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    Primo Central Collection Activation

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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, and define full text rights for collections not handled using the link resolver.

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    Primo Central Collection Activation Page

    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 and do not need additional activation with your link resolver to access full text.

      Subscription (Linkresolver) – All collections that require a subscription and require additional activation with your link resolver to access full text.

      Newspaper search

      Yes – All collections that contain newspapers that can be found using the Newspaper Search interface.

      No – All collections that do not contain newspapers that can be found using the Newspaper Search interface.

      Search rights

      Free – All collections that do not require a subscription to allow your users to search them.

      Subscription – All collections that require a subscription to allow your users to search them.

      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 Activating a Provider's Collections.

      PC_ProviderNameLink_NUI.png

      Provider Name Link

    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.

    Activating a collection on this page does not guarantee that users will be able to search for it or have access to its full text. Depending on the type of collection, a subscription and additional activation with your link resolver may be needed to search the collection and view full text.

    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

      If you want to update a single collection in the list, toggle the following buttons:

      • Active for search – For all types of collections, set this option to allow searches within this collection. Otherwise, users will not be able to search within this collection.

      • Full Text set to Available – For collections where full text availability is not managed by your link resolver, set this option if you want to indicate that full text is available for the entire collection. Otherwise, the availability status for this collection will indicate that full text is unavailable.

    6. Depending on the type of collection, select from the following Edit Selected Collections options:

      • Activate for search – For all types of collections, select this option to allow searches within this collection.

      • Deactivate for search – For all types of collections, select this option to prevent searches within this collection.

      • Full Text set to Available – For collections where full text availability is not managed by your link resolver, select this option if you want to indicate that full text is available for the entire collection.

      • Full Text set to Unavailable – For collections where full text availability is not managed by your link resolver, select this option if you want to indicate that full text is not available for the entire collection.

      • Add note – For all collections, you can specify additional information regarding a group of collections (such as the reason for activating/deactivation the collections). 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.

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    Export to Excel Button