My library is already providing the legacy Summon interface, where can we learn about the Summon 2.0 interface?
August 24, 2016 Update: This article does not reflect the UI improvements released today (see Summon: Release Notes).
This document has been prepared for those libraries changing to the Summon 2.0 interface from the legacy Summon interface. If your library is new to Summon and your question is whether your library is using the 2.0 interface, a quick way to tell is to view the search box on your Summon results page:
Search box in the Summon 2.0 interface:
Search box in the legacy Summon interface (includes links to advanced search and radio buttons below search box):
Each library has a Summon 2.0 preview environment that is configured with their holdings information and customizations. A library can access the dedicated preview site for their library at http://yourlibrary.preview.summon.serialssolutions.com, where "yourlibrary" is the same as the URL prefix of your current Summon site.
To enable Summon 2.0 for your institution, use the Support Portal option menu at the top of this page. The support team will activate the new user interface within 1-3 days. More opt-in information is available below in the Common Questions about Summon 2.0 section.
The rest of this document will explain the following:
Upcoming sessions and previously recorded sessions on Summon 2.0: Transition for Current Summon Clients are available.
- The left-side pane Facet pane (#1 below) for refining search results, including the Discipline facet as a default Facet and the ability to select multiple facets at one time
- The center pane Results pane (#2 below) displaying search results, including Automated Query Expansion for enhanced search recall, and Content Spotlighting for enhanced visibility of available source types.
- The right-side Explorer pane (#3 below) for previewing expanded metadata about an item, or exploring topical information presented via the Topic Explorer.
|Exclude Newspapers refinement: replaced with Content Spotlighting|
|Add Results Beyond your Library's Collection: moved to Advanced Search|
|Default facets now include the Discipline facet|
|Cleaner display of facets: some facets collapsed by default, facet counts viewed with mouse-over|
|Ability to select multiple facets at one time|
|Automated Query Expansion providing enhanced search recall for common topical searches|
|Content Spotlighting retains highest visibility for scholarly items and also ensures easy access to reference, newspaper, image content|
|Sort by Relevance/by Date now displayed alongside count of search results|
|New icons for Content Types|
|Enhanced use of full screen: Preview screen and Web of Science citations display on new right-side panel rather than displaying over search results|
|Infinite scroll instead of paging|
|Topic Explorer providing research guidance: topical reference information, suggested librarian, recommended research guides, related searches, related scholars|
|Right-side pane also used as the Preview screen providing additional metadata about the item|
|Advanced Search providing user-selected fields and Boolean opeartors|
|Automatic language detection of the browser|
|Saved Items folder has moved to top of screen|
- What do we need to do to turn on the 2.0 interface and features for our users?
- What if we're not ready to switch to the new 2.0 interface?
- Is there an additional cost for Summon 2.0?
- Will our library's URL for Summon be changing?
- If we use the API, is anything changing for us?
- Is ProQuest able to provide Summon 2.0 marketing materials?
- How do we learn more about Summon 2.0 features?
- Should I report Summon 2.0 bugs, enhancement requests, and questions any differently than how I report them for the current Summon interface?
- When will the new Summon Administration Console be available?
- Does the 2.0 interface support the same browsers as the legacy interface?
Consider Summon 2.0 customization options and then turn on Summon 2.0 for your institution!
After viewing the Summon 2.0: Transition for Current Summon Clients session (see the above Recorded Presentations and Training Sessions section), use the Customizing Summon for your Library recorded training session (1 hour 21 minutes) to get a comprehensive view of available options. To jump to a particular topic of interest to you, see the below Webex timestamps next to each topic:
Introduction to the Summon Administration Console (@00:40)
Look, Feel, Text, and Translations (@07:00)
Refinements and Facets (@21:20)
Integrated Content and Citation Tools (@29:25)
Connecting with Users and Sharing your Expertise (@39:00)
Linking to Content (@48:25)
More Ideas (@01:14:05)
A copy of the presentation slides used during the sessions is available here, and the Customization Checklist includes links to additional information in the Support Center. Libraries that wish to continue familiarizing themselves with Summon 2.0 functionality in their dedicated preview environment can do so without impacting their live Summon service.
Note that while customization functionality for the Topic Explorer is not yet available in the Summon Administration Console, you can request changes to the priority of sources for the Summon Topics feature, as well as make requests to turn individual sources on and off, by using the Support Portal option mentioned above. These changes can be requested and made while your Summon 2.0 site is still in preview.
Turning On Summon 2.0
- Summon 2.0 Overview PPT Presentation with screenshots and details regarding the new features and functionality available in Summon 2.0.
- Summon 2.0 User Guide Single page user guide with highlights of Summon 2.0 features. Standard and customizable versions available.
- Top 5 Things You Need to Know about Summon 2.0 Single page overview of Summon 2.0 features and functionality.
- Summon 2.0 Datasheet - Two page document highlighting ten areas of the enhanced Summon experience.
- Summon 2.0 LibGuide - a site providing Summon training for users and for librarians. The LibGuide is available here.
- Note that this training session does not cover specific details about Summon 2.0 customization options; the session will point you to a follow-up training session for a comprehensive, detailed view of customization options.
Should I report Summon 2.0 bugs, enhancement requests, and questions any differently than how I report them for the current Summon interface?
- Date Created: 9-Feb-2014
- Last Edited Date: 20-Sep-2016
- Old Article Number: 8850