1. Primo v.3 Highlights June 2010

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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.

9. E-shelf, queries & my account Tabbed display to better separate the three areas related to the user

10. 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

11. Administration features Can define back office user roles Export/import of user contributed data (e.g. tags) Report features to audit back office use

12. When? Upgrade on staging (test) server: July 5 th Upgrade on production?: aiming for Fall How can your departments help? – Testing! – Training!

13. 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.