Primo Functional Calls

CSU Primo Training Calls


Spring 2017 Primo Functional Calls

These recordings require the Web Ex Player (for .ARF files).  Please download and install the software to view the recording.

Fall 2016 Primo Functional Calls

These recordings require the Web Ex Player (for .ARF files).  Please download and install the software to view the recording.

Date

Video recording

Time

Ex Libris Notes

Oct 6, 2016Introduction to Primo43:15Primo Notes 10/06/16
Oct 13, 2016

Publishing platform, pipes, PNX

50:04Primo Notes 10/13/16
Oct 20, 2016

Normalization Rules

58:06
Oct 27, 2016Scopes, views, labels43:27

Primo (Training for Primo administrators) - Oct 2016
http://knowledge.exlibrisgroup.com/Primo/Training/Primo_Administration

Meeting information:

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Meeting number:590 719 078
Meeting password: California

Join by phone
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Conference Code: 547 370 8445


Primo Functional Call 1 Thurs Oct 6 1-2

By Monday Oct 3 watch these videos and submit questions to PM or Discovery


Primo Functional Call 2 Thurs Oct 13 1-2

By Monday Oct 10 watch these videos and submit questions to PM or Discovery


Primo Functional Call 3 Thurs Oct 20 1-2

By Monday Oct 17 watch these videos and submit questions to PM or Discovery

  • 06 Normalization Rules Overview
    Normalization rules are used by Primo to convert records of all types into the PNX format during publishing. This sessions shows where to modify normalization rules in the back office.
  • 07 Normalization Rules Configuration
    This session shows you how to create a normalization rules set; edit and add normalization rules; and how to test normalization rule changes.
  • 08 Normalization and Delivery Template Mapping Tables
    Normalization mapping tables contain definitions needed for normalization, such as how to handle library and institution codes. Delivery Template mapping tables contain information on how Primo provides URLs to different external systems. This session demonstrates how to configure these mapping tables.


Primo Functional Call 4 Thurs Oct 27 1-2

By Monday Oct 24 watch these videos and submit questions to PM or Discovery

  • 09 Local Search Scopes
    Search scopes in Primo allow users to exclusively search certain repositories and collections. You can define scopes for your institution, allowing users to select desired scopes in the Front End.
  • 10 Primo Views
    The end user interface of Primo is called a View. Different views can be displayed to different users, depending on your library's needs and preferences. Find out here how you can create views and the many configure them in many different ways.
  • 11 Updating Display Labels
    User-Interface text appearing in the Primo Front End is arranged in display labels, which can present different variations of the text to different users. You can update the values of display labels through the corresponding code tables in the Primo Back Office.