501 results found

1. 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.

   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… more

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

   Hi all,

   We are currently reviewing this idea together with Alma.

   We will update with any new information we have.

   
   

   Best regards,

   Yael.

2. Enable search and browse also for item call numbers, not only holdings

   Hi

   We switched to Primo VE some months ago and are really missing a call number index that shows all our call numbers, in items as well as in holdings.

   https://slidetodoc.com/three-types-of-call-numbers-in-alma-yoel

   "Item Call Number – is it in Primo VE search indexes?
   • The item call number cannot be added as a Primo VE search index.
   • Of the three call numbers only the “Holding Call Number” can be added as a Primo VE search index."

   Our call number index is set to "callnumber.4 – Shelving control number call number", our item call numbers are type 4, but they are missing in the call number index.

   https://basel.swisscovery.org/discovery/browse?vid=41SLSP_UBS:live

   ---

   Examples:

   https://slsp-ubs.primo.exlibrisgroup.com/permalink/41SLSP_UBS/mmbbsj/alma9920741170105504

   No hit in call number index search for
   UBH Bc I 50
   UBH Bc I 51
   UBH Bc I 52

   ---

   https://basel.swisscovery.org/permalink/41SLSP_UBS/mmbbsj/alma9910081250105504

   Can not be found in the call number index under UBH AL VII 42:1993

   ---

   We know that it can be done in Alma (see screenshot), but we need the function also in Primo.

   ---

   In addition to the index search, please also index the item call numbers for simple and advanced search.

   Hi

   We switched to Primo VE some months ago and are really missing a call number index that shows all our call numbers, in items as well as in holdings.

   https://slidetodoc.com/three-types-of-call-numbers-in-alma-yoel

   "Item Call Number – is it in Primo VE search indexes?
   • The item call number cannot be added as a Primo VE search index.
   • Of the three call numbers only the “Holding Call Number” can be added as a Primo VE search index."

   Our call number index is set to "callnumber.4 – Shelving control number call number", our item call numbers are type 4, but they are… more

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3. Primo VE: Allow Exclusion of Institution Zone only records from Discovery Network/NZ Scope

   In consortial environments, the Network Scope includes Institution Zone only records such as laptops, keys, etc.

   We would like the capability to exclude IZ only records from a Discovery Network scope so that we can display only records that are NZ bibs, not local IZ with no NZ bibs.

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4. Allow reader to sort the values in a facet by A-Z or by number of records.

   Most databases such as Web of Science or Ebsco Discovery tool allow the user to determine how to sort the values in a facet (see screenshot)

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5. Improve Primo Search Algorithms

   When our users look for a book in the Primo Search Portal they expect that the Primo Search behaves like a Google Search, i.e. they expect that Primo finds books with titles or metadata containing words similar to those in their query. Unfortunately, the Primo Search is very sensitive to the exact spelling of the words in the query. If the search query is slightly inaccurate, the book is not found in Primo. I tried such unsuccessful search queries on www.amazon.de, and Amazon usually found the correct book: Amazon showed the correct hit on top of the list (see attachment). This shows that the search algorithms of Amazon are clearly superior to those of Primo. I feel that Ex Libris should take steps to keep up with modern search technologies.
   Some, but not all, of Primo’s shortcomings seem rather easy to fix. Primo fails to take word flexions in non-English languages into account. Since the endings of German words not only depend on plural and singular but also on the context, Primo’s search results for German queries are overly sensitive to word flexions. However, some of the English examples indicate that improving Primo’s dictionaries will not be sufficient. Over the long term, ExLibris may consider to team up with a specialized search provider.

   Similar proposals in ExLibris idea exchange
   https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/37586617-increase-primo-search-capability-to-support-major
   https://ideas.exlibrisgroup.com/forums/564566-summon/suggestions/17415091-automatically-searching-for-the-corrected-spelling

   When our users look for a book in the Primo Search Portal they expect that the Primo Search behaves like a Google Search, i.e. they expect that Primo finds books with titles or metadata containing words similar to those in their query. Unfortunately, the Primo Search is very sensitive to the exact spelling of the words in the query. If the search query is slightly inaccurate, the book is not found in Primo. I tried such unsuccessful search queries on www.amazon.de, and Amazon usually found the correct book: Amazon showed the correct hit on top of the list (see… more

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6. Ability to edit the OTB (Out-of-the-Box) search and facet rules in Primo VE

   We would like to be able to edit the OTB search and facet rules. This is necessary for parity with PBO. There are several things that we were able to do in PBO that we cannot reproduce in VE because of the lack of this functionality. In the PBO OTB author search and facet, we were able to include dates and qualifiers from names in the LCNAF, which improved precision. In the OTB language facet, we were able to include intertitle, caption and audio description languages, which are not currently included in the VE OTB index. On the other hand, we excluded languages of accompanying material, which are currently included in the VE OTB language index. We were able to limit the OTB subject facet to specific vocabularies, such as LCSH. This improved the usefulness of the subject facet because it removed near duplicates and non-English headings. This meant that users got a more helpful variety of terms within the top twenty facets. For subjects, ideally we would be able to do different things with the OTB search index and the OTB facet index, as was possible in PBO. In PBO, we included a larger number of vocabularies in the search index than we did in the facet index.

   We would like to be able to edit the OTB search and facet rules. This is necessary for parity with PBO. There are several things that we were able to do in PBO that we cannot reproduce in VE because of the lack of this functionality. In the PBO OTB author search and facet, we were able to include dates and qualifiers from names in the LCNAF, which improved precision. In the OTB language facet, we were able to include intertitle, caption and audio description languages, which are not currently included in the VE OTB index. On the other hand,… more

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7. Visualization of Analytical Bibliographic Data in PrimoVE.: Correct Sorting of Parts

   A multi-part resource (eg: a sketchbook containing 200 drawings) is catalogued in MARC 773 (host/item relationship). PrimoVE ought to sort and display the component parts using $$g and $$q. Currently PrimoVE fails to do this in the correct numerical order. Rather, the presentation is alphabetical which is useless for component-items organized by their part or page number. There was a recent ideas exchange issue raised on this very topic, which was “solved” by providing the aforementioned “alphabetical solution”. However, a NUMERICAL visualization has much more value in Discovery for patrons who are interested in locating an item as part of a host (the drawing on page number 12 of a sketch book, for example). This is a frequent and conventional library requirement for example in Special Collections communities, as it reflects accurately the sequential order within an actual work or a manifestation.
   Currently (SEE SCREENSHOT BELOW) the user sees this rather wild presentation in PrimoVE (the resource is the sketch-book of 200 drawings cited above).

   Another example from the world of monographs is a collection of Brecht’s works: currently looking like this in PrimoVE:

   https://basel.swisscovery.org/permalink/41SLSP_UBS/1hbnn2v/alma993707790105504

   The publisher’s website displays the correct sequence:

   https://www.suhrkamp.de/werkausgabe/bertolt-brecht-werke-grosse-kommentierte-berliner-und-frankfurter-ausgabe-30-baende-in-32-teilbaenden-und-ein-registerband-leinen-w-17

   I do not consider this request an “enhancement” feature, rather a basic library requirement, dating back to the traditional card-catalogue-era.

   Many thanks.

   A multi-part resource (eg: a sketchbook containing 200 drawings) is catalogued in MARC 773 (host/item relationship). PrimoVE ought to sort and display the component parts using $$g and $$q. Currently PrimoVE fails to do this in the correct numerical order. Rather, the presentation is alphabetical which is useless for component-items organized by their part or page number. There was a recent ideas exchange issue raised on this very topic, which was “solved” by providing the aforementioned “alphabetical solution”. However, a NUMERICAL visualization has much more value in Discovery for patrons who are interested in locating an item as part of… more

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8. Add facets into the Collection Discovery UI

   While we are really happy that the functionality to search withing collections is planned, we propose to implement the facets also for the Collection Discovery.

   Facets are very useful to limit results in big collections for discovery and browsing, when the user doesn't know exactly what he is looking for. We do have several big collections.
   Also, functionality would be more consistent with the Primo Search interface.

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9. Make consistent the use of CDI record data in Primo UI

   Current CDI design in Primo UI is to expose metadata from all participant records for both returning results from a search query, and in the values presented for selection in facet for filtering results, but the display of metadata within records is only by site-specific activations.
   This means that a user can search for a term in Primo, have results returned on the basis of that term, select the value for the term in a facet, but then not see the term in the record display.

   The negative impact of this design decision includes:
   * a user is confused by the Primo results list, as there is no indication as to why results were returned, even when the user has specifically targeted data such as an Advanced Search by a specific subject that is then nowhere to be found in the records displayed
   * a user can't effectively filter results by facets, because when they do so and look at the records, they can see no relationship between their actions and the resulting records
   * a user can't take advantage of lateral links, to generate an Advanced Search query of all the entries for the search term to expand their initial results set, such as all records in a specific subject, because there is no lateral link displayed in the record
   * a user is missing key data when exporting by RIS to EndNote, RefWorks, BibTex etc, such as keywords not included, as well as this information not being included in other Send to options of Export to Excel, Print, and Email

   Ex Libris design should be reviewed and made holistic and meaningful, to either:
   1. Hide all the data ie if data is hidden from display, it should also be hidden from search and facets (and any other elements)
   2. Show all the data ie if data is used in search and facets, then it should also be shown in display

   Current CDI design in Primo UI is to expose metadata from all participant records for both returning results from a search query, and in the values presented for selection in facet for filtering results, but the display of metadata within records is only by site-specific activations.
   This means that a user can search for a term in Primo, have results returned on the basis of that term, select the value for the term in a facet, but then not see the term in the record display.

   The negative impact of this design decision includes:
   * a user is confused by… more

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10. Primo Name/Title Browse Searches

    Primo Name/Title Browse Searches

    As frequent Primo users searching for known music items, the Alma Music Users Group would like to propose that Ex Libris create a left-anchored browse search for name/title entries found in bibliographic records. An alphabetical left-anchored browse search is particularly helpful for known-item searches that are often used for music materials and prolific literary authors.

    Currently, Primo provides browse search options for names (name portion only ($a,$q,$d)) and name/title headings used as subjects. For prolific authors, it is not unusual to find thousands of name/title headings lumped under the composers or authors name, with “20+ records” displayed adjacent to the heading. The Primo Browse Search options should include an alphabetical left-anchored “browse” listing for all name/title headings found in bibliographic records.

    The left-anchored browse name/title index search for authorized access points should include the subfields from the 700 name portion of the heading, as well as subfields from the 700 title portion of the heading ($t, $f, $m, $n, $r, $l, $k, $p, $o, $s), displayed in the order in which the fields are transcribed in the bibliographic authorized heading. The browse name/title index should also include the name/title information from the 100/240 fields, including the subfields from the 240 ($f, $m, $n, $r, $l, $k, $p, $o, $s), displayed in the order in which the fields are transcribed in the bibliographic authorized heading. In the event that the 100/240 combination cannot be included as the left-anchored browse search is developed, it is critical that these fields are added as soon as possible.

    In addition to a browse name/title search that retrieves results from the 7xx fields, the subject browse search should include name/title headings used as subject headings found in the 6xx fields.

    The browse indexes should display 4XX and 5XX cross-references and public notes such as the 680 found in authority records. Associated name and title strings must be kept together for both indexing and display. The cross-references are critical in helping the user to find items known by various titles in various languages. The 4xx and 5xx displays should be linked to redirect the patron to the appropriate section in the index.

    Benefit: Without a left-anchored browse search, there are too many false drops and omissions when searching for materials by prolific authors and composers. The left-anchored browse results in a more focused and complete search result, helping the user to quickly find all items with the same authorized access point.

    Attached is an optimal name/title display for the composer Georges Bizet.

    Primo Name/Title Browse Searches

    As frequent Primo users searching for known music items, the Alma Music Users Group would like to propose that Ex Libris create a left-anchored browse search for name/title entries found in bibliographic records. An alphabetical left-anchored browse search is particularly helpful for known-item searches that are often used for music materials and prolific literary authors.

    Currently, Primo provides browse search options for names (name portion only ($a,$q,$d)) and name/title headings used as subjects. For prolific authors, it is not unusual to find thousands of name/title headings lumped under the composers or authors name, with “20+ records”… more

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11. Primo VE: Ability to search by publisher (advanced search or facet)

    The MARC 260b + 264b field is not included in the out-of-the-box indexing in Primo VE advanced search or facet as PUBLISHER. According to the documentation the publisher name is searchable only by general in the simple search and not in the advanced search, specific search for the publisher name. Readers want to limit the results by the name of the publisher.

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12. course reserve

    Course Reserves:
    Requested Enhancement: Offer interface with drop-down menus for Course Title, Course Department, and Course Instructor (similar to drop-down menus in Voyager)

    Currently users can search for course reserves, but there is not a good mechanism to browse. Offering drop-down menus would easily allow users to see what was currently on course reserve by course title, department and instructor.

    Thank you for considering

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13. Do Not Highlight Stop Words in the Results of a Keyword Search

    There is no value to highlighting words in the search results of a keyword search that were considered STOP words when the search was conducted.

    Words such as AND, THE, OR, IN, TO, etc., provide no value on their own and should not be highlighted. Not only does highlighting them add visual noise to the search results, it sends the wrong message to users about how to construct a strong search string.

    As the screenshot shows, the highlighting is only adding noise.

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14. Allow libraries to configure the Brief Record Display with more flexibility

    In the brief and full display pages, libraries can display information contained in data fields (such as the title, author, and creation date) from the source record. This information helps users to differentiate records quickly. In some cases, there can be a lot of information that is displayed. This is particularly the case when Contributor is added: all 7XX fields are added, and in their entirety (see for example in the attached screenshot).

    We would like an option that would allow the library to either limit the number of fields to display (for example max 3 7XX fields) or to only display fields based on the content of some subfields (for example: only display 7XX where $$e equals 'editor', 'publishing director ', 'translator', 'Director', 'film director'...).

    In the brief and full display pages, libraries can display information contained in data fields (such as the title, author, and creation date) from the source record. This information helps users to differentiate records quickly. In some cases, there can be a lot of information that is displayed. This is particularly the case when Contributor is added: all 7XX fields are added, and in their entirety (see for example in the attached screenshot).

    We would like an option that would allow the library to either limit the number of fields to display (for example max 3 7XX fields) or to… more

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15. Can Ex_libris work with publishers to enable OA articles in hybrid journals to be discoverable ?

    Currently if we do not subscribe to a journal (normally a hybrid OA titles) which has open access articles the article access is not discoverable as available during a search of Primo - is there any way to identify these articles as being available ?

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16. In Primo VE and in consortial Alma setup, display print and electronic inventory even if dedupe/frbr is enabled

    In a consortial Alma setup with a Network Zone and with Primo VE, our consortia has noticed that if an Institution Zone (IZ) has enabled dedupe/frbr in a Primo View and there is print and electronic inventory for a title, the print inventory of other IZ’s is completely hidden and only the electronic displays.

    See “enabled dedupe frbr1.png” https://wrlc-gwu.primo.exlibrisgroup.com/discovery/search?query=any,contains,doing%20bayesian%20data%20analysis%20a%20tutorial%20with%20r%20jags%20and%20stan&tab=WRLC_P_MyInst_All&search_scope=WRLC_P_MyInst_All&vid=01WRLC_GWA:test&offset=0

    As you can see in “enabled dedupe frbr2.png” only the electronic inventory displays.
    https://wrlc-gwu.primo.exlibrisgroup.com/permalink/01WRLC_GWA/1b1hkge/alma9912376416404101

    Compare with an IZ in the same consortia which has disabled dedupe/frbr to prove that physical inventory exists.

    See “disabled dedupe frbr1.png”
    https://wrlc-amu.primo.exlibrisgroup.com/discovery/search?query=any,contains,doing%20bayesian%20data%20analysis:%20a%20tutorial%20with%20R,%20JAGS,%20and%20STAN&tab=WRLC_P_AU&search_scope=WRLC_P_AU&vid=01WRLC_AMU:prod&facet=rtype,include,books&lang=en&offset=0

    See “disabled dedupe frbr2a.png” and “disabled dedupe frbr2b.png”
    https://wrlc-amu.primo.exlibrisgroup.com/permalink/01WRLC_AMU/1sph5q5/alma9911540263904101
    https://wrlc-amu.primo.exlibrisgroup.com/permalink/01WRLC_AMU/1sph5q5/alma9911217900204101

    =============================================

    Desired behavior: When dedupe/frbr is enabled, display both physical and electronic inventory. Do not hide the print inventory of other IZ’s in favor of electronic inventory.

    See “desired behavior.png”
    https://wrlc-gwu.primo.exlibrisgroup.com/permalink/01WRLC_GWA/d5n44s/alma99136545603604107

    In the above example, both physical and electronic inventory display. George Washington University has physical inventory in its IZ which displays with physical inventory of another IZ, George Mason University alongside electronic inventory.

    Salesforce cases (may be unpublished) to reference: 00795991, 00820965, 00807971

    -Marcus

    In a consortial Alma setup with a Network Zone and with Primo VE, our consortia has noticed that if an Institution Zone (IZ) has enabled dedupe/frbr in a Primo View and there is print and electronic inventory for a title, the print inventory of other IZ’s is completely hidden and only the electronic displays.

    See “enabled dedupe frbr1.png” https://wrlc-gwu.primo.exlibrisgroup.com/discovery/search?query=any,contains,doing%20bayesian%20data%20analysis%20a%20tutorial%20with%20r%20jags%20and%20stan&tab=WRLC_P_MyInst_All&search_scope=WRLC_P_MyInst_All&vid=01WRLC_GWA:test&offset=0

    As you can see in “enabled dedupe frbr2.png” only the electronic inventory displays.
    https://wrlc-gwu.primo.exlibrisgroup.com/permalink/01WRLC_GWA/1b1hkge/alma9912376416404101

    Compare with an IZ in the same consortia which has disabled dedupe/frbr to prove that physical inventory exists.

    See “disabled dedupe frbr1.png”
    https://wrlc-amu.primo.exlibrisgroup.com/discovery/search?query=any,contains,doing%20bayesian%20data%20analysis:%20a%20tutorial%20with%20R,%20JAGS,%20and%20STAN&tab=WRLC_P_AU&search_scope=WRLC_P_AU&vid=01WRLC_AMU:prod&facet=rtype,include,books&lang=en&offset=0

    See “disabled dedupe frbr2a.png”… more

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17. Wrong holdings information for FRBR-grouped books outside of IZ

    An institution owns a specific edition of a book, ex:https://bibsys-almaprimo.hosted.exlibrisgroup.com/primo-explore/fulldisplay?docid=BIBSYS_ILS71566408110002201&context=L&vid=SSHF&search_scope=default_scope&isFrbr=true&tab=alle_bibliotek&lang=no_NO

    When extending the search scope to other libraries, they may find other editions of the book, which they don’t own (https://bibsys-almaprimo.hosted.exlibrisgroup.com/primo-explore/fulldisplay?docid=BIBSYS_ILS71566408110002201&context=L&vid=SSHF&search_scope=blended_scope&isFrbr=true&tab=alle_bibliotek&lang=no_NO ).

    The original/owned book's barcode is shown for the other edition(s) as well. This is unfortunate as it is quite confusing (contradictory messages, give the impression the library owns resources it doesn’t), and can lead the user to order the wrong book.

    The availability status is correct but the holdings information is not. The ISBN should be used here to prevent tis from happening, instead of the holdings being based on the title only.

    According to Ex Libris (#00628723), this is by design: " this issue is indeed connected to the FRBR-grouping of the two records - because they are FRBR-grouped, you can see the items for both records in each of them".

    The only solution is to disable the FRBR-grouping. This is not an option for us to have it disabled in the local index, so we are hereby suggesting that another solution be found, preventing the problem described here, while having FRBR-grouping enabled.

    An institution owns a specific edition of a book, ex:https://bibsys-almaprimo.hosted.exlibrisgroup.com/primo-explore/fulldisplay?docid=BIBSYS_ILS71566408110002201&context=L&vid=SSHF&search_scope=default_scope&isFrbr=true&tab=alle_bibliotek&lang=no_NO

    When extending the search scope to other libraries, they may find other editions of the book, which they don’t own (https://bibsys-almaprimo.hosted.exlibrisgroup.com/primo-explore/fulldisplay?docid=BIBSYS_ILS71566408110002201&context=L&vid=SSHF&search_scope=blended_scope&isFrbr=true&tab=alle_bibliotek&lang=no_NO ).

    The original/owned book's barcode is shown for the other edition(s) as well. This is unfortunate as it is quite confusing (contradictory messages, give the impression the library owns resources it doesn’t), and can lead the user to order the wrong book.

    The availability status is correct but the holdings information is not. The ISBN should be used here to prevent tis from happening, instead of the… more

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18. Display 6XX fields with $v form subdivisions intact

    Primo VE is configured to map 6XX $v form subdivisions to a separate display field, breaking the subject string. In some cases, the form subdivision is plucked out of the 6XX, leaving the surrounding string incomplete. For example:

    600 10 $aO'Keeffe, Georgia, $d1887-1986 $vExhibitions
    displays in Primo VE as:

    Subject O'Keeffe, Georgia, 1887-1986

    Genre Exhibitions

    651 #0 $aRome (Italy) $vMaps $vEarly works to 1800
    displays in Primo VE as:

    Subject Rome (Italy)

    Genre Maps
    Early works to 1800

    And so on, for all 6XX $v form subdivisions. This cannot be reconfigured. Additionally, each occurrence of the form subdivision is displayed as a separate genre. An exhibition catalog with three artists appearing in 6XX fields would result in three genre term displays, all saying "Exhibitions".

    To preserve our subject string with form subdivisions intact, we were advised to consider adding a 9XX with the field as we want it to display and labeling that as Subject in Primo VE.This adds steps to cataloger workflow and generates unnecessary data in the records.

    This display feature should be reconsidered. Whether or not to split $v form subdivisions should at least be configurable by libraries.

    Primo VE is configured to map 6XX $v form subdivisions to a separate display field, breaking the subject string. In some cases, the form subdivision is plucked out of the 6XX, leaving the surrounding string incomplete. For example:

    600 10 $aO'Keeffe, Georgia, $d1887-1986 $vExhibitions
    displays in Primo VE as:

    Subject O'Keeffe, Georgia, 1887-1986

    Genre Exhibitions

    651 #0 $aRome (Italy) $vMaps $vEarly works to 1800
    displays in Primo VE as:

    Subject Rome (Italy)

    Genre Maps
    Early works to 1800

    And so on, for all 6XX $v form subdivisions. This cannot be reconfigured. Additionally, each occurrence of the form subdivision is displayed… more

    253 votes

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19. Include call number for physical items in Excel / CSV Export

    Thank you for adding the option to export results in Primo to Excel and CSV.

    Please could the call number for physical items be added as an extra column in the export. When clients export results from Primo, their intention is also to look for those items that are physical on the shelves and without the call number, they again have to access each record's link to obtain the call number.

    241 votes

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20. my account - loans sort options

    User should be able to sort their loans not only by title and due date, but also by author, location, maximum renewal date and status (renewable or not) -> all columns shown should be sortable.

    229 votes

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