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    360 Search: Getting Started

    • Product: 360 Search

    What do I need to do to set up and start using 360 Search?

    This document is designed to get you started as quickly as possible with 360 Search. The information below is not intended to be a complete guide to everything about 360 Search; rather, it is a place to begin as you start to implement 360 Search for your library.
    This document has four sections; click the section title here to jump straight to that section:
    Getting Ready -- Prepare for configuring 360 Search.
    Getting Set with Databases -- Configure the databases patrons will search with 360 Search.
    Getting Set with the Interface -- Configure the interface patrons will use for 360 Search.
    Go! -- Make 360 Search available to your patrons and monitor their usage.

    Getting Ready
    360 Search is a federated-search tool that enables library patrons to search multiple databases simultaneously and bring up a single list of results. Configuring and managing some of the features of 360 Search is done in the Serials Solutions Client Center. Thus, a working understanding of the tools in the Client Center is necessary to work with 360 Search and any other product in your 360 Suite.
    A. Learn about the Client Center
    If you are unfamiliar with the Client Center, we encourage you to take some time with the options below to learn more about it:
    Play video icon
    Watch a series of short videos.

    Read Icon
    Read the 360 Core and Client Center: Getting Started guide.
    B. Check Account Permissions
    Verify your Client Center permissions to ensure you can access the tools necessary to configure 360 Search:
    1. On the Client Center Accounts page, click your name.
    2. Click 360 Core Permissions in the left-side navigation tree:


    3. You will need to have View/Edit access to the following tools:
      • Data Management
      • E-journal Portal Customization
      • 360 Search Customization
    4. If you do not have adequate permissions, please contact the person listed as Primary in your account and ask to have your permissions changed:

      Accounts List - primary account

    For more detailed information, you can:
    Play video icon
    Watch a short video on Adding Accounts, part of which discusses account permissions.

    Read Icon
    Read about accounts.
    C. List Resources to be Included in 360 Search
    You may find it useful to organize your collection of databases to add to 360 Search on a spreadsheet before beginning. We suggest a spreadsheet that looks something like this:
    Database Collection Spreadsheet Example
    The Authentication and Date Contacted columns will be explained later in this document.

    Getting Set with Databases
    We recommend you begin the process of setting up 360 Search by adding and configuring the databases or other resources you want to search in 360 Search. Using the spreadsheet from step C in Getting Ready (above) will help to keep you organized as you add and configure resources to 360 Search.
    A. Adding Databases and Connections
    All of the resources that will be searchable via 360 Search will need to be in Data Management. You may find that many or even most of them are already available in Data Management to support your other 360 Services. Resources that are missing can be easily added with the e-Catalog. You will find a list of all available 360 Search connections in the Serials Solutions Support Center.
    Finding Resources Using the e-Catalog
    The e-Catalog search form can be found at the top of every page in the Client Center and is the primary searching tool for you to find resources that you need to manage:
    E-Catalog Search Form
    Adding Databases
    1. Search for database in the e-Catalog by selecting Database and Name Begins With from the e-Catalog pull-down menu.
    2. Determine connection availability by looking in the Has Connection column. Databases that you want to include as searchable items in 360 Search need to have a Connection. Resources that you want to include as a link-only will not need to have a Connection::

      E-Catalog Search Result -- Has Connection

    3. Click on the database name from the search results page.
    4. Click Edit in the upper-right side of the page. Using the pull-down menu, change the Status of the resource from Not Tracked to Subscribed. Click Save. The resource has now been added to Data Management.
    5. Click Edit again. Check the box next to 360 Search in the Display In: section to display the database in 360 Search. Using the pull-down menu, select Connection if you want to enable the database to be searched via 360 Search, or Link-Only if you want to add the database as a linkable resource only.
    Play video icon
    Watch a video about Adding a Database or Resource to 360 Search.
    Adding a Resource as Link-Only:
    You may find it useful to add a resource or database to 360 Search as a link even if it cannot be included in a federated Search. This way patrons who use 360 Search but skip your library's A-Z list of databases will know the library subscribes to the resource. To add a resource to 360 Search so it appears as a link on the database page, but cannot be included in a 360 Search, you can configure a Link Only resource.
    Read Icon
    Read about Adding a Database as a Link Only to 360 Search.
    Requesting a New Database Connection:
    If you cannot find a specific resource you want to add, or if the resource you want to add does not have a Connection, you have two ways of asking Serials Solutions to add it:
    1. From any Database Details page, click the Request This Connection button. Select 360 Search and New Connection Request from the pull-down menus and complete the New Connection Request Form; or
    2. Use the Support Portal option near the top of this page. Select 360 Search as the category, and New Connection Request as the subcategory, and then provide the requested information.
    B. Configuring Database Details
    Customizing the resource URL, changing the display name of a resource, and adding a description to a database are all done from the Database Details page. To get to the Database Details page, click onto the name of the database from the Data Management Home.
    C. Configuring Database Connection Settings
    Once the resource is available in Data Management, the next steps is to configure the Connection Settings.
    D. Contacting Vendors to Get Authentication Information
    Because 360 Search will most likely include many of your library's subscription resources, you will need to gather authentication information from the providers to allow the connection technology to work properly. Using the spreadsheet you created in Getting Ready (above), you can sort your list of database by provider and note what kind of authentication each provider requires and the date you contacted them to get the needed information.
    E. Including Your Library Catalog
    If you would like to include your library catalog as a resource to be searched in 360 Search, please send the following information to Serials Solutions using the Contact Us feature near the top of this page:
    • OPAC Vendor and Type
    • OPAC URL
    • Desired Connection Type: HTML or z39.50
    • If you choose a z39.50 connection, we will need these settings:
      • Server address
      • Port number
      • Database name, if any
      • Username and password to access, if any

    Getting Set with the Interface
    After adding and configuring the resources to be searched in 360 Search, your next step is to configure the user interface for 360 Search. The necessary tools are available in the Administration Console, which is accessible through the Client Center Home page:
    Client Center Home - 360 Search - Administration Console
    Play video icon
    Watch a video about Customization Options for 360 Search.
    A. Language Support
    The Languages page in 360 Search allows you to configure the interface languages available to patrons when they use 360 Search.
    Read Icon
    Read about configuring Languages settings in 360 Search.
    B. Branding Options
    The Branding Options page in the Administration Console allows you to configure the appearance of your 360 Search interface to match your institution's theme. You may include your web page header and footer as well as local Cascading Style Sheet (CSS) settings.
    Read Icon
    Read about customizing the Branding Options in 360 Search.
    C. Search Page Options
    The Search Page Options page in the Administration Console allows you to configure several key elements on the main search page of your 360 Search, which can have a profound effect on the search experience for your patrons. Please consider these choices carefully and select the settings that best serve your library's users.
    Read Icon
    Read about Configuring the Search Page Options in 360 Search.
    D. Results Page Options
    The Results Page Options in the Administration Console allows you to define the placement of page elements on the 360 Search results page, including the Sort and Filter Controls, the location of the Toolbox and Results By Source summary on the page, and the behavior of Thumbnail images.
    Read Icon
    Read about Configuring the Results Page Options in 360 Search.
    Play video icon
    Watch a video explaining the Results page in 360 Search.
    E. Subject Categories
    Subject Categories are collections of databases arranged by subject. Add, edit and remove categories and subcategories, and assign databases to your defined subject categories and subcategories.
    Read Icon
    Read about Configuring the Subject Categories in 360 Search.
    F. Custom Text
    Override the default text for any label or message on the 360 Search pages in each language you choose to include. Please consider the default entries carefully and wherever necessary override them with text that will best serve your library's patrons.
    Read Icon
    Read about Customizing Text in 360 Search.
    G. Custom Search Boxes
    You can use the Custom Search Boxes feature of the 360 Search Administration Console to configure the HTML for Custom Search boxes for 360 Search.
    Play video icon
    Watch a video about configuring Custom Search Boxes in 360 Search.
    Read Icon
    Read about creating a Custom Search Box in 360 Search (click here).
    H. OpenURL Link Resolver
    You are encouraged to integrate your library's OpenURL link resolver with the 360 Search interface so patrons can easily get to the full-text of an article if it's available in your collection.
    In the Library URLs section of Library Settings, select your OpenURL Link Resolver Product and provide the Link Resolver Base URL. If your library uses 360 Link, the Link Resolver Base URL field will automatically be populated with the correct information:
    Library Settings - Library URLs - Select Link Resolver

    Congratulations! Your 360 Search site is complete. When you're ready to make your 360 Search site accessible to patrons, please put a link to the 360 Search URL on your library's webpage. The 360 Search URL can be found in the Client Center; it's labeled View 360 Search under the 360 Search heading.
    Read Icon
    If you still have questions about 360 Search, you may find the answer in this FAQ.
    A. Authentication
    To ensure your patrons will be able to access 360 Search, you may need to set up authentication.
    Instructions for setting up library IP ranges, referring URL, Athens/Athens DA, ILS-based, shared username/password, Shibboleth, or token-based authentication are found in the User Authentication: Getting Started guide.
    If you use EZproxy, your library's EZproxy Server IP must be registered with Serials Solutions. Using the Contact Us tab near the top of this page, please send us your EZproxy Server IP.
    Read Icon
    Read about setting up your EZproxy server to work with 360 Search.
    B. Usage Statistics
    Once your patrons begin using 360 Search, you may wish to monitor how much usage there is of your federated-search service. 360 Search usage is reported in Usage Statistics, the link to which is found on the Client Center Home page under Assessment Tools. Once you are on the Usage Statistics page, select the 360 Search Usage Statistics folder.
    The Serials Solutions Usage Statistics tool tracks the following metrics for 360 Search:
    • A count of searches and sessions performed; and
    • A count of resources included in searches
    Read Icon
    Read about the Usage Statistics in section 4.9 of the 360 Search Users Guide.
    Play video icon
    Watch a video about Usage Statistics (in the 360 Core videos, but it applies to 360 Search).

    • Date Created: 9-Feb-2014
    • Last Edited Date: 20-Feb-2014
    • Old Article Number: 7449
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