35 results found

1. Add Journal Read and Publish Details to Alma and Make Them Discoverable in Primo

   As libraries continue to add more read and publish journal agreements, it’s important that researchers are able to easily discover which journals are part of these agreements, the open access article publishing charges that are and are not covered by these agreements, and other relevant details related to open access publishing from the library’s read and publish agreements.

   There are several open access journal discovery products that provide end users with this kind of information, but they must perform searches on separate platforms, and library staff must maintain these holdings outside of Alma.

   Examples include:

   ChronosHub: https://stanford.chronoshub.io/?q=%220021-9371%22&journaltitle=Journal%20of%20British%20Studies

   Open Journal Finder by Consortia Manager:

   https://university-of-south-carolina-columbia.openjournalfinder.com/journals/yYP1r3?p=eyJxIjoiam91cm5hbCBvZiBicml0aXNoIHN0dWRpZXMifQ%3D%3D

   The above products use data from a variety of sources, such as publishers, OpenAlex, etc., to gather journal APC costs, publishing activity at the library’s university, and more. Libraries can add notes about their read and publish agreements that display in the corresponding journal records. And journals whose APCs are included in a library’s read and publish agreements prominently indicate that there are no costs for researchers to publish open access articles.

   This would need to be a cross-product enhancement involving Primo for end user discovery, Alma for electronic resources management and licensing aspects of transformative agreements, Alma Analytics for tracking publishing usage of these agreements and combining it with COUNTER read data, and content operations for the metadata for APC costs, institutional publishing activity, etc.

   As in the examples above, some read and publish/APC metadata will appear in brief search results (e.g., whether the APC is covered by the library agreement). At the same time, more details would be available in full journal records (such as Creative Commons licenses, a publisher description of the journal’s scope so authors can determine relevant journals for their research, unique details about the read and publish agreements that the library can customize from within Alma, publishing activity in that journal at that institution, open access publishing instructions for authors (customizable by library), etc.. Researchers would need to be able to use facets to limit their search results to journals whose APCs are covered by their library’s read and publish agreements.

   Use Cases:

   Researchers wanting to find open access journals without any author fees could search Primo using limiters for journals included in their library’s read and publish agreements and subject areas. 
   
   Libraries could achieve a greater return on investment from their read and publish agreements by making their offerings more visible at the point of need. The information would be easy for researchers to understand, reducing the need for library staff to respond to questions about eligible journals and OA author publishing costs. 
   
   Researchers would not need to search a third-party platform; they could simply use Primo to find this information, a tool they are already familiar with. 
   
   Library staff would not need to maintain read and publish holdings in a separate system; they would be managed in Alma alongside the library’s other electronic resources. 
   
   Library staff could run Analytics reports on their researchers’ utilization of the publishing parts of read and publish agreements to more easily assess their return on investment and inform renewal decisions. 
   

   Justification

   Libraries are investing more and more of their acquisitions budgets in read and publish journal agreements, and researchers need the ability to easily discover these details via Primo searches. Providing details about whether or not researchers need to pay to publish open access articles helps researchers make informed decisions on where to publish and better comply with government open access mandates across the world. It could also help libraries achieve a greater return on investment from these agreements and more easily assess them to make data-informed renewal decisions.

   As libraries continue to add more read and publish journal agreements, it’s important that researchers are able to easily discover which journals are part of these agreements, the open access article publishing charges that are and are not covered by these agreements, and other relevant details related to open access publishing from the library’s read and publish agreements.

   There are several open access journal discovery products that provide end users with this kind of information, but they must perform searches on separate platforms, and library staff must maintain these holdings outside of Alma.

   Examples include:

   ChronosHub: https://stanford.chronoshub.io/?q=%220021-9371%22&journaltitle=Journal%20of%20British%20Studies

   Open Journal Finder… more

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2. Implementation of CDI rights at the article level and not just at the database and title levels

   CDI knows that a given article belongs to a given journal and knows that we have a subscription to it for this year (based on our SFX subscriptions). CDI therefore displays the article citation as part of the content to which we subscribe and creates an OpenURL link based on the citation metadata. If the citation in CDI is correct but this content does not exist on the platform, this generates errors in our catalogue and returns results that we do not have access to.

   ExLibris does not have rights at the article level (only at the database and title level), so Primo has no way of knowing that a particular article is not available on the platform.

   CDI knows that a given article belongs to a given journal and knows that we have a subscription to it for this year (based on our SFX subscriptions). CDI therefore displays the article citation as part of the content to which we subscribe and creates an OpenURL link based on the citation metadata. If the citation in CDI is correct but this content does not exist on the platform, this generates errors in our catalogue and returns results that we do not have access to.

   ExLibris does not have rights at the article level (only at the database and title… more

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3. CSL Data (Citation Style Language) in Primo Search API

   Primo uses Citation Style Language to generate citations for bib records. Presumably the bibliographic metadata is at some point converted to a csl-data object. https://github.com/citation-style-language/schema/blob/master/schemas/input/csl-data.json

   It would be helpful if that csl-data JSON object was available through the Primo Search API. This could be a additional information one could request from the API. https://developers.exlibrisgroup.com/primo/apis/docs/primoSearch/R0VUIC9wcmltby92MS9zZWFyY2g=/

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4. Add a language limiter to the Journal Search

   Adding a language limiter to the Journal Search in Primo (VE or NDE) would be immensely helpful to students who need to find journals in specific subject areas.

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5. Fix Core Flaw: (VE / NDE) Holdings Configurations Must Apply to All Locations, including Temporary Locations

   Description:
   This request is being submitted at the direction of the support team, although it addresses a critical flaw in core functionality, not a new enhancement or feature.

   The flaw exists in Primo VE and Support will not confirm that the flaw will not be carried over into the Next Discovery Experience (NDE).

   Problem:
   Primo VE effectively ignores the configurations for holdings field display when an item is moved to a temporary location. Only the default holdings statement automatically generated from the item records is displayed. Due to other known issues, this auto-generated statement presents potentially inaccurate information to library patrons.

   Expected Outcome:
   The core function of a discovery system is to accurately reflect the library's holdings. We expect configurations for metadata display to apply to all items, regardless of whether they are in a temporary or permanent location. The launch of the NDE presents the ideal opportunity to correct this long-standing flaw, ensuring the new product is built correctly from the start and can offer a more reliable user experience than competing discovery platforms.

   References:

   Support Ticket: 07849390 (original) / 07956870 (cloned) - Inconsistent Holdings Display Configuration in Primo VE - Permanent vs. Temporary Locations

   Configuration Documentation: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/080Configuring_Delivery_Services_for_Primo_VE/Configuring_Holdings_Display_Fields_for_Primo_VE

   Description:
   This request is being submitted at the direction of the support team, although it addresses a critical flaw in core functionality, not a new enhancement or feature.

   The flaw exists in Primo VE and Support will not confirm that the flaw will not be carried over into the Next Discovery Experience (NDE).

   Problem:
   Primo VE effectively ignores the configurations for holdings field display when an item is moved to a temporary location. Only the default holdings statement automatically generated from the item records is displayed. Due to other known issues, this auto-generated statement presents potentially inaccurate information to library… more

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6. Allow Digital Viewer to use different View than Primo

   When viewing digital representations in the Digital Viewer, Alma-D uses the same Primo VE View; however, this can cause some difficulties when configurations ideal for Primo don't translate well to the Viewer.

   For example, we have a pop-up chat icon in Primo VE for patrons to chat with librarians; because this is configured in View, it's also present in the Digital Viewer, but the icon ends up obscuring parts of the representation's image and metadata.

   We'd like to be able to point the Digital Viewer to a different View entirely than the one Primo VE is currently using.

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7. Keywords entered should be carried over from the basic search field to the advanced search field

   In Primo NDE keywords entered should be carried over from the basic search field to the advanced search field as in Primo VE

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   Under Review  ·  AdminYael (yael.shahar@clarivate.com, Ex Libris) responded

   We will revisit this and will consider adding this to support user continuity

8. Consortia environment: inheritance for open access collections

   Open access collections that are activated in the NZ are not inherited by the IZs.

   Given the number of open access collections and the possible number of IZs, it can be a tedious task to activate a large number of OA collections for each IZ.

   We would like to see that OA collections can be inherited just like regular subscription collections.

   PS - copied from https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/19695103-consortia-environment-provide-inheritance-for-ope, to open it for voting again.

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9. Develop web browser bookmarking tool/extension for pre-populating Purchase Request

   With the recent development of the Order It tool, we have realised that for our purposes, we would like to have a similar toll available related to Purchase Requests.

   Quicker, easier more accurate.

   The form would help keep things accurate without giving access to order it to ordering librarians and help us utilise the requester information in the purchase request form (ours is behind a login and restricted to set user group)

   The tool would grab and place the metadata from websites such as amazon, waterstones, and our suppliers, place the information into the purchase request form (which for us requires login and grabs that person’s information) to help make purchase request easier and simpler for our librarians ordering in this way.

   As this is a tool which requires being added to browsers, I would expect it to be something that library controls giving out the link to install.

   Submitted to CERV 2025 - PENH-I-28305

   With the recent development of the Order It tool, we have realised that for our purposes, we would like to have a similar toll available related to Purchase Requests.

   Quicker, easier more accurate.

   The form would help keep things accurate without giving access to order it to ordering librarians and help us utilise the requester information in the purchase request form (ours is behind a login and restricted to set user group)

   The tool would grab and place the metadata from websites such as amazon, waterstones, and our suppliers, place the information into the purchase request form (which for us… more

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10. Author/Title Index in Browse Search

    Author/Title Index in Browse Search
    Please include an Author/Title index which searches headings combining author/creator name and uniform title. The index usually includes:
    * 100/240
    * 110/240
    * 111/240
    * 700 where $$t is present
    * 710 where $$t is present
    * 711 where $$t is present
    * 800 where $$t is present
    * 810 where $$t is present; and
    * 811 where $$t is present

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11. full text

    Currently "full text" is limited to first 65K characters of an article or of a complete [!] book (along with chapter abstracts only) from CDI, or even less from Alma, and not from all sources (e.g., not from JSTOR). Thus tweak results to full text is misleading. For articles, entering from google scholar may circumvent the problem partially. For books, true research now requires search full text (possibly not available or only available in snippet view) in google books for finding the required source and pages, then searching the discovery for the book for electronic access, similar to finding a physical book.
    True full text is strongly required.

    Currently "full text" is limited to first 65K characters of an article or of a complete [!] book (along with chapter abstracts only) from CDI, or even less from Alma, and not from all sources (e.g., not from JSTOR). Thus tweak results to full text is misleading. For articles, entering from google scholar may circumvent the problem partially. For books, true research now requires search full text (possibly not available or only available in snippet view) in google books for finding the required source and pages, then searching the discovery for the book for electronic access, similar to finding a… more

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12. "Peer reviewed" for academic books

    Currently, there is a limiter in discovery to "Peer-reviewed articles" but using this limiter does not bring results from books even by the most celebrated academic publishers. While this information arrives from vendors, there should be a way to search peer-reviewed publications that would exclude magazines but include both peer-reviewed journals and books (or book chpaters) by any academic press.

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13. Expand "full text"

    Currently "full text" is limited to first 65K characters of an article or of a complete [!] book (along with chapter abstracts only). Thus tweak results to full text is misleading. For articles, entering from google scholar may circumvent the problem partially. For books, true research now requires search full text (possibly not available or only available in snippet view) in google books for finding the required source and pages, then searching the discovery for the book for electronic access, similar to finding a physical book.
    True full text is strongly required.

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14. Interaction between Unpaywall and View-it Section

    In some cases the Unpaywall API returns a link but the View-it section of the record shows "No full text available". Customer support explained the beahviour as follows:

    "Currently the Unpaywall API used by the Alma ViewIt checks for a direct link to the PDF of the article. In some cases, Unpaywall's API might return a link to a landing page - a webpage in which details on the resource appear as well as option for download. In that case, the ViewIt will not present a link.
    The Primo 'Get PDF' link uses a different mechanism, which does support links to Landing Pages - this is why you see the link in the "Get PDF" Primo functionality, but in the Alma ViewIt."

    It would be great if The ViewIt section could receive the Unpawall link and display it. Or maybe the View-it section could be supressed in these cases, so that only the "View online" and "Get PDF" links remain.

    The current situation where "View online" and "Get PDF" are being displayed alongside "No fulltext available" in the View-it section is confusing for patrons.

    In some cases the Unpaywall API returns a link but the View-it section of the record shows "No full text available". Customer support explained the beahviour as follows:

    "Currently the Unpaywall API used by the Alma ViewIt checks for a direct link to the PDF of the article. In some cases, Unpaywall's API might return a link to a landing page - a webpage in which details on the resource appear as well as option for download. In that case, the ViewIt will not present a link.
    The Primo 'Get PDF' link uses a different mechanism, which does support links… more

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15. ORCID iD Integration in Info Card for Contributor Page in Alma

    Background: In August, ExLibris implemented the Info Card feature for contributor pages in Alma, which appears under specific conditions related to linked authority records. This enhancement has significantly improved the visibility of contributor information.

    Current Conditions for Info Card Display:

    • A person is linked to an LC Names authority for a personal name.
    • A person is linked to a Name authority that exists in VIAF and can be linked to an LC Name authority for a personal name.
    • Information on the person exists in LC Names and Wikidata, with at least two fields containing information beyond the name of the person.
    • Wikidata cache is updated in Alma on a weekly basis.

    Enhancement Request: We propose an additional feature to further enrich the Info Card functionality. Specifically, we request that when an ORCID iD in the form of a URI is present in either the LC name authority record or Wikidata for the author, the following should occur:

    • Display the ORCID iD URI: The ORCID iD URI should be prominently displayed in the Info Card.
    • Make the ORCID iD URI Resolvable: The URI should be clickable and resolvable directly within the Info Card in both Alma and Primo.

    Benefits: Integrating ORCID iD URIs will enhance the discoverability of author contributions and facilitate seamless access to their research profiles, thereby improving the overall user experience.

    Thank you for considering this enhancement to the Info Card feature. We believe this addition will greatly benefit users and contribute to the ongoing development of Alma and Primo.

    Background: In August, ExLibris implemented the Info Card feature for contributor pages in Alma, which appears under specific conditions related to linked authority records. This enhancement has significantly improved the visibility of contributor information.

    Current Conditions for Info Card Display:

    • A person is linked to an LC Names authority for a personal name.
    • A person is linked to a Name authority that exists in VIAF and can be linked to an LC Name authority for a personal name.
    • Information on the person exists in LC Names and Wikidata, with at least two fields containing information beyond the name of the… more
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    AdminAdina Marciano (Admin, Ex Libris) responded

    Thank you for the suggested idea. We see its value and will consider it in the future. This development requires integration with third-party providers, and we will need to investigate the possibility of this development.

16. replace "Do not show as Full Text available in CDI even if active in Alma" with a pair of show local / show CDI checkboxes

    To avoid duplicates when we have both local portfolios and CDI records, we can rely on the "Do not show as Full Text available in CDI even if active in Alma".
    Enabling this feature will show in Primo local IZ portfolios, and is very good when local records are rich and CZ records are limited/poor.
    Sometimes however CDI records are richer and provide indexing at chapter level. In such a case we would like to hide IZ local portfolios and show CDI records instead.
    It would be therefore useful and clearer to replace the "Do not show as Full Text available in CDI even if active in Alma" with a pair of checkbox:

    show local IZ records YES/NO
    show CDI records YES/NO

    To avoid duplicates when we have both local portfolios and CDI records, we can rely on the "Do not show as Full Text available in CDI even if active in Alma".
    Enabling this feature will show in Primo local IZ portfolios, and is very good when local records are rich and CZ records are limited/poor.
    Sometimes however CDI records are richer and provide indexing at chapter level. In such a case we would like to hide IZ local portfolios and show CDI records instead.
    It would be therefore useful and clearer to replace the "Do not show as Full Text… more

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17. unpaywall - collection separation

    in the webinar : Yes, We’re Open! Open Access in Knowledgebases and Discovery 20231211 1501 1 1 (https://www.youtube.com/watch?v=WhZ34Y1Rzdo) Christine Stohn mentioned that Ex Libribs we interested in feedback to find out how people wanted UnPaywall content to be available, e.g. split up by version.

    I would therefore like to proposed that the UnPaywall Collection be split into 3 separate collections, Submitted version, author accepted versions and Version of Record/Published version.

    This would not only enable us to only enable the versions we want and avoid those we don't, but also allow us to potentially signpost the version types to our users/make then aware BEFORE they follow the link through that it may not be the version that they are anticipating.

    in the webinar : Yes, We’re Open! Open Access in Knowledgebases and Discovery 20231211 1501 1 1 (https://www.youtube.com/watch?v=WhZ34Y1Rzdo) Christine Stohn mentioned that Ex Libribs we interested in feedback to find out how people wanted UnPaywall content to be available, e.g. split up by version.

    I would therefore like to proposed that the UnPaywall Collection be split into 3 separate collections, Submitted version, author accepted versions and Version of Record/Published version.

    This would not only enable us to only enable the versions we want and avoid those we don't, but also allow us to potentially signpost the version types… more

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18. Allow fields available in the CTO to be used in General Electronic Services (GES)

    Fields found in the CTO should be available to use in url templates and service availability rules within General Electronic Services (GES).

    We use some GES's to link out to our resource sharing system that uses OpenUrl parameters in the url template. We've discovered that many books only have editors and don't include that information in the general author attributes within the CTO. Instead, the editor gets added to rft.sau in the CTO and it is the only field in the record that contains editor information. If you add this field to the url template in the GES and you get an error (error message = "The URL Template you entered contains invalid parameters: rft.sau").

    I submitted a support case through Alma, which got transferred to the Primo team, and was closed with a comment about Alma not being designed to do this and to submit an idea exchange.

    Here are some examples where any author related information is only available in the rft.sau field.

    https://suny-ups.primo.exlibrisgroup.com/discovery/fulldisplay?docid=alma991060177899404801&context=L&vid=01SUNY_UPS:TEST&lang=en&search_scope=IZNZCI&adaptor=Local%20Search%20Engine&tab=IZNZCIslot&query=any,contains,health&facet=rtype,include,books&offset=0&displayCTO=true

    https://suny-ups.primo.exlibrisgroup.com/discovery/fulldisplay?docid=alma991061866007504801&context=L&vid=01SUNY_UPS:TEST&lang=en&search_scope=IZNZCI&adaptor=Local%20Search%20Engine&tab=IZNZCIslot&query=any,contains,health&facet=rtype,include,books&offset=0&displayCTO=true

    https://suny-ups.primo.exlibrisgroup.com/discovery/fulldisplay?docid=alma991061724439004801&context=L&vid=01SUNY_UPS:TEST&lang=en&search_scope=IZNZCI&adaptor=Local%20Search%20Engine&tab=IZNZCIslot&query=any,contains,health&facet=rtype,include,books&offset=0&displayCTO=true

    Finally, because these are not local records, there is no workaround to add the editor field to other fields and get used within other existing and working openurl fields.

    Fields found in the CTO should be available to use in url templates and service availability rules within General Electronic Services (GES).

    We use some GES's to link out to our resource sharing system that uses OpenUrl parameters in the url template. We've discovered that many books only have editors and don't include that information in the general author attributes within the CTO. Instead, the editor gets added to rft.sau in the CTO and it is the only field in the record that contains editor information. If you add this field to the url template in the GES and you… more

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19. "Do not show as Full Text available in CDI even if active in Alma" for article records

    We were informed by Ex Libris that the "Do not show as Full Text available in CDI even if active in Alma" CDI field does not work on articles. As this feature can already impact the discoverability of CDI records in Primo, it would be great if it could be formally developed so it behaves more predictably and less unexpectedly. When selecting "Yes" for "do not show as full text available in CDI even if active in Alma", we are still seeing CDI article records appear in Primo.

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20. Include Citation type as a configurable field in Purchase request form

    When a purchase request is made from Primo selected in Citation type: Book, the order line that is created is of type Physical-One time, and cannot be modified.

    It would be nice to modify this default configuration.

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