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    Saving and Managing Records in Primo VE

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    Primo allows signed-in users to save found records for subsequent sessions. After a record has been saved, the My Favorites > Saved Records page allows users to perform the following operations on saved records: view, delete, and label. Labels allow you to group and manage similar records.

    For guest users, records are saved in local memory and are not retained between browser sessions.

    Saving a Record

    To save a record:
    1. Perform a search.

    2. Click the Pin button UnpinnedIcon.png next to the item that you want to save in the search results.

      PinRecord1.png

      The system highlights the item, changes the icon to the Pinned icon PinnedIcon.png, and adds the item to the My Favorites page.

      You must sign in to save items for future sessions.

    Removing a Record

    To remove a record from My Favorites:

    You can click the Unpin button PinnedIcon.png next to the item either in the search results or on the My Favorites > Saved Records tab.

    UnPinRecord1.png

    Remove from Search Results

    UnPinRecord2.png

    Remove from Saved Records Tab

    Labeling a Record

    Labels allow you to group records in private lists so that you can access these records as needed in the future. You may assign multiple labels to a saved record if you want to include that record in multiple lists.

    To add a record to a private list:
    1. Click the My Favorites button FavoritesIcon.png that appears at the top of each page.

    2. Select the Saved Records tab (if not selected already).

    3. Click the Add Label button AddLabelsIcon.png.

      AddLabelsButton.png

      Add Label Button
    4. Enter the name of the label.

      AddLabelForRecord.png

      Enter Label

      The following figure shows an example of a label.

      LabelAddedExample.png

      Example of Label

    Removing a Label

    To remove a label:
    1. Click the My Favorites button FavoritesIcon.png that appears at the top of each page.

    2. Select the Saved Records tab.

    3. Click the record's Add Label button AddLabelsIcon.png.

    4. Click the Delete Label button DeleteLabelIcon.png to remove the label.

      RemoveLabel.png

      Delete Label Button

    Viewing Grouped Records

    To view grouped records:
    1. Click the My Favorites button FavoritesIcon.png that appears at the top of each page.

    2. Select the Saved Records tab.

    3. In the Labels section, click the label's link to view the records that have been assigned that label.

      ViewLabelLink.png

      Selecting the Label Link

      The following example shows the selected label and the list of items that have been assigned that label.

      SelectedGroup.png

      Example Grouping of Saved Records

    Viewing a Saved Record

    To view a saved record:
    1. Click the My Favorites button FavoritesIcon.png that appears at the top of each page.

    2. Select the Saved Records tab (if not selected already).

    3. In the list of saved records, click the record that you want to display.

      SavedRecordsTab.png

      Saved Records Tab

    Sorting the List of Saved Records

    The following Sort by options allow users to sort their list of saved records to locate specific records: Title, Author, and Date added.

    SortBy_MyFavorites.png

    Saved Records - Sort Options on My Favorites Page

    Exporting Records

    In the Saved Records tab, you can export a single record or multiple records to citation managers, email addresses, and printers for personal use.

    To export a single record:
    1. Click the My Favorites button FavoritesIcon.png that appears at the top of each page.

    2. Select the Saved Records tab (if not selected already).

    3. Click the ellipsis within the record that want to export.

      Primo_MyFavorites_EllipsisForRecord.png

      Open Export Options
    4. Select an export option and specify the necessary information to complete the export.

      Primo_MyFavorites_SingleExportOptions.png

      Select Export Option
    To export multiple records:

    Primo does not limit the number of records that you can export.

    1. Click the My Favorites button FavoritesIcon.png that appears at the top of each page.

    2. Select the Saved Records tab (if not selected already).

    3. Select the check boxes of the records that you want to export. You can select the check box above the list to select all records.

      Primo_MyFavorites_BulkExportBoxes.png

      Select Records and Open Export Options
    4. Click the ellipsis at the top of the page to open the export options.

      Primo_MyFavorites_BulkExportOptions.png

      Select Export Option
    5. Select an export option and specify the necessary information to complete the export.

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