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 |
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1 | Central 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
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2. | Configuration | Include CSU results in 'everything' scope. Set institution boost to 0.001 to promote locally owned titles. | |
2a. | Configuration | Alternative: Add link to CSU scope in sidebar. Set institution boost to 1.0 so CSU scope treats all results equally. | |
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)
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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
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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
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6. | Configuration | Link resolver should open in Primo full record instead of stand-alone menu. | |
7. | Configuration | Course reserves facets should appear at top of facet list in course reserves scope. | |
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 | |
9. | Configuration | Facets to the left. Replace left facet align from Central Package with configuration equivalent (May 2017 release). | |
10. | Central Package | Brief results & full record - Better format icons
- Reorder tiles to put availability information at the top
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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"
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11b. | Central Package | Restore username to 'My account' when logged in. Updated after Nov 2017 release. | |
12. | Configuration | Hide Get It 2 links when full-text available. | |
13. | Central Package | Include earlier and later title lateral links for serials, when data is present. | |
14. | Central Package | Multiple titles (e.g., non-Roman script and transliterated title) in main title display show on separate lines | |
15. | Central Package | Workaround for improperly encoded values passed to login URL | |
16. | Central Package | SMS feature. Optional. | |
17. | Central Package | Report a problem. Optional. | |
18. | Central Package | Multiple Analytics. Optional. | |
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