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Professional Administrator Tools

ProQuest Administrator Module

Slide 1
ProQuest Dialog has a suite of administrative tools. This short module shows how to use the ProQuest Administrator Module.

Slide 2
ProQuest Administrator Module is a tool that ProQuest has enhanced for the new platform. With this tool you can customize your ProQuest Dialog interface, configure outbound linking to full-text subscriptions, direct access to ProQuest Dialog, create a My Research Administrator to control your company's end-user access, and request usage reports.

Slide 3
The ProQuest Administrator Module — Professional View has excellent features. As previously mentioned, you can customize your interface, set up links to other sources, create administrators and request usage reports.

Let's go through these capabilities briefly.

Slide 4
The administrator for each customer account is created at the time an organization's account is set up. Once created, the administrator can log onto the ProQuest Administrator Module application at admin.proquest.com. The User ID and password for this is NOT the same as the ProQuest Dialog User ID and password.

This is the opening view of ProQuest Administrator Module: Getting Started. Once in ProQuest Administrator Module, you have several options. Let's first look at customizing the user interface.

Slide 5
The active tab is aquamarine to show you where you are.

Administrators can tailor the search and results pages to the needs of their searchers. (Note that individual users can still make certain changes in their preferences, such as language, number of records displayed on the results page, sorting, etc.)

Here you can check radio buttons and use drop-down menus to customize defaults for what you want your searchers to see as they start their searches and get results. You can specify where they start out and how the databases are displayed. You can decide on date display formats and approve citation styles. You can choose to allow emailing of documents, and for transactional accounts, you can enable project code tracking.

Slide 6
Administrators can customize their ProQuest Dialog with logos and text. Note that the logo must be housed on a public server such as www.dialog.com NOT behind a firewall.

Slide 7
Create a custom URL. This is useful for offering a certain group of users access to a limited set of databases.

Slide 8
Create a customized subject vertical — this could be useful to eliminate certain databases within a subject area that are outside of a group's requirements.

Slide 9
When setting up database access for your search teams, check the databases you wish to allow and press the Update industry button.

Slide 10
You can customize the industry icon by choosing an image in the Select image tab.

Slide 11
Set up outbound links. There are several options and ones most highly used include linking with One Click™ and custom resources, such as Infotrieve.

Watch for future training on this feature.

Slide 12
ProQuest Dialog offers many options for you to link to full text. If your organization has a link resolver you can set your users up with any of these OpenURL services. You can create a link for your searchers to make a document request to your library or information center. Document delivery is available through Infotrieve and you can link out to your library's full-text holdings and subscriptions with One-Click Linking. If you are a Serials Solutions customer, please contact before enabling your linkup.

Slide 13
The Custom Resource Linking page provides hyperlinks to click to set up a new outbound link. For example, if your company uses SFX, click the link to SFX.

Slide 14
This is an example of setting up for 360 Link. Paste in your base URL to 360 Link. Choose the look and feel of the link that will appear on the Results and Documents pages.

Slide 15
You can create a document request form for your library or information center. Simply click to enable the “Request this item” link and scroll down to fill out instructions for your patrons to follow when requesting articles. Click the Save Changes button when you're done.

Slide 16
You'll find the option to activate document delivery through Infotrieve under Custom Resource Linking. Scroll down to Document Delivery and click Infotrieve Gateway. On the Infotrieve settings page, click the check box to enable the custom link and specify link display options.

Slide 17
If you wish to activate resource linking with One Click™, check the box off to enable the feature and save changes.

Slide 18
On the Results page, searchers will be able to press the One-Click Link to get the full-text document.

Slide 19
And voilá! Here's the full-text document.

Slide 20
Serials Solutions offers 360 Core and 360 Link. If you have a Serials Solutions account let us know so we can set this up for you on ProQuest Dialog. If you would like to open a Serials Solutions account, contact your Dialog Account representative.

Slide 21
You can specify various authentication methods for your account(s). The most important tab is the My Research tab. Here, the account administrator can create and become a My Research Administrator. It is in the My Research Administrator that you can set up permissions and limits for content access. Benefits to creating a My Research Administrator include the ability to track usage by user. Searchers can keep track of, manage and edit their own Alerts and they can set their own preferences and settings, such as language display, number of titles on a page and more. For the My Research Administrator, an administrator link will appear when he or she logs into ProQuest Dialog.

If you are interested in IP authentication — or domain access — please contact or your ProQuest Dialog account manager for information on parameters and guidelines. Domain access must be set up by the ProQuest Dialog team in order to protect you from errors at your end-user level.  If you already have been enabled for IP authentication, you can manage or make changes to your IP range at this section. 

Slide 22
To create a My Research Administrator account, click on the My Research tab. Enter a My Research user name in the Enter a My Research Administrator box and press Add. The name will appear in the list of My Research Administrators that you have already created.

Now when the My Research Administrator logs onto ProQuest Dialog the Administration link appears at the top of the screen just before Preferences. The My Research Administrator can click the Administration link to work with the searchers assigned to him or her.

Slide 23
Administrator Settings allow you to update your information and/or define an assistant administrator with varying degrees of access to ProQuest Administrator Module.

Slide 24
This shows a person set up as an assistant administrator.

Slide 25
One of the benefits of the new platform is access to usage statistics. You can request usage reports on an ad hoc basis or schedule regular reports The usage information is compiled daily (overnight). Let's look at requesting a report

Slide 26
Select the report type, the usage period and the delivery method.

Slide 27
The ProQuest Administration Module allows you to streamline the ProQuest Dialog interface, tailoring content and access according to department needs. You can bring in the look and feel of your company or department with your own branding.

Manage outbound links to provide your searchers with access to full text. Much of the scientific, technical, medical literature is abstract and index and you can provide your searchers with the easiest ways to get to the full-text articles of the relevant records they retrieve. Set up yourself and designated team leaders with My Research Administrator status. This will allow you and the team leaders to set up work groups, customize content for particular users and design the most optimum search experience.

A great advantage to ProQuest Administration Module is the ability to monitor usage so that you can ensure your team is getting the most out of ProQuest Dialog in the most efficient ways.


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