Staff instructions for configuring Primo resource recommender

Primo VE: staff configuration instructions

This feature suggests resources or lib guides to users based on specific search terms, from a list we configure. Used to suggest specific databases and lib guides. 

Generally these are added directly to prod unless you need to test how something will display. QA and prod have not been kept in sync. 

1. Go to Config > Discovery > Resource Recommender configuration

2. We have activated 4 types of resources. Do not edit the “active” button/slider without consulting LTS. We can activate more types if needed. Current activations:

   1. Database

   2. Library Guide

   3. Custom1 (“Are you searching for?”) – use for tricky things that aren’t Databases

   4. Banner – do not use this type. It produces an orange alert banner on top of all Primo pages.

   5. Open

      

       

3. For a given type, click the ellipsis to Edit

4. For Database, you have 2 options:

   1. “Add resources from Electronic Collections” – you can use this to link directly to the E-Coll record in Alma, and use it’s existing collection-level URL

   2. “Add resource” - use this to manually enter a resource and a URL

5. Add fields:

   1. Name – display name for user

   2. Description = leave this blank unless you need to add additional instructional text for the user

   3. Tags – set of search terms to trigger the suggestion. Separate terms with semicolons. Example: buddhism;buddhist studies

   4. Link – URL for manual entries

   5. Link text – leave blank

   6. Image URL – leave blank. If an image is desired, image must be hosted already and link should start with https://

   7. Note – for internal use; does not display to user; use as desired

   8. Views – leave as default “All”

   9. ‘Display always’ checkbox – leave empty

   10. Choose Add and Close

6. When you add a new resource it will automatically be active. Use the slider to de-activate it (make sure not to de-activate the type itself!!!!!!)

7. Open

   

    

Primo Back office: staff configuration instructions

This feature suggests resources or lib guides to users based on specific search terms, from a list we configure. Used to suggest specific databases and lib guides. 

Generally these are added directly to prod unless you need to test how something will display. QA and prod have not been kept in sync. 

To configure via Back Office: FE & Delivery > Resource Recommender

1. "Update for owner" at the top = Harvard U.

2. Resources > Resource Type. Choose the one you need to add/edit. We are currently only using: Database, Library Guide

3. To add, use Add Resource section:

   1. Display Name = name of resource to display to user

   2. Searchable tags = set of search terms to trigger the suggestion. Separate terms with semicolons. Example: buddhism;buddhist studies

   3. Description = leave this blank unless you need to add additional instructional text for the user

   4. Image URL = leave blank

   5. URL = link to resource (use URN if applicable), or lib guide

   6. URL text = leave blank

   7. Hit Create

   8. System will add a Key when it adds this to the Current Resource list

4. To edit existing entry, modify Current Resource list and then Save list.

5. When finished, Deploy. 

6. You can check that it has deployed by searching (takes a few minutes to show up)

We have customized the UI so that lib guides display in the suggestion with header "HARVARD RESEARCH GUIDE" and a Harvard shield icon.