Primo Classic and Primo VE Roadmap Highlights: 2025 - 2026
Overview
This roadmap previews what is planned for 2025 and what is expected to become available in the first and second half of the year for Primo VE and Primo Classic. In addition, we are adding a glimpse of areas we are looking to add in the first half of 2026. The roadmap is based on community feedback, ideas from the Idea Exchange, CERV-voted enhancements, and strategic enhancements that serve longer-term goals. This published roadmap focuses on the highlights. We may add other development items over time, which will appear in the release notes.
The information below represents our primary planned development. Roadmap items are listed by category and timeline, followed by additional details. If the feature development and design are incomplete, details will be available closer to release.
As we work closely with the Primo Working Group while designing enhancements, we will share prototypes, workflows, and additional details to deliver more relevant information to the community.
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The content on this page is informational and may be subject to change without prior notice at Ex Libris' sole discretion.
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All features are planned for Primo VE. Those also included with Primo Classic are marked.
The Next Discovery Experience
We will continue to enhance the Next Discovery Experience (NDE), focusing on the following key areas:
In 2025, we will roll out the improved NDE User Interface to enhance patron usability and interactions. We will also further develop the existing Linked Open Data and Research Assistant features. Additionally, the new Engagement Analytics tool will empower libraries to gain actionable insights into user behavior and content usage, leading to more informed decision-making. For more details, please see the sections below.
Related Information
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2025 Primo and Primo VE Roadmap Highlights (February 2025) – YouTube, PDF (Coming soon...)
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What’s New with Primo VE (February 2025) – YouTube, PDF (Coming soon...)
Highlights by Category
The planned developments are organized by category. For additional details regarding a development, select its link:
User Experience (UI and functions):
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Linked Open Data – Support for data sources in additional languages
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Linked Open Data – Expand Connection with Additional Entity Types
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Patron Default Sort (Both Primo VE and Primo Classic)
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Research Assistant – Support adding custom institutional “How to Cite” instructions
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Integration with Document Insights (powered by PQ Research Assistant)
Search, Ranking, and CDI Data:
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Mark titles as suppressed if they do not have inventory and do not have relations
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CDI Subject Headings and Keywords Normalization Refinements – cont. (Both Primo VE and Primo Classic)
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Upgrade Melingo – Hebrew Search plugin
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New secondary resource type for In Press/Online First articles
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Ongoing improvements
Library Empowerment – New Tools and Configurations to Expose Library Resources:
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DEI Term Tool Enhancements (Both Primo VE and Primo Classic)
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Open the OTB Normalizations for facets and search to customers
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Allowing flexibility with Shared Digital materials in consortia
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Consortia Management Dashboard - Local and Display Fields Management and Distribution
Ongoing Accessibility – As part of our continuous effort to comply with the Web Content Accessibility Guidelines 2.1 (Level A and AA), you find accessibility roadmap which include list of issues to resolve in the upcoming year. More details can be found in Primo Accessibility Statement.
Accessibility for NDE – We are making ongoing efforts for accessibility in the NDE:
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Deque is providing accessibility annotations on prototypes that we are implementing during development.
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Working with Deque for agile accessibility testing of components
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The NDE is developed using the Angular Material framework, designed with accessibility best practices in mind. Angular Material supports WCAG (Web Content Accessibility Guidelines) standards, ARIA (Accessible Rich Internet Applications) attributes, and keyboard navigation.
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An audit based on WCAG 2.2 criteria is planned for February, and we anticipate an initial version of the VPAT will be published in May 2025 as part of the general release for NDE.
Highlights by Timeline
The following table lists the planned developments by timeline. For additional details regarding a development, select its link.
Additional Details
Linked Open Data – Support Additional Vocabularies
What's New? | Highlights | Impact |
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Enhanced connections between bibliographic records to Persons based on additional vocabularies beyond Library of Congress. |
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Linked Open Data - Support for Data Sources in Additional Languages
What's New? | Highlights | Impact |
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Support displaying data in the Person page and other person-related interfaces in the user's interface language. |
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Linked Open Data - Using ORCID ID in CDI
What's New? | Highlights | Impact |
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Strengthened Linked Open Data functionality using ORCID ID integration. |
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Linked Open Data – Expand Connection with Additional Entity Types
CERV Enhancement #8126
What's New? | Highlights | Impact |
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Expanded Linked Open Data to include new entity types beyond the Person entity type. |
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Consortia Management Dashboard - Label Distribution by Row
What's New? | Highlights | Impact |
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Central office administrators will have the ability to distribute labels to member institutions on a row-by-row basis. |
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Consortia Management Dashboard - Local and Display Fields Management and Distribution
What's New? | Highlights | Impact |
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Central office administrators can manage Local and Display fields from a single, centralized interface and distribute fields’ Normalization Rules seamlessly. |
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DEI Term Tool Enhancements
CERV Enhancement #9021 - (Both Primo VE and Primo Classic)
What's New? | Highlights | Impact |
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The DEI Term Tool will be enhanced with the following functionalities: wildcard support for broader search capabilities, the ability to substitute terms instead of removing them, and an option to flag items as DEI-sensitive for improved identification. |
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Enhanced efficiency in managing DEI-sensitive content, streamlined workflows, and improved inclusivity. |
Patron Default Sort
CERV Enhancement #8810 - (Both Primo VE and Primo Classic)
What's New? | Highlights | Impact |
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Users will now have the ability to change their default sorting preference, ensuring a personalized search experience tailored to their needs. |
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Allow Flexibility with Shared Digital Materials in Consortia
What's New? | Highlights | Impact |
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Currently, when institutions within a network share their digital assets, these resources are included in both the network scope and the individual institution’s scope. This means that smaller institutions often see many records within their local scope that are not their own, which can clutter their data. This enhancement will allow institutions to exclude shared digital resources from their local institution scopes, improving the clarity of their own records. |
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Integration with Document Insights (Powered by ProQuest Research Assistant)
What's New? | Highlights | Impact |
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For customers that are subscribed to relevant ProQuest collections, will be able to get insights and key takeaways of the document, powered by the ProQuest Research Assistant. |
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Natural Language Search
What's New? | Highlights | Impact |
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Addition of natural language search capabilities within the Primo VE NDE search interface. |
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Research Assistant - Support Refined Search
What's New? | Highlights | Impact |
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Enhanced search capabilities in Primo Research Assistant with refined search options. |
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Research Assistant – Support Custom Institutional “How to Cite” Instructions
What's New? | Highlights | Impact |
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Introduction of a "How to Cite" icon for Primo Research Assistant responses. |
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Research Assistant - Conversational Follow-Up Questions
What's New? | Highlights | Impact |
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Introduction of conversational capabilities to Primo Research Assistant. |
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Research Assistant - Include Local Records
What's New? | Highlights | Impact |
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Expansion of Primo Research Assistant's data sources to include local records from Alma. |
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Thai Language Support
What's New? | Highlights | Impact |
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Thai language Index and Search support. |
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Snippets for Local Record's Full Text
What's New? | Highlights | Impact |
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Display “snippets” on records within the search results indicating keyword matches, based on indexed full text of local records. |
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Collection Discovery over CDI Records
Idea Exchange
What's New? | Highlights | Impact |
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Expand Collection Discovery beyond Alma bib records and external records. |
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Better manage and expose what is most relevant. |
Automated Suppression of Bibliographic Records with No Inventory and Relations
CERV Enhancement #8182
What's New? | Highlights | Impact |
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It will be possible to automatically suppress bibliographic records from Primo VE, if they do not have available inventory and do not have relations. |
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A streamlined process for suppressing bibliographic records when there is no available inventory ensures that the catalog remains accurate, displaying only currently available resources in discovery. Excluding bibliographic records that are part of a relation avoids broken links. |
CDI Subject Headings and Keywords Normalization Refinements – Continued
(Both Primo VE and Primo Classic)
What's New? | Highlights | Impact |
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Review and refine subject subdivision application. |
Integrate community feedback regarding the handling and application of subject subdivision during the normalization process. |
Improve discovery, faceting and display using the CDI normalized subject headings. |
New Secondary Resource Type for In Press/Online First Articles
(Both Primo VE and Primo Classic)
What's New? | Highlights | Impact |
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Augment qualifying records with a new secondary resource type. |
Display an “online first” secondary resource type for articles that have been accepted but not yet assigned to specific journal articles. |
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Book Review Identification Improvements
(Both Primo VE and Primo Classic)
What's New? | Highlights | Impact |
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Increase success rate in accurate identification of book review content. |
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New Top Level Facet - Available on Shelf
CERV Enhancement #8756
What's New? | Highlights | Impact |
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Introducing a new top-level facet, “Available on Shelf”, in Primo VE. This facet goes beyond the existing “Held by Library” facet by not only displaying items physically held by the library but also reflecting their current availability on the shelf based on the calculation of items’ status. It provides users with a more accurate view of accessible physical resources in real-time. |
This configuration will be limited to the Institution Zone (IZ) level holdings. In addition, calculation of the availability will not be based on items policies.
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Improved Search Experience with more flexibility to narrow results to your needs. |
Advanced Search - Enhanced Title Exact Matching
CERV Enhancement #8871
What's New? | Highlights | Impact |
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Enhanced the Advanced Search exact matching for titles, allowing results to be retrieved for either:
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Improved Search Experience with more flexibility to match the results to your needs. |
Add A-Z to Database and Journal Searches
CERV Enhancement #8760
What's New? | Highlights | Impact |
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Adding to the Database/Journal Search page an A-Z navigation bar directly under the search box, allowing users to quickly browse databases/journals starting with the selected letter or number (0-9). |
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Improved Search Experience with more flexibility to match the results to your needs. |
Support for Dublin Core Application Profiles (DCAP) in Discovery
What's New? | Highlights | Impact |
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Institutions using DC Application Profiles can leverage their defined custom DC fields for display, search and facets in Discovery. |
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Better manage and expose what is most relevant. |
Open Out-of-the-Box Normalizations for Facets and Search (Proof of Concept)
What's New? | Highlights | Impact |
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Primo VE will provide flexibility to custom-specified out-of-the-box fields for search and facet. |
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Better manage and expose what is most relevant. |
Next Discovery Experience User Interface (NDE UI)
What's New? | Highlights | Impact |
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Launching in 2025, the NDE UI offers a modern, streamlined interface that improves usability and accessibility for discovering and engaging with library resources. Ensuring users can quickly and efficiently find relevant information. Institutions can begin planning their transition to the NDE UI from the second half of 2025. |
NDE UI – General Release will include the following:
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User Engagement Analytics - Mixpanel
What's New? | Highlights | Impact |
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Launching the new Analytics Platform with Mixpanel. As part of the NDE, we are introducing an advanced analytics platform powered by Mixpanel, designed specifically for the NDE UI. Mixpanel provides dynamic and interactive insights into user activities, enhancing engagement and enabling data-driven decision-making. |
With the General Release of the NDE UI, each institution transitioning to the NDE UI in production will utilize Mixpanel as the new platform for User Engagement Analytics.
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Empower institutions to make informed decisions and optimize library services by providing deeper insights into user behavior, dynamic reporting, and customizable dashboards |