Creating Primo Tools

This functionality is not relevant to to Primo VE.

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In addition to monitoring and executing Primo tools, Create a Tool section on the Tools List page (Primo Home > Monitor Primo Status > Tools Monitoring) allows you to create jobs for the following tools and execute them as needed.

The following additional tools are available for on-premises installations:

Primo Tools
Tool Description

Create XREF1

Builds the enrichment indexing keys for existing PNX records per data source. For more information, see The Create XREF Tool

Import PNX Extensions*

Loads enrichment data to enhance Primo records. For more information, see The Import PNX Extensions Tool

Export User Generated Data*

Exports user-generated data to an XML file. For more information, see The Export User Generated Data Tool

Delete PNX Extensions*

Removes enrichment data from Primo. For more information, see The Delete PNX Extensions Tool

PNX Extensions Loader*

Adds PNX extensions to existing PNX records. For more information, see The PNX Extensions Loader Tool

1Requires installation-level permissions to create and execute this tool.

To add a tool to the list:

  1. Click Monitor Primo Status on the Back Office’s home page.

    The Monitor Primo Status page opens.

    PDS_MonitorPrimoStatus

    Monitor Primo Status Page

  2. Click Tools Monitoring to open the Tools List page.

    ToolsMonitoringList2

    Tools List Page
    If you are an installation-level staff user, select the owner of the tool in the Owner drop-down list. The valid values are Installation(if using the default name) or a specific institution.
    For institution-level staff users, this field is set to your institution.

  3. Select a type of tool in the Create a Tool drop-down list.

  4. Click Create to configure the specific tool. For specific information on each tool, refer to the following sections.

For information on monitoring tools, see Tools Monitoring.