Central Package & Configurations

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.

Rec#

Source



Date

Rec#

Source



Date

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

4/23/17

2.

Configuration

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

4/23/17

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)

4/23/17

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

4/23/17

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

4/23/17

6.

Configuration

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

5/23/17

7.

Configuration

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

5/23/17

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

5/23/17

9.

Configuration

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

5/23/17

10.

Central Package

Better format icons

planning

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"

5/27/17

11b.

Central Package

Restore username to 'My account' when logged in.

Updated after Nov 2017 release.

7/30/17

12/24/17

12.

Configuration

Hide Get It 2 links when full-text available.

5/27/17

13.

Central Package

Include earlier and later title lateral links for serials, when data is present.

8/4/17

14.

Central Package

Multiple titles (e.g., non-Roman script and transliterated title) in main title display show on separate lines

10/22/17

15.

Central Package

Workaround for improperly encoded values passed to login URL

12/24/17

16.

Central Package

SMS feature. Optional.

6/23/18

17.

Central Package

Report a problemOptional.

6/23/18

18.

Central Package

Multiple AnalyticsOptional.

6/23/18

19.

Central Package

Custom UResolverOptional.

6/24/19

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

6/24/19

21.

Central Package

Hide Rapido sign-in and no-offer message. 

7/1/22

22.

Central Package

Hide Rapdio tile when full-text available. Optional.

9/13/22

23.

Central Package

Add option for Google Analytics 4.

6/22/23