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.
Thank you for your suggestion. you can find in both Primo and Primo VE August release notes more information on the new available action – Export to Excel or CSV File
"August 2020 ... Primo VE now enables users to export up to 50 records ..."
Nancy Babb commented
Can we please get an update on the status of this proposal? It was noted in July 2019 that it would be part of the Primo roadmap for 2020, but I don't see it on the current Roadmap https://knowledge.exlibrisgroup.com/Primo/Product_Materials/Roadmap
ETA: Actually, I just got the email and see it's on the schedule for August 2020. Thanks!
> Academic staff who can spot at a glance whether we have a relevant title ...
> It is exhausting to have to keep loading more results ...
> When a user gets several hundred search results ...
While it is nice that export to excel will be possible, isn't it a workaround for a missing compact display option?
Instead of making the patrons download hundreds of search results, offer them a switch to 'compact view'.
This could be done like in the Aleph Opac:
- One line per title
- Author | Title | Year | Items
- Re-sortable with one click on the header of the column author, title and year.
Different from the Aleph Opac:
- Default number of titles per page 100 (or more)
- Enable descending and ascending sort for all 3 columns
Or, to stay closer to the design of Primo VE: style like the Browse Index lists (browse by author / browse by title), but rest of features as above.
Petra Gratzl commented
Is the export functionality planned only for search results? In Aleph OPAC users had the possibility to export their loans and also their requests. In Primo I can only print, send via mail and export bibliographic data from the lists in "My library card". It would be helpful to have all sorts of information like loan date, due date maximum renewal date in an Excel export as the sorting options are very limited and poor.
I hope it could do in Primo VE, too. And from e-shelf as well. I've just been asked by a faculty member to be able to do that.
I agree with Peter Kiely: this should be an additional export option also for pinned items etc.
Peter Kiely commented
I think it would also be good to be able to export 'My Favorites' to Excel or delimited file. Especially good for portability, where you have to migrate your account, for example.
Misty Yarneau commented
We have been live with Alma/Primo for just over a week and we have already found several instances where we need to export hundreds of citations. Our users prefer Excel not EndNote. The workaround we are using is cumbersome and not sustainable for the long run. Please add this enhancement.
Anton Reznik commented
Hi, We need it too.
Yes, this is needed. I'm a librarian who works with faculty and graduate students who need to research comprehensively (i.e., literature reviews). It is exhausting to have to keep loading more results and checking off boxes individually.
A Rowe commented
We would love something like this.
If it can capture the records citation metadata and permalink to the Primo record that would be great.
Peter Jansen commented
This would be a very welcome addition to Primo. We have a particular demand from Academic staff who can spot at a glance whether we have a relevant title and what we may need to purchase.
Cal Maritime commented
In PRIMO add an option to save results in a tab-delimited format (as in ALMA).
This is an important feature that we were also asked about by our readers.
It would be a very useful improvement if this feature will be available.
very important for managing the results and easy way to send the excel to others
Please make this feature available
Please make available in both Primo and Primo VE!