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March 18, 2016

Creating Location-Specific Scopes in the Primo Back Office

This is a step-by-step guide to adding location-specific scopes (for one location or several) to Primo. 

Created by: Nathan Mealey, Portland State University

System components: PBO

Skill set requirements: PBO, XML (if you want to use norm rules and customize incoming data)

Accessibility: n/a

Browser support: n/a

Mobile support: n/a

Implementation steps:

  1. Find the location scope code for the location that you want to create a scope for in Primo. Do this by locating a record in Primo held at that location, viewing the PNX record, and locating the <searchscope> code for the location you are interested in.
  2. Example: <searchscope>PSU_L_PSCDHC</searchscope>
  3. Create a new search scope:
    1. Navigate to Ongoing Configuration > Pipe Configuration Wizard > Scope Values Configuration
    2. At the bottom of the page, fill in the values for the new scope
      1. Scope value code: the <searchscope> code found in step 1
      2. Scope value name: descriptive name for the scope
      3. Type: collection
      4. Use score for: search
    3. After saving the scope, click the deploy link.
  4. Create a new umbrella scope in the view that you want the scope to be used in:
    1. Navigate to Ongoing Configuration > Views Wizard
    2. Click edit for the view that you want to add the new scope to
    3. Click save and continue
    4. At the bottom of the page, add a new search scope:
      1. Search scope name: internal name for the scope
      2. Description: description of the scope for internal use
    5. On the next page, fill out the details for the new scope: 
      1. Display text: the label for the scope that will appear in Primo
      2. Click the checkbox for the scope created in step 2
    6. Click save and continue
  5. Add the new scope to a Primo search tab:
    1. In the tabs configuration screen, click edit next to the name of the tab that you want to add the scope to
      1. If you want to add a new tab, enter the code in the Tab Code field and the label in the Description field. You may get an error when saving, but simply return to the Primo main menu and then navigate back to the Tabs Configuration screen. At this point, the new tab should be there. You can then proceed to step B to edit the tab.
    2. In the Add a new scope drop-down, select the scope created in step 3 and click Add
    3. Click save and continue
  6. Deploy your changes:
    1. Click continue
    2. Click continue
    3. Click deploy now

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