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    Saving and Managing Records in Primo VE

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    Primo VE 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, export, and label. Labels enable you to group and manage similar records.

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

    Saving an Individual Record

    To save a record:
    1. Perform a search.

    2. Select 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.

    Saving Records in Bulk

    On the Brief Results page, users can select multiple items to save them in bulk to My Favorites > Saved Records.

    Selecting Items 

    On the Brief Results page, you can use the following methods to select items for bulk saves to My Favorites:

    • Individual Selection – Select the checkbox that appears next to each item in the list. As records are added to the page, the number of selected records appears above the results. You can load more results to the page to enable the selection of more records.

      PVE_Select_Items.png

      Adding Item Selections Individually

    • Page Selection – Select the checkbox that appears above the entire list to select all items on the page. You can load more results to the page to enable the selection of more records.

      PVE_Select_All_Items.png

      Select All Checkbox
    • Top 50 Selection – Select an item or all items, and then select Choose Top 50 Results to select the first 50 records in the results list. Note that this option appears only on the first page of the search results.

      PVE_Select_Top_50_Results.png

      Top 50 Selection

    The number of selections is limited to a maximum of 50 items at a time. If this limit is reached, users are prompted to edit their selections.

    Saving to My Favorites

    After you have selected one or more items, select the Pin icon that appears above the list of results to save all selected items to My Favorites.

    PVE_BulkSave_MyLibraryCard.png

    Save to My Library Card in Bulk

    For signed-in users, the Save to My Favorites dialog box opens for users to apply no label, add existing label, or a new label to all selected records.

    PVE_SaveAllToFavorites_DialogBox.png

    Save to My Favorites Dialog Box (Signed-in Users Only)

    Removing a Record

    To remove a record from My Favorites:

    You can select 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. Select 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 ADD LABELS 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. Select the My Favorites button FavoritesIcon.png that appears at the top of each page.

    2. Select the Saved Records tab.

    3. Select the record's ADD LABELS button AddLabelsIcon.png.

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

      RemoveLabel.png

      Delete Label Button

    Viewing Grouped Records

    To view grouped records:
    1. Select 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, select 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 to that label.

      SelectedGroup.png

      Example Grouping of Saved Records

    Viewing a Saved Record

    To view a saved record:
    1. Select 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, select 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 (up to 200 records are supported) to citation managers, email addresses, citations, reading lists, emails, and printers for personal use.

    The following types of bulk exports are not supported: QR, Citations, and Permalinks.

    To export a single record:
    1. Select 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 ellipsis within the record that you 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 VE does not limit the number of records that you can export.

    1. Select 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 checkboxes of the records that you want to export. You can select the checkbox above the list to select all records.

      Primo_MyFavorites_BulkExportBoxes.png

      Select Records and Open Export Options
    4. Select 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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