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    Setting Up Syndetics Unbound in Primo VE

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    Introduction

    Syndetics Unbound can seamlessly add enriched item information and interactive exploration to your Primo experience. Backed by comprehensive data from ProQuest and LibraryThing, the Syndetics Unbound integration in Primo enables users to better evaluate available resources and creates new pathways for content discovery.

    Syndetics Unbound includes over a dozen enrichment elements, a full featured administration system, and Book Display Widgets that you can use to promote titles from collections on any website.

    PVE_SyndeticsUnbound.png

    Full Display of Record

    For more details about the full capabilities of Syndetics Unbound, we encourage you to visit the following:

    A subscription to Syndetics Unbound is required to integrate it with Primo. For information about subscription pricing, contact Doug McMillan, VP Global Sales.

    Initial Setup of Syndetics Unbound

    After you subscribe to the service, you will receive a welcome email that contains a user name for the lead administrator's account and an activation link.

    To activate and set up Syndetics Unbound:
    1. Click the activation link in the welcome email and create a password for your account.

      SU_SyndeticsUnbound_SetPassword.png

      Set New Password
    2. Sign in to Syndetics Unbound.

      You can also sign in to your account by entering the following URL in a browser and then clicking the Admin button at the top of the page: https://proquest.syndetics.com/

    3. Perform each of the following tasks by clicking the associated link in the Install Checklist.

      SU_InstallCheckList.png

      Install Checklist
      1. OPAC Settings – To link content from Syndetics Unbound with items in your catalog, Syndetics Unbound requires URLs that query items in your Primo view. Syndetics Unbound will try an ISBN search first. If no results are returned, it will attempt a keyword search, followed by a title search if needed. Use the following formats for the ISBN URL, Keyword URL, and Title URL fields, where UNBOUNDREPLACE is a placeholder for the search query text (such as the ISBN, keyword, or title):

        • For Primo:

          https://yourlibrary.hosted.exlibrisgroup.com/primo-explore/search?query=any,contains,UNBOUNDREPLACE&tab=<tab>&search_scope=<scope>&vid=<view_id>&lang=<lang>&offset=0

        • For Primo VE:

          https://na01.primo.exlibrisgroup.com/discovery/search?query=any,contains,UNBOUNDREPLACE&tab=<tab>&search_scope=<scope>&vid=<inst_id>:<view_id>&lang=<lang>&offset=0

        SU_OPAC_Settings_LinksAnd_URLs_2.png

        Configure Links and URLs
      2. Cover Settings – You can skip this task since it is handled automatically in Primo.

      3. Holdings – Syndetics Unbound needs to know your holdings so that it can link to your library and recommend items that are in your catalog. You can send your holdings either as full MARC or as a tab-delimited file (TSV) using either the Web (select Upload Holdings via Web) or FTP (select Upload Holdings via FTP) method. For more details on uploading holdings, see Syndetics Unbound Get Started Guide.

        After you have selected your upload method, specify the following fields:

        • File format – Specify the format of the records (MARC 21).

        • Action – Specify whether you want to replace all of the records or just add additional records. If you are updating your records incrementally, select Add additional records.

        • Character encoding – Specify the type of character encoding used.

        • Call Number Type (Web upload only) – Specify your call number type.

        • Completion alert email – Specify your email address so that you can receive notifications regarding your uploads.

        For the Web upload method, click Add files and then include all of the files that you want to upload. If a file exceeds 100 MB, you must use the FTP method to upload it.

        SU_Web_Holdings.png

        Upload Holdings via Web

        For the FTP upload method, configure the FTP connection in Alma. For more information, see Configuring the FTP Connection in Alma.

        SU_FTP_Holdings.png

        Upload Holdings via FTP
      4. Get Code – Retrieves the necessary information to enable Syndetics Unbound in Primo.

        • For the new Primo UI:

          Write down the account number. You will need this number later to enable Syndetics Unbound in Primo (see Enable Syndetics Unbound in Primo) or Primo VE (see Enable Syndetics Unbound in Primo VE).

          SU_CatalogEnrichments_GetCode_2_NewUI.png

          Get Account Code for Later
        • For the classic Primo UI:

          Copy the text that appears in the HTML to Paste Into Your OPAC field, paste it into a basic html file called unbound.html, and then save your changes to the file. This file is now ready to be uploaded and used in Primo (see Enable Syndetics Unbound in the Classic UI).

          SU_CatalogEnrichments_GetCode_2_ClassicUI.png

          Get HTML Text and Create HTML File

    To perform additional configurations for Syndetics Unbound, see Additional Configurations in Syndetics Unbound.

    Integrating Alma Holdings with Syndetics Unbound

    Syndetics Unbound needs to know your holdings so that it can recommend items that are in your catalog.

    Perform the following procedures in Alma to set up the holdings integration with Syndetics Unbound:
    1. Configuring the FTP Connection to Syndetics Unbound in Alma

    2. Creating the Set of All Records Published in Alma

    3. Defining the Publishing Profile for Syndetics Unbound in Alma

    After completing the above procedures, you must enable Syndetics Unbound in Primo. For more information on how to enable Syndetics Unbound in your discovery system, refer to the relevant section for your environment:

    Configuring the FTP Connection to Syndetics Unbound in Alma

    The FTP upload method is required when uploading holdings files that exceed 100 MB. In Alma you must create an FTP connection and a publishing profile to support uploads for Syndetics Unbound.

    To configure the FTP connection in Alma:
    1. Log on to the Alma server.

    2. Configure the FTP connection used to upload files from Alma (Configuration Menu > General > External Systems > S/FTP Definitions). For more information, see Configuring S/FTP Connections. On the Update S/FTP Connection page, make sure that you include the following information:

      • NameSyndetics Unbound FTP

      • Serverunbound-ftp.syndetics.com

      • Port21

      • FTP Passive Mode – Make sure that this option is selected.

      • UserName and Password – Specify your Syndetics Unbound login information.

      Alma_SynUnbound_FTP_Connection.png

      Update S/FTP Connection Page
    3. Click Save.

    Creating the Set of All Records Published in Alma

    The advanced search allows you to create a set of all records that have been published without suppression from discovery.

    To create a set of all published records:
    1. Click Advanced to open the Advanced Search box.

    2. Specify the following search criteria and then click Search.

      Alma_SynUnbound_AdvancedSearch.png

      Advanced Search for All Published Titles
    3. Click Save Query and name the set Syndetics Unbound.

      Alma_SynUnbound_SetDetails.png

      Set Details for Syndetics Unbound
    4. Click Save to save your set, which will be used by the publishing profile.

    Defining the Publishing Profile for Syndetics Unbound in Alma

    Alma provides a predefined publishing profile that you can copy to create a publishing profile that is used to publish holdings information regularly to Syndetics Unbound.

    To define the publishing profile for Syndetics Unbound:
    1. On the Publishing Profiles page (Resources > Publishing > Publishing Profiles), select Community.

    2. Search for Syndetics Unbound in the Name field.

      Alma_SynUnbound_SynUnbPubProfileTemplate.png

      Publishing Profile Template for Syndetics Unbound
    3. Click Copy to open the publishing profile template.

    4. In the Content section, select the Syndetics Unbound set from the Set name field.

      Alma_SynUnbound_PubProDetails_ContentSection.png

      Content Section on Publishing Profile Details Page
    5. In the Publishing Protocol section, select the Syndetics Unbound FTP connection from the FTP configuration field.

      Alma_SynUnbound_PubProDetails_PubProtocolSection.png

      Publishing Protocol Section on Publishing Profile Details Page
    6. Click Save to save your new publishing profile.

    7. On the Publishing Profiles page, select Institution, search for your new publishing profile, and then activate it.

      Alma_SynUnbound_PubProPage_ActivateProfile.png

      Activating the Publishing Profile

    Enabling Syndetics Unbound in Primo VE

    This section describes the steps needed to enrich the full display results for Primo VE customers that are using the new Primo UI.

    To enable Syndetics Unbound in the new Primo UI:
    1. Log on to Alma.

    2. On the Discovery Customer Settings page (Configuration Menu > Discovery > Other > Customer Settings), edit the Syndetics_Unbound_Customer_ID parameter and enter the Syndetics Unbound account code into the parameter value field (see Get Code for New UI).

      SU_DiscoveryCustomerSettings.png

      Discovery Customer Settings Page
    3. Click Save.

    4. Edit your view on the View Configuration page (Configuration Menu > Discovery > Display Configuration > Configure Views).

      SU_ViewConfiguration_PVE.png

      View Configuration Page - General Tab
    5. Select the General Tab.

    6. Under General Attributes, select the Enable Syndetics Unbound check box.

    7. Click Save.

    Additional Configurations in Syndetics Unbound

    This section describes additional configurations that you can perform to customize the content that appears in Syndetics Unbound.

    Element Selection

    The Detail Page Settings tab (Home > Catalog Enrichments > Detail Page) allows you specify which elements you want to appear on the Full Display page in Primo by toggling their ON/OFF buttons. Because Primo already has a virtual shelf browse option, you may want to turn off the Browse Shelf option on this tab.

    In addition, you can click Change Order to customize the order in which the elements appear in Primo.

    SU_DetailsPage.png

    Element Selection on Details Tab

    Interface Language

    The Advanced Options tab (Home > OPAC Settings > Advanced Options) allows you to set the interface language. This setting will translate the interface text of Syndetics Unbound into the selected language. It will not translate the content (for example, the text of Summary, Professional Reviews, and so forth).

    If patrons select a language in Primo, their selection will override this setting.

    SU_AdvancedOptions_InterfaceLanguage.png

    Setting Interface Language on Advanced Options Tab

    Customize/Translate Text

    The Customize/Translate Text tab (Home > Catalog Enrichments > Customize/Translate Text) allows you to customize any of the translation strings or to change the text (for example, to rename the header Tags to Browse by Tag).

    SU_CatEnrich_CustTransText.png

    Customize/Translate Text Tab

    Tags Translation

    The Tags tab (Home > Catalog Enrichments > Detail Page > Edit Tags) allows you to translate many tags into the language of your catalog interface if you enable tag translation.

    SU_CatEnrich_Details_EditTags.png

    Edit Tags on Detail Page Settings Tab

    Edition-Language Preference

    The Advanced Options tab (Home > OPAC Settings > Advanced Options) allows you configure edition-language preferences. When multiple editions of a work are available at your library, we will display the most popular edition. To give preference to certain languages—for example, to pick a less popular German edition over a more popular English edition—select them from the drop-down lists in the order that you prefer.

    SU_AdvancedOptions_EditionLangPref.png

    Setting Edition-Language Preferences on the Advanced Options Tab

    Need Help?

    If you have issues with Syndetics Unbound implementation, please contact Tech Support at Bowker.TechnicalSupport@proquest.com.

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