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YUL Interface Documents: Customized Search

For all library staff. This is a place to document all changes and decisions to library interfaces.

Introduction to Summon Customized Search

Summon offers a simple tool that lets you created customized search interfaces in a Libguide. You may create:

  • a search box.  When the search is invoked, the user is sent to the Summon interface, and results are displayed there.
  • a search widget.  When the search is invoked, results are brought into the widget.

You can control some aspects of the look and feel of these embedded searches. Either type of embedded search can be customized as so that only specific formats, dates, languages or subjects are returned.

Search Box Examples

Here is an example to try. When you execute you'll see that newspapers have been excluded, and results are brought back from beyond the Yale collection. These options are indicated in the refinement facets on the left. You should see that as you enter text search there is an autosuggest feature which shows possible search terms.

Here is another example. In this case the dimensions of the box have been altered to 450 pixels wide. Also note that you can change the text above the search box.

Embedded Search Widget Example

This is an embedded widget. You can use this to show the user some results while keeping them in the Libguides interface. Results are brought back into the widget box.

Inserting Summon Search in Libguides

You can create a Summon search that is targeted for users of your Liguide. 

How you do it:

1. Go to http://yale.summon.serialssolutions.com/widgets

2. Decide if you want a search box which takes your user directly into the Summon interface, or you want to insert a widget which will bring results back into your Libguide.

3. Depending on your decision, click in that area of the Widgets page.

4. Limit the search from the available options under Search Setup. You can limit to

exclude newspapers

only include peer-reviewed journals

particular subject terms or disciplines

English only (or other languages)

Publication years 

5. Go to the Get Code tab area. Copy the text that displays.

6. Insert a Rich Text Box in the Libguide. Edit text and then use the Plain Text Editor (this is very important). Paste the code from the Summon Widget. 

Here is an example: it is scoped to English only, articles published after 2010, with the subject heading technology. It includes articles and newspapers.