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    5. Back Office Guide

    Back Office Guide

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    No headers
    This information is not applicable to Primo VE environments. For more details on Primo VE configuration, see Primo VE.
    • Getting Started
      • Primo Concepts, Components, and Relationships
      • Overview of the Primo Back Office
      • Back Office Configuration Changes - Move to New UI
      • Primo Configuration Wizards
      • Demonstration Data in the Back Office
      • Getting Primo Service Pack Updates
    • Configuring Primo Institutions and Libraries
      • Creating an IP Range
      • Loading Libraries
      • Loading IPs
      • Creating an Institution
      • Editing an Institution
      • Institution Wizard
      • Deleting an Institution
      • Synchronizing MetaLib Access Information
      • Editing an IP Range
      • Deleting an IP Range
      • Creating a Library
      • Editing a Library
      • Deleting a Library
      • Loading the DEI File
    • Configuring Staff Users and User Groups
      • Staff User Configuration
      • E-Mail and SMS Configuration
      • User Groups Configuration Wizard
    • Primo User Authentication
      • Managing Certificates and Metadata for SAML Authentication
      • The Primo Authentication Manager
      • Using SAML for User Authentication
      • Attribute Mapping
      • Using PDS for User Authentication
      • Using LDAP for User Authentication
      • Using Alma for User Authentication
      • Login Pages for User Authentication
      • Using Social Networks for User Authentication
      • Using CAS for User Authentication
      • Using Aleph for User Authentication
    • Pipe Configuration Wizard
      • Using Enrichment Sets
      • Configuring Data Sources
      • Managing Scope Values
      • Using Normalization Rules Sets
      • Configuring Pipes
      • Parallel Processing of Pipes
      • Accessing the Pipe Configuration Wizard
      • Using Normalization Mapping Tables
    • Configuring Primo’s Front End
      • Configuring View Properties
      • Views Wizard
      • Configuring the Newspaper Search Interface
      • Collection Discovery
      • Restrictions and Delivery Configuration Wizard
      • View Inheritance
      • Custom Layout Editor
      • Configuring the Database Search Interface
      • Configuring Institution Properties in Primo
      • Configuring the Export All Results Option
    • Monitoring and Maintaining Primo
      • Displaying PNX Records from Primo Front End
      • Ongoing Indexing
      • Scheduling Tasks
      • Dashboard Monitoring
      • Monitoring Primo Status
      • Scheduling Analytics Jobs
      • Using the PNX Viewer
    • Primo Tools
      • The Import PNX Extensions Tool
      • Creating Primo Tools
      • Executing Primo Tools
      • The Create XREF Tool
      • The Export User Generated Data Tool
      • The Delete PNX Extensions Tool
      • The PNX Extensions Loader Tool
      • The Generate Sitemap Tool
      • The Delete Sitemap Tool
      • The Export Primo Configuration Tool
      • The Import Primo Configuration Tool
      • Exporting/Importing the Full Configuration
    • Primo Utilities
      • The Cleanup Procedures Tool
      • The File Uploader Tool
      • The UI Customization Package Manager
      • The System Tests and Monitor Tool
    • Facets
      • Configuring Facets
      • Configuring Static Facets
      • Configuring Top-Level Facets
    • Additional Primo Features
      • Configuring Date Ranges
      • Defining Local Sort Fields
      • Using Links Within Remote Search Records for Availability and Delivery
      • Configuring the EBSCO Plug-In
      • Copy Citation for Record
      • Location Priority for Aleph and Voyager
      • Enhanced Hypertext Linking
      • Configuring Search Expansion With Controlled Vocabulary
      • Managing Local Fields
      • Featured Results Bar
      • Configuring the User Settings for Persistent Search History
      • Primo to Primo Deep Searches
      • Managing Citation Styles
      • Configuring the Citation Linker and Fetch Item
      • Search Engine Configurations
      • Tags and Reviews
      • Configuring Alerts
      • Find Databases
      • Export to Mendeley
      • General Configuration Wizard
      • Deploy All Configuration Settings
      • Display of Local Fields
      • Configuring Availability and Delivery for EBSCO Records
      • Adding Links to My Account
      • Creating a Permalink for a Record
      • Export to EasyBib
      • UI Notification for Expanded Search Results
      • Configuring the Display of Citations in Primo
      • Restricting Access to Deep Search Plugins
      • Handling Bidirectional Text in Display Fields
      • Configuring Austlang and Custom Languages for Primo
      • Configuring the Central Discovery Index Search Scope
      • Configuring the Display of CDI Records
      • Configuring the Settings to Extend User Sessions
      • Configuring CDI Normalized Subject Headings for Primo
    • Resource Recommender
    • Mapping Tables
      • Creating Normalization Mapping Tables
      • All Mapping Tables Page
      • Mapping Table Configuration Restrictions
      • Mapping Table Inheritance Levels
      • Exporting Mapping Tables to an Excel File
      • Importing Mapping Tables from an Excel File
      • Editing Mapping Tables
      • Deleting Mapping Tables
      • Searching for Mapping Tables
      • Filtering Mapping Table Rows
      • Using Special Characters
      • Mapping Table Reference
    • Code Tables
      • Placeholders in Code Tables
      • Code Table Reference
      • All Code Tables Page
      • Code Table Configuration Restrictions
      • Code Table Inheritance Levels
      • Searching Code Tables
      • Filtering Code Tables
      • Sorting Code Tables
      • Importing Code Tables for Translation
      • Exporting Code Tables for Translation
      • Editing Code Tables
      • List of Codes Supporting HTML
    • Primo Reports
      • Statistical Reports
      • Report Parameters
      • List Reports
      • Using the BIRT Report Viewer
    • Staff User Role Privileges
    • Additional Procedures for On Premises Customers
      • Upgrade to Apache 2.4 for Primo PDS
      • Upgrade to Tomcat Version 9.0.62
    • Additional Features for the New Primo UI
      • Configuring CDI Document Attributes in Primo
      • Configuring Contextual Relationships for the New Primo UI
      • Configuring Main Menu Links for the New Primo UI
      • Configuring the Feedback Tool for the New Primo UI
      • Display All Links in Full Display for CDI
      • Open Access Indication in Primo
      • Quicklinks in Primo and Primo VE
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