Primo November 2016 Highlights

bX Recommendations

Export to RIS Format

 

1. Perform a search in the new Primo UI.
2. Access the record's full display by clicking the title of the record.
3. In the Send to section, click EXPORT RIS to display the output options.
   
   Export RIS Options
4. Select the encoding for the output file.
   
   Encoding Options
5. Click DOWNLOAD. You may either view the output with a specified application or save the output to a specified file.
   The following figure shows an example of a record's output:
   
   Example Output

Support Locations Service

• Click the right arrow  to display a location's items.
  
  Displaying a Location's Items
• Click the down arrow  to display more information for an item.
  
  Expanding an Item's Details
• Click the up arrow  to display less information for an item.
• Click the expand/collapse icon  to display either more or less information for all of a location's items.
• Click the BACK TO LOCATIONS link to return to the list of locations.

Support for OPAC Via Link

Get It Service

In the Get It section, the systems displays the following subsections for OvL environments:

• Requests – This section displays sign-in information if needed for the institution.
• Locations – This section displays a list of locations. When an OvL location is clicked, the OPAC opens on a new tab or page.

Get It Service (OvL)

Records Opened in New Tab or Window

• Open link in new tab
• Open link in new window
• Open link in new private window

Enhanced Favorites Indicator

Saving Searches and Alerts

1. Perform a search that you want to save.
2. Click Save Query, which appears above the search results.
   
   Save Query Link
   In addition, you will have an opportunity to set an alert for this query by clicking the notification link that appears above the search box (see Setting an Alert for more details):
   
   Set Alert Notification Link

1. Click the My Favorites button at the top of the page.
2. Click the Saved Searches tab to display all of your saved searches.
3. Click the Unpin button that appears next to the query that you want to remove from the list.
   
   Deleting a Query

1. Click the My Favorites button at the top of the page.
2. Click the Saved Searches tab to display all of your saved searches.
3. Select the check boxes of the queries that you want to delete.
   
   Selected Queries
   To select all queries, click the check box above the list.
4. Click the Unpin button that appears above the list.
   
   Deleting a Group of Queries

1. Click the My Favorites button at the top of the page.
2. Click the Saved Searches tab to display all of your saved searches.
3. Click the Set Alert button  that appears next to the query to set the alert.
   
   Set Alert Button
4. If necessary, update the email address to which the alert is sent. If the alert had not been previously set, the address defaults to the value stored in the user's personal settings.
   1. Click the Change email address link above the search box.
      
      Change Email Address Link
   2. Modify the email address and then click SAVE.
      
      Notification Settings Dialog Box

1. Click the My Favorites button at the top of the page.
2. Click the Saved Searches tab to display all of your saved searches.
3. Click the Clear Alert button  that appears next to the query to clear the alert.
   
   Clear Alert Button

1. Click the My Favorites button at the top of the page.
2. Click the Saved Searches tab to display all of your saved searches.
3. Select the check boxes of the queries for which you want to receive an alert.
   
   Selected Queries
   To select all queries, click the check box above the list.
4. Click the Set Alert button  that appears above the list.
   
   Setting Alerts for a Group of Queries

Displaying Snippets

Static Help File

Did You Mean

 

Virtual Browse

Redirection of Permalinks and Deep Links

Back Office Configuration