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    Ulrichsweb: Getting Started

    • Product: Ulrichs

    How do I use the Client Center to administer my Ulrichsweb service?

    If your library subscribes to any Serials Solutions 360 service or Summon, please read the 360 Core and Client Center: Getting Started guide to familiarize yourself with the Client Center.

    If your library subscribes to Ulrichsweb and not to any 360 service, use this document to familiarize yourself with the Client Center

    This document is designed to get you familiarized as quickly as possible with the Ulrichsweb administration tools located in the Client Center. The information below is not intended to be a complete guide to everything about the Client Center; rather, it is a place to begin as you start to use the Client Center to administer your Ulrichsweb service.
    Rather than describing every tool available here on this page, we have provided links to key documents and videos throughout the Support Center that will explain the processes.
    This document has three sections; click the section title here to jump straight to that section:
    Getting Ready -- Get access to the Client Center and the Support Center.
    Getting Set -- Set up your library's Ulrichsweb service.
    Go! -- Monitor and optimize Ulrichsweb after your patrons and staff start using it.

    Getting Ready
    The Serials Solutions Client Center is the administrative interface for Ulrichsweb. A working understanding of the tools in the Client Center is necessary to administer Ulrichsweb.
    A. Client Center Access from Ulrichsweb
    To access the Client Center from the Ulrichsweb page, click the Admin link in the gray bar below the Ulrichsweb header.
    Ulrichsweb Administration Link
    You'll see the Client Center Login page:
    Client Center Login Page
    You'll be prompted to enter your username and password. In your New Client Center Welcome letter, you received your login information, which is your username (your email address) and a temporary password.
    If you can't find the Welcome letter, once you enter your email address, you can click Forgot your password? to have a new, temporary password sent to you.
    After you click Log In for the first time, you'll be prompted to create a new password, one that only you know.
    B. Client Center Access from Serials Solutions
    To access the Client Center from the Serials Solutions home page, click Client Center:
    Serials Solutions Home Page - Highlight Login Center
    You'll see the Client Center Login page:
    Client Center Login screen
    You'll be prompted to enter your username and password. In your New Client Welcome letter, you received your login information: your username (your email address) and a temporary password.
    If you can't find the welcome letter, once you enter your email address, you can click Forgot your password? to have a new, temporary password sent to you.
    After you click Log In for the first time, you'll be prompted to create a new password, one that only you know.
    C. Support Center Access
    Once you've logged into the Client Center, you'll find the link to the Support Center:
    Support Center Login
    To learn more about the Support Center and how it can help you with Serials Solutions services, there are documents and videos found in the Support Center itself:
    Read Icon
    Read about what kinds of information the Support Center provides.

    Play Video Icon
    Watch a short video overview of the basic Support Center functionality.
    Getting Set
    Knowing (A) the basic layout of the Client Center and (B) more about the Ulrichsweb Administration Console will allow you to optimize your Ulrichsweb.
    A. Navigate the Client Center
    This section provides information about available links on the Client Center home page.
    In the upper-bar of the Client Center home page, you'll find important links to information:
    Client Center Upper Bar



    Your Account: This link will lead you to a page where you are able to change your password.
    Support Center & Online Community: This page will lead you here to the Support Center, where documentation and short video tutorials are available. To learn more about the Support Center:
    Play Video Icon
    Watch a short video overview of the basic Support Center functionality.
    Contact Us: This link lead to general contact information to reach various departments at Serials Solutions
    Log Out: This link allows you to log out of the Client Center.
    On the left-hand side of the screen, you'll find more information about Serials Solutions:
    Left Hand Side
    News: Learn more about what's going on at Serials Solutions.
    Webinars: See upcoming webinars to learn more about our products.
    In Person: See which conferences and events Serials Solutions will attend.
    Products: Click on the name of each product to learn how each assists with discovery or management of your library's collection.
    For more information, read about the Client Center Home page navigation in the Client Center User Guide.
    B. Administration Console
    Play Video Icon
    Watch a short video: Administration Options.

    Go!
    Now that your Ulrichsweb options are set up and your service is optimized, you can monitor and assess your usage statistics.
    Read Icon
    Read about Ulrichsweb Usage Statistics(In the Client Center, under Business Intelligence Tools)

    Play Video Icon
    Watch a short video: Usage Statistics.


    • Date Created: 9-Feb-2014
    • Last Edited Date: 21-Feb-2014
    • Old Article Number: 8913
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