Stacey van Groll
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53 votes
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69 votes
Stacey van Groll
supported this idea
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44 votes
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Stacey van Groll
commented
I believe this is technically possible by a different manner of running a Delete and Reload pipe. This can now be scheduled with NERS delivery of '6184: Make it possible to override Start Harvest date for Delete and ReLoad pipes' in May 2020. I run this process monthly, which seems sufficient for our 3 OAI data sources.
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74 votes
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Stacey van Groll
commented
It's disappointing that this idea has so few votes when Evidence-Based Practice is such a focus, and this is vital data on user engagement with different types of formats ie electronic vs physical.
I have long contemplated putting in a submission for yet another gap of no actions recorded in Primo Analytics for View It services clicks.
These are partially recorded in Alma Analytics for Link Resolver, but completely missing for any Link in Record links for either remote PCI/CDI or external local sources. So few votes here makes me think I shouldn't bother,but at the same time it amazes me that this gap hasn't been filled already as standard.Edit: I'll take the plunge, here's an idea for the View It clicks
Primo Analytics - Add Actions for clicks on View It links, for both Link in Record and Link Resolver
https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/41480614-primo-analytics-add-actions-to-be-recorded-for-c
Stacey van Groll
supported this idea
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136 votes
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Stacey van Groll
commented
There's no label just for 'Primo', Lisbeth, as this enhancement channel was designed before Primo VE existed. It applies to all flavours of Primo regardless of deployment model. My impression is that it only needs a Primo VE tag if Primo on Back Office already has the functionality, but Primo VE does not. I have seen incorrect entries for this though, as someone on a Primo VE site might not know that a idea isn't possible in Back Office either.
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42 votes
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Stacey van Groll
commented
Have you considered use of the category tree? I understand completely if the submission is only for Subject headings, as would be found in the Subject facet in main Primo, but perhaps you might not be aware of the option to add a category tree. We use this for a curated list of subject categories and then have a second tier for 'Key Resources', as many other commenters have described as being desirable. This makes for a different search experience to main Primo, as offering our users a list designed just for a focus area for our university with databases chosen by the expert liaison librarian supporting that areas, which helps also to not just replicate the Primo search in two different places, as each offers a distinct feature.
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44 votes
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Stacey van Groll
commented
Agreed - there should be holistic design as standard.
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39 votes
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Stacey van Groll
commented
We'd want the option to do this by Fulfillment Unit though, rather than only an off or on setting at the institution level, as things like loans for 2 hours that circulate quickly and that users actively wait for need a time stamp.
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23 votes
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Stacey van Groll
commented
Also for CZ into IZ as well please!
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77 votes
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Stacey van Groll
commented
That NERS submission was delivered with the ability to set preference of delivery category, such as assigning SFX at a lower preference.
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134 votes
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Stacey van Groll
commented
Hi Gran - Thanks very much for clarifying the intent of the idea. I agree that the Blocks display in Blocks + Messages are very limited at the moment, and it would be good to have them all displayed there for user information. This would also help in making up for the 2 block limit for nonrenewal reasons in the Loans tab. I will add a vote in support.
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Stacey van Groll
commented
User specific blocks and loan specific blocks are both displayed, but the key is the design decision to only display 2 blocks maximum.
The user specific blocks display first and then the loan specific, in a certain order. I had a case querying this and asked for the details were added to the OLH:
1. The following patron blocks are checked first to see if all loans are blocked for renewal. Alma will return the first two reasons found and will not perform any further checks.
a. Patron is expired.
b. Check if patron overdue recall limits were exceeded.
c. Fetch patron's active blocks.
d. Check if patron overdue limits were exceeded.
e. Check if a patron's cash limits were exceeded.2. The following loan-specific checks are performed next. Alma will return the first two reasons found for that loan.
a. Validate that the item is renewable.
b. Check if the user has a patron role for this library or the whole institution.
c. Validate that the current date is before the maximum renewal period expires.
d. Check that the item does have any holds.We changed the first code table display from 'Cannot renew this item' to 'Cannot renew this item. Reasons include:' to try to establish the user expectation that there may be more than the 2 displayed reasons.
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45 votes
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Stacey van Groll
commented
I actually thought this was likely to be a deliberate design feature (although I've never asked). The half panel display on either side suggests to me that there are more resources available, rather than just the ones on screen, reinforcing the user expectation established with the bars on either side with the arrows. Up to 100 records will be displayed, combined to the left and right, with the open record in the middle, so it's correct that the list is not complete.
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66 votes
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Stacey van Groll
commented
Could you share the use case of why this would be useful? For staff this information is available in the equivalent form within Alma, and I can't think why a user would care how many times an item was loaned.
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54 votes
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Stacey van Groll
commented
Hi - This can be done by adding Loan Status to the fields in the Loans List. It will show with data such as Normal, Renewed, Recalled, etc.
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196 votes
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Stacey van Groll
commented
I would also like to add that my preferred development for this would be to do away with the Popular Searches SA completely and replace it with a new Search Strings SA. This should be on the same daily ETL as all the other SAs (unlike the monthly aggregation for Popular Searches), and offer all the other functionality of the other SAs such as granularity of date fields down to the search date by day.
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Stacey van Groll
commented
Note: BIRT is now deprecated as of the February 2019 release.
Stacey van Groll
shared this idea
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49 votes
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Stacey van Groll
commented
Hi,
Could you explain more, as when I do a Repository Search by Electronic Collection and then run the Export URLs job, I get a csv file with the Electronic Collections listed at the top with their 61 ID and URL and then - for instances where they have portfolios - the list of 53 IDs and URLs for the Portfolios. -
30 votes
Stacey van Groll
supported this idea
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39 votes
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Stacey van Groll
commented
Interesting! I hadn't noticed this before, and it's not very good :(
I agree that Alma changes are undesirable and I would think PCI data changes are unlikely given the scale, so the best option would seem to be to adjust the search index behaviour.
I found an example in our instance, and you're on the money that the PCI record includes the initial article in Sort, whereas Alma OTB norm rules strip it.
PCI
<display>
<title>The Power of Cities in Global Climate Politics: Saviours, Supplicants or Agents of Change?</title>
<sort>
<title>The Power of Cities in Global Climate Politics: Saviours, Supplicants or Agents of Change?</title>
Alma
<display>
<title>The power of cities in global climate politics : saviours, supplicants or agents of change? / Craig A. Johnson.</title>
<sort>
<title>power of cities in global climate politics : saviours, supplicants or agents of change? /</title> -
87 votes
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Stacey van Groll
commented
Hi,
I agree that’s not ideal at all. Adding the 245 c to the Title is one of the first things we configured locally during our Primo BO Implementation. I see from the guide that it is indeed hard coded and I believe the only option for adding MARC fields in VE at the moment is to create a whole new local field, which is obviously only useful in practice for completely new MARC fields not already hard coded, and especially not Title which is such a key one. This seems like a pretty clear cut use case for VE sites to be able to customise display. Out of curiosity, did Ex Libris suggest this Idea Exchange submission, Lori?
Cheers,
Stacey van Groll, University of QueenslandAn error occurred while saving the comment
Stacey van Groll
commented
Hi Lori, I added the 245 subfield c to Display in our Alma normalization rules in the Primo Back Office. If you are not Total Care, you should be able to do this also, otherwise I believe Total Care sites can open a SalesForce case to ask for it to be done.
Cheers,
Stacey van Groll
University of Queensland -
54 votes
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Stacey van Groll
commented
Good point, Ann, as it is a bit cumbersome to muck about with accounts. The ability to masquerade easily would be a nice one for staff to have. I wonder how that could be implemented just for staff though, as I wouldn't think it'd be something you'd want to make available for users. A snazzy concept for admins though, so I've added a vote :)
Cheers, Stacey van Groll, University of QueenslandAn error occurred while saving the comment
Stacey van Groll
commented
Sorry if I am not understanding this correctly, but can you not set up test accounts for this sort of display and functionality configuration testing?
Or briefly change your account to the different user group? Obviously that’s predicated on your role privileges in Alma, but I would assume you would have this level given the nature of the question and the work?
Cheers, Stacey van Groll, University of Queensland
Doesn't that CSS code just hide the suggestion, Manuela? The DYM index is taking effect on the results in Primo VE, right? So the results would still be highlighted as 'light', using the original example.
I often think that the downfall of this feature is what seems to be the unnecessary complexity, so it is almost impossible to explain.
For example, if I test this on one of my local data sources with Hmong consumers, I get two results with among and consumers highlighted. If I choose the suggestion for 'among consumers', then I get 19 results, some of which have among and consumers also clearly in the data, including the title. But the key is that the two which showed up originally have apparently been triggered by the Levenshtein distance aspect of the distance between the two words (it's not documented what that is specifically that I can find), whereas in the other records the words among and consumer are further apart.
Try explaining that to a user!
And there's also the issue that only the local index is used to build the index from title and authors, which drastically reduces the value because it's missing out on more unique and newer terms that might only be in emerging research topics which only have articles thus far in CDI, which are actually more likely for users to misspell and need help with.