Slide 1
Welcome. Some searchers, such as attorneys, paralegals, researchers or consultants may need to track charges incurred while using ProQuest Dialog™ so they can bill their clients. This short module shows how to enter project codes and get cost estimates during a search.
Slide 2
Once your company's ProQuest Dialog administrator enables Project Code Tracking in ProQuest Administrator Module, you can log onto ProQuest Dialog where you will encounter a prompt to enter a project code. Dialog searchers may recall entering subaccount codes. With the project code entered, you can run searches for your clients and click Cost Estimate to see an estimate of document-display charges.
Slide 3
Log on to ProQuest Dialog at http colon, slash, slash, search dot proquest dot com slash professional.
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Enter a project tracking code and click Continue.
Slide 5
Choose databases either from the link in the navigator line or by industry or click a database to search.
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In this example, choose Engineering & Technology.
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This is the Basic Search form. You can enter a quick search here or choose Advanced or Command Line search forms. In this case enter keywords on the Basic Search form and click Enter or the magnifying glass.
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On the Results page you can browse titles and preview records, modify or narrow your search and select records to view. Notice that a link to Cost Estimate appears at the top right of every page. When you are ready to view records, click Selected items.
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Choose the format you wish to view, from titles only to full record available.
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Transactional customers see a Price Preview. Click Continue to proceed to the records.
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The Selected items display and you can email, print, cite and/or export or save to your hard drive. When you are ready to get a cost report, click Cost Estimate.
Slide 12
Date and time-stamped estimated charges display showing how many records you viewed, and the databases searched.
Slide 13
Click the tab for Charges by database to see a rundown of charges for documents displayed by files. You can download a CSV spreadsheet and save it as a workbook.
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The spreadsheet shows the date, time, estimated costs and the project code. Important to know — Pricing information reflects retail prices. Adjustments that account for your institution's billing plan—possibly including platform or session fees — are reflected on the monthly billing statement.
Slide 15
Click Help on the top right of the screen for more details about tracking session costs.
ProQuest Dialog's Knowledge Center staff is available to help, as well: call 1-800-334-2564 in North America or zero zero 800-3334-2564 outside North America, or email us at .
