Primo
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752 results found
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DOI autofill on the Book Chapter request Resource Sharing form
We would like a DOI autofill feature for Book Chapter requests on the stand-alone Resource Sharing form on Primo NDE.
This already exists on the Article request RS form.3 votes -
Display the resource types filter bar in Primo NDE advanced search results
In the pre-NDE UI of Primo VE, the resource types filter bar was displayed inside the basic search bar at the top of the page, just under the search term input field. It functioned primarily as a pre-search filter. As such, it made logical sense that one wouldn't see the filter bar after conducting an advanced search.
But in NDE, the filter bar appears just above the search results. It only shows up once the results have loaded, so it's only possible to use it as a post-search filter. Despite this difference of use in NDE, the resource types filter bar only displays above search results when a basic search is conducted. It's absent when an advanced search has been conducted. This is confusing our users because while they expect a different search form for advanced search, they don't expect the results display to lack a familiar feature.
As I understand it, the resource types filter bar did at one time display in NDE, but it was removed because it was causing problems. I don't know the nature of those problems, but if they could be resolved and the filter bar returned to the advanced search results display, it would improve the user experience greatly.
In the pre-NDE UI of Primo VE, the resource types filter bar was displayed inside the basic search bar at the top of the page, just under the search term input field. It functioned primarily as a pre-search filter. As such, it made logical sense that one wouldn't see the filter bar after conducting an advanced search.
But in NDE, the filter bar appears just above the search results. It only shows up once the results have loaded, so it's only possible to use it as a post-search filter. Despite this difference of use in NDE, the resource types filter…
27 votes -
Hold and Booking Request Form Needs More Customization
The Hold and Booking Request Form should have more customization options or branching logic to help libraries that have multiple branches.
For example, we have a main library and three branch libraries that are all on the same Primo discovery (we also have a law library that is on their own Primo). Our main library branch got book lockers last year for our users so they can easily pick up their holdings. However, user services noticed that some patrons were struggling to access higher or lower lockers. They asked if we could have a check box on the holdings request form to indicate that they want a more accessible locker. However, we ended up finding a couple of issues with this request.
1.) Due to the way the form is built, it is all or nothing. Our Fine Arts Library does not have lockers, so the check box appears when users select their library for book pickup, even though they don't have lockers. We worry that this will cause some confusion for both the users and the branch libraries (see image below). Ideally, the form should be able to change based on the chosen location.
2.) The verbage from the check box appears along with additional comments made by the requester. When we receive the request, everything is jumbled into the request notes field, making it messy, and quite frankly, a little ugly. 😆 (see image below)
If even one of these changes could be made, that would be amazing!
The Hold and Booking Request Form should have more customization options or branching logic to help libraries that have multiple branches.
For example, we have a main library and three branch libraries that are all on the same Primo discovery (we also have a law library that is on their own Primo). Our main library branch got book lockers last year for our users so they can easily pick up their holdings. However, user services noticed that some patrons were struggling to access higher or lower lockers. They asked if we could have a check box on the holdings request…
6 votes -
Allow Journal Categories to be Expanded by Default
Currently the categories on the Primo Journal search page show parent categories that must be expanded manually to see the nested categories (i.e. Social Sciences > Education). It would be helpful if all categories could be expanded by default or certain categories could be made more prominent if they are relevant to our library's population.
Thank you for considering this idea.
3 votes -
Enable users to select records from multiple pages of results
Currently if a user selects a few records from a page of results and then navigates to the next page they lose their record selection. This idea is to enable users to navigate through their results list, page by page selecting records as they go and then when finished complete the desired action on the selected records.
3 votes -
Add navigation to the top of the search results
Currently users need to scroll down the full page of results before being able to move to the next page of results. This becomes laborious if users have chosen to display 25 or 30 results per page.
3 votes -
Research Assistant
For AI declarations, it has become standard now for lecturers to ask their students for a chat link as proof of using an AI tool at a certain time.
It is currently not possible to share a chat link from a Primo Research Assistant search session. Please can the functionality of creating and sharing a chat link from a session be added.
4 votes -
Allow multiple custom CSS stylesheets per view
At the Digital Theological Library, we have multiple campuses, each of which has its own view. All of the views use the same basic custom design, but each one needs its own specific CSS tweaks. Maintaining this would be much simpler if all of the views could have two custom CSS files: one with the basic design rules and one with the specific design tweaks. That way, when the base design is updated, the view-specific CSS can't accidentally be disturbed by copying and pasting within a single stylesheet, and Primo UI managers like me won't need to copy and paste across all of our views in the first place. The view-specific stylesheet would need to be listed after the main CSS in the <head> of the page to avoid incorrect cascading.
Another option that would be even easier to use from my perspective but would probably be harder to implement would be to have a set of system-wide view styles that could then be overridden with individual custom.css stylesheets. Either solution would greatly improve my workflow for maintaining multiple views and would also benefit other Primo institutions with multiple campuses or customized views.
At the Digital Theological Library, we have multiple campuses, each of which has its own view. All of the views use the same basic custom design, but each one needs its own specific CSS tweaks. Maintaining this would be much simpler if all of the views could have two custom CSS files: one with the basic design rules and one with the specific design tweaks. That way, when the base design is updated, the view-specific CSS can't accidentally be disturbed by copying and pasting within a single stylesheet, and Primo UI managers like me won't need to copy and paste…
3 votes -
Improve Database material type assignment in a Network Zone Consortia
Problem description
In a Network Zone consortium, bibliographic records are shared across all member institutions. Currently, the "Database" material type in Primo VE is assigned to a bibliographic record whenever that record is linked as the descriptive/display record for any Electronic Collection with a populated Level URL. This includes Local Electronic Collections created by a single member institution in their own Institution Zone.
Because the underlying bibliographic record is shared in the NZ, this single institution's local configuration choice changes the material type of the record for every institution in the consortium, even though only one institution actually intended the title to function as a database entry. This creates a situation where a shared title (e.g. a journal) can unexpectedly display under "databases" instead of its correct material type in another institution's discovery layer, with no clear explanation available to that institution.
Impact
Member institutions have no visibility or diagnostic tool to determine why a shared title unexpectedly displays with the wrong material type. A single institution's local Electronic Collection setup can silently override discovery behavior for the entire consortium, with no warning, log, or notification to affected institutions.
Troubleshooting is currently difficult. Only the consortium's network administrators have a way to identify the source, but it requires checking every library that has the record in their IZ.
Suggested improvement
We would like Clarivate to investigate ways of making this behavior more transparent and manageable in an NZ consortium setting. One option would be through better visibility into cross-institution record usage, or some form of notification when a shared record's material type is affected by another institution's configuration. An even better solution would be to change the underlying approach to how the "Database" resource type is determined for shared NZ records in a way that would let each IZ control the behaviour in their own IZ. Such a solution would increase the customizability of the database list for each individual IZ without risking resource type contamination across the consortia.
Problem description
In a Network Zone consortium, bibliographic records are shared across all member institutions. Currently, the "Database" material type in Primo VE is assigned to a bibliographic record whenever that record is linked as the descriptive/display record for any Electronic Collection with a populated Level URL. This includes Local Electronic Collections created by a single member institution in their own Institution Zone.
Because the underlying bibliographic record is shared in the NZ, this single institution's local configuration choice changes the material type of the record for every institution in the consortium, even though only one institution actually intended the…
158 votes -
show notice in GetIt when patron is blocked from requesting
This is also CERV PENH-I-28495.
Currently, users with item or global blocks can have their request permissions removed, and the physical and digital request buttons for local materials can be hidden (similar to Rapido for resource-sharing requests). Rapido allows users to communicate a reason why they might not be able to make a request. We believe we should display a similar HTML-based message/banner for requesting local materials, without needing interface customization.
This follows the design principle of "instruction at the point of need". We have had patrons with blocks think that items are not requestable when they are, but just not to them. The goal is to encourage patrons to resolve their blocks, not just keep them from requesting more. Ideally, request buttons should be made inactive rather than hidden, as this would indicate the request status of the item/title while still communicating to the patron that there is an issue with their library account.
This is also CERV PENH-I-28495.
Currently, users with item or global blocks can have their request permissions removed, and the physical and digital request buttons for local materials can be hidden (similar to Rapido for resource-sharing requests). Rapido allows users to communicate a reason why they might not be able to make a request. We believe we should display a similar HTML-based message/banner for requesting local materials, without needing interface customization.
This follows the design principle of "instruction at the point of need". We have had patrons with blocks think that items are not requestable when they are, but just…
6 votes -
Priority of pickup locations
We would like to have the possibility to set the order of pickup locations. Now the owning library is always on the first place. We would appriciate the possibility to put other pickup location at the firt place intead of the owning library e.g. the library box as the first possibility to pickup the resource.
9 votes -
Separate the success message labels for resource sharing requests and hold requests
Currently, both resource sharing requests and hold requests use the same label, nui.request.success, after a request has been successfully submitted. As a result, the same message is displayed for both types of requests.
We would like to have a separate success message label for resource sharing requests, distinct from the one used for hold requests. This would allow us to display different messages for the two types of requests and provide patrons with specific reminders or instructions regarding each service.
4 votes -
Support searching by index in Collection Discovery
In Collection Discovery, users can sort items by Relevance, Date-newest, Date-oldest, Title, and Author, but they are unable to search by these indexes. This affects the user's ability to retrieve specific and known-items in a precise way. The existing "search" option functions based purely on keyword across all data fields (including full text).
Users need access to specific index searching for full use of Collection Discovery, especially the Title index.
5 votes -
Lateral linking for uniform titles
Please let us add lateral links for uniform titles.
This seems to have been possible in Primo BO: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/Primo/Highlights/026Primo_November_2017_Highlights#Enhanced_Hypertext_Linking
"Hypertext linking has been extended to the following PNX display fields: [...] unititle [...]."I attach our display rules to show which fields to include.
For search: hypertext links
10 votes -
Add alert to User Area (NDE) - My Library Activity for requests awaiting collection
The addition of an alert to the My Library Activity page of the User Area of Primo NDE when a request(s) is waiting collection by the user would be a welcome addition to this area. Please see attached document detailing how this proposed feature could appear.
1 vote -
NDE - Configuration option for whether a search is invoked on changing scope
Currently, if there is text in the search input field and you make a selection in the scope drop-down, a search is invoked automatically (without the user selecting the search button).
This even occurs on the Library Search home page (when no search has yet been performed).
There is no indication to users that a search will be triggered after changing their selection in that drop-down.
Compare this behaviour to the 'Browse' search, which has a drop-down for the search field - users can change that value as needed yet a new search will only be performed when they select the 'Search' button. This is the expected behaviour - where a form (such as this search form) is only submitted once the user selects to submit it, rather than it submitting when a single field within the form is changed.
This was raised as an issue with Ex Libris, but they said it was the intended functionality.
Given the inconsistency in user experience and lack of notification to the user that a new search will be performed, I think there should be a configuration option in the view to prevent the search being automatically invoked when the scope is changed.
Currently, if there is text in the search input field and you make a selection in the scope drop-down, a search is invoked automatically (without the user selecting the search button).
This even occurs on the Library Search home page (when no search has yet been performed).
There is no indication to users that a search will be triggered after changing their selection in that drop-down.
Compare this behaviour to the 'Browse' search, which has a drop-down for the search field - users can change that value as needed yet a new search will only be performed when they select…
10 votes -
Freeze the top level resource type filters on NDE so they continue to appear as the user scrolls through their search results
Currently on NDE the top level availability facets are fixed in place even when a user scrolls down their results list, however the resource type facets above these disappear from view when the user scrolls down the page. We would suggest also keeping these fixed in place and visible to the user as they scroll so they have a constant quick visual reminder of what they have filtered to.
3 votes -
NDE My Account Loans: Option to show more than 10
In the previous UI for VE, users were able to load more of their loans when viewing their account. This list could then exported. In the NDE users are limited to viewing 10 loans at a time, thus they can only export 10 at a time. Either the loans list should be updated to allow the user to increase the number of loans viewable at a time (up to 50, similar to search results), or have an option to generate a list of loans either in the browser or as an export.
29 votes -
Primo NDE – Natural Language Search – Support Searching by Course Reserves
Enable Natural Language Search in Primo NDE to search for resources based on Course Reserves information available in Alma.
For example:
"Find all books for course XXXX."
The search should be able to identify books and other resources associated with a specific course based on Course Reserves information available in Alma.
5 votes -
Primo NDE – Natural Language Search – Support Searching by Local Fields
Enable Natural Language Search in Primo NDE to search and retrieve records based on local fields defined by the institution.
For example:
"Find theses supervised by Haim Rabinovich."
The search should be able to identify records based on information stored in local fields, such as the thesis advisor.
4 votes
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