Training

Implementation: Primo VE and CDI Trainings

Google sheet with all recordings of ExL Mtgs
Basecamp notes for ExL Primo VE First Look Mtg on 9/17/20

Primo VE

Topic	Due date

Topic	Due date
Review Primo VE Configuration overview videos and related documentation Introduction to Primo VE (7 min) Primo VE Configuration Overview (8 min) Related Documentation: Alma Configuration Form Guide: See Ch. 14: Primo VE - Configuration Tab [Optional] Ch. 15: Primo VE - Digital Repository Tab	July 31, 2020
CDI related trainings: CDI Overview for Existing Customers (6 min) Single Activation for Existing Customers (15 min) [Optional] Single Activation with Alma and CDI Part 1: Alma and Primo Terminology, Activation Flow and Behaviour (54 min) Single Activation with Alma and CDI Part 2: Moving to CDI and Best Practices for Managing Collections in Alma (June 24, 2020) (52 min)	Sept 9, 2020
Using Primo: Learn how to conduct searches, refine results, and how to evaluate and access the resources in the results (22 min) How Primo Works: Learn about discovery, delivery, and optimization, and how library collections and e-resources are presented in Primo (18 min) What is Discovery and Delivery: The difference between discovery and delivery and how they work in Primo (7 min)	Sept 9, 2020
TASK: Post any questions related to the Primo VE /CDI trainings (to be discussed at Monday 9/14 meeting with ExL)	Sept 9, 2020
Additional Primo VE trainings: Search Profiles (10 min) Configuring View (18 min) Labels (4 min) Configuring Primo Interface Download and Upload the Customization Package (4 min) Contents of Customization Package (3 min) Customizing Images (3 min) Modifying CSS (5 min) External Resources External Resources: Overview (7 min) External Resources: Loading Data (15 min) Primo VE Dedup and FRBR Dedup and FRBR Overview (2 min) How to Test Dedup and FRBR (3 min) How to Suppress Dedup and FRBR (3min) Primo VE for Collaborative Networks Overview and Topologies (6 min) Discovery Overview and Configuration (10 min)	Sept 23, 2020

Note: keep an eye out to avoid “Primo” content; instead, we want “Primo VE.”

Home > Primo > Training > Primo VE Training
Ex Libris basic Primo VE site.
Home > Primo > Training > Primo VE Training > Intro to Primo VE > Intro to Primo VE - English > Getting Started
Audience is people who work with users (and who are users.)
Note: for those of us who feel like the current situation has made us a little slower than usual, pls consider watching the “Getting Started Part 03 Primo Central Index” more than once, with some time experimenting in another Primo instance in between. - Ellen A
Home > Primo > Training > Primo VE Training > Primo VE Administration Certification > Primo VE Certification - English
Audience is people who will be configuring, vs. people who will be evaluating the results and working with users. Still useful.
https://www.dropbox.com/s/3q4daladtv4jc60/primo-links.pptx?dl=0
Audience is librarians who are new to discovery in Primo at a UC. From UC Irvine, where “Filter by Availability” is not enabled for the default view. Subtitle: “The mysteries of discovery-scale article-level linking, explained.” 19 slides. (Screen shots and explanations pre-date CDI, but overall gist is same.)
Note: “Filter by Availability” as a default is likely to be an important question for this group.
Primo VE Customization Best Practices

Alma

knowledge.exlibrisgroup.com/Alma/Training

______________________________________________________________________________________________________________

Arranged in rough order of how best to watch through tutorials. Also provided a two “level” identifiers – level 1 is highly recommended for everyone to watch / read through, while level 2 is for anyone wanting a deep-dive into more specific training areas.

In the event that you run into an issue viewing a video, please use the “feedback” button in the bottom left corner of the page to notify Ex Libris of the issue, providing the browser and operating system you were on when the issue occurred, what specific video the issue occurred with, as well as details on what the issue is. Most videos also have a document version as well that you can read through.

Basic Information
Level	Training	Estimated Time (min)	Description
1	Ex Libris Customer Resources	5	An overview what training and informational material Ex Libris offers, and how to access.
1	Getting to Know Alma	90	Alma configuration and setup fundamentals. Includes an orientation, as well as a shallow dive into User Management, Acquisitions, Resources, and Fulfillment.
Network Zones
Level	Training	Estimated Time (min)	Description
1	Alma Collaborative Networks - Introduction	10	By the end of this training session, you will understand Collaborative Networks (also called “Consortia”) in Alma, and some of the functionality they support.
1	Shared Bibliographic Records in the Network Zone	10	By the end of this training session, you will understand how to perform a repository search in the Network Zone, what are some of the actions you can perform on shared bibliographic data, and how to save records in the Network Zone.
1	Alma Migration Considerations for Consortia	N/A	Webpage detailing multiple items for consideration when installing a consortial version of Alma
2	Alma Consortia: Cataloging	16	Cataloging workflows in an Alma Consortia
2	Alma Consortia: Acquisitions	25	Acquisitions workflows in an Alma Consortia
2	Centralized Configuration Options in Collaborative Networks	12	By the end of this training session, you will understand some key configurations made in the network institution and passed down to collaborative-network members, including fulfillment information, general electronic services, S/FTP profiles, and SAML integration profiles.
Other Material
Level	Training	Estimated Time (min)	Description
2	Alma Extended Training	N/A	Multitude of topics around Alma. Recommendation is to take a look at the list of topics and dive into any training you find relevant or of interest.
2	Intro to Primo VE: Getting Started	25	An overview of what primo is, the difference between discovery and delivery, and description of the Primo Central Index.
2	Intro to Primo VE: Using Primo	50	An overview of how to use primo, and how it works.
2	Primo VE for Collaborative Networks	15	Overview of Primo VE within a consortia, as well as configuration options
2	Implementation Webinars	N/A	This is a series of recorded webinars intended for new customers going through implementation, presented to help you better understand the choices you will need to make for your institution as you migrate to Alma.