primo v.3 highlights june 2010. what’s new in v. 3? renewed user interface changes to how...

Primo v.3 Highlights

June 2010

What’s new in v. 3?

• Renewed user interface• Changes to how resources are delivered to the

user• New searching and sorting features• New administrative features

Stream-lined search box & sign-in area

Top left

Top right

Slimmer banner

Sign-in/e-shelf moved to top right

Banner space for communication

Changes to brief results

Number, sort options & top facets moved to centre above the results

Slimmer search box means results immediately visible

Resource icon combined with cover image to reduce visual clutter

Refine my results area (facets) more streamlined

Fewer pop-up windows

When you click on an option in the brief results, the information opens within the results screen rather than taking you to a new window

Online links and physical locations available from the brief display

If something is both online and in print, users can see tabs for view online, for requesting (holds/recalls) and for locations

If there are multiple URLs in the catalogue record, all URLs will display to the user

OPAC via Primo (OvP): seamless interface experience

Users can click on the request tab on the brief display to see the request options (based on our TRELLIS configurations)

Holds and recalls are placed within the Primo screen; any other requests are done through a TRELLIS screen

Item level information & requestingOn the locations tab users can see the location & availability or can view the holdings statement and see each item by expanding the location.

When signed in the user will see request options relevant to their account and to the item.

E-shelf, queries & my accountTabbed display to better separate the three areas related to the user

New searching & sorting features

• Sorting– Alphabetic sort of search results by author or title– Can add a date ascending sort (earliest date)

• Left-anchored search on title– Caveat: with version 3.0 this is a search on the

MARC 245 tag only (main title)• Improved did u mean suggestions

Administration features

• Can define back office user roles• Export/import of user contributed data (e.g.

tags)• Report features to audit back office use

When?

• Upgrade on staging (test) server: July 5th

• Upgrade on production?: aiming for Fall

• How can your departments help?– Testing!– Training!

Thank you!

If you think of any questions later, please use the feedback form or send an e-mail:

tugprimo@library.uwaterloo.ca

It would be helpful if you put “primo v3 question” in the subject line.