Create SFX Institutional Holdings for Primo Central

• Article Type: General
• Product: Primo
• Product Version: 4

Desired Outcome Goal:
Generate the SFX institutional holdings XML file and URL for the Primo Central form (also known as SFX Full Text Availability Data for Primo Central).

Procedure:
This process can be run in the SFX Admin Center (Procedure 1) or the server (Procedure 2).

Procedure 1
In the SFX local Admin Center web interface > KBTools > Export Tool
Step 1. select Advanced Export Queries tab
Step 2. Select Output format = Google Scholar
Step 3. select Serials and Monographs checkbox, if you have both types of targets activated
Step 4. leave additional export file text box empty
Step 5. select all services
(from Primo Central Team: "It is best to include all services in the file. Primo Central knows to ignore services that are not full-text, so it doesn't disrupt our process.")
Step 6. Export from ALL targets
Step 7. check Compress output files
Step 8. check Include author information if you are including ebook monograph information
Step 9. Select Chinese Titles option, as appropriate, e.g., Both
Step 10. Click Submit

Procedure 2
* In the SFX server, sfxlcl41 instance:
Step 1. >> da
Step 2. >> ./server_admin_util
takes you to the Main Menu
Step 3. 8 Export GOOGLE institutional holdings file
Please select [1-12,q,m]: 8
Step 4. Export GOOGLE institutional holdings Tools
Step 5. 1 (Re)Export GOOGLE institutional holdings file
Step 6. Chinese Titles Export include the following (if exists): Simplified, Traditional or Both [S,T,B]:b
Step 7. Please enter the institute's name (Leave empty for Default): [default leaves empty]
Step 8. Please select object types: Serials, Monographs or Both [S,M,B]:b
Step 9. Use the following additional export file from scratch directory (optional, leave empty for None):
Step 10. Export active portfolios with the following services: > 7 All
Please select [1-7]: 7
Step 11. Use zip compression? [Y/n] Y
Step 12. Would you like to add author information? [Y/n] Y (if you are including ebook monograph information)
Step 13. The system responds:
Running the index builder. This may take a long time, depending on the amount of active portfolios.
Export Successful.