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, normalization rules, deduplication/FRBR, 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.
Note: There will be an optional, online exam, available at the end of the series. Successful completion of the exam will earn the participant a Badge of Completion for the course.
| Week | Session Name | Description | Additional Resources | Recordings |
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1 |
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. |
Thursday, January 11, 2024 Note: Captions on the recording were created by an automated system and are not entirely accurate. |
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2 |
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. |
Thursday, January 18, 2024 Note: Captions on the recording were created by an automated system and are not entirely accurate. |
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3 |
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. |
Thursday, January 25, 2024 Note: Captions on the recording were created by an automated system and are not entirely accurate. |
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4 |
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. |
Thursday, February 1, 2024 Note: Captions on the recording were created by an automated system and are not entirely accurate. |
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5 |
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. |
Thursday, February 8, 2024 Note: Captions on the recording were created by an automated system and are not entirely accurate. |
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6 |
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. |
Thursday, February 15, 2024 Note: Captions on the recording were created by an automated system and are not entirely accurate. |
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7 |
Deduplication and FRBR |
This session examines the concepts and fundamentals of the Deduplication and FRBR processes in Primo. |
Thursday, February 22, 2024 Note: Captions on the recording were created by an automated system and are not entirely accurate. |
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8 |
Primo Analytics |
This session explores the concepts and fundamentals of reporting and statistics in Primo. |
Thursday, February 29, 2024 Note: Captions on the recording were created by an automated system and are not entirely accurate. |
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Exam for Certificate of Completion |
Participants have the option to take an online exam at the end of the series. Successful completion of the exam will earn the participant a Certificate of Completion for the course. |
Exam is currently unavailable due to system migration. When you get to the Exam page, log in with your credentials for the Ex Libris Academy, which you might have created for other certifications, such as the Primo VE Administration Certification. If you don't already have a login for the Ex Libris Academy, click the "Register here" link. If you're not sure whether you have a login for Ex Libris Academy, click "Forgot Password." If you don't have an account, you won't get an email to reset your password, and you can Register a new account. Once you are logged in to Ex Libris Academy, if you are not immediately directed to the Exam:
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