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    Configuring Search Profiles


    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
      DefineCustomSearchProfileTab_NewUI.png
      Define a Custom Search Profile Page
    3. Specify the following fields on the Define a Custom Search Profile Page:
      Define Custom Search Profile Fields
      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 search profile slot contains more than one search profile. 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
      My Campuses
      The campus included in the new search profile.
      To add a campus to the profile:
      1. Click the quick pick button BrowseButton.pngBrowseButton.png.
      2. Select a campus that you want to add to the new search profile.
        SelectCampus.png
        ScopesCampusSelection_NewUI.png
        Scope List Page - Select Campus
      3. Click Select to save your choice and to return to the Define a Custom Search Profile Page.
      4. Click Add Campus to list of Scopes.
      5. Repeat steps 1 through 4 if you want to add another campus to the profile.
      My Libraries
      The library included in the new search profile.
      To add a library to the profile:
      1. Click the quick pick button BrowseButton.pngBrowseButton.png.
      2. Select a library that you want to add to the new search profile.
        SelectLibrary.png
        ScopesLibrarySelection_NewUI.png
        Scope List Page - Select Library
      3. Click Select to save your choice and to return to the Define a Custom Search Profile Page.
      4. Click Add Library to list of Scopes.
      5. Repeat steps 1 through 4 if you want to add another library to the profile.

      Custom (Local data)

      The custom scope included in the new search profile. 
      Custom scopes must be created in advance. For more information on custom scopes, see Defining a Custom Scope.
      To add a custom scope to the profile:
      1. Click the quick pick button BrowseButton.pngBrowseButton.png.
      2. Select a custom scope that you want to add to the new search profile.
        SelectLocalDataScope.png
        ScopesCustomSelection_NewUI.png
        Scope List Page - Select Local Data Scope
      3. Click Select to save your choice and to return to the Define a Custom Search Profile Page.
      4. Click Add Custom to list of Scopes.
      5. Repeat steps 1 through 4 if you want to add another custom scope to the profile.
      Other Indexes
      Third-party indexes (such as EBSCO) included in the new search profile. 
      Third-party index scopes must be created in advance. For more information on third-party index scopes, see Defining Scopes for Third-Party Indexes.
      To add a third-party index scope to the profile:
      Click the quick pick button BrowseButton.pngBrowseButton.png.
      Select a third-party index scope that you want to add to the new search profile.
      ScopesOtherSelection_OldUI.png
      ScopesOtherSelection_NewUI.png
      Scope List Page - Select Local Data Scope
      Select your choice and to return to the Define a Custom Search Profile Page.
      Click Add Other Index to list of Scopes.
      Repeat steps 1 through 4 if you want to add another third-party index scope to the profile.
      My Entire Institution
      Select this option to include all local records in the new search profile.
      If you have selected any of the local data scopes (campuses, libraries, or custom local data), you cannot specify this option.
      Central Index
      Select this option to include the Central Index in the new search profile.
    4. Click Save to save your changes and to return to the Search Profiles tab.

    Defining a Custom Scope

    Custom scopes allow you to limit searches by library metadata (such as by type of resource or availability). After a custom scope is defined, you can add it to new and existing search profiles.
    To define a custom 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_Custom_Local_DB_Tab_NewUI.png
      Custom Local Data Scope Tab
    3. Click Add a Custom Scope to open the Define a Custom Scope page.
      DefineCustomScope.png
      SP_AddCustomScope_NewUI.png
      Define a Custom Scope Page
    4. Specify the following general fields:
      Custom Scope Fields
      Field Description
      Code
      Enter a unique code for the new custom scope.
      Name
      Enter a name for the new custom scope.
      Description
      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_AddCondition_NewUI.png
      Add Condition Dialog Box - First Condition Only
    6. Specify the following fields to define an index.
      Custom Scope 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.
    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 4 through 6. Subsequent conditions require you to select one of the following operators from the Logic drop-down field:
      • And – indicates that this condition must be met to be considered a match.
      • Or – indicates that this condition does not need to be met to be considered a match
      AddConditionDialogBox.png
      SP_AddAnotherCondition_NewUI.png
      Add Condition Dialog Box - Additional Conditions
    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_ConditionsAdded_NewUI.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 is the only supported index. After an index has been defined, you can add it to a Search Profile, which can then be used in a view.
    The EBSCO 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.
    Because the EBSCO search API cannot be blended with Primo/Primo Central index search profiles, they must be added to stand-alone search profiles.
    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 to open the Other Indexes page.
      SP_DefineEBSCO_Index.png
      SP_DefineEBSCO_Index_NewUI.png
      Define Other Index Page
    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 EBSCO Details section, specify the following fields.
      EBSCO Details Fields
      Field Description
      User name
      Specify the user name supplied by EBSCO to access the service.
      Password
      Specify the password supplied by EBSCO to access the service.
      Databases
      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
    6. Click Save to save your new index scope. Otherwise, click Cancel to exit the dialog box without making changes.
      SP_OtherIndex_EBSCO_Example_OldUI.png
      SP_OtherIndex_EBSCO_Example_NewUI.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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