- 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:
For Internet Explorer 7 users, the browser displays check boxes instead of the Custom/Default slider bar.
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.
Use the General settings to modify your search-page display:
Change the slider bar to Custom for the setting you want to change.
Modify the general settings as needed:
General Settings Field Description
Type the text to be displayed on the browser title bar.
Type the URL of your institution's library.
Force HTTPS via redirect
While your site may be HTTPS compliant, URLs from outside of your site (such as bookmark and email links or links typed in the browser’s address
bar) may be referred across HTTP rather than HTTPS. When this option is ON, any referring URL will be redirected over HTTPS regardless of the original URL.
Feedback Email Address
Type an email address if your institution would like to receive a copy of the feedback that has been submitted using 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.
Feedback Client Email Required
Select ON to make feedback client email a requirement.
For libraries using the legacy Summon interface, a user is not required to submit an email address. This setting cannot be configured differently.
Type your site URL if you want to use your own site for feedback. Feedback can be set either to the Summon default form or to your custom site.
Type your site URL if you want 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.
If you prefer that the end user Help link goes to your own Help page, enter the URL. Remember to include http:// at the beginning of any URL address you enter.
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.
Standard Autocomplete Enabled
When set to ON, this option provides suggestions while users type their search queries. For more information, see Summon: Autocomplete Feature.
Enhanced Autocomplete Enabled
When set to ON, this option provides suggestions from the following sources (if enabled in Admin Console) while users type their search queries: Popular Searches, Topics, Best Bets, and Database Recommendations. This option is disabled by default.
When enabled, this feature overrides the Standard Automplete feature.
For more information, see Summon: Enhanced Autocomplete Feature.
Query Suggestions Enabled
Related Searches displaying at the bottom of the Summon results page are ON by default. Select OFF to disable.
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 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
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 setting Disable OneClick for IE to ON. In certain configurations 1-Click does not work properly with IE.
Google Analytics Tracking Code
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.
Default Number of Search Results
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.
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 this setting will take 24-72 hours to process.
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, which allows them to 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.
Enable Citace.com export option
When this selection is ON, the user action to export to Citace.com is enabled.
Click Save Settings.
Use the Search Results settings to modify settings associated with the 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.
The Show Rollups setting 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.
The Show Image Spotlighting setting 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.
The Show Permalink setting 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.
The Shorten Permalink setting is OFF by default. When it is set to ON, the system will generate a permanent link in the TinyURL format when the Permalink icon is selected for a record in the Summon search results. For more information, see https://tinyurl.com/.
The Merged document physical priority setting is OFF by default, which means that sort priority is given to the electronic format of the record over the physical format when both formats are available. When set to ON, priority is given to the physical format of the record. In either case, the records from your library catalog are listed first.
The Citation Trail Displays setting is OFF by default. When set to ON, the Summon Record displays citation links (Cites and/or Cited by) if the record cites other records or is cited by other records. For more information about Citation Trails, see Summon: Citation Trails.
The Related Items setting is OFF by default. When set to ON, the Summon Record allows users to view additional information related to the item (such as book chapters and reviews). For more information about related items, see Summon: Contextual Relationships.
The Research Article Identifier setting is OFF by default. When set to ON, the Summon Record displays the Original Research label and page count above each journal article listed in the Summon results when any of the following criteria is true of the article:
Subject_terms contains Original Search.
Subtitle equals Original Article.
Title equals Review Article.
Is_peer_reviewed equals true.
For more information about the Original Research indicator, see Summon: Glanceability Feature.
Logos must be in the appropriate file format and size to display in the Summon service. Refer to the table below for specifications:
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.
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 appears to the left of the search box on the results page. This image will be linked to your library's home page.
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.
Change the slider bar to Custom for the logo you want to upload.
Click Select file and browse to (and open) your new logo.
Click Save Settings.
Uploading a new logo will replace (delete) any logo currently saved in that position.
For more information, see Basic Search.
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.
Change the slider bar to Custom for the setting you want to change.
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.
Click Save Settings.
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.
By default all facets are Enabled except the Institution facet that applies to libraries using a union catalog in Summon.
Change the slider bar to Custom for the setting you want to change. By default, all below settings are set to ON.
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.
Other institutions' library locations do not display in the facet, only locations associated with the user's institution.
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.
Click Save Settings.
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.
Change the slider bar to Custom for the Library Location Whitelist.
Use the drop-down menus on the right to select available library locations:
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.
Change the slider bar to Custom for the Institution Whitelist.
Use the drop-down menus on the right to select available institutions.
View the How to Customize Exporting, Emailing, and Printing Citations section of Exporting Search Results to learn about customization options for exporting to RefWorks.
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.
Change the slider bar from DEFAULT to CUSTOM.
Select the On radio button to enable Syndetics Plus (which activates all enrichment features except cover images), Syndetics Cover Images, or both.
Type your Syndetics ID into the field.
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.
Click the Save Settings button at the bottom of the Settings page.
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:
Here is the settings screen in the administration console:
Change the Language Selection slider bar to Custom.
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.
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.
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
AGLC3 (Australian Guide to Legal Citation, 3rd Edition)
Change the slider bar to Custom for Format Selection.
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.
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.
This feature allows you to display or hide sections of the Advanced Search screen. The OFF setting hides the feature.
If you want to customize any of the fields listed in the table below, change the field's slider bar to CUSTOM.
If you change the slider bar back to DEFAULT, the field's setting will return to the default value.
Advanced Search Settings Field Description
Advanced Search Enabled
Displays a link to the Advanced Search page, which allows users to construct more sophisticated search queries in Summon.
Custom Search Fields Enabled
When set to ON, the custom search fields specified in the Custom Search Fields field are used instead of the defaults. Click Options to display the Custom Search Fields field.
Custom Search Fields
Allows you to customize the search fields and search rows that display in advanced searches. These customizations allow you to specify the following: searchable fields, default search field per search row, and conditional operator between search rows. By default, advanced searches display at least two search rows.
Click CUSTOM and then specify the following customizations as needed:
To enable a search field, drag and drop the field to the Enabled column.
Default search field
Select a default field per search row. The default is All Fields.
Default conditional operator
Select one of the following conditions to apply between two search rows: AND, OR, and NOT.
Add search row
Click Add a row to add another search row, which will require you to specify a default search field and a conditional operator.
Limit To Filters Enabled
When set to ON, users are permitted to limit their searches to the options specified in the Limit To Filter field. Click Options to display the Limit To Filter field.
Limit To Filters
The following limit-to filter options are supported when the Limit To Filters Enabled field is set to ON:
Items with full text online – Allows users to limit their results to items with online full-text.
Scholarly materials, including peer-reviewed – Allows users to limit their results to journals that have a scholarly designation from Ulrich's.
Peer reviewed publications – Allows users to limit their results to 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.
Open Access items only – Allows users to limit their results to content identified as Open Access.
Items in library catalog – Allows users to limit their results to items in your library catalog.
To enable an option, click CUSTOM and then drag and drop the option to the Enabled column.
Exclude from Results Filters Enabled
When set to ON, users are permitted to exclude types of materials (as specified in the Exclusion List field) from their advanced searches. Click Options to display the Exclusion field.
The following exclusion options are permitted when the Exclude from Results Filters Enabled field is set to ON: Newspaper articles, Book Reviews, and Dissertations.
To enable an option, click CUSTOM and then drag and drop the option to the Enabled column.
Dates Published Filter
Displays the month and year search-limiting fields.
Expand Your Results Filter
Allows results from outside the library's collection to display.
Enable Content Type Selection Block
When set to ON, users can limit their searches to a specific type of content (such as a book or article).
Enable Language Selection Block
When set to ON, users can limit their searches to a specific language.
Enable Discipline Selection Block
When set to ON, users can limit their results to content related to a specific discipline (such as law or medicine) in advanced searches.
Search within Journal Widget
When set to ON, this option enables the journal title search widget on the Summon results page to allow title searches within a journal. Summon will display the widget for journals when the search query either contains at least three words that match the journal's title or contains an acronym for the journal's title. Acronyms must not contain any punctuation, and each of its letters must be capitalized—for example, JAMA.
When clicked, it allows users to search within the selected journal.
Journal Title Search from Journal Link
When set to ON, this option enables the journal title search link in the results.
When clicked, it allows users to search within the selected journal.
This is enabled only for citations labeled "Journal Article." It will not display for magazine or newspaper articles.
Search Button Above Form
When set to ON, this option displays an additional Search button above the form. This button is in addition to the Search button that displays below form and has the same functionality.
Saved Search Enabled
When enabled, users can select one of the following cloud drives to which they can save searches between Summon sessions: Google Drive and Microsoft OneDrive. For users who have not signed in to a Google or Microsoft account, their queries will be saved for the current session only. For usage information, see Summon: Saving Searches.Save Search IconTo specify which types of cloud drives are available to users:
Select Custom and set the field to ON.
Select Options and drag the permitted cloud drives to the Enabled column.
Select Save Settings.
Users will not be able to access any saved searches on their cloud drives directly.
When performing searches on a public computer, it is recommended that users sign out of their Google and Microsoft accounts directly when they are done with their sessions.
If you want to use the custom settings for a field, make sure that the field's slider bar is set to ON.
The OFF setting will retain your customizations, but they will not appear in Summon.
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:
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.
From the Basic Search screen, the Content Type facet can be used to remove newspaper articles from a search results set. Newspaper articles are automatically grouped together in a single area of 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. Note that this check box will not appear when results are refined to the library catalog.
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.
Change the slider bar to Custom for the setting that you would like to change.
Make changes to any field by selecting the appropriate radio button: OFF hides the filter.
Click Save Settings.
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:
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.
Click the Url slider bar and change to Custom.
Enter your Url address in the field. (Note: Remember to include "http://" at the beginning of your Url address.)
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.
Click Save Settings.
By default, the Topics section displays above the Custom Panel section on the results page in Summon. For more details on the Topics section, see Summon: Summon Topics.
The Topics page allows you to configure various settings associated with the Topics section (such as the position of the Topics section and the source of the topics).
Click the DEFAULT slider bar for each of the following options:
Topics Settings Field Description
Topics Encyclopedia Priority
This option enables the sources that are used to provide topics and defines the priority given to each source.
Enable/Disable a source:
To enable a source drag it to the Enable column. Sources in the Disable column will not be used for topics.
Assign priority to a source:
Highest priority is given to the sources at the top of the Enabled column. To increase a sources priority, drag it to a position closer to the top of the list. To decrease the priority, move the source down in the list. The following sources are currently available for prioritization:
Oxford University Press (if the library has a subscription)
Credo Reference (if the library has a subscription)
Encyclopedia Britannica (if the library has a subscription)
Gale Virtual Reference Library (if the library has a subscription)
JapanKnowledge (if the library has a subscription)
Topics display below Custom blocks
When set to OFF (default), the Topics section displays above the Custom Panel section.
To display the Custom Panel section first, set this field to ON.
This setting allows you to configure the following:
Specify which types of topics appear in the Topics section. Drag and drop a type to the Disabled column if you do not want to display it.
Specify the order in which the types appear in Topics section. Drag and drop each type to its desired position in the list. Items at the top of the list will appear first.
By default, all types of topics are enabled and appear in the following order:
Recommended Research Guides
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:
Drag and drop resource names from the Unordered column to the Ordered column.
Drag and drop resources within the Ordered column to re prioritize resources.
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.
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.
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.
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):
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:
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
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:
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.
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 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 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
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):
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
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.
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:
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.
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.
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-Oct-2018
- Old Article Number: 9954