Primo
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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”…
267 votes -
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/alma9912376416404101Compare 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=0See “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/alma99136545603604107In 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/alma9912376416404101Compare 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=0See “disabled dedupe frbr2a.png”…
259 votes -
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…
258 votes -
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 1800And 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 1800And so on, for all 6XX $v form subdivisions. This cannot be reconfigured. Additionally, each occurrence of the form subdivision is displayed…
250 votes -
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.230 votes -
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 -
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.
225 votes -
Increase Primo search capability to support major common search expansions on synonyms.
Salesforce case #00583901 refers (unpublished)
Ex Libris advises that, due to performance considerations, Primo search is unable to support the search expansion for the spelling variants that include the use of 's' or 'z' within a word. This is a common trans-Atlantic spelling variation, and omitting it has a significant impact on search results.
Example: a search for the terms “practice globalisation” produces 441,248 results, but by changing the 's' in globalisation to a 'z', Primo produces an additional 12,000 search results.
212 votes -
Full integration of Syndetics enrichment content
Syndetic Solutions enrichment content should be indexed in Primo, to aid the retrieval of books (especially by chapter titles in TOCs) and displayed inline in the new Primo UI. The acquisition of Ex Libris by Proquest should make this commercially easier to arrange, and it should be technically easier on the Primo "cloud" platform.
208 votes -
Allow for consistant customizations in the new UI
The open discovery of the new UI allows customers to customize the new UI, extend its functionalities, and connect Primo with external services.
This framework can offer an important added value to institutions; it can enable them to respond to specific needs of their user community.
We want to implement extensions for functionalities like:
• Offer a button “report a problem” that allows a user to report a broken link or another problem with a specific source he found. The form sends this message to our helpdesk, together with useful debug info like : is the user on or off campus, browser version used, search query, pnx-id,.. and his e-mail address when he is signed in. Our e-resources staff finds this functionality extremely useful: more linking issues are reported now and they can be handled in a more efficient way.
• Offer a button “Pay fines” that allows a user to pay fines online. The button is only displayed when the user has fines.These are extensions that we currently implemented in our old UI.
But creating extensions that make use of session data (like user email, vid, …) are time consuming and risk full:
• Time consuming because documentation is limited not to say non-existing, this requires reading the code. It has a high maintenance cost since after every release, extensions can break and it is difficult to find out why because of the lack of clear release notes.
• It is risk full because we don’t know whether we will be able to fix the functionality in the two weeks between release on staging and production. It is also risk full because we don’t know if the extensions will still work after the transition to Angular 2.Our request is :
Please provide us with session data in every component so we can quickly create components.
One way to make the extensions manageable and future proof, is to use a data model (see primo-explore-dom). If the data is framework agnostic it will become more portable and working with data is easier and almost timeless.
This way everybody can develop within the reach of their skillset and more institutions would be able to take profit of the open discovery framework.
But we are open to any solution to overcome the issues mentioned.The open discovery of the new UI allows customers to customize the new UI, extend its functionalities, and connect Primo with external services.
This framework can offer an important added value to institutions; it can enable them to respond to specific needs of their user community.
We want to implement extensions for functionalities like:
• Offer a button “report a problem” that allows a user to report a broken link or another problem with a specific source he found. The form sends this message to our helpdesk, together with useful debug info like : is the user on or off…205 votes -
Browses: add See Also and Usage info from authority headings
Primo supports display of See references (not same as See Also) in browse headings, if those cross-references are in the bibliographic data ingested by Primo. There is no capacity to display See Also and Usage info from authority records, which are important so that users understand how and why certain terms, especially subjects, may be used.
We propose that See Also and Usage info display in the Browse headings.
Example headings and See Also and Usage info that does NOT currently display in Primo:
Blacks:
Search also under: subdivision Blacks under individual wars, e.g. World War, 1939-1945--Blacks; and headings beginning with the word Black
Here are entered works on blacks as an element in the population. Theoretical works discussing the black race from an anthropological point of view are entered under Black race.It's possible this enhancement could be achieved through application of an API that interacts with Library of Congress systems. Display of narrow/broader terms would also be highly valuable.
Primo supports display of See references (not same as See Also) in browse headings, if those cross-references are in the bibliographic data ingested by Primo. There is no capacity to display See Also and Usage info from authority records, which are important so that users understand how and why certain terms, especially subjects, may be used.
We propose that See Also and Usage info display in the Browse headings.
Example headings and See Also and Usage info that does NOT currently display in Primo:
Blacks:
Search also under: subdivision Blacks under individual wars, e.g. World War, 1939-1945--Blacks; and headings beginning…
204 votes -
Separate language menu
In August release 2018, there is finally a good improvement in the sign in area, but unfortunately the language selection is now inside a personal menu. If guests user enters Primo which by default is not in his native language, they wouldn't know what to do. There is a nice solution created by Manneheim University, and I hope Exlibris will take it as an example:
https://primo-49man.hosted.exlibrisgroup.com/primo-explore/search?vid=MAN_UB&sortby=rank&lang=de_DE
Naomi
201 votesHi all,
We would like to update that this is planned to be developed in the Primo Next Discovery Experience User Interface.
More details on the new interface plans can be found here -
Best regards,
Yael.
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Improve Browse by Subject (Primo VE)
In Primo VE, only one of “vocabulary” is available - “Library of Congress Subject Headings.” The choice to use this “vocabulary” is automatically made for you when you choose “Browse by Library of Congress Subject.” The index “Library of Congress name authority records for 651” is not available through this search as it is through the Metadata Editor via Alma. Thus, many, many LC subject headings cannot actually be browsed in Primo VE. Example, you can find NO headings beginning with “Colombia – Commerce,” because there is no LC subject authority for “Colombia – Commerce” or for any further subdivision of that heading. You CANNOT find the heading “Colombia – Commerce – History” by browse in Primo. Browse by subject gives incomplete results - nearly half the records are not discoverable using this method. Many researchers use this method to find their materials.
In Primo VE, only one of “vocabulary” is available - “Library of Congress Subject Headings.” The choice to use this “vocabulary” is automatically made for you when you choose “Browse by Library of Congress Subject.” The index “Library of Congress name authority records for 651” is not available through this search as it is through the Metadata Editor via Alma. Thus, many, many LC subject headings cannot actually be browsed in Primo VE. Example, you can find NO headings beginning with “Colombia – Commerce,” because there is no LC subject authority for “Colombia – Commerce” or for any further subdivision…
201 votes -
Primo VE: Re-instate the A-Z browse function for DATABASES
Re-instate an A-Z browse option for Primo VE Database Search, like the one available for Primo Classic.
201 votesThank you for this idea. We are currently examining it also as part of the NERS voting (7820).
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View user request history
We would love to be able to view a user's request history in the Requests tab of their account. You can view Returns and Fines histories so why not Requests?
This would be very useful for students and staff! Thanks.201 votesHi all,
This is to update that we are planning to develop this option in the Primo Next Discovery Experience User Interface.
More details on the new interface planning can be found here -
Best regards,
Yael.
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The new Give Us Feedback Tool should provide information about the end users IP
Access to electronic resources our library subscribes to is IP-based. If the user's IP address belongs to the university's IP range, they are recognized when they go to the resource and do not experience any access problems. Most of the issues reported to our support team come from students who forgot to turn on the VPN. Adding the IP address information to the feedback message would save us a lot of time in processing such issues.
199 votesThank you for this idea.
We will consider adding the IP address to the Give us Feedback email.
Best regards,
Yael.
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Add ability to change default sort for results
I would like to change the default sort for one of our views from Relevance to Date-newest. Our library has a lot of grey literature which is not handled appropriately by the Relevance sort.
198 votes -
Automate SSL/TLS certificate management
For hosted Primo sites that have custom domain names, the current process for deploying SSL certificates involves time-consuming manual steps and hand-offs, many of which must be repeated each time a certificate is renewed. [1]
Several institutions will soon require SSL certificates to be renewed every 90 days, at which point the current manual process will become utterly unmanageable for both Ex Libris and its customers. [2]
I propose that Ex Libris adopt an ACME-like service (such as Let's Encrypt) to fully automate SSL certificate management. The customer's responsibility would be to set up a DNS record (as they do today), but the SSL certificates would be completely managed by Ex Libris through automation. Some of our vendors are already doing this (e.g. Springshare, Elsevier), and it makes life much easier for both the customers and the vendors.
For hosted Primo sites that have custom domain names, the current process for deploying SSL certificates involves time-consuming manual steps and hand-offs, many of which must be repeated each time a certificate is renewed. [1]
Several institutions will soon require SSL certificates to be renewed every 90 days, at which point the current manual process will become utterly unmanageable for both Ex Libris and its customers. [2]
I propose that Ex Libris adopt an ACME-like service (such as Let's Encrypt) to fully automate SSL certificate management. The customer's responsibility would be to set up a DNS record (as they do…
195 votes -
Find e-Journal by Title search
Add the following radio buttons to the Find e-Journal by Title search:
*Contains
*Starts with
*Exact194 votes -
Control Purchase Request Display in Primo by Material Type
Using display logic rules there is no easy way to show the Purchase Request link based on material type. We want to enable the purchase request link for ebooks, but not ejournals. I did come up with a hackey workaround by creating a GES that only does the identification of the journal and then a display logic rule to hide the purchase request if this GES is present, but there seems like there should be a better way to do this?
192 votes
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