Relevancy sort for Generic mode: 201 votes in the Primo BO to VE Feature Alignment Project

If sort by relevance can't be done, can the results list be restricted to show only the titles which fit all my search terms?

---

Primo VE is a library catalog, it must be EASY to do a known item search and find all the titles which FIT ALL MY SEARCH TERMS - and the resulting list should show me only these titles.

Dear Yael

Thank you for working on this.

Could you describe in more detail what "this feature" means?

The "solution" in Preferred mode is to highlight the selected record.

This might work for Generic if there is only ONE result which fits the search terms.

If more than one result fits - for example - Homer's Iliad translated by Richmond Lattimore, we need all these results to be at the top of the FRBR list.

Hi all,
We would like to update that we are examining the option to add this feature also for the Generic mode. This will be done in the new discovery interface, which you can read more about here:
https://knowledge.exlibrisgroup.com/Primo/Product_Materials/010_Primo_Next_Discovery_Experience_User_Interface

Best regards,
Yael.

> a user is searching for ... Homer's Iliad translated by Richmond Lattimore

https://basel.swisscovery.org/discovery/search?query=any,contains,Homer%27s%20Iliad%20translated%20by%20Richmond%20Lattimore&tab=UBS&search_scope=UBS&vid=41SLSP_UBS:live&lang=en

Only ONE of these 15 editions is the one that the patron is looking for
(https://basel.swisscovery.org/discovery/search?query=any,contains,Homer%27s%20Iliad%20translated%20by%20Richmond%20Lattimore&tab=UBS&search_scope=UBS&sortby=date_d&vid=41SLSP_UBS:live&facet=frbrgroupid,include,9054299269076837487&mfacet=creator,include,Lattimore,%20Richmond,1&mfacet=creator,include,Lattimore,%20Richmond%20Alexander,1&lang=en&offset=0)

When I sort the list of the 15 versions by Relevance, the one edition that fits my search criteria is title 14 of the 15.

https://basel.swisscovery.org/discovery/search?query=any,contains,Homer%27s%20Iliad%20translated%20by%20Richmond%20Lattimore&tab=UBS&search_scope=UBS&sortby=rank&vid=41SLSP_UBS:live&facet=frbrgroupid,include,9054299269076837487&lang=en&offset=0&came_from=sort

It needs to be the first title in the list.

---

The same is happening when my setting is Preferred and I sort the list of versions by Relevance.

Related:

NERS 8870 - Advanced search: turn off FRBR for the results

Open for voting now.

Here are some example searches which illustrate our considerations:

(1) A search for "ulysses" finds, among others, the FRBR group with the novel by James Joyce. As 'generic record' Primo displays the last published issue (maybe because we sort the records within a FRBR group by the publication date descending):
https://usearch.univie.ac.at/primo-explore/search?query=any,contains,ulysses&tab=default_tab&search_scope=UWI_UBBestand&vid=UWI&lang=en_US&offset=0

(2) However, a search for "ulysses jahrhundert*" displays as 'generic record' the specific German edition of the novel: 'Ulysses ... Ausgabe des Jahrhundertromans':
https://usearch.univie.ac.at/primo-explore/search?query=any,contains,ulysses%20jahrhundert*&tab=default_tab&search_scope=UWI_UBBestand&vid=UWI&lang=en_US&offset=0

(3) Or another example: a search for "steinwede die große kinderbibel" displays exactly the bible edition 'Die grosse Coppenrath Kinderbibel by Dietrich Steinwede' as 'preferred record' which is part of a FRBR group of 437(!) bible editions:
https://usearch.univie.ac.at/primo-explore/search?query=any,contains,steinwede%20die%20gro%C3%9Fe%20kinderbibel&tab=default_tab&search_scope=UWI_UBBestand&vid=UWI&lang=en_US&offset=0

(see attachement: 2023-09-05-FRBR-examples.pdf)

Since the display of the 'generic record' also depends on the search terms (like a 'preferred record'), the expected behaviour for search (2) and (3) is that the displayed 'generic record' (which matches the search terms) is displayed on top of the FRBR group list.
Of course, it can happen that several records qualify as 'generic record' due to the search terms, but this is also the case with the 'preferred record'.

Therefore we do not see a big difference between a FRBR group with 'generic record' or 'preferred record'. But the display of the 'preferred record' with clickable holding information already in the result list, is not preferred by us.
So we still hope that the new feature will also be offered for 'generic records'.

Thank you in advance!

> we only show a link to the list of versions and not pointing for a specific
> record

> Please provide some more clarifications for the generic mode request in a
> dedicated idea.

Dear Yael

Thank you for the update.

I will open a new idea if we can get the 216 votes from here transferred.

In Primo VE, not only does the list of results contain titles that don't match the searched terms (which I think is wrong already), but the list of versions can't be sorted by Relevance, so the work that _does_ contain my search terms is often not even near the top of the list of versions or not even on page one of the results.

Understandably, our patrons are very frustrated by this and consider it bad service provided by us.

Kind regards
Manu

Similar example:

https://basel.swisscovery.org/discovery/search?query=title,contains,aeneis,AND&query=creator,equals,binder,%20edith,AND&tab=DiscoveryNetwork&search_scope=DiscoveryNetwork&sortby=rank&vid=41SLSP_UBS:live&lang=en&mode=advanced&offset=0

The patron is explicitly looking for the translations by Edith Binder. Only those should be shown in the list of results.

We can only agree with Manu and Irene: Please develop this feature also for Generic Record view option.
The Preferred Record view already provides a "direct" link to the full view for the record of the FRBR group which is displayed in the brief results (by clicking the "Title" link).
Thank you in advance!

With the new August 2023 releases the "Highlight Selected Record in FRBR Version List" has an impact only when Preferred and Enable FRBR options are enabled. Please develop this also for Generic option

From the August 2023 release notes
https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2023/010Primo_VE_2023_Release_Notes

"The new 'Highlight the record you came from' field in the Dedup and FRBR section appears when the Preferred and Enable FRBR options are enabled."

We don't want to use Preferred (we tested it some time ago and deemed it too misleading for the patrons).

---

We still don't have an option to only show titles as a search result that match the search terms.

Thank you for the update, Yael

Related https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/44838484-preferred-record-for-dedup-and-frbr-to-also-apply

There's an additional UX aspect to it:

Our default sort is 'Relevance'
https://basel.swisscovery.org/discovery/search?query=any,contains,gr%C3%BCne%20heinrich%20gute%20schriften%201945&tab=41SLSP_DN_CI&search_scope=DN_and_CI&vid=41SLSP_UBS:live&lang=en&offset=0

Once the patron clicks on the first title, the sort changes to 'Date - newest' without the patron actively changing the setting – this should just not happen.

(Also wrong: why do I see the author's name three times?)

> I believe this a flaw in Primo VE design. If you search for Iliad Lattimore in a
> Back Office site, open the FRBR group, and change the results sort to be by
> Relevance, then the Lattimore versions will be right at the top of the list. If you
> do the same thing in a Primo VE site, the results ranking is clearly changed
> somehow, but there is no obvious meaning to this change. It is not by
> relevance to the term searched, [...] Lattimore is nowhere in the top 50 results.

Another example:
https://twitter.com/th_schmid/status/1501923145804140544

I search for his terms, with the additional step to re-sort the list of versions to 'Relevance' -> what he's looking for is shown as hit number 10.

https://basel.swisscovery.org/discovery/search?query=any,contains,gr%C3%BCne%20heinrich%20gute%20schriften%201945&tab=41SLSP_DN_CI&search_scope=DN_and_CI&sortby=rank&vid=41SLSP_UBS:live&facet=frbrgroupid,include,9037558257009394094&lang=en&offset=0&came_from=sort

=> But when I switch from FRBR Generic to FRBR Preferred *, Primo VE is perfectly able to show the work the patron is looking for, see screenshot.

* we probably won't do that, because it's confusing in other ways

Only made it to rank 60 in NERS 2022.

If you have a case open with Ex Libris about this, please add that it's a parity issue and needs to be fixed for Primo VE.

Thank you.

NERS 7843, open for voting now.

In Primo VE there is no option to sort the FRBR versions by Relevancy

> I believe this a flaw in Primo VE design

I completely agree.

If I switch from FRBR Generic to FRBR Preferred, I get to see "the highest ranked record from the results set" in the short title list.

This is the record that should be the FIRST title in the list of versions, also with the Generic setting.

This is very much not the case.