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  1. Increase the number of local fields for search and facets

    103 votes
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    4 comments  ·  Primo » User Interface  ·  Admin →
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    Manu_Schwendener commented  · 

    Maybe this should be set to Closed, to release the votes?

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    Manu_Schwendener commented  · 

    Statement by Ex Libris about

    PENH-I-28389 Increase number of possible local search/facet fields to at least 20

    "Primo 2025 Enhancements cycle: This submission will not be included in the second ballot by the following Product Management statement:

    As discussed previously, the current default limit of 10 such fields was introduced intentionally. We observed that many institutions were using these fields - designed for more advanced use cases - instead of simpler and more lightweight alternatives such as local fields for display purposes or the 5xx/9xx fields, which can also be configured for display and search with significantly less overhead.

    By setting a default limit of 10, we encourage institutions to evaluate whether a simpler approach might meet their needs before resorting to the more complex normalization rule option. That said, we recognize that some institutions do have legitimate use cases that require more than 10 normalized search fields. As confirmed in our product direction, institutions that need additional fields beyond the default can request an increase via a Support ticket, and these requests will be approved.

    At this time, we do not plan to expand the out-of-the-box limit, as the current threshold meets the needs of most institutions while encouraging efficient configuration. However, we remain committed to accommodating specific needs through the existing request process."

  2. Combining searches from search history into a new search

    97 votes
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    26 comments  ·  Primo » User Functionality  ·  Admin →
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    Manu_Schwendener commented  · 

    Yael, maybe set this to "Closed" to free the votes?

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    Manu_Schwendener commented  · 

    Ex Libris statement about PENH-I-28340

    "Primo 2025 Enhancements cycle: This submission will not be included in the second ballot by the following Product Management statement:

    After internal discussions, including past considerations when this enhancement was raised in NERS, we've concluded that this request is extremely complex to implement.

    The main challenge lies in the variety of search scopes and tabs involved (e.g., blended, local, CDI, entire network, and deep search in Primo). Merging these into a single query presents significant technical and functional complications. Additionally, each search element—such as queries, facets, and filters—would need to be handled and reconstructed independently.

    Given the scope of changes required, as well as the high cost and risk involved, we will not be able to proceed with this enhancement.

    In addition to the reasons for rejections mentioned before:

    * High risk of query overload: Merging multiple saved searches—including their associated filters and facets—can easily result in overly long or complex queries that exceed Solr's processing limits. This may lead to degraded performance or 0 results returned.

    * Non-trivial facet logic conflicts: Saved searches often include different facet selections (e.g., multiple formats, date ranges, resource types). Merging these requires defining how to combine conflicting or overlapping filters—something that's not intuitive and prone to producing unexpected results.

    * Ambiguity in user intent: It's unclear whether merging should mean combining results (logical OR), narrowing them (logical AND), or applying some prioritization. Different users may expect different behaviors, making it hard to design a consistent and satisfying user experience.

    * Unsupported edge cases and fallbacks: Supporting all combinations of filters, keywords, scopes, and search types would introduce a high number of edge cases. Handling fallbacks gracefully (e.g., if facets don't exist in all merged contexts) adds significant complexity.

    * Disproportionate development cost vs. value: Given the above challenges, implementing this feature robustly would require major development effort for a feature likely to be used by a small subset of advanced users—many of whom may still find the results confusing or unreliable."

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    Manu_Schwendener commented  · 

    I think for this to work correctly, the patrons will need a way to turn FRBR off (https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/42531016-allow-patrons-to-disable-frbr-disable-frbr-in-ad).

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    Manu_Schwendener commented  · 

    PENH-I-28340, open for voting now.

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    Manu_Schwendener commented  · 

    NERS 8959, open for voting now.

    ---

    Update 2.4.2024: place 4 in NERS, round 1

  3. Alma Borrowing Request Note

    170 votes
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    3 comments  ·  RapidILL » Configuration  ·  Admin →
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    Manu_Schwendener commented  · 

    _Rapido_ CERV, now open for voting - please support this with as many votes as you can!

    RAENH-I-1276 The automatic transfer of Patron Notes on Borrowing requests to the Lending library

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    Manu_Schwendener commented  · 

    Please also vote here https://ideas.exlibrisgroup.com/forums/935112-rapido/suggestions/48756068-patron-notes-should-be-visible-for-the-lending-lib

    Manu_Schwendener supported this idea  · 

  4. User-defined favorite libraries that get preferential ranking in the Brief Display, the Get It section and Libraries facet

    1 vote
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    1 comment  ·  Primo » Primo VE  ·  Admin →
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    Manu_Schwendener commented  · 

    +1

  5. Display related holdings for monographs only for the 773 $w relation and not for the 8xx $w relation

    667 votes
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    23 comments  ·  Primo » Primo VE  ·  Admin →
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    Manu_Schwendener commented  · 

    Dear Yael, your last update was over a year ago. Any news?

    Kind regards
    Manu

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    Manu_Schwendener commented  · 

    (A similar problem, with another cause https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/41985421-possibility-to-disactivate-related-link-to-physica )

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    Manu_Schwendener commented  · 

    Another example of how this problem messes up our catalog:

    Publication format = Bilderbuch
    https://basel.swisscovery.org/discovery/search?query=genre,contains,Bilderbuch,AND&tab=UBS&search_scope=UBS&vid=41SLSP_UBS:live&mfacet=genre,include,Bilderbuch,1&lang=en&mode=advanced&offset=0

    I only want to see the ones from a particular library ->
    https://basel.swisscovery.org/discovery/search?query=genre,contains,Bilderbuch,AND&tab=UBS&search_scope=UBS&vid=41SLSP_UBS:live&facet=library,include,5504%E2%80%93112070590005504&mfacet=genre,include,Bilderbuch,1&lang=en&mode=advanced&offset=0

    But I get titles that UB Hauptbibliothek doesn't have, for example
    https://basel.swisscovery.org/discovery/fulldisplay?docid=alma9948041300105504&context=L&vid=41SLSP_UBS:live&lang=en&search_scope=UBS&adaptor=Local%20Search%20Engine&tab=UBS&query=genre,contains,Bilderbuch,AND&facet=library,include,5504%E2%80%93112070590005504&mode=advanced&offset=0

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    Manu_Schwendener commented  · 

    > In which cases the relation is correct

    Dear Yael

    For the display and functions of Fulfillment / Getit and facets in Primo, only this example is correct

    https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&search_scope=UBS&tab=UBS&docid=alma9964782120105504&lang=en&context=L

    it has a MARC field 773 $w

    773 0#$tPro Natura lokal Basel $g2015, Nr. 4, 31 S. $q2015/4/31 $gyr:2015 $gno:2015 $w(IDSBB)001400350DSV01

    ----

    All the other relations should only be visible under Details in the full record display. There they can be a link which leads to the other bib record, but no other function should be generated.

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    Manu_Schwendener commented  · 

    https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&search_scope=UBS&tab=UBS&docid=alma9972649195905504&lang=en&context=L

    Basel - UB Hauptbibliothek has this title.

    'Show more locations' shows me
    Basel - Uni Geschichte

    who do NOT have this title.

    -----

    https://basel.swisscovery.org/discovery/fulldisplay?docid=alma997632760105504&context=L&vid=41SLSP_UBS:live&lang=en&search_scope=UBS&adaptor=Local%20Search%20Engine&tab=UBS&query=any,contains,3518574701&sortby=date_d&facet=frbrgroupid,include,9082493689607880698&offset=0

    "Available at ... and other locations"

    This is not true. Only "Basel - Uni Philosophie" has it.

    ---

    This is the only case where we want to show "Locations for related titles":

    https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&search_scope=UBS&tab=UBS&docid=alma9964782120105504&lang=en&context=L

    773 0#$tPro Natura lokal Basel $g2015, Nr. 4, 31 S. $q2015/4/31 $gyr:2015 $gno:2015 $w(IDSBB)001400350DSV01

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    Manu_Schwendener commented  · 

    Dear Yael

    This is great to hear, thank you.

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    Manu_Schwendener commented  · 

    NERS 8781, open for voting now.

    Please vote to make our catalog less frustrating for our patrons.

    Manu_Schwendener supported this idea  · 

  6. Alma collections: Allow to add multiple titles from network zone

    24 votes
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    1 comment  ·  Alma » Collaborative Networks  ·  Admin →
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    Manu_Schwendener supported this idea  · 
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    Manu_Schwendener commented  · 

    The ability to add logical sets from the NZ to our local search scope would be great for us.

  7. Make it possible to add single titles from other sources than the IZ to Collection Discovery

    61 votes
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    2 comments  ·  Alma » Resource Management - General  ·  Admin →
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    Manu_Schwendener commented  · 

    This is possible by now for single titles.

    For sets, see this follow up: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/49922184-alma-collections-allow-to-add-multiple-titles-fro

  8. Visualization of Analytical Bibliographic Data in PrimoVE.: Correct Sorting of Parts

    317 votes
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    15 comments  ·  Primo » Primo VE  ·  Admin →
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    Manu_Schwendener commented  · 

    A newer example:

    How it looks
    https://basel.swisscovery.org/discovery/fulldisplay?docid=alma9972804964005504&context=L&vid=41SLSP_UBS:live&lang=en&search_scope=UBS&adaptor=Local%20Search%20Engine&tab=UBS&query=any,contains,9972804964005504&sortby=date_d&facet=frbrgroupid,include,9061985793356618561&offset=0

    How it should look:
    https://www.merianverlag.ch/.imaging/cmv-w1200h1200-jpg-90/dam/268bd2a3-ebb5-443a-ab71-18922dd46aa0/SGB-Buchreihe-2289_1Ebene.jpg

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    Manu_Schwendener commented  · 

    Dear Yael, could we get an update on this?

    Thank you and kind regards
    Manu

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    Manu_Schwendener commented  · 

    For comparison see https://swisscollections.ch/Record/991057940819705501?sid=126841 (Alice's example), scroll to and open "Hierarchy / Context"

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    Manu_Schwendener commented  · 

    List of fields for which this change should be made. Others please add if something is missing.

    MARC 21:

    773 for analytica
    - my example from July 12, 2024 on this page
    https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&search_scope=UBS&tab=UBS&docid=alma9972771758805504&lang=en&context=L
    $gNo. 8 (2023) $gyr: 2023 $gno: 8

    Add the first $g in front of the title of the child entry:
    No. 8 (2023) Fashion

    Use the more normalized $g subfields for sorting

    - Alice Robinson's example from April 2, 2022 in the older idea exchange entry
    https://uzb.swisscovery.slsp.ch/discovery/fulldisplay?vid=41SLSP_UZB:UZB&docid=alma990047977300205508&lang=en&context=L

    - https://basel.swisscovery.org/discovery/fulldisplay?docid=alma9955887260105504&context=L&vid=41SLSP_UBS:live&lang=en&search_scope=DiscoveryNetwork&adaptor=Local%20Search%20Engine&tab=DiscoveryNetwork&query=title,exact,Archaeological%20and%20anthropological%20sciences,AND&sortby=date_d&facet=frbrgroupid,include,9026403568595991092&mode=advanced&offset=0

    => If there is a $q, use that for sorting (but the first $g for display)
    Example
    $gVolume 12, Number 2 (2020), 60 $gyr:2020 $gno:12 $q12/2/2020/60

    ---

    800 when the parent title has an author in field 100
    - the Brecht example in post 1
    https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&search_scope=UBS&tab=UBS&docid=alma993707790105504&lang=en&context=L&isFrbr=true
    - from an inquiry I got today:
    https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&tab=UBS&docid=alma996830890105504&lang=en&context=L

    ---

    810 when the parent title has a corporate name as author in field 110
    https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&tab=UBS&docid=alma9970764540105504&lang=en&context=L

    ---

    811 when the parent title has a congress name as author in field 111
    https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&tab=UBS&docid=alma9972827070905504&lang=en&context=L

    ---

    830 when the parent title doesn't have a 1xx field. This is the most common case = Series
    Example https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&tab=UBS&docid=alma991036390105504&context=L

    ---

    From the older thread (https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/42926031-number-and-sort-the-volumes-in-multi-volume-works), posted May 28, 2024:

    CNMARC field 200 subfield $h

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    Manu_Schwendener commented  · 

    Here's another exmple
    https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&search_scope=UBS&tab=UBS&docid=alma9972771758805504&lang=en&context=L

    How it looks:

    Related titles
    Units : Construction
    Units : Decoration
    Units : Fashion
    Units : Interiors
    Units : Resources
    Units : The plant-based issue

    [as long as it's alphabetical, "The" should not be used for sorting]

    How it should look:

    No. 4 (2021) The plant-based issue
    No. 5 (2021) Decoration
    No. 6 (2022) Resources
    No. 7 (2022) Construction
    No. 8 (2023) Fashion
    No. 9 (2023) Interiors

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    Manu_Schwendener commented  · 

    NERS 8869, open for voting now.

    Rephrased for better understanding:

    Related titles in Primo VE bib display: sort by enumeration

    When records have bib-to-bib relationships via 76X-78X and 8XX, the list of related titles is displayed in the Details section of the series/host record. The list is currently sorted alphabetically by the title of the related bib.
    Instead, we would like to be able to configure Alma so that Related Titles are sorted logically by sequence or volume.

    For example, the current display is:
    Analyzed Title A vol. 3
    Analyzed Title B vol. 1
    Analyzed Title C vol. 2.

    We would like this sorted by volume instead:
    Analyzed Title B vol. 1
    Analyzed Title C vol. 2
    Analyzed Title A vol. 3

    When related via field 773, titles should be sorted by $q (enumeration).
    For all other related fields 76X-78X, titles should be sorted by $g (related parts).
    8XX fields should be sorted by $v (volume/sequence).

    How it looks at the moment:
    https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&search_scope=UBS&tab=UBS&docid=alma993707790105504&lang=en&context=L

    How it should be looking:
    https://www.suhrkamp.de/werkausgabe/bertolt-brecht-werke-grosse-kommentierte-berliner-und-frankfurter-ausgabe-30-baende-in-32-teilbaenden-und-ein-registerband-leinen-w-17

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  9. Any change to a role, or addition of a role, or replacement of a role, should be called out in release notes in a separate (or additional) s

    11 votes
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    2 comments  ·  Alma » User Management  ·  Admin →
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  10. Consortia environment: inheritance for open access collections

    37 votes
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  11. new bibliographic releases in primo

    3 votes
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    1 comment  ·  Primo » Primo VE  ·  Admin →
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    Manu_Schwendener commented  · 

    Plus 19 votes from https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/43494663-new-records-facet-according-to-inventary-record

  12. Search possibilities as "Received X weeks ago" or "Available X weeks ago"

    155 votes
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    3 comments  ·  Alma » Resource Management - Physical  ·  Admin →
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    Manu_Schwendener commented  · 

    > populating new book lists in our Discovery Collections

    Yes, exactly

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    Manu_Schwendener commented  · 

    > for the Collection Discovery feature

    There's the facet group "New records" in Primo, with "last week", "last month" and "last three months", but they can't be used to build a set that then populates the logical collection.

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  13. Hide Rapido tile with availability by the borrowing library

    19 votes
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    2 comments  ·  Rapido » Configuration  ·  Admin →
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  14. Differentiate Rapido Physical Offer

    18 votes
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  15. Primo VE customize logo tooltip/description

    11 votes
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    2 comments  ·  Primo » Primo VE  ·  Admin →
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    Manu_Schwendener commented  · 

    I agree that if you add a link behind your logo, you should also be able to describe where the link will lead.

    > half the users expected the logo to go back to the main Primo VE search landing
    > page rather ... (as many libraries have configured)

    This is the default - when you don't put an external URL behind the logo - and doesn't need configuration.

  16. Fix Defect: Advanced Search date filter

    47 votes
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    13 comments  ·  Primo » Primo VE  ·  Admin →
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    Manu_Schwendener commented  · 

    This should be fixed
    https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2025/010Primo_VE_2025_Release_Notes?mon=202504BASE

    "April 2025 SF: 05305640, 05310473, 05319841, 05328486, 05330867, 06027317,06259460, 06755228, 06877607, 06989963, 07214655, 07807403
    When filtering by a specific date (with months) in Advanced Search, out-of-range records are returned. This has been fixed."

  17. Improve Primo Search Algorithms

    425 votes
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    Manu_Schwendener commented  · 

    You can activate stemming, which I personally loathe because it shows results that don't contain my search terms.

    https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/160Linguistic_Features_for_Primo_VE#Stemming

  18. "Make Embase available in CDI"

    3 votes
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  19. NZ/IZ linking in consortia

    133 votes
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    1 comment  ·  Primo » Primo VE  ·  Admin →
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    Manu_Schwendener commented  · 

    What Jahn describes above leads to the following strange situation in our IZ, which is part of the same consortium.

    We have deduplication deaktivated in our view.

    In some cases, a link from 776 is created automatically, and works as expected

    This print title https://basel.swisscovery.org/discovery/fulldisplay?docid=alma998305080105504&context=L&vid=41SLSP_UBS:live&lang=en&search_scope=UBS&adaptor=Local%20Search%20Engine&tab=UBS&query=any,contains,education&facet=tlevel,include,available_p&facet=rtype,include,journals&offset=0

    shows a link “Available in other form“, which links to this online version
    https://basel.swisscovery.org/discovery/fulldisplay?vid=41SLSP_UBS:live&search_scope=UBS&tab=UBS&docid=alma9972335550005504&lang=en&context=L&adaptor=Local%20Search%20Engine&query=any,contains,education&facet=tlevel,include,available_p&facet=rtype,include,journals&offset=0

    The field responsible for this is a 776 $t
    https://basel.swisscovery.org/discovery/sourceRecord?vid=41SLSP_UBS:live&docId=alma998305080105504&recordOwner=41SLSP_NETWORK

    776 08$iErscheint auch als Online-Ausgabe $tAnthropology & education quarterly

    ---

    In many cases, we add a $x to the 776 field
    https://ubs.swisscovery.slsp.ch/discovery/fulldisplay?vid=41SLSP_UBS:live&search_scope=UBS&tab=UBS&docid=alma99972970105504&lang=en&context=L

    776 08$iErscheint auch als $nOnline-Ausgabe $tRecht $x2504-1487

    As we're in a consortium, all IZs see the same 776 fields. But that link only works in the IZs which _have_ the online version with ISSN 2504-1487.

    What I would expect: that there is a check for this, and the link is not active, but the information stays visible, when the value in $x does not exist in the same IZ.

    (Or, if that is not possible: 776 is hidden when the value in $x does not exist in the same IZ.)

    What acutally happens: if no link via $x is possible, a title search is started.

    Which leads to unusable results. Which means we had to suppress the display of all 776 with $x, also in the IZs where the link would work correctly.

    This is an unsatisfying situation.

  20. Share on social media: add Mastodon and Bluesky

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    6 comments  ·  Primo » User Interface  ·  Admin →
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    Manu_Schwendener commented  · 

    > Bluesky = priority

    Yes, also for me.

    An error occurred while saving the comment
    Manu_Schwendener commented  · 

    Bluesky logo files https://drive.google.com/drive/folders/16mlJPfWNnc6jj-3vGZ88SFysIY13GBp0 , via https://bsky.social/about/blog/press-faq

    If there are difficulties for Bluesky, try contacting them on Github https://github.com/bluesky-social/social-app/issues or @ https://bsky.app/profile/pfrazee.com

    Manu_Schwendener supported this idea  · 
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