Highlights / Rules of Thumb
- When looking at Ex Libris documentation, make sure the content is for Primo VE and not Primo Back Office.
- Discovery Views - DO NOT delete the baseline backup

- Understand which settings affect a view, which are institution-wide, and which are set by the consortia.
- Settings that affect a view: search configurations, record display, customization package, facets, dedup/FRBR
- Settings that are institution-wide: Display logic rules, ranking
- Settings that are set by FLVC: UBorrow, some local fields
- The areas highlighted below can be edited with the Discovery Admin role (accessing the Config area not required):

- Some areas require additional role/permissions. Examples include:
- bX Recommendations requires General Systems Admin roles (PPT 1 - slide 16)
- Collections Discovery - requires Collection Inventory Operator, Collection Inventory Operator Extended together with Collection Inventory Operator, or Digital Inventory Operator (PPT 1 - slide 22)
- Profiles for publishing electronic records to CDI and Google require Catalog Administrator, Repository Administrator, or General System Administrator (PPT 2 - slide 19)
- Display Logic Rules - requires Fulfilment Administrator or General System Administrator (PPT 2 - slide 23)
- When editing your Primo customization package, you can work with software such as Dreamweaver or Notepad++ or you can use Primo Studio. You must choose ONE method; you can't switch between programs.
- Local Fields
- We can only customize 100 local fields.
- 51-100 are for consortial use - approved by UISC
- 1-24 are for Dublin Core fields and must be the same across all institutions. Approved by DISC, coordinated with UISC
- 25-50 for local needs
- Limited to 10 fields that can be used in search/facet.
- See Discovery Primo guide for details
- Local Resource Types (not the same as material type):
- We can define maximum of 50 (as of May 2023) local resource types. Coordinated thru DISC and UISC
- All 40 institutions must use the same resource types.
- A login, such as Alma or Other, is required so FLVC can login to troubleshoot.
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- Indexing
- Semi-annual indexing. Some edits don't take effect until complete re-indexing (fields for search/facet and some resource types)
- 48-72 hours for CDI changes (Ex Libris is working to reduce this amount of time).
PowerPoint slides - July 2023: