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    Activate Resources in the Primo Central Wizard

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    Introduction

    The Primo Central Collection Activation page (My Profile > View Client > Selected Client Resource Collections > Edit client resource collections) allows you to manage your collection activations. If active, the content of these collections become visible and searchable to your users. In addition, you can check the search and full text settings per collection.

    PC_CollectionActivationPage_NUI.png

    Primo Central Collection Activation Page

    This page enables you to search and filter collections and their providers by different criteria. The results list contains providers with collections that match your search and filter choices. Click the provider name to view the list of collections.

    To help manage your activations for each provider, this page consists of the following areas:

    • Collections Filter – This area allows you to narrow your search results by specifying the following collection filters:

      Collection Filter Options

      Activation status

      Active for search – All collections that have been activated for search.

      Inactive for search – All collections that have not been activated for search.

      Full text rights

      Open Access – All collections that do not require a subscription to access full text.

      Subscription (Collection Level) – All collections that require a subscription for full text and are set to available on the collection level. They do not use the link resolver for selectively setting the collection content to available.

      Subscription (Linkresolver) – All collections that require a subscription for full text and the availability setting is performed selectively on the item level, based on your link resolver activations. 

      Newspaper search

      Yes – All collections with content that is available using the Newspaper Search interface. 

      No – All collections that are not available using the Newspaper Search interface because they do not contain newspapers.

      Search rights

      Free – All collections whose content can be searched for free.

      Subscription – All collections that require a subscription for searching their content.

      Other

      New – All collections that have been added to the database recently.

    • Provider List – This area lists all of the providers that match any specified collection filters and any search terms entered in the search box, which allows users to search by either provider name or collection name.

      PC_PCA_SearchBox_NUI.png

      Provider List Search Box

      Selecting a provider name in the Provider list opens the Collection List page for that provider so that you can activate collections for search. For more details, see Viewing and Activating a Provider's Collections.

      PC_ProviderNameLink_NUI.png

      Provider Name Link

    Viewing and Activating a Provider's Collections

    The Collection List page lists all of a Provider's collections that match your filter selections and search terms. From this page, you can activate or deactivate collections individually or in bulk. In addition, you can add local notes to collections to provide additional information regarding their activation or deactivation.

    PC_SpecificCollectionActivation_NUI.png

    Collection List Page
    To activate a provider's collections:
    1. Open the Primo Central Collection Activation page (My Profile > View Client > Selected Client Resource Collections > Edit client resource collections).

    2. Specify any collection filters and use the Provider List search box to return a list of providers that match your specified criteria.

    3. In the Provider List area, select the provider name to open the Collections List page, which lists all matching collections for that provider.

    4. If necessary, specify additional collection filters and use the Collection List search box to perform a search to find specific collections.

      PC_CL_AdditionalFilters.png

      Apply Additional Filters
    5. For each collection that you want to activate in the list, select its check box. If you want to select all collections, select the Select All check box.

      PC_CL_SelectCollection.png

      Select Collections for Activation

      Select More information if you need to see additional information about a specific collection. In addition, you can add a local note to a specific collection.

      PC_CL_MoreInfo.png

      Display More Information about Collection

      Toggle a collection to Active for Search to allow searches within the collection. Otherwise, users will not be able to search within the collection.

    6. For all collections, you can specify additional information regarding a group of collections (such as the reason for activating/deactivation the collections) by clicking Add Note. This information will appear in the Local Note field after selecting More information for a collection.

    Exporting a Provider's Collection List

    The Collection List page allows you to export a list of a Provider's collections that meet your search and filter criteria.To export the list to an Excel file, select the Export to Excel button.

    PC_CL_ExportExcelIcon.png

    Export to Excel Button