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Summon Documentation

Summon Documentation provides brief pointers on ways to utilize the Summon Interface for both Patrons and Library Staff members. Documentation also provides links to further detailed information found within the ExLibris Knowledge Base

1. Using Summon For Research Needs

1.1. What is Summon?

Summon Discovery is a service that provides library patrons access to all their library’s collections in one location, using a powerful easy- to- use interface similar to Google. Depending on your library’s configuration of Summon, this can include everything from online videos and audio, full-text databases, periodicals, and your library’s catalog. Although Summon is an easy-to -use interface, with access to such a vast amount of information, locating the most appropriate resources for your needs may be tricky. Documentation on using Summon has been created to assist you with retrieving the most appropriate information by providing you with pointers on searching within Summon.


For further information regarding the use of Summon and its index, please visit the ExLibris Knowledge Center https://knowledge.exlibrisgroup.com/Summon/Training .

1.2. Basic Keyword Searches in Summon

For this demonstration, we are going to pretend that a patron is interested in information on Employment in North Carolina. Let’s begin by entering “Employment in North Carolina” in the search bar. While entering our search term in the box, the Summon autocomplete feature provides suggested search terms by matching keywords with popular search terms from previous related searches.


Once we have completed typing our search term in the box and have submitted our request by hitting the “Enter” key or selecting the blue “search” icon on the right of the search bar, results matching the search term will populate in the large window directly below the search box. In between the search bar and your search results, Summon displays the amount of results retrieved using your search term, sorted by relevance. 



The search term “Employment in North Carolina” retrieved a total of 239, 590 relevant items. With such a large amount of information, who wants to sort through all the provided resources and information? Summon offers several search facets within filters to help minimize search results to usable resources.



For further information regarding keyword searches, please visit the ExLibris Knowledge Center https://knowledge.exlibrisgroup.com/Summon/Training .


1.3. Using Search Filters and Facets for Summon Searches

Summon offers several search facets within its filters to help minimize search results to usable resources. Let’s try using some of these provided filters to narrow our search results of "Employment in North Carolina" down from 239,590 to a much smaller number that should be easier to work with. Let's begin filtering by refining our search according to where we would like to retrieve our information. The Summon "Refine Your Search" filter offers 3 facet types: Full text Online, Scholarly & Peer-Reviewed, and Library Catalog. Full Text Online refers to resources such as articles or eBooks found online using subscribed databases that provide text resources in its entirety. Scholarly & Peer-Reviewed refers to works that have been reviewed and critiqued by peers of a related field or study. Library Catalog refers to resources that can be located at your library using the library’s catalog. For our search, let’s use “Library Catalog.”


Immediately after refining our search to the Library's Catalog, you can see that our relevant results have changed drastically, decreasing from 239, 590 to 634. Are the 634 items located in the library’s catalog still too many resources to work with? Let’s continue filtering by next using the "Content Type" filter located directly below the facets used within the "Refine Your Search" filter. For this example, let's pretend that we are only interested in Books and possibly eBooks on Employment in North Carolina. Under Content Type, let’s select “Book/eBook”. If you noticed, prior to refining our search to the “Library Catalog”, more options were available under Content Type. However, after refining our search to use the Library Catalog, we’re left with only 2 Content Types, Book/eBook, and Book Chapter. This means that within the Library’s catalog, only Book Chapters, Books, and eBooks are resources found relating to employment in North Carolina.


Prior to refining our search to the Library Catalog, the Content Type filter offered more than “Book/eBook and Book Chapter” facets to filter by. Further filter types could be accessed by selecting “More” at the bottom of the Content Type section. After selecting More, a list of 20 facets will populate on the left of the filter bar.




While discussing the different content types, it is worth mentioning that more than one search facet within a filter type can be used. For example, if we wanted to search both “Full Text Online” and the “Library Catalog” for the content type of a Book/eBook and a Book Chapter, it can be done.


The next filter provided by Summon located beneath the Content Type is the Publication Date. The Publication Date gives you the opportunity search resources according to relevant dates. By default, searching publication dates by the last 12 months, 3 years, and 5 years have been set. However, you can submit your own range of publication dates by utilizing either the black ranging bar or the calendar fields. For this example, we are going to search for resources published in the last 12 months, using the default “Last 12 Months.”


Using the Publication Date filter, along with Content Type and Refining your Search, no results were found.



Do not freak out if you find yourself receiving this message. Simply remove or edit the last filter set, which in our case is the Publication Date. After removing the Publication Date filter, we can then revert to our previous search results, which offered a total of 634 relevant results. Once you have finished filtering by the Publication Date, if you are not satisfied with your search results, Summon offers a few more search filters.


Summon grants users the opportunity to also filter search results according to Discipline, Subject Terms, Author, Language, Library Location, Genre, Region, and Time Period. Compared to our initial filters that we used during our search, these filters are a bit more detail specific. However, if you are able to provide the necessary information needed to use these filters, they can definitely be helpful.



To provide an example of these filters in use, for the Discipline filter, I am going to select “Economics.” For the Subject Terms filter, I am going the select “Economics” as well. Using these 2 filters, you see that our search results change drastically from 634 to 3.



As you can see from our research examples, using the provided search filters in Summon can help to drastically decrease large amounts of search results into smaller, more user-friendly results. If you are still not satisfied with your results after using the filters, you can always go back to the beginning to create new filter settings or even play around with your search term, by adding and removing keywords. I encourage you to take time playing around with different search queries using Summon. Like anything, practice makes perfect! For further assistance with using Summon, speak with librarians at your local library branch. Detailed tutorial videos on using Summon may also by found within the ExLibris Knowledge Center https://knowledge.exlibrisgroup.com/Summon/Training.








1.4. Search widget HTML code

Search box examples
For full formatting/CSS options, see example page here: http://sa5dw8mq9x.search.serialssolutions.com/ - this uses javascript for tab transitions

*Replace "SHORTNAME" with library's Summon URL


Search Everything
<form action="http://SHORTNAME.summon.serialssolutions.com/search">
<input type="text" name="s.q" onfocus="this.value='';" value="" size="25" placeholder="search for articles, books, authors, topics, etc.">
<input type="submit" value="Search"><br>
</form>


Book Search
<form action="http://SHORTNAME.summon.serialssolutions.com/search"><input name="s.fvf[]" value="ContentType,Book / eBook,f" type="hidden">
<input type="text" name="s.q" value="" size="25" placeholder="search by book title, author, ISBN, etc.">
<input type="submit" value="Search">
<br>
<input type="checkbox" style="background:transparent;border:0" name="s.fvf[]" value="IsFullText,true"> Ebooks Only&nbsp;
<input type="checkbox" style="background:transparent;border:0" name="s.ho" value="f"> Beyond Library Collection<br>
</form>


Library Catalog Search
<form action="http://SHORTNAME.summon.serialssolutions.com/search"> <input name="s.fvf[]" value="SourceType,Library Catalog,f" type="hidden">
<input type="text" name="s.q" onfocus="this.value='';" value="" size="25" placeholder="search the library catalog (mainly print items)">
<input type="submit" value="Search"><br>
<a href="http://SHORTNAME.summon.serialssolutions.com/#!/advanced">Advanced Search</a>
</form>


Journal Article Search
<form action="http://SHORTNAME.summon.serialssolutions.com/search"><input name="s.fvf[]" value="ContentType,Journal Article" type="hidden">
<input type="text" name="s.q" onfocus="this.value='';" value="" size="25" placeholder="search by title, topic, author, ISSN, DOI, etc.">
<input type="submit" value="Search">
<br>
<input type="checkbox" style="background:transparent;border:0" name="s.fvf[]" value="IsScholarly,true"> Scholarly & Peer Reviewed Only&nbsp;
<input type="checkbox" style="background:transparent;border:0" name="s.ho" value="f"> Beyond Library Collection<br>
</form>


2. Using the Client Center to Customize Summon

2.1. The Summon Administration Console

Summon offers an Administration Console for library staff to make customized changes to the way their library’s Summon interface will operate and appear. With a subscription to 360, access to the Summon Administration Console is granted from the Client Center Home Page by clicking on the Summon Administration Console link in the middle of the page.


After opening the Summon Administration console, you will see several tabs at the top console including: Settings, Mapping, Pages, Usage, Translations, Recommender, and Content Ingestion. The first tab that you will see is the Settings tab. The Settings tab offers many options for changing the appearance and behavior of your services, as well as turning features on and off. Changes to your services appearance include implementing and editing logos, and colors.


Next to the Settings tab, you will find the Mapping tab. Please keep in mind, the Mapping tab only displays if your library has added catalog records to the Summon index. This tab is used to display both your catalog’s MARC- record and library location fields that have been mapped to the Summon Index record field.


On the right side of the Mapping tab, you will locate the Pages tab. With the Pages tab, you will find options for accessing the Summons Catalog Details Page, the Summon Abstracting and Index Page, and Custom Panel Sections.

Next, the Usage tab provides access to Summon usage statistics.


Beside the Usage tab, you will find the Translations tab. This tab provides staff the option to customize the language that Summon uses. Summon provides 34 different language selections, including English.



The next tab that you will find located beside the Translations tab is the Recommender tab. The Recommender tab provides staff the access to customize the database’s recommendation feature as well as create Best Bets.

If your library's catalog has been added to the Summon index, the last tab you will find is that of the Content Ingestion tab. This tab give staff members the opportunity to receive emails when new content or institutional repository content has been loaded into the Summon index. Staff members can also contact Summon administrators when new full content loads are ready for ingestion.




For further information regarding the use of the Summon Administration Console, please visit the ExLibris Knowledge Center https://knowledge.exlibrisgroup.com/Summon/Training .


2.2. Branding and Header Options

The Summon header, located at the top of your screen, displays items such as the Page Title, Custom links, and links to help and feedback.


To implement changes to the Header, select the “General” option found on the home page of the Settings tab within the Administration Console. Changes to the Page Title and Home Link may be made here as well. This page also provides library staff with the opportunity to manage feedback by allowing the submission of email addresses for those who handle Summon Feedback. A default Help Link is provided as well within this section, however if your library has it’s own custom Help Link, it can be implemented into Summon here. Any other custom links can be manipulated here as well.



For further information regarding branding and header options, please visit the ExLibris Knowledge Center https://knowledge.exlibrisgroup.com/Summon/Training .

2.3. Adding Logos to Summon

While working within the Settings tab of the Administration Console, under “Logos”, you may want to customize your library’s version of Summon by add your library’s logos. There are three initial logos that should be implemented by your library: the large logo found on the Homepage of Summon, the small logo that appears on the Results page, and the Favicon which is the extremely small logo that appears at the top of the internet browser. The Favicon also appears on the Bookmark list. Please note that by clicking on both the Large logo and the small logo, users can be redirected to the library’s homepage.

Large Logo Found on Homepage in highlighted circle



Favicon found in top left corner above the browser in highlighted circle. The small logo appears on the left of the Results page, near the search bar.


When editing logos, please remember to refer to the recommended logo sizes displayed beside each logo within the Logos portion of the Settings tab. If logos are displayed at a larger size than recommended, your Summons pages will not display properly. You may notice that Favicons provide three different sizes to use. Several size options are present due to the amount of mobile devices that may take advantage of using the favicon.



The implementation of Java Script coding can be used to add further customized features to Summon. Your library’s staff will be responsible for creating the code as well as storing and maintaining codes  created on computer servers. Please note that servers used must be considerably stable and available at all times. If Summon is unable to access Java files from your server, Summon pages will not display for your users. To implement Java Script into Summon, access the Summon 2.0 External Script and enter the URL of the server where your library’s Java files for Summon are located.


This documentation has provided you with basic information on using the Summon Administration Console to make custom changes to your library’s Summon interface. We also briefly discussed using the Administration Console to make initial customizations to Summon such as implementing your library’s logos and setting headers. Further detailed documentation and videos on Customizing Summon for your library can be found in the ExLibris Knowledge Center https://knowledge.exlibrisgroup.com/Summon/Training .




2.4. Creating New Accounts

New user accounts can be created within the Client Center by selecting “Client Center Accounts.” Within Client Center Accounts, select “Account List.” A new page will populate, displaying an “Add” button in the top right corner. From here, you can submit information on the new user, creating the account. Only the user’s first name, last name, and email are required to create the account. After finalizing the account by clicking “Save”, an email will be sent to the provide email, providing the user with detailed login instructions.



For further information regarding user accounts, please visit the ExLibris Knowledge Center https://knowledge.exlibrisgroup.com/Summon/Training .



2.5. Setting Permissions

On the account details page, you can manage permissions for each user account  by clicking “Edit” on the right. Permissions vary among institutions, depending on the type of Summon subscription purchased by your library. Permissions can be set and edited based on staff responsibilities. All NC Cardinal libraries should have 360 Core permissions. Access to the permissions section is granted by clicking “360 Core Permissions” within the Permissions drop down menu under “Account Details.” Changes may be made to each permission by selecting the “Edit” button within the top right corner.


For further information regarding managing user account permissions, please visit the ExLibris Knowledge Center https://knowledge.exlibrisgroup.com/Summon/Training .





2.6. 360 Resource Manager

360 Resource Manager controls the access to E-resources, data sets, and ERM functions. The workflow of 360 Resource Manager is similar to that of 360 Core permissions. Sharing permissions is specifically for institutions that have purchased the consortia edition. It allows client centers to gain databases or notes. To edit either of these functions, simply click the “Edit” button in the right-hand corner of account details. Be sure to save any changes that are made.


For further information regarding the 360 Resource Manager, please visit the ExLibris Knowledge Center https://knowledge.exlibrisgroup.com/Summon/Training .





2.7. Library Settings

Located on the bottom of the Client Center Home Page, directly below Client Center Accounts, you will find “Library Settings.” After clicking “Library Settings”, another window will populate, providing access to the different settings available. Changes to these settings may be made by selecting “Edit” in the top right corner.


For further information regarding library settings, please visit the ExLibris Knowledge Center https://knowledge.exlibrisgroup.com/Summon/Training .





2.8. Adding and Maintaining Information about Your E-Resources

Adding and maintaining information regarding your library’s E-Resources can be done within the Client Center Home Page under “Data Management.” Note - If you are unable to locate Data Management within the Client Center, it likely means that your user account needs to be updated with the appropriate Data Management permissions.



Within the Data Management menu, you will find a list entitled “ Database Name.” This list displays all databases that are compatible to Summon. On the right side of the  Database Name list, you will find a column entitled “Status.” This column displays your library’s current subscription status to each database. Subscription statuses are categorized as  “Subscribed”, “Under Review”, “Not Tracked”, or “From Consortium.” The column labeled “Titles”, located between “Status” and “Provider” displays the amount of full text titles found within the database. You may also notice a small column between “Titles” and “Provider”, without a label. This column is used to display Next Resources that have been added to your profile. If a icon is displayed, by clicking it you are able to get a quick view of E Journal and EBook URL’s , which includes your proxy server prefix. The final column, “Provider” displays the name of the company that provides the library with access to the database. Databases that have a status of Subscribed, will display the providers name in bold.


In the top right corner of the Library Databases screen, you will find three action buttons entitled “Create New Database”, “Edit Status”, and “Show All.” Create New Database gives staff  the option of creating or adding database to the Database Name list that are not currently listed. Edit Status displays check boxes on the left side of the Database Name list, allowing users to make changes to the selected database. Show All allows all databases to display within the list of Library Database.


For further detailed information on making edits to databases within Data Management, please visit the ExLibris Training Module Adding and Maintaining Information about Your E-Resources https://knowledge.exlibrisgroup.com/Summon/Training/Client_Center_Essentials/02_Adding_and_Maintaining_Information_about_Your_E-Resources


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2.9. Selecting Individual Titles and Customizing Data Ranges

Summon allows you to select and subscribe to individual database titles without subscribing to the entire database. This action can be completed by selecting the Title Coverage checkbox found in Data Management. If you are unable to select the checkbox, see if the Knowledge Base list the database a second time. This second listing is due to the request of some database providers wanting a separate listing for selecting individual titles. If the title is not listed twice, please contact the Summon Support Team for further assistance.

Once the page has been saved, after selecting the Title Coverage checkbox, the title count will change to 0 and you can then began to select titles by clicking on the titles count (found near the top of the screen between “Provider” and “Status”).  


When viewing the title list, select “Edit Status” in the top right corner of the screen and selection boxes will display on the left side of the title list. Continue by selecting the titles the you wish to subscribe too. By default, the newly chosen titles will display as “Subscribed” within the top status window. For large title list, the filter bar at the top of the screen can help to narrow your search down. You may also use the “Upload” and “Download” buttons in the top right corner to further assist in working with large amounts of individual titles. The Upload and Download features are considered apart of the Offline Date and Status Editor. For further information regarding using the Offline Date and Status Editor (ODSE), please see the training module: https://knowledge.exlibrisgroup.com/Summon/Training/Client_Center_Extended_Training/01_Using_the_Offline_Date_and_Status_Editor_(ODSE)_to_Select_Titles .


Once you have completed selecting individual titles, Data Management will display the number of titles selected. However, users will not have access to newly added titles until the Summon daily refresh and update occurs.


By using the Holding Details Page, you can customize a title within the Database. This feature is normally used when a subscription does not display full coverage information as reported by the provider. Appropriate coverage can be added using the “Custom Coverage Date” field below the Defaults For Holding field.


If you need to add a title to Data Management but do not know the name of the database that the title belongs to, you can perform a title search using the e-Catalog.


When viewing the list of databases within the knowledge base that contains the needed title, if your access to the database is not yet in your profile, you will have to add the database and then select the title. You are unable to activate a title in the database that is not apart of your data management profile.


Patron Driven Acquisitions and Demand Driven Acquisitions collections change often and providers such as ProQuest Ebooks and Ebook Library are able to send Summon daily feeds of updated title list automatically. The Client Center home page displays when holdings were last updated. Further instructions on how to set this automatic feature up can be found within the ExLibris Training Center.


Adding non-electronic items such as microfilm and print can be added within Data Management to make these items are visible within your Summon services. Titles of items such are held in the Library Specific Holdings database.Titles can be added individually or by uploading a spreadsheet of the titles.



For further information regarding selecting individual titles and customizing date ranges, please visit the ExLibris Knowledge Center https://knowledge.exlibrisgroup.com/Summon/Training





Links to your Summon Instance

1. Individual Summon Links

Links to your Summon instance, showing only records from the catalog:

Alexander County Library:

http://alexandercounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:RJJTX


Appalachian Regional Library:

http://arlibrary.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:NCUZL


BHM Regional Library:

http://bhmregional.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:QTSLA


Bladen County Public Library:

http://bladencounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:DLKOY


Buncombe County Library:

http://buncombecounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:HLQZW


Caldwell County Public Library:

http://caldwellcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:UAYLG


Caswell County Library:

http://caswellcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:DQHGZ


Cleveland County Library:

http://clevelandcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:WJDWK


Cumberland County Public Library:

http://cumberlandcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:ONVZZ


Davidson County Public Library:

http://davidsoncounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:BLDPW


Davie County Public Library:

http://daviecounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:PZBAI


Farmville Public Library:

http://farmvillepublic.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:XGYFK


Fontana Regional Library:

http://fontanaregional.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:SEKDU


Forsyth County Public Library:

http://forsythcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:DNARH


Franklin County Library:

http://franklincounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:LKMWM


Granville County Library:

http://granvillecounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:CUNIW


Harnett County Public Library:

http://harnettcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:MSBET


Haywood County Public Library:

http://haywoodcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:MTXQM


Henderson County Public Library:

http://hendersoncounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:UFOAX


Iredell County Public Library:

http://iredellcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:OTJBW


Kings Mountain/Mauney Memorial Library:

http://mauney.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:EOFPF


Lee County Library:

http://leecounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:HVUBV


McDowell County Public Library:

http://mcdowellcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:KOMSM


Neuse Regional Library:

http://neuselibrary.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:GEYZQ


Northwestern Regional Library:

http://northwesternregional.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:WNAAY


Polk County Public Library:

http://polkcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:KEWTC


Public Library of Johnston County & Smithfield:

http://pljcs.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:VEOCM


Rockingham County Public Library:

http://rockinghamcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:VDKQM


Scotland County Memorial Library:

http://scotlandcounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:SDATL


State Library of NC and Affliated Government Libraries:

http://statelibraryncdc.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:VHETQ


Vance County/ Perry Memorial Library:

http://vcperry.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:LONPN


Washington/George H. & Laura E. Brown Library:

http://wgle.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:AXJSJ


Wayne County Public Library:

http://waynecounty.summon.serialssolutions.com/#!/search?ho=t&l=en&q=DBID:YAKMP