Q. How do I add Libguides or Libguides A-Z resources to Primo for discovery?
You have the option of using the Resource Recommender or Discovery Import Profiles.
Information on importing records using Resource Recommender can be found in Ex Libris' knowledgebase.
Some guidelines on how to use Discovery Import Profiles can be found on the developer's network and in the information below:
Libguides Integration in Primo VE
Updated 2/21/2019 by Heidi Webb and Michelle Eichelberger
Note: Much of this is based on information found in the developer’s network: https://developers.exlibrisgroup.com/blog/Adding-Springshare-Libguide-Discovery-to-Primo-VE/
Configuration –> Discovery –>Discovery Import Profiles
Click Add New Profile:
Choose “Discovery” as your Profile Type and click Next.
First page: Fill out Details
- Profile Name = whatever you'd like, eg. LibGuides
- Data Source Code = LIBGUIDES
- Originating System = Other
- Import Protocol = OAI
- Source Format = Dublin Core
- Data Source Label = whatever you'd like, eg. Library Research Guides
Scroll down and fill out the OAI details:
You can find your OAI Base URL in LibGuides. Log into LibGuides, click on Tools in the header, click on Data Exports, and click on the OAI-PMH tab to get your URL. For example, Upstate's OAI Base URL is http://guides.upstate.edu/oai.php
Once you've added your OAI Base URL, click Connect and Edit. This should connect to LibGuides and pull in the rest of your OAI Details, like Repository Name, set, etc. You can choose to import all of your guides or a subset, and you can choose to Open Test Page to check your settings (note: if you have LibGuides CMS this test may not work but your import will still work).
Second Page: Normalization: Click Next (If you already have one setup, add it now, or you can come back and add it later. We'll go over set-up below.)
Third Page: Delivery: In Link to Resource
- Template = $$LinkingParameter1
- Link Label = (what you want displayed in Primo)
- Edit linkingparameter1 by click on the three dots on the right
- Click the Bullet list and choose dc_identifier without an Encoding Schema
- Select Matching string using a regular expression in Use Source Tag
- Enter the Matching String = ^(?:http(s)?:\/\/).*
Click Save and then Save again.
Running the job: From your list of Import Profiles, click on the three dots for the LibGuides Profile and select Run, and then Submit
You’ll get taken to the Job History
You can click refresh until the job finishes.
You can see reports by clicking the 3 dots
This will show how many records were added and/or updated.
It may take 10 min to several hours to see the results in Primo.
If you are happy with the results, schedule the import profile to run daily:
Edit your Import Profile
Under scheduling: select Active and choose a time under Scheduler
Examples of how the imported content will show in Primo VE.
Example of guide with normalization on resource type:
For more details on how to do normalization rules: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/045Loading_Records_from_External_Sources_into_Primo_VE
Go to MD Editor in Discovery Configuration Area: Normalization rules for External Data sources
File -> Options
Select Local to place new rules:
File –> New->Normalization Rules (DC)
Give it a name and description
The following is suggested to change the “Other” resource type to “text_resource”
rule "create type"
set "text_resources" in "discovery"."resourceType"
You can also test with a test record
After you test: To Enable: Click your rule -> click Properties
Then Edit original Discovery Import Profile and add the Normalization Rule:
If you want to go back and edit/rerun your import profile make sure to reconnect (Connect and Edit button) and update the Harvest Start Date back to the earliest date stamp:
Lynn notes: "As the profile has been run before, the harvest start date will be from the last run and you may not be getting all of the records. Also note that if you have to change linking parameters, you don't have to delete/reload the repository - you can change them in the import profile and see the changes immediately."
Nancy Babb asked: "I added our LibGuides as an external collection and can find them in Primo VE. I'd now like to try out a separate search profile for them. The documentation "SUNY Loading External Data Sources / Digital Repositories" notes the following steps:
a. Discovery > Search Profiles > Custom Local Data Scopes (use search index = Available Digital as the condition)
b. Discovery > Search Profiles > Search Profiles
c. Discovery > Configure Views > Search Profile Slots
Is there a way I can specify the LibGuides content for a scope?"