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    Configuring Restricted Search Groups for Primo VE

    Restricted search groups are used to restrict searches to a record or group of records to specific types of users (which are based on IP ranges, user groups, registered users, and on campus users). In other words, the records must be searchable in Primo VE, but not by everyone. In general, most Ex Libris customers (such as academic libraries) do not need this functionality. In most libraries the records harvested into Primo are open to all (note that delivery to the full text or to a library request may be limited). The need is more common in corporate libraries but there can be exceptions in academic libraries. Primo VE allows you to define up to three search groups per institution.
    To define a restricted search group:
    1. On the Restricted Search Groups page (Configuration Menu > Discovery > Search Configuration > Restricted Search Groups), select Add new Restricted Search Group to open the Add new Restricted Search Group dialog box.
      RestrictedSearchGroup_Add_NewUI.png
      Add New Restricted Search Group
    2. Specify the following fields:
      • Code – Enter a unique code for the new search group.
      • Name – Enter a name for the new search group.
      • Description – Enter an optional description for the new search group.
    3. Select Add and Close to save your new restricted search group and to return to the Restricted Search Group page.
      RestrictedSearchGroup_Added_NewUI.png
      Restricted Search Groups List
    4. Edit your new search group to complete its configuration.
    5. Define the restricted search conditions for the search group. You can define a maximum of two conditions that are separated by an OR operator.
      1. Select the Restricted Search Group Records tab.
        RSGD_RestrictedSearchGroupDefinitionsTab_NewUI.png
        Restricted Search Group Records Tab
      2. Select Add a Condition.
        RSGD_AddCondition_NewUI.png
        Restricted Search Group Records Tab
      3. Specify the following fields to define an index.
        Restricted Search Conditions
        Field Description
        Search Index
        Select a search index from the drop-down list, which is grouped by bibliographic record metadata, inventory, and local fields.
        Operator
        Select one of the following operators, which may not be available for all search indexes:
        • Contains Keywords – This condition checks to see that the record contains the specified keywords, which are entered in the Value field.
        • Doesn't Contain Keywords – This condition checks to see that the record does not contain the specified keywords, which are entered in the Value field.
        • Contains Exact Phrase – This condition checks to see that the record contains the specified exact phrase, which is entered in the Value field.
        • Doesn't Contain Exact Phrase – This condition checks to see that the record does not contain the specified exact phrase, which is entered in the Value field.
        • Equals – This condition checks to see that the search index matches the value selected from the Value drop-down list.
        • Exists – This condition checks to see that the record contains this type of metadata.
        • Doesn't Exist – This condition checks to see that the record does not contain this type of metadata.
        Value
        Specify a value if the selected operator requires one.
      4. Select Add Condition to add the condition to the list.
    6. Specify which user groups are permitted to discover records within the restricted search group. For each restricted search group, you can specify multiple rules, but only a single rule must be matched. For each rule, you can specify multiple conditions, but all conditions must be met to satisfy the rule.
      1. Select the Allowed Users tab.
        RSGD_AllowedUsersTab_NewUI.png
        Allowed Users Tab
      2. Select Add Rule to display the Input Parameters section.
        RSGD_DefineAllowedUsers_NewUI.png
        Input Parameters Section
      3. Select Add Parameter to open the Input Parameters dialog box.
        RSGD_AddParameter_NewUI.png
        Input Parameters Dialog Box
      4. Enter the following fields:
        • Name - Select one of the following group types: IP Range, On Campus, Registered, or User Group.
        • Operator - Select one of the following operators: =, Not Equals, In List, Not In List, and Contains.
        • Value - Depending on the type of group and operator, specify a value.
      5. Select Add Parameter to add the rule to the list.
    7. Select Save to apply the changes to the restricted search group.
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