Add more options to configure facets by prefilter and resource type
The configuration options for facets in Primo VE are currently very limited, and not at parity with Primo on Back Office. It is not currently possible in Primo VE for a single record to have multiple facets or prefilter resource type values, to better align with CDI in a blended search, it is not possible to configure the facet and prefilter resource type values separately and independently of the display resource type values, and these facets cannot be configured with sufficient granularity. As examples of this configuration issue to be made possible with this request: Example 1: Our display types are mostly based on physical format: print books, ebooks, microforms, audio CDs and so on. However, because we are able to apply multiple facet values to a record, those items above might also be able to facet as a dissertation or conference proceeding, etc. Our users are accustomed to being able to facet or limit by those multiple values. This difference in behavior can be seen in a search for "conference" in Primo Back Office (https://tinyurl.com/1ouvijhn) vs. our test instance of VE (https://tinyurl.com/16j67u7t). In the Primo Back Office version, more records are identified as conference proceedings because we use more strategies to identify them as such. Also, if one limits to conference proceedings, they can then further limit by format, such as print book or audio CD. For prefilter, we also incorporate multiple resource types together into a single category (e.g., audio or video). This enables us to help users who are only interested in a specific format, such as streaming video, as well as users who wish to search for audio or video more generally. Example 2: As an example, we treat the audio and video resource types differently for facets and prefilter within Primo Back Office. For facets, we identify the specific resource type: e-audio/streaming audio, audio CD, audio cassette or LP. However, for prefilter, we incorporate these resource types together into a single audio category. Example 3: Applying the Local Resource Type “Microform” would replace the primary original resource type “Book,” “Journal,” “Map,” etc. – but in fact both the physical format “Microform” and the original resource type “Book” or “Journal” or “Map” would be needed.
Blake Galbreath
shared this idea
This is to update that this is now supported in August 2022 release
-
Manu Schwendener commented
I'd be interested in how other institutions will use this. Will add a link here if I find a place for a collaborative page.
(Can't vote any longer because it's planned, which means I won't see new replies automatically. I'll check back from time to time).
-
August 2022 Primo VE release notes https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2022/010Primo_VE_2022_Release_Notes?mon=202208BASE, search for 'secondary'.
Already live in the sandboxes.
-
Lars Iselid
commented
What is the status of this review?
-
Björn Pius commented
I'm dying to have "newbooks" added to the multi_facets.
But every facet in Primo should really be present in the API. -
> consider our proceedings as Books and as Conference Proceedings,
> and our audiobooks as Books and Audios.That would make sense, yes.
Related: nested facets https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/38546641-introduce-nested-faceting-in-refine-my-results
-
François Renaville commented
Thanks for submitting this idea, Blake. I see this as a possibility for us to also consider our proceedings as Books and as Conference Proceedings, and our audiobooks as Books and Audios.