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    5. 360 Core: Client Center User Guide

    360 Core: Client Center User Guide

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    1. 360 Core: Client Center User Guide
    • Product: 360 Core Client Center


    The Client Center User Guide is an index to a variety of Answers in the Support Center that include how-to procedures, training videos, tutorials, and detailed technical descriptions. If the Client Center is new to you, please refer to the Getting Started article.

    You can search for Answers in the Support Center unrelated to this Guide by using the Search function above. If you need additional assistance, please use the Support Portal option near the top of the page.


    360 Core: Client Center User Guide

    To read about a particular subject, click the title and you'll be taken to the document elsewhere in the Support Center that addresses that subject.

    • Introduction

      • Accessing the Client Center

        • Change Client Center Password

        • Interface Languages

        • Supported Browsers

    • Getting Started Guide

    • Finding Help

      • Latest Support Center Updates

      • Client Mailing List Listservs

      • Video Tutorials

      • Training Webinars

      • Release Notes and Status Updates

    • General Client Center Information

      • Navigating Through the Client Center

      • Frequently Asked Questions (FAQ)

      • Glossary / Dictionary / Industry Terms / Serials Solutions Services

      • Unicode FAQ

      • Inactivity Time-Outs

      • Providing ProQuest Management and Discovery Data or Access to a Third Party

      • Serials Solutions Client ID

      • Daily Profile Data Refresh (Cache Build)

      • XML APIs

    • The e-Catalog

      • KnowledgeWorks User Guide

        • Overview of the Knowledgebase

        • Normalization FAQ (Frequently Asked Questions)

    • Searching the e-Catalog

    • Adding Databases

    • Zero-Titles Databases

    • Removing Databases from Your Profile

    • Adding Specific e-Journals and e-Books to a Library's Profile

    • Including Select Titles within a Database

    • Add or Remove All Titles

    • See Manage Your Data (below) for detailed instructions on working with holdings you find with the e-Catalog.

    • Manage Your Library

      • Accounts (users)

        • Add, Edit, and Delete Accounts

        • Account Management Terms and Permissions

    • Library Settings

      • EZproxy Setup

      • Innovative Interfaces (III) Proxy Setup

      • Dynix RPA Proxy Setup

      • Obvia Proxy Setup

      • Where to Add IP Addresses to Authenticate ProQuest Management and Discovery Services

    • View Changes

    • Administer Your Products

      • E-Journal Portal User Guide

      • 360 Core Administration Console

    • Manage Your Data

      • Data Management Overview

        • Data Management Requires Second Login

    • Data Management Concepts

      • Database Status

      • Changing a Database Status

      • Automated Holdings Management

      • Knowledgebase Notifications

    • The Database Details Page

      • Changing a Resource Display

      • Database Appears in E-Journal Portal Even Though Set to Not Display in Client Center

      • Resource Status vs. Visibility in Various Serials Solutions Services

      • Including Select Titles Within a Database

      • Database Not Selectable

      • Adding Custom URLs to Databases

      • Databases that Require a Custom URL

      • Gale Databases

      • Custom Database Name

      • Custom Coverage Dates for Databases

      • Valid Date Formats

      • Split Coverage Dates for Database or Title

      • Public Notes and Location Notes

        • Adding a Public Note to All Holdings in a Database

        • Adding a Public Database Note to a Database

    • The Holdings Details Page

      • Custom Coverage Dates for Journal Holdings

      • Valid Date Formats

      • Duplicate Holdings in One Database

      • Change Relative Coverage Dates from English Text to Numbers

      • Output Coverage Dates Do Not Reflect Custom Coverage Dates

      • Output URL on Holdings Details Page

      • Adding Custom URLs to Journal Holdings

      • Public Notes and Location Notes

        • Adding a Location Note to a Journal Holding

        • Adding a Public Note to a Journal Authority Record

        • Adding a Public Note to a Journal Holding

    • Offline Date and Status Editor for Updating Numerous Holdings at One Time

      • Offline Date and Status Editor: Upload Errors

      • ISBN13 Values Incorrect - Scientific Notation in Excel Spreadsheet

      • Upload Error -- File Too Large

      • Offline Date and Status Editor: Record-Matching Logic

      • Moving Select Titles When Migrating to a New Database

    • Library Specific Holdings

      • Library-Managed Holdings: Setting Up Permissions

      • Including Your Library's Print, Individual e-Journal, e-Book, and OPAC Holdings in a Library-Specific-Holdings Database

      • Creating a New Library Specific Holdings Database

      • Creating an Excel Template

      • Uploading Multiple Titles to a New Library-Specific Holdings Database

      • Library-Managed Holdings: Viewing Your Upload Status

      • Upload Status Errors

      • ISBN13 Values Incorrect - Scientific Notation in Excel Spreadsheet

      • Upload Error -- File Too Large

      • Exporting Print Holdings Information From Your OPAC

      • Updating Your Library-Specific Holdings Database

      • Adding Individual Titles to Your Library-Specific Holdings Database

      • Non-Latin Characters

      • Uploaded Title Doesn't Match Results in E-Journal Portal

      • Deleting Titles

      • Recover a Deleted Library-Specific Holdings Database

      • Chinese, Japanese, and Korean Alphabetization for Titles in a Library-Specific Holdings Database

    • Provider Details Page

      • Can't Omit Proxy at Provider Level

      • Print ISSN vs. Online ISSN at the Provider Level

      • Adding a Public Note to All Databases from a Provider

    • Best Practices

      • Data Optimization Checklist for Discovery Services

        • Data Optimization - Review Database and Title Selections

        • Data Optimization - Update Database Details

        • Data Optimization - Configure Library Settings and External Tools

        • Data Optimization - Stay Informed and Get Help

    • Report on Your Data

      • Data Summary

        • Total Number of Unique Titles: Data Summary vs. Overlap Analysis

        • Total Holdings Number on Data Summary Page vs. Data Management page

    • Business Intelligence Tools

      • 360 Usage Statistics

        • Overview

        • Details

        • Subscriptions to Usage Statistics Reports

    • Overlap Analysis

    • Data on Demand

      • Large Reports

      • Data on Demand Reports and MARC Updates Take a Long Time to Generate

      • Cannot Unzip Compressed File

    • Database Details Report

    • Working with Third-Party Products

      • Databases that Require Custom Configurations

      • Springshare LibGuide FAQ

      • Innovative Interfaces (III) Proxy Setup

      • EZProxy Set Up

      • Dynix RPA Proxy Setup

      • Obvia Proxy Setup

      • Athens or Shibboleth with 360 Discovery Services


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