Reference and Instruction

• Presentations and Panels
  • Building it as we go: Instruction evolution during COVID (captioned video, agenda and notes)
  • Open Call Presentations – many of the DUX Open Calls contain short presentations or demos arranged by the Discovery Training Standing Group (DTCSG). Look for them listed in the details section of the Open Call Recordings page.
  • Primo VE for the Reference/Instruction Librarian (captioned video, uncaptioned video) – Kathleen Veldhuisen, Chemeketa
• 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.
• Synonyms in Primo Searches – Primo has built in synonym types for searching, including numbers (1=one), US or British spellings (color=colour), hyphenations and spaces (web site=website), and common mis-spellings (archaeology=archeology). This is a link to the full list of synonyms applied to Primo searches, Alliance-wide, as of December 2021. Members desiring an addition to the synonym file may submit their suggestions using this form. Because these additions impact all Alliance institutions, the DUX Team will present requested additions to the community by email or during open calls to confirm that the addition is desirable across our membership.

Accessibility

Digital Materials and PDF Checklist

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 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.