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    Export to Mendeley for Primo VE

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    Introduction

    Primo VE allows users to export information from the results in the new UI to personal accounts in the Mendeley Reference Manager. Users are permitted to export records from the following pages: Record's Brief and Full Displays and My Favorites.

    Primo_Mendeley_PushTo_Action.png

    Mendeley Export Action in Brief Display

    What Is Exported to Mendeley?

    Primo VE maps the following PNX fields to the saved citation in Mendeley:

    PNX Field Mendeley

    display/type

    Type (see Resource Types)

    addata/au

    or

    addata/aulast

    addata/aufirst

    addata/auinitm

    or

    addata/auinit

    Author

    addata/atitle; addata/btitle; addata/jtitle; addata/title

    Title

    addata/jtitle; addata/btitle; addata/title

    Source (Used only if Addata/atitle exists)

    addata/date-YYYY

    Year

    addata/isbn;addata/eisbn (ISBN)

    addata/issn; addata/eisn (ISSN)

    addata/doi (DOI)

    addata/pmid (PMID)

    Catalog IDs

    display/subject

    Author Keywords

    addata/spage-addata/epage; addata/pages

    Pages

    addata/volume

    Volume

    addata/issue

    Issue

    addata/publisher

    Publisher

    addata/cop

    City

    display/edition

    Edition

    addata/seriestitle

    Series

    addata/addau

     

    Editors

    display/language

    Language

    addata/stitle

    short_title

    addata/genre

    Genre

    Primo VE maps the following resource types in Primo VE to their corresponding resource types in Mendeley:

    Primo VE Resource Type

    Mendeley Resource Type

    Archive/Manuscript

    book

    article

    journal

    audio

    generic

    book

    book

    book_chapter

    book_section

    computer file

    generic

    conference_proceeding

    conference_proceedings

    database

    generic

    dataset

    generic

    dissertation

    thesis

    government_document

    report

    image

    generic

    journal

    journal

    legal_case

    case

    legal_document

    report

    map

    generic

    newsletter

    journal

    newspaper_article

    newspaper_article

    other

    generic

    patent

    patent

    reference_entry

    encyclopedia_article

    report

    report

    research_dataset

    generic

    review

    journal

    score

    generic

    standard

    generic

    statistical_data_set

    generic

    technical_report

    report

    text_resource

    book

    transcript

    generic

    video

    film

    website

    web_page

    working_paper

    working_paper

    Configuration Options

    The following table lists the settings used to configure this functionality.

    Element Description

    View Configuration > Brief Record Display tab

    The Push record to Mendeley code enables the Mendeley export action in the UI. It is disabled by default.

    Discovery > Other > Customer Settings

    After you have registered your Primo VE server with the Mendeley application (see Registering Your Primo VE Institution), specify the following fields to configure the connection between your Primo VE server and the Mendeley application:

    • mendeley_application_id – Enter your Mendeley application ID.

    • mendeley_secret – Enter the secret value for your Mendeley application.

    • mendeley_redirect_uri – Enter the redirect URL for your Mendeley application. Use the following format for your Primo server: 

      <Primo_VE_host_name>/primaws/mendeleyPost?vid=<Primo_VE_view_code>

      For example:

      http:// myInst.primo .exlibrisgroup.com/primaws/mendeleyPost?vid=01WRLC_INST:01WRLC_VIEW

    Keeping this Item Tile Labels code table

    The following codes support this functionality:

    • link.title.commands.tile.accessibility.pushto.Mendeley: save record in Mendeley (opens in a new window)

    • fulldisplay.command.pushto.option.Mendeley: Mendeley

    • nui.mendeley.message.exported: Exported to Mendeley:

    • nui.mendeley.message.failed: Export to Mendeley failed

    • nui.mendeley.message.exporting: Exporting to Mendeley

    aria Labels code table

    The following codes support this functionality:

    • nui.aria.mendeley.exporting: Exporting to Mendeley

    • nui.aria.mendeley.exported: Exported to Mendeley

    • nui.aria.mendeley.failed: Export to Mendeley failed

    Registering Your Primo VE Institution

    After selecting the Mendeley option, Primo VE prompts users to connect to their Mendeley accounts. Once connected, Primo VE automatically exports the record. To support this functionality, each Primo VE institution must register their server with the Mendeley application to allow end users to authenticate with their Mendeley accounts.

    To register your Mendeley app:
    1. Open the My Mendeley Applications page: https://dev.mendeley.com/myapps.html.

    2. Sign in or create a Mendeley account for your Primo VE institution.

      Primo_RegisterMendeleyApplication.png

      My Mendeley Applications Page after Signing In
    3. Under the Register a new app section, specify the following fields:

      • Application name – Enter a name for the Mendeley application. 

      • Description – Enter a description for the Mendeley application. 

      • Redirect URL – Enter a redirect URL for your Primo VE server. Use the following format for your Primo VE server: 

        <Primo_VE_host_name>/primaws/mendeleyPost?vid=<Primo_VE_view_code>

        For example:

        https://na04.exlibrisgroup.com/primaws/mendeleyPost?vid=01WRLC_INST:01WRLC_VIEW
      • I accept the new Terms and Conditions – After you have read the Terms and Conditions, select this check box to continue.

    4. Select Generate secret.

    5. Remember the secret for use later in Primo VE configuration. You cannot look it up later, but you can create a new one if you forget it.

    6. Select Submit to create the Mendeley application, which should appear under the My applications section.

      Primo_MyRegisteredApplications.png

      My Registered Mendeley Applications
    7. Remember the application's ID for use later in the Primo VE configuration.

    8. To prevent issues with Internet Explorer 11 browsers, edit your application and specify Legacy in the Authorisation Flow field.

      Primo_Mendeley_AuthFlow_Workaround.png

      Change the Authorization Flow Field

    Analytics Usage 

    The following action was added to the Action Usage subject area:

    • Mendeley

      • Group: Document

      • Subgroup: Actions

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