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Primo Documentation

See the Primo Documentation page for information on the new Primo UI, Primo Customization, Primo Standardization, how tos, Primo Analytics introduction, and Primo Back Office and Primo / Alma integration. 

Primo Release Testing

Primo Release Testing Documentation: Includes customized release notes and feedback form responses from past Primo releases. Also includes standard searches and functionalities to test following Primo releases.

Alliance Alma/Primo release calendar

Normalization Rules

See Normalization Rules Standing Group (NRSG) page (part of the SCTS Program) including the Policies & Best Practices and the Document tabs.

User Testing Toolkit

User Testing Toolkit: Created by the User Testing Toolkit Project Group in April 2018 to provide Alliance libraries with resources to perform user testing at their institution. The toolkit is broken down into the following sections:

  • User Testing FAQ and Resources
    • This page provides general resources for user testing.
  • Sample User Testing Documentation
    • These pages gather sample user testing documentation used by institutions in the Orbis Cascade Alliance and generic templates found in other user testing resources.
  • User Testing Overview for Librarians and Archivists: A Guide to Performing User Tests in your Library
    • This guide is for librarians and archivists who want to understand what goes into user testing coordination and implementation.
    • Supports how to perform user testing with any type of library and archives patron in order to understand what success and challenges they have with different kinds of interactive digital systems like online library catalogs, digital collections repositories, library websites, and finding aid repositories.

Primo Reference and Instruction Survey Report (2018-2019)

In January of 2018, the Discovery and User Experience Team conducted a survey aimed at gathering information from an important group of stakeholders that interact directly with our students; Reference and Instruction Librarians and Staff. This effort concluded with a final report detailing the team's findings after a year long analysis period.  

Primo for Reference and Instruction Meeting (PRIM) - Whitman College, March 14, 2016

Recorded Presentations

Last update: 12/28/2017