Discovery and E-Resources Guide

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.
•     
• 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:

Follow the link for important information about downloading and uploading files in the Manage Customization Package area.