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Ensuring a User-Friendly Catalog Experience: A Comprehensive Guide to a Primo VE Audit

Session Information

At the start of 2024, the University of Alabama at Birmingham Libraries embarked on its first comprehensive audit of the Primo VE environment. This presentation will share our journey working with Clarivate to evaluate our catalog, along with the independent measures we implemented to optimize the search experience for our patrons. Key focus areas of our audit included evaluating discovery configurations, search scopes and criteria, filters and facets, catalog link-outs, menu links, record features (both brief and full), and widgets. To inform data-driven decisions, we analyzed analytics capturing all patron interactions with the catalog. Participants in this session will gain practical tips for conducting their own catalog audit, including how to evaluate the current environment, analyze catalog analytics, make data-informed decisions, and navigate the internal communications required for proposing catalog enhancements.

Alma, Primo
None - General Audience
Participants in this session will gain practical tips for conducting their own catalog audit, including how to evaluate the current environment, analyze catalog analytics, make data-informed decisions, and navigate the internal communications required for proposing catalog enhancements.
Jun 20, 2025 09:00 AM - 09:45 AM(America/New_York)
Venue : International 8
20250620T0900 20250620T0945 America/New_York Ensuring a User-Friendly Catalog Experience: A Comprehensive Guide to a Primo VE Audit

At the start of 2024, the University of Alabama at Birmingham Libraries embarked on its first comprehensive audit of the Primo VE environment. This presentation will share our journey working with Clarivate to evaluate our catalog, along with the independent measures we implemented to optimize the search experience for our patrons. Key focus areas of our audit included evaluating discovery configurations, search scopes and criteria, filters and facets, catalog link-outs, menu links, record features (both brief and full), and widgets. To inform data-driven decisions, we analyzed analytics capturing all patron interactions with the catalog. Participants in this session will gain practical tips for conducting their own catalog audit, including how to evaluate the current environment, analyze catalog analytics, make data-informed decisions, and navigate the internal communications required for proposing catalog enhancements.

International 8 Ex Libris Knowledge Days and ELUNA Conference 2025 eluna-conf-planning@exlibrisusers.org
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Session speakers, moderators & attendees
Head of Library IT Services
,
The University of Alabama at Birmingham
Electronic Access & Discovery Librarian
,
The University of Alabama at Birmingham
 Dejah Rubel
Metadata and Electronic Resources Management Librarian
,
Ferris State University
 Valerie Florez
Senior Librarian–Virtual Engagement Strategist
,
American Public University System (AMU/APU)
Library Operations Specialist
,
Purdue University Northwest
 Whitney Bates-Gomez
Head, Electronic and Continuing Resources
,
Emory University
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Slides

ELUNA_1749661099primo_form.pdf
Primo VE Error Reporting: Simplifying...
83
Submitted by Beth Hall
ELUNA_1749593567Primo_VE_Audit.pdf
Ensuring a User-Friendly Catalog Expe...
52
Submitted by Danielle Hassan

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