Rev. July 15, 2020
Overview of Primo VE for I-Share Libraries
- Primo VE provides discovery for the library’s catalog of physical and electronic resources, as well as consortial resources and resource sharing.
- Primo VE includes a Central Knowledge Base of e-resource packages and authority records.
- All I-Share libraries have Primo VE at no extra charge and Primo VE will replace New VuFind, VuFind 0.6, and WebVoyage as the interface that CARLI supports for all institutions.
- In Primo VE, patrons can view their account and all items checked out or requested from all I-Share institutions, place requests (as allowed), and renew materials.
- There will be a Union Catalog View branded as I-Share that contains all I-Share libraries’ holdings at a separate URL. (coming soon)
CARLI Documentation and Information
Customization
Primo VE Customizations: Getting Started for CARLI I-Share Institutions
Primo VE Customizations: View Configuration Tabs
Common Primo VE Customizations
Configuration
Primo VE Authentication for I-Share Libraries Using Single Sign-On
Primo VE Resource Sharing Request Form - Consortial Changes
Primo VE default display fields - Primo VE comes with a set of predefined fields for display. This document describes which are turned on by default and which are not in the Details section (also known as the Details Service), and provides links to instructions for turning on fields that are off by default.
Connecting to Primo VE
How to create a Primo VE Search Box on your website
Direct URLs to Primo VE pages (Full Display, Advanced Search, My Library Card, Login)
How to create your base link resolver URL to embed links in Primo VE to databases and indexes
Configuring WorldCat to search Primo VE
Other information
List of Other Libraries Using Primo VE - A list compiled by the CARLI Instruction and Public Services Committees
CARLI's Alma and Primo VE Frequently Asked Questions (FAQs)
Getting Ready for Primo VE webinar series - Presented April 2, 2020. Seven short webinars on Primo VE topics of interest to CARLI I-Share libraries.
Ex Libris Documentation, Training Videos, and Information
Ex Libris Knowledge Center Primo VE Documentation Page - This page provides links to all Primo VE documentation. Selected links for specific tasks/information are highlighted below:
- End User Help
- Accessibility in Primo VE
- Primo VE Glossary
- Frequently Asked Questions for Primo VE
- Configuring Discovery Views
- Configuring Search Profiles
- Overview of Collaborative Networks in Primo VE - including functionality and configuration options when searching I-Share
- Primo VE Customization - Best Practices
- Primo Studio for Primo VE - an optional tool to assist with the editing of colors and logo
- Mapping to the Display, Facets, and Search Sections in the Primo VE Record
Ex Libris Knowledge Center Primo VE Training Videos Page - This page provides links to all Primo VE training videos. Selected videos are highlighted below:
- Getting Started with Primo VE - 3 short videos provide an overview to Primo VE (23 mins. total)
- Using Primo VE - the first video (22 mins.) describes how to search and refine results and print/save/email them; the second video (24 mins.) describes how Primo VE works and how resources are presented
- Configuring the User Interface - 5 short videos on configuration (23 mins. total)
- Primo VE Certification Videos - This set of 6 videos (62 mins. total) provides a broad overview of Primo VE Configuration and can be watched anytime independently from Primo VE Certification training.
Ex Libris Primo VE Release Notes Pages
Ex Libris Feature Alignment Schedule for Primo VE
Ex Libris Alma Release Schedule for 2020 - Primo VE is part of Alma, so the Alma release schedule applies to Primo VE.
Ex Libris Advanced Development Resources for Customization
Ex Libris GitHub Development Environment
Ex Libris GitHub Explore Package
Community Knowledge document: Primo VE - Customization guide September 2018 - this document from Technion Libraries in Israel describes a number of specific customizations they have made with CSS and JavaScript.