Related product I-Share

Primo VE Discovery Interface

Revised: June 23, 2021

Primo VE To-Do's and future work:

  • Releasing the Primo VE I-Share Catalog "Union View"
  • Addressing 856 fields that display in Primo VE with other libraries' proxy information - CARLI staff have run a clean-up on nearly 1,000,000 bibs in the NZ to move institution- or proxy-specific URLS from field 856 to field 956. More clean-up is planned!
  • Creating a set of Consortial local display fields for Primo VE

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.
  • 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)
  • Changes made to bibliographic records (including adding records and Suppressing records from Discovery) should be reflected in Primo VE within 15 minutes. However for Central Discovery Index (CDI) resources, it currently takes up to 72 hours from publishing in Alma until full-text and searchable rights are visible in the Primo VE Discovery search.
  • See other I-Share institutions' Primo VEs by choosing from the list at: https://i-share.carli.illinois.edu

Primo VE Customization Documentation

Primo VE Customizations: Getting Started for CARLI I-Share Institutions

Primo VE Customizations: View Configuration Tabs

Common Primo VE Customizations

Customizing Labels and Headings in Primo VE

Primo VE Customization Package: Shared CSS and JavaScript Solutions

Primo VE Configuration Documentation

Primo VE Authentication for I-Share Libraries Using Single Sign-On

CARLI Recommendations on Local Fields in Primo VE for I-Share - CARLI Recommendations and instructions for how to add Local Fields for display, facet, and search.

CARLI Recommendations on Local Resource Types in Primo VE for I-Share

Add I-Share Results to "Everything" Search - The default Everything search does not include I-Share results; learn how to add them.

CARLI Recommendation for Tags in Primo VE - See why CARLI's Recommendation is to turn Tags OFF.

Primo VE Boosting Records in Blended Search Profiles

Primo VE Dedup and FRBR

Primo VE Results Ranking Configuration

Primo VE Display Documentation

Primo VE Resource Sharing Request Form - Consortial Required Settings - Information only. The display of this form is managed consortially by CARLI staff.

Primo VE default display fields of Bibliographic Records - Primo VE comes with a set of predefined fields for display in Bibliographic Records. This document describes which are turned on by default and which are not and links to instructions for turning on fields that are off by default.

Primo VE Holdings and Items default displays

Change the Number of Holdings Displayed in the GetIt Section of the Full Record

Display Logic Rules (DLR) and General Electronic Services (GES)

CARLI-Required Display Logic Rules for I-Share - Information only. These rules have been set up and will be maintained by CARLI staff.

I-Share Display Logic Rules Recipes for Requesting - Create Display Logic Rules to refine the behavior of when Local request links and I-Share/AFN request links appear to users in Primo VE.

Display Logic Rules for Electronic Resources - Create Display Logic Rules to control when certain full-text e-collections will appear over others.

Interlibrary Loan-Related Display Logic Rules - Create Display Logic Rules to control when the ILL-related service displays.

InterLibrary Loan and Alma General Electronic Services (GES) - how to set up services for ILLiad and Tipasa

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 to Primo VE in databases and indexes

Configuring OCLC Services to search Primo VE

Connecting to I-Share via Z39.50

Other Primo VE Information

Primo VE and EBSCO Databases  

Troubleshooting the WorldCat API in Primo VE

Ex Libris Central Discovery Index (CDI)

List of Other Libraries Using Primo VE - A list compiled by the CARLI Instruction and Public Services Committees (last updated April 23, 2020)

CARLI Primo VE Webinars

CARLI Discussion Sessions for the Ex Libris Primo VE "Become and Expert" Webinar Series - Held January - April 2021.

CARLI Resource Sharing in our New Age: Primo VE Configuration & Customizations of Labels - Presented January 22, 2021. This discussion focused on configuring and customizing labels in Primo VE with a focus on Resource Sharing needs.

CARLI Instruction Committee Webinar: Primo VE in Practice- Life After Going Live, 12/2/2020. Six presentations on practical experiences instructing patrons on how to use Primo VE, whether at a reference desk, in a classroom, or other setting.

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:

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.