Friday, May 08, 2015

Save your Primo information Part 1: My Library Folder

Primo Search is being upgraded. Data saved to My Folder will not be migrated to the new version of Primo. If you wish to retain a copy of this information, please do so before 19 June.

Information about records in My Folder that you wish to retain can be either:
  • Exported to EndNote
  • Printed or saved to PDF as a list*
  • Emailed to yourself as a list*
* will include links to records in Primo that will not work in the new version of Primo

Export to EndNote

  1. Login to Primo Search 
  2. Click on My Folder 
  3. Select required folder 
  4. Select ‘check box’ adjacent to ‘Type’ to select all records in that folder, or individual records as required 
  5. Use dropdown arrow to select ‘Push to End Note (RIS) ’ 
  6. Click ‘Go’
Push to EndNote
Refer to p.5 of the of the CSU EndNote manual for more details

Printed or saved to PDF as a list

  1. Login to Primo Search
  2. Click on My Folder
  3. Select required folder
  4. Select ‘check box’ adjacent to ‘Type’ to select all records in that folder, or individual records as required
  5. Click to print the resulting list of detailed records, or Save to PDF file. The steps required to do this will vary with operating system (Windows, Mac) and Internet browser used.


    Click to print

Emailed to yourself as a list

  1. Login to Primo Search
  2. Click on My Folder
  3. Select required folder
  4. Select ‘check box’ adjacent to ‘Type’ to select all records in that folder, or individual records as required
  5. Click to email the resulting list of detailed records, or Save to PDF file. The steps required to do this will vary with operating system (Windows, Mac) and Internet browser used.

Click to email
Read our blog series to save your Primo Information

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