Primo 2023 Roadmap Highlights

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Overview

The Primo/Primo VE roadmap provides a preview of what is planned for 2023 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 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.

Related Information

2023 Primo Roadmap Highlights (February 15, 2023) – PDF
- EMEA/APAC session – YouTube, Vidyard
- AMERICAS/EMEA session – YouTube, Vidyard
What’s New with Primo (January 25, 2023) – YouTube, WebEx, PDF

Highlights by Category

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

User Experience (UI and functions):

Search and Ranking:

Citation search enhancements – Use of an AI-based tool to identify citations and translate into known items searches – (H1 2023)
CDI – Support Melingo the Hebrew Search Plugin in CDI (H2 2023)
Ongoing Enhancements

CDI Data Quality and Rights:

Addition of a secondary resource type, e.g. to identify retractions and withdrawn items but also to flag review articles – this may only become visible to users in 2024
CDI Rights Processing Improvements
- Enhanced performance to reduce processing time from currently 30 hours on average, to 24-48 hours by end of 2024
Ongoing improvements to data quality in CDI, incl.:
- Improvements to the publication date and language fields to increase consistency (H1 2023)
- Better identify of book reviews (H2 2023)
- Connect author names to ORCIDs, when provided, and normalize the author name (H2 2023)
- Improve OA-handling, with the addition of Unpaywall as an indexed collection, to allow filtering by availability and open access indication (H2 2023)
- Identify low-quality data sources to remove from the merged record (H2 2023)
- Split subject and keyword fields, and normalizing subjects, based on controlled vocabularies (anticipated to be visible to users in 2024)
- Additions to item relationships to display in the related items feature (H2 2023)

Some of the data quality projects will only be visible over time, some may be released for users in 2024.

Other Major Areas for Enhancements:

Accessibility: 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
Analytics:
- Collection Discovery Usage
- Ongoing Analytics - As Primo evolves and new functionalities are introduced, new actions are being 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.

2023 H1	2023 H2
Improve your Search Results using new options in the Advanced Search Improved pagination experience Support Search in My Favorites Improving the user’s session timeout experience	Add Resource Types Filters under the Search Bar Collection Discovery Usage Improve Search Experience when No Results Found
Ongoing Improvements: Search and Ranking CDI Data Quality and Rights Analytics Accessibility

2023 H1

2023 H2

Ongoing Improvements:

Additional Details

Improve Your Search Results Using New Options in the Advanced Search

NERS Requests

What's New?	Highlights	Impact	Status
Add new capabilities to Advanced Search: Support "Starts With" Option for Call Number Searches Add Barcode Search	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.

What's New?

Highlights

Impact

Status

Add new capabilities to Advanced Search:

Support "Starts With" Option for Call Number Searches
Add Barcode Search

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.

Improved Pagination Experience

NERS Request #7700

What's New?	Highlights	Impact	Status
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.

What's New?

Highlights

Impact

Status

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.

Improving the User’s Session Timeout Experience

NERS Request #7809

What's New?	Highlights	Impact	Status
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.	Released in May 2023.

Support Search in My Favorites

Idea Exchange

What's New?	Highlights	Impact	Status
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.

Add Resource Types Filters under the Search Bar

What's New?	Highlights	Impact	Status
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.	Released in May 2023.

Collection Discovery Usage

NERS Request #7186

What's New?	Highlights	Impact	Status
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.	Released in August 2023.

Improve Search Experience when No Results Found

NERS Request #6729

What's New?	Highlights	Impact	Status
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.	Released in November 2023.