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    Summon: Exporting Search Results and Saved Citations

    • Product: Summon

    Can citations be exported from the Summon service?

    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.

    Exporting Search Results and Saved Citations in Summon 2.0

    The Summon service supports exporting, emailing, and printing citations in the user's Saved Items folder at the top of the Summon results page. Citation management is also available through the Item Preview pane when a user previews an item in the search results set.
    Export, email, and print options in the Saved Items folder (note the screenshot below does not yet reflect the UI changes released in August 2016):
    Saved Items


    The Choose a Citation Format drop-down menu provides the following citation styles:

    • APA (American Psychological Association): 6th Edition
    • AMA (American Medical Association): 10th Edition
    • MLA (Modern Language Association): 7th Edition
    • Uniform (Uniform Requirements for Manuscripts Submitted to Biomedical Journals)
    • Chicago 16th Edition (Notes & Bibliography)
    • Harvard: Author-Date
    • AGLC3 (Australian Guide to Legal Citation, 3rd Edition)
    • Oxford Style
    • AGPS Press - Style Manual, 6th Edition
    • SN ISO 690:2011 (Citace.com)

    The Export drop-down menu offers:
    • Legacy RefWorks:
      • A user already logged in will see their exported citations in their Last Imported folder. The Summon to RefWorks export is based on the user's browser cookie for RefWorks.
      • A user not already logged in to RefWorks will be prompted to log in.
    Citation Management Tool What User Experience
    RefWorks Direct export
    The experience depends on which version of RefWorks is being used:
    • New and improved RefWorks:
      • A user already logged in will see their exported citations in RefWorks' Recently Added page. The Summon to RefWorks export is based on the user's browser cookie for RefWorks.
      • A user not already logged in to RefWorks will be prompted to log in.
    EasyBib Direct export User is taken to the Import screen in EasyBib. A user that is not already logged in to EasyBib can choose to log in, or import the citation into the temporary project space that EasyBib offers without a login.
    EndNote .ris file is sent to user's browser If the user's browser has EndNote Web enabled, the browser will use it with the .ris file. If the browser instead is set to open .ris files with the EndNote client, the browser will launch the EndNote client.
    BibTex .bib file is sent to user's browser If the browser has been set up to open .bib files with BibTex, then the browser will launch BibTex. Otherwise the .bib file can be saved and imported into BibTex.
    Citavi .ris file is sent to user's browser If the browser has been set up to open .ris files with Citavi, then the browser will launch Citavi. Otherwise the .ris file can be saved and imported into Citavi.
    SIPX Reading List Direct Export A user that is already logged in to SIPX will see their exported citations in their SIPX content area, from which they can start building reading lists.

    A user that is not already logged in to SIPX will be prompted to do so.

    Note that a SIPX subscription is required - see additional details below in the How to Customize Exporting, Emailing, and Printing Citations section.

    Selecting a citation management tool in the Export drop-down menu automatically triggers the export.
    Zotero and Mendeley users can export citations in Summon as they would in other online environments: Zotero users need to have the Zotero plugin installed in Firefox, and Mendeley users need to have the Mendeley Web Importer bookmark in place.
    • Zotero and Mendeley users' needs can also be met by Summon's .ris and .bib export options listed above. The Translations page in the Summon Administration Console is where you can customize labels such as EndNote and enter custom labels such as RIS (EndNote and Mendeley).

    Note the ProQuest RefWorks banner below the export, email, and print options. All Summon users have the option to utilize the new and improved RefWorks for ongoing management of their research. See Saving Items (Citations) for more information.
    • Note that a library can disable the ProQuest RefWorks banner through the Settings page in the Summon Administration Console.

    How to Customize Exporting, Emailing, and Printing Citations

    In the Settings page in the Summon Administration Console:
    • Use the Citation Formats section to specify which styles are displayed to your users.
    • Use the RefWorks section to provide a custom RefWorks Export URL if needed. The default URL is valid for most U.S. clients: http://www.refworks.com/express/ExpressImport.asp. Canadian libraries: it has been reported to us that you should use http://refworks.scholarsportal.info/...ressImport.asp.
      • Note that the Always Proxy RefWorks Export and Never Proxy RefWorks Export do not apply to Summon 2.0, they only apply to the legacy Summon interface.
    Image
    • Use the Display Export to SIPX Reading List Button section to turn on integration with SIPX Reading List (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.
    Turn SIPX integration ON
    • 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).
      • If you activate the SIPX button, users will continue to see SIPX as an option in the Export To drop-down menu.
      • The New for instructors note next to the SIPX button can be customized (the button label can also be customized); see the information below about the Translations page where you can enter custom wording.
    SIPX button


    Use the Translations page in the Summon Administration Console to customize labels and notes in the Saved Items folder.

    Exporting Search Results and Saved Citations in the legacy Summon interface

    The Summon service supports exporting, emailing, and printing citations in the user's Saved Items folder in the bottom right corner of the Summon results page.
    Export, email, and print options in the Saved Items folder:
    Image
    The left-side Search Results Format column provides the following citation styles:
    • APA (American Psychological Association): 6th Edition
    • AMA (American Medical Association): 10th Edition
    • MLA (Modern Language Association): 7th Edition
    • Uniform (Uniform Requirements for Manuscripts Submitted to Biomedical Journals)
    • Chicago/Turabian: 15th Edition, Author-Date
    • Harvard: Author-Date
    The top-left Export options include:
    Citation Management Tool What User Experience
    RefWorks Direct export Unauthenticated users are taken care of by proxying the call to RefWorks. See the below How to Customize section for additional options.
    EndNote .ris file is sent to user's browser If the user's browser has EndNote Web enabled, the browser will use it with the .ris file. If the browser instead is set to open .ris files with the EndNote client, the browser will launch the EndNote client.
    BibTex .bib file is sent to user's browser If the browser has been set up to open .bib files with BibTex, then the browser will launch BibTex. Otherwise the .bib file can be saved and imported into BibTex.
    Selecting a button for a citation management tool automatically triggers the export.
    Zotero and Mendeley users can export citations in Summon as they would in other online environments: Zotero users need to have the Zotero plugin installed in Firefox, and Mendeley users need to have the Mendeley Web Importer bookmark in place.
    Email and Print buttons are in the top right section of Saved Items.

    How to Customize Exporting, Emailing, and Printing Citations

    In the Settings page in the Summon Administration Console:
    • Use the Citation Formats section to specify which styles are displayed to your users.
    • Use the RefWorks section to:
    Image
    Use the Translations page in the Summon Administration Console to customize labels and notes in the Saved Items folder.

    • Date Created: 9-Feb-2014
    • Last Edited Date: 3-May-2017
    • Old Article Number: 8785
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