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    Database Search

    Translatable

    Introduction

    The Database Search page (new Primo UI only) allows users to search for databases or to browse for databases that start with either a number (0-9), a letter (A-Z), or another non-Latin character (OTHERS). The Languages drop-down list allows you to specify the language of the links listed below the search box. For configuration information, see General Configuration.
    Primo_DB_Search_Link.png
    Database Search

    Unlike Primo VE, Primo does not provide auto-complete suggestions for databases enabled in Alma.

    The maximum number of results per page is 20 (which is not configurable), and each result contains the following information: title, publisher, date, description, availability, and actions (such as Citation and Email).

    Primo_DB_Search_Categories_Disabled.png

    Database Search Results Page with Database Categories Disabled

    Browse Databases by Category 

    URM-83375

    When configured (see Assigning Categories to the Database Records), the Database Search page allows users to display a list of databases by clicking specific categories and subcategories, up to three levels.

    Primo_DB_Search_DB_Categories_Enabled.png

    Database Search Results Page with Database Categories Enabled

    When the Database Search page opens, the categories display the first category level only. Users can select the PVE_NextLevelIcon.png icon to display the category's next level.

    General Configuration

    The following table describes the general Back Office settings that support the Database Search page.
    Configuration Options for Database Search
    Element Description
    Normalization rules

    Out of the box, normalization rules exist in the Alma MARC Template to support this functionality. To provide this functionality for other sources, you must make sure that you include the following mappings:

    • Map the database source records to the Database resource type in Primo. For example, the following configuration maps Alma source records, which use ECT subfield a:

      DatabaseAZ_DisplayType_NormRule.png

      Add Resource Type Rule
    • Create a dedicated search scope for databases (AZDB<institution>).

      SearchScope_AZDB.png

      Add Search Scope Rule
    • The following rule for the facets/atoz field creates the A-Z facet that the system uses to search via the A-Z values list. The content of the facet should be the first character of the title that is normalized via a dedicated normalization table (A-Z Characters Transformations) by using the Assign To AZ List transformation.

      Primo_AtoZ_Facet.png

      Add Rule for Facet
    Views Wizard - Main Menu tile (modified)
    Defines the Database Search link that displays on the Main menu in the new UI.
    DB_SEARCH_MenuButtonConfig.png
    Views Wizard - Edit Main Menu Tile
    Search Tile code table (modified)
    The following codes configure the display labels associated with Database Search:
    • default.nui.databasesearch.title: Database Search
    • default.nui.databasesearch.searchbox.helpabcChecked: Letter {0} is chosen. Presents titles starting with {0}
    • default.nui.databasesearch.searchbox.helpabcSearch titles starting with {0}
    • default.nui.databasesearch.searchbox.helpEnter database name
    View Labels code table (modified)
    The following codes configure the display labels associated with Database Search in the Main menu:
    • default.nui.mainmenu.label.databasesearch: Database Search
    • default.nui.mainmenu.description.databasesearch: Database Search
    A to Z List code table (no change)
    Defines the labels that are associated with the A-Z links that display below the Database Search search box.

     

    Database Category Configuration

    Assigning Categories to the Database Records

    This features requires you to apply database categories, which can contain up to three category levels, to the bibliographic records of your local databases.

    To assign categories to your local database records:
    1. In Alma, choose a local bibliographic field (for example, select any 6XX or 9XX field for MARC21) in which to store the database categories in your local bibliographic records, and then enter that field in the db_categories_field parameter on the Alma Customer Parameters page (Configuration Menu > Resources > General > Other Settings).

      Administrators will need one of the following roles to update the above parameter:

      • Catalog Administrator

      • Repository Administrator

      • General System Administrator

    2. For each local database, use the Metadata Editor (Resources > Cataloging > Open Metadata Editor) to add the chosen MARC field with the following subfields to assign up to three category levels: $$a (level 1), $$b (level 2), and $$c (level 3). For example:

      699 ##$aEducation $bMedical $cFitness

      699 ##$aEducation $bHealth

      As shown in the example above, a database can belong to more than one category/subcategory.

    3. Wait for the Creates DB Categories File job (Admin > Monitor Jobs > Scheduled tab) under the Discovery filter to update the record's categories for discovery in Primo. This job is scheduled to run daily.

    4. Edit your normalization rules set in Primo, update the new facets/dbcategory rule to map the category information from the source records to Primo, and then deploy your changes to the Front End (Primo Home > Advanced Configuration > Full Normalization Rule Configuration). Note that you must include the subfield delimiter (U+2500).

      For example:

      Primo_Facets_DBCategory_2.png

      Update Facets/dbcategory Normalization Rule from Alma MARC Template
    5. In the Institution Wizard (Primo Home > Ongoing Configuration Wizard > Institution Wizard), enter the same value that you used for the API base URL in the new DB Category field under the Delivery Base URLs section.

      Primo_InstWizard_DBC.png

      DB Category Base URL in the Institution Wizard

      You can clear this field if you want to disable categories in the view.

    6. Run a regular pipe and then re-index to see the database categories on the Database Search page in the new Primo UI.

    Customizing the Display Labels

    The following codes have been added to the new DB Search code table (Primo Home > Advanced Configuration > All Code Tables > Front End subsystem) to support the new display text on the Database Search page:

    Code Description

    default.dbcategories.databases

    Search for databases

    default.dbcategories.description

    To search for databases you can do the following:

    default.dbcategories.option1

    Enter keywords in the search box.

    default.dbcategories.option2

    Click on a letter above.

    default.dbcategories.option3

    Browse databases by category.

    default.dbcategories.results

    databases found for

    default.dbcategories.title

    Databases by category

    Creating Translations for Categories

    In addition to the labels that appear on Database Search page, the DB Search code table allows you to translate your categories to other languages.

    The display label that appears for a category and its translations is based on the value mapped from the MARC subfield. To specify a different display value or provide a translation for a category, you must create a row definition for each language:

    • Code – Specify the value of the MARC subfield that is to be mapped from the source record. Make sure that each space in the mapped value is converted to an underscore (_). For example, if your category is Medicine & Technology, the value of this field should be set to default.dbcategories.Medicine_&_Technology.

    • Description – Specify the value of the category/translation that you want to display. For example, if you are creating the Spanish translation for Medicine & Technology, specify Medicina y Tecnología.

    • Language – Specify the browser language for which the translation will appear.

    Primo_DB_Categories_Translations.png

    English and Spanish Display Labels for Category

    If a row definition does not exist, Primo will display the value from the MARC subfield.