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    Become an Expert: Primo VE

    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. 

    View sessions as a playlist on YouTube here.
    Session Name Description Session Handouts 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

    Q&A

     

    September 23rd, 2021

    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

    September 30th, 2021

    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

    October 7th, 2021

    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

     

    October 14th, 2021

    Recording

    YouTube

    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

     

    October 21st, 2021

    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

     

    October 28th, 2021

    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

    November 4th, 2021

    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

    November 11th, 2021

    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

    November 18th, 2021

    Recording

    External Data
    Sources

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

    PPT

    Q&A

     

    December 2nd, 2021

    Recording

    YouTube

    Deduplication
    and FRBR

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

    PPT

    Q&A

    December 9th, 2021

    Recording

    YouTube

    Primo
    Analytics

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

    PPT

    Q&A

     

     

    December 16th, 2021

    Recording

    YouTube

     

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