Autocomplete Configuration

Guide for Cloud Customers

Version 4.7

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Table of Contents
Chapter1

AutocompleteFunctionality ....................................................................5
Introduction.................................................................................................5
AutocompleteIndexingandSearching ...................................................6
BackOfficeConfiguration .........................................................................7
RegisteringYourInstitution....................................................................7
EnablingtheAutocompleteServiceforaView ........................................8
DisablingAutocompleteServiceforaSearchScope ..............................10

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Primo Autocomplete Configuration Guide for Cloud Customers

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1
Autocomplete Functionality
Thissectionincludes:

Introductiononpage5

AutocompleteIndexingandSearchingonpage6

BackOfficeConfigurationonpage7

Introduction
TheAutocompletefeatureprovidescloudcustomerswithcontextbased
suggestionsthatarebasedontoplocalPrimoandPrimoCentralqueries,aswell
asdatafromyourlocalPrimoinstitutionandthePrimoCentralindex.Formore
information,seeAutocompleteIndexingandSearchingonpage6.
IftheAutocompletefeatureisenabledforasearchscope,thePrimoFrontEnd
requestssuggestionsfromtheAutocompleteserviceasuserstypeintheir
queries,andthendisplaysthesuggestionsunderthesearchbox.Forexample:
Figure 1:

Figure 1: Autocomplete Suggestions

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Primo Autocomplete Configuration Guide for Cloud Customers

Chapter 1: Autocomplete Functionality

Thesuggestionsbecomemorerefinedastheusersentermoretext.Forexample:
Figure 2:

Figure 2: Autocomplete Suggestions Refined

ToconfiguretheAutocompletefeature,seeBackOfficeConfigurationon
page7.

Autocomplete Indexing and Searching

Thedataharvestedfromcustomersisstoredindedicatedserversperregionin
theExLibriscloud.ThedataincludestopqueriesfromPrimosearches(local
andcentral).ItalsoincludesdatafromcustomersandPrimoCentral.Thedata
fromcustomers(authors,titlesandsubjects)isindexedpertheinstitution
whichmeansthatallPNXrecordsinwhichthesearch/searchscopefield
containstheinstitutioncodeareincluded.ThedatafromPrimoCentral
(subjectsandjournaltitles)isindexedseparately.
TheAutocompleteindexandserviceusestandardPrimosearchengine
technologyandmanyfeaturessuchasnormalizationofcharacters,
typographicalerrorcorrection,andhighlighting.Theservicerankssuggestions
usingPrimosrankingalgorithm.Additionalboostingisprovidedifsuggestions
matchtopqueriesinPrimoandWikipedia.
Primowilltrytooffercontextbasedsuggestions,whichmeansthatonlypartof
thedataintheAutocompleteindexisusedtoprovidesuggestionsasfollows:
Table 1. Context-Based Suggestions

Search Scope

What will be searched in the

Autocomplete index?

PrimoLocalscope(any
scope)

Topqueries

PrimoCentral

Topqueries

Datafromtheinstitutionoftheview

DatafromPrimoCentral
PrimoLocal+Primo
Central

Topqueries
Datafromtheinstitutionoftheview
DatafromPrimoCentral

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Chapter 1: Autocomplete Functionality

Table 1. Context-Based Suggestions

Search Scope

What will be searched in the

Autocomplete index?

RemoteSearch(MetaLib)

Topqueries
DatafromPrimoCentral

DeepSearch(suchas
EBSCO,WorldCat,andso
forth)

Topqueries
DatafromPrimoCentral

Back Office Configuration

BeforeyoucanusetheAutocompletefunctionality,youmustregisteryour
institutionwiththeAutocompleteservice.Afterregistration,youcanenablethe
serviceforallsearchscopes(perview)andthendisabletheserviceforspecific
searchscopesifnotneeded.

Registering Your Institution

RegisteringaPrimoinstitutionwiththeAutocompleteserviceenablesPrimoto
generatecontentfromthelocalPrimoindex,whichincludesalltitles,subjects,
andauthorsfromrecordsthatbelongtotheregisteredinstitution(basedonthe
institutionscope).
Afterregistration,PrimoautomaticallygeneratestheAutocompletecontentat
theendofeachscheduledindexingandasynchronouslyuploadsthecontentto
therelevantregionsAutocompleteindexintheExLibriscloud.Thegeneration
itselftakesonlyafewminutes.
IfAutocompleteisactivatedintheFrontEndbeforethedatahasbeenindexed,
suggestionswillbebasedontopqueriesandPrimoCentraldataonly.After
indexing,itmaytakeuptotwodaystoreceivesuggestionsthatarebasedon
localcontent.
NOTE:
Thesystemwillreharvestthelocalindexwhenevernew/updatedrecords
causea10percentchangeintheindex.Reindexingfromscratchwillalso
triggerareharvest.

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Chapter 1: Autocomplete Functionality

To register an institution for the Autocomplete service:

1

OnthePrimoHome>OngoingConfigurationWizards>InstitutionWizard
page,clickEditnexttotheinstitutionthatyouwanttoregisterforthe
Autocompleteservice.
TheEditInstitutionpageopens.
Figure 3:

Figure 3: Auto Complete - Edit Institution Page

SelecttheAutoCompletecheckbox.

Saveyourchangestotheinstitution.

DeployyourchangestotheFrontEnd.

Enabling the Autocomplete Service for a View

AfteryouhaveregisteredyourinstitutionwiththeAutocompleteservice,you
mustenabletheserviceperviewintheViewsWizard.Thisoptionenablesthe
serviceforallsearchscopes.Ifyouwouldliketodisabletheserviceforaspecific
searchscope,seeDisablingAutocompleteServiceforaSearchScopeon
page10.

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Chapter 1: Autocomplete Functionality

To enable the Autocomplete service for a view:

1

OnthePrimoHome>OngoingConfigurationWizards>ViewsWizard
page,clickEditnexttotheviewforwhichyouwanttoenablethe
Autocompleteservice.
TheEditViewAttributespageopens.
Figure 4:

Figure 4: Auto Complete - Edit View Attributes Page

SelecttheEnableAutoCompletecheckbox.

Saveyourchangestotheview.

DeployyourchangestotheFrontEnd.

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Chapter 1: Autocomplete Functionality

Disabling Autocomplete Service for a Search Scope

OncetheAutocompleteserviceisenabledperview,itisenabledforallsearch
scopes.Inscopeswithverylimiteddata(forexample,acoursereservesscope),
itmaybenecessarytodeactivatetheservicepersearchscopeifitislikelythat
suggestionswillresultinsearcheswithnoresults.
To disable the Autocomplete service for a search scope:
1

OnthePrimoHome>OngoingConfigurationWizards>ViewsWizard
page,clickEditnexttotheviewyouwanttoconfigure.

ClickSave&Continue.
TheSearchScopeListpageopens.

ClickEditnexttothesearchscopeforwhichyouwanttodisablethe
Autocompleteservice.
TheEditSearchScopepageopens.
Figure 5:

Figure 5: Auto Complete - Edit Institution Page

CleartheEnableAutoCompletecheckbox.

Saveyourchangestotheview.

DeployyourchangestotheFrontEnd.

10

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