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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 using the links below:                                                                                                                          Badge_Primo VE Expert.png                                                         

    Or register for individual sessions below.

     

    View 2021 session recordings as a playlist on YouTube here.
    Week Session Name Description Session Handouts Registration APAC (and Western US) Registration EMEA/NA
    1

    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

     

    Thu, Sep 22

    Recording

    2

    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

    Thu, Sep 29

    Recording

     

    3

    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

    Thu, Oct 6

    Singapore 7 am

    Sydney 10 am

    Los Angeles 4 pm (Wednesday, October 5)

    Register

    Thu, Oct 6

    Denver 8 am

    New York 10 am

    London 3 pm

    Register

    4

    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

     

    Thu, Oct 13

    Singapore 7 am

    Sydney 10 am

    Los Angeles 4 pm (Wednesday, October 12)

    Register

    Thu, Oct 13

    Denver 8 am

    New York 10 am

    London 3 pm

    Register

    5

    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

     

    Thu, Oct 20

    Singapore 7 am

    Sydney 10 am

    Los Angeles 4 pm (Wednesday, October 19)

    Register

    Thu, Oct 20

    Denver 8 am

    New York 10 am

    London 3 pm

    Register

    6

    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

     

    Thu, Oct 27

    Singapore 7 am

    Sydney 10 am

    Los Angeles 4 pm (Wednesday, October 26)

    Register

    Thu, Oct 27

    Denver 8 am

    New York 10 am

    London 3 pm

    Register

    7

    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

    Thu, Nov 3

    Singapore 7 am

    Sydney 10 am

    Los Angeles 4 pm (Wednesday, November 2)

    Register

    Thu, Nov 3

    Denver 8 am

    New York 10 am

    London 3 pm

    Register

    8

    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

    Thu, Nov 10

    Singapore 7 am

    Sydney 10 am

    Los Angeles 4 pm (Wednesday, November 9)

    Register

    Thu, Nov 10

    Denver 8 am

    New York 10 am

    London 3 pm

    Register
    9

    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

    Thu, Nov 17

    Singapore 7 am

    Sydney 10 am

    Los Angeles 4 pm (Wednesday, November 16)

    Register

    Thu, Nov 17

    Denver 8 am

    New York 10 am

    London 3 pm

    Register

    10

    External Data
    Sources

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

    PPT

    Q&A

     

    Thu, Dec 1

    Singapore 7 am

    Sydney 10 am

    Los Angeles 4 pm (Wednesday, November 30)

    Register

    Thu, Dec 1

    Denver 8 am

    New York 10 am

    London 3 pm

    Register

    11

    Deduplication
    and FRBR

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

    PPT

    Q&A

    Thu, Dec 8

    Singapore 7 am

    Sydney 10 am

    Los Angeles 4 pm (Wednesday, December 7)

    Register

    Thu, Dec 8

    Denver 8 am

    New York 10 am

    London 3 pm

    Register

    12

    Primo
    Analytics

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

    PPT

    Q&A

     

     

    Thu, Dec 15

    Singapore 7 am

    Sydney 10 am

    Los Angeles 4 pm (Wednesday, December 14)

    Register

    Thu, Dec 15

    Denver 8 am

    New York 10 am

    London 3 pm

    Register

     

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