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In order to promote best practices and address the findings of CSU usability testing of Primo, the Chancellor's Office has developed a Central Package – a shared set of CSS, Javascript, and images – and a recommended set of scope and label configurations for Primo.  Campuses can override or choose to opt out of any of the following recommendations.

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Rec#Implemented with
Implemented
1Central Package

Brief results

  • Move facets to the left and make them wider 25%-30%
  • Un-bold facet values
  • Results & full record have white background, facets have grey
  • Google-style search term bold instead of highlighter
  • Brief results link darker blue

Overall design

  • Make sure overlay background darker
  • Library logo is responsive

Status
colourGreen
title4/23/17

2.ConfigurationInclude CSU results in 'everything' scope. Set institution boost to 0.001 to promote locally owned titles.

Status
colourGreen
title4/23/17

2a.Configuration

Alternative: Add link to CSU scope in sidebar. Set institution boost to 1.0 so CSU scope treats all results equally.

Status
titleplanning

3.Configuration

Standard scope labels. Campuses should implement a single, flat set of search scopes (technically implemented as 'tabs' in the back office). This can include any local scopes designed by the campus, but also the following standard scopes. In all examples CSUEB is a fill-in for your campus' initials or short name.

Those who have chosen Rec. 2 should use:

  • Everything
  • Articles
  • Books & Media (CSUEB)
  • Books & Media (all CSU)
  • Reserves (CSUEB)

Those who have chosen Rec. 2a should use:

  • CSUEB collections
  • Articles
  • Books & Media (CSUEB)
  • Books & Media (all CSU)

Status
colourGreen
title4/23/17

4.Configuration

Facet order and collapse state. Facets for the main (everything, article, books) scopes should be as follows

Open:

  • Availability (see Rec. 5)
  • Resource Type
  • Publication Date

Collapsed:

  • Subject
  • Author/Creator
  • Library (optional)
  • Location (optional)
  • Journal Title
  • LC Subject (optional)
  • Language

Status
colourGreen
title4/23/17

5.Configuration

Availability facet. Rename the Availability facet group label and facets to:

Available at [campus initials]

  • Full-text online
  • Peer-reviewed journals
  • Available in the library

Status
colourGreen
title4/23/17

6.ConfigurationLink resolver should open in Primo full record instead of stand-alone menu.

Status
colourGreen
title5/23/17

7.ConfigurationCourse reserves facets should appear at top of facet list in course reserves scope.

Status
colourGreen
title5/23/17

8.Central Package

Full record page

  • Pseudo full-text link should be removed or made to not look like a link
  • List of other libraries made collapsible

Overall design

  • Hide tags feature

Status
colourGreen
title5/23/17

9.ConfigurationFacets to the left. Replace left facet align from Central Package with configuration equivalent (May 2017 release).

Status
colourGreen
title5/23/17

10.Central Package

Better format icons

Status
titleplanning

11.Central Package

Overall design

  • ‘My account’ and ‘Sign-in’ links more prominent in the main menu.
  • Configuration: "My Library Card" also renamed as "My Account"

Status
colourGreen
title5/27/17

11b.Central Package

Restore username to 'My account' when logged in.

Updated after Nov 2017 release.

Status
colourGreen
title7/30/17

Status
colourGreen
title12/24/17

12.ConfigurationHide Get It 2 links when full-text available.

Status
colourGreen
title5/27/17

13.Central PackageInclude earlier and later title lateral links for serials, when data is present.

Status
colourGreen
title8/4/17

14.Central PackageMultiple titles (e.g., non-Roman script and transliterated title) in main title display show on separate lines
Status
colourGreen
title10/22/17
15.Central PackageWorkaround for improperly encoded values passed to login URL
Status
colourGreen
title12/24/17
16.Central PackageSMS feature. Optional.
Status
colourGreen
title6/23/18
17.Central PackageReport a problemOptional.
Status
colourGreen
title6/23/18
18.Central PackageMultiple AnalyticsOptional.
Status
colourGreen
title6/23/18
19.Central PackageCustom UResolverOptional.
Status
colourGreen
title6/24/19
20.Central Package

Full record page

  • Relocate send-to options to very top of page, above title
  • Remove jump menu on left
    • Styling on headers and tiles
Status
colourGreen
title6/24/19
21.Central PackageHide Rapido sign-in and no-offer message. 
Status
colourGreen
title7/1/22
22.Central PackageHide Rapdio tile when full-text available. Optional.
Status
colourGreen
title9/13/22

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