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Basics of Summon and 360 Services

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Screenshot 2024-12-06 141210.pngThis training series is for institutions that use Summon as their discovery service and 360 Core / Client Center as their resource-management service.

These sessions cover the basics of those services, for library staff members new to the services.

Each session lasts one hour.360 Services Logo.png

 

Session Name Description Recording

Introduction and E-Resources Activation

This session will review your discovery services, like Summon and 360 Link, explain how to access the Client Center and add accounts, increase your understanding of the 360 Knowledgebase and the Central Discovery Index, and demonstrate the workflows for managing and activating your electronic resources. 60 minutes.

 

Download Presentation Materials

 

More Resources:

  • Databases that Require Customer Configurations
  • Offline Date and Status Editor for Updating Multiple Holdings at One Time
  • Valid Date Formats

29 January 2025

View Recording

Note: Captions on the recording were created by  an automated system and are not entirely accurate.

Customize Discovery, Business Intelligence Tools, and What’s New

This session will include demonstrations of how to customize your discovery services (Summon, 360 Link, and E-Journal Portal), how to use the business-intelligence tools (usage statistics, overlap analysis, etc.), and review new features added to Summon and 360 Services from August 2023 to February 2025. 60 minutes.

 

Download Presentation Materials

 

More Resources:

  • Configuring the Summon Service
  • E-Journal Portal Administration Console
  • 360 Link Administration Console
  • Business Intelligence Tools
  • Summon Release Notes
  • Summon - Creating a Search Box, Search Widget, or Carousel

05 February 2025

View Recording

Note: Captions on the recording were created by  an automated system and are not entirely accurate.

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    • Additional Training Resources
    • Recorded Training Sessions and Special Event Presentations for 360 Services, Intota, 360 KB, Summon, and Ulrich's
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