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    Configuring Central Index and Proxy Settings for Primo VE

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    Introduction

    The Primo Central Index (PCI) is a centralized index that encompasses hundreds of millions of records of global or regional significance that are harvested from primary and secondary publishers and aggregators. These records include a mix of scholarly material – primarily articles and e-books – but also conference proceedings, newspaper articles, and more. In addition to citation metadata, many records include abstracts and some also include full text. The full text in the PCI is indexed and used for discovery, not for delivery. For information on how to register for Primo Central, see PC Index Configuration Guide.
    This document includes the following sections, which show how to enable the PCI and to configure additional settings associated with the PCI.
    For information on how to publish holdings to the Primo Central Index, see Publishing to Primo Central.

    Enabling the Primo Central Index

    This section describes how to enable Primo Central and additional configurations (such as proxies and controlled vocabularies) for environments that do not support distributed access to electronic resources between campuses and libraries.
    To configure the Central index and proxy settings:
    1. Open the Central Index and Proxy set-up page (Configuration Menu > Discovery > Other > Central Index and proxy set-up).
      PVE_PCI_And_ProxySetup.png
      Central Index and Proxy Set-Up Page
    2. Specify the following fields:
      PCI Configuration Fields
      Field Description
      Registration:
      PC Key
      Enter the PC Key that you received in your Central Index registration email. If you have not registered with the Central Index service, select Register and follow the registration instructions.
      After you have saved your PC key and customer ID, the View my Profile link replaces the Registration link, allowing you to access the Central Index service and perform its configurations (such as activating collections and setting the location of the institutional holdings file). For more information, see PC Index Configuration Guide.
      Customer ID
      Enter the customer ID that you received in your Central Index registration email.
      Search Configurations:

      Newspaper search

      When selected, this option enables the Newspaper Search feature for the entire institution. Once enabled, you can configure various options for each view. For more information, see Configuring Discovery Views for Primo VE.

      Use Proxy:
      PC Proxy
      If you want to allow off-campus users to access full text services at different vendor sites, you must select a resolver proxy profile from the drop-down list.
      If you have not cot configured a proxy, select Proxy Configuration. For more details on configuring a proxy, see Resolver Proxies.
      Use proxy for Primo Central links
      Select this check box if you want to use the selected proxy for direct links in Primo Central records.
      Use proxy only if the user is off-campus
      Select this check box if you want to use the selected proxy when the user is off-campus only.
      Do not proxy Open Access records
      Select this check box if you do not want to use the selected proxy for open access records.
      Featured Newspapers:

      Add New Featured Newspaper

      The Featured Newspapers functionality allows you to define featured categories from which users can search to find newspapers that you want to make more prominent. These categories appear in the Newspaper Search box and in the Featured Newspaper section on the Newspaper Search page.

      To add a featured category, select Add New Featured Newspaper and specify the following fields in the dialog box to create a category of newspaper articles to display in the Featured Newspapers section on the Newspaper Search page:

      • Code – Specify the code name for the category's description. The display label for the description is defined with the Newspapers Search code table.

      • Name – Specify the code name for the category. The display label for the category is defined with the Newspapers Search code table.

      • ISSN – Specify the ISSN of the newspaper. You can specify a maximum of 5 ISSNs per category by separating them with a semicolon. For example: 0362-4331;1085-6706

      • Description – An optional description to internally document the category.

      You can define a maximum of five categories per view (including disabled categories).

    3. Select Save.

    Enabling the Primo Central Index for Environments with Distributed Access to Electronic Resources

    In Alma, electronic resources can be managed at the campus/library level. If there are significant differences between campuses/libraries in terms of electronic resource subscriptions, you should create a separate view and a Primo Central Index (PCI) profile for each campus/library defined for your institution. This ensures that the availability of full text is relative to each campus/library.

    The system will use the default PCI profile if the view that the patron is using is not affiliated with a library/campus.

    For details on how to configure distributed access environments, see the following documents:

    To configure multiple PCI profiles:
    1. On the Central Index and Proxy set-up page (Configuration Menu > Discovery > Other > Central Index and proxy set-up), select Add Library or Add Campus to open the Add Library dialog box or the Add Campus dialog box, respectively.

      PVE_MC_CentralIndexProxyList.png

      Add Campus Dialog Box
    2. Select the library/campus for which you want to create a separate PCI profile. The library/campus must be defined before you can create separate PCI profile for it.

      AddCampus_MC_NewUI.png

      Add Campus Dialog Box
    3. Select Add and Close to return to the Central Index and Proxy List page.

    4. Edit the new PCI profile. Refer to the PCI Configuration Fields table to fill in the fields.

    5. Save your changes to the profile.

    6. After you have added a PCI profile for each library/campus, select a default PCI profile by enabling its Default slider on the Central Index and Proxy List page.

      PVE_MC_CentralIndexProxyList_Default.png

      Setting the Default PCI Profile

      The system will use the default PCI profile if the view that the patron is using is not affiliated with a library/campus. You can define only one default for an institution. For example:

      PVE_MC_NoAffiliationExample.png

      View Configured with No Affiliation

    Configuring a View to Search the Central Index

    After you configure the Central Index, your view must have a slot that includes the Central Index search scope. Out of the box, the CentralIndex search profile includes only the Central Index search scope.

    To allow patrons to search the Central Index:
    1. Configure all search profiles that include the Central Index search scope:

      1. Open the Search Profiles page (Configuration Menu > Discovery > Search Configuration > Search Profiles), and select the Search Profiles tab. For more details, see Configuring Search Profiles for Primo VE.

        PVE_ConfigureCentralIndex_SP.png

        Search Profiles Page
      2. Edit each search Profile row that includes the Central Index scope to open the Define a Custom Search Profile page. Out of the box, the CentralIndex and MyInst_and_Cl search profiles include the Central Index scope.

        PVE_CentralIndexSP.png

        Define a Custom Search Profile Page
      3. Select the Filter by Availability check box if you want to display only PC records that have full text. Otherwise, the system will display all matching PC records.

      4. If the search profile blends the Central Index search scope and a local/other search scope, see Boosting Records in Blended Search Profiles to configure its boost settings.

      5. Select Save to save your changes to the Define a Custom Search Profile page.

    2. Configure your view to use a search profile that includes the Central Index search scope.

      1. Open the View List page (Configuration Menu > Discovery > Display Configuration > Configure Views). For more information, see Configuring Discovery Views for Primo VE.

      2. Edit your view, and then select the Search Profile Slots tab.

        PVE_VC_SPS_Tab.png

        View Configuration Page - Search Profile Slot Tab
      3. Edit an existing slot or select Add a Slot to create a slot to which you want to include the Central Index search scope. Out of the box, the Central Index search scope is enabled in the Everything and CentralIndex slots.

        PVE_EPS_Activate_CI_Scope.png

        Edit Profile Slot Page
      4. From the list of search profiles, activate a search profile that contains the Central Index scope.

      5. Select Save to save your changes and to return to the Search Profile Slots tab.

        PVE_VC_SPS_Tab_ActivateSlot.png

        Activate Profile Slot
      6. Activate the profile slot.