Introduction to Primo Copyright Statement and Disclaimer All of the information and material, including text, images, logos and product names, is either the property of, or used with permission by, Ex Libris Ltd. The information may not be distributed, modified, displayed or reproduced in whole or in part without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is provided on an "AS IS" basis for general information purposes only without any representations or warranties, whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, and its subsidiaries and related corporations disclaim any and all liability for use of this information, even if advised of the possibility that loss, damage or expenses may arise. Ex Libris Ltd., 2012 1
Today s Goals What Primo is What Primo does How Primo works Today s Agenda 2
What is Primo? Where can I find the information I need?? What is Primo? Local holdings in the OPAC Print and cataloged electronic resources in ILS Digital Repositories DigiTool, CONTENTdm, DSpace, Fedora Other Electronic Resources DBs via MetaLib, Articles in Primo Central, EBSCO via API 3
What is Primo? Primo provides users with a solution that enables DISCOVERY & DELIVERY of print and digital information sources, regardless of their format or location. What is Primo? Discovery 4
What is Primo? Delivery Continuing On 5
Primo Terminology Front End / View Front end / View the end user interface of Primo Customizable Search box on library web page Primo Terminology BACK OFFICE Back office administrative interface for Primo NOTE: Access to the Primo Back Office is for Direct and Local customers 6
Primo Terminology Data Source Data source a repository of bibliographic records Integrated Library System Primo Terminology Publishing Platform Digital repositories Publishing Platform Primo Database Print collections Electronic resources PNX 7
Primo Components Integrated Library System Back Office Front End Other Sources Publishing Platform Primo Database Search Engine Digital Repository Primo Terminology Scope Scope group of records in which a search is performed Library Catalog ILS data Primo Central Primo Central citations Everything ILS and Primo Central Books, Articles and More ILS data, Primo Central, and Digital Repository Books and More ILS Data Articles and More Primo Central Books in Partner Libraries Consortia ILS data 8
Primo Terminology Facets Facet group of search results used to refine results Facets Availability Topic/Subject Creator /Author Creation Date Resource Type Language Local Collections Primo Terminology Relevance Proprietary ranking algorithm that decides the display order of the results (specifically Popularity) Was created not only with up front input from our Primo customers but feedback from live Primo sites 9
Primo Terminology FRBR FRBR - Functional Requirements of Bibliographic Records. Rules that form relationships between different manifestations of the same work. Continuing On 10
Primo Integration with SFX Delivery method for online resources Link to A- Z list Data source Accessing SFX via Primo: A-Z List 11
Accessing SFX via Primo: View Online Continuing On What is Primo? Primo Terminology Integration with SFX Primo Central OPAC Integration Additional Resources 12
Primo Central An index created with a mega-aggregation of hundreds of millions of scholarly e-resource citations of global and regional importance Includes citations for journal articles, e-books, reviews, legal documents and more Harvested from primary and secondary publishers and aggregators, and from openaccess repositories Provided by ExLibris as a Cloud Service Primo Central Activation Wizard Access for TotalCare via link Direct/Local also via Back Office Primo Home > Ongoing Configuration Wizards > Institution Wizard > Next to the PC Key > 13
Continuing On OPAC Integration 14
OPAC Integration OPAC via Link (OvL) Deep link into legacy interface Used if OvP not possible OPAC via Primo (OvP) API-based communication with ILS OPAC functionality is offered directly by Primo Available for Aleph and Voyager customers OPAC Integration OvL Locations Tab Calculated availability status (based on PNX and information about the user) Fixed availability status (based on PNX) To see the full holdings list click here (opens the Request tab in a new window) Availability may be updated by RTA 15
OPAC Integration OvP Locations Tab Calculated availability status (based on PNX and information about the user) Availability may be updated by RTA Fixed availability status (based on PNX) This information comes directly from the ILS in real-time 31 OPAC Integration OvL Request Tab (Aleph) You can use any label you like for the request (or any other tab) NOTE that the OPAC is displayed in an iframe 16
OPAC Integration Voyager Standard Requests - OvP Non-standard requests - OvL OPAC Integration OvP Request Tab ILS determines which request types display ILS determines which request form fields display (some optional fields can be suppressed in Primo) 17
OPAC Integration -- OvP Library Card OPAC Integration -- OvP Library Card 18
What is Primo? Primo Terminology Integration with SFX Primo Central OPAC Integration Additional Resources Additional Resources Primo UI End User Help Online Primo Course What is Primo Central? Learning Center Introduction to SFX 19
Thank you for attending! Introduction to Primo Jean Cabaup Project Manager, SFX/Primo Trainer 20