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  5. Primo VE (English)

Primo VE (English)

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No headers
  • Getting Started with Primo VE
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    • Primo VE Overview
    • Accessibility for Primo VE
    • Primo VE Glossary
    • Primo VE Sandbox
    • Security and Data Privacy
  • Go NDE
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    • Go NDE - Steps to Transition to NDE UI
    • Available Features, Functionality and Release Plan for NDE UI
    • NDE UI Enablement
    • Overview of the NDE Interface and Configuration
    • Customization Best Practices
    • Frequently Asked Questions - Go NDE
  • Getting Started with Primo Research Assistant
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    • FAQs
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      • Feature Alignment Schedule for Primo VE
      • Frequently Asked Questions for Primo VE
      • Frequently Asked Questions from Existing Primo Customers
      • UNIMARC Support
    • Collaborative Networks
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      • Overview of Collaborative Networks with Primo VE
      • Searching in Collaborative Networks
      • Display Functionality
      • Consortia Union View
      • Central Management in Collaborative Networks
    • Primo VE User Interface
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      • NDE UI Customization - Best Practices
      • Original UI Customization - Best Practices
      • Primo VE Usability Guidelines and Test Script
      • Configuring Display Languages for Primo VE
      • Display All Links in Full Display for CDI
      • Display PNX Record in Primo VE
      • Handling Bidirectional Text in Display Fields
      • Open Access Indication in Primo VE
      • Primo Studio for Primo VE
      • Quicklinks in Primo and Primo VE
      • Quicklinks Provider List
    • Search Configurations
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      • Configuring Search Profiles for Primo VE
      • Configuring Boolean Operators for Primo VE
      • Configuring Restricted Search Groups for Primo VE
      • Configuring Search Expansion with Controlled Vocabulary for Primo VE
      • Configuring Secondary Resource Types for Primo VE
      • Configuring the Ranking of Search Results in Primo VE
    • Display Configuration
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      • Configuring Discovery Views for Primo VE
      • Configuring the Services Page for Primo VE
      • Configuring Display Labels for Primo VE
      • Managing Display and Local Fields for Primo VE
      • Managing Tags for Primo VE
      • Authority Record Enrichment in Primo VE
      • Configuring Austlang and Custom Languages for Primo VE
      • Configuring Auto Complete for Primo VE
      • Configuring CDI Normalized Subject Headings for Primo VE
      • Configuring Contextual Relationships for Primo VE
      • Configuring Course Reserves for Primo VE
      • Configuring Hypertext Link Definitions for Primo VE
      • Configuring Normalization Rules for Display and Local Fields
      • Configuring Related Records for Display in Primo VE
      • Configuring Resource Types for Primo VE
      • Configuring the Display of Reference Entries for Topic Overviews
      • Configuring the Voice Search Assistant
      • Configuring Thumbnail Templates for Primo VE
      • Direct Linking to the Purchase Request Form in Primo VE
      • Export to Mendeley for Primo VE
      • Multi-Lingual Configuration in Primo VE
    • Library Card Configuration
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      • Additional Library Card Configurations for Primo VE
      • Configuring Display Labels for Library Notices Opt-In for Primo VE
      • Configuring the Loans Brief Display for Primo VE
      • Configuring Personal Details Settings for Primo VE
      • Configuring the Loans Full Display for Primo VE
      • Configuring the Pay Fine Link for Primo VE
      • Configuring the User Area Dashboard
      • Configuring the User Area Menu
    • Authentication Configuration
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      • Configuring User Authentication for Primo VE
      • Configuring Restricted User Groups for Primo VE
    • Configuring Delivery Services for Primo VE
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      • Primo VE Delivery Services
      • Configuring Discovery Interface Display Logic for Primo VE
      • Configuring Holdings Fields for Display in Primo VE
      • Configuring Holdings Search for Primo VE
      • Configuring Item Display for Primo VE
      • Configuring Request Forms for Primo VE
      • Configuring Resource Sharing Restriction Rules for Primo VE
      • Configuring the "May Also Be Held By" Service in Primo VE
      • Configuring the Display of Availability Labels for Holdings
      • Configuring the Location Filter List for Get It
      • Configuring the More From the Same Service in Primo VE
      • Configuring the Sort Order of Physical Items in Primo VE
      • Configuring the Template for the Location Map Link in Primo VE
    • Dedup and FRBR for Primo VE
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      • Understanding the Dedup and FRBR Processes (Primo VE)
      • Configuring the Dedup and FRBR Complete Keys in Primo VE
      • Dedup and FRBR Analysis Tool for Primo VE
      • Suppressing Groups of Records from Dedup/FRBR for Primo VE
    • Loading Records from External Sources into Primo VE
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      • Process Overview
      • Adding External Records to Collections for Discovery
      • Configuring Import Profiles for Primo VE
      • Configuring Normalization Rules for External Resources (Primo VE)
      • Creating Normalization Processes for External Data Sources
      • Deleting External Data Sources for Primo VE
      • Testing Normalization Rules for External Data Sources
      • Using the Mapping Table to Map Resource Types
    • Publishing for Primo VE
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      • Configuring Sitemap Files for Primo VE
    • Other Configurations
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      • Resource Recommender for Primo VE
      • Adding Domains for Discovery Showcase
      • Configuring bX Recommendations for Primo VE
      • Configuring CDI Document Attributes in Primo VE
      • Configuring Central Index and Proxy Settings for Primo VE
      • Configuring Deep Search in a Remote Primo VE Institution
      • Configuring Export to RIS and BibTex Encodings
      • Configuring Local Search and Facet Fields for Primo VE
      • Configuring Redirection for Primo VE Deep Links
      • Configuring the AZ List for Database and Journal Searches
      • Configuring the Central Index Linking Templates for Primo VE
      • Configuring the DEI Exclude List for Primo VE
      • Configuring the Discovery Search Widget
      • Configuring the Feedback Tool for Primo VE
      • Configuring the WPM Education E-Payment System for Primo VE
      • Discovery Customer Settings
      • Displaying Local Fields in DEDUP Records
      • Distributed Access to Electronic Resources in Primo VE
      • E-Mail Security Features in Primo VE
      • Configuring reCaptcha for Primo VE
      • Integrating the Google Search Console with Primo VE
      • Managing Add-Ons for the NDE UI
      • Managing Citation Styles for Primo VE
      • Mappings for Export Actions in Primo VE
      • Mapping to the Display, Facets, and Search Sections in the Primo VE Record
      • Setting Up Syndetics Unbound in Primo VE
      • Suppressing Alma Records from Primo VE
    • Configuring Advanced Search Interfaces (Original UI)
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      • Configuring Browse Search for Primo VE
      • Configuring Collection Discovery for Primo VE
      • Configuring Database Search for Primo VE
      • Configuring Fetch Item for Primo VE
      • Configuring Journal Search for Primo VE
      • Configuring Newspaper Search for Primo VE
    • Primo VE Analytics - Mixpanel
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      • Introduction to Mixpanel
      • Frequently Asked Questions - Mixpanel
      • Mixpanel - Project Settings
      • Mixpanel - Training Presentations
      • Mixpanel - Users, Roles, and Permissions
      • Mixpanel Boards
      • Mixpanel Cohorts
      • Mixpanel Events and Properties for the NDE UI
      • Mixpanel Reports
    • Primo VE Analytics - OBI
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      • Overview of Primo VE Analytics
      • Using Primo VE Analytics
      • Common Analytics Procedures for Primo VE
      • Analytics Subject Areas for Primo VE
    • End User Help (NDE UI)
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      • Creating Citations for Records in the NDE UI
      • Exporting Records in the NDE UI
      • Performing Advanced Searches in the NDE UI
      • Performing Basic Searches in the NDE UI
      • Saving Records in the NDE UI
      • Sharing Records in the NDE UI
      • Using the Enhanced User Area
    • End User Help (Original UI)
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      • Performing Basic Searches in Primo VE
      • Performing Advanced Searches in Primo VE
      • Personalizing Search Results in Primo VE
      • Filtering Search Results in Primo VE
      • Creating an RSS Feed in Primo VE
      • Fetching Specific Items in Primo VE
      • Paging through Search Results in Primo VE
      • Saving and Managing Alerts in Primo VE
      • Saving and Managing Records in Primo VE
      • Saving and Managing Search Queries in Primo VE
      • Exporting Records from Primo VE
      • Tagging Search Results in Primo VE
      • Using My Library Card in Primo VE
      • Filtering a Location's Items in Primo VE
      • Searching Linked Open Data - Person Entity
      • Using Citation Trails
      • Using My Favorites in Primo VE
      • Using the Brief Results in Primo VE
      • Using the Full Display in Primo VE
    • Linguistic Features for Primo VE
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        • Getting Started with Primo VE
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        Product
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