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    Personalized Ranking for the Central Index

    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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    The Central Index's  ranking accepts user preferences (such as the user's disciplines of interest and newer material preference) to rank the results for queries that include the Central Index search scope. For blended searches that include the Central Index, the preferences are applied only to records returned from the Central Index. When this functionality is enabled in your Primo view, users can set and apply the preferences only in search tabs that include the the Central Index search scope.

    For information regarding end user usage, see the following documents per your environment:

    This page describes the configurations used to display personalized ranking results in the Front End.

    Enabling Personalized Ranking

    The Enable the "Personalize Your Results" service field on the General Attributes page in the Views wizard (see Views Wizard - General Attributes Page) allows you to display the Personalize Your Results area on the Brief Results page in the Front End.

    ongEditViewAttrPR.png

    Views Wizard - General Attributes Page

    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.

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