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    Summon: Basic Search

    • Product: Summon

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

    Libraries using the legacy Summon interface should jump here. If you are not sure if your library uses the legacy or the 2.0 interface, compare your Summon search box to the legacy and 2.0 search boxes displayed in the Summon 2.0 overview.

    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 the Summon index. To specify individual fields you would like to search, use the Advanced Search interface or see Metadata Content and Search Fields in the Summon 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.
    logos and page title

    Custom Link,
    Feedback Link,
    and
    Help link
    The 3 items are highlighted below along the top right of the Summon page.
    header links


    The Custom Link is 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.)

    By default, the Feedback link will activate our Feedback Form. Patron feedback is sent to the Summon team at Serials Solutions. 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 Serials Solutions. (Customized in the General section of the Administration Console.)

    By default, the 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 below the help link.
    menu


    Whenever possible, Summon will detect the language configured in the user's browser and present 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. (Customized in the Languages section of the Administration Console.)

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

    How Basic Search Works in the Legacy Summon Interface

    There are two types of search interfaces for Summon: Basic and Advanced.
    The Basic Search interface includes a single search box with several customizable features:
    Summon - Basic Search - Annotated
    Each feature is described in the table below. To customize a feature for your library, make changes on the Summon Administration Console. In most cases, the customizations are made in the Generalsection of the Administration Console; those customizations made elsewhere are indicated in the table.
    Feature
    Description
    Page Title The Page Title is displayed on the window's title bar. After a search is performed, the query terms will be displayed on the title bar preceding the page title.
    Favicon Logo When your site is saved as a favorite, the Favicon Logo will be displayed next to your site name. The Favicon is also displayed next to the URL in the browser address bar. (Customized in the Logos section of the Administration Console.)
    Help Link By default, the Help link will activate the patron help page that provides general search-query help information. If your institution has a web page that you would like to use instead of the default, this link can be changed to point there.
    About Link By default, the About link goes to a page with information about Summon. If your institution has a web page that you would like to use instead of the default, this link can be changed to point there.
    Feedback Link By default, the Feedback link will activate our Feedback Form. Patron feedback is sent to the Summon team at Serials Solutions. 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 Serials Solutions.
    Languages When a patron selects a language from the drop-down menu, the text within the window is automatically changed. Language changes are not reflected in the page title, browser menu bar, browser toolbar or address bar.

    Only languages that are enabled in the Languages section of the Administration Console are displayed in the drop-down box. If only one language is enabled, the drop-down box will not be displayed at all.
    Large Logo The Large Logo is displayed above the search box on Summon's standard search page. (Customized in the Logos section of the Administration Console.)

    • Date Created: 9-Feb-2014
    • Last Edited Date: 25-Aug-2016
    • Old Article Number: 8753
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