Summon: Basic Search

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Product: Summon

What is the Summon service's Basic Search interface, and how do we make changes to it?

How Basic Search Works in Summon 2.0

A basic Summon search is as easy as:

Search: Enter your search terms.
Refine: Use the filters and facets on the left side of your search results. For example, maybe you only want to view scholarly material.
Get: Click on an item to access it.

Just like searching the open web, you can indicate a phrase by putting quotation marks around the words. The query "teacher education" will find results with that phrase.

By default, a query searches a number of fields in CDI. To specify individual fields you would like to search, use the Advanced Search interface or see Metadata Content and Search Fields in the Central Discovery Index for a list of field names you can enter into the keyword search box.

How to Customize the Basic Search Interface

Common customizations for the keyword search area at the top of the Summon results page are listed below. These customizations are done on the Settings page in the Summon Administration Console.

Feature	Description
Favicon Logo, Page Title and Small Logo	The 3 items are highlighted below. The very small Favicon Logo in the browser tab, next to the Page Title. The Small Logo displays to the left of the keyword search box. Customizing the logos is done in the Logos section of the Administration Console. Customizing the Page Title is done in the General section of the Administration Console.
Custom Link, Feedback Link, and Help link	These links appear in the top menu or after selecting the Menu item in Summon. Custom Link – an optional link for which you can specify the link text or image, and the URL. (Customized in the Custom Link section of the Administration Console.) Feedback link – activate our Feedback Form. Patron feedback is sent to the Summon team at Ex Libris. If your institution would like to receive a copy of the feedback, enter a Feedback Email Address on the Administration Console. If your institution has a site for collecting feedback, you can use that site instead of the default feedback form. Feedback sent to your custom site will not be sent to Ex Libris. (Customized in the General section of the Administration Console.) Help link activates the Patron Help page that provides general search-query information for users. If your institution has a web page that you would like to use instead of the default, you can link to that page in place of the default. (Customized in the General section of the Administration Console.)
Languages	You can provide a language drop-down list within the menu area at the top of the page. Whenever possible, Summon detects the language configured in the user's browser and presents the Summon user interface in that language. If the language configured in the user's browser is supported in Summon, but the library does not have the language listed in their Languages drop-down list, Summon is still able to present the interface in the language of the user's browser. If the language configured in the user's browser is not supported in Summon, Summon will use the default language configured in the Languages section of the Administration Console. Users can select a new language at any time by using the Languages drop-down list. Only languages that are enabled in the Administration Console are displayed in the list. If only one language is enabled, the drop-down list will not be displayed. Language changes are not reflected in the page title, browser menu bar, browser toolbar or address bar.

Feature

Description

Favicon Logo, Page Title and Small Logo

The 3 items are highlighted below. The very small Favicon Logo in the browser tab, next to the Page Title. The Small Logo displays to the left of the keyword search box.

Customizing the logos is done in the Logos section of the Administration Console.
Customizing the Page Title is done in the General section of the Administration Console.

Custom Link, Feedback Link, and Help link

These links appear in the top menu or after selecting the Menu item in Summon.

Custom Link – an optional link for which you can specify the link text or image, and the URL. (Customized in the Custom Link section of the Administration Console.)
Feedback link – activate our Feedback Form. Patron feedback is sent to the Summon team at Ex Libris. If your institution would like to receive a copy of the feedback, enter a Feedback Email Address on the Administration Console. If your institution has a site for collecting feedback, you can use that site instead of the default feedback form. Feedback sent to your custom site will not be sent to Ex Libris. (Customized in the General section of the Administration Console.)
Help link activates the Patron Help page that provides general search-query information for users. If your institution has a web page that you would like to use instead of the default, you can link to that page in place of the default. (Customized in the General section of the Administration Console.)

Languages

You can provide a language drop-down list within the menu area at the top of the page.

Whenever possible, Summon detects the language configured in the user's browser and presents the Summon user interface in that language. If the language configured in the user's browser is supported in Summon, but the library does not have the language listed in their Languages drop-down list, Summon is still able to present the interface in the language of the user's browser. If the language configured in the user's browser is not supported in Summon, Summon will use the default language configured in the Languages section of the Administration Console.

Users can select a new language at any time by using the Languages drop-down list. Only languages that are enabled in the Administration Console are displayed in the list. If only one language is enabled, the drop-down list will not be displayed.

Language changes are not reflected in the page title, browser menu bar, browser toolbar or address bar.

Date Created: 9-Feb-2014
Last Edited Date: 15-Feb-2024
Old Article Number: 8753