SJSU Documents

01CALS_Primo_Consortium_Configuration_Workbook-SJSU.xlsx

Configuration OptionResponse
Home Page - HTML and CSS
We will provide you with the HTML and CSS as well as instructions on how to use the File Uploader Utility.  What are your plans regarding updates to the default Primo view that we provide?
We will develop our own header, footer, etc.
Configuration OptionResponseComments & Questions
Basic Search – Search Box
How would you like to configure the search box?  If you would like multiple scopes or tabs, please provide the display text and the resources being searched for each scope/tab you would like to implement in the 'Comments & Questions' column  The resources are entire data sources (e.g., a digital repository) rather than a subset of a data source (e.g., a library scope within Alma). 
A scope containing a subset of Alma will have to be approved by the consortium - please complete the Configuration - Consortium sheet
We'd like to have the following scopes and tabsTop Tab 1
Tab Name: Books, Articles and Media
Search: All San Jose State Collections and Primo Central

Top Tab 2
Tab Name: Books and Media
Scopes:
-Scope 1 (default)- Name: SJSU Collections
--Search: All SJSU collections minus articles
-Scope 2 - Name: California State University Collections
--Search: All CSU collections minus articles

Top Tab 3
Tab Name: Articles
Scopes:
-Scope 1 (default) - Name: Articles
--Search: Primo Central
-Scope 2 - Name: EBSCO Databases
--Search: EBSCO Databases

Top Tab 4
Tab Name: Course Reserves
Search: Course reserve collection
Basic Search – Search Limiter
Would you like to include search limiters?
No 
Advanced Search
Would you like to make any adjustments to Advanced Search?  If yes, please describe the changes you would like to make in the 'Comments & Questions' column        
Search fields not already in the PNX will have to be approved by the consortium - please complete the Configuration - Consortium sheet
YesAdd location, collection, publisher
Add ISSN and ISBN in drop down menu
Add third row with boolean operator
Browse Search
Would you like to make any adjustments to Browse Search?  If yes, please describe the changes you would like to make in the 'Comments & Questions' column
YesAdd browse by call number
Search Results - Facets - Topic
Would you like to make any adjustments to this facet?  If you would like to rename it, please provide the new name in the 'Comments & Questions' column.
Rename facetSubject
Search Results - Facets - Creator
Would you like to make any adjustments to this facet?  If you would like to rename it, please provide the new name in the 'Comments & Questions' column.
Rename facetAuthor/Creator
Search Results - Facets - Locations
Would you like to make any adjustments to this facet?  If you would like to rename it, please provide the new name in the 'Comments & Questions' column.
These refer to the locations in your librar(ies); i.e. Main Stacks, Reference Desk, etc.
Keep facet as is 
Search Results - Facets - Collections
Would you like to make any adjustments to this facet?  If you would like to rename it, please provide the new name in the 'Comments & Questions' column.
These refer to the Primo Central collections; i.e. OneFile Gale, JSTOR, etc.
Keep facet as isCan this be used only in the Articles Tab?
Search Results - Facets - Creation Date
Would you like to make any adjustments to this facet?  If you would like to rename it, please provide the new name in the 'Comments & Questions' column.
Rename facetPublication date
Search Results - Facets - Resource Type
Would you like to make any adjustments to this facet?  If you would like to rename it, please provide the new name in the 'Comments & Questions' column.
Keep facet as is 
Search Results - Facets - Language
Would you like to make any adjustments to this facet?  If you would like to rename it, please provide the new name in the 'Comments & Questions' column.
Keep facet as is 
Search Results - Facets - Journal TItle
Would you like to make any adjustments to this facet?  If you would like to rename it, please provide the new name in the 'Comments & Questions' column.
Keep facet as is 
Search Results - Facets - Reorder Facets
Would you like to change the order in which the facets appear?  If yes, please indicate desired order in the 'Comments & Questions' column.
Facet fields not already in the PNX will have to be approved by the consortium - please complete the Configuration - Consortium sheet
Yes
Show Only
Available Online from SJSU
Available from SJSU
Peer-Reviewed Journals

Refine my Results
Resource type
Author/creator
Subject
Creation Date
Location
Collection (in Articles tab only?)
Language
Classification LC
Journal Title (can this be changed for the Articles tab to appear at the top?)

Expand my results
Suggested New Searches
RSS/Add page to e-shelf
Personalize your search
Brief Results - Tab Labels - View It
Would you like to make any adjustments to this tab?  If you would like to rename it, please provide the new name in the 'Comments & Questions' column.
Displays for online items; opens to full item view
Rename tabOnline Access
Brief Results - Tab Labels - Get It
Would you like to make any adjustments to this tab?  If you would like to rename it, please provide the new name in the 'Comments & Questions' column.
Displays for online items; opens to full item view
Rename tabAvailability
Brief Results - Tab Labels - Details
Would you like to make any adjustments to this tab?  If you would like to rename it, please provide the new name in the 'Comments & Questions' column.
Displays metadata record for all items
Keep tab as is 
Brief Results - Details Tab - Additional Fields
Would you like to include additional data fields in the details tab?  If yes, please indicate up to three fields you would like to add in the 'Comments & Questions' column.  Please provide the name of the field(s) you would like, as well as the location(s) of the data in the MARC record.
By default, we include the following fields in the details tab:
Title, Author, Subjects, Related Titles, Publisher, Creation Date, Format, Language, and Source (the citation data's source).
These are visible in the record only if the metadata is available. 
Display fields not already in the PNX will have to be approved by the consortium - please complete the Configuration - Consortium sheet
YesHide source, institution and network zone in details tab
Add call number, MARC 050
Brief Results - Details Tab - Links
Would you like to remove any of the default links in the Links section?  If you would like to remove more than one of these links, please list the ones you would like deleted in the 'Comments & Questions' column.
Do you have a Syndetics account?  Please include your account credentials in the 'Comments & Questions' column.
By default, we include the following links:
This item in Syndetics, This item in Amazon, and This item in WorldCat
These are visible in the record only if the metadata is available.
Yes, please remove the link to Amazon 
Syndetics
Please provide your Syndetics account credentials. Enter N/A if not applicable. 
Please note that you can also provide us with login credentials over the phone.
NA