Links to information on Ex Libris’ knowledge center about loading external collections:
Loading Records from External Sources into Primo VE
Please see the document on TEAMS via this link which contains various notes about Digital harvesting in Primo VE.
The document includes the content we discussed at the 10/14 DISC meeting and notes from FLVC Library Services meeting with Ex Libris on 10/27. In addition to resource type standardization, Ex Libris identified a few other areas where the Discovery Working Group could use assistance with standardization. These items are in the linked document.
Ex Libris’ expectation is that they will provide the training and then the institutions/FLVC Library Services will configure profiles for and harvest the remaining collections. The profiles are considered “retained configuration” which means that they will not be wiped out when the Full Test Load phase is over. The data will need to be re-harvested, but the profiles will remain in Alma. The Full Test Load phase runs mid-February – late April.
Here are the links to the recording and slides from the webinar on Primo VE Configuration Form Review.
The links are also posted on the Implementation LibGuide.
FAQ
Do you know if the vendor has a previous example of Resource Type crosswalk? One from another consortia would be great.
Short Answer: No.
Vendor Reply:
Unfortunately, I don't have or maintain examples of Resource Types. Resource Types and their usage can vary widely (or not) from collection to collection. My suggestion is to develop a master list relevant to Florida Library Services. You can always inquire on the Primo Listserv, if you have Resource Type issues of special concern.
Also, are we able to add new resource types that are not in the current right side of the form? I.e. Thesis. These are not dissertations and would not be a good fit in “dissertations” but also deserve not to be listed as “other.”
Short Answer: Yes, but we are allowed only 20 local resource types whether for bibs or digital. The Discovery working group is looking at this now. The "20" applies to both areas. DISC will have to propose resource types for consideration with the other local resource types that might be added.
Also please note that could change the label of the example to Dissertations/Theses as an option.
Vendor Reply:
The OTB existing Primo VE Resource Types and how they are assigned are explained in the first two documentation links below. Not all of the Resource Types suggested by the mapping column 2 of the above documents are part of the OTB set. Anything new or not in the existing list would have to be added as a Primo VE Local Resource Type, as per the third documentation link below. The 20 local resource types limit applies to all Primo VE, digital or otherwise.
Yes, you can rename "dissertations" to "dissertations/theses" via the Labels table "Facet Resource Type Labels" - in Discovery UI Labels code table (Configuration Menu > Discovery > Display Configuration > Label), see the fourth documentation link below. I would recommend that you consider how complete of a list of Local Resource Types you want to maintain ongoing, before taking on too many or too fine of a granularity.
Primo VE existing Resource Types:
Documentation: "Mapping to the Display, Facets, and Search Sections in the Primo VE Record" - "MARC21 and KORMARC - "Mapping Resource Types in Primo VE" - "MARC21 and KORMARC - Resource Type Mapping" ExLibris' Page: Mapping to the Display, Facets, and Search Sections in the Primo VE Record
Documentation: "Supported Resource Types in Primo VE": Ex Libris' Supported Resource Types in PrimoVE page
Primo VE Display Labels:
Documentation: "Configuring Display Labels for Primo VE"
I hope this helps clarify.
Can we copy digital collection profiles down from the union Primo to the local?
Short Answer: Yes
Vendor Reply:
"Resources > Import > Manage Import Profiles" then select the "Network" tab. On the ellipses, there is a copy option. For more information, please review the "Managing Import Profiles" documentation link.
Documentation: "Managing Import Profiles" - "Creating/Editing an Import Profile: General Profile Information"
and Editing_an_Import_Profile:_General_Profile_Information
Are the "Resource Types" for the digital repositories a seperate list from the resource types for Alma. Can someone confirm?”
The link Sharai and Terry put in the chat describes the resource types in Primo VE. Note that these are not material types as used in Alma. We are used to Material type/resource type/format being nearly synonymous in Mango, but that’s not the case in Alma/Primo VE. The link below should jump directly to the section on resource types.
Mapping to the Display, Facets, and Search Sections in the Primo VE Record
For bibs, the table labeled MARC21 and KORMARC Resource type mapping lists the possible resource types in the first column. The resource types are derived from bib fields as listed in the table. For digital repositories, the Dublin Core mapping section in this documentation states: Primo VE determines a record's resource type based on the existence of the following fields in order: discovery:resourceType field, dcterms:type field, and dc:type field. Since the resource type comes from the Dublin core metadata, I looked to that documentation for the resource types used. They are listed here: https://www.dublincore.org/specifications/dublin-core/resource-typelist/
The Primo VE – Digital Repository tab on the Configuration Spreadsheet has that section headed this way:
|
From DC Resource Type (dc:type / dcterms:type) |
To Primo Resource Type |
Staff must map the dc type in the first column to the primo resource type in the second column. The second column is pre-populated with the list as shown in Ex Libris’ documentation at the link above. This is the section that DISC is helping us with because we need to have all the mappings the same. For example, dc type of image should be mapped for everyone to the Primo resource type of image, dc type of model must be mapped to Primo resource type of realia (or mapped to Primo resource type of other, as long as this mapping is the same for all 40).
In addition to the out-of-the-box resource types, we are able to identify 20 local resource types. This is something the discovery WG has been working on. Ex Libris’ recommendation and what the working group agrees is that the 20 local resource types need to be the same across all 40 institutions so that “headphones” appear as “headphones” no matter which Primo VE view is being looked at. This is just an example—not one that has already been decided. What Florida Library Services learned recently is that the 20 local resource types span both bibs and digital. In other words, we can add local resource types for bibs and local resource types for digital, but it’s not 20 per each category. It’s 20 local resource types across both categories.
What format types are we using in the Florida Open Academic Library (FOAL)? ( for 2020)
Book (8)
Cartographic (77)
Finding Aid (16,876)
Mixed Material (900)
Mixed Materials (1)
Moving Image (596)
Notated Music (745)
OER (786)
Online Resource (1,131,745)
PDF (56,698)
Poster (1)
Software, Multimedia (21)
Sound Recording (54)
Sound Recording-musical (125)
Sound Recording-nonmusical (27)
Still Image (63,005)
Text (72,712)
Three Dimensional Object (16)
Video (2)
Deleted or hidden records are still showing in Primo, how can I remove these from Primo VE?
Clearing the Harvest Start Date field in the import profile then running Reload and Delete fixed the problem.