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    Consortium Activation in Primo Central

    Consortia can create a Central Office institution in My Profile, which enables a consortium administrator to activate resources that are shared with all member institutions. The Central Office is not associated with a Primo institution, and its only function is to activate shared resources for the consortium. For information on creating the Central Office, see Registering Your Central Office.
    In order for member institutions to inherit shared resource activations, they must be registered under the same customer code as the Central Office. For more information on inheritance, see Modifying the Inheritance Setting.
    • Only collections that are restricted for delivery can be activated.
    • Collections that are free for delivery cannot be activated. If they are selected for activation, the system automatically resets them.
    • Because activated Central Office collections are passed on as a whole, only collections that are relevant to all members of the consortium should be activated.
    • The collection activation process is the same as for other institutions.
    • MetaLib synchronization is not supported.

    Registering Your Central Office

    In order to register the Central Office, you must have access to the Back Office of one your Primo institutions or to My Profile.
    Access to My Profile is not available unless you have a customer ID, which is assigned to an institution during the PC registration process.
    To register the Central Office:
    1. On the Institution Wizard page (Primo Home > Ongoing Configuration Wizards > Institution Wizard), click Edit next to the name of your Primo institution in the list of institutions.
      The Edit Institution page opens.
    2. Click My Profile next to the PC Key field to open the My Profile > Main Menu page.
      If the Register button displays instead of the My Profile button, register your Primo institution first. Make sure that you use the same customer code for all member institutions and the Central Office.
      My Profile > Main Menu Page
    3. Click My Client Applications to open the View Client Applications page.
      View Client Applications Page
    4. Click Add Institution to open the New Institution page.
      New Institutions Page
    5. Select the This institution is used to manage consortium resources (only for PC customers) check box.
      The following confirmation dialog box opens:
      Central Office Confirmation Dialog Box
      The new institution is used for consortial activations only and should not be added instead of a member Primo institution.
    6. Select OK to return to the New Institutions page.
      New Institutions Page with Details
    7. Enter the details for the new institution and click Save.
      The View Client Applications Page displays the new Central Office client.
      Updated View Client Applications Page
    8. Click the Central Office client in the list.
      The View Client page opens.
      View Client Page
    9. In the Selected Client Resource Collections section, click Edit client resource collections.
      The Edit Client Resources page opens.
      Edit Client Resources Page
    10. Select only resources that are available to all member institutions and click Done.
      In about three business days, you will receive another e-mail that contains the activation keys for the Central Office and any member institutions that have already registered for PC. The complete activation will take about 10 business days.

    Modifying the Inheritance Setting

    Members can elect to inherit either all or none of the shared resources from the Central Office. Although member institutions can activate other resources, they cannot deactivate resources that were inherited from the Central Office.
    All changes to resource activations (whether inherited or not) will not be visible until the beginning of the week after the PC weekly cycle (about seven business days) .
    To inherit resource activations from your Central Office:
    1. On the Institution Wizard page (Primo Home > Ongoing Configuration Wizards > Institution Wizard), click Edit next to the name of your Primo institution in the list of institutions.
      The Edit Institution page opens.
    2. Click My Profile next to the PC Key field.
      If the Register button displays instead of the My Profile button, register your Primo institution before adding the Central Office.
      The My Profile > Main Menu page opens.
    3. Click My Client Applications.
      The View Clients Applications page opens.
    4. Click the name of your institution’s PC client in the list.
      The View Client page opens.
      View Client Page
    5. In the Selected Client Resource Collections section, click Edit client resource collections.
      The Edit Client Resources page opens.
      Edit Client Resources Page
    6. In the Resource Collections Activation section, select the Inherit Consortium Central Office resources check box to inherit activated resources from the Central Office. If you clear the above check box, only resources activated for your institution will remain active. All inherited activations are deactivated.
      To view all inherited activations, click View all resources activated by the Consortium Central Office.
    7. Select any local resource activations and click Done.