Primo VE: Become an Expert

Get the most out of Primo VE! This course delves into advanced topics including building effective searches, configuration, normalization rules, deduplication/FRBR, and more

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
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.
	Series quiz and Certificate of Completion available on the Library Software Academy