Staff instructions for configuring Primo resource recommender

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.