Configuring Restricted Search Groups for Primo VE

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Restricted search groups 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. 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, but delivery to full text or library requests may be limited). The need is more common in corporate libraries, but there can be exceptions in academic libraries. Primo VE enables you to define up to three search groups per institution.

The Restricted Search Groups page restricts access only to local records in Primo VE. The Restricted User Groups page (Configuration > Discovery > Authentication > Restricted User Groups) provides a similar (but not identical) option for limiting access to Central Index (CDI) data in Primo VE. For more information about this configuration, see Configuring Restricted User Groups for Primo VE.

Open the Restricted Search Groups page (Configuration Menu > Discovery > Search Configuration > Restricted Search Groups).

Restricted Search Groups List
Select Add Restricted Search Group to open the Restricted Search Group Definition page.

Restricted Search Group Definition Page
In the Details section, 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.

In the Restricted Search Conditions section, define the restricted search conditions for the search group. You can define a maximum of two conditions, but both conditions must be true.

Select Add a Condition.

Add a Condition Dialog Box

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 the following categories: Metadata – Restrict searches to records with specific metadata (such as ISBN and resource type) Inventory – Restrict searches to various types of inventory (such as available physical items, external data source, and location. Local Fields – Restrict searches to specific local fields that you have defined.
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.

Select Add Condition to add the condition to the list.

In the Allowed Users section, 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 Add Rule to display the Define Allowed Users page.
  
  Input Parameters Section
2. Select Add Parameter to open the Input Parameters dialog box.
  
  Input Parameters Dialog Box
3. 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, or Contains.
  - Value - Depending on the type of group and operator, specify a value.
4. Select Add Parameter to add the rule to the list.
Select Save to apply the changes to the restricted search group.