Views Wizard

Create a View

1. In the Create a New View area on the View List page, select a view to duplicate in the Duplicate View From drop-down list.
   For installation-level staff users, select the installation name or a specific institution from the Owner drop-down list. The valid values are Installation (if using the default name) or a specific institution. For single-institution installations, your institution will be selected for you.
2. Select a view to duplicate in the Duplicate View From drop-down list.
3. In the Code field, enter the view's code. The code can be modified in the View codes table.
4. Click Create.
   The new view appears in the Views List. You can now edit the view's details by using the instructions in Edit a View.

Edit a View

1. On the Views List page, click Edit next to the view you want to update.
   The Edit View Attributes page opens.
   
   Edit View Attributes Page
2. In the General View Attributes area, edit the attributes for the view (see General View Attributes Details for a list of fields).

   General View Attributes Details

   Field name	Description
   View Name1	The name of the view.
   Code1	The Primo view ID code.
   Copied From	The original view from which this view was copied.
   CSS	(Classic UI only) The name of the CSS used with the view. This can be Primo's default CSS, iPhone view CSS, or a customized CSS file that you upload. To customize your CSS file, refer to the Primo Technical Guide.
   Default Institution	Indicates how the default institution is determined if the user is not signed in. The valid values are: By IP – The system will use the institution that is assigned to the IP address from which the user has accessed Primo. If the user is not within an institution’s IP range, the system uses the default institution for the view. By View – The system will use the default institution for the view. The default value is By View. In a local institution view, it makes sense to base the institution on the view. In a central view that is used by many institutions, it may be better to base the institution on the IP range.
   Default interface language	The default interface language of the interface.
   Description	A description of the view.
   Enable Citation Trail	Enables the Citation and Cited By links in the results for Primo Central records. It allows users (such as researchers and graduate students) to display the lists of cited and cited by records for Primo Central records retrieved in the brief results and to follow the trails of each citation. By default, this functionality is enabled. The Results Tile code table allows you to modify the associated labels that display in the Front End.
   Enable My Library Card	Whether this view enables My Library Card on the e-Shelf.
   Enable the “Personalize Your Results” service	Enables the Personalize your results area on the results page in the Front End. This area allows users to specify personalized settings that are used to rank results from Primo Central. For more information, see Personalized Ranking for Primo Central.
   Inherits	Whether this view inherits attributes from the parent view or not. A view that inherits from a parent view cannot be a parent to another view.
   Institution*	The institution to which this view belongs.
   Invoke automatic search when tabs are switched	Whether auto-search is enabled when users switch between tabs on a view. This field is checked/enabled by default.
   Is Template	Whether this view is a parent view or a child view. Select Yes to make this a parent view. The default value is No. By default, any view that is created from a template becomes a child view.
   Layout Set	(Classic UI only) The Layout Set used with the view. The following options are available: Standard – opens facets on the right side. Facets on the Left – opens facets on the left side. Customized layout – allows you to create customized view layouts. Select the Edit button that appears for this option to modify the layouts. For more information on customization, see Custom Layout Editor.
   Mobile CSS	(Classic UI only) The name of the CSS file that automatically adjusts the display for devices that have smaller screens, such as smartphones. The default value is Mobile CSS, which enables the mobile view functionality. If this field is left empty, the system will disable the mobile view functionality.
   Session Timeout URL	This field specifies the page to which the user will be redirected after a session times out. To configure the Session Timeout URL to be any file: Enter the URL of the file, using the following format: http://<server>:<port>/primo_ library/libweb/static_htmls/<file> Enter the following commands to access the static_htmls directory: fe_web cd static_htmls Place the file in the static_htmls directory.
   Side bar (Tweak my results) position	(New UI only) The position of the Tweak My Results section in the Front End: On the right – Positions the Tweak My Results section on the right side. On the left – Positions the Tweak My Results section on the left side.

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   ¹This is a mandatory field.
3. Click Save & Continue to save your changes and display the Search Scope List page.
4. Once you have created or edited your view's header attributes, you can configure the search scopes using instructions in Search Scopes.

Add a Search Scope

1. In the Add Search Scope section, enter the search scope name in the Search Scope Name field (see Search Scope List Page).
2. In the Description field, enter a description of the search scope.
3. Click Add.
   The new search scope appears in the Search Scope List. You can now edit the search scope details using the instructions in Edit a Search Scope.

Edit a Search Scope

1. On the Search Scopes List page, click Edit next to the search scope that you want to update.
   The Edit Search Scope page opens (see Edit Search Scope Page).
   
   Edit Search Scope Page
2. Update the fields shown in the following table to configure the search scope:

   General Search Scope Attributes Details

   Field name	Description
   Scope Name	The name of the view's search scope.
   Search Scope Description	A description of the search scope.
   Display Text	The name of the search scope as it is displayed in the Front End.

3. In the Search Scope Values area, add or remove the search scope values from the local repository. If no search scopes or quicksets are selected, the scope includes the entire local repository. If a quickset is selected, the scope does not include any search scopes in the local repository.
   The values displayed in the Search Scope Values list are defined in the instructions for the Managing Scope Values.
4. In the Remote Quick Sets area, choose a remote MetaLib QuickSet for your search scope by checking the desired quickset. If this section is left blank, there are no remote quicksets for the search scope.
   If no scope values or remote quicksets are selected, there are no local or remote search scopes defined and the entire local index is searched.
5. In the Third Node Adaptors area, check a plug-in if you want to replace or enhance the standard Primo search engine. Otherwise, click the No third node adaptor check box to use the standard Primo search engine. For more information on the EBSCO adaptor, see Configuring the EBSCO Plug-In.
   If your institution has registered for the Primo Central service, you can select the following options to search Primo Central collections:

   • Primo Central – Select this check box to allow users to search Primo Central collections from this view and search scope.
     When selected, the Include Results with no full-text check box becomes enabled.
   • Include Results with no full-text – By default, Primo displays only the PC records that contain full text, but users may select the Expand My Results option in the Front End to display other PC records as well. If you want to display all PC records by default, select this check box.
     When selected, the Expand My Results option will not display in the Front End, but users may click the Full Text Online facet to display only the records that contain full text.
   For more information on Primo Central, refer to the Primo Central Configuration Guide.
   To edit another search scope, select the search scope in the Search Scope drop-down list.
6. Click To Scopes List to continue to the Search Scopes List page.
   To manage search scopes for another view, select the view in the view drop-down list.
7. On the Search Scopes List page, click Save & Continue.
   The Tabs Configuration page opens.
   
   Tabs Configuration Page
   You can now create and edit the tab details using the instructions in Tabs.

Create a Tab

1. In the Create a New Tab area, enter the name of the tab in the Tab Code field.
2. In the Description field, enter a description of the tab.
3. Click Create.
   The new tab appears in the Tabs List. You can now edit the tab details and define the tab's search scope using the instruction in Edit a Tab.

Edit a Tab

1. On the Tabs Configuration page, click Edit next to the tab you want to edit.
   The Edit View Attributes page opens.
   
   Edit View Attributes Page
2. Edit the General Attributes for the tab (see General Tab Attributes Details for a list of fields).

   General Tab Attributes Details

   Field name	Description
   Tab Name	The name of the view's tab.
   Description	A description of the tab.
   ToolTip	Text used in the ToolTip tab in the Front End.
   Display Find in Database	Select this check box to display the Find Database link for this search tab. By default, the Find Database link displays only for search tabs that have remote search scopes.

   The tab's General Attribute details are updated and appear on the Tab List page (see Tabs Configuration Page).
3. Click Save & Continue.
   The updated tabs appear in the Tabs List.
   After creating your tabs, you can:

   • Delete a Tab
   • Add a Scope to the Tab
   • Delete the Tab's Scope
   To configure your view's tiles, use the instructions in Tiles.

Delete a Tab

1. In the Tabs List of the Tabs Configuration page, click Delete next to the tab that you want to delete.
   A confirmation dialog box opens.
2. Click OK.
   The tab and the association to the tab's search scopes are deleted from the system, and the tab is removed from the Tab List.

Add a Scope to the Tab

1. On the Tabs Configuration page, click Edit next to the tab to which you want to add a search scope.
   The Edit View Attributes page opens (Edit View Attributes Page).
2. In the Add a New Scope area, select a search scope in the Scope Name drop-down list.
3. Click Add to add the search scope to the tab.
   The new search scope appears in the Search Scopes area.
4. On the Search Scopes List page, click Save & Continue to return to the Tabs Configuration page.

Delete the Tab's Scope

1. In the Tabs List, click Edit next to the tab whose search scope you want to delete.
   The Edit View Attributes page opens (see Edit View Attributes Page).
2. In the Scopes List, click Delete next to the search scope that you want to delete.
   A confirmation box opens.
3. Click OK.
4. Click Save & Continue to return to the Tabs Configuration page.
   The search scope is removed from the Search Scope list and the association between the tab and the search scope is deleted from the system.

Edit a Tile

1. On the Tabs Configuration page, click Save & Continue.
   The Tiles Configuration page opens.
   
   Tiles Configuration Page
2. In the Page drop-down list, select the name of the page that contains the tile that you want to edit.
   The page's tiles appear in the All Tiles of area.
3. In the All Tiles of area, click Edit Tile next to the tile you want to edit.
   Depending on the tile you selected, the following page opens:

   • For the Basic Search tile, see Edit Basic Search Attributes Page
   • For the Advanced Search tile, Edit Advanced Search Attributes Page
   • For the Main Menu tile, Edit Main Menu Attributes Page
   • For the Static HTML tile, Edit HTML Attributes Page
   • For the Full Results tile, Edit Full Details Attributes Page
   • For the Send To tile, Edit Keeping This Item Attributes Page
   • For the Brief Results tile, Edit Brief Results Attributes Page
   • For the Refine My Results (Facets) tile, Edit Facets Attributes Page
   • For the Locations tile, Edit Locations Details Attributes Page
4. Click Save & Continue to return to the Tiles page.
   The tile details are updated and appear in the Tiles List page (see Tiles Configuration Page).
   If you want to edit another tile for the selected page, select the desired tile in the Tile drop-down. If the tile belongs to another page, select the page in the Page drop-down list and the tile in the Tile drop-down list. After selecting the desired page and tile, repeat Steps 3 through 5.
   To edit a tile that belongs to another view, select the desired view in the View drop-down list and repeat Steps 3 through 5.

Edit Basic Search Attributes Page

Basic Search Page

Edit Advanced Search Attributes Page

Edit Main Menu Attributes Page

Edit HTML Attributes Page

Edit Full Details Attributes Page

Edit Keeping This Item Attributes Page

Edit Brief Results Attributes Page

Brief Results Attributes Details

Field	Description
Functionality to include:
E-Shelf	This field allows you to enable the add to e-Shelf option per tab in your view. To add this option to your view, select the relevant tabs.
Texts of Brief Results Tile:
Interface Language	The interface language of the tile.
Opening Text	The text displayed at the top of the tile.
Ending Text	The text displayed at the bottom of the tile.
Define link from title:
Link to online resource	Specify this option to allow users to display the online resource by clicking the title in the Brief Record display. If a GetIt! 1 link is not configured to link directly to the online resource, the title cannot be clicked. By default, the online resources are configured, based on availability, to allow direct linking. To update these settings, refer to GetIt! Links.
Link to full record display	Specify this option to allow users to display the full record by clicking the title in the results. Select one of the following tabs to display it initially: GetIt Link 1 Details Locations Reviews & Tags The default is the Details tab.
Define FRBR (Primo Local) display:
Preferred Record	This option displays the preferred record (based on ranking) for the FRBR group. This is the default display type.
Generic Record	This option displays a generic record for the FRBR group. The generic record serves as a placeholder for the group and does not include the data and functionality that is relevant to a specific record (such as the availability status, tabs, and save to e-shelf). It only indicates that multiple versions of the title have been found. End users can click either the title or the View versions link to display the versions for the FRBR group. In addition, generic records display two rows in the brief results: The first row displays what is configured to display in the first line of the brief results. The second row displays the display/creator and display/contributor PNX fields.
Order of Tabs:
	This section allows you to specify the order of the tabs in the Brief Record display. Click the arrows next to each of the following tabs to move the tab up or down in the list: GetIt! Link 1 Locations Details Reviews and Tags Recommendations GetIt! Link 2 If GetIt! Link 1 is a link to an online resource, it will always display in the first tab, regardless of these settings.
Fields to display in 1st line of the brief results:
Field	The list of fields that are displayed in the first line of the Brief Results. By default, the system includes the Title and Vernacular title fields in the first line.
Delete	Deletes the field.
Create a new field to Item's Title	Select the field type in the Field drop-down list and click Create.
Fields’ delimiter	Characters used to separate fields per line. If no delimiter is specified, the system defaults to a new line.
Fields to display in 2nd line of the brief results:
Field	The list of fields that are displayed in the second line of the Brief Results. By default, the system includes the Creator, Contributor, and Creation Date fields in the second line.
Delete	Deletes the field.
Create a new field to Item's Title	Select the field type in the Field drop-down and click Create.
Fields’ delimiter	Characters used to separate fields per line. If no delimiter is specified, the system defaults to a space.
Fields to display in the 3rd line of the brief results:
Field	The list of fields that are displayed in the third line of the Brief Results. The system always displays the information stored in the display/ispartof field in the third line of the Brief Results. If you do not want to display this information, omit the display/ispartof field in the normalization rules.
Delete	Deletes the field.
Create a new field to Item's Title	Select the field type in the Field drop-down and click Create.
Fields’ delimiter	Characters used to separate fields per line. If no delimiter is specified, the system defaults to a space.
Sort Fields of the brief results:
	This section lists the fields that will appear in the Sort By drop-down list in the search results. For more information, see Sort Fields Config*. Because the popularity sort applies to local records only, it is recommended to remove it for blended searches.
Select default for FRBR versions list	Allows you to specify the default sort used for the FRBR versions list in the Front End. The FRBR versions list opens after clicking the View versions link in the record's brief display. View Versions Link During an update pipe, the FRBR versions list will return no results until the hotswapping process has completed.
Create a new sort field	To add a new sort field, specify a sort field in the Field drop-down list and then click Create. The date2 field is a virtual field that allows you sort by date in ascending order. For more information on the sort fields, see the Sort Fields Config mapping table.
Snippet Display Options Primo allows you to display snippets in search results retrieved from PC Index and remote and local Primo collections. If the following criteria are met, the system displays the snippet for an item: The search term is found in any of the following fields: abstract field in the PNX record fulltext field in the PNX extensions (for local and remote collections only) toc field in the PNX extensions (for local and remote collections only) The search term is not found in the above fields and the Show snippet if query terms are not found in fields field has been selected. The snippet is 145 to 160 characters in length. To display snippets, configure the following fields:
Show Snippets	Select this field to display snippets when the search term is found in the abstract, toc, or fulltext fields.
Show snippet if query terms are not found in fields	Select this field if you want to display snippets when the search term is not found in the abstract, toc, or fulltext fields. To select this field, you must also select the Show Snippets field. If the search term is not found in the abstract, toc, or fulltext fields, the system displays the first 160 characters of the highest priority field specified in the Snippet Display Preferences mapping table. For more information, see Snippet Display Preferences.
Institution Boost
Boost results from my institution	Select this field if you want to boost the search results for records in your institution. To configure the boost level, see Results Boosting – Institution Boost.
Network
Facebook	Enables the Facebook Like button for local Primo and Primo Central records on the Brief Results page so that users can share content with their friends on Facebook. The browser's language selection overrides Primo's display language for the Facebook Like button.
Number of records	Indicates the maximum number of records that will display in the search results unless overridden by the user’s preferences. The valid values are 10, 20, 30, and 50. The default value is 10. This setting does not apply to the number of results returned from Alma’s A-Z list.

Edit Facets Attributes Page

Edit Locations Details Attributes Page