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    Primo VE - Become an Expert

    We are excited to invite you to the Primo VE - Become an Expert webinar series. Get the most out of Primo VE! This course will delve into advanced topics including building effective searches, configuration, branding, normalization rules, loading external data sources, CDI, and more. Classes will be relevant for Discovery experts and new users alike. All sessions will be recorded and posted here for those unavailable to attend the live sessions. 

    Register for multiple sessions simultaneously here.
    Session Name Description Session Handouts Date and Time Registration Link Recordings
    Introduction
    to Discovery
    This session focuses on how users can conduct effective searches, refine results, and evaluate and access the resources in the results. Also explores other methods available to users for discovery, including the newspaper search, collection discovery, browsing journals by category, and more.

    PPT

     

    January 28th

    10am CT

    Register Here

     

    Recording

    YouTube

    How Primo
    Works
    This session focuses on the concepts of discovery and delivery, how library collections and e-resources are presented in Primo, and how the user experience can be customized. Also explores what factors
    influence searching for physical and electronic resources, and how results are ranked using Primo’s relevancy ranking algorithms.

    PPT

    Q&A

    February 4th

    10am CT

    Register Here

     

    Recording

    YouTube

    Search
    Configuration
    This session focuses on search configuration in Primo. These
    configurations include setting up the search scopes, profiles and slots, configuring basic and advanced searches, and configuring ranking for both local and blended searches. We’ll also take a look at
    how to set up restricted user groups and restricted search groups.

    PPT

    Q&A

    February 11th

    10am CT

    Register Here

     

    Recording

    YouTube

    Search
    Interfaces
    This session focuses on how to configure optional features in Primo, including various search interfaces and a few features that can be used to enhance the search results.

    PPT

    Q&A

     

    February 18th

    10am CT

    Register Here

     

    Recording

    YouTube

    01:09 - Browse Search
    09:57 - Newspaper Search
    19:23 - Journal Search
    25:13 - Database Search
    40:55 - Collection Discovery
    46:46 - Tags
    50:31 - Resource Recommender

    Branding ,
    CSS, HTML
    This session focuses on how to brand the Primo environment with your institutions logos and colors, and how to effectively edit and maintain the CSS and HTML files. Includes how to use Primo Studio, and the Customization Package Manager, and provides resources for using the Primo-explore dev environment.

    PPT

    Q&A

     

    February 25th

    10am CT

    Register Here

     

    Recording

    YouTube

     

    Display This session focuses on how to customize aspects of the display in Primo, including the brief and full display of records, the text that appears in the interface, sort and facet configuration, the related records display, and library card account configuration.

    PPT

    Q&A

     

    March 4th

    10am CT

    Register Here

     

    Recording

    YouTube

    Delivery This session focuses on how delivery is configured for both physical and electronic resources. Includes requests configuration as well as how delivery options display in the full record.

    PPT

    Q&A

    March 11th

    10am CT

    Register Here

     

    Recording

    YouTube

    Local Data This session focuses on how to manage display and local fields, how to configure normalization rules for fields used in the display, search and facets areas, and how to configure local resource types.

    PPT

    Q&A

    March 18th

    10am CT

    Register Here

     

    Recording

    YouTube

    Central
    Discovery
    Index
    This session focuses on how Alma, Primo, and CDI operate with each other, how to activate collections in CDI and how to troubleshoot and resolve issues with electronic resources from CDI.

    PPT

    Q&A

    March 25th

    10am CT

    Register Here

     

    Recording

    YouTube

    External Data
    Sources
    This session explores the process of loading records from external sources into Primo (for customers without Alma Digital).

    PPT

    Q&A

    April 1st

    10am CT

    Register Here

     

    Recording

    YouTube

    Deduplication
    and FRBR
    This session examines the concepts and fundamentals of the Deduplication and FRBR processes in Primo.

    PPT

    Q&A

     

    April 8th

    10am CT

    Register Here

     

    Recording

    YouTube

    Primo
    Analytics
    This session explores the concepts and fundamentals of reporting and statistics in Primo.

    PPT

    Q&A

     

    April 15th

    10am CT

    Register Here

     

    Recording

    YouTube

     

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