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    Summon: Saving Items (Citations)

    • Product: Summon

    Does Summon let users save citations so the items are readily available later?

    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.


    Saving Items in Summon 2.0

    Summon provides options for both the casual user wanting to save a single item, and the researcher wanting to save numerous citations.

    A user can right-click on an item's title link and copy the link to wherever the user wants to put it so that the item is readily available at a later date. When numerous items might want to be saved during the research process, there are two suggested methods. Search results can be saved to:
    • A user's account in the new and improved RefWorks, a permanent place for Summon users to manage their research.
      • Any Summon user can create an account for the new and improved RefWorks. This is true for both RefWorks subscribing institutions and those institutions that are not RefWorks subscribers. The version of the new and improved RefWorks a user receives - either a limited personal account or full institutional version - is based on whether or not the institution subscribes to RefWorks.
        • New RefWorks can be accessed by using the same username/password that was used in the product formerly known as Flow.
    • Summon's Saved Items temporary folder, where citations can be viewed, emailed, printed, and exported during a user's Summon session.
      • Libraries with Legacy RefWorks: The Saved Items temporary folder continues to offer the option to export to Legacy RefWorks.


    Saving an item always starts with a Summon user clicking the Add to Saved Items icon to the right of a citation:
    Save Item

    The Saved Items folder to the right of the Summon search box now displays a '1' to indicate the item has been added (Note that 50 is the maximum number of items that can be held in the temporary folder at any given time):
    Saved Items folder

    If a user is currently logged in to the new and improved RefWorks, clicking on the Saved Items folder takes the user to RefWorks' Recently Added screen where they will see the item they just saved. For all other users, clicking on the Saved Items folder will open the folder, providing all the options mentioned above.

    The rest of this document provides further details on both ways of saving items in Summon:

    Saving to the New and Improved RefWorks


    This method of saving Summon items provides the user with a permanent place for managing items they discover in Summon. Whether or not the institution has a RefWorks subscription, the user has access to citation management options in RefWorks such as creating and sharing collections of research.


    How It Works

    A Summon user with an account for the new and improved RefWorks can log in to RefWorks using the below RefWorks Log In link available in the menu on the top right corner of Summon (see below). Once logged in, Summon's Saved Items folder connects directly to the user's Recently Added page in RefWorks.
    Menu in header

    If a user adds items to their Saved Items folder, prior to logging in to RefWorks, those items will automatically move to RefWorks when the user logs in to Summon. A Summon user with a RefWorks account can also access their RefWorks account anytime by logging in directly to refworks.proquest.com.


    If a Summon user currently does not have an account for the new and improved RefWorks:

    They can set up an account by clicking the RefWorks Log In link mentioned above. The bottom of the login page provides the below No Account? - Sign Up here button for new users. Note that RefWorks account creation can also be done when the Summon user is viewing their Saved Items folder (see below section about saving to Summon's temporary folder).
    RefWorks sign up screen

    Summon identifies a user from an institution without a RefWorks subscription based on the Summon domain from which the user is coming from. The limited, free version of RefWorks provides significant research management capabilities. For a complete comparison list of capabilities (limited versus full version of RefWorks) see Page 2 of Summon - RefWorks integration.


    A Summon user currently in RefWorks can return to their Summon search by using the Back to Library Search link at the top of RefWorks:
    Return to Summon from RefWorks

    A Summon user who has not logged in to RefWorks will experience saving items via the Saved Items temporary folder described in the below section.


    A library can hide the RefWorks Log In link in Summon and disable the new and improved RefWorks option through the Personal Accounts with ProQuest RefWorks section of the Settings page in the Summon Administration Console.

     

    For additional information about RefWorks integration with Summon, see the New RefWorks: RefWorks and Summon LibGuide.

     


     

     

    Saving to Summon's Saved Items Temporary Folder


    The saved items feature lets users save citations in a temporary folder. Once saved, clicking on the Saved Items folder (described at the top of this article) provides options for viewing, emailing, printing and exporting.
    Saved items will be available for the duration of your search session, unless the session is open, without any activity, for the amount of time indicated in the library's Summon administration console (default setting is 120 minutes). Configure the amount of time in the Summon 2.0 Configuration section of the Settings admin page. If you would like to save your citations beyond the session, you can copy/paste, email, print or export your list to bibliographic management software.
    • Note that when a user firsts puts an item into their Saved Items folder, a message about the temporary folder displays briefly. To customize the default wording below, use the Translations page in the Summon Administration Console:
      • Default wording: This is a temporary folder, your saved items will be cleared when you leave or after an extended period of inactivity. You can export, email, or print your saved items at any time.
    • The user is again notified five minutes before the folder will be cleared due to inactivity.

    Saving Items in the legacy Summon interface

    The saved items feature lets Patrons save citations in a temporary folder. Once saved, citations can be viewed, emailed, printed and exported.
    On the search results page there is a Saved Items folder. By default, the folder is empty.
    Image
    To save a citation, click the folder icon located on the top right section of the citation that you would like to save. Once clicked, the icon will change to identify the item as having been saved.
    Save Item Folder
    Image
    Once items are added, the folder icon will change and the number of saved items will be displayed.
    Image

    Saved items will be available for the duration of your search session. If you would like to save your citations beyond the session, you can copy/paste, email, print or export your list to bibliographic management software.

    • Date Created: 9-Feb-2014
    • Last Edited Date: 25-Aug-2016
    • Old Article Number: 8845