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    5. Primo VE Roadmap Highlights: 2026 - 2027

    Primo VE Roadmap Highlights: 2026 - 2027

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    1. Overview
    2. Related Information
    3. Highlights by Category
    4. Highlights by Timeline
    5. Additional Details
      1. Allow Flexibility with Shared Digital Materials in Consortia
      2. Improve Handling of Related Records
      3. Sort Online Services by Current Access 
      4. Research Assistant: Conversational Follow-up Questions
      5. Embedding Research Assistant Elements Inside Primo Search
      6. Research Assistant and Local Records  
      7. Research Assistant: Improved Display of Search Filter Options 
      8. Linked Data: Support External and Internal Records Based on Authority Identifier
      9. Linked Data: Add Source Beyond LC - GND
      10. Library Facet Should Include Electronic Resources 
      11. Need Efficient Way to Test Discovery Norm Rules 
      12. Authority Search Fields Configuration
      13. FRBR Preferred Record — Priority List Based on Availability
      14. Linked Open Data: Including CDI Records
      15. Map Widget — Based on Authority's Coordinates
      16. Custom Normalization Rules for Key Search Fields
      17. NDE Landing Page Editing via Alma Configuration
      18. Integrating Web of Science Data Insights into Primo
      19. Support the Use of Wildcards in Phrase Searching with Quotation Marks
      20. Compact View for Brief Results
      21. Enrich Brief Results with Altmetric
      22. Omit the Proxy Prefix at the Primo Collection Level
      23. Include Accessibility Metadata in Display and Filters
      24. Refine Peer-Reviewed Designation
      25. Similarity Carousel of Digital Content (for Specto Customers)
      26. Archive Collection Representation
      27. View Level Parameters Distribution
    Last Updated: January 4, 2026

    Overview

    The Primo VE roadmap provides a preview of of what is planned for 2026 and what is expected to become available in the first and second half of the year.Additionally, we are providing a glimpse of areas we are looking at for the first half of 2027. 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 when available. If feature development and design are not complete, details will be available closer to release. 

    As we work closely with the Primo Working Group while designing some some enhancements, we’ll deliver more relevant information to the community by sharing prototypes, workflows, and additional details.

    In 2026, with the NDE UI (Next Discovery Experience) available to all customers, our focus will be on supporting onboarding and go-live activities. We will continue delivering NDE UI functionalities as outlined in the published feature plan, while prioritizing customer feedback and issue resolution for institutions transitioning to the NDE UI.

    • The content on this page is informational and may be subject to change without prior notice at Clarivate's sole discretion.
    • UI enhancements and non-critical fixes will be applied to the NDE UI rather than to the original UI. This prioritization ensures that efforts are focused on the interface that will serve all Primo VE customers going forward.
    • Starting in 2026, Primo Classic (BO) updates will be delivered annually, focusing on security and system stability.

    Related Information

    • 2026 Primo VE Roadmap Highlights — register here for the upcoming roadmap webinar on January 28

    Highlights by Category

    The planned developments are organized by category. For additional details regarding a development, select its link:

    User Experience (UI and functions):

    • Embedding Research Assistant elements inside Primo search
    • Linked Data: Support external and internal records based on Authority identifier
    • CERV #36385 - Allow Online Services Order to sort by current access
    • FRBR preferred record - priority list based on availability
    • Integrating Web of Science Data Insights into Primo
    • Linked Data: Add source beyond LC – GND
    • Linked Data: Including CDI records
    • Primo Research Assistant: Improved Display of Search Filter Options
    • Map widget - based on Authority's coordinates 
    • Similarity carousel of digital content (for Specto customers)
    • Accessibility Metadata in Display and Filters
    • Improve integration with Esploro:
      • Deduplicate Esploro and other Primo VE Local Records
      • Enable Records from Esploro to Get Alma-P Delivery Options

    Search, Ranking, and CDI Data:

    • Natural Language Search – ongoing improvements
    • CERV #28298: Support the use of wildcards in phrase searching with quotation marks
    • CERV #28362: Research Assistant and local records
    • Library Facet should include electronic resources
    • Omit the Proxy Prefix at the Primo Collection Level
    • Refine Peer-Reviewed Designation
    • Improve Handling of Related Records
    • Upgrade the Melingo (Hebrew Search plugin) both in CDI and Primo VE to improve search accuracy and tuning

    Library Empowerment – New Tools and Configurations to Expose Library Resources:

    • CERV #28360: NDE Landing Page Editing via Alma Configuration
    • CERV # 28330: Need efficient way to test discovery norm rules
    • Custom Normalization Rules for Key Search Fields
    • Authority Search fields configuration
    • Archive Collection Representation

    Consortia:

    • Allow flexibility with Shared Digital materials in consortia
    • View level parameters distribution

    Next Discovery Experience - NDE UI – Focus and Priorities:

    In 2026, we will continue to deliver functionalities as published on the Go NDE – Available Features page, ensuring all features are ready and available for use.

    The NDE timeline is as follows:

    • 2026-2027 —  Mass Onboarding: Institutions plan and execute their transition to the NDE UI, supported by onboarding resources, documentation, and training from Go NDE.
    • January 2028: NDE UI Exclusive: Exclusive UI for Primo VE, following the gradual sunset of the original UI.

    Our focus will include:

    • Support onboarding customers by prioritizing go-live institutions, addressing feedback, and resolving issues to ensure a smooth transition in 2026.
    • Provide additional training, documentation, and cohort programs to support a smooth transition.
    • Listen to community feedback and user testing, incorporating NDE ideas that have been added to the planned roadmap.
    • Suggest a configuration-first approach over customization for complex workflows. For example, editing landing page (see CERV 28360) or extending request forms by adding more configuration. Additional options can be considered based on feedback.
    • Ensure compliance with accessibility standards and address identified issues (see Primo Accessibility Statement | Clarivate).
    • Delivering new functionalities on top of the NDE UI, which will be the primary interface for Primo VE.

    Accessibility:

    As part of our ongoing commitment to compliance with Web Content Accessibility Guidelines (WCAG) 2.2, Level A and AA, two accessibility audit rounds were conducted for the NDE UI in 2025. For more details, see the full Accessibility Compliance Report for NDE UI (VPAT 2.5 and WCAG 2.2).

    In the upcoming year, we plan to:

    • Address the issues identified in these audits, along with additional findings from customer feedback and internal testing
    • Share and update the status of the identified issues in the Known Issues Portal
    • Conduct an additional audit in Q2 2026 to review enhancements delivered after the NDE UI General Release (Nov 2025) and validate the resolution of reported issues
    • Update the VPAT based on audit findings
    • Enrich accessibility customization guidelines

    We are committed to accessibility in both the original interface and during the transition to the NDE UI. All reported accessibility issues are reviewed and prioritized. While the original interface is mature and has undergone multiple external audits, we continue to address issues there as well. Some gaps are resolved more effectively in the NDE UI due to its updated design and advanced accessibility framework. See the Known Issues portal for details on both interfaces.

    In addition, as part of the project to enrich content with accessibility metadata, Primo will enable users to filter and identify resources by accessibility indicators. Read more about content enrichment here, and Inlcude Accessibility Metadata in Display & Filters.

    Analytics:

    With the NDE UI General Release, institutions will use Mixpanel for advanced user engagement analytics. In the coming year, we will support customer onboarding and adoption of Mixpanel. As new enhancements are delivered in the NDE UI, we will continue to add and update events sent to Mixpanel, and provide additional training and help institutions make effective use of analytics.

    Existing OBI Analytics will remain as historical analytics for institutions transitioning to the NDE UI, while continuing to support stability for those using the original UI.

    Highlights by Timeline

    The following table lists the planned developments by timeline. For additional details regarding a development, select its link.

    2026 H1 2026 H2 2027 H1
    • CERV #36385: Allow Online Services Order to sort by current access
    • FRBR preferred record - priority list based on availability
    • CERV #28360: NDE Landing Page Editing via Alma Configuration
    • CERV #28330: Need efficient way to test discovery norm rules
    • Allowing flexibility with Shared Digital materials in consortia
    • Research Assistant: Improved Display of Search Filter Options
    • Omit the Proxy Prefix at the Primo Collection Level
    • Refine Peer-Reviewed Designation
    • Map widget - based on Authority's coordinates
    • Similarity carousel of digital content (for Specto customers)
    • Improve Handling of Related Records
    • Upgrade the Melingo (Hebrew Search plugin) both in CDI and Primo VE to improve search accuracy and tuning
    • Integrating Web of Science Data Insights into Primo
    • Linked Data: Support external and internal records based on Authority identifier
    • Authority Search fields configuration
    • Custom Normalization Rules for Key Search Fields
    • CERV #28298: Support the use of wildcards in phrase searching with quotation marks
    • CERV # 28362: Research Assistant and local records
    • Library Facet should include electronic resources
    • Omit the Proxy Prefix at the Primo Collection Level
    • Embedding Research Assistant elements inside Primo search
    • Archive Collection Representation
    • View level parameters distribution
    • Deduplicate Esploro and other Primo VE Local Records
    • Enable Records from Esploro to Get Alma-P Delivery Options
    • Linked Open Data: Add source beyond LC – GND
    • Linked Open Data: Including CDI records 
    • Compact view for brief results
    • Accessibility Metadata in Display and Filters
    • Research Assistant- Conversational follow-up questions

    Cross year activities

    • NDE UI – Focus and Priorities
    • Accessibility
    • Analytics
    • Natural Language Search – ongoing improvements

    Additional Details

    Allow Flexibility with Shared Digital Materials in Consortia

    Collaborative Networks Indicator

    What's New? Highlights Impact
    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.
    • Streamlined management of shared resources within consortia
    • Ability to exclude shared resources from local institution scopes, reducing clutter for smaller institutions
    • Improved resource management and data clarity for consortia institutions, especially smaller ones
    • Enhanced control over the visibility of shared resources, ensuring that only relevant data appears in local institution scopes

    Improve Handling of Related Records

    What's New? Highlights Impact
    ​​Introduces new logic for handling linked record relationships, making the “Contains” relation more accurate in Alma and Primo. 
    • Accurate “Contains” logic for linked records
    • Holdings shown only for relevant relationships
    • Clear distinction between relation display and functional use in GetIt/ViewIt.
    Libraries benefit from improved resource discovery and a better user experience. Holdings are displayed only where appropriate, reducing confusion and ensuring location-based filtering works correctly. This change provides transparency, consistency, and reliability in how related records are presented and used.

    Sort Online Services by Current Access 

     CERV CERV Enhancement (ID #36385)

    What's New? Highlights Impact
    Sorting of full text services by current access will be supported. This sorting option will be configurable. "Current access" refers to availability that includes the current year, as determined by the portfolio’s coverage and embargo settings. Prioritizing services with current access will help end users quickly find the link most likely to provide the content they need.

    Research Assistant: Conversational Follow-up Questions

    What's New? Highlights Impact

    Introduction of conversational capabilities to Primo Research Assistant.

    • Support for follow-up questions and context retention
    • Improved query refinement based on previous responses
    • More intuitive and user-friendly research experience
    • Deeper exploration of topics through continuous dialogue
    • Reduced need for repetitive query formulation

    Embedding Research Assistant Elements Inside Primo Search

    What's New? Highlights Impact

    Gradually evolve the Primo search experience by bringing Research Assistant and natural-language capabilities closer to the main Primo search, reducing reliance on separate entry points.

    • Incremental introduction of Research Assistant elements within the primary Primo search flow.
    • Support for natural-language queries directly in the main search box where appropriate.
    • Intelligent identification of queries that may benefit from AI-assisted responses.
    • Final behavior and scope will be designed to ensure a sustainable, performant, and responsible experience.
    • Provides a more seamless and intuitive discovery journey for users.
    • Enables institutions to benefit from AI capabilities while maintaining reliability and control.

    Research Assistant and Local Records  

    NERS2.png CERV Enhancement #28362

    What's New? Highlights Impact
    Expansion of Primo Research Assistant's data sources to include local records from Alma
    • Integration of local Alma records into Research Assistant's knowledge base
    • Seamless combination of CDI and local content in AI-generated responses
    • More comprehensive and tailored research assistance
    • Increased value of institutional resources in AI-driven research

    Research Assistant: Improved Display of Search Filter Options 

    What's New? Highlights Impact
    Search filter options are more obvious in the Research Assistant user interface
    • Users can more easily identify and apply search filters in their research
    • Option is no longer “hidden” behind vague icon
    • Draws users’ eyes to the search filters and encourages use
    • More satisfying user experience

    Linked Data: Support External and Internal Records Based on Authority Identifier

    What's New? Highlights Impact
    Enable Primo VE to match bibliographic records to Linked Data entities using an explicit Authority Identifier (e.g., LC, GND), rather than relying solely on the linkage on the CZ authority. This expands Linked Data enrichment to both local Alma records and external sources.
    • Introduces a dedicated field to store Authority Identifier explicitly.
    • Supports matching against Authorities Storage based on LC (or LC in later stage).
    • Eliminates dependency on Alma’s internal CZ-based linking logic.
    • Applies uniformly to Alma local records and externally sourced bibliographic data.
    • Broader and more consistent Linked Data coverage across all records.
    • Enriched discovery experience with more complete Person/Organization/Location entities.
    • Improved accuracy and reliability of authority-based linking.

    Linked Data: Add Source Beyond LC - GND

    What's New? Highlights Impact
    Extend Linked Data enrichment in Primo VE to support GND identifiers in addition to LC identifiers, enabling broader and more accurate entity linking.
    • Adds support for consuming GND authority data from the Alma CZ.
    • Allows matching of Linked Data entities using either LC or GND identifiers.
    • Improves alignment for records enriched with European authority standards.
    • Significantly expanded Linked Data coverage for institutions using GND or mixed authority workflows.
    • Better representation of German-language and European creators, subjects, and organizations.
    • Enhances user discovery experience in multilingual and international collections.

    Library Facet Should Include Electronic Resources 

    What's New? Highlights Impact
    Introduce a new facet that represents library collections across both physical and electronic inventory, expanding beyond the current physical-only Library facet.  
    • Extends the existing Library facet to include electronic resources in addition to physical holdings.
    • Uses the same logic as “Available Online” (inventory = E) to identify electronic items.
    • Patrons see all library-owned resources, avoiding confusion when electronic items are missing from Library facet results.
    • Enables institutions to represent mixed physical + electronic collections accurately.

    Need Efficient Way to Test Discovery Norm Rules 

     CERV CERV Enhancement (ID #28330)

    What's New? Highlights Impact
    Allow staff to upload and persist a small set of sample for testing External Normalization Rules, select a specific record from a dropdown, and run iterative tests without re-uploading each time.
    • Support upload of a single file containing up to 20 records per format.
    • Automatically split and store individual records, similar to the import profile behavior.
    • New dropdown listing all uploaded records by title.
    • Persist the uploaded file and records until explicitly removed.
    • Streamlines iterative testing of normalization rules
    • Reduces repetitive manual upload/copy-paste steps and saves significant staff time.
    • Makes it easier to reuse the same test set, improving consistency.
    • Encourages more thorough testing of NR changes, lowering the risk of regressions in production discovery behavior.

    Authority Search Fields Configuration

    What's New? Highlights Impact
    Introduce configuration options for Authority Search fields, allowing institutions to control which fields/subfields appear on the Authority search, and how labels and punctuation are handled.
    • Configuration of which authority fields and subfields are displayed in the Authority full-record page.
    • Ability to customize field labels for improved clarity and localization.
    • Review and fine-tune existing punctuation rules (currently hard-coded).
    • Libraries gain deeper control over how authority data is presented in Primo VE

    FRBR Preferred Record — Priority List Based on Availability

    What's New? Highlights Impact
    Allow institutions to define a priority order for preferred record selection based on availability types (Physical, Electronic, Digital), rather than choosing only one availability type.
    • Replaces the single “Availability” option of the FRBR Preferred Record selection with three criteria: Availability – Physical, Availability – Electronic, Availability – Digital.
    • Improves usability and relevance of FRBR preferred record selection

    Linked Open Data: Including CDI Records

    What's New? Highlights Impact
    Expand Primo VE Linked Open Data to include CDI records, not only Alma-local records, enabling enriched Person Entity pages using standard identifiers such as ORCID.
    • Extends Linked Open Data beyond Alma-sourced records to CDI records.
    • Leverages ORCID and additional persistent identifiers to link CDI entities.
    • Enriches Entity pages with authoritative data
    • Significant increase in coverage of Linked Open Data enrichment across discovery results.
    • Users benefit from richer and more complete Entity pages.
    • More accurate and comprehensive author profiles

    Map Widget — Based on Authority's Coordinates

    What's New? Highlights Impact
    Enhance the Primo VE Map widget to use geographic coordinates from Authority records (via Wikidata), in addition to coordinates derived from bibliographic metadata.
    • Extends map generation to include coordinates stored in authority records.
    • Leverages Wikidata location information associated with authority entities.
    • Complements existing bib-based coordinate extraction rather than replacing it.
    • Increases map widget coverage.
    • Improves geographic discovery for places and organizations.
    • Reduces dependency on complete geographic metadata in individual records.

    Custom Normalization Rules for Key Search Fields

    What's New? Highlights Impact
    Ability to define custom normalization rules for key search fields (Date, Creator/Contributor, Subject, Language).
    Currently, Primo VE provides out-of-the-box normalization rules for search and facet fields. With this enhancement, you will be able to define custom normalization rules for specific search fields (Date, Creator/Contributor, Subject, Language) and restore them to the default out-of-the-box definitions when needed.
    • Better manage and expose what is most relevant.

    NDE Landing Page Editing via Alma Configuration

     CERV CERV Enhancement (ID #28360)

    What's New? Highlights Impact
    Enables library staff to easily create, update and manage NDE landing page content directly through a dedicated configuration in Alma.
    So far, the NDE landing page could only be edited by customizing HTML, including separate support per user language. Institutions could either base their changes on the provided layout or fully replace it. With this enhancement, institutions can choose to edit the NDE landing page through a dedicated configuration in Alma, relying on the out-of-the-box layout.
    This option allows reordering sections and configuring the following:
    • Quick Links
    • Announcements
    • Welcome Message
    • About the Library
    • Uploading images such as landing page background
    When using this option, no HTML knowledge is required, and all changes are managed through dedicated configuration in Alma, providing a more accessible workflow. Institutions can choose whether to use this configuration-based approach or continue editing the landing page using HTML, which offers greater flexibility, including the ability to fully replace the layout.
    Improves library workflows by expanding configuration options over customization, reducing reliance on development skills and enabling more streamlined, efficient processes.

    Integrating Web of Science Data Insights into Primo

    What's New? Highlights Impact
    Provides Web of Science journal insights, giving users immediate access to key metrics to evaluate journal impact where and when they need it.
    • Insights from Web of Science are being integrated into Primo VE, including Journal Citation Indicator (JCI) and Journal Impact Factor (JIF)
    • Displays a direct link to Journal Citation Reports (JCR) from Web of Science on brief records for journals and articles, matched by ISSN
    • Available to institutions with both Web of Science and Primo
    • Increases value for institutions using both Primo VE and Web of Science
    • Enhances user experience by providing key metrics at the point of need

    Support the Use of Wildcards in Phrase Searching with Quotation Marks

    NERS2.pngCERV Enhancement #28298

    What's New? Highlights Impact
    Allows users to apply wildcards within exact phrase searches, improving flexibility when searching for partial or variable terms in both Basic and Advanced Search.
    • Enables the use of wildcards (* and ? ) within quoted phrases, including prefix, suffix, and mid-word positions, consistent with existing wildcard behaviour outside quotation marks.
    • Supported in both Basic and Advanced Search; in Advanced Search, this applies to the “equals exact phrase” operator.
    • Once released, this enhancement will be available to all
    The scope of wildcard support within phrase searches includes CDI and Primo VE. This capability may impact ranking behavior compared to standard searches and can return partial results in cases where full query expansion is computationally expensive.
    Improves search flexibility and precision, helping users find variations of terms

    Compact View for Brief Results

    What's New? Highlights Impact
    Add a new Compact layout to brief results, enabling a title-focused view for fast scanning.
    • Add a Compact layout to brief results (in addition to the default List view) — allowing users to see more results at once before starting to scroll.
    • The Compact view will display the resource type, title, creators and publication for each result, and will omit Thumbnails display, availability lines and exploration features.
    Optimize result scanning to improve user experience.

    Enrich Brief Results with Altmetric

    What's New? Highlights Impact
    Add configuration to display Altmetric in brief results.
    So far, institutions have added Altmetric institutional repository badges to Primo via customization. With this enhancement, we will provide configuration options to add these badges to brief results when needed.
    • Improved user experience with more information when needed.
    • Simplified implementation for library staff

    Omit the Proxy Prefix at the Primo Collection Level

    What's New? Highlights Impact
    Currently, Alma/Primo libraries cannot omit proxies at the collection level—this feature enables more granularity
    • Configuration for “Use proxy for CDI links” will now have a “Selective” option in addition to the existing On/Off options
    • Improved experience for OpenAthens Redirector libraries
    • Proxy setting is automatically published from Alma to CDI to ensure quality linking

    Include Accessibility Metadata in Display and Filters

    What's New? Highlights Impact
    Publishers are beginning to include accessibility metadata in records; it needs to be shown in results and have filter options.
    First phase will include Accessibility metadata enrichment in CDI – learn more about this project here.
    Second phase will include visibility in Primo.
    • Display accessibility indicators for content identified as accessible
    • Include filtering options
    • Users can quickly see that records have “full audio,” are “screen reader friendly,” etc.
    • Users can facet results to their desired accessibility features

    Refine Peer-Reviewed Designation

    What's New? Highlights Impact
    Rather than relying exclusively on the peer-reviewed flag from Ulrich’s, CDI will take a more measured approach to the designation
    • Some content types will be excluded from the peer-reviewed designation (e.g. Book Review)
    • A full list will be published 
    Eliminates confusion for users and avoids inaccuracy in research

    Similarity Carousel of Digital Content (for Specto Customers)

    What's New? Highlights Impact
    Carousel option for digital content populated based on similar images.  
    • Carousel of digital content displaying images that are similar to the current record.  
    • Display up to 100 similar items.
    • Using AI and Vector analysis to identify images with similar content.
    Assist patrons in exploring further digital items of similar content and look.

    Archive Collection Representation

    What's New? Highlights Impact
    Introduce an enhanced discovery experience for archival collections, presenting them through visually rich finding aids and an intuitive hierarchical tree view.
    • Dedicated representation for archival collections in Primo VE.
    • Hierarchical navigation across fonds, series, sub-series, and items.
    • Contextual browsing that preserves archival structure and relationships.
    • Visual presentation aligned with archival discovery practices and standards.
    • Significantly improves usability and discoverability of archival materials.
    • Helps users understand archival context and provenance more easily.
    • Reduces fragmentation when navigating complex archival hierarchies.

    View Level Parameters Distribution

    Collaborative Networks Indicator

    What's New? Highlights Impact
    Enable distribution of selected Primo VE view-level configuration settings across institutions and views, reducing manual and repetitive configuration work.
    • Support distributing chosen view configuration parameters and allow sharing configuration between multiple views within the same institution.
    • Selective distribution—only explicitly supported configuration elements will be eligible.
    • Initial scope focused on high-impact, commonly duplicated view settings.
    • Reduces manual effort and configuration errors.
    • Improves consistency across views and institutions in consortial environments.
    View article in the Exlibris Knowledge Center
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