General

• Primo NDE: Dates and documentation from Clarivate for migration planning.
• Primo VE Cookbook: A collaborative document of links to resources about Primo VE configuration, as well as suggestions for troubleshooting and testing.

Alliance Groups

Primo Release Testing

• Primo Release Testing Standing Group
• 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.
• Ex Libris Primo Release Schedule and Rollout Policy

Customization

• Primo Customization Standing Group
  • Primo VE Toolkit: PCSG shared customizations updated for VE.
• Using the Development Environment for VE: A presentation by LaVonna Sydow at Reed (Video, 5:27)
• Primo VE Delivery Services Cookbook: Recommendations for styling the Get It/View It section of full records in Primo VE from the PCSG.

Resource Types and Normalization Rules

• Normalization Rules Standing Group
  • Submit feedback on Primo VE display fields and resource types or view existing feedback.
• Working with NRSG Local Resource Types in Primo VE: How to apply NRSG-developed Local Resource Types to your IZ-only records.

Standardization

• Primo Standardization Project Group: This group completed its work in January 2018.
  • Primo standardization white paper (PDF): Provides a framework for the Alliance’s discussion of whether, how, and to what extent Primo should be standardized across member institutions.

How To’s

Authentication

• Steps to create new SAML profile for Primo VE (Google Doc): An example from OHSU of how to set up a SAML profile for an institution’s new CNAME URL for Alma and Primo VE. (Video, 1 hour)

External Sources

• External Sources: A GitHub repository from Blake Galbreath (WSU) for loading OAI-PMH pipes into Primo VE
• Adding Archives West as an external resource: Documentation for creating a Discovery Import Profile to load Archives West records from one or multiple repositories.

Other

• Export a List of Primo Search Results via the PNX API and Convert JSON to CSV (PDF): How to turn Primo search results into comma separated value (CSV) files.
• Bookmarklet to View Label Codes: A bookmarklet to view codes for use in modifying the Labels tables.

Ex Libris Documentation

• Primo VE LibGuide
• Main Primo VE documentation hub on the Knowledge Center
• Capabilities of Primo VE with Alma
• Primo VE FAQs
• Primo VE release notes
• Primo VE Training and Certification hub
• Accessibility information:
  • Ex Libris’s statement on Primo (and VE) accessibility has been updated as of 3/25/2021. This page contains links to the full VPAT for Primo, as well as lists of resolved and outstanding accessibility issues.
  • Ex Libris has had a 3rd-party accessibility audit performed by Deque, in an effort to get Primo compliant with WCAG 2.1, Level AA.