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Stacey van Groll

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  1. Analytics: Add Purchase Request Requester user information at the time of request

    1 vote
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    1 comment  ·  Alma » Acquisition - Purchase Requests  ·  Admin →
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    Stacey van Groll shared this idea  · 

  2. Extend subject heading display masking to CDI records

    10 votes
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    2 comments  ·  Primo » Primo VE  ·  Admin →
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    Stacey van Groll commented  · 

    I concur with Andy's comments that the existing feature to hide terms applies to both local and CDI records, which I confirmed in my Sandbox testing.
    We do not use this in Production partly per Andy's comment also that the feature is only for display.

  3. Add ability to control local record access information in Primo

    2 votes
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    0 comments  ·  Primo » Primo VE  ·  Admin →
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    Stacey van Groll shared this idea  · 

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

    298 votes
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    24 comments  ·  Primo » User Functionality  ·  Admin →
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    Stacey van Groll commented  · 

    This is an alignment issue, as possible in Primo Back Office with Alma, but not Primo VE.

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    Stacey van Groll commented  · 

    Hi Natasja, you should be able to do this by adding the AVA field for display. We have a local practice of using LC in the bib record and then adding a Local running call number at the holdings level when we shift items to our off-site Warehouse. So, a little different use than yours in open stacks. I've already had a Local Call Number field for display, but just from the 090 in the bib for resources without LC. To date I've only grabbed both the AVA and the 090 for search data, just in case it's the only information a user wrote down from a record, but am now adding the AVA also for display as well, so that it is included in the Excel Export.

  5. Usage of the pre-filter options within Primo VE

    3 votes
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    1 comment  ·  Primo » Analytics  ·  Admin →
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    Stacey van Groll commented  · 

    We don't use this feature but the documentation has entries added for this and I observed them added to our OAS (just with no data).
    Are you advising that they are being used but you're not seeing any data recorded?
    The action is: Clicking on a resource type filter bar - <1-11>
    The user selected All (position 1) or a resource type (position 2-11) in the Resource Type Filter Bar.
    Data for this action is available starting with the May 2023 release.
    https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/Primo/Analytics/040Primo_Analytics_Subject_Areas/Primo_Action_Usage

  6. Add option to filter out Global title index results without any offer

    104 votes
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    3 comments  ·  Primo » User Functionality  ·  Admin →
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    Stacey van Groll commented  · 

    We cannot use Rapido, as Ex Libris has excluded Primo sites managed by Back Office sites from using it.
    But I have this on my dealbreaker list anyway for Rapido if Ex Libris ever changed that decision, because of this hardcoded results issue.

  7. Quicklink display options on full record

    15 votes
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    2 comments  ·  Primo » Primo VE  ·  Admin →
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    Stacey van Groll commented  · 

    I reported this as a defect for Primo managed by Back Office more than a year ago in March 2022, and the case is in Development since then.
    This is because the quicklinks also display in the Links section despite the configuration not including them.

    The data is <linktopdf> and <linktohtml>

    Production configuration under Views > 61UQ > Tile List > Full Display > Full Results > Links to display in full results
    Back Link
    Link to TOC
    Link to Abstract
    Link to Review
    Link to Price
    Link to Finding Aid
    Additional Link
    Link to Union Catalog
    lln02

  8. Consistent UX or labelling for Collection Discovery search box

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    2 comments  ·  Primo » Primo VE  ·  Admin →
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    Stacey van Groll commented  · 

    We’ve used ‘Search collections’ as the consistent labelling because all of the options either have this initially, or have the option to expand to it with one click, per the November 2021 Release

    * The lobby search box is for everything --- yes, agreed.
    * The top-level collection search box is for the title of sub-collections in that area only --- this searches titles of child collections and items within the top-level collection in the initial query. I believe it’s quite common for sites to not have items directly within the top-level collection level when they also have child collections, but it can be seen as being done in the results split into section of Collections (x) and Items in the collection (y). Then there is the option to expand the search into all collections in Collection Discovery by the hyperlink option for ‘Try searching in all collections’
    * The sub-collection search box is for items in that sub-collection only --- yes, with the same optional workflow to expand by ‘Try searching in all collections’

    Ex Libris advised this the possible options given the search scoping infrastructure.

    I agree that the need for the extra click by initial scoping is a little less than ideal, but we haven't had any comments on this with our 'Search collections' labelling.

  9. Add options to Terms of Use "is renewable"

    1 vote
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    2 comments  ·  Alma » Fulfillment - Loans  ·  Admin →
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    Stacey van Groll commented  · 

    Could this be managed by making renewable false in the TOU but using the Block Preferences by override setting by role?

  10. Improve “Chat for Support” role to add product specific scoping or separate roles per product

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    0 comments  ·  Alma » User Management  ·  Admin →
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    Stacey van Groll shared this idea  · 

  11. Enhance DC XML normalization routines for external sources (PrimoVE)

    60 votes
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    4 comments  ·  Primo » Primo VE  ·  Admin →
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    Stacey van Groll commented  · 

    100% support for this submission. As a site using Primo Back Office, I have no idea how I'm meant to transfer all our 7 years of good work in this area to Primo VE when there are such massive limitations.
    And also some frustration that there appears to be an expectation that we should just give up and sacrifice this, and move regardless. Especially when some of this work includes also areas of the record which we cannot touch at all in VE, including normalisation of availability statements and links and facets.
    It simply is not possible with VE development currently, and Ex Libris needs to address this so that we can properly present all our collections.

    Stacey van Groll supported this idea  · 

  12. Add a job that can set the CDI option collectively

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    2 comments  ·  Primo » Administrative Tools  ·  Admin →
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    Stacey van Groll commented  · 

    This request might be better to submit for the Alma Idea Exchange, rather than Primo?

  13. Add primary/user id of a Interested User as a Fund Expenditure Facet

    10 votes
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    0 comments  ·  Alma » Analytics  ·  Admin →
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    Stacey van Groll supported this idea  · 

  14. Fill the gap of Open Access CDI records not marked with the Open Access icon and facet

    19 votes
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    2 comments  ·  Primo » User Interface  ·  Admin →
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    Stacey van Groll commented  · 

    Noting that the gap exists also between Books and Book Chapters where if a Book has the Open Access indicator and included in the facet, this is not inherited by Book Chapters records of this Book, which are still dependent on individual provider to provide this information per record.
    Ex Libris advised this as an enhancement request, and they will not document it.

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    Stacey van Groll commented  · 

    I can't edit my idea for unknown reasons, so I'll add here adjustment of September 2022 for VE and November 2022 for Primo BO.

    Stacey van Groll shared this idea  · 

  15. More linking parameters for links in CDI records

    1 vote
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    1 comment  ·  Primo » Other  ·  Admin →
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    Stacey van Groll commented  · 

    Would you be able to provide some example links from your environment?
    We're working on transitioning from ezproxy to OpenAthens now and this caught our eye for something to be concerned about, but we're a bit confused without seeing practical examples.

  16. Allow Database Facet/Filter/Limiter in Primo VE

    8 votes
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    1 comment  ·  Primo » Primo VE  ·  Admin →
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    Stacey van Groll commented  · 

    The 'Collection' facet can be used to do this for full text active collections, although the names may vary slightly from what the patron expects.

    nb I don't understand why this is only requested specifically for Primo VE, which would deliberately exclude Primo customers using Back Office. Of course all Primo customers should benefit from all developments for 'Primo' as a product.

  17. Streamline favourites by adding the ability to create labels from the item.

    22 votes
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    3 comments  ·  Primo » User Functionality  ·  Admin →
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    Stacey van Groll commented  · 

    My submission is a lot more wordy with a user story, but I think this is the same requested concept that I have entered here: https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/45235477-add-ability-to-save-a-record-with-a-label-while-in

  18. Primo VE: Allow users to select false options when requesting items to another campus

    4 votes
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    2 comments  ·  Primo » Primo VE  ·  Admin →
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    Stacey van Groll commented  · 

    This suggestion is of course also relevant and would be of value for Primo customers, not just Primo VE.

    Stacey van Groll supported this idea  · 

  19. Give more weight to PMID in one-word PMID searches [Primo VE]

    12 votes
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    1 comment  ·  Primo » Primo VE  ·  Admin →
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    Stacey van Groll commented  · 

    This is of course relevant for Primo customers as well, for returning results from CDI.

  20. Bulk search results export

    13 votes
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    5 comments  ·  Primo » User Functionality  ·  Admin →
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    Stacey van Groll commented  · 

    While not a complete or very quick solution, there is the option to save to My Favourites to export in greater numbers.
    The official supported limit is 200, but I've exported over 800 at once.
    They can be saved pretty quickly to a label in Favourites for ease of export by changing number of results to 50 and then use the bulk selection option at the top of the results, add label, scroll to bottom, select next page, repeat.
    You'd still need to consider the overall search limit of 2,000 in a blended search, so the query must be very targeted and/or faceted from the outset to be a reasonable number.

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