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    Summon: Administration Console: Settings

    • Product: Summon

    How do I change the Summon Administration Console settings?

    This is part of a larger set of documentation about using the Administration Console to configure your Summon service.


    Use the Summon Administration Console's Settings page to customize the look and feel of your library's Summon search and results pages. The console default settings match the settings that most libraries prefer. If a setting other than the default would better serve your patrons, change that setting's slider bar to Custom and then select the On or Off radio button to change the setting state:
    Summon Settings Console Enabled
    Internet Explorer 7 users: please note that IE 7 cannot support the Custom/Default slider bar so IE 7 automatically displays checkboxes instead.
    If you change one or more settings and then decide you don't want those changes, click Reset form. This clears any changes that have been made since the last save.
    Finally, click Save Settings to apply your changes to the user interface. Changes take effect in five minutes).
    You can see brief help tips by hovering over the question icon for each field.
    The rest of this document describes the functions of the various settings sections. Click a link here to jump to the section you want to read:

    General

    Use the General settings to modify your search-page display:
    Summon Settings
    To change the settings:
    1. Change the slider bar to Custom for the setting you want to change.
    2. Make changes in the text boxes:
      • Type the text to be displayed on the browser title bar in the Page Title text box.
      • Type the URL of your institution's library in the Home Link text box.
      • Type an email address into the Feedback Email Address text box if your institution would like to receive a copy of the feedback that has been submitted via the default feedback form.
      • Libraries using the Summon 2.0 interface: By default, the Summon 2.0 user does not need to include their email address. Select ON for Feedback Client Email Required to make it a requirement.
        • Libraries using the legacy Summon interface: A user is not required to submit an email address. This setting cannot be configured differently.
    3. Type your site URL in the Feedback Link text box to use your own site for feedback. Feedback can be set to either the Summon default form or to your custom site.
    4. Type your site URL in the About Link text box to use your own site for About. Note the About Link is currently available on the legacy Summon interface, not the Summon 2.0 interface.
    5. If you prefer that the end user Help link goes to your own Help page, enter the URL in the Help Link text box. Remember to include http:// at the beginning of any URL address you enter.
    6. Enable RSS Icon: By default the RSS feature in Summon 2.0 is ON; use this setting to turn the RSS feature OFF so that users do not see the RSS button at the top of their Summon search results. For libraries using legacy Summon, the RSS feature is always enabled.
    7. Set the setting slider bar to Custom, and then select the On or Off radio button to modify the settings below.
      ON displays the setting and OFF hides the setting.
      • Autocomplete ON provides suggestions while you type your search.
      • Query Suggestions Enabled: Related Searches displaying at the bottom of the Summon results page are ON by default. Select OFF to disable.

        NOTE: Call Numbers and Dewey Numbers fields and display options can be customized. Call Numbers and Dewey Numbers can display in the record Availability field, in the Preview window Call Number field, and in the Saved Items record.
      • Call Numbers Enabled (Availability): Set to ON to see Call Numbers displayed from the Summon Index if they are not returned by your availability service. Set to OFF to see Call Numbers displayed from your availability service, and not from the Summon Index.
        If you see two sets of call numbers, select the OFF radio button to hide the Summon Index Call Numbers.
      • Dewey Numbers Enabled (Availability): Set to ON to see Summon Index Dewey Numbers in the Availability field if they are not returned by your availability service. Set to OFF to hide Dewey Numbers from the Summon Index in the Availability field.
      • Call Numbers Enabled (Preview): Set to OFF to hide call numbers in the Preview pane, and ON to display the numbers.
      • Dewey Numbers Enabled (Preview): Set to ON to see Dewey Numbers in the Preview field, or set to OFF to hide the numbers.
      • Display Call Numbers if Availability fails: Select ON to display Call Numbers from the Summon Index if your catalog is either down or slow.
      • Display Dewey Numbers if Availability fails: Select ON to display Dewey Numbers from the Summon Index if your catalog is either down or slow.
      • Disable OneClick for IE Enabled: This setting pertains to libraries using the legacy version of 360 Link, not the enhanced 360 Link with IEDL. You can disable legacy 360 Link's 1-Click feature for users browsing with Internet Explorer (IE) by turning ON Disable OneClick for IE Enabled. In certain configurations 1-Click does not work properly with IE.
    8. Set the Google Analytics Tracking Code slider bar to Custom, and then provide your Google Analytics Tracking ID. For additional details on Summon and Google Analytics see Summon: Google Analytics.
      You must have a valid Google Analytics tracking code before activating this feature. Your tracking code will look similar to this: UA-12334567-1 (enter the entire code, including the UA part). See Google Analytics Getting Started Page here for instructions on how to do obtain yours. You will define your Summon instance as a new account in the Google Analytics system. In Google Analytics, add the following domain: http://xxx.summon.serialssolutions.com. Replace the "xxx" with your Summon prefix. Google Analytics will provide you with a tracking code you can then use in the Summon Administration Console.
    9. Set the Default Number of Search Results slider bar to Custom and select either 10 or 25 results per page. The default setting is 10. Setting applies to the legacy Summon interface (Summon 2.0 uses infinite scroll meaning that more records display as the user scrolls down the page. After 200 records are loaded, additional records will not load and the user will get a message that they have reached the end of their results.)
    • The 200 record limit is intentionally set to meet users' needs (more than 99% of the time Summon users do not go scroll beyond 150 results) and at the same time help protect the system from potentially being overwhelmed by crawlers.
    1. Exclude Citation Online Content: Select ON to exclude from search results any records for subscription content that do not have full text. Selecting ON does not impact users when they check the "Add results beyond your library's collection" option. A change to the Exclude Citation Online setting will take 24-72 hours to process.
    2. Enable Widgets Link: When this selection is ON, your patrons will see a link at the bottom of their Summon search results page that will take them to the custom search boxes and widgets interface, so that they can create their own, customized search boxes and search widgets. This setting currently works with the legacy Summon interface; it does not currently work with the Summon 2.0 interface.
    3. Click Save Settings.
    For more information, see Basic Search.

    Search Results

    The Citation Counts Display setting is ON by default, which means that if you have Web of Science or Scopus activated in your profile, citation counts will display in your Summon search results. Turn the setting OFF to keep Web of Science or Scopus activated in your profile but not have citation counts displayed to your Summon users.

    The Result Counts Display setting is ON by default, which means search results will be numbered. Turn the setting OFF to have search results display without any numbering.

    Show Rollups is ON by default, which means particular content types such as newspaper articles are grouped together in search results sets. Turn the setting OFF to not group the items together and instead display the items throughout the search results set.

    Show Image Spotlighting is ON by default, which means images are grouped together in a single area (a horizontal row). Turn the setting OFF to instead display images throughout the search results set.

    Show Permalink is ON by default so that the Summon Record includes a persistent link to the item (see below). The link provides an easy way to access the Summon record at a later date via places such as a browser bookmark. Select OFF to hide the display of the permalink.
    Permalink

    Logos

    Logos must be in the appropriate file format and size to display in the Summon service. Refer to the table below for specifications:
    Favicon Logo
    The Favicon Logo suggested size is 16 x 16 pixels, less than 10 KB in size and in .ico format. If for whatever reason it cannot be scaled down, the Summon Administration Console will also take icons that are 32x32 or 48x48.

    A favicon (short for favorites icon), also known as a shortcut icon, web site icon, URL icon, or bookmark icon is a 16 x 16 pixel square icon associated with a particular web site or web page. Browsers that provide favicon support typically display the page's favicon in the browser's address bar and next to the page's name in a list of bookmarks. Browsers that support a tabbed document interface typically show a page's favicon next to the page's title on the tab.

    Larger favicons can also be used for app icons, such as for a tablet or mobile phone. Here are suggested dimensions for those. Icons should be in .png format.

    • 32x32 - for older Chrome browsers
    • 57x57 - Standard iOS home screen
    • 76x76 - iPad home screen icon
    • 120x120 - iPhone retina touch icon
    • 144x144 - IE10 Metro tile for pinned site
    • 152x152 - iPad retina touch icon
    • 180x180 - iPhone 6 plus
    • 196x196 - Chrome for Android home screen icon
    Small Logo
    The Small Logo suggested size is 183 x 32 pixels, less than 10 KB in size, and in .gif format.
    • If an image with a height greater than 32 pixels is uploaded, the image will display with a re-sized height of 32 pixels.
    The Small Logo will be displayed to the left of the search box on the results page. This image will be linked to your library's home page.
    Large Logo
    The Large Logo suggested size is 312 x 53 pixels, less than 50 KB in size and in .gif format.
    The Large Logo will be displayed above the search box on the standard Summon search page.
    Summon Console Logo Settings
    To upload a new logo:
    1. Change the slider bar to Custom for the logo you want to upload.
    2. Click Select file and browse to (and open) your new logo.
    3. Click Save Settings.
    Uploading a new logo will replace (delete) any logo currently saved in that position.
    For more information, see Basic Search.

    Authentication

    The Authentication Banner provides a way for remote users to sign in to your library's single sign-on system so that they can access full-text content as well as IP-restricted resources. The banner displays at the top of the Summon results page.
    Summon Console Authentication Settings
    To change an Authentication setting:
    1. Change the slider bar to Custom for the setting you want to change.
    2. Make changes in the text box:
      • Type the text to be displayed on the Banner Text box. The default display text is: Off Campus? Log in to access full text and more content.
      • Type the URL of your institution's authentication site in the Banner URL text box. This should be left blank unless you want to direct users to a proxy server or site other than the proxy server listed in Client Center > Library Settings > Library URLs.
    3. Click Save Settings.

    Facets

    This section allows you to control the display and order of the Filters and Facets on the left side of the Search Results page. You have configuration options for three sections:
    Contextual Faceting displays the Author, Genre, Region, and Time Period facets for a search limited to books or limited to items in your library's catalog when the setting displays ON.
    An additional contextual facet in the Summon legacy interface is Disciplines(the Summon 2.0 interface includes Disciplines as a default facet). The contextual Disciplines facet in the Summon legacy interface is configured through Search Boxes and Search Widgets.
    Refine Your Search section displays filters such as Items with Full Text Online and Exclude Newspaper Articles on the Summon service search page when the setting is ON.
    Facets appear on the Search Results page in the order that they appear in the Enabled column:
    • Libraries providing their users with the Summon 2.0 interface should use the Facets (Summon 2.0) setting to make customizations.
    • Libraries providing their users with the legacy Summon interface can use the Facets setting to customize their live Summon site and the Facets (Summon 2.0) setting to customize their preview Summon 2.0 site.
    Image
    By default all facets are Enabled except the Institution facet that applies to libraries using a union catalog in Summon.
    To change the Facet settings:
    1. Change the slider bar to Custom for the setting you want to change. By default, all below settings are set to ON.
    2. Make changes:
      • To enable and display the Contextual Faceting, select the On radio button.
      • To enable and display the Refine Your Search Filters, select the On radio button.
      • Contextual Faceting for Union Catalogs pertains to the Library Location facet and whether you want it to display always, or only once an Institution has been selected. Select the On radio button to make the Library Location facet contextual, displaying only once an Institution has been selected and holdings are identified within library location(s) at the user's institution.
        • NOTE: Other institutions' library locations do not display in the facet, only locations associated with the user's institution.
    3. To Enable or Disable Facets, drag and drop the facet name into the appropriate column. Facets appear in the order displayed in the Enabled column.
    4. Click Save Settings.
    For more information, see Search Result Facets and Refine Your Search Filters.

    Whitelisting Library Locations

    This control allows libraries to specify a library location value that will always appear in the top six facet values unless there are none.
    To Whitelist Library Locations:
    1. Change the slider bar to Custom for the Library Location Whitelist.
    2. Use the drop-down menus on the right to select available library locations:
    Whitelist Controls

    Whitelisting Institutions

    For libraries using Union Catalogs in Summon, this control allows libraries to specify an institution value that will always appear in the top six facet values unless there are none.
    To Whitelist Institutions:
    1. Change the slider bar to Custom for the Institution Whitelist.
    2. Use the drop-down menus on the right to select available institutions.

    RefWorks

    View the How to Customize Exporting, Emailing, and Printing Citations section of Exporting Search Results to learn about customization options for exporting to RefWorks.

    Syndetics

    The Syndetics subscription service provides enrichment content such as awards, tables of contents, book cover images, and more. These settings apply to institutions with a Syndetics Classic, Syndetics Plus, or Syndetics Unbound subscription. The default setting is OFF and enrichment content is hidden.
    To change the Syndetics settings:
    1. Change the slider bar from DEFAULT to CUSTOM.
    2. Select the On radio button to enable Syndetics Plus (which activates all enrichment features except cover images), Syndetics Cover Images, or both.
    3. Type your Syndetics ID into the field.
    4. Type your Syndetics Unbound ID if you have the additional license fee beyond the standard Syndetics Summon subscription.  For Syndetics Unbound customers, Summon's Catalog Details page can display Title Recommendations, Author Information, Look Inside the Book, Series Information, Professional Reviews, Reader Reviews, Tags, Book Profiles, Awards and more.
      1. Note that the additional Syndetics Unbound license fee can also be used to power Syndetics Unbound in your traditional OPAC or other supported service. For more information on how to subscribe to this feature, visit https://proquest.syndetics.com/ or send us an email to request a price quote. 
    5. Click the Save Settings button at the bottom of the Settings page.

    Languages


    Alternate user-interface languages are available to your users via a drop-down menu that displays within the menu on the top right corner of the Summon results page:
    menu

    Here is the settings screen in the administration console:
    Summon Console Languages Setting
    To change the Language settings:
    1. Change the Language Selection slider bar to Custom.
    2. To Enable or Disable languages, drag and drop the language name into the appropriate column. Languages appear in the drop-down menu in the order that they display in the Enabled column.
    3. Click Save Settings.
    Summon's Preferred Language Boost feature applies to any language made available to users (except Danish and Swedish). This technology boosts the relevance of results in the language that is the same as the language chosen for that search.
    Use the Default Language setting to select which language displays if a user does not select a language in the language drop-down menu.
    Libraries using the Summon 2.0 interface: The Enable Language Detection setting is turned OFF by default, and the Default Language is displayed (unless the patron uses the language drop-down menu). Turn Enable Language Detection ON if you want the default language to be based on the user's web browser language preference setting. A language must be listed in the Enabled column on the Summon Settings administration page in order for the user's web browser language to display in Summon.
    • Note that if you want to set the language by passing a language parameter in the Summon URL, you can do this and Summon will recognize the language parameter regardless of whether Enable Language Detection is ON or OFF. Setting the language parameter in the Summon URL does require that the language be listed in the Enabled column on the Settings administration page.

    Participant Record Prioritization

    For libraries using Union Catalogs in Summon, and libraries with multiple locations, this feature lets you specify which record appears as the main/prioritized record within a merged record.

    Prioritize your records by dragging and dropping from the Unordered to the Ordered column, and then drag up and down within the Ordered list until it is prioritized to your liking. Click Save Settings when done.

    Citation Formats

    In the Saved Items folder there are citation formats users can choose from:
    • APA American Psychological Association
    • AMA American Medical Association
    • MLA Modern Language Association
    • Uniform
    • Chicago/Turabian: Author-Date
    • Harvard
    • AGLC3 (Australian Guide to Legal Citation, 3rd Edition)
    • Oxford Style
    To make changes:
    1. Change the slider bar to Custom for Format Selection.
    2. To Enable or Disable citation formats, drag and drop the format into the appropriate column. The system requires that at least one citation format be listed in the Enabled column. Citation Formats appear in the Saved Items folder in the order that they appear in the Enabled column.
    3. Click Save Settings.

    Web of Science

    The Web of Science feature allows the Summon service to index all of the Web of Science content and add citation counts to the displayed search results.
    A paid subscription is required for this service. If you do not have a Web of Science subscription, no action is needed.
    Even though it does not display on your Settings page, the Web of Science feature can be customized by contacting us using the Ask a Question feature above. Customizations include aspects such as the ability to turn off the metadata flyout window.

    While Scopus also allows the Summon service to index all of the Scopus content and add citation counts to the displayed search results, the above mentioned customizations currently do not apply to Scopus.

    Advanced Search

    This feature allows you to display or hide sections of the Advanced Search screen. Most libraries prefer all Advanced Search features enabled and visible; therefore all the default settings are ON. The OFF setting hides the feature.
    Image
    To make changes to Advanced Search settings:
    1. Change the slider bar to Custom for the setting that you would like to change.
    2. Make changes to any field by selecting the OFF radio button to hide the filter:
      • Advanced Search provides a link to an advanced-search screen.
      • Show Only Filters limits the search by full-text online, scholarly materials, or items in the catalog.
      • Show Items with Full Text limits the search to items with full-text.
      • Show Scholarly Materials limits the search by journals that have a scholarly designation from Ulrich's .
      • Show Peer Reviewed Materials displays peer-reviewed content and verifies that an article has been reviewed by peers in the profession, determined to be of academic quality, and is suitable for publication. The Summon service uses the same peer-reviewed standards as Ulrich's for journals and abstracts.
      • Show Items in Library Catalog displays only items in your library catalog.
      • Exclude from Results Filters omits newspaper articles, book reviews, and dissertations.
      • Dates Published Filter provides month and year search-limiting fields.
      • Expand Your Results Filter allows results from outside the library's collection to display.
    3. Click Save Settings.

    Refine Your Search

    The Refine Your Search section of the Summon search page gives patrons the ability to filter search results sets in various ways. For an overview see Search Result Facets and Refinements.

    Use this section of the admin console to select which filters you want to display to your users:
    Refine Your Search
    • Full Text Online Enabled:
      • If ON, the Full Text Online filter is displayed to users. A user can choose to filter a search results set to only those items available in full text.
    • Limit to Scholarly Enabled:
      • If ON, the Scholarly & Peer-Review filter is displayed to users. A user can apply the filter to limit a search results set to items classified as scholarly and/or peer-reviewed by Ulrich's.
    • Limit to Peer Reviewed Enabled:
      • If ON, the Peer-Review filter is displayed to users. A user can apply the filter to limit to only those items classified as peer-reviewed by Ulrich's. Scholarly but not peer-reviewed items are not included in the search results set.
    • Exclude Newspaper Articles Enabled:
      • If ON, the Exclude Newspaper Articles filter is displayed on the Advanced Search screen. A user can select the filter to remove newspaper articles from the search results set.
    • Items in Catalog Enabled:
      • If ON, the Library Catalog filter is displayed to users. A user can select the filter to limit a search results set to items in your library catalog.
    • Add Results Beyond Collection:
      • If ON, the Add results beyond your library's collection check box is displayed above the search results set. When selected, all items in the full Summon index that match the search criteria will be displayed, not just those that your institution subscribes to. Libraries that support interlibrary loan requests via their link resolver are the most common library type that choose to display this check box.
    • Items at my Institution Enabled:
      • If ON, the Items at my Institution filter is displayed if your library has a union catalog (consortia) loaded in Summon. A user can select the filter to limit a search results set to only those items available at your institution.

    To make changes to the Refine Your Search settings:
    1. Change the slider bar to Custom for the setting that you would like to change.
    2. Make changes to any field by selecting the appropriate radio button: OFF hides the filter.
    3. Click Save Settings.

    Custom Link

    The Custom Link feature allows you to add a customized link in the upper-right corner of the Summon user interface. The link displays at the top of the screen (highlighted below) as well as within the menu (also highlighted below) when a user clicks on it:
    custom link
    In the administration console you can define the link with text or upload an image. Common link uses include a link to the library's A - Z resources page or to an Ask a Librarian page.
    Summon Administration Console Custom Link
    To create your custom link:
    1. Click the Url slider bar and change to Custom.
    2. Enter your Url address in the field. (Note: Remember to include "http://" at the beginning of your Url address.)
    3. Choose to add text or an image:
      • Either click the Text slider bar, and then enter your display text in the field, or
      • Click the Image slider bar, and then click Select file to browse to your Custom image.
    4. Click Save Settings.

    Resource Link Prioritization

    If your library has rights to more than one resource with a direct link available, you may set the linking priority in the Resource Link Prioritization section. If you do not choose to set a priority order, the Summon service randomly links to a resource in the unordered list:
    Resource Link Prioritization
    To set and re prioritize your Resource Link Prioritization ordered list:
    1. Drag and drop resource names from the Unordered column to the Ordered column.
    2. Drag and drop resources within the Ordered column to re prioritize resources.
    3. Click Save Settings.

    Transliteration (880 Fields)

    Turn ON/OFF the display of non-Latin data in the 880 field. By default the setting is ON.

    Configuration

    The Configuration section displays IP Ranges, the Link Resolver BaseURL, and the Proxy URL as they have been entered in the Client Center's Library Settings section. These settings are read-only. For more on entering these values in the Client Center, click here.

    User Survey

    At times, ProQuest activates a pop-up user survey with the Summon service. During a period where the survey is active, the survey randomly displays for English users 5% of every page view in the Summon service (English users consist of anyone using the English, English (AU), English (NZ), or English (UK) Summon interface). Cookies are used so that a user will only see the survey once. If a computer does not support cookies there is a slight chance a user will see the survey more than once.
    Survey is currently not available.
    The survey helps to better gauge the use of the Summon service and help drive the future of the service. The survey should take 1 minute to complete, and the questions include:
    • How often do you use this search engine? (About once a week, About once per month, About once per semester, Only a few times before, This is my first time)
    • What are you using this search engine for today? (A Research Paper/Project, Course Homework, Just looking for a Book, Just looking for a DVD, Just looking for an Article, Trying to find a database, The latest research in my area of study)
    • When using this search engine, I commonly find what I am looking for (Always, Usually, Sometimes, Seldom, Never)
    • When using this search engine, I am able to access the materials/articles I found (Always. Usually, Sometimes, Seldom, Never)
    • When using this search engine, I am typically searching for (Newspaper Article, Journal Article, Book, eBook, Print Journal, eJournal, Research Guide, Images, Video, Encyclopedia, Dissertation)
    • What did you do if you did not find or could not access what you were looking for (Ask librarian for help, Pick other material, Try a different database, Request from another library, Use Google)
    • Overall satisfaction (5 (Extremely Satisfied), 4, 3, 2, 1 (Not Satisfied))
    • How likely would you be to recommend this search engine to a friend/student/colleague? (5 (Extremely Likely), 4, 3, 2, 1 (Would not recommend)
    • What is your status level?
    • What is your major/subject area?
    If you would like to see an image of how this shows up for your patrons, click here.
    Data is collected for internal use only and the responses are kept completely anonymous.
    When a user survey is available in the Summon service, selecting OFF for Enable User Survey will hide the survey so that it is never presented to your users.
    User Survey Control

    A&I Detail Page

    The A&I Detail page displays for abstracting and indexing resources (A&I) marked as Citation Online and within your library's holdings.
    Two configurable buttons display to the user; both buttons support linking either to the library's ILL service (interlibrary loan system or link resolver) or to the print record in the library's catalog. Here is an example of an A&I Detail Page displaying an item available in the library's print collection (Get Journal Article button links to the print record in the library's catalog, and the Request button links to the library's ILL service):
    A&I Detail Page

    The Primary Action setting in the administration console is used to choose which action you want users to try first when a print record does exist in your catalog:
    Primary Action setting

    The orange (top) button in the above sample A&I Detail Page provides the primary action. The secondary, gray button displays the other action. By default, the Primary Action setting is "Link to catalog for print record," suggesting to users that they pursue the print item when available. At the same time, the opportunity to submit an ILL request exists with the secondary gray button.
    Text for both "Get" and "Request" button labels can be customized in the Translations tab of the Summon Administration Console.
    Entering your Interlibrary Loan Base URL is done on the Interlibrary Loan (Request Button) section of the Detail Page in the administration console.
    • You must use this section of the Detail Page to enter a Base URL, and Enable the Request button, in order to implement the changes on the A&I Detail Page.

    Chat Widget Settings

    Click here to learn about configuring a chat widget for either LibraryH3lp or SpringShare's LibAnswers in your library's Summon search and results interfaces.

    Summon 2.0 Configuration

    Librarian Contact URL: When a search yields 0 results found, the user can be presented with a Contact a Librarian link in addition to the other suggestions provided to the user:
    Image
    To add a Librarian Contact URL, click the slider bar so it changes from Default to Custom, and add your URL.


    Saved Items Timeout: By default, items placed in the Saved Items folder will be available for 120 minutes without the user actively working in Summon (a user that is actively working in Summon will have their Saved Items available for the duration of their search session). Use this setting to adjust the number of minutes; you can enter any number that is higher than 10. There is no limit on the highest number you can enter.

    Summon 2.0 Customization

    This section of settings applies to color customization for your Summon 2.0 interface.
    Below is a description of each color customization option. Activate your institution's colors by clicking the Enable Custom Colors slider bar so it changes from Default to Custom. Select the ON radio button.
    Enable Color Customization
    Each color customization is applied by changing the slider bar to Custom and replacing the default HTML color's hexadecimal (HEX) value with the HEX value for your desired color. If you need a HEX color chart, many exist online such as the HTML Color Picker from w3schools.

    Color customization options:
    Primary Link Color: customizes the record title link and preview pane links, along with links in the Topic pane and Advanced Search. Default color is #0088cc (Medium Blue).
    Primary Links
    Primary Link Color (visited): customizes the above Primary Links that a user has visited. Default color is #0088cc (Medium Blue).
    Primary Link Color (hover/active): customizes the above Primary Links that a user holds/clicks and holds their mouse over. Default color is #005580 (Dark Blue).

    Secondary Link Color: customizes links in the left-side pane. Default color is #333333 (Dark Gray). Consider using this setting along with the Selected Facet Link Color setting.
    Secondary Link Color (visited): customizes the above Secondary Links that a user has visited. Default color is #333333 (Dark Gray).
    Secondary Link Color (hover/active): customizes the above Secondary Links that a user holds/clicks and holds their mouse over. Default color is #333333 (Dark Gray).

    Permalink Color: customizes the link in the Summon Record that provides a persistent link to the item. Default color is #333333 (Dark Gray).
    Permalink Color (hover/active): customizes the above Permalink that a user holds/clicks and holds their mouse over. Default color is #333333 (Dark Gray).

    Selected Facet Link Color: customizes user-selected links in the left-side pane. Default color is #f58c31 (Orange). Consider using this setting along with the Secondary Link Color setting.
    Selected Facet
    Selected Facet Link Color (hover/active): customizes the above Selected Facet Links that a user holds/clicks and holds their mouse over. Default color is #f58c31 (Orange).

    Authentication Banner Background Color: customizes the background color of the banner for remote users / top banner on the page with Help and Feedback links. Default color is #505050 (Dark Gray).
    Authentication Banner Link Color: customizes the link in the authentication banner / top banner on the page with Help and Feedback links. Default color is #e6e6e6 (Light Gray).
    Authentication Banner Link Color (visited): customizes the above authentication banner link that a user has visited. Default color is #e6e6e6 (Light Gray).
    Authentication Banner Link Color (hover/active): customizes the above authentication banner link that a user holds/clicks and holds their mouse over. Default color is #e6e6e6 (Light Gray).

    Header Background Color: customizes the background color around the search box on the results page. Default color is #e3e3e3 (Light Gray).
    • When you customize the header color, check that the color contrast between your new color and the white icons in the header (Advanced Search, Saved Items and Menu (highlighted below)) complies with accessibility standards. A web search for check color contrast accessibility will provide many free resources that you can use to test color contrast. For more information: https://www.w3.org/TR/UNDERSTANDING-WCAG20/visual-audio-contrast-contrast.html
    white header icons

    Header Link Color: customizes links in the menu ("hamburger" icon) on the top right of the Summon screen. Default color is #0066cc (Medium Blue).
    The menu icon on the top right of the screen contains the header links to resources such as the Widget Builder and the Languages drop-down menu (if your library has it turned on):
    Menu icon

    Header Link Color (visited): customizes the above header links that a user has visited. Default color is #005580 (Dark Blue).
    Header Link Color (hover/active): customizes the above header links that a user holds/clicks and holds their mouse over. Default color is #666666 (Dark Gray).

    Summon 2.0 External Script

    Custom Script URL: To apply Summon 2.0 interface customizations in addition to the options available on the Settings page, add a Javascript file that achieves your desired outcome.
    To add a file, click the slider bar so it changes from Default to Custom, and add the full URL path to your Javascript file.

    Personal Accounts with ProQuest RefWorks

    Integration with ProQuest RefWorks: By default, the New RefWorks is an option available to your users when they save citations in Summon. Change the setting to OFF if you do not want the New RefWorks to display as an option to your users.

    Display Export to SIPX Reading List Button

    Activate SIPX as an export option in Summon's Saved Items folder. SIPX subscription required - see Summon-SIPX Reading List Module to learn more about this discovery and course materials combination, where instructors can export Summon citations to SIPX and build a course reading list.

    Turning on the first setting (Integration with SIPX reading list) will display SIPX in the Export To drop-down menu in the Saved Items folder. By default this setting is OFF.
    Summon-SIPX integration

    The second setting above (Display SIPX reading list button) makes the SIPX Reading List export option more accessible to instructors by displaying a Send to SIPX Reading List button that can be clicked instead of having to use the Export To drop-down menu (see screenshot below).
    Sample Saved Items display including the optional SIPX reading list button:
    SIPX reading list button

    The New for instructors note next to the SIPX button can be customized (the button label can also be customized); see the Translations page in the administration console.

    Altmetrics

    Choose to display article level metrics to Summon users with citation badges from altmetric.com. Altmetric badges display information about an article's scholarly impact as expressed through online, social media and news mentions. Your institution does not need a subscription to Altmetrics. If you do have an institutional subscription, Summon currently can only display the Altmetrics version that does not require a subscription.

    Here is an example of the Altmetric badge displaying within the Preview section of a Summon record:
    Altmetric badge


    The Altmetric badge displays for an article when 1) there is a match on DOI or PMID and 2) the Altmetric score is greater than 0 (in other words, there is Altmetric data about the article). The Altmetric score displayed (67 in the example screenshot above) is the number of people that have mentioned the article.

    The Altmetric section of the Summon record includes a See more details link which opens up a new tab in your browser displaying an altmetric.com page including details such as the actual tweets, blog posts and news stories.
    To turn on Altmetric badges within Summon:

    Click the slider bar to change the admin console setting from Default to Custom and then select ON for both of the first two settings; Altmetric badges will start displaying in the Preview section of Summon records. The third setting below (Altmetrics in detail page) is for the A&I (Abstracting and Indexing) Details page.
    Altmetrics settings

    Open Access Indicator

    Select ON in order to make Open Access content more visible in Summon, as described in Summon: Open Access Filter.

    bX Recommender - Related Articles

    Use this section to configure Summon so that users are presented with additional article recommendations via Ex Libris' bX Recommender service.  See details at Summon: Providing Related Articles via bX Recommender.

    • Date Created: 12-Feb-2014
    • Last Edited Date: 3-May-2017
    • Old Article Number: 9954
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