Export to Mendeley for Primo VE

Introduction

Primo VE enables 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.

Mendeley export action in Brief Display.

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: https:// 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 enable end users to authenticate with their Mendeley accounts.

To register your Mendeley app:

Open the My Mendeley Applications page: https://dev.mendeley.com/myapps.html.
Sign in or create a Mendeley account for your Primo VE institution.

My Mendeley Applications Page after Signing In
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:// myInst.primo .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.
Select Generate secret.
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.
Select Submit to create the Mendeley application, which appears under the My applications section.

My Registered Mendeley Applications
Remember the application's ID for use later in the Primo VE configuration.
To prevent issues with Internet Explorer 11 browsers, edit your application and specify Legacy in the Authorisation Flow field.

Change the Authorization Flow Field

Analytics Usage

The following action lists the actions related to Mendeley exports in the Action Usage subject area:

Group	Subgroup	Action
Document	Actions	Mendeley