Client Center Quick Guide:

Transcription

1 Client Center Quick Guide: Overview: The Client Center What is the Client Center? The Client Center is the administrative tool that powers all of your Serials Solutions services. By reporting your subscription resources in the Client Center, Serials Solutions knows what results to show in your patron- facing services, like 360 Link and Summon. Your Client Center profile also offers the ability to customize the user interfaces of your patron- facing services. Furthermore, tools to assist with collection development and assessment in the Client Center allow you to view usage statistics and title overlap between collections. What are your Serials Solutions Services?

2 Summon is your web- scale discovery search tool. Summon enables your patrons to conduct a quick and comprehensive search within the breadth of your library s collection from books and videos to e- resources such as articles and dissertations. A library can make the Summon service available to users on any web page. 360 Link is your OpenURL link resolver. 360 Link helps your patrons locate and access full text items in your collection. E- Journal Portal is your library s A- Z list of e- journals and e- books. The E- Journal Portal provides one site to quickly search your library s full text journal and e- book holdings. For more information about any or all of these services: View any or all of the following Quick Guides: Summon Quick Guide 360 Link Quick Guide E- Journal Portal Quick Guide

3 How does the Client Center work? KnowledgeWorks is the Serials Solutions eresource knowledgebase accessed via the Client Center. Content providers worldwide work with Serials Solutions to make accurate metadata about e- journals, e- books, and more available in KnowledgeWorks. Once a library identifies a resource in KnowledgeWorks as being part of the library's collection, the resource is updated automatically whenever KnowledgeWorks is updated with changes to the resource, such as a location change or dropped titles. For your users, updates in KnowledgeWorks provide accurate and reliable e- resource access. The Summon Index is the Unified Index which is queried when users conduct a search from the Summon interface. The Summon Index enables item- level content (journal articles, dissertations, and more than 80 other types of content) from thousands and thousands of providers to be searchable in the same way, along with content from local collections such as your catalog. When a user searches in Summon, the system queries the Summon Index, and results are filtered to show only content that is available to the library. Summon filters these results based on the library's holdings listed in their Client Center profile. For more information about Summon: View the Summon Quick Guide. While Summon depends on data from KnowledgeWorks to determine what results to show on a Summon results page, KnowledgeWorks and the Summon Index are two separate knowledge bases. There are many resources available in KnowledgeWorks whose item level metadata has yet to be loaded into the Summon Index. If you activate a subscription resource in your Client Center using data from KnowledgeWorks, and items from this database are not returned in Summon search results after two days, please contact your Serials Solutions representative to request that this content be added to Summon To contact your Serials Solutions Representative: See the Additional Resources section below for Serials Solutions contact information).

4 Configuring and Maintaining your Serials Solutions Services In order for the your Serials Solutions services to work most effectively for your institution, aspects of the software need to be configured and/or maintained as your collection changes over time. Most library- specific aspects of these services are handled via your Client Center profile. Client Center profile The below aspects of your Serials Solutions services can be viewed and/or updated by logging into your institution s Client Center profile. To log in to your Client Center profile: From click on the Client Center link at the top of the page. Log in to the Client Center with your User Name and Password. Your User Name is your address. If you believe a Client Center account exists for you but you cannot recall your password, use the "Forgot your password?" link to receive an with a re- set password. To have an account set up for you, contact a colleague who has an account. If this person is not able to set up a new account in the Client Center Accounts section, please contact the Serials Solutions Support Team and we can identify who at your institution has account setup permissions. Your Library Settings Information about your IP addresses and link resolver are reported and maintained in the Library Settings section of your profile. If your library uses a Proxy for permitting access to resources from outside of the library, your proxy information would also be included in Library Settings.

5 View/edit settings: From your Client Center profile, go to Manage Your Library > Library Settings. Your Subscription Resources Subscriptions to your full text and/or bibliographic resources such as abstracting and indexing databases are identified and selected within the Data Management section of the Client Center. By including your subscription resources in the Data Management page, Serials Solutions can determine what results to show your users in Summon, 360 Link and the E- Journal Portal. To view a complete list of the subscription databases activated for your library: From your Client Center profile, go to Management Tools > Data Management. Within Data Management, common actions are listed below. Please note that actions do not affect your E- Journal Portal or 360 Link users for one day and Summon users for two days during which data update processes are executed. Add a subscription: Use the e- Catalog to search for the resource. The e- Catalog (which queries KnowledgeWorks) can be searched at the provider, database, or title level. Click on the item you want to add to your Data Management profile, and click the Edit button to change the Status to Subscribed. By default, the Display In your Serials Solutions services should be checked for each service. If there is reason to not display a resource in a particular Serials Solutions

6 service, uncheck the appropriate Display In box. Please note: you should contact your Serials Solutions representative, or the Serials Solutions Support Team, if you encounter either situation below - If you are adding a database and your institution subscribes to only select titles in the collection, you will want to learn how to select the titles in your subscription. If you are not able to find the resource in the e- Catalog, you will want to find out if the resource can be added to KnowledgeWorks and the Summon Index. Remove a subscription: In your Data Management profile, locate the resource you no longer subscribe to, and click on the database name. Click Edit, change the Status to Not Tracked, and click Save. Utilize the Display In check box if you are continuing to subscribe to the resource however you do not want the resource to display in the a specific service. Customization Options You can customize the look and feel of your patron- facing services in the Administer your Products section of the Client Center. To customize a service, find the service name in the grey bar and click on Administration Console to view customization options (see 360 Core for your E- Journal Portal Administration Console). For more information about customization options for any or all of these services:

7 View any or all of the following Quick Guides: Summon Quick Guide> Your Summon Settings 360 Link Quick Guide > Your 360 Link Customizations E- Journal Portal Quick Guide > Your E- Journal Portal Customizations Collection Development Tools Tools designed to assist you with collection analysis and collection development decisions exist in the Business Intelligence Tools portion of the Client Center. Overlap Analysis allows you to view the number and percentage of unique and overlapping titles in your subscription databases as well as any other resources in KnowledgeWorks. 360 Usage Statistics allows you to view the number of times a resource was clicked on from your E- Journal Portal or 360 Link pages. Data on Demand enables you to export your subscription holdings information from Data on Demand into a comma delimited file (.csv). Please Note that Usage Statics for Summon are located in the Summon Administration Console. To use the tools mentioned above: From your Client Center profile, go to Business Intelligence Tools > Overlap Analysis, 360 Usage Statistics, or Data on Demand

8 Additional Resources Helping your users get the most from your Serials Solutions services can be accomplished with the help of the below resources: Serials Solutions General Discussion Mailing List A wide range of topics are shared on this mailing list related to data, management, discovery, as well as all Serials Solutions services. Customer Support Our Support Team is available five days a week, 24 hours per day, to assist you: Support: [email protected] Telephone Support: U.S. and Canada (toll- free): SERIALS ( ) Support Center (login required with Client Center account): o In- depth documentation in English. o "Ask a Question" form (English) for faster routing to the appropriate Support specialist. Accessing additional resources: To subscribe to the Serials Solutions General Discussion Mailing List: Sign up by creating a GroupSpaces account at solutions/join/. Once you have joined the list, you can post messages to the list by sending to serials- [email protected].