Configure Search Profile and View to search an external Primo VE library
Search other Libraries use Primo VE
A patron can search other libraries that use Primo VE when the external library has allowed the library to search its collections and when the patron's home library has setup an external index, search scope and modified the view. A patron can select the external library via a search scope and search its collection and enter an interlibrary loan request.
Contact PALS office
Enter in a support ticket to let the PALS office know your library is interested in being able to search an external library, like the University of Minnesota. PALS staff will contact the University of Minnesota staff and after configuration has been done by the University of Minnesota, the MnPALS library can configure the search.
Configure Search Profile
An external search profile needs to be added by the MnPALS library.
1.) Click on Configuration
2.) Configuring at institution level
3.) Click on Discovery
4.) Under Search Configuration click on Search Profiles
5.) Search Profiles displays click on Other Indexes tab
6.) Click on Add Other Index
7.) From the drop-down menu click on Deep Search
8.) Enter a code. There is no defined code. Your library can create its own code for the external library. This code will be used in other setup steps.
9.) Enter a name for the external library. A description can be added.
10.) Environment field must be match the external library.
For the University of Minnesota the Environment field is https://na01.alma.exlibrisgroup.com
11.) Institution code must match the external library.
For the University of Minnesota the Institution code is 01UMN_INST
12.) Display Institution name. Enter the name of the external library.
13.) Click on Save
The deep search index will display under Search Profiles
14.) Click on Search Profiles tab
15.) Click on Add a Search Profile
16.) In the Code field enter the same Code used in Deep search scope
17.) Enter the library name in the Display name field. Text may be entered into the Description field.
18.) Click on Add Scope
19.) Select Scope Type from the drop-down menu click on Other Indexes
20.) For the Select Other Index select the external library scope
21.) Click on Add and Close
22.) Click on Save
The Search Profile will display in your library's search profiles.
Add Search Profile to View
After the Search index and profile have been added, the View must be modified.
1.) Click on Configuration
2.) Configuring at institution level
3.) Click on Discovery
4.) Under Display Configuration click on Configure Views
5.) On your library's active view click on More actions (three dots)
6.) On the drop-down menu click on Edit
7.) Click on Search Profiles Slots tab
8.) Click on Add a Slot
9.) Enter Code used for the Search index
10.) Enter library name in the Name field. Text may be entered into the Description field.
11.) Enable the Search Profile
12.) Click on Save
A patron will be able to select the new search scope.
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