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    Configuring Search Profiles for Primo VE


    Search profiles allow you to define groups of records that meet specific conditions so that users may search and quickly find materials and services that are offered by your institution. For example, these groups may contain records that belong to a specific library, location, or perhaps a specific resource type. Out of the box, Primo VE provides the following search profiles:
    • CentralIndex (Articles and more) – Searches within this profile include collections from the Central index.
    • CourseReserves (Course Reserves) – Searches within this profile include all records that are linked to an active course. By default, this profile is inactive in a view's definition.
    • MyInst_and_Cl (Search everything) – Searches within this profile include all resources that belong to your institution and all collections from the Central index.
    • MyInstitution (Library Catalog) -- Searches within this profile include all resources that belong to your institution.
    Each of the above profiles are automatically assigned to their own search profile slot when a new view is created. For more information on views, see Configuring Discovery Views.
    SuprimaDefaultSearchScopes.png
    Out-of-the-Box Search Profile Slots in Primo VE - Course Reserves Inactive
    The slot for CourseReserves is inactive by default in the view. If you want the slot to appear in the UI, you must activate it in the view (see Activating/Deactivating a Search Profile Slot).
    You can create additional search profiles if you want to create scopes that restrict searches to campuses, libraries, the Central index, and custom scopes (see Adding a Search Profile and Defining a Custom Scope), but the system will not automatically create a search profile slot for any customer-defined search profiles.

    Adding a Search Profile

    In addition to the out-of-the-box search profiles, you can create custom search profiles that limit the scope of searches by campus, library, the Central index, and custom scopes. The search profiles are then used to create search profile slots in your view's configuration. For more information, see Adding a Search Profile Slot.
    Before you begin creating any search profiles, make sure that you have already created any custom scopes that you may need. For more information, see Defining a Custom Scope.
    To add a search profile:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Search Profiles under Search Configuration to open the Search Profiles page.
      SearchProfilesTab.png
      SearchProfilesTab_NewUI.png
      Search Profiles Tab
    2. Click Add a Search Profile to open the Define a Custom Search Profile page.
      DefineCustomSearchProfileTab.png
      AddSearchProfile_NUI.png
      Define a Custom Search Profile Page
    3. In the List of Scopes included in the Search Profile section, enter the fields listed in the table below.
      Search Profile Details
      Field Description
      Code
      Enter a unique code for the new search profile.
      Display Name
      Enter a display label for the new search profile and then specify one one or more of the following scopes: campus, library, custom, entire institution, and Central Index.
      Click the Globe button GlobeButton.png if you want to create translations for the label in the Search Profile Labels code table. For more information, see Configuring Display Labels.
      This label displays in the Search box only when a view's search profile slot contains more than one search profile. For more information, see Adding a Search Profile Slot. In the following example, a new slot called New Slot is defined with two of the out-of-the-box search profiles MyInstitution and CourseReserves:
      SlotWithMultipleSearchProfiles.png
      Display Labels for MyInstitution and CourseReserves
      Description (Optional) Enter an internal description for the search profile.
    4. Add scopes to your search profile.
      Starting from the top of the scopes list, the system matches each record with the criteria of each scope and stops when either the last scope is checked or a match is found. If a match is not found, the record is not included in the results.
      1. Click Add Scope to open the Add Scope dialog box.

        SP_AddScope_NUI.png

        Add Scope Dialog Box
      2. Select one of the following scope types from the Select Scope Type drop-down list:
        Valid Scope Types
        Scope Types Description
        My Campuses
        From the Select Campus drop-down list, select the campus to which you want to restrict searches.
        My Libraries
        From the Select Library drop-down list, select the library to which you want to restrict searches.

        Custom (Local data)

        From the Select Custom Scope drop-down list, select the custom local data scope to which you want to restrict searches. Custom local data scopes must be created in advance. For more information, see Defining a Local Data Scope.
        Other Indexes
        From the Select Other Indexes drop-down list, select the third-party index (EBSCO or WorldCat) to which you want to restrict searches.Third-party index scopes must be created in advance. For more information, see Defining Scopes for Third-Party Indexes.
        My Entire Institution
        Includes local records from the entire institution.
        If you have already added any of the local data scopes (campuses, libraries, or custom local data), you cannot specify this option.
        Central Index
        Includes records from the Primo Central Index.
        Select the Filter by Availability check box if you want to display only PC records that have full text. After performing a search, users may select the Expand My Results option in Primo VE to display the other PC records as well.
        If you want to display all PC records by default, clear the Filter by Availability check box. After performing a search, users may select the Full Text Online facet in Primo VE to display only PC records that contain full text.
      3. Click Add if you want to add more scopes to the search profile's definition. Otherwise, click Add and Close to close the dialog box.
    5. Click Save to save your changes to the search profile.

    Boosting Records in Blended Search Profiles

    Search profiles that include multiple search engines (such as your local institution, Primo Central, EBSCO, and so forth) are considered blended search profiles. With blended search profiles, you may want to boost records from a particular source to give them higher relevance in the search results.

    SP_BlendedSearchProfile_In_List.png

    Blended Search Profile - Includes Local Catalog and Primo Central
    To apply positive or negative boosts to blended search profiles:
    1. On the Discovery Configuration menu, click Search Profiles under Search Configuration to open the Search Profiles page.

    2. In the row containing the blended search profile that you want to configure, click the Configure blending row option or the Blended link to open the Edit Blending Configuration page, which displays the list of search engines included in the search profile.

      SP_BoostList_Blending_NUI.png

      Edit Blending Configuration Page
    3. For each search engine, click the Customize row option if you have not already configured this search engine. Otherwise, click the Edit row option.

    4. Select and configure one of the following Boost Types:

      • Boost - This option opens the following page, which allows you to apply positive boosts to records from the search engine:

        SP_Boost_Parameters_NUI.png

        Boost Configuration Details

        Specify the parameters listed in the following table.

        Boost Configuration Parameters
        Parameter Description

        Boost factor

        The number that is multiplied to the record's original rank to boost its rank. The minimum factor must be greater than 1 (such as 1.5), and the maximum factor must not exceed 10.

        Number of results to boost

        The maximum number of records to boost in the search results. Select a value from 1 to 9.

        Boost records with a high score

        Select the score needed to boost a record: high, medium, low, or none.

        Position of boosted records

        Specify the position within the search results to place the boosted records: top (2nd record), middle (5th record), bottom (9th record), none.

         

      • Deboost - This option opens the following page, which allows you to apply a negative boost to records from the search engine:

        SP_Deboost_Parameters_NUI.png

        Deboost Configuration Details

        Specify the following parameter:

        Deboost factor - The number that is multiplied to the record's original rank to decrease its rank. The factor must be a number between 0 and 1 (such as .25).
    5. Click Save.

    Defining a Local Data Scope

    Custom local data scopes allow you to create scopes that limit searches in the local database to specific library metadata (such resource type or availability). After a custom scope has been defined, you can add it to new and existing search profiles and also to search profile slots in the view's configuration.
    To define a local data scope:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Search Profiles under Search Configuration to open the Search Profiles page.

    2. Select the Custom Local Data Scopes tab.

      SP_Custom_Local_DB_Tab_OldUI.png

      SP_CustomLocalDataScopesTab_NUI.png

      Custom Local Data Scope Tab
    3. Click Add a Custom Scope to open the Define a Custom Scope page.

      DefineCustomScope.png

      SP_DefineCustomScope_NUI.png

      Define a Custom Scope Page
    4. Specify the following general fields:

      Scope Details Section
      Field Description
      Code
      Enter a unique code for the new custom scope.
      Name
      Enter a name for the new custom scope.
      Description
      (Optional) Enter an description for the new custom scope.
    5. In the Scope Conditions section, click Add a Condition to open the Add Condition dialog box.

      AddScopeCondition.png

      SP_Add_Up_To_3_Conditions_NUI.png

      Add Condition Dialog Box - First Condition Only
    6. Specify the following fields to define a condition.

      Add Condition Dialog Box Fields
      Field Description
      Search Index
      Select a type of local metadata for which you want to create a search index. The list is grouped by bibliographic record metadata, inventory, and local fields.
      Operator
      Select one of the following operators, which may not be available for all types of metadata:
      • Contains Keywords – This condition checks to see that the record contains the specified keywords, which are entered in the Value field.
      • Doesn't Contain Keywords – This condition checks to see that the record does not contain the specified keywords, which are entered in the Value field.
      • Contains Exact Phrase – This condition checks to see that the record contains the specified exact phrase, which is entered in the Value field.
      • Doesn't Contain Exact Phrase – This condition checks to see that the record does not contain the specified exact phrase, which is entered in the Value field.
      • Equals – This condition checks to see that the search index matches the value selected from the Value drop-down list.
      • Exists – This condition checks to see that the record contains this type of metadata.
      • Doesn't Exist – This condition checks to see that the record does not contain this type of metadata.
      Value
      Specify a value if the selected operator requires one.
      Logic (conditions 2 and 3 only)

      Specify the boolean operation that is applied to the second and third conditions.

      • And – indicates that this condition and the previous condition must be met.

      • Or – indicates that this condition or the previous condition must be met.

      This field displays only for the second and third conditions.

      Precedence is given to the AND operator. In the following example, either condition 2 and 3 must be met or condition 1 must be met:

      condition_1 OR (condition_2 AND condition_3)
    7. Click Add Condition to save your new condition. Otherwise, click Cancel to exit the dialog box without making changes.

    8. If you want to add another condition (a maximum of three conditions is permitted), repeat steps 5 through 7. Subsequent conditions require you to specify the Logic drop-down field.

      AddConditionDialogBox.png

      SP_Add_Another_Condition_NUI.png

      Add Condition Dialog Box - Additional Conditions 2 and 3
    9. On the Define a Custom Scope page, click Save to save your changes and to return to the Search Profiles tab.

      In the following example, both conditions must be met to be considered a match.

      ExampleCustomScopeDefinition.png

      SP_CustomScopeConditionExample.png

      Example Custom Scope

    Defining a Scope for a Third-Party Index

    Other index scopes allow you to limit searches to third-party search indexes. Currently, EBSCO and WorldCat are the only supported indexes. After an index has been defined, you can add it to a Search Profile, which can then be used in a view.
    To define a scope for a third-party search index:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Search Profiles under Search Configuration to open the Search Profiles page.
    2. Select the Other Indexes tab.
      SP_Add_EBSCO_Index.png
      SP_Add_EBSCO_Index_NewUI.png
      Other Indexes Tab
    3. Click Add Other Index and then select one of the following third-party indexes: Ebsco or WorldCat.
      SP_DefineEBSCO_Index.png
      SP_DefineEBSCO_Scope_NUI.png
      Define EBSCO Scope
      SP_DefineWorldCat_Scope_NUI.png
      Define WorldCat Scope
    4. Specify the following general fields:
      General Fields for Other Indexes
      Field Description
      Code
      Enter a unique code for the new other index scope.
      Name
      Enter a name for the new other index scope.
      Description
      Enter an description for the new other index scope.
    5. In the Details section, specify the following fields as needed by the third-party index.
      Details Fields for Other Indexes
      Field Description
      User name (EBSCO only)

      Specify the user name supplied by EBSCO to access the service.

      The EbscoHost API returns only the following facets, which are mapped to Primo facet codes for display in Primo:

      • JN (Journal) – maps to jtitle in Primo.

      • ZE (SubjectThesaurus) – maps to topic in Primo.

      If the EbscoHost API does not return a SubjectThesaurus facet, the EBSCO adaptor will attempt to use one of the other EBSCO subject facets in the following order: QZ (Subject), ZG (SubjectCompany), ZO (SubjectGeographic), or QN (SubjectNAICS).

      Password (EBSCO only)
      Specify the password supplied by EBSCO to access the service.
      Databases (EBSCO only)
      Enter a list of EBSCO short name databases to which you subscribe. For a list of database names, refer to the following EBSCO page:
      For example: rlh, ah1, 8gh
      WorldCat API Key (WorldCat only) Specify the API key supplied by WorldCat.
    6. Click Save to save your new other index scope. Otherwise, click Cancel to exit the dialog box without making changes.
      SP_OtherIndex_EBSCO_Example_OldUI.png
      SP_OtherIndexExample_EBSCO_NUI.png
      Example EBSCO Scope

    Deleting a Search Profile, Custom Scope, or Other Index

    The Search Profiles, Custom Local Data Scopes, and Other Indexes tabs allow you to remove unwanted search profiles, custom scopes, and other indexes, respectively.
    If a search profile is being used by a view, it may still appear in the view, but it will be deactivated.
    To delete a search profile, custom scope, or other index:
    1. On the Discovery Configuration menu (Configuration Menu > Discovery), click Search Profiles under Search Configuration to open the Search Profiles page
    2. Select either the Search Profiles, Custom Local Data Scopes, or Other Indexes tab.
    3. ClickSelect Action > Delete from the row's action listin the row that contains the profile, scope, or index that you want to delete.
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