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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:

    Summon_SavedSearches_ExportTo.png

    The first drop-down menu (which defaults to As shown on search results) allows users to select from 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 To drop-down menu offers the export options listed in the following table. Selecting a citation management tool in the Export drop-down menu automatically triggers the export.

    For 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.

    • Users' needs can also be met by Summon's .ris and .bib export options.

    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.

    • 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.

    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.

    Citace.com

    Direct export

    Users that are already logged in will see the citations in their citation lists. Otherwise, they will be prompted to log on first.

    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.

    • A library can disable the ProQuest RefWorks banner through the Settings page in the Summon Administration Console.

    • 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).


    How to Customize Exporting, Emailing, and Printing Citations

    On the Settings page in the Summon Administration Console:

    • Use the Citation Formats section to specify which styles are displayed to your users.

      Summon_Settings_CitationFormats.png

    • 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/express/ExpressImport.asp.

      Summon_Settings_Refworks.png

      For the legacy Summon interface, configure the following options:

      • 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/express/ExpressImport.asp.

      • Have Summon Always Proxy RefWorks Export or Never Proxy RefWorks Export, rather than the default setup where Summon proxies the call to RefWorks for unauthenticated users and Summon does not proxy the call for authenticated users.

      Image

    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.


    • Date Created: 9-February-2014

    • Last Edited Date: 20-February-2019

    • Old Article Number: 8785

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