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    How to find Primo Central Index (PCI) records in Primo

    Created By: Stacey van Groll
    Created on: 8/14/2018

    Primo PNX Bookmarklet, developed by Gabriele Hofler

    • This bookmarklet is a valuable troubleshooting tool for gaining access to record metadata in Primo, and cross-checking back to raw local data sources, such as Alma
    • You can also add &showPnx=true to the end of the URL, but the bookmarklet is much quicker


    Searching for an individual PCI record

    • The key Record ID data is in the Search section of the PNX
      • <search><recordid>wj10.1002/ajp.20992</recordid>
    • The Control section of the PNX includes a TN_ prepend in the Record ID
      • <control><recordid>TN_wj10.1002/ajp.20992</recordid>
    • Search on the Record ID <recordid> without the TN_ prepend
      • Don’t search on the Control Record ID of: TN_wj10.1002/ajp.20992
      • Instead, search on the Search Record ID of: wj10.1002/ajp.20992


    Searching for more individual PCI records in a specific collection

    • The key Source ID data is in the Search section of the PNX
      • <search><sourceid>pnas</sourceid>
    • Add the asterisk wildcard to the collection prepend
      • Search term: pnas*
    • If you don't have an example record to check the PNX, you can try:
      • doing a few Basic Searches on likely search terms and use the PNX Bookmarklet to display Record IDs
      • use the Collection facet entries to limit to likely resources
      • if all else fails, do analysis of the Source in the Link Resolver Usage subject area in Alma Analytics, which holds the PCI collection prepend


    Searching for all PCI records in a specific collection

    • Why? It's key for troubleshooting, to see the scale of an issue, decide whether or not to deactivate a collection, and report issues both to Ex Libris and the vendor for hopefully quicker fixes
    • Example scenario: Find all resources in the Gale Health Reference Centre collection
    • Identify the PCI collection prepend in the Search Source ID PNX (see above)
    • Add the asterisk wildcard to the end of the prepend
      • Search term: gale_hrca*
    • Scroll to the Collection facet and filter to Include ‘Health Reference Centre Academic (Gale)’
    • Tip! If you want to keep track of updates to the PCI Collection by weekly email, set a Saved Search and Alert
    • Tip! Sometimes the Collection facet entries are quite different, for example gbv* prepend for ECONIS (ZBW)


    Searching for all PCI records by Resource Type

    • Why? It's useful for trend analysis of the discovery environment provided to users, and to demonstrate the range of accessible resources, as well as troubleshooting particular types such as those misclassified
    • The key Resource Type or rsrctype data is in the Search section of the PNX
      • <search><rsrctype>conference_proceeding</rsrctype>
    • Go to Primo Advanced Search and, as a first line, choose Any Field Contains with a search term of the rsrctype, for example conference_proceeding
    • Add additional lines to filter out your local records as NOT Contains and your institutional prepend found in the Control PNX section, for example <control><sourceid>61UQ_ALMA</sourceid>
    • Use the Resource Type prefilter drop down to choose the rsrcytype, or use the Resource Type facet after initiating the search if your Primo configuration doesn’t include that particular Advanced Search prefilter rsrctype


    If you can’t find PCI records and collections you expect to see

    • Authenticate, as some resources are in PCI collections Restricted to Search & Delivery and they won’t appear unless you’re logged in
    • Expand, by using the checkbox to Expand Results to Include results with no full text online
    • Search again with different terms, as the dynamic facet for Collection will not show all terms and counts in every search, and you may need to do a few searches to locate the right collection


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