Primo VE Roadmap Highlights

Add new capabilities to Advanced Search:

• Support "Starts With" Option for Call Number Searches

• Add Barcode Search 

• Add “Equals exact phrase” to support the exact and only for Title, Creator and Subject fields 

Call Number Searches:

• Allow users to use “Starts with” operator in the Advanced Search for holdings call numbers. This operator was previously supported only for the Title field.

• This option can also be defined for the pre-filters used in Simple Search.

 NERS Request #7986

Provide more search capabilities to improve discovery experience.

Released in February 2023.

Barcode Search:

• Add a new “Barcode Search” section in the Advanced Search to allow users search by item’s barcode and locate specific physical items.

• Upon match, under the Barcode Search Bar, users will view the associated record in a Full Display format.

Target: Alma customers since Primo will use Alma's API to fetch items by barcode.

 NERS Request #7859

Released in February 2023.

New operator “Equals exact phrase”

• Allow users to use a new “Equals exact phrase” operator in the Advanced Search for Title, Creator and Subject field.

• The system will retrieve results matched only the users’ specific query terms on the specified field. 

• The “Equals exact phrase” can be also used for the same fields when clicking on Hypertext Linking from the Full Record ‘s details section. for example library can define that the  Hypertext link of the author field perform “Equals exact phrase” in the Advanced Search so users can view  the results matched to this author only.

Scope: support “Equals exact phrase” searches only for CDI searches and Primo VE.

 NERS Request #6693

Released in May 2023.

Allow users to easily define number of results per page and improve their pagination experience

Improving the selection of number results per page:

• Allow the users to select from the top of the page the number of results per page.

• Keep the selected number of results per page between sessions for signed-in users.

• Reduce slide-in animation when scrolling the brief results to view more records.

Provide better user experience and workflow.

Released in February 2023.

Improve pagination in Browse Search

• Optimize the Browse calls to help users view all related results faster.

Introduce new settings to 
notify the users upon session timeout, allowing them also to extend future sessions automatically.

• Inform the users before their session is about to timeout, providing them option to extend it. 

• Add a new toggle in the Personal Settings: Automatically extend my session.

• Upon session time out, guide the users with new settings to extend future sessions automatically.

Provide better user experience and workflow.

Help users to navigate and better use their Saved Records.

• Add a new search bar to the My Favorites > Saved Record section, allowing users to easily search for their records of interest.

• Support only basic search on the Saved Records’ Title, Author, and users’ labels fields.

Provide better user experience and workflow.

Released in February 2023.

Introduce new Resource 
Types Filters under the Search Bar allowing users to easily narrow their search results by selecting one of these main resource types.

• Library can define the commonly and use Resource Types to display under the Search Bar in the Simple Search Interface.

• Users can easily select one of these main resource types to filter and improve their search results.

More search capabilities to improve the discovery experience.

Enhance the Resource Type Configuration to support system resource types.

Library can specify rules and conditions to define not only local resource types but also system resource types. Upon indexing, Primo VE will prioritize first matches based on custom rules to determine the record’s resource type.

Better manage and expose what is most relevant.

CDL - Support patrons' workflows when lending a digital copy of a physical resource in a “lend like print” manner.

Provide better user experience and workflow.

Enhance the My Library Card to include:

• Option to filter Fines by Status.

• Option to opt in/out from receiving library notifications.

Allow users to view their fines filtered by Fine Status ( Active/Transferred/Closed) 
(H1 2023)

Enable users to opt in/out from receiving library notifications, for example Activity Report (H2 2023).

Better manage and expose what is most relevant.

Introduce new Author Info Card based on Linked Data.

• Enrich the Full Display with new Information Card about the Authors and Contributors, powered by Wikidata.

• If available, utilize Linked Data URIs such as Creator and Contributor Wikidata links to present additional information on linked entities (for example, Related Persons).

• Enhance the Linked Data Info Card to present information from additional sources.

Enrich the discovery experience.

Provide the library additional options to better manage and expose their resources.

• Enhancing DEDUP & FRBR Definitions to include Keys based on local fields.

• Support relevance sorting within FRBR group.

• Define additional availability statuses when using Discovery Import Profile.

• Display the Item Policy in the Get It. This is applicable to institutions that use this item-level attribute as a persistent attribute. Idea Exchange

Better manage and expose what is most relevant.

Introduce new carrousel widget to expose relevant library resources at other sites.

• Embed and easily integrate library resources in other sites such as University/ Faculty sites. For example Displaying carrousel of new books or special collection’s items from the library.

• Library can expose their resources where users might be and increase traffic to the library from other sites.

Better manage and expose what is most relevant.

Enhance Primo Analytics to reflect usage per collection.

• Track usage per collection in Collection Discovery.

• Library will be able to create reports to answer questions on their special collections for example: which collections are the most viewed / pinned …

Better manage and expose what is most relevant.

Improve user experience when Auto Complete suggests materials beyond library subscription.

• Reduce the number of cases when users may reach zero results page.

Provide better user experience and workflow.

Include single external resources in collections displayed in Collection Discovery.

• Enrich the collections managed in Alma with single external resources from CDI or other external resources loaded into Discovery.

Better manage and expose what is most relevant.

Expose the catalog of Authorities to users in a new Authorities dedicated page.

• Allow users to search for specific authority (for example, personal name or subject term).

• Show the users link to the associated bibliographic records of a selected authority record.

Better manage and expose what is most relevant.