Primo VE 2023 Q4 Feature Release

Table of Contents

Enable Users to Filter or Expand Citation Trail Results

From Ex Libris Release Notes:

Previously, citation trail results were filtered only by availability, which meant that citations were not included if the citations belonged to CDI collections that did not have access to full text. With this enhancement, users can enable/disable the expansion of citation trail results. In addition, you can set the default setting (filter or expand results) for your views. The default setting is to filter out CDI collections that do not have access to full text.”

Campuses Testing

UCSC (mostly done)

Default Behavior

By default, this setting isn’t automatically expanded. However, campuses can change it to automatically expand. Users have the ability at an individual level to turn it on or off as desired

Discussion

UCSC: This is important for UCSC because they’re already filtering for availability. They’ve already tested out automatically expanding which allows them to see a citation trail for everything. One of their people looked at comparing this to Web of Science and thought it was pretty good.

UCLA: Will probably turn it on for consistence.

Question: Do we need a label to explain what it is?

UCSC feels the current label is explanatory enough. Particularly for those interested in using this feature.

Preserve the Formatting of Citations Copied from Primo (NERS #8157)

From Ex Libris Release Notes:

Previously, the Citation export action copied citations to the clipboard in plain text format, but the citation's formatting (such as italics) was lost when copying it to a document (such as Word). The Citation export action now saves the citation to the clipboard in Rich Text Format (RTF) and retains the citation's formatting when copied to Word documents. When using a text editor such as Notepad, the text is copied without formatting.

Discussion

No discussion needed.

Support Restricted Availability Statuses for External Records

From Ex Libris Release Notes:

Previously, records loaded into Primo VE from external data sources were considered unrestricted and given the Available online availability status and the same label for links to full text in the View Online and Links sections of the record's full display. With this enhancement, you can now display a different availability status for records with restricted or no access to full text. In addition, you have the option to omit the links in the View Online and Links sections of the record's full display if full text is unavailable for the record.

Campuses Testing

UCLA (maybe)

Discussion

UCLA loads records from external data sources and is considering looking more into this feature.

Improve Search Experience for No Results Found (NERS #6729)

From Ex Libris Release Notes:

You now have the ability to set whether searches that return no results will automatically expand the search to include CDI collections that have not been activated in Alma. In addition, users will be notified when their searches have been expanded automatically.

Campuses Testing

UCSC

Default Behavior

There may not be any difference if you already have your results set to expand already.

Discussion

UCB gets a lot of zero results even though they’re not filtering by availability. This feature prompted an internal campus discussion about what should be on the content of the no results page.

UCSB is leery of enabling this as they’re not sure users will understand that their inital search terms returned no results.

UCSC is excited by the prospect of this. However, they not entirely happy with the default label explaining what is happening. In testing this worked about 50% of the time. UCSC is interested in implementing this but want to this more about the label first. Their online learning librarian is going to pitch a proposal after thinking about it more.

Loading Records from External Sources (UNIMARC)

From Ex Libris Release Notes:

You can now import UNIMARC records from external sources into Primo VE for discovery in your local catalog. With the use of existing UNIMARC normalization rules, the records are mapped and normalized into Primo VE for discovery.

Discussion

UCLA is going to try this.

Resource Recommender - Enhanced Search Capability

From Ex Libris Release Notes:

Resource Recommender now supports . . . enrichments so that the search query does not have to exactly match the searchable tag to display the matching recommendations

Campuses Testing

UCD

UCSC

Discussion

UCD is going to test this. They’re currently making the decision about if they’re going to have resource recommenders.

UCSC is going to test also and is excited by the potential. This is particularly interesting for items that are really hard to show in Primo VE. This feature seems like it could be helpful.

Create Local Keys for FRBR/Dedup Matching

From Ex Libris Release Notes:

To update how records are matched for FRBR and Dedup, you can now create a maximum of 20 local keys (L1 – L20), which can be used to create or update complete keys used for matching.

Discussion

CDL is very excited that the documentation mentioned how this works in a consortia environment.

UCLA: FRBR and dedup matching is always tricky. It may be hard to use this new feature without first having a better understanding of how the current settings are causing a problem.

UCB: Their dedup problems usually come from special collections with various editions incorrectly combining. They wish that Ex Libris had given the ability to dedup by location rather than having to deal with keys.

Future Work

Because we have so many network zone records, this is something that probably will need to be worked on by Discovery rather than a general campus-by-campus. (Though CDL is happy to do some initial testing with any campuses that are interested in trying it out.) For now, this is something potentially of interest to explore more but Discovery doesn’t have the resources at the moment. We may come back to it later.

Enable Setting of Personal Delivery Locations from Hold Request Form

From Ex Libris Release Notes:

When this functionality is enabled, users can select a personal delivery location (such as home or work) and either add or modify its details on the Request Form. After placing the request, the location information is updated in the user's account. In addition to the home and work locations, additional personal delivery locations can be configured and selected from the Request Form.

Discussion

No interest in discussing.

Primo Analytics - Track Provider for Quicklink Actions

From Ex Libris Release Notes:

With the addition of the following actions to the Customized Values Usage subject area, you can now track the selection of HTML and PDF Quicklinks based on the provider

Discussion

This was just an FYI, no need for us to discuss.