Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Primo Central Collection Activation

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

    Primo Central provides easy access to over a billion scholarly materials obtained from various aggregators, publishers, and open access repositories. It includes citations for journals, articles, e-books, reviews, legal documents and technical reports, conference proceedings, research datasets and more.

    Libraries have full control over which collections can be searched and which items can display full text in Primo. Searching of collections and the delivery of full text are separate and distinct settings. This document describes what settings are available in general, how to activate Primo Central collections to be available for searching, and how to control what items are flagged as available in full text.

    Most libraries pre-filter their users’ results to show only items that are available in full text. You can control this setting by changing the Include Results with no full-text option for the PC search scope in the Views Wizard (see Configuring the Primo Central Search Scope). If you have not selected this setting, items that are activated for search, but are not flagged as available in full text, will appear in the search results only if the user clicks the Expand beyond library collections check box in the new Primo UI.

    Collections that are not activated for search will not be discoverable at all in Primo (even if the Expand beyond my library collections option has been selected by the user).

    The following example shows search results that have been pre-filtered to display only items that are available in full text:

    PCA_FullTextOnlyResults.png

    Displaying Items with Full Text Only

    The following example shows search results in which the full text only filter has been removed:

    PCA_FullTextOnlyRemoved.png

    Full Text Only Filter Removed

    Overview

    You can control what collections are available for users to search within by using the collection activation of your institutional Primo Central profile, but the indication of whether full text is available for the content is configured either at the item level using your link resolver (Alma or SFX) or at the collection level – for example, for those collections that are entirely open access. The latter only needs to be activated in your institutional Primo Central profile, and all content will be set to full text available automatically.

    Settings coming from the link resolvers are automatically transferred to Primo Central in regular intervals to update the availability status of all items in Primo Central.

    Most collections use the link resolver to link to the electronic full text. However, there are exceptions where the collection uses a link in the record. That is primarily the case if it is a unique collection in which rights management is not done at item level, or for open access items in which the free full text is only available from one unique place and no appropriate copy calculation is required. The full text availability type setting in the PC collection list (described in the next section of this page) also determines how the full text is linked for each collection.

    The following notes are related to the terms used in this document:

    • The PC collection list refers to the collection list of your institutional Primo Central profile, which is where you activate collections to be made available for searching.

    • The word delivery in the PC collection list refers to full text availability settings and linking to the full text.

    • Availability generally refers to full text availability.

    • Free for search means that the content of the collection can be freely used for discovery, but the actual full text might be subject to a subscription.

    Collection Settings and Activation

    Availability and search settings are determined by the collection type in the Provider Collection List (My Profile > View Client > Selected Client Resource Collections > Edit client resource collections). For more information, see Primo Central Collection Activation.

    PC_CollectionsListExample1.png

    Provider Collection List

    The collection types are not configurable and are set by Ex Libris according to the nature of the content and the requirements of the content provider. However, you can decide which collection your users can use to discover content. In the Provider Collection List, each collection has the following collection type information:

    • Newspaper Search – Indicates whether the collection contains content that is discoverable with the Newspaper Search interface. The valid values are Yes and No.

    • Search – Indicates whether a subscription is needed to search this collection's content. The valid values are Free and Subscription.

    • Full Text – Indicates whether a subscription is needed to view full text from this collection. The valid values are Open Access, Subscription (Collection Level), and Subscription (Linkresolver).

    • Link to Full Text – Indicates which type of link (collection level or link resolver) is needed to provide full text for a collection. The valid values are Link via Linkresolver and Link in record.

    For more information, see Collection Types and Their Settings.

    To allow a collection to be searched in Primo, enable the Active for Search field in the Provider Collection List. It can take up to eight business days before changes are reflected in the search results.

    It is recommended to activate all collections that are free for search unless its content is not useful to any of your users at all—for example, if the material's language is not appropriate for your users.

    Collections in the PC Collection List and the Link Resolver Knowledge Base

    Your PC collection list can differ from the collections in your link resolver's knowledge base, which is used to manage your full text subscriptions. Not all providers of full text also contribute article or book item-level metadata to the discovery index. Usually, the metadata for the same item is available from different sources, and since we source the content of the Primo Central index from many different providers, it covers a very high percentage (if not all) of your subscribed full text. However, if you are missing a collection in the PC collection list, you may also want to check the Alternative Coverage guide to see how the content is covered in Primo Central from other sources (see the coverage lists under Primo Central Content).

    Regardless of whether the metadata in the Primo Central result list is coming from the same collection as defined in your link resolver's knowledge base, the availability setting from the link resolver will be applied at the item level and users will be taken to the appropriate copy (the full text version to which you subscribe) as defined in the link resolver's knowledge base.

    Collection Types and Their Settings

    The following types of collections must be considered when activating collections in your PC collection list:

    1. Collections for which discovery is free and full text delivery requires a subscription.

      • Search:    Free

      • Full Text:    Subscription (Linkresolver)

      • Link to Full Text:    Link via Linkresolver

      Recommendation: Activate all such collections in the institutional profile. Items in which full text is not available will be marked appropriately in the results.

      PC_Act_Example1.png

      Example 1: Free Search and Subscription Needed for Access to Full Text (Link Resolver)
    2. Collections for which discovery is free and full text delivery does not require a subscription (open access).

      • Search:    Free

      • Full Text:    Open Access

      • Link to Full Text:    Link in record

      Recommendation: Activate all such collections unless either their language or geographic coverage is not at all relevant to your users.

      PC_Act_Example2.png

      Example 2: No Subscription Needed for Search and Access to Full Text (Link in Record)
    3. Collections for which discovery and delivery are restricted and full text availability is managed at the item level—for example, subscription based abstracting and indexing databases.

      • Search:    Subscription

      • Full Text:    Subscription (Linkresolver)

      • Link to Full Text:    Link via Linkresolver

      Recommendation: Activate all collections for which you have a subscription.

      PC_Act_Example3.png

      Example 3: Subscription Needed for Search and Access to Full Text (Link Resolver)
    4. Collections for which discovery and delivery are restricted and full text availability is managed at the collection level—for example, subscription based abstracting and indexing databases that also provide full text as part of the subscription.

      • Search:    Subscription

      • Full Text:    Subscription (Collection Level)

      • Link to Full Text:    Link in record

      Recommendation: Activate all collections for which you have a subscription.

      PC_Act_Example4.png

      Example 4: Subscription Needed for Search and Access to Full Text (Link in Record)
    • Was this article helpful?