Editing a search profile
If you need to change how a profile is referenced in the Admin console or on the server, you can edit the settings for an existing search profile. If you need to, you can also edit how a search profile displays and behaves by changing the custom page elements or configuring languages. For more information, see Changing the custom page elements for a search profile or Configuring languages for a search 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 edit a search profile, you must specify unique values for some fields. If you enter information for a 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 profile that you are editing.
If you try to edit or delete a search profile at the same time as another administrative user, the software displays an error message indicating that the record has been updated or deleted by another user, and prevents you from saving any changes that you may have made to the profile. To continue making changes to this search profile, choose Cancel to reload the data and, if the profile is still available, re-enter your changes.
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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 edit a search profile
- Log in to the Admin console.
- Choose Profiles from the navigation pane.
- Find the search profile that you want to edit, then choose the Edit option next to the profile information.
- Complete the fields, as necessary. For more information, see Fields: Add/Edit/Copy Profile.
- Choose OK to save your changes, or choose Cancel to discard your changes and return to Profiles.
- If you want, you can also change the custom page elements for this profile. For more information, see Changing the custom page elements for a search profile.
- If you want, you can also change the languages that are associated with this search profile. For more information, see Configuring languages for a search profile.