters" link right below the selected filters implies that filters will stick unless reset; users find this confusing. I agree with other posters' points about the lock icon being visible at all times, and that a selection of New Search should automatically clear sticky facets, but otherwise, I would like to propose that facets should stick unless the user either selects New Search, or clicks "Reset filters" (perhaps this could be renamed "Clear filters"). This…

    254 votes
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    Thank you for posting this idea, this was also raised as a NERS enhancement and will be part of roadmap for 2020.
    As discussed with Primo working group during NERS processing, we are going to provide the following:
    1. Adding parameter to the URL to indicate sticky facet indication
    2. Adding “Keep facets across searches” checkbox (it will lock all active facets). This will be optional.
    3. The buttons “Reset Filters”/“New Search” should remove all facets including the locked

  6. New UI: Set automatically the cursor in the search box

    Hello,

    A feature that many users would like to see in the Primo new UI is to have the cursor already in the search box when they open the page. The user would be able to type directly their query and not have to click first in the search box. In the Primo classic UI, the cursor was already in the search box.

    The SF case 00508525 was about the same issue.

    Thank you.

    186 votes
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    Thank you for posting this idea. We are going to set the cursor in the search box and in addition to add hidden link to jump to the main menu links ( this link will be available only on focus.
    This is was raised also as NERS enhancement and is planned as part of roadmap of 2020

  7. Institutions are able to choose how a record is selected as the record to appear in the results list as part of the frbr process

    Where there are different editions of a work available, Primo groups these and uses the record with the richest metadata to display as the top record in the results list. Often this is not the most recent edition of the work. This can be misleading for users who believe the edition appearing in the results list to be the latest edition and so seek this out. For us, this has meant requests for items held on off-campus stores have been requested rather than a more recent edition held on the open stacks. I would like to suggest, therefore, that institutions…

    180 votes
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    Thank you for this suggestion, we plan to to add to the “Preferred Record” configuration option to boost by date.
    This was also raised in NERS 6230 – Enable option to favour latest edition of bibliographic work to top the FRBR group

  8. Primo VE: add peer-reviwed and open access facet values to local records

    In Primo VE you can add an OpenAccess indicator to the records, but it should also be possible to add a value (bases on normalization routines) that includes these records into the OA facet value in the top-level facets, so they are included when using this filter. This option should apply to both Alma records and external data records.

    The same normalization option should be available for the Peer-reviewed indicator and facet value

    142 votes
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    4 comments  ·  Primo VE  ·  Admin →
  9. Improve Primo Alerts format

    Customers should have the abilty to modify and change the format of the alerts sent to the users, both the text and the visibililty of the email.

    111 votes
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  10. Integrate the Alma Digital Viewer into the Primo UI

    I see a breaks in the user experience consistency with the Alma/Primo combination with the link to digital objects in Primo. The link is opening the Alma Digital Viewer and it's look and feel is totally different from the Primo UI. Primo is the interface to the customer. Please integrate the UI into Primo and let Alma manage the objects and the metadata.

    What my webmaster is missing and criticising on the Digital Viewer page:
    - it delivers the wrong favicon
    - link behind the Alma logo points to the actual Digital Viewer page
    - link behind the institutional logo…

    56 votes
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    Thank you for this suggestion. The Alma Digital Viewer is going to be embedded within Primo Full Display to allow patron quick access to PDF, audio, images … , This is planned for the first half of 2020

  11. Primo Analytics - add the ability to generate Primo Send To menu Citation Style usage

    Idea: Add the ability to generate usage statistics for each of the Citation Styles which display in the Primo Send to menu.

    Currently it is possible to report on the number of times the Citation option is selected from the Primo Send to menu.

    However it is not possible to track usage for each of the citation styles e.g. APA, Harvard, Oxford, etc.

    Use case:

    The ability to track usage for each style to:


    • Determined the order of citation styles in the display (from most popular to least popular).

    • To determine which options should continue be offered to our patrons…
    49 votes
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    1 comment  ·  Analytics  ·  Admin →
  12. Add LC Classification Facet to PrimoVE Facet options

    Back Office has the option to enable the LC Classification facet to Primo, however, Primo VE does not. This facet is heavily used in our Summon instance and we would like to see this behavior port over into VE.

    48 votes
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  13. Better analytics for resource recommender to tell how many times recommendation is triggered and how often it is clicked

    The resource recommender can be a very new tool to help improve the user experience of searchers.

    However without proper analytics it is hard to tell if all the effort done to create them have had an impact.

    Hence it would be helpful to have data like

    Analytics that tell staff

    a) How often a recommendation is triggered or most common recommendations shown
    b) How often a recommendation is clicked

    41 votes
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    Thank you for posting this suggestion. We plan to provide usage information once recommended resource appears.
    As for “How often a recommendation is clicked” this is available since August 2019: recently we added usage information for “Click on resource recommender”

  14. Keep search preferences between searches

    We find it annoying that facet selections made in a search are lost when a new search is run. (In both Advanced and basic searches)

    So for example if I select a library location or if I expand my results for one search, these settings are lost if I change my search terms.

    We would like the selections to stay but with an easy way to clear them if desired.

    28 votes
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    Thank you for posting this idea, this was also raised as a NERS enhancement and will be part of roadmap for 2020. The plan is to add“Keep facets across searches” checkbox (it will lock all active facets) and allow easy way to reset selection.
    This was also raised in the idea on “Make facets sticky by default for the session”

  15. Display of consortium e-resource coverage

    Consortium partner library's e-resource coverage and public notes should be displayed in Primo VE.

    When searching Primo VE in consortium environment with Search Profile "DiscoveryNetwork", coverage of e-resource licensed by the consortium partner library (not by the consortium) is not displayed. Only bib record (in NZ) is displayed.

    Currently, no information about e-resource holdings of consortium partner library is displayed and users will not be able to notice that the partner library subscribed to this e-journal. If they noticed, they could access to this e-journal as walk-in users visiting the partner library or request copies of articles through Interlibrary Loan.

    19 votes
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    0 comments  ·  Primo VE  ·  Admin →
  16. New Search link in new Primo UI should unlock & reset sticky facets

    Can the new Primo UI be configured so all locked facets are unlocked and reset when the user clicks the “New Search”link on top of the new Primo UI toolbar?

    Since the locked facets are programmed to remain active for the session, even after clicking “New Search”, the user may receive unanticipated results, and/or a result set of “No Records Found” if the sticky facets don’t apply to the new search.

    For an example: A search on history narrowed to the subject of “History & Archaeology” with facets “Available in the Library” and NOT “Video” does a nice job of…

    13 votes
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  17. Improve FRBR item chosen for brief display so that most recent edition displays

    When selecting a FRBRed item to display in the Brief Results, a book with multiple editions should always display the most recent edition by default. I have tried all kinds date boosting in the search engine configurations, and I still can't get this to happen. Example: we have many editions of Harrison's Principles of Internal Medicine, up to the 19th ed., and they are listed in the right order when you click "See all versions". However, the edition that displays in the Brief Display is the 12th edition. I've searched this title in other institutions, and they seem to have…

    3 votes
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    This was also raised in NERS 6230 – Enable option to favour latest edition of bibliographic work to top the FRBR group.
    We plan to add to the “Preferred Record” configuration option to boost by date

  18. Div before the search-results

    Similar to the top-bar-before doc that Ex Libris did for alerts, I would like a search-results-before div for customizations. When loading flex components in the after div and reversing the order through css, the interface loads the component and the customization jumps to the top of the search results list.

    I would like to build a resourceType based super-facet tab set which users could use as a filter - starting with All, Articles, Books, Book Chapters, etc. the load order problem makes it look like components are shuffling around during load...

    2 votes
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