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 |
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Introduction |
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. |
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September 23rd, 2021
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How Primo |
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 |
September 30th, 2021 |
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Search |
This session focuses on search configuration in Primo. These |
October 7th, 2021 |
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Search |
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. |
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October 14th, 2021 |
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Branding, |
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. |
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October 21st, 2021 |
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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. |
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October 28th, 2021 |
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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. |
November 4th, 2021 |
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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. |
November 11th, 2021 |
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Central |
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. |
November 18th, 2021 |
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External Data |
This session explores the process of loading records from external sources into Primo (for customers without Alma Digital). |
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December 2nd, 2021 |
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Deduplication |
This session examines the concepts and fundamentals of the Deduplication and FRBR processes in Primo. |
December 9th, 2021 |
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Primo |
This session explores the concepts and fundamentals of reporting and statistics in Primo. |
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December 16th, 2021 |