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    Exporting Records from Primo

    If you are working with Primo VE and not Primo, see Exporting Records from Primo VE.

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    Introduction

    Primo allows you to export a record to other applications (such print, email, and citation managers) from the Brief Display, Full Display, and My Favorites > Saved Records pages. In addition, users can export records in bulk from the Brief Display page and the My Favorites > Saved Records page.

    PVE_ExportActions_BriefDisplayPage.png

    Export Actions as Shown on the Brief Display Page

    For bulk exports only:

    • You can select and export a maximum of 50 records at one time from the brief results.

    • Although there is no limit to the number of records that you can select from My Favorites > Saved Records, exporting more than 200 records at a time is not supported.

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

    To export a record:
    1. Unless you are on the Full Display page, select all records that you want to export. For more details regarding record selection, see Selecting Items in Brief Display and My Favorites.

      After selecting the records, you may need to select the ellipsis to display all supported export actions.

      PVE_ApplyActionsBulk.png

      Ellipsis to Display All Export Actions (Example Bulk Export)

      If you want to display all export actions for a single record, select the ellipsis that is associated with that record.

    2. Select one of the following export actions, if provided:

      • Export BibTex – Export the record to BibTex format, and save it in a file. To export to BibTex format, choose a file encoding and then select Download.

        PVE_Export_BibTex.png

        Export to BibTex Format
      • Export RIS – Export the record to RIS format, and save it in a file. To export to RIS format, choose a file encoding and then select Download.

        PVE_Export_RIS.png

        Export to RIS Format
      • EasyBib, RefWorks, and EndNote – Export the record to RIS format, and save it directly to any of these citation managers.

      • Citation – Create a citation in specified format for the record. To create a citation, specify a citation style in the left pane and then select Copy Citation to Clipboard.

        PVE_ExportCitation.png

        Create Citation for Record
      • Permalink – Create a permalink for the record.

        PVE_ExportPermalink.png

        Create Permalink for Record
      • Print – Send the record's details, locations, and availability information to a specified printer.

      • Email – Send the record's details, locations, and availability information to a specified email address. To send to email, specify an email address and then select SEND. If you are signed in, the Note field will appear, which allows you to include an optional note with the email.

        PVE_ExportEmail.png

        Send to Specified Email Address
      • Export to Excel – Download a record's details and link to an Excel or CSV file. To export the record to a file, choose a file type and then select Download.

        Primo_ExportToExcelProcedure.png

        Export to Excel

        When using the CSV file type for non-Latin languages, we recommend that you use Notepad to open the file, but if you prefer to use Excel, make sure that you use UTF-8 encoding.

      • Mendeley – Export the record to your personal Mendeley account. 

        Primo_Mendeley_PushTo_Action.png

        Mendeley Export Action in Brief Display

        After selecting the Mendeley option, Primo prompts users to connect to their Mendeley accounts. Once connected, Primo automatically exports the record. If the export is successful, the following message will appear at the top of the page:

        Primo_ExportMendeleySuccessful.png

        Successful Mendeley Export Message
      • Reading List – export citations from Primo to your reading lists in Leganto. Depending on the type of user, perform the following:

        • For students, click ADD TO READING LIST In the Action's dialog box to export the record's citation:

          Primo_Add_to_ReadingList_Student.png

          Reading List Action's Dialog Box for Students
        • For instructors, specify the following fields and then click ADD TO READING LIST to export the record's citation.

          • Add to - Select either Collection (personal reading list) or List (class reading list).

          • Select list - If you selected the List option, select one of your class reading lists from the drop-down list.

          • Select section - If the selected reading list has sections, select a section from the drop-down list.

          Leganto_AddTo_Coll_Or_List.png

          Reading List Action's Dialog Box for Instructors

    Selecting Items in Brief Display and My Favorites

    You can use the following methods to select items for bulk application of actions:

    On the Brief Results page only, the number of selections is limited to a maximum of 50 items. If this limit is reached, users are prompted to edit their selections.

    • Individual Selection – Select the check box that appears next to each item in the list.

      PVE_Select_Items.png

      Adding Item Selections Individually
    • Page Selection – On the Brief Results page only, select the check box that appears above the results to select all items on the page. After loading another page of results, you can select this box again to include that page's items in the export.

      PVE_Select_All_Items.png

      Select All Check Box
    • Top 50 Selection – On the Brief Results page only, select an item or all items, and then select Choose Top 50 Results to select a maximum 50 records in the list.

      PVE_Select_Top_50_Results.png

      Top 50 Selection on Brief Results Page Only
    • All Saved Records Selection – On the My Favorites > Saved Records page only, select the check box that appears above the list to select all saved records.

      Primo_SavedRecords_SelectAll.png

      Select All Check Box for Saved Records
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