The Summon Service User Guide

To read about a particular subject, click the title and you'll be taken to the document elsewhere in the Support Center that addresses that subject.

• The Central Discovery Index (CDI)

  • Provider Content in the Central Discovery Index
  • Origin of Summon Records, Participating Providers, and Update Schedules
  • Metadata Content in the Central Discovery Index
  • Content Types Definitions
  • Central Discovery Index Update

• The Summon User Interface

  • Logos
  • Advanced Search Page URL Address
  • Cover Images

• The Summon Administration Console

  • Administration Console User Guide
  • Administration Console: Settings
  • Support for Web-Based Proxies
  • Authentication Banner for Remote Users
  • IP Addresses Do Not Appear in Summon Administration Console

• Understanding Subscription Resources in the Summon Service

  • Data Optimization Checklist
  • Full-Text vs. Abstracting and Indexing Content
  • Choosing Encyclopedia Britannica Databases
  • Including Abstracting and Indexing Databases
  • E-Books FAQ
  • Subscription Rights in the Summon Service
  • ARTstor Images Require Browser Pop-Ups

• Getting Local Collections Loaded into the Central Discovery Index

  • Exporting Catalog Holdings - Uploading to the Central Discovery Index
  • MARC Mapping Spreadsheet. Instructions, and Policy
  • Catalog File Naming Conventions
  • Content Types Definitions
  • Union Catalog Support
  • Including Your Library's Institutional Repository
  • Mapping OAI-DC fields in Institutional Repositories to Summon Search Fields
  • Real Time Availability Throttling
  • Including LibGuides in the Summon Service
  • Including Non-Bibliographic Content in the Central Discovery Index
  • Catalog Records Returned: Summon Search Versus a Catalog Search

• Updating Existing Local Collections Loaded in the Central Discovery Index

  • Deleting Catalog Records from the Central Discovery Index
  • Handling a New Full Load of Library Catalog Records to the Central Discovery Index
  • Changing Your Library Catalog or Institutional-Repository Link

• Open Access Content in the Summon Service

  • Index of HathiTrust Documentation in the Support Center
  • Choosing a HathiTrust Database and Content
  • Including Open-Access Resources

• User Authentication in the Summon Service

  • Authentication Banner for Remote Users
  • Support for Web-Based Proxies

• Including Library Managed Holdings in the Summon Service

• Direct Linking in the Summon Service

  • Linking to Results
  • Index-Enhanced Direct Linking FAQ
  • Index-Enhanced Direct Linking to Provider Content
  • Setting Priority Order for Index-Enhanced Direct Linking to Provider Content
  • Index-Enhanced Direct Linking Special Providers
  • Linking to Catalog Records
  • Summon: Linking to Institutional Repositories
  • Linking to A&I (Abstracting and Indexing) Content

• Configurations within the Summon Administration Console

  • Settings
  • Google Analytics
  • Chat Widget Settings
  • Database Recommender Settings
  • Best Bets Suggestions Settings
  • Basic Search Interface Customizations
  • Advanced Search Interface Customizations
  • Metadata Mapping Tool
  • Usage Reports in the Summon service
  • Catalog Detail Page
  • Custom Text Editor

• Configurations Outside of the Summon Administration Console

  • Web of Science Integration Feature
  • Search Boxes and Search Widgets
  • Create a Search Box or Search Widget
  • Using the Summon API
  • Integration with VuFind using the Summon API

• Searching in The Summon Service

  • User (Patron) Access
    • Responsive Design (only for Summon 2.0)
    • Using Mobile Devices
    • Problems Authenticating Remote Users

• Search Features

  • Basic Search
  • Advanced Search Interface
  • Boolean, Phrase, Wildcard and Proximity Searching
  • Autocomplete Feature
  • Database Recommendation Feature
  • Emphasizing a Search Term
  • Native-Language Searching in the Summon Service
  • Stop Words in the Summon Service
  • 880 Catalog Record Field Display
  • How to Add Results Beyond Your Library's Collection
  • Augmenting Your Library's Physical Collection With Full-Text Indexing

• Search Results

  • Topic Explorer (only for Summon 2.0)
  • Summon Topics (only for Summon 2.0)
  • Suggested Librarian (only for Summon 2.0)
  • Recommended Research Guides (only for Summon 2.0)
  • Summon Record Contents and Display
  • Item Preview
  • Sorting Search Results
  • 880 Catalog Record Field Display
  • Display of Call Numbers and Dewey Numbers
  • Relevance Ranking in the Summon Service
  • Missing Article or Book Citation in Search Results
  • Content Spotlighting (only for Summon 2.0)
  • Search Result Facets
  • Disciplines in the Central Discovery Index
  • Subject Terms
  • Book and E-Book Facet Behavior
  • Results Counts vs. Facet Counts
  • Real Time Availability of Search Results in Library Catalog
  • Availability Statuses in the Summon Service
  • "Full Text Online" Availability Status Policy
  • Automated Query Expansion (only for Summon 2.0)
  • Related Searches
  • Create RSS Feeds for Searches

• Using Results

  • Exporting Results Citations
  • Saving Citations

• Help, Troubleshooting and Community Resources

  • System Status Page
  • Additional Recorded Training Sessions and Special Event Presentations for 360 Services, Intota, 360 KB, Summon, and Ulrich s
  • Summon End User Feedback Form
  • Problems Accessing Your FTP Site
  • Problems Authenticating Remote Users (Patrons)
  • Remote Authentication Methods
  • Troubleshooting Server Not Found Errors and Local ISP Issues
  • Help for Patrons
  • Clients Mailing List: Signup Instructions
  • Joining an Ex Libris User Group

• Frequently Asked Questions (FAQs)

  • Accessibility
  • Index-Enhanced Direct Linking FAQ
  • Administration Console: Frequently Asked Questions (FAQ)
  • E-Books FAQ
  • Discipline-Scoped Searching FAQ

• Release Notes and Updates

• Date Created: 21-Feb-2014
• Last Edited Date: 11-Mar-2023
• Old Article Number: 10433