Primo 2022 Roadmap Highlights
Overview
The Primo roadmap provides a preview of what is planned for 2022 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 developments. They are listed by category and timeline, followed by additional details for select items. In some cases, the design is not complete and details will become available closer to the release date.
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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Advanced Search – Improved Visibility of Search Results (NERS)
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New Tool for Users to Give the Library Feedback or Report an Issue (NERS)
Search and Ranking:
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Enhance the Database Search to Include Keyword and Category Searching (NERS)
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CDI – Ability to Include or Exclude Full Text Matches in CDI
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Improvements to Known Item Searches to Deal Better with Typos and Variations
Linking to Full Text:
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"View It" Enhancement to Show All Available Links for CDI Records (NERS)
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CDI – Added Options to Set Preferences for Link-in-Record Linking and Quicklinks
Data Quality and Rights:
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CDI Rights Processing Improvements:
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Enhanced Performance to Reduce Processing Time to 48 hours
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Improved Matching Processes (Analysis/PoC)
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Filter Duplicate Ebook Records from CDI results – Phase Two (NERS)
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Ongoing Improvements in the Merged Record
Discovery of Local and Special Collections:
Other:
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Accessibility – At Ex Libris, we make every effort to ensure that Primo 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. See Primo Accessibility Statement
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Analytics – As Primo evolves and new functionalities are introduced, new actions are being added to Primo Analytics to help you learn more on your patrons' usage.
Highlights by Timeline
The following table lists the planned developments by timeline. For additional details regarding a development, select its link.
2022 H1 | 2022 H2 |
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Ongoing Improvements:
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Additional Details
New Tool for Users to Give the Library Feedback or Report an Issue
Originated from NERS #7371 and #7430.
What's New? | Highlights | Impact | Status |
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Introduce a new tool for users, allowing them to easily give the library feedback or report on any issue from anywhere in the interface. |
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Provide the library more ways to improve user experience and workflow. | Released in May 2022. |
Enhance the Database Search to Include Keyword and Categories Searching
Originated from NERS #7199.
What's New? | Highlights | Impact | Status |
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Enhance Database Search capabilities by allowing users to search by keyword and category (not just title). |
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Broader search capabilities. |
Released in February 2022. |
Advanced Search - Improved Visibility of Search Results
Originated from NERS #7265.
What's New? | Highlights | Impact | Status |
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Make the search results more visible to users by collapsing the Advanced Search form. |
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Experience and workflow. |
Released in May 2022. |
Resource Recommender Enhancements
What's New? | Highlights | Impact | Status |
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Use new options in the Resource Recommender to raise awareness about a topic, or an event, by increasing visibility on top of search results after a specific user search or across all searches. |
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Provide more ways to share information with patrons and enrich the discovery experience. |
Display Always - Banner resource -Released in August 2022. |
"View It" Enhancement to Show All Available Links for CDI Records
Originated from NERS #7311.
What's New? | Highlights | Impact | Status |
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For CDI records with more than one link option (link in record to subscription content, link resolver link, and link in record to open access content), all eligible links will be displayed in the order of priority to maintain the best link on top. |
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Provide more linking options to the full text. |
Released in May 2022. |
CDI - Ability to Include or Exclude Full Text Matches in CDI
What's New? | Highlights | Impact | Status |
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Allow users to indicate whether their searches should include or exclude records when search terms are found in the indexed full text of the document. |
Library can choose whether the default search should expand to the full text of the documents. If the search does not expand to full text by default, users have the option to expand the search to the full text by selecting the new Search in Full Text toggle under the Tweak My Results section for scopes. |
More targeted search experience, and the reduction of the long tail of search results. |
Released in May 2022. |
Filter Duplicate Ebook Records from CDI Results - Phase Two
Originated from NERS #6702.
What's New? | Highlights | Impact | Status |
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Reduce duplicates in the results list by eliminating CDI book records from the search results, if the book is already available from the local index. Book chapters will not be affected. |
In phase 1, we added the option to filter out all book records from CDI and return book records from your local index only. In phase 2 we offer more granularity by allowing the combination of “unique” book records from CDI and local book records, reducing duplicates from CDI as much as possible. |
Significantly reduce duplicate ebook records from searches. |
Released in August 2022. |
CDI - Added Options to Set Preferences for Link-in-Record Linking and Quicklinks
What's New? | Highlights | Impact | Status |
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Add configuration to set linking preferences. |
Include options for libraries to set their own preferences for providers and platforms, for cases where more than one eligible link is available, and provide some of the configuration options currently available on the link resolver for link in record collections. |
More library control over linking configurations and preferences. |
Planned for 2022 H2. |
Collection Discovery Enhancements
Originated from NERS #7402.
What's New? | Highlights | Impact | Status |
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Make Collection Discovery more granular (specific for libraries/view). |
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Better ability to manage and expose what is most relevant. |
Released in August 2022. |
Add New Search Ribbon to Promote Search Scopes and Filters
What's New? | Highlights | Impact | Status |
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Users can easily restrict their search by clicking on pre-defined scopes and filters. |
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Better ability to manage and expose what is most relevant. |
Planned for 2022 H2. |