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    Overview of Collaborative Networks with Primo VE

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    Introduction

    Primo VE supports collaborative networks, which are groups of institutions (such as a consortium) that may share the management of metadata records and/or other Alma services (such as fulfillment or resource sharing). To support collaborative networks, you can configure a Primo VE view to search all institutions, receive availability of print resources that are held by all institutions, and request applicable print services for resources that are held by all institutions.

    This page focuses on Primo VE components and configuration. For more information regarding Alma, see the following documentation:

    Discovery Network Topologies

    Primo VE supports discovery for Alma networks that may or may not share metadata records with a Network Zone. In both types of networks, indexing is performed centrally to allow the discovery of records from all member institutions in the network. This indexing can include the following types of data:

    • CZ/NZ/IZ records

    • Metadata element (local fields and local extensions that are defined and displayed for a specific institution)

    • Institution indication (Electronic/Physical/Digital)

    • Holdings information

    • Course information

    Alma-Primo VE Discovery Network with Network Zone

    Primo VE enables users to search across institutions and share services (such as fulfillment and resource sharing). With an NZ, member institutions can also share the management of metadata records in the Network Zone. This topology requires the following components for Primo VE:

    All the institutions' and Network Zone's records will be indexed centrally.

    PVE_Topology1.png

    Alma-Primo Discovery Network with Network Zone

    Alma-Primo VE Discovery Network without Network Zone

    Although institutions cannot share the the management of metadata records in the Network Zone, Primo VE allows users to search across institutions and share services (such as fulfillment and resource sharing). This topology requires the following components for Primo VE:

    All the institutions' records will be indexed centrally.

    PVE_Topology2b.png

    Alma-Primo Discovery Network without Network Zone

    Primo VE Functionality

    Searching

    Member institutions are permitted to configure the following types of search scopes to allow users to access various content in their home institution or any other member institution in the network:

    • My institution

    • Custom scopes within My institution

    • Entire network (100% of the records in the network – IZ/NZ)

    • Other specific institutions

    • Specific libraries from other institutions

    PVE_SP_Slot_CollaborativeNetwork.png

    Search Profile Slots

    Configuration Options

    Search Profiles

    Primo VE provides the following out-of-the-box service profiles on the Service Profiles page (Configuration Menu > Discovery > Search Configuration > Search Profiles) to allow users to search the entire collaborative network:

    • DiscoveryNetwork (All Libraries) – For collaborative networks only, searches within this profile include all resources that belong to your institution and other member institutions in the network.
    • DN_and_Cl (Search everything) – For collaborative networks only, searches within this profile include all resources that belong to your institution and other member institutions in the network, and all collections from the Central index.

    For more information, see Configuring Search Profiles for Primo VE.

    Custom Scopes

    By selecting the Entire Network scope population on the Custom Local Data Scope tab of the Define a Custom Scope page (Configuration Menu > Discovery > Search Configuration > Search Profiles), you can create additional scopes that allow users to search specific institutions, libraries, and metadata in the network. You can specify the following types of conditions for each custom scope:

    • Network Inventory > Other institution – Allows you to limit searches to other institutions in the network.

    • Network Inventory > Other Institution Libraries – Allows you to limit searches searches to libraries at other institutions in the network.

    • Metadata – Allows you to limit searches to specific metadata in the network.

    You can define up to three conditions for each custom scope. If you need to support more institutions/libraries, create a custom scope for each institution/library and link them to a search profile.

    For more information, see Defining a Local Data Scope.

    Brief Results Page

    In a collaborative network, users can use the facets on the Brief Results page to filter results by other member institutions and their libraries.

    PVE_BR_InstitutionFacet.png

    Brief Results Page with Other Institutions

    Configuration Options

    The General tab on the View Configuration page (Configuration Menu > Discovery > Display Configuration > Configure Views) allows you to configure the following options (see Configuring Discovery Views for Primo VE):

    • Include member institution physical inventory in facets – Select one of the following options to specify when locations for other institutions display for the Library facet on Brief Results page:

      • Never – Physical inventory from other member institutions will never display in the facets. When this option is selected, the Library facet options are disabled.

      • Only in cross institution search – Depending on the search scope, physical inventory from My Institution and other member institutions may appear in the Library facet.

      • Always – Regardless of the search scope, physical inventory from any institution may appear in the Library facet.

    • Library facet – Select one of the following options to configure the display of the Library facet for other institutions' libraries:

      • Do not display member libraries – Libraries for other institutions will not be listed under the Library facet, regardless of the setting for the Include member institution physical inventory in facets field.

        PVE_FacetNoLocations.png

        Other Libraries Not Displayed
      • Display member member libraries separately – Libraries for other institutions will appear under a separate facet called Other Libraries.

        PVE_FacetSeparateLibrary.png

        Other Libraries Facet
      • Display member libraries with my institution libraries – All libraries will be listed under the Library facet.

        PVE_FacetCombinedLibrary.png

        All Libraries under Library Facet

    Full Record Page

    The Full Record page displays detailed information for the selected record and allows users to request services for it. In a collaborative network, Primo VE allows users to perform the following actions per record:

    • View holdings for their home institution.

    • Place requests (such place hold and resource sharing requests) to their home institution.

    • View holdings/items of other institutions and place requests, which are based on the other institution's definition and user rights.

      PVE_GetIT_Other_Locations2.png

      View Holdings at Other Institutions
    • Place requests directly on other institutions when part of a fulfillment network.

      PVE_GetIT_PlaceRequest_OtherInstitution.png

      Place Request at Other Location

    Configuration Options

    The Display locations from member institutions field on the General tab of the View Configuration page (Configuration Menu > Discovery > Display Configuration > Configure Views) allows you to display physical holdings for other institutions under the Get It > GetIt Other section on the Full Record page. Otherwise, only the holdings from the user's home institution will appear in the Get It section. For more information, see Configuring Discovery Views for Primo VE.

    PVE_VC_GenTab_DiscoveryNetworkSettings.png

    Discovery Network Settings on View Configuration Page

    My Library Card

    In a collaborative network, Primo VE allows users to do the following in My Library Card:

    • See requests, loans, fines, and so forth for their home institution.

    • See requests, loans, fines, and so forth for other institutions that are part of a fulfillment network.

    PVE_MyLibraryCard_Consortium.png

    Institution Selector in My Library Card

    Central Package

    The Central Package, which is managed from the NZ, provides standard look and feel that member institutions in collaborative networks can use either as is without further customizations or as a template to make modifications specific to their institution.

    Creating the Central Package

    To aid in the customization of the Central Package, Primo Studio can be used to interactively customize it. All Primo Studio changes must then be uploaded to the view in Alma. For more information, see Primo Studio for Primo VE.

    To create the Central Package:
    1. From the NZ, open the Manage Central Customization Package page (Configuration Menu > Discovery > Display Configuration > Manage Customization Package) and define the CENTRAL_PACKAGE view.

      PVE_MngCentralCustPackage.png

      Define the CENTRAL_PACKAGE View
    2. Create your customization package using either of the following methods:

      • Primo Studio:

        In the Create Customization Package section, select Go to Primo Studio to create the customization package using Primo Studio. For more information, see Primo Studio for Primo VE.

        Make sure that the name of package's root directory has the following format: <institution_code>-CENTRAL_PACKAGE. For example: PRMO_NZ_INST-CENTRAL_PACKAGE.

      • Manual:

        1. In the Download Package section, download the Template View.

        2. Extract the package.

        3. Rename the VIEW_CODE directory using the following format: <institution_code>-CENTRAL_PACKAGE. For example: PRMO_NZ_INST-CENTRAL_PACKAGE.

        4. Make your customizations to the package. For more information, see Branding Your View.

        5. Compress the package, making sure that the root directory of the package is the directory that you previously renamed.

    3. In the Upload Package section, upload the compressed customization package that you either created manually or created with Primo Studio.

    4. Select Save.

    Using the Central Package Directly

    Primo VE allows you to use the Central Package directly if you do not want to make any customizations for your institution. With this option, your view will receive updates automatically from the Central Package.

    To use the Central Package directly:
    1. For each member institution, open the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views) and edit your institution's view.

    2. Select the the Manage Customization Package tab.

      PVE_IZ_PackageCustomizationTab.png

      Manage Customization Package Tab
    3. In the Inheritance section, select the Inherit from Central Package check box to use the look and feel of the Central Package for your view.

      Regardless of this setting, any package uploaded to the UI will override the Central Package's customizations.

    4. Select Save.

    Using the Central Package as a Template

    Primo VE allows you to use the Central Package as a template so that you can make specific customizations for your institutions.

    With this option, you can also inherit changes to the Central Package, but changes in your local customization package will override changes to the same elements.

    To use the Central Package as a template:
    1. For each member institution, open the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views) and edit your institution's view.

    2. Select the Manage Customization Package tab.

      PVE_IZ_PackageCustomizationTab.png

      Manage Customization Package Tab
    3. Create your customization package using either of the following methods:

      • Primo Studio:

        1. In the Create Customization Package section, select Go to Primo Studio to open Primo Studio.

          PVE_PS_BackToConfiguration.png

          Primo Studio - Using Standard Template
        2. Select Back to Configuration to open the Primo Studio Login page.

          PVE_PS_LoginPage.png

          Primo Studio Login Page
        3. Select the Primo VE and Use Central Package options, and then select Start your studio with the above details to open Primo Studio and to create the customization package. For more information, see Primo Studio for Primo VE.

          Make sure that the package's root directory is the view's code, which uses the following format: <institution_code>-<view_code>. For example: PRMO_MY_INST-OpenU.

      • Manual:

        1. In the Download Package section, download the Central Customization Package.

        2. Decompress the file so that you can edit the Central Package.

        3. Rename the root directory of the package to the view's code, which uses the following format: <institution_code>-<view_code>. For example: PRMO_MY_INST-OpenU.

        4. Make your customizations to the package. For more information, see Branding Your View.

        5. Compress the package.

    4. In the Upload Package section, upload the compressed customization package that you either created manually or created with Primo Studio.

    5. In the Inheritance section, select the Inherit from Central Package check box if you want to continue to receive updates made to the Central Package.

      Changes to elements in your package will override updates to these elements in the Central Package.

    6. Select Save.

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