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    Primo VE: Become an Expert

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    Badge_Primo VE Expert_web.pngWe 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

    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.

    • Presentation Slides

    • Questions and Answers from the live training sessions

    Thursday, January 11, 2024

    Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

    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.

    • Presentation Slides

    • Questions and Answers from the live training sessions

    Thursday, January 18, 2024

    Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

    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.

    • Presentation Slides

    • Questions and Answers from the live training sessions

    Thursday, January 25, 2024

    Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

    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.

    • Presentation Slides

    • Questions and Answers from the live training sessions

    Thursday, February 1, 2024

    Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

    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.

    • Presentation Slides

    • Questions and Answers from the live training sessions

    Thursday, February 8, 2024

    Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

    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.

    • Presentation Slides

    • Questions and Answers from the live training sessions

    Thursday, February 15, 2024

    Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

    7

    Deduplication and FRBR

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

    • Presentation Slides

    • Questions and Answers from the live training sessions

    Thursday, February 22, 2024

    Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

    8

    Primo Analytics

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

    • Presentation Slides

    • Questions and Answers from the live training sessions

    Thursday, February 29, 2024

    Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

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