You can make many changes to the way users search, view results, and request or export data via Discover It! (EBSCO Discovery Service, or EDS.) This page describes the steps for each customization tab for EBSCO Discovery Service in EBSCO Admin.
Customizing Discover It!
Log in to www.eadmin.ebscohost.com. If you do not know your password, please contact Cara Orban. Your home page will default to your EBSCOhost Research Databases profile.
Select the EBSCO Discovery Service site you want to modify (your library), then select "EBSCO Discovery Service" from the "Choose Profile" drop box.
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Searching
You have many options for modifying your users' search settings.
Remember to always select "Submit" after making changes.
General Settings
Search Modes: Select Modify.
In “Search Modes,” you can set the default mode by which EDS interprets a basic keyword search:
Boolean (Search by Phrase) – you can set the precision distance to find search terms if they are within a certain number of words (Distance) of one another regardless of the order in which they appear.
Find all search terms
Find any search terms
SmartText searching (SmartText Search takes the chunk of text entered into the search box and first runs it through a sophisticated summarizer, pulling out all the main words/phrases in the chunk of text.)
You can also edit the label (here, I have changed “Boolean Search” to the less obscure “Search by Phrase”) and hide any of these search options.
Default Keyword Search Screen: This defaults to Basic. You can set the Advanced Search as the default search screen.
Show Keyword/Title/Author Radio Buttons: You have the option to display these radio buttons below the search box for a more narrowly defined basic search.
Display Text-to-Speech: This feature will provide an option to read HTML text aloud to users.
Configure Text-to-Speech: Select voice accent and reading speed.
Spellchecker: Enable/Disable spellcheck.
Session Duration before Timeout: Defaults to 30 minutes of inactivity before timing out.
Autocomplete Keyword: Select "On" if you want suggested words to display as the user types in search words.
Show ‘Create Alert’ button: Give patrons the option to create an ‘alert’ for particular search terms or phrases. Relevant new search results will be sent to the patron in an ‘alert’ for their consideration.
Run SmartText Search when Query Returns No Results: Defaults to "Off."
Display Mobile Application Authentication Link: Defaults to "On." Patrons accessing Discover It within your IP range via their mobile devices will automatically be authenticated without having to enter a password.
Basic Search Screen Settings
Default to Search History open above Results from Basic Searching: Indicate whether search history should display above results for articles retrieved using the Basic Search. Defaults to "Off."
Open “More Search Options” by default: Indicate whether the available search options should display on a basic search. Defaults to "Off."
Advanced Search Screen Settings
Default to Search History open above Results from Advanced Searching: Indicate whether the Search History should display above results for articles found using Advanced Search. Defaults to off.
Style of Find Field: Select “Single Find Field” or “Guided Style Find Fields.” Defaults to "Guided Style."
Add more rows to Guided Style Find Fields: To allow the user to add up to 12 rows of “Find” fields, select "Yes."
Visual Search Screen Settings
Display Visual Search: Select “On” if you want to display the Visual Search tab in addition to Basic or Advanced.
Visual Search Style: Select either Columns or Blocks for the default result list style, if you are using Visual Search. The default is Columns.
Integrated Search Settings
Integrated Search: Select the “On” button to display EBSCOhost Integrated Search. This will include all databases and resources added to Discover It via connectors, such as MontanaLibrary2Go and Ancestry.
Change Title for Integrated Search Panel: Enter a title if you would like to customize the text at the top of the Integrated Search panel (such as “Additional Resources”).
Number of Sources to Show by Default: Select the number of sources you would like displayed on the Integrated Search panel by default.
Display Content Captions: Select to show or hide content captions in the Integrated Search panel.
Choose Databases/Subject Screen Settings
Display specialized Interface links: For databases that offer specialized links, indicate whether the specialized links to other interfaces should appear with the database description on the Choose Database screen. (For example, on EBSCOhost, a link labeled "Enhanced Business Searching" lets the user switch between Business Source Premier on EBSCOhost and the same database on the Business Searching Interface.)
Limiters: Select the “limiters” link to modify existing limiter parameters. Location is set to include the catalogs for the Shared Catalog libraries, Butte-Silver Bow, Great Falls, and Lewis and Clark Libraries. The full text limiter is also set by default in order to eliminate journal articles that cannot be retrieved through EDS. "Available in Library Collection" is also set.
Local Collections as Limiters: Select this to designate a local collection as limiter (such as "Online holdings as defined in AtoZ"). This defaults to "On."
Display Local Collection Limiters above Database Limiters on Search Screen: Select Yes to place the local limiters above the “common” limiters on the search screen. For example, “Online holdings as defined in AtoZ.” This defaults to "Off."
Include Linked Full Text Journals when using the Full Text Limiter: Indicate whether the full text limiter will limit to results available through SmartLinking as well as full text available with the database. This defaults to "On."
Expanders: Select to modify the expanders that can appear on the search screens. Using expanders will increase the number of results. For example: Searching within the full text of articles, which defaults to "Off."
Databases
Under the “Databases” tab, you have the option to remove certain databases from Discover It. This may be especially helpful for schools where students need only search across a narrow scope of databases.
Databases and other resources added to Discover It via connector (HeritageQuest, MontanaLibrary2Go [OverDrive], WorldCat, and other databases to which the library may subscribe individually) are listed at the bottom of the Databases page.
To add a new database, select the link in the upper lefthand side of this box.
Viewing Results
Here is where you can set defaults for the way results are displayed for your end users.
General Settings
Page Layout: This defaults to three columns, with the “breadbox” of content information displayed in the left column, the resources available via connector in the right column, and the search results in the middle. You may opt to collapse one or both of these side columns.
“Source Types” on result list: The “source types” section gives the user the option of narrowing results by news, academic journal, magazine, trade publication, report, and more.
Open Source Types by default: If you choose to include source type as an option for users to explore, you can also select whether to expand or collapse that section in the left column.
Edit Source Type Label: Option to change the name of the “source type” section.
Allow Viewing of Video Results: If the database supports video, indicate whether the video content should be available to users.
Full Text: Determines whether the user can/cannot retrieve HTML full text (even if it is available for specific records). Defaults to "On."
PDFs: Indicate whether or not full text articles with PDF images should be available to users. Defaults to "On."
Display MARC Record Citation Link: Indicate whether the user can view citations in MARC format. If you enable MARC records at the profile-level, the link to MARC records will also display on the article detail. (Available for EBSCOhost, Text Only, and BSI interfaces.) This feature is useful for library catalogers more than for library patrons.
Number of Results Per Page: Defines the default number of items that are displayed on a page of search results for a user in this profile.
Result List View: This determines if the items on the result list will be a brief citation, a detailed citation, or the title of the article only. (Defaults to Title Only.)
Show All Subjects for Each Result: Indicate whether you would like subject terms displayed on the result list for each result.
Display Image QuickView Results: Indicate whether images in the Full Text should be displayed as thumbnails on the Citation, Result List, and in the Folder. Note: Be sure to set the Display Images with Full Text parameter to "On."
Show Clustered Results: Some databases support organizing the Result List by subject ("clusters").Your patrons may find this feature helpful if they want to discover the major subject groups for a topic without having to browse multiple pages of results, or checking individual articles to see if they are relevant. Select "Yes" to display a list of subjects in the left-hand column of the Result List.
Select and Order Clusters for display: Indicate whether or not you would like the number of results for each facet item to be displayed. (Default is "Off.")
Preferred Order of Formats for Title Link: Select "Modify" to indicate the order in which you want to present available results when the title link is selected. A result may be available in any of these formats: Citation, HTML Full Text, PDF (Adobe Portable Document Format), and Page Viewer Full Text.
Include HTML Full Text with Detailed Record: Indicate whether you will provide patrons a citation with abstract and any available HTML full text if the citation view is your preferred format. Otherwise, when the title link is selected, only the citation with abstract is displayed.
Display Images within Full Text: Determines whether or not links to image files (within the full text) are displayed for this profile.
Local Message Collection: Any collection that you have set up for your library is available in the Local Message Collection drop-down list. Defaults to "None."
Message for Titles Outside of Local Collection: The message text that appears on results in EBSCOhost for titles outside of the collection. If you want the changes made to an existing message to apply to all your profiles, mark the Change All check box.
Enhance Catalog Records: Select Yes to display Enhanced Catalog information.
Related Information: Select to indicate which Related Information options appear on the Result List in the righthand column. (AP News and Company Profiles have been unchecked; None default to open.)
Widgets: Select "Modify" to add custom widgets to the EBSCOhost or EBSCO Discovery Service Result List or Detailed Record screens.
Worldcat Holdings Widgets: Select "Modify" to enter information for the Worldcat Holdings widgets, including the Affiliated Libraries and Nearby Libraries widgets.
Worldcat Widget Strings: Select "Modify" to enter information for the Worldcat Holdings widgets, including the Affiliated Libraries and Nearby Libraries widgets.
Open “Content Provider” by default: Indicate whether or not you would like the Content Provider facet to appear open by default in the left column of the EDS result list.
Edit Content Provider Label: If you would like to customize the label for the Content Provider facet, enter a label in the field provided.
Default Display for Breadbox: Indicate whether you would like the Breadbox (options to narrow search by Subject, Publisher, Publication, Language, Geography, Location, or Collection) Collapsed (closed) or Expanded (open) by default on the result list.
Clear Find Field after Searching: Indicate whether or not you would like the Find field automatically cleared after executing a search.
Apply Location Limiter Defaults to Catalog Holdings Table: Set to Yes to limit results and real-time availability table views to specific locations. (Data in real-time availability locations must exactly match fields in location limiters for this to function, so may not work with all catalogs.)
Customize Catalog Holdings Table Headings: Select "Modify" to customize the headings for the catalog holdings table.
Folders Settings
Preferred Sort Order for Folder List Results: Select to indicate the default sort order for folder items.
Shared Folders: Indicate whether users can share their My EBSCOhost folders with other users. Selecting Yes will allow users to share their folders as well as subscribe to folders created by other users.
Allow One Step Alerts: Select "Yes" to provide the ability to set up One Step Alerts. When enabled, patrons will be able to set up an RSS feed right from the Result List, Search History, or the Publication Browse Screen. To disable this feature, select "No."
Page Composer: Indicate whether the Web Pages link is available from within the folder.
Linking
The "Linking" tab will allow you to set how end users can link to external resources.
Custom Links: Here you can add or edit CustomLinks, such as links to catalogs or interlibrary loan forms.
To review your existing CustomLinks, select "Modify" in the CustomLinks row.
Select "Set Up/Maintain Customlinks"
Select the CustomLink you want to review. For example, to change the email in your interlibrary loan form, select the link for the ILL form and then look for "sendto=" in the "Query String" box. Replace the existing email address with the new address, being careful not to eliminate any other characters. Select "Submit" and then "Back to Customize Services."
To set up a new CustomLink, select "CustomLinks," "Add New CustomLink," and then either check the box beside the link you want to add or select "SetUp/Maintain CustomLinks." From "Add New CustomLink," you may either create a new CustomLink or copy from an existing template.
If you copy from an existing template, you will select which category and then "show other available CustomLinks" to select your template.
A-to-Z Link: Modify whether or not you want the AtoZ link to appear on your search page.
Persistent Links
Use this Profile for Persistent Links: Indicate that the profile should be used to log a user into EBSCOhost when a persistent link is followed for the same interface type.
Preferred Authentication Order for Persistent Link: Indicate the preferred order for authenticating a persistent link. The default order is: Cookie, IP Address and Referring URL. You can enter as many of the choices listed below as needed. They should always be entered in lower case, separated by commas.
Site Information on Persistent Links: Include Site information on persistent links URLs when persistent links are created in EBSCOhost.
Login Information on Persistent Links: Include Login information on persistent links URLs when persistent links are created in EBSCOhost.
Primary Proxy for Persistent Links: If applicable, enter the primary proxy for persistent links to EBSCOhost. This is the first proxy that is tried.
Secondary Proxy for Persistent Links: If applicable, enter a secondary proxy for persistent links to EBSCOhost. In the event of failure of the Primary Proxy, the Secondary Proxy is used.
Include scope information on persistent links: Select "On" to automatically include scope=site on a persistent link. The patron will have full access to EBSCOhost from the article.
Use Parent Customer ID on Persistent Links: Select "Yes" to force a "parent" custid onto persistent link url's created at "children" sites. The patron will always be able to authenticate with his library bar code or library user name and password, even if the link was created at some child site other than his own. Applies to Patron ID and CPID authentication methods.
SmartLinks
If you want to enable SmartLinks for the profile, select On. (On the Student Research Center, this is applied to a Teacher Resources Search only.)
External Link to open in new Window: When the user follows a SmartLink link from EBSCOhost to an external site, the default is to have the external link open within the EBSCOhost frame. To have the linked content open in a new window without an EBSCOhost frame, select On. (The default is Off.)
If you subscribe to Electronic Journals Service, in the Electronic Journals Service (EJS) Linking field, select On.
Enter your EJS Customer ID, User ID and password.
If SmartLinks uses CrossRef, select "On".
From the drop-down list, select the Collection Name that CrossRef uses.
Include scope information on persistent link: to include scope information on article-level persistent links, select "On".
Select "Submit." Your changes are saved.
Delivery Options
Set up options for end users to print, save, or export articles.
Printing: To allow the user to print search results, select On.
E-mail: To allow the user to e-mail search results, select On.
"From" E-mail Address: To set a default "from" e-mail address that users will see when e-mailing articles, enter an e-mail address here. If none is entered, the default will be ephost@epnet.com.
Allow Users to Change "From" E-mail Address: Select "Yes" to allow users to enter their own "from" e-mail address.
Direct Export: To allow the user to export search results (citations) in a variety of bibliographic manager formats, select On. The user will be able to save or e-mail his results from the Export Manager. (This feature is interface-specific, and may not be available for all interfaces.)
Enable Notetaking: To allow the user to take notes on articles and save them to the My EBSCOhost folder, select Yes. (EBSCOhost Only)
Default setting for "Save citations to a file format for": Indicate a default file format for saving citations (defaults to "Direct Export in RIS format).
Default setting for "Remove these items from folder after Printing/E-mailing/Saving": Indicate whether this field should defaults to On for the Print, E-mail and Save Managers.
Include "Current Search History" when Printing/E-mailing/Saving: Indicates whether the checkbox for this field on EBSCOhost Print/E-mail/Save Managers should default to On or Off.
Include when Printing/E-mailing/Saving: Indicate which format this field should default to when the user prints, e-mails, or saves Result List items. Select one:
- Brief Citation
- Brief Citation and Abstract
- Custom Fields
- Detailed Citation and Abstract (the default)
- AMA (American Medical Assoc.)
- APA (American Psychological Assoc.)
- Chicago/Turabian: Humanities
- Chicago/Turabian: Author-Date
- Harvard: Author-Date
- MLA (Modern Language Assoc.)
-
Vancouver/ICMJE
Maximum Citations to Print/E-mail/Save: Defines the maximum number of records the user can print or download from a single result list. (The value is in integers. Entering a number in this field is required. If the field is left blank, users will not be able to Print, E-mail, Save or Export items.)
Persistent Links Creation: Indicate whether the user has the ability to save or e-mail links to citations, citations with full text, and citations that contain full text and/or PDF files. When this parameter is set to "On," patrons see a choice on the E-mail and Save Manager Windows to e-mail or save links to articles. The ability to save a search as persistent link, and within the folder, the link "Persistent Links to Searches" is also available.
Display Library Name in E-Mails: To "brand" e-mails sent from the user's profile, as well as from alert e-mails, enter the library name in the text-entry field. (The default is blank.)
Make your selections on this screen and select "Submit."
Multilingual Options
Here you can allow or deny users the ability to select their preferred language.
Branding
EBSCOadmin allows administrators to customize the EBSCOhost and EBSCO Discovery Service (EDS) interfaces with either traditional or enhanced style branding options.
To apply traditional branding to an EBSCOhost or EDS profile:
If you have set up library branding, and you want to apply it to the profile, select the profile and select the Branding Sub-Tab. The Branding Screen displays.
General Settings
Customize Colors: Select Modify to customize your interface colors. (See “Customize Colors”)
Ask-A-Librarian: Select the Modify link and then indicate whether you will provide an e-mail link, or a link to your library’s web page. (See “Ask-a-Librarian”)
Show Custom Toolbar: View the branding chart in the right hand column to identify where your customizations will be made.
Customize Toolbar: Here you can arrange in what order your links appear inthe toolbar. Select "Modify" to make changes.
Show "Searching:" Label: Select "Yes" to display a searching message above the Find field. Select "No" to leave the Find field empty.
Change Text for "Searching" Label: Enter custom text that will appear next to the product name above the Find field.
Change Text for Product Name: Enter custom text that will appear as the product description above the Find field and in the web browser page title. For example, "Discover It!" or the name of your library.
Change Text for Product Description: Enter custom text for product description. For example:
"Discover It! will provide patrons with a single, simple entry point for research into the entire array of a library's collection and beyond."
Additional Options
Branding Style: Select Enhanced branding.
Basic Search
Library Logo Placement: The Discover It! logo defaults to the left of the find field.
Library Logo Image (enter URL): Enter the URL where the logo you wish to use can be found.
Library Logo Hyperlink (enter URL): Enter the URL to your library or institution's website.
Top Branding
Display Top Right Branding image (enter URL): Same as above.
Display Top Right Branding Text: Enter the name of your library here.
Top Right Branding HyperLink (enter URL): Enter the URL to your library or institution's website.
Mobile Branding Image: Enter the URL where your mobile logo will be found, if different from the above (note file size requirements).
Bottom Branding
Bottom Branding: Select the Modify to create a new Bottom Branding version or modify an existing version. (See “Setting Up Bottom Branding”)
Bottom Branding Version: From the drop-down list, select the version of branding that you want to display (defaults to "MT State").
More information on Discover It! can be found on these pages: