Tutorial_primo

• databases (e-books, e-journals) subscribed by the library and the Open Access materials
• library catalogue (with all functions such as ordering, extending the due dates for the books borrowed or checking the account status)
• resources of the Polish Platform of Medical Research
• resources of the MUW Digital Library

Primo is available at https://primo.wum.edu.pl or from the search window located centrally on the library home page and at the bottom right of other website pages.

To log in, click the link at the top right of the screen and then follow the instructions.

It is possible to extend the due date upon logging in and selecting My Loans from the user menu. 

The due date can be extended for a single one, all or any selected items.

Note:

• Once the due dates are extended, a list of books will appear with details of the items with extended due dates and those for which the due dates have not been extended
• The option to extend the due date may be unavailable, e.g., when the book status does not allow for an extension or the permitted number of extensions has been used up
• If the book is overdue, a special fee will be charged upon extension. The user will be blocked from borrowing until the fee is paid

To order a book, enter the desired descriptive data in the search window (e.g. the author's name and book title) and narrow down the search results using the filters: Library catalogue, Available in the Library.

Select the item you are searching for from the results list

If the library has more than one edition of the item you are searching for, select the desired one from the available list

Select the desired location from the list of available locations

To make an order, click the link Zamówienie (Order) next to the copy of interest  

Important:

• By ordering a copy that has been borrowed or ordered by another user you will place yourself in a queue for the edition being ordered. Such an order will be valid for 4 months or until delivered
• Only copies that are in lending providing library locations and have a status of Magazyn (na miesiąc) (Storage room (for a month)); Wypożyczalnia z obsługą (Serviced Lending Library); Wyp. z obsł. (3 mies.) (Serv. Lending Lib. (3 mths)); or Kurs (Course). Items with a status of Magazyn (niewypożyczana) (Storage room (reference only)) can be ordered for on-site use in the Reading Room

In the next step, check the details and confirm your order. 

• The order is acknowledged by a message generated by the system
• The order is confirmed for delivery by an email sent to the address registered in the user account in the library system. The order status can be checked in My request tab
• A correctly placed order may not be delivered if it is for a copy that is already on loan or that has already been ordered by someone else, or where more than one person initiates the ordering process very close to simultaneously and someone else completes it first

Before entering the term you are searching for in the search window, you can narrow down your search results to:

• all resources
• digital resources
• library catalogue
• digital library

Search results can be narrowed down and sorted by using facets (filters) on the right-hand side of the window showing the results list. By default, only full-text resources accessible to MUW students and staff are displayed. If the option Expand My Results is selected, the scope of records is extended to include all those indexed by the search engine.

By default, results are sorted by relevance. However, this can be changed.

After pointing the mouse at a selected criterion, you have the option to narrow down the results or exclude a specific set of records.

Alternatively, the results can be narrowed down at the step of entering the search term by using the advanced search option

An intuitive form allows search fields to be combined with logical operators and queries to be narrowed by publication date, document type or language

A number of actions can be performed on a group of retrieved records, once ticked.

The ticked records can be:

1. sent by email
2. exported to formats importable to reference managers
3. printed out
4. saved to the list of “favourite" records

The basic record management tools are already available on the screen displaying the search results, but the full tool list opens on clicking the record menu.

The tool list:

1. list of publications that cite the selected work
2. list of publications cited in the selected work
3. bibliographic description in selected most common formats
4. send a link to the article record to an email address
5. save the record to the list of “favourite records"
6. link to the full text of the publication
7. export the record to formats importable to most reference managers
8. permalink, or a link that can be shared with another user and that will always direct to the description of the selected article
9. print the record

Clicking the title opens a full description of the publication. The data and tools that appear on the full description screen depend on the data provided by the record providers. A record displayed in Primo is a merged record created by combining data that can be found in the descriptions of that record across different providers, i.e. across all databases indexed by Primo

A record may contain:

• detailed bibliographic description
• link to the full text
• subject terms
• abstract
• record management tools as described on the previous slide
• links to the publication record across other databases
• number of citations across the Web of Science and Scopus databases
• list of similar articles
   

The key links in the user menu are:

• My Library Card
• Saved items

Library card has the following tabs:

1. Overview - basic account details 
2. Loans - a list of borrowed items; the key function of this tab is described in the due date extensions section
3. Requests - the status of requests
4. Fine + fees
5. Blocks + messages
6. Personal details - only the preferred language is indicated in this tab due to the current legislation

Clicking the link Saved items opens the window My Favourite with the following tabs:

1. Saved records
2. Saved searches
3. Search history

In the Saved items tab, you can use the tools (1) that are described in the Search process: managing the results list section. Additionally, you can label the records (2) and edit the existing labels (3). A label is used to group the saved records (4).

The Saved items tab contains a list of queries created by using the option Save query available on completion of the search.

Alerts of new records that meet the criterion can be set to be sent via RSS (1) or by email (2) for a selected query. You can also remove an item from the list (3).

The last tab contains a history of your search sessions. A session is only saved in the history if you carry out the search while logged in to your account. Clicking a list item will display the current list of records that meet the pre-set criteria. The selected query can also be saved so that it can be found in the Saved items tab or removed.