Primo Toolkit > Orbis Cascade Alliance

Overview
The Primo Toolkit was a collaborative project begun in fall 2015 to identify and document commonly used customizations for enhancing and adding functionality to the Primo interface. The Toolkit covers a range of topics - from a guide to making changes in the Primo Back Office (PBO) to adding a permalink for search results in Primo. In 2017, the Primo Customization Joint Working Group added customizations to the Toolkit, focusing on the Primo New UI.

As Primo evolves, the need for some customizations will lessen and new customizations will be developed. With this in mind, the goal is for this Toolkit to evolve over time, with input from members of the Orbis Cascade Alliance. If you have feedback or ideas for additional items to include, feel free to submit using this form.

We invite libraries worldwide to use the content of our Primo Toolkit to better aid their users and develop their own customizations enhancing the Primo user experience. Central Package customizations can be found either on the Alliance GitHub repository or in the new Primo Studio.

Toolkit Documentation

Cookbooks

The following documents describe best practices and contain sample changes libraries wish to implement.

Alliance PCSG Alma Mashup Style Cookbook (added February 2018)
Primo Custom Email Cookbook (added November 2020)

Central and Local Packages in Primo New UI

Using Angular Modules in the Central Package - Best Practices (added August 2018)
Turn on inheritance from the Central Package (added February 2017)
Make changes in your local package (added February 2017)

Primo New UI - Customizations

Move facets to left with PBO (Added February 2017)
Inherit custom resource-type icons from the Central Package (Added February 2017)
Implementing WorldCat button for zero-result searches (Added February 2017)
Implementing a chat logo link in the new Primo UI header (Added February 2017)
Getting initial tab and scope to display (Added February 2017)
Toggle Advanced Fields (Added Oct. 2017)
Add a Javascript-based chat widget to Primo (Added December 2017)
Add custom action (Added April 2018)
Send SMS (Added June 2018)
Show/Hide Other Institutions (July 2018 revision) (Added June 2018)
Show/hide advanced search on mobile (Added 10-17-2018)
OA/peer-review modal windows (Added 10-17-2018)
Login Warning for Permanent Favorites List (Added August 2019 Updated March 11, 2020)
Enlarge Covers Customization (added March 11, 2020)
Banner at the Top of Primo (March 20, 2020)
Emergency Banner with JavaScript (April 28, 2020)
Get It/View It Loading Spinner (May 11, 2020)
External Search Facet (May 13, 2020)
OaDOI Link (May 26, 2020)
Text a Call Number (July 15, 2020)
Add custom links to the eshelf.menu (October 5, 2020)
Force User Login to Primo (November 17, 2020)
HathiTrust Availability Customization (March 18, 2021)

Getting Started with the Primo Back Office

Getting Up-and-Running with the PBO (added April 2016)
PBO vs. Alma in the Primo Display (added April 2016)
PBO Configuration: Views vs Institution- and Installation-Level Changes (added April 2016)
Uploading CSS, HTML, and Mashup Skins to the PBO (added April 2016)
Creating Location-Specific Scopes in the Primo Back Office (added April 2016)
Import Records into Primo from OAI Repositories (added April 2016)

Original Project Info
Duration: Fall/Winter 2015-2016
Members:

Nathan Mealey, chair (Portland State University)
Stewart Baker (Western Oregon University)
Kate Deibel (University of Washington)
Doug Eriksen (Seattle University)
Dawn Lowe-Wincensten (Oregon Institute of Technology)
Lesley Lowery, Discovery & Delivery liaison (Western Washington University)
Tamara Marnell (Portland Community College)

Primo Toolkit Archive