Creating a new search profile
By default, the software includes a standard search profile, but you can also create your own search profiles to suit your library’s specific needs. For each search profile that you create, you define and point to an alias for that profile. You can also set up specific IP address ranges that you want to direct to the search profile.
You can also integrate enriched content for a specific profile. Enriched content is any third-party product that integrates with a library search interface to provide additional information about a title to the patron. Enriched content solutions may include book cover images, summaries, reviews, annotations, or table of contents listings. Currently, Portfolio supports Bowker Syndetics and ChiliFresh products as enriched content solutions.
If desired, you can configure Portfolio to work with Google Analytics to track how patrons with specific search profiles use a library’s Portfolio pages and content. The library can then use Google Analytics to determine how useful the page and/or content is for each type of patron, and make modifications to the delivered content based on usage statistics.
When you create a new search profile, you must specify unique values for some fields. If you enter information for a new search profile that is currently being used for another search profile, the software highlights the field where the non-unique value appears and displays an error message indicating that the value is already being used by another profile and that the information you enter must be unique to the new profile.
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The Discovery administrator database metadata is cached in the Discovery Server application. Any new search profiles, changes to search profiles, or removals of search profiles will not be reflected to the patron in Searching until the metadata cache is refreshed. For more information, see Refreshing the search cache. |
To create a new search profile
- Log in to the Admin console.
- Choose Profiles from the navigation pane.
- Choose Add Profile.
- Complete the fields, as necessary. For more information, see Fields: Add/Edit/Copy Profile.
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Choose OK to save your changes, or choose Cancel to discard your changes and return to Profiles.
Note: When you create a search profile, Portfolio assigns the default search result displays that have been created for any Discovery search targets existing in the system (by default, all Discovery search targets are selected and enabled for the profile). If any of these search targets also has a detail display configured for it, Portfolio also assigns the default detail display. You can reassign search result displays and detail displays as needed. (See Selecting displays for a search profile for information.)