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    How To add a searchable resource type to Primo

    • Product: Primo
    • Product Version: 4
    • Relevant for Installation Type: Dedicated-Direct; Direct; Local;

    Question

    How to add a searchable resource type to Primo?

    Answer

    All changes should be made at the Primo institution level, NOT the server installation level.

    Example: ebooks

    1. Add Display (resource) Type:
      1. Update Normalization Rules > Display section > Type fields: define ebook > Save change > Test and Deploy
      2. Update All Mapping Tables > STATIC_FACETS: facet_pfilter_values: Electronic Books / ebooks
      3. Update All Mapping Tables > STATIC_FACETS: facet_rtype_values: Electronic Books / ebooks (defines facet recourse type)
      4. Update All Mapping Tables > NORMALIZATION: format_mean: ebook / ebooks
      5. Update All Mapping Tables > NORMALIZATION: pre_filter: ebook / ebooks
      6. Update All Code Tables > FRONTEND: facet_pfilter_values_codes: default.facets.facet.facet_pfilter.ebooks / Electronic Books
      7. Update All Code Tables > FRONTEND: Facet Resource Type: default.facets.facet.facet_rtype.ebooks / Electronic Books
        This is the display label for the resource types facets.

        The "code" column corresponds to teh facet_rtype_values mapping table's "Values" column.
      8. Update All Code Tables > FRONTEND: Advanced Media Type: default.search-advanced.mediaType.option.ebooks / Electronic Books
      9. Update All Code Tables > FRONTEND: Basic Media Type: default.search-simple.mediaType.option.ebooks / Electronic Books
      10. Update All Code Tables > FRONTEND: Icon codes: default.mediatype.ebook / eBook
        This is the display label for resource types.
        The "Code" column corresponds to the facet_rtype_values mapping table's "Values" column.
      11. Deploy all mapping / code tables
      12. Update the view to include the new resource type in pre-search filters (Views Wizard > Basic Search Tile > Search operators): added electronic books to media type; deploy.
      13. Run a No-Harvest Pipe to renormalize data > Index and Hotswap
      14. Perform Advanced searches to retrieve records that should have the new resource type.
    2. Add/Replace Resource Type Icon:
      1. Go to: Primo Utilities > File Uploader and select the appropriate view
      2. Upload new resource type icon(s); e.g. ebook.jpg
      3. Download localized css and add the following line(s) for each new resource type (e.g. ebook): .EXLResultMediaTYPEebook .multipleCoverImageContainer {background-image: url(../<VIEW_CODE>/ebooks.jpg)}
      4. Upload the changed css file.
      5. Refresh the browser (and clear the cache) before testing.


    NOTE: .EXLResultMediaTYPEebook has "ebook" and the VIEW_CODE refers to the customer's Primo view code.
    These variables will need to be unique for each resource type icon added.

    Additional Information

    IMPORTANT: If there is no facet/prefilter field present in the PNX, the advanced/basic search resource type search works only with the pre-filter facet.
    Facets work with rsrctype.
    Therefore the two fields should exists and contain the **same** data (e.g.):

    <prefilter>ebooks</prefilter>
    <rsrctype>ebooks</rsrctype>
    

    ​​​​

    Configuring Static Facets:
     
    https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/Back_Office_Guide/100Facets/030Configuring_Static_Facets

    Mapping Table Reference:
      https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/Back_Office_Guide/130Mapping_Tables/120Mapping_Table_Reference

    Code Table Reference:
     
    https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/Back_Office_Guide/140Code_Tables/100Code_Table_Reference

     


    • Article last edited: 17-Mar-2015
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