This is a listing of the the known issues we are currently working on to resolve with the beta development of Primo. Comments and feedback are encouraged through the Give us Feedback link on the Search @ UBC Library site.

  • RSS feed – there is a default RSS icon that is supposed to appear on the search results page. The default behaviour is to produce a feed for each page of results. Page 1 produces a feed for results 1-10, page 2 for results 11-20, page 3 for results 21-30… This is not the expected behaviour of an RSS feed so we’ve turned it off and logged an enhancement request (as have many others) with Ex Libris.
  • CWL authentication – login to the eShelf only works with last name and barcode. We are working to include CWL integration with Primo for the login and My Account access.
  • cIRcle collection names – all cIRcle collection names at the moment appear as “UBC Archives”. We are configuring Primo to recognize and display each individual collection name from cIRcle (eg. Retrospective Theses and Dissertations)
  • cIRcle link to PDF full text – many cIRcle items contain a link to only one PDF file. We are configuring Primo to recognize and link directly to the PDF in these instances.
  • Real Time Availability (RTA) – this feature connects to Voyager to display real time availability of items. Currently, RTA often displays the correct availability status, but there are many instances it is displaying an incorrect availability status.
  • Real Time Tagging – Primo does not display tags in real time as they are created. This is a bug we are working on.
  • Holdings list terminology – Primo uses default terms from Voyager, like “Charged” instead of “Checked out”. Still requires configuration work.
  • 866 information – “Location has” info in the Holdings list is not displayed. Still requires configuration work.
  • CONTENTdm icons – Primo interprets all CONTENTdm items as images of images. All CONTENTdm items appear as the Image Resource Type with the image icon. Configuration changes will include the following Resource Types and icons: Text Resource, Map, Score.
  • Search and display of 5xx notes field – Primo indexes, searches, and displays some 5xx notes (511, 520) but not all. Note fields to be included: 500, 502, 505, 508, 511, 518, 520, 530, 534, 538, 540, 545, 546, 561
  • SMS (text message) – need to investigate how to send brief bibliographic and holding information to a user via text message.
  • My library card – Primo is not completing the connection to Voyager patron data. Still requires configuration work.
  • Link to catalogue for Voyager records – Primo currently displays a link to the CONTENTdm or cIRcle page for each record. Still requires configuration to insert a link to Voyager for each record.
  • Audio and Video format types – audio and video appear as the Audio Visual Resource Type and icon. Configuration work to separate into Audio Resource Type and icon and Video Resource Type and icon.
  • Locations – location information is not properly displayed in search results. For example, locations are often omitted from Location facet even when they have resources listed in the search results. Still requires configuration work.
  • eJournal subject headings – first batch of MARCit records have incomplete subject headings. Need to run MARCit again with improved subject headings, then import eJournal records into Voyager, then update Primo.
  • Articles & More tab – the MetaLib search is not always returning results.
  • DocDel request – functionality that is similar to what is used in Voyager for requesting items is currently not available but is under development.
  • Course reserves – records for items placed into course reserves are currently not added to Primo because there is no functionality to search or filter by course number, name, or instructor name.

Primo at UBC

UBC Library is currently implementing Primo, the Ex Libris next-generation discovery and delivery tool that helps expose local and remote reources to our users. It functions as a federated search, discovery and delivery tool that will sit on top of our many content silos [catalogue, Metalib database quick sets, eLinks, cIRcle, digital collections in ContentDM, etc.].  It will allow users to search for a term and get results from all of our different  electronic resources within one search interface.  The results display will give our users more control over their search results by providing options for faceted browsing.  Facets enable users to limit searches by location, availability, collection, language, subject, author, publisher, call number range, etc.

UBC Library is implementing Primo  for a variety of reasons:

  • to address LibQual user feedback regarding the need to improve the findability of our electronic resources
  • to expose more electronic and print resources to our users
  • to offer our users a more satisfactory searching and browsing interface and experience
  • to use a proven and successful tool that complements our suite of Ex Libris tools (Voyager, SFX and MetaLib)

Our current federated search tool  OneSearch currently allows users to enter a search term once and get links to results that pass them through to various sources such as the catalogue, article databases via Metalib, etc. Primo will improve greatly on this by searching various sources simultaneously and delivering merged search results directly to users, along with added functionality such as limiting by facets, focusing on scopes, and others. Initially, our beta version of Primo will include:

  • library catalogue
  • online databases via Metalib
  • journal titles via SFX
  • digital collections in CONTENTdm (images) and DSpace (electronic theses and other objects in cIRcle)

In terms of project status, our test server and production servers are installed and our test server configuration should be completed and ready for viewing by mid-June. Once initial testing is complete, we will release the URL to the UBC Library community so that you can take a look at the initial Primo configuration. We will encourage all of you to play around with Primo and report any problems through a feedback submission form. Later in the summer, we will offer one or two brown bag sessions for a more detailed look at Primo’s functionality. By the beginning of September we are hoping to go live with Primo Beta and provide a link to it on the Library Labs page in order to solicit feedback from all library users. Dates for the final release of Primo are yet to be determined.

For more details on Primo, got to the Primo Overview page.

Primo Functionality

Primo Advanced Search screen

Advanced Search Screen

Advanced Search screen

Primo Scope selection

Primo Scopes allow users to limit their initial search to a specific library branch or collection:

Primo Scope selection

Scope selection

Primo Scope selection

Scope selection

Primo Search Results

(click the image to see the live website)

Primo Search Results screen

Search results screen

Primo Facets

There are a variety of facets (limits) that users can select to refine their search results:

  • online resources
  • library
  • subject
  • collection
  • author
  • publication date
  • language
  • LCC classification
Primo Facets sidebar

Facets sidebar

Clicking on a combination of these facets changes the results display in real time and produces more specific results:

Search Results screen with limits selected

Search results screen with limits selected

Primo Brief Record view

The brief record display within the search results communicates:

  • title, author, and publication information
  • versions
  • availability and location
Primo Brief Record view

Brief record view

Selecting the Multi-versions link link produces a new search results display:

Refined search results displaying mutiple versions of the same item

Refined search results displaying mutiple versions of the same item

Primo Full Record view

(click the image to see the live website)

The full record provides additional bibliographic and holdings information:

Full record view

Full record view

Primo at Other Universities

University of Iowa Libraries

(click the image to see the live website)

University of Iowa Primo

University of Iowa Primo

BYU Harold B. Lee Library

(click the image to see the live website)

BYU Primo

BYU Primo

Vanderbilt Jean and Alexander Heard Library

(click the image to see the live website)

Vanderbilt Primo

Vanderbilt Primo

NYU Libraries

(click the image to see the live website)

NYU Primo

NYU Primo

Tri-Universities Group (Universities of Guelph and Waterloo, and Wilfrid Laurier University)

(click the image to see the live website)

TUG Primo

TUG Primo

Notre Dame Hesburgh Libraries

(click the image to see the live website)

Notre Dame Primo

Notre Dame Primo

a place of mind, The University of British Columbia

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