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    Saving and Managing Search Queries

    If you are working with Primo VE and not Primo, see Saving and Managing Search Queries in Primo VE.

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    Primo allows signed-in users to save searches between sessions and receive email alerts when there is an update to the saved search query. After a query has been saved, the My Favorites > Saved Searches page allows users to perform the following operations on saved searches: view, delete, create an RSS feed, and set/clear an alert.

    Saved Searches tab on My Favorites page.

    My Favorites - Saved Searches Tab

    Email alerts are sent weekly for Primo. The day on which the report is sent is based on the creation date of the saved search (see Configuring Alerts).

    Saving a Query from the Results List

    To save a query from the results list:
    1. Perform a search that you want to save.

    2. Click Save Query, which appears above the search results.

      Save Query link on Brief Results page.

      Save Query Link

      In addition, you will have an opportunity to set an alert for this query by clicking the notification link that appears above the search box (see Setting an Alert for more details):

      Set Alert Notification link on top of page.

      Set Alert Notification Link

    Saving a Query from Search History

    For guests or users that are not signed in, search history is tracked per session and is not saved between sessions in Search History. For signed-in users, Primo/VE stores the last 100 searches in Search History and allows these queries to be copied to Saved Searches. Although the same search can appear in Search History more than once, you will not be able add the same search to Saved Searches more than once.

    Search History tab for signed-in users on My Favorites page.

    Search History Tab (Signed-In User)

    During a session, searches performed prior to sign-in are not retained after sign-in. After sign-in, Search History will include searches from previous sessions and new searches performed after sign-in.

    To save a query from the Search History tab:
    1. Click the My Favorites button at the top of the page.

    2. Select the Search History tab to display your search history.

    3. For signed-in users only, select the Pin button that appears next to the query that you want to save. The record should now appear under Saved Searches as well.

    Deleting a Saved Query

    To delete a query:
    1. Click the My Favorites button at the top of the page.

    2. Select the Saved Searches tab to display all of your saved searches.

    3. Click the Unpin button that appears next to the query that you want to remove from the list.

      Use Unpin icon to delete query.

      Deleting a Query

    Deleting a Group of Saved Queries

    To delete a group of queries:
    1. Click the My Favorites button at the top of the page.

    2. Select the Saved Searches tab to display all of your saved searches.

    3. Select the check boxes of the queries that you want to delete.

      Select queries and then select the Unpin icon to remove them.

      Select Queries to Remove
      To select all queries, click the check box above the list.
    4. Click the Unpin button that appears above the list.

    Deleting Queries from Search History

    To delete queries from Search History:
    1. Click the My Favorites button at the top of the page.

    2. Select the Search History tab to display all of your saved searches.

    3. Select an item or items, and then select the Delete icon. 

      Select queries and then select the Delete icon to remove them.

      Deleting Searches in Bulk

     Selecting the Delete icon in a search's row, removes only that search from Search History.

     

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