Getting Ready for Primo VE - April 2, 2020

The CARLI Instruction Committee and Public Services Committee together planned a daylong program for library staff exploring and discussing Primo VE. 
This program was originally planned to be in-person with streaming for some presentations. In March 2020, this program was changed to an online only program.

Presentations were recorded April 2, 2020.

Welcome and Introduction to the Day

Aaron Harwig from the College of DuPage began the daylong program with a welcome to attendees and an overview of the presentations for the day. Length: 4:57

Presentation Slides

Library Discovery Searching: An Overview

Denise Green from CARLI presented an overview session on library discovery searching.
Learning Outcome: Be able to answer the question, "What is Library Discovery searching and what is it not?" Length: 19:32

Presentation Slides

Primo VE & Ex Libris Product Development

Amy Maroso from CARLI presented on the accessibility and usability of Primo VE. Her session also included information about the Primo VE roadmap and how Ex Libris updates the software.
Learning Outcome: Webinar participants will learn some of the functionality of Primo VE. Length: 16:56

Presentation Slides

CARLI & Primo VE

Jessica Gibson from CARLI presented on how CARLI is implementing Primo VE for our I-Share institutions.
Learning Outcomes:

• Learn about basic Primo VE functionality in the I-Share consortial environment
• Understand general options for Primo VE customization
• Know where to find documentation on Primo VE customization and functionality

Length: 27:00

Presentation Slides

Primo VE & the Automated Fulfillment Network (AFN): A Demonstration

Debbie Campbell from CARLI gave a live demonstration on what users will see as they use Primo VE to log in/authenticate in the system, view materials, and borrow materials from I-Share libraries. Length: 39:28

Introducing a New Discovery Service to Your Campus: "Primed for Primo VE" & "Looking Back: Lessons Learned After Going Live"

Jessica Bastian from Illinois Central College identified what she and her colleagues are doing to prepare for the upcoming move to Primo VE including creating a communication plan, using a variety of communication channels, previewing Primo VE with their stakeholders, and creating Go Live goals and an elevator speech to share information about the new system.

Niamh McGuigan from Loyola University Chicago shared the importance of what a library calls your discovery service, offering training for your users, and incorporating the new service into library instruction. Length: 45:06

Jessica Bastian's Presentation Slides and Niamh McGuigan's Presentation Slides

Know Before you Go (Live): Advice for Creating Primo VE User Guides

Krista Bowers Sharpe, Western Illinois University, Christina Norton, Bradley University, and Dee Anna Phares, Northern Illinois University shared the collective efforts of the joint subcommittee to address the need libraries will have to provide end-user guides and documentation for Primo VE, particularly in the time immediately following our go-live date.

Learning Outcome: Participants will be able to make appropriate choices when creating Primo VE guides and tutorials for their patrons that are informed by the knowledge that certain formats may be best suited for certain types of assistance and that basic rules of graphical representation are important. Length: 22:58

Presentation Slides
Companion Webpage

Usability Basics: Test With Your Users

Chad Kahl from Illinois State University presented an overview of usability testing including the institutional review board (IRB) process, the recruitment of participants, participant selection, facilitator and notetaker training, testing, data analysis, and overall recommendations.
Learning Outcome: Describe the basics of usability testing. Length: 28:20

Presentation Slides