Primo VE: Become an Expert

Last updated
Save as PDF
Share
1. Share
2. Tweet
3. Share

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.

Badge_Primo VE Expert.png

Week	Session Name	Description	Session Handouts	Registration APAC (and Western US)
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 (Note: Captions on the recording were created by an automated system and are not entirely accurate.)
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 (Note: Captions on the recording were created by an automated system and are not entirely accurate.)
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 Recording (Note: Captions on the recording were created by an automated system and are not entirely accurate.)
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 Recording (Note: Captions on the recording were created by an automated system and are not entirely accurate.)
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 Recording (Note: Captions on the recording were created by an automated system and are not entirely accurate.)
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 Recording (Note: Captions on the recording were created by an automated system and are not entirely accurate.)
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 Recording (Note: Captions on the recording were created by an automated system and are not entirely accurate.)
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 Recording (Note: Captions on the recording were created by an automated system and are not entirely accurate.)
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 Recording (Note: Captions on the recording were created by an automated system and are not entirely accurate.)
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 Recording (Note: Captions on the recording were created by an automated system and are not entirely accurate.)
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 Recording (Note: Captions on the recording were created by an automated system and are not entirely accurate.)
12	Primo Analytics	This session explores the concepts and fundamentals of reporting and statistics in Primo.	PPT Q&A	Thu, Dec 15 Recording (Note: Captions on the recording were created by an automated system and are not entirely accurate.)