Primo
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651 results found
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"view in discovery" - a link with flaws
The "view in discovery" function produces only a rudimentary link structure, which is not identical to the link structure produced by a call by end users accessing a portfolio directly in PrimoVE.
Thus, the "view in discovery" function, which is designed to verify the presentation of portfolios in PrimoVE that are administered in Alma, is currently of limited use because administrators cannot assume that the view produced by this function actually corresponds to the view encountered by end users.
For adequate quality assurance, it would be necessary if administrators could freely customize the link structure of the "view in discovery" function.
The "view in discovery" function produces only a rudimentary link structure, which is not identical to the link structure produced by a call by end users accessing a portfolio directly in PrimoVE.
Thus, the "view in discovery" function, which is designed to verify the presentation of portfolios in PrimoVE that are administered in Alma, is currently of limited use because administrators cannot assume that the view produced by this function actually corresponds to the view encountered by end users.
For adequate quality assurance, it would be necessary if administrators could freely customize the link structure of the "view in discovery"…
68 votes -
Include available NZ e-inventory within IZ Alma/Primo VE browse indexes
For consortia with Network Zones, the centralized management of electronic resources is an integral function of the NZ. However, the Alma Browse Bibliographic Headings functionality used for the Primo VE Browse Search indexes omits e-resources available to an institution via the NZ.
Within the Metadata Editor, staff can select either 'Institution' or 'Network' when using the Browse Bibliographic Headings function. Selecting 'Institution' includes records from the IZ level, which omits anything where electronic access has been distributed to that institution from the NZ. Selecting 'Network' includes all records from the NZ level, regardless of the institution's physical holdings or electronic access.
The Primo VE Browse Search uses the Alma Browse Bibliographic Headings 'Institution'-level index. As a result, our end users (students, faculty, reference librarians, etc.) who browse headings are not viewing the complete set of resources available. This is a particular problem for ebooks, as there are several large collections from major publishers/platforms (Oxford, JSTOR) that are managed in the NZ on our behalf by our consortium.
We want a setting in between the two existing options, which would include all IZ records AND the NZ records "Available for" the institution, and which would be used for the Primo VE Browse Search. This setting would allow staff to review the headings of all pertinent records, physical and electronic, within Browse Bibliographic Headings, and enable end users to access the same set of resources from the Primo VE Browse Search.
An example of the gap for our end users:
An advanced search for the same "Jewish wit and humor History and criticism" subject yields 18 results: https://wrlc-gu.primo.exlibrisgroup.com/discovery/search?query=sub,exact,%22Jewish%20wit%20and%20humor%20History%20and%20criticism%22,AND&tab=LibraryCatalog&search_scope=MyInstitution&sortby=rank&vid=01WRLC_GUNIV:01WRLC_GUNIV&lang=en&mode=advanced&offset=0
The two 'extra' results in the search by subject are ebooks from NZ JSTOR collections.
For consortia with Network Zones, the centralized management of electronic resources is an integral function of the NZ. However, the Alma Browse Bibliographic Headings functionality used for the Primo VE Browse Search indexes omits e-resources available to an institution via the NZ.
Within the Metadata Editor, staff can select either 'Institution' or 'Network' when using the Browse Bibliographic Headings function. Selecting 'Institution' includes records from the IZ level, which omits anything where electronic access has been distributed to that institution from the NZ. Selecting 'Network' includes all records from the NZ level, regardless of the institution's physical holdings or electronic…
115 votes -
Ensure that CZ & CDI Metadata is Linked Data Ready
I was advised by the Linked Data Group to post this idea here because I submitted the following for the LOD Working Group webinar in December:
Broader strategic and commercial alliances required to ensure that data is ready to be linked?
To engender confidence in CZ and make it linked-data ready, why don’t the Company do business with e.g. Backstage Library Works for authority control clean-up and maintenance?
Metadata is a global commodity so all stakeholders have responsibility for creating, sharing, enriching and maintaining it, and of course there are costs for all of these elements which we could share.
Isn’t this the best way to ease the burden on libraries and leverage our metadata improvements for mutual and sustainable benefit?
I note that this document alludes to the Company taking a lead in creating a new open metadata platform and preserved data in an open format.
https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Linked_Open_DataPreserving metadata is not the same thing as maintaining it because metadata evolves e.g. authorities are deleted, changed and new ones created.
In light of this I would ask that the Company explore strategic commercial partnerships to ensure that any metadata that they manage (knowledgebases, platforms) is properly maintained.
Jane
I was advised by the Linked Data Group to post this idea here because I submitted the following for the LOD Working Group webinar in December:
Broader strategic and commercial alliances required to ensure that data is ready to be linked?
To engender confidence in CZ and make it linked-data ready, why don’t the Company do business with e.g. Backstage Library Works for authority control clean-up and maintenance?
Metadata is a global commodity so all stakeholders have responsibility for creating, sharing, enriching and maintaining it, and of course there are costs for all of these elements which we could…
16 votes -
Primo does not work with some date formats used for old material and rare books.
Primo does not work with some date formats used for old material and rare books. The biggest problem is that Primo only recognises 4-digit dates and does not accommodate date searches for pre-1000 dates that have 3 digits or less. This issue greatly inhibits searches for a significant number of users of archives and rare material collections.
Primo also does not work well with dates in square brackets that include text and unknown dates that have a question mark or dash instead of the wildcard character ‘u’ - e.g. [i.e. 1973], [between 1772 and 1802?], 195? or 195-. These are all valid date formats that follow international bibliographic standards and are frequently found in bibliographic records. It would be beneficial to our users if these issues could be addressed and fixed.
Primo does not work with some date formats used for old material and rare books. The biggest problem is that Primo only recognises 4-digit dates and does not accommodate date searches for pre-1000 dates that have 3 digits or less. This issue greatly inhibits searches for a significant number of users of archives and rare material collections.
Primo also does not work well with dates in square brackets that include text and unknown dates that have a question mark or dash instead of the wildcard character ‘u’ - e.g. [i.e. 1973], [between 1772 and 1802?], 195? or 195-. These are…
59 votes -
Allow patrons to order a specific item in a fulfillment network
Hi
We are in a consortium with a fulfillment network.
Which in many cases means that the patrons can not pick which copy of a book they want to order.
While this may make sense as the default (1), it is frustrating for many patrons, myself included.
- When more than one copy is available, I want to be able to decide which one to get
- When a book is on loan I may prefer to wait for the copy of my favorite library to come back instead of getting the book from somewhere else
This is especially relevant when I'm in a setting where getting a copy from another library costs me money.
The option 'choose specific item' should be available in the full title display (when logged in). If this is not possible, it could be an option in the patron settings.
(1) Although it leads to an inconsistent display in Primo VE: sometimes the links for ordering are above the call number, sometimes next to it.
Hi
We are in a consortium with a fulfillment network.
Which in many cases means that the patrons can not pick which copy of a book they want to order.
While this may make sense as the default (1), it is frustrating for many patrons, myself included.
- When more than one copy is available, I want to be able to decide which one to get
- When a book is on loan I may prefer to wait for the copy of my favorite library to come back instead of getting the book from somewhere else
This is especially relevant when I'm…
157 votes - When more than one copy is available, I want to be able to decide which one to get
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Add target_url to DisplayCTO output
There is a feature in Primo VE to debug OpenURLs. You add to the OpenURL the parameter &displayCTO=true, e.g. https://uzb.swisscovery.slsp.ch/discovery/openurl?institution=41SLSP_UZB&vid=41SLSP_UZB:UZB&id=pmid:24881163&sid=Entrez:PubMed&displayCTO=true
Now you find between the metadata and the inventory a button "DISPLAY CTO". If you click there, you get an XML file with the metadata details that are available to Primo VE at the moment as well as data for the online services Primo VE will offer the user. However, one important information is missing: The target URL the service will link to is not displayed.
If you, however, use the debug URL of the Alma Link Resolver: https://slsp-uzb.alma.exlibrisgroup.com/view/uresolver/41SLSP_UZB/openurl?svc_dat=CTO&debug=true&debug=true&id=pmid:24881163&sid=Entrez:PubMed
You get in every service record a field <target_url>. There you find the exact URL that will be called, when the service is chosen.
This is crucial and should be added to the displayCTO feature in Primo VE.
There is a feature in Primo VE to debug OpenURLs. You add to the OpenURL the parameter &displayCTO=true, e.g. https://uzb.swisscovery.slsp.ch/discovery/openurl?institution=41SLSP_UZB&vid=41SLSP_UZB:UZB&id=pmid:24881163&sid=Entrez:PubMed&displayCTO=true
Now you find between the metadata and the inventory a button "DISPLAY CTO". If you click there, you get an XML file with the metadata details that are available to Primo VE at the moment as well as data for the online services Primo VE will offer the user. However, one important information is missing: The target URL the service will link to is not displayed.
If you, however, use the debug URL of the Alma Link Resolver: https://slsp-uzb.alma.exlibrisgroup.com/view/uresolver/41SLSP_UZB/openurl?svc_dat=CTO&debug=true&debug=true&id=pmid:24881163&sid=Entrez:PubMed
You…
90 votes -
Change the normalization rules for local resource type book
Change the normalization rules for local resource type book and create a new publiction type called Monographic series. The OTB rule in Primo VE is (Leader(06-07) = ac or ad or am) OR (Leader(06-07) = ab|ai|as AND 008(21) = m): https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record
This rule should be created for Monographic Series:
(Leader(06-07) = as AND 008(21) = m)
We also think that ExL should reassess their rule and exclude this part: (Leader(06-07) = ab|ai|as AND 008(21) = m) and set up a new rule for monographic series (check:https://www.loc.gov/marc/bibliographic/bd008s.html). The codes for ‘ai’ and ‘ab’ are so rare we think they are unnecessary.
Example searches from Swedish Libris.MED:a BIBN:b STYP:m [= Leader(06)=a AND Leader(07)=b AND 008(21)=m]
- 0 hits:https://libris.kb.se/hitlist?d=libris&q=MED%3aa+BIBN%3ab+STYP%3am&f=simp&spell=true&hist=true&p=1
MED:a BIBN:i STYP:m [= Leader(06)=a AND Leader(07)=i AND 008(21)=m]
- 0 hits:https://libris.kb.se/hitlist?d=libris&q=MED%3aa+BIBN%3ai+STYP%3am&f=simp&spell=true&hist=true&p=1
A lot of hits for monographic series instead.
MED:a BIBN:s STYP:m - 93390 träffar:
https://libris.kb.se/hitlist?d=libris&q=MED%3aa+BIBN%3as+STYP%3am&f=simp&spell=true&hist=true&p=1
Change the normalization rules for local resource type book and create a new publiction type called Monographic series. The OTB rule in Primo VE is (Leader(06-07) = ac or ad or am) OR (Leader(06-07) = ab|ai|as AND 008(21) = m): https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record
This rule should be created for Monographic Series:
(Leader(06-07) = as AND 008(21) = m)
We also think that ExL should reassess their rule and exclude this part: (Leader(06-07) = ab|ai|as AND 008(21) = m) and set up a new rule for monographic series (check:https://www.loc.gov/marc/bibliographic/bd008s.html). The codes for ‘ai’ and ‘ab’ are so rare we think they…64 votes -
Sorting of multiple copies according to item policy "available for loan"
Our library for medicine offers a large number of copies of some standard works. Some of them are not borrowable because they belong to the reference collection (item policy 63). Other copies have the item policy "available for loan, 1 day" (item policy 59) or "available for loan, 28 days" (item policy 01).
Example; https://slsp-network.primo.exlibrisgroup.com/permalink/41SLSP_UBE/hnud4r/alma99116892929105511In the details display (get it), the items that can be borrowed for 28 days are displayed last and are very difficult for users to find.
Ideally, the filter function should be adapted to contain the option "available for loan", so that patrons can choose the loan status themselves. If this ist not possilble, borrowable copies should be displayed first by default. This will enhance visibility and make it easier for patrons to find the items they want.Our library for medicine offers a large number of copies of some standard works. Some of them are not borrowable because they belong to the reference collection (item policy 63). Other copies have the item policy "available for loan, 1 day" (item policy 59) or "available for loan, 28 days" (item policy 01).
Example; https://slsp-network.primo.exlibrisgroup.com/permalink/41SLSP_UBE/hnud4r/alma99116892929105511In the details display (get it), the items that can be borrowed for 28 days are displayed last and are very difficult for users to find.
Ideally, the filter function should be adapted to contain the option "available for loan", so that patrons can choose…89 votes -
Hide digitization button when items of a title are on loan / unavailable
We would like to suggest the option to hide the digitzation button when all items of a title are on loan / unavailable.
Currently, titles can be requested for digitization while all items corresponding to a title are on loan or unavailable, which can result in significant waiting periods between requesting a title for digitization and the fulfillment of said request.
Therefore, we propose that the digitization button only appears when an item is available for the title in question. This would benefit patrons, since they can assume that if a request can be made, it will be processed right away.We would like to suggest the option to hide the digitzation button when all items of a title are on loan / unavailable.
Currently, titles can be requested for digitization while all items corresponding to a title are on loan or unavailable, which can result in significant waiting periods between requesting a title for digitization and the fulfillment of said request.
Therefore, we propose that the digitization button only appears when an item is available for the title in question. This would benefit patrons, since they can assume that if a request can be made, it will be processed right…90 votes -
Option to deactivate the Resource Sharing Request Service for records without physical item of electronic/digital services
Dear colleagues,
this idea is for adding the option to deactivate the Resource Sharing Request service in Primo VE for some groups of records without physical item of electronic/digital services, without having to deactivate the Resource Sharing Request rule in Discovery Interface Display Logic.This deactivation should be applicable only to local records (catalogued in Alma) and the single institutions should be able to decide if enable it or not.
We would like the same behavour that exists for Primo also for Primo VE (for example, indicating to Primo VE that when the availability is "no inventory" ILL must be disabled, while when the availability is "no electronic" the possibility of requesting Resource Sharing must can be activated).
Dear colleagues,
this idea is for adding the option to deactivate the Resource Sharing Request service in Primo VE for some groups of records without physical item of electronic/digital services, without having to deactivate the Resource Sharing Request rule in Discovery Interface Display Logic.This deactivation should be applicable only to local records (catalogued in Alma) and the single institutions should be able to decide if enable it or not.
We would like the same behavour that exists for Primo also for Primo VE (for example, indicating to Primo VE that when the availability is "no inventory" ILL must be…
91 votes -
Field Pickup in Resource sharing form with default to leave blank
Now in the Pickup field, the first library in alphabetical order always appears by default. Many users click ENTER without having correctly filled in the Pickup field.
The best thing is that this field, even though it is mandatory, by default remains blank in opción, to force the user to choose.61 votes -
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”…
325 votes -
Enable retrieval with/without/compound hyphens in Hebrew
It is very important to enable the search in Primo with and without hyphen to retrieve all relevant records (with hyphen, without hyphen and as compound words).
Some examples of current discrepancies in retrieval are:צפון-קרוליינה retrieved 2 results
צפון קרוליינה retrieved 486 resultsעת-מול retrieved zero results
עת מול retrieved 83 results, including the title עת-מול : עתון לתולדות ארץ ישראל ועם ישראל. searching using the pre-filter Title and limiting to 2010-2021 for
ארצות הברית retrieves 71 results
ארצות-הברית106 votes -
Main menu on desktop - let us decide how many links to show
Hi
On desktop, the main menu shows 6 links and then "..." to show the rest.
On desktop, there would be ample space to just show all the links instead of hiding some of them.
https://utk.primo.exlibrisgroup.com/discovery/search?vid=01UTN_KNOXVILLE:01UTK&lang=en
https://union.primo.exlibrisgroup.com/discovery/search?vid=01UCNY_INST:01UCNY_INST&lang=en
https://primo.hope.edu/discovery/search?sortby=rank&vid=01COL_HOPE:HOPE
https://col-westernsem.primo.exlibrisgroup.com/discovery/search?vid=01COL_WTS:WTS&lang=en
On the other hand, maybe a library wants to hide some links behind the "...", but wants to show fewer than 6 links before the dots.
Please make this more flexible.
Thank you
ManuelaOur own main menu is at 6 links at the moment, but we plan to add more links https://basel.swisscovery.org/discovery/search?search_scope=UBS&vid=41SLSP_UBS:live&lang=en
82 votes -
Physical items sort routine by date - enable I J K descending, but A B C ascending
Hi
We're running into a problem with the Physical items sort routine - Sort according to date.For journals, we want to sort the latest item on top, this works correctly with
Sort according to chronology I/U/K (year/month/day) - DescendingBUT
The same sort routine is also used for multi volume monographs.
We found out that if we only fill out conditions for Chronology I J K, but those fields are empty, the barcode gets used for sorting.
Which leads to wrong sorts.So we had to add
Enumeration A, B, C as a condition.This leads to a display where volume 1 is last in the list.
This is not what we want.It should be possible to sort A, B, C ascending, while I J K are sorted descending.
Thank you
Hi
We're running into a problem with the Physical items sort routine - Sort according to date.For journals, we want to sort the latest item on top, this works correctly with
Sort according to chronology I/U/K (year/month/day) - DescendingBUT
The same sort routine is also used for multi volume monographs.
We found out that if we only fill out conditions for Chronology I J K, but those fields are empty, the barcode gets used for sorting.
Which leads to wrong sorts.So we had to add
Enumeration A, B, C as a condition.This leads to…
135 votes -
Support html in GES public notes in How to Get it section
We are considering moving a couple of our general electronic services from the "Links" section to the "How to Get it" section. However HTML tags in the public note are not recognised when we change it from Links to How to Get It.
See cases: 00987379 & 00987406
I would have expected that public notes should always support HTML tags as they are exposed publicly via Primo.
https://www.screencast.com/t/v3OGDhcrDG5j - illustration showing that <b> tags in the Links area make text bold, but encoding is displayed int eh How to Get it section.
38 votes -
Search Limiters for Accessibility Features
As a cataloger, I would like to propose a new option to filter search results for items with accessibility features (captions, audio descriptions, large print, etc). We are in the process of adding 041 subfields (mostly p and q), and 341 and 532 fields to our records in order to help users more easily identify items intended for those with hearing or visual disabilities. Ideally, this feature would utilize that input based on the presence of indicators in the 341 or 532 fields (i.e., 0 and 1) or controlled vocabulary terms to create search facets or indications (similar to the use of the 506 to indicate Open Access). Ultimately, our aim is to make access to our collection more inclusive, and this feature would go a long way towards achieving that goal.
As a cataloger, I would like to propose a new option to filter search results for items with accessibility features (captions, audio descriptions, large print, etc). We are in the process of adding 041 subfields (mostly p and q), and 341 and 532 fields to our records in order to help users more easily identify items intended for those with hearing or visual disabilities. Ideally, this feature would utilize that input based on the presence of indicators in the 341 or 532 fields (i.e., 0 and 1) or controlled vocabulary terms to create search facets or indications (similar to the…
93 votes -
Journal search>Browse by categories : allow indexing of Unimarc journals (PrimoVE)
Currently, only journals described in Marc21 are indexed by subject in Journal Search.
The Unimarc community is now large in Alma/PrimoVE, and the Browse by Categories function would be useful if it took into account all formats.
The idea would be to allow indexing of journals described in Unimarc, which have Rameau/LC subject fields in 60X and LCC field in 680.42 votesHi,
We would like to update that this idea is still not planned, but still being examined for a future release.
Best regards,
Yael.
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Item policy translations
In Alma the Institutions have no possibility to add the translations for the policies. In multilingual consortia environments the only possibilities are to display in Discovery the policy description in English or to add all description translations in the same field. Neither these solutions are user friendly.
The translations should be distributed from the Network.104 votes -
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 EmailEx 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 displayCurrent 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…328 votes
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