Generate citation on multiple pinned items
Our users make heavy use of the generate citation button, but they currently have to do this one record at a time. It would make things easier for them if they could pin all the relevant items, and then go into My Account, select all their pinned items, and generate a citation for all of them.
They can currently perform several actions by batch on all pinned items - email results, export to Refworks and so on - but the generate citation action is not yet available to them.
The citation that appears could be simply plaint text, with the citations separated by line breaks.
Thank you for posting this suggestion. I would like to get your input if this can be added as part of the email action where user can select in which citation style to send the selected records
Peta Hopkins commented
Stacey van Groll commented
I have submitted this great idea to the 2021 Primo enhancements process round, as follows:
Title: Add option to generate multiple Citations at once and export to txt file
Description: The Citation feature is consistently very popular for our users, averaging 2400-2600 actions per day. Currently, it is only possible to generate Citations via the Send To Action options one record at a time, which is very manual and time-consuming. We would like to streamline this feature for our users, with the option to generate multiple citations at once and export to txt file.
Outcome: The bulk selection feature also includes Citation, with all the styles available as configured by the site (CSL and EasyBib). The user may choose the style they'd like of the available configured styles, and generate a txt file of all of the selected records at once in that style. This Citation option is available in all places where Send To Actions export options are available, including Brief Results, with the current limit of 50 selections, in My Favorites for pinned Saved Records with no export limit, and in My Account Loans area.
If there are performance issues and delays for the user associated with this described outcome, the file should be queued for sending by email rather than limiting the number of Citations able to be generated at once or making the user wait for an extended period.
See Idea Exchange submission currently at 94 votes on 22.1.2021: https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/36628765-generate-citation-on-multiple-pinned-items
Please keep a watch out for it when voting starts and lend it some votes, so that we can try for Roadmap commitment!
James Clark commented
Stacey van Groll commented
This seems like a good solution in concept, but I would not like to remove the option to have the data currently available by OTB email, which includes inventory specific information such as call number, to be replaced only by bibliographic level citation data.
Although the Email action is much lower use in comparison to other actions for us, I don't think any new feature should completely replace an old one if any functionality will be lost that users are currently enjoying.
Yes, it can be added to the email action for when a group of records is sent. Would the citation be per item or lumped at the bottom of the email with all citations together like a bibliography?
Joe Riggie commented
That might work. Ideally we could get a plain txt file of the citations. The current email functionality is quite verbose.
Bill Constantine commented
It probably has not been done because there is an extra layer beneath 'Citation' where you have to select the citation style you want, i.e. APA, MLA, Harvard, etc. All the other actions you can perform on all the pinned items are straightforward. Citation would be a little more complicated because of the choice of citation styles. However, it is worth having the feature even if ExLibris has to do a bit of work to add the extra layer for the choice. It has my 3 votes.