1. Understanding the Primo Back Office
Jean Cabaup, Training Consultant

2. Welcome and Introductions
Jean Cabaup
Training Consultant, Global Education Team

3. Session Objectives
Session Description: In this session, attendees will be introduced to the Primo Back Office. We'll discuss how Primo works, and see the areas of the Primo Back Office that control where and how data is loaded, how the views are customized, and more.
Session Objective(s)
By the end of this session you will understand how the functional areas in the Primo Back Office are used to
Recognize and reflect the administrative structure of your institution(s)
Load, process, and index local data for discovery and delivery
Configure the user interface

4. Target Audience for the Session:
Staff responsible for configuring Primo
Staff new to Primo

5. Agenda How Primo Works Administrative Structure Publishing Process
User Interface Configuration
Next Steps, Support Resources and Feedback

6. Agenda How Primo Works Administrative Structure Publishing Process
User Interface Configuration
Next Steps, Support Resources and Feedback

7. Library Collections and Primo Central
Primo User Interface
Library Collections
Primo Central
Library catalog data
Digital repositories, special collections, etc.
Data extracted from these systems and loaded into Primo
Records transformed into one consistent format for indexing
Data not shared with other institutions
Over one billion e-resource citations
Journals, articles, e-books, reviews, legal documents, technical reports, conference proceedings, research data sets and more
Facilitates access to full text content
Citations shared with other libraries that use Primo
Search library collections and Primo Central

8. Let’s start at the ending… DEMO
Access Primo Front End
Discovery
Conducting searches
Results from both Primo Central and any local repositories
Filters
Brief results
Full results
Delivery
Physical resources
Primo Front End

9. Functional Areas of the Primo Back Office
Local Data Prepared for Discovery/Delivery
User Interface Configuration
Administrative Structure
Other Functions
Installation, Institutions, Libraries
Interoperability
Primo Central Index
Link resolver
bX Recommendations
MetaLib
Data source defined in Primo
Data harvested and loaded into Primo
Data transformed into Primo’s proprietary XML format
Data indexed
View created/edited via Views Wizard
Labels changed via Code Tables
Branding via images, CSS, and HTML files
Search Engine Configurations
Reports/Primo Analytics
Monitoring/Scheduling
Etc.

10. Agenda How Primo Works Administrative Structure Publishing Process
User Interface Configuration
Next Steps, Support Resources and Feedback

11. Administration Structure
Installation
Institution
Library
Contains software application
Indexing
Server monitoring
Data sharing (if needed)
Creation of institutions
What this means to you:
Hosted environment – shared installation
Dedicated environment – their own installation (consortia)
Data source configuration
Data loading processes
Link resolver
Primo Central
ILS & Digital Repository Base URLs
IPs and Authentication
Contains one or more libraries
What this means to you
Customer’s organization may need one or more Primo institutions based on their internal structure
Physical resources
Library name or code in MARC data
What this means to you
Libraries used for delivery (making resource available to patrons)
Views used for branding and customizations

12. Access Levels Super Admin Level Admin Level
See and edit all institutions
Create new institutions
Dedicated environments (consortia)
Admin Level
See and edit only institutions available to
View default institution
Multi-tenant environments
Today’s access level
Primo Back Office

13. Primo Home Page – DEMO Monitoring and Maintenance
Configuration and Management
Navigation Area
Dashboard and Deploy All
Primo Home Page

14. Staff Configuration – DEMO
Viewing staff members
Editing existing staff members
Creating New Staff Members
Different roles
Primo Home > Ongoing Configuration Wizards > Staff Configuration Wizard or
Deploy & Utilities > Manage Staff

15. General > Institutions List
Institution – DEMO
Institutions List
What you see is based on your log in level:
Superadmin – all institutions, can create an institution
Admin – will only see the default (Primo) institution and the institution associated with your login
Primo Home > Ongoing Configuration Wizards > Institution Wizard or
General > Institutions List

16. General > Institutions List
Institution – DEMO
Institution components
General attributes
Delivery Base URLs
New UI Migration
Libraries
IPs
Primo Home > Ongoing Configuration Wizards > Institution Wizard or
General > Institutions List

17. Exercise #1 Log into Primo Access the Primo Back Office
View an Institution

18. Agenda How Primo Works Administrative Structure Publishing Process
User Interface Configuration
Next Steps, Support Resources and Feedback

19. Let’s start at the ending… again
Why do we transform records?
Start with different data repositories and different formats
End result – all records in same format
Allows Primo to search all records at once
Consistent display
Scopes, facets, browse
What do records get transformed into?
Primo Normalized XML (PNX)

20. Publishing Process Data Extracted and Harvested
Data Normalized and Processed
Data Indexed for Searching
Library Collections
Data Source identified and defined
Alma
Voyager
Aleph
3rd party ILS’s
DigiTool
Rosetta
ContentDM
XML
etc.
Data is extracted from source systems and harvested into Primo
MARC XML
Dublin Core
OAI PMH
etc.
Data is transformed from original format to Primo Normalized XML (PNX)
De-duplication (DEDUP)
Display groups (FRBR)
Enrichment
Index files used for searching are created

21. Configuring Publishing
Data Source
Scope Values
Normalization Rules
Normalization Mapping Tables (optional)
Enrichment sets (optional)
Pipe created
Pipe run
Indexing and Did U Mean run

22. Or Local Data > Data Sources
Data Sources – DEMO
Starting point for loading data
Defines data sources and formats for institution
Will affect how the data is loaded into Primo
See Primo Back Office Guide for in-depth descriptions of fields
Adding a new data source
Editing a data source
Deleting a data source
Can only delete a data source if it’s not being used
Primo Home > Ongoing Configuration Wizards > Pipe Configuration Wizard > Data Sources Configuration
Or Local Data > Data Sources

23. Local Data > Scope Values
Scope Values – DEMO
Scope Values Overview
Default institution scope is automatically created when the Institution was created
Used to define scope values in the Views Wizard
Necessary for searching
More information on Scopes in the Refining Search training
Deleting a scope value
If the default institution scope is deleted, it will need to be redefined to provide location based delivery
Adding / Editing scope values
Types of scopes (institution, library, collection)
Primo Home > Ongoing Configuration Wizards > Pipe Configuration Wizard > Scope Values Configuration or
Local Data > Scope Values

24. Normalization Mapping Tables – DEMO
Used to translate one set of codes in source data to a code in Primo
Some populated by default (Primo software/customizable)
Resource type generation
Populated by information from other areas of the system
ILS Institution Codes
ILS Library Codes
Primo Home > Ongoing Configuration Wizards > Pipe Configuration Wizard > Normalization Mapping Tables or
General > Mapping Tables > Select Subsystem: Normalization

25. Normalization Rules – DEMO
Normalization Rules Sets
List shows rule sets that institution has created by default
From here, can edit, test, deploy
Display Template NR to see template rules
Creating a New Normalization Rules Set
Created by duplicating an existing set
Standard changes to templates
May want to create a search/searchscope for data source (will also need to create corresponding scope value)
Non-Ex Libris ILS systems will also need Availability Enrichment configured
Primo Home > Ongoing Configuration Wizards > Pipe Configuration Wizard > Normalization Rules Configuration or
Local Data > Normalization Sets

26. Normalization Rules – DEMO
PNX Sections Screen
Entry screen for normalization rules
Summary of PNX sections for normalization rule
Normalization Rules set dropdown (allows you to go to different rule set)
PNX section dropdown (different PNX areas)
Display empty PNX fields
Normalization Rules Set Attributes
Normalization Rules for PNX Section
Primo Home > Ongoing Configuration Wizards > Pipe Configuration Wizard > Normalization Rules Configuration or
Local Data > Normalization Sets

27. Normalization Rules – DEMO
PNX Fields Screen
Edit the field to access
Sections of screen
General information and settings
Rule (source mapping)
Create new rule/source mapping
Testing
Copy to another set
Synchronize with template
Primo Home > Ongoing Configuration Wizards > Pipe Configuration Wizard > Normalization Rules Configuration or
Local Data > Normalization Sets

28. Normalization Rules Configuration – DEMO
PNX Field Screen – General Information and Settings
Description
Basic/Advanced option
Action
Enable all rules/disable all rules
Last updated, comments and version

29. Normalization Rules Configuration – DEMO
PNX Field Screen – Rules (Source Mapping)
Rule group
Source and Configuration XPath
Enabled
Conditions (logic, source, routines)
Transformations (transformation, parameter)
Action (add, or, merge)

30. Normalization Rules Configuration – DEMO
PNX Field Screen – Create new source mapping
How to create
How to delete

31. Normalization Rules Configuration – DEMO
How to edit an existing rule set
Reasons for editing a rule set
Walk through editing an existing field and testing it (editing characters in #2 rule group)
How to add a new rule to an existing set
Reasons for adding a new rule to a rule set
Walk through adding a rule to an existing set and testing (adding subtitle from 245c)

32. Normalization Rules Configuration – DEMO
PNX Field Screen – Testing
Select owner and type of source record to test with
Select record (can also edit this record if needed)
Test record
New window/tab opens with PNX result on left, and the original record on the right

33. Normalization Rules Configuration – DEMO
Copy to another set
Only available if you have multiple normalization rules for your institution
Synchronize with template
Applies only to rules on screen, not the entire normalization rule set
Save and deploy
After testing, Save, Deploy
Deploying makes the rule set available to pipes

34. Normalization Rules Configuration – DEMO
How to add a new rule set
Reasons for adding a new rule set (local fields)
Different types of local fields (display, links, search, facets)
Adding a new rule set (display empty fields, use local field)

35. Pipes Configuration – DEMO
Add a New Pipe
Under Pipe configuration, don’t see the existing pipes (Define pipe)
Can also add a pipe from the Pipes List
Pipe Types
Regular (initial load, ongoing updates)
Delete Data Source (removing data source from Primo)
No harvesting – update data source (Renormalize data)
Delete data source and reload (only used if ongoing updates are full data refreshes
Where it all comes together…
NEW PIPES: Primo Back Office > Ongoing Configuration > Pipe Configuration > Pipes Configuration
EDIT EXISTING PIPES: Primo Back Office > Publishing > Pipes List (top navigation)

36. Pipes Configuration – DEMO
Add a New Pipe
Define pipe name
Define source
Define harvest method
Date – automatically changes to date pipe was last run (may need to adjust if deleting and reloading data)
Defining normalization and enrichment sets
Define last processing stage
DEDUP and FRBR forcing
NEW PIPES: Primo Back Office > Ongoing Configuration > Pipe Configuration > Pipes Configuration
EDIT EXISTING PIPES: Primo Back Office > Publishing > Pipes List (top navigation)

37. Pipes Configuration – DEMO
Editing a Pipe
Go to Pipes List (can add one here, too)
Deleting a Pipe
In Primo Back Office, can only delete pipes that haven’t been used
NEW PIPES: Primo Back Office > Ongoing Configuration > Pipe Configuration > Pipes Configuration
EDIT EXISTING PIPES: Primo Back Office > Publishing > Pipes List (top navigation)

38. Pipes Configuration – DEMO
Running a Pipe
Executing a pipe
Terminating a pipe
History
Status
Logs
Log, Harvest Log, Dedup/FRBR logs
Errors
Shows why records weren’t loaded
NEW PIPES: Primo Back Office > Ongoing Configuration > Pipe Configuration > Pipes Configuration
EDIT EXISTING PIPES: Primo Back Office > Publishing > Pipes List (top navigation)

39. Indexing – DEMO Indexing and Hotswapping Did You Mean
Separate from the normalization process
Creates index files used for searching
Hotswapping puts sections of index into place for searching (no downtime!)
Index and Hotswapping runs on a daily basis
Did You Mean
Usually runs once a week
Primo Home > Processes Link (above Dashboard) or
Publishing > Indexing

40. PNX Primo Normalized XML = source data + normalization rule set
PNX Viewer in Primo Back Office
PNX visible after pipe has run (do not need to run indexing)
Can see PNX in an easy-to-read display with a dropdown for each section
Can also see the source record and XML version of the PNX
After comparing source record, right click and ‘View Source’/’View Frame Source’ to see full code
PNX in Front End
Records only visible in Front End after indexing has run
Add &showPnx=true to the end of the URL when in the full record display

41. Primo Home > PNX Viewer or Publishing > PNX Viewer
PNX Viewer – DEMO
By record ID(s)
By date
PNX List (record ID, Match ID, FRBR ID, Creation and Update dates)
View PNX (fields/sections overview)
Compare to Source Record
Match ID (none, dedup record, frbr record)
Primo Home > PNX Viewer or
Publishing > PNX Viewer

42. Exercise #2 Access the Ongoing Configuration Wizard
Access Data Sources and Scope Values
Access a Normalization Rule
Use the PNX Viewer to see the Source format and PNX of a record

43. Agenda How Primo Works Administrative Structure Publishing Process
User Interface Configuration
Next Steps, Support Resources and Feedback

44. User Interface Configuration
Views
Labels
Branding
Views Wizard creates the Front End
Tabs and Scopes (search functions)
Basic and Advanced Search
Navigation Links
Brief Results display
Full Results display
Facets
Other settings
Front End Code tables
Also used to translate interface into different languages
Can be customized per institution or view in some cases
File Uploader Utility (Classic UI only)
Static HTML in Views Wizard (Classic UI only)
UI Customizations Manager (New UI)
GULP (New UI, advanced)

45. Views Wizard – DEMO Owner – Institution List of views
Creating/copying a view
Editing a view
Primo > Ongoing Configuration Wizards > Views Wizard or
FE & Delivery > Views List

46. Scopes What are scopes? Scopes in the FE
Group resources together for searching
When data is loaded, identify records to include in a scope
Can be used to group records by data source, library, collections, etc.
Scopes in the FE
Appear as a dropdown to an initial search if there’s only one tab
Appear as the second dropdown after tab has been selected and search results are on the screen

47. Tabs What are scopes? Tabs in the FE Used to group scopes for display
First appear when typing a search into the search box
After search results are on the screen, they are available in the first dropdown

48. Labels (FE Code Tables)
What are Front End Code Tables?
Allow translation of terms visible in Front End
Also allow customization of these terms
Searching and Editing
Filter and searching
Customize table for the first time
Primo > Advanced Configuration > All Code Tables > Subsystem: Front End or
FE & Delivery > FE Code Tables

49. UI Customization Manager Utility
Package Files
Go to Primo Back Office > Deploy & Utilities > Customization Manager
Select Owner and View
Download Template Package
Unzip and rename using View code
Make adjustments to files
Zip and upload package
Deploy
Logo
Upload logo
Add URL if desired
Save
Primo Home > Primo Utilities > UI Customization Package Manager

50. Exercise #3 Title: Access the Views Wizard
Access the Front End Code Tables
Access the UI Customization Manager

51. Questions?
Any Final Questions?

52. Agenda How Primo Works Administrative Structure Publishing Process
User Interface Configuration
Next Steps, Support Resources and Feedback

53. Next Steps and Resources
Primo Recorded Training:
Primo Documentation:
Additional support resources within the ExLibris Ecosystem:
Idea Exchange
Developer Network
2018 Technical Seminar Presentations (Cross-Product section of CKC)

54. Session Feedback
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55. Thank You!