Primo VE Roadmap Highlights
Overview
The Primo VE roadmap provides a preview of what is planned for 2024 and what is expected to become available in the first and second half of the year. The roadmap is based on community feedback, ideas from the Idea Exchange, NERS 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 is not complete, details will be available closer to release.
As we work closely with the Primo VE working group while designing some enhancements, we’ll deliver more relevant information to the community by sharing mockups, workflows, and additional details.
The content on this page is informational and may be subject to change without prior notice at the sole discretion of Ex Libris.
The Next Discovery Experience
In addition, we are eager to provide you with a sneak peek into our ongoing extensive efforts toward shaping the future experience for our customers. In mid-2023 we announced the Next Discovery Experience vision, some of which will be released in 2024. The Next Discovery Experience (NDE) includes the following areas: User Interface, Linked Data, Engagement Analytics, and Discovery Research Assistant.
User Interface
By focusing on simplicity, visual appeal, and incorporating customer input, the redesigned interface will make it easier for users to access the information they need. Our goal is to improve the user experience and workflow by creating a more intuitive and visually appealing interface to make navigation easier, incorporating modern design principles and user feedback to optimize content discovery, ensuring users can quickly and efficiently find relevant information, and providing a more engaging platform that enables productive interactions. We are working closely with the Primo VE UX Focus Group and plan to expose initial pages for testing in 2024 and deliver its general release in mid 2025. For more information, see Primo Next Discovery Experience User Interface.
Linked Data
Linked Data offers connectivity across library resources, and formats, including interoperability with external sources, to connect resources visually between people, subjects, places, and more. The first phase is planned in 2024 within the current UI.
Engagement Analytics
We are partnering with Mixpanel to launch a new platform for understanding how users behave within the user interface. This collaboration will help make data-driven decisions and improve user engagement and retention by using robust Mixpanel capabilities such as understanding the user journey, identify pain points, drop-off points, locate the access points to Primo VE and more. We will be working with early adopters throughout 2024.
Discovery Research Assistant, Powered by Generative AI
We are working on new discovery functionality that incorporates generative AI to help users find content and answers faster and more easily. The Research Assistant will enable natural language search and provide concise answers drawn from indexed CDI materials. Our Research Assistant will cite the sources from which it pulls information and display the full list of relevant results, enhancing transparency. In future versions, we will introduce more functions such as commentaries and aboutness features to improve glanceability. The first version of our research assistant is planned for end of 2024.
Related Information
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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Add ability to configure the display at the item and location levels in Get It
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Allow CDI Records and External Resources in Alma Collections
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Support indexing of Marc field 689 (subject) for German MARC
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Ongoing improvements
Library Empowerment – New Tools and Configurations to Expose Library Resources:
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Split configuration for hypertext linking using equals exact phrase search
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Allow HTML coding in labels, public notes and collection description
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During the year, we plan to have an audit and fill out a VPAT to be in compliance with the new criteria of WCAG 2.1 Level A and AA.
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Ongoing Accessibility – We make every effort to ensure that Primo VE can be used by everyone. It’s continually designed and developed to meet Level AA of the W3C Web Content Accessibility Guidelines (WCAG 2.1) and Section 508 of the US Rehabilitation Act for features and functions. For more information, see Primo VE Accessibility Statement. Throughout the year, we fix accessibility items based on external audit results and customer feedback.
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Ongoing Analytics – As Primo VE evolves and new functionalities are introduced, new actions will be added to Primo Analytics to help you learn more about your patrons' usage.
Highlights by Timeline
The following table lists the planned developments by timeline. For additional details regarding a development, select its link.
2024 H1 | 2024 H2 |
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Additional Details
Linked Data – Person Entity
What's New? | Highlights | Impact |
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New Person Entity will be added in the Discovery in 3 areas: Search auto-complete, Info Card in full display and a new Person page. |
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Showcase Carousel Tool
Idea Exchange
What's New? | Highlights | Impact |
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Showcase and display a visual carousel of records tailored to the library’s specifications. |
Promote unique or new content, encouraging exploration and traffic to the library discovery system from sites such as University and faculty pages
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Better manage and expose what is most relevant helping libraries meet the users where they are. |
Make Local Authority Records Discoverable
What's New? | Highlights | Impact |
---|---|---|
Expose Authorities allowing search and display in a new dedicated Primo VE page. |
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Better exposure of relevant library information. |
Support Bulk Export of Search Results
NERS 2023 Request #8126
What's New? | Highlights | Impact |
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Ability to export a large number (thousands) of search results. |
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Users can save and maintain their literature review outside the context of Primo VE. |
Patron Consent Message when Registering at Another Institution
What's New? | Highlights | Impact |
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Display consent message to inform patrons that their personal information will be shared with the institution as part of registration for direct requests. |
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More informative patron workflows, better transparency, and greater sense of trust. |
Support Indexing of Marc 689 Field (Subject) for German MARC
What's New? | Highlights | Impact |
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Support German MARC cataloging with the 689 subject field. |
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Better regional support for German cataloging libraries. |
Split Configuration for Hypertext Linking Using Equals Exact Phrase Search
What's New? | Highlights | Impact |
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Offer multiple configuration options when using the “equals/exact” search method for hypertext linking. |
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More control over the search method used when searching for records with the same author/subject. |
Allow HTML Coding in Labels, Public Notes and Collection Description
NERS Request #8134
What's New? | Highlights | Impact |
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Support formatting and link out to other pages using HTML coding for labels and public notes. |
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Provide better user experience and workflow. |
Add Ability to Configure the Display at the Item and Location Levels in Get It
NERS Request #8141
What's New? | Highlights | Impact |
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Offer multiple configuration options to the behavior in cases of one location in Get It. |
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Provide better user experience and workflow. |
Prevent Search Results Expansion Using Exact Phrase
NERS Request #8210
What's New? | Highlights | Impact |
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Limit exact searches to not expand the query using linguistic capabilities. |
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Better search capabilities to improve the discovery experience. |
Allow CDI Records and External Resources in Alma Collections
Idea Exchange
What's New? | Highlights | Impact |
---|---|---|
Expand Collection Discovery beyond Alma bib records. |
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Better manage and expose what is most relevant. |
Add Exclude CDI Resource Types Option to CDI Scopes
What's New? | Highlights | Impact |
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Allow excluding selected CDI resource types in a Search Profile. |
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Better manage and expose what is most relevant. |
Consortia Management Inheritance
What's New? | Highlights | Impact |
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For consortia, the central office will have more centralized operational abilities, allowing member institutions to inherit setup and configuration. |
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The central office will be able to work more efficiently, reducing time spent applying central policies. |
CDI Subject Headings and Keywords Normalization Refinements
What's New? | Highlights | Impact |
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Deduplicated and normalized CDI subject headings based on LCSH and MeSH controlled vocabularies. |
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Eliminates user confusion leveraging familiar vocabulary schemas. |
Support Special Linking Parameters for Select Providers
What's New? | Highlights | Impact |
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CDI Quicklinks and Link in record links will use the customer linking parameters specified in Alma for each library. |
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One-step configuration. |
Improve Book Review Identification
What's New? | Highlights | Impact |
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Book Reviews that were previously categorized as Articles by the match & merge process will now reflect their correct Content Type. |
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Easier, more accurate identification of desired resources. |
Improve Handling of In Press Articles
NERS Request #8156
What's New? | Highlights | Impact |
---|---|---|
In Press articles that do not have sufficient metadata for linking (e.g. volume and issue) will be handled with special logic in Primo VE. |
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Prevent broken links to content and avoid user frustration. |
Primo VE User Engagement Analytics
What's New? | Highlights | Impact |
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Launching a new platform for understanding how users behave within the user interface. |
|
Make data-driven decisions and improve user engagement and retention. Understanding the user journey, identify pain points, drop-off points, locate the access points to Primo VE and more. |
Support Melingo Search Plugin for Arabic
What's New? | Highlights | Impact |
---|---|---|
Expand searching in Arabic with linguistic morphology and inflections. |
Adding support for Arabic linguistic search expansion using the Melingo add-on for the MENA region. |
Better regional support for MENA institutions. |