Primo v.3 Highlights - University of Waterloo

Primo v.3 Highlights June 2010 Whats 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 Slimmer banner Top right Sign-in/e-shelf moved to top right Banner space for communication

Changes to brief results Slimmer search box means results immediately visible Refine my results area (facets) more streamlined Resource icon combined with cover

image to reduce visual clutter Number, sort options & top facets moved to centre above the results 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 &

requesting On 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 account Tabbed 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:

[email protected] It would be helpful if you put primo v3 question in the subject line.

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