Configuring Personalized Ranking for Primo

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This information is not applicable to Primo VE environments. For more details on Primo VE configuration, see Defining a View for Primo VE.

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Introduction

Personalized settings enable users to boost the rankings of CDI records that match their preferred disciplines. This type of ranking is particularly helpful for ambiguous searches, where search results come from a variety of disciplines or include a large set of articles. It does not replace topic facets or act as a filter. It simply adjusts the ranking algorithm to the general discipline of the user.

Personalized Results Enabled in the New UI

The Personalized results section lists the active preferences and enables users to remove selected disciplines, edit selected disciplines, and give preference to newer material.

For information regarding the mapping of disciplines in CDI, see Personalized Ranking in CDI.

Enabling/Disabling Personalized Ranking

The Enable the "Personalize Your Results" service field on the General Attributes page in the Views wizard (Primo Home > Ongoing Configuration Wizards > Views Wizard) enables the Personalized toggle in the UI. Selecting the toggle, enables users to select and apply a higher ranking to articles that fall under their selected disciplines.

Views Wizard - General Attributes Page

If you disable the Personalize Your Results feature, it will remain active only for users who previously configured at least one discipline and selected the Personalized toggle in the UI. To disable personalization, those users will have to edit and clear all selected disciplines instead of just clearing the Personalized toggle, which is no longer visible to all users.

Customizing the Display of Personalized Ranking

The following tables allow you to configure how personalized ranking displays in the Front End:

Personalize Your Results Disciplines code table – This table allows you to customize and translate the display names for the supported CDI disciplines and categories that are listed in the Personalize Your Results Disciplines Fields mapping table and cannot be customized.
Personalize Your Results Labels code table – Contains all labels used by the Personalize Your Results area on the Brief Results page and the Personalize Your Results dialog box.
Personalize Your Results Disciplines Fields mapping table (read-only) – Contains the list of supported disciplines per view, which are supported in CDI.
Error messages code table – The following code displays a message when the maximum number of disciplines has been selected:

validation.pyr.maxDisciplines – You have reached the maximum number of disciplines. Please select up to five.

Primo Analytics

The following actions are available in the Actions Subject Area to support personalized results profiles in Primo Analytics.

Update Personalized Results Profile – End users who update their personalized results profile.
Remove Personalized Results Profile – End users who have removed their personalized results profile.

The above reports begin tracking after the update to the Primo July 2015 release.

Using Personalized Results in Primo APIs

It is possible to include the degree and disciplines in search requests in order to activate personalized ranking in Primo API searches:

Web Services – The disciplines can be added to searchRequest as follows:

<requestparams>

<requestparam key="pyrCategories"> medicine;business </requestparam>
X-Services – The disciplines can be added to Brief Search with the pyrCategories parameter as follows.

For example:

http://<host>:<port>/PrimoWebServices/xservice/search/brief?institu-tion=PYRTEST_INST1&onCampus=false&query=any,contains,war&indx=1&bulkSize=10&dym=true&highlight=true&lang=eng&pyrCategories=chemistry;business&loc=adaptor,primo_central_multiple_fe</port></host>

The valid disciplines are defined in the Personalize Your Result Disciplines code tables under the Front End subsystem.