360 Core: Client Center User Guide

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