Display related holdings for monographs only for the 773 $w relation and not for the 8xx $w relation
When filtering to a certain location via facets, you often get results from other locations too, which is unexpected from patrons perspective in many cases. This is caused by the current related records setting which is also taking locations with related records into account. The display is correct for analytical records without inventory (book chapters and articles), but not for the other monographical resources.
What we wish to achieve is the following:
When the record of a book chapter, journal issue or journal article (i.e. a record containing a 773 field with $w) is viewed in Primo, the holding of the record linked via 773 $w is displayed.
When records contain a series link (8xx $w) or a related record (76x/77x/78x $w - exception: 773), we do wish to display a link to the related record (via system number), but not the related holding.
Right now, the configuration does not offer the needed flexibility.
I want to share with you our plan for releasing this feature:
May 2026: Testing phase for selected customers in Sandbox environments. We can include up to five customers. Please let me know if you are interested.
August 2026: General release. Customers will be able to turn on a new UI option that defines how the Contains related record holdings are displayed in Primo and Alma.
Note: Full functionality will be available after the November to December 2026 semiannual reindexing.
If you are interested in participating in the early access, please feel free to contact me at Erez.Shabo@Clarivate.com.
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Manu_Schwendener
commented
Somehow my comment from yesterday has disappeared? I'd like to be included in the testing group, too.
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Manu_Schwendener
commented
Hi Erez
Just to be sure - this is the same as the following point on the Primo roadmap for 2026H1, correct? https://knowledge.exlibrisgroup.com/Primo/Product_Materials/Roadmap/006_Primo_VE_Roadmap_Highlights%3A_2026_-_2027#Improve_Handling_of_Related_Records
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Bodil Wik
commented
At Uppsala University we would very much like to be part of the testing phase for this. I am not sure how to contact you about this. /best regards Bodil Wik
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Manu_Schwendener
commented
Thank you, Liza - looking forward to it!
This will be a big help for our patrons.
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Manu_Schwendener
commented
From Yael Shahar, 28.10.2025: "we are discussing it these days with Alma and will have an update soon"
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Bodil Wik
commented
Why the change from Under review to No status?
Kind regards
Bodil Wik -
Manu_Schwendener
commented
Most Alma votes by far.
(662; 2nd place has 421)
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Manu_Schwendener
commented
Dear Yael, your last update was over a year ago. Any news?
Kind regards
Manu -
Manu_Schwendener
commented
(A similar problem, with another cause https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/41985421-possibility-to-disactivate-related-link-to-physica )
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Manu_Schwendener
commented
Another example of how this problem messes up our catalog:
Publication format = Bilderbuch
https://basel.swisscovery.org/discovery/search?query=genre,contains,Bilderbuch,AND&tab=UBS&search_scope=UBS&vid=41SLSP_UBS:live&mfacet=genre,include,Bilderbuch,1&lang=en&mode=advanced&offset=0I only want to see the ones from a particular library ->
https://basel.swisscovery.org/discovery/search?query=genre,contains,Bilderbuch,AND&tab=UBS&search_scope=UBS&vid=41SLSP_UBS:live&facet=library,include,5504%E2%80%93112070590005504&mfacet=genre,include,Bilderbuch,1&lang=en&mode=advanced&offset=0But I get titles that UB Hauptbibliothek doesn't have, for example
https://basel.swisscovery.org/discovery/fulldisplay?docid=alma9948041300105504&context=L&vid=41SLSP_UBS:live&lang=en&search_scope=UBS&adaptor=Local%20Search%20Engine&tab=UBS&query=genre,contains,Bilderbuch,AND&facet=library,include,5504%E2%80%93112070590005504&mode=advanced&offset=0 -
Bodil Wik
commented
Dear Yael,
Here comes an attachement in order to show the problems we have at Uppsala university.
Best regards
Bodil Wik -
Fabiano
commented
Dear Yael,
I tried to document in the attached file some examples and use cases that would positively be impacted by this enhancement in my opinion.
Kind regards
Fabiano -
Manu_Schwendener
commented
> In which cases the relation is correct
Dear Yael
For the display and functions of Fulfillment / Getit and facets in Primo, only this example is correct
it has a MARC field 773 $w
773 0#$tPro Natura lokal Basel $g2015, Nr. 4, 31 S. $q2015/4/31 $gyr:2015 $gno:2015 $w(IDSBB)001400350DSV01
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All the other relations should only be visible under Details in the full record display. There they can be a link which leads to the other bib record, but no other function should be generated.
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Hi all,
In order to better understand the requirements here -
today the relation is used in Alma resource management, in Fulfillment calculations and also in the Primo GetIt and facets.
We would like to ask you where do you see this change impact and under which conditions. We would appreciate any examples and use cases. In which cases the relation is correct, and in which it doesn't.Thank you,
Yael. -
Manu_Schwendener
commented
Basel - UB Hauptbibliothek has this title.
'Show more locations' shows me
Basel - Uni Geschichtewho do NOT have this title.
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"Available at ... and other locations"
This is not true. Only "Basel - Uni Philosophie" has it.
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This is the only case where we want to show "Locations for related titles":
773 0#$tPro Natura lokal Basel $g2015, Nr. 4, 31 S. $q2015/4/31 $gyr:2015 $gno:2015 $w(IDSBB)001400350DSV01
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Manu_Schwendener
commented
Dear Yael
This is great to hear, thank you.
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Manu_Schwendener
commented
NERS 8781, open for voting now.
Please vote to make our catalog less frustrating for our patrons.
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Johanna Bucher
commented
Would be an important improvement!
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Bodil Wik
commented
Uppsala university also strongly supports this request. When relations for 830 $x generates related items in Primo, it gets very difficult for users to request the right material. There is no way to stop another item from the same series to be requested instead of the item bound with the item the user wants.
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Manu Schwendener commented
NERS 8161, round 2 open for voting now.
Please vote if you can, this would fix sevaral problems.
As stated earlier:
As long as this is not fixed, Primo VE just looks broken/unreliable for our patrons.