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    Summon: Release Notes

    • Product: Summon

    Where can I find the Summon service release notes?

    Upcoming and recently released features are listed below, along with notices of major changes to the Summon service. To stay informed in the most timely way, however, you should consider subscribing to the Summon listserv.
    You might also be looking for:
    • The status of the Summon Index in relation to content changes you are expecting to appear in Summon.
    • System Status Page providing updates on system availability, known performance issues and more.
    • The Release Preview Environment where you can view your Summon instance with the changes that will be included in the next release.
    • A list of planned Summon 2.0 user interface projects, see the overview of interface development plans.
    • Recordings of Summon Update sessions presented by the product management team.
    • The Ideas Exchange page where you can post, vote and comment on what you feel is important to further Summon development.

    February 1, 2017

    We made the following changes to improve performance and usability with Summon:
    • Database Recommender and Best Bets Improvements
    Improved how both are triggered for inclusion at the top of the results set.
    Resolved issues that were preventing database recommender from making recommendations when a user's query matched certain tags associated with a database.
    Addressed issues preventing Best Bets from being recommended despite matching tags, particularly when automated query expansion is applied to a search.
    • Topic Explorer Improvements
    Ensured the Suggested Librarian in the topic pane, if present, is drawn from the first displayed libguide, when available.
    Reinstated the Recommended Research Guide heading in the Topic Explorer pane; this heading was missing from this section after our latest release.
    Cleaned Wikipedia articles to remove HTML from within the entries.
    Bug Fixes
    Beyond the fixes and improvements listed above, we have also made the following issues:
    • The Export to from within the Save Items folder did not export any citation at if you were not logged in to prior to running the Export To function.
    • For the Customizer in the Admin Console, the system was making numerous calls to the server to complete a task, slowing down responsiveness and increasing the potential number of timeouts that could occur: we reduced the numbers of calls to the server the customizer has to make to complete actions, which should result in better performance and show some improvement in availability.
    • Logos were disappearing after authenticating via authentication banner: some institutions' logos would disappear after authenticating via a proxy.
    • SpringShare V2 Chat Widget was not appearing: a defect in the system resulted in the widget or widget availability not appearing on the top or right side of the page.  
    • We have refactored the menu system (used for the hamburger and phone responsive-size facets menu) to improve the overall layout on smaller devices and improve the implementation of responsive design.
    • The Saved Items buttons were disappearing from A&I (Abstracting & Indexing) and detail pages in the phone view; now, from the A&I page, if you save an item, and then click the Saved Items button in the header you should see "Clear all" and "Options..." buttons in the header.
    • A defect in the system would cause the Altmetrics badge to load despite Altmetrics being set to off for that site.
    • A defect previously prevented the FavIcon from appearing in the browser tabs in FireFox. Now your FavIcon should appear in the tab for FireFox.
    • Fixed errors that occurred that prevented emails from being sent when a user tried to email citations they have saved.
    • Addressed issues preventing customers from registering new email addresses for the Content Ingestion Report within the Summon Admin Console.
    Newly Indexed Content
    We've recently added the following content to the Summon Index:
    • CAIRN: Journals
    • Oxford University Press: Oxford Very Short Introductions

    December 15, 2016

    We made the following changes to improve performance and usability with Summon 2.0:
    • Query Expansions
    We have added new Library of Congress Subject Headings to query expansions so that variants (as specified by the LCSH) are now used to expand queries. For example, a search for bionanotechnology is now expanded to include results for "nanobiotechnology" since "bionanotechnology" is a variant of "nanobiotechnology". Or science of language is now expanded to include results for linguistics since science of language is a variant of linguistics.
    Please note that not all variant heading mappings from LCSH are included in the new query expansion. For example, healthcare is defined as a variant for the heading medical care in LCSH. This mapping is not included in the current query expansion data set because healthcare is a very common term, and it is probably not necessary nor desirable to expand the query for healthcare to include results for medical care .
    Another new feature included in this release is the context-sensitive expansion feature. LCSH uses the notion of qualifying terms indicated in parentheses. For example, optimization (linguistics) is defined as a variant term for the heading optimality theory with the qualifying term linguistics . This means the term optimization used in the context of linguistics is a variant for the heading optimality theory . The new feature looks for both the variant term "optimization" and the qualifying term linguistics , and it does the expansion only if both terms are present in the query.
    • optimization >> no expansion
    • optimization engineering >> no expansion
    • optimization linguistics >> search expanded to include results for "optimality theory"
    • linguistics optimization >> search expanded to include results for "optimality theory"
    • Database Recommender Improvements
    In addition to upgrading the overall recommendation service to use updated technology (now uses Java8, for example), now any database that you have rights to is available for recommendation. This means there are over 47,000 databases available for recommendation.
    If you have Database Recommender activated in your instance of Summon, any databases you have rights to will be made available for recommendation by default. Customizing resources for recommendation is done via the Recommender page in the administration console.
    We ve also updated the navigation and search functionality for databases within the admin console to make managing these resources easier.
    Also we have addressed outstanding issues or defects:
    • Searching on a tag or name of a Best Bet in quotation marks now returns an appropriate match
    • Better handling of different accents in Spanish and Catalan
    • Best Bets now appear with Query Expansion
    • Topic Explorer Relevance Improvements
    We've improved the reliability and frequency of topic matching to provide more relevant topic recommendations. This includes:
    • Better matching of longer queries; for example, English as a Second Language previously did not return a topic; now this search term can produce a match
    • Better handling of close matches for longer phrases, to eliminate false matches; for example:
      • Previously the topic stress in the workplace would trigger a match for a search for either _______ in the workplace or stress in the ______ , so that lunch in the workplace or stress in the joints would result in the matching topic stress in the workplace ; phrase matching (having 3 words in order) would trigger the match despite the disconnect
      • Now we have balanced phrase matching with better term matching, so that the above examples no longer return the topic, but the following do: stress in the workplace, stress and workplace, stress from the workplace, and stress in a workplace
    • The addition of JapanKnowledge as a resource available for topic content
      • You need to have rights to this content in order to display it in the Topic Explorer, and the database is turned on as a Summon Topic by submitting a request to our Support team.
    Note: all examples provided in these release notes may not be valid for your implementation of Summon. Generating a match is dependent on the source of your Topic Explorer content and how you have the service configured.
    • Analytics
    We are pleased to announce that with this release, we will be replacing our current reporting system with Oracle Business Intelligence (OBI). In addition to the launch of the initial dashboard, which includes reporting equivalent to our current set of reports, this release lays the groundwork for expanded reporting of events throughout the Summon interface.
    A few things to note regarding this initial launch of OBI reporting:
    • Logging of data will begin at the time of the December release
    • We will run our current analytics platform, Urchin, and the new system, Oracle Business Intelligence or OBI in parallel while we validate the outputs of the new system
    • Moving forward, 2016 data will be available in Urchin and 2017 will be available in OBI
    • Reports will be made available after a complete month of data collection, at the beginning of February
    • When the reports are live, you find the reports under the current Usage. Under that tab you ll find two sub tabs: Historical and Current . (Historical = Urchin and Current = OBI)
    We will follow up in January with more details on the launch of our new analytics, including dates and support materials.
    • Relevance Improvements: Subject Term Boost
    With our December release, we are publishing a new relevance algorithm with Subject Terms having a higher influence in relevance. Previously subject terms were given similar treatment to other metadata found within the record; now subject terms are given a boost more similar to how Title or Author are treated.
    This new relevance algorithm is one of six we tested with a Subject Term boost, and this candidate demonstrated the best performance for application of the boost as well as preserving performance for other types of searches, such as known item searches.
    For example, the boost should only apply when query terms match specific subject terms and not when subject terms are found in other fields in the record. When searching on computational linguistics, the title foundations of Computational linguistics shouldn t be affected, since computational linguistics is not a subject term for this item. However, the title Readings in Machine Translations should get a boost since computational linguistics is a subject term in that record. Also, the title Japanese Computational Linguistics should get a boost because it also has computational linguistics as a subject term.
    Note: Because relevance ranking is a complex calculation of multiple factors, actual influence of subject terms will be determined by the search parameters at the time of execution. Also, you may not be able to recreate these exact examples in your instance of Summon due to differences in the search configuration at the time of searching, including differences in content rights, configuration, and facets applied, for example.
    • Bug Fixes
    Beyond the fixes and improvements listed above, we have also made the following changes to improve performance and usability with Summon 2.0:
    • Addressed issues that were causing the Summon search box generated by the Summon widget to disappear
    • Corrected the placement of the spinner overlay icon in Right-to-Left interfaces
    • Addressed issues with text appearing out of margin in the new Summon results page preview pane
    • Removed "Indian" as a language option in Advanced Search Language dropdown
    • Corrected issues with the MLA Citation format

    Newly Indexed Content

    We've recently added the following content to the Summon Index:

    • American Psychiatric Publishing: Journals
    • American Psychiatric Publishing: Books
    • Cambridge University Press: Cambridge Edition of the Works of Ben Johnson Online
    • Exeley, Inc.: Journals
    • Haksulkyoyukwon: eArticles
    • Henry Stewart Talks: Journals
    • Medical*Online: eBooks
    • Medical*Online: Journals
    • NBD Biblion: Uittrekselbank / Uittrekselbank Jeugd
    • NBD Biblion: LiteRom
    • Nikkei, Inc.: Nikkei Asian Review
    • PierOnline (Japan): eBooks
    • SUNY Geneseo: Open SUNY Textbooks
    • UMN Center for Open Education: Open Textbook Library
    • Verlag C. H. Beck: Books
    • 1Science: oaFindr
      • Note: This resource can be added to your profile by contacting our Support team. Use the Support Portal (accessible from the More Sites drop-down menu above)

    August 24, 2016

    ProQuest released the following updates to improve performance and usability with Summon 2.0:
    • Results Page Refresh
    We have resolved a number of outstanding issues, have added some new functionality, improved usability and updated the overall interface on the Summon Results Page. These changes are not limited to but include:
    • Use of the pop-out menu (sometimes referred to as the hamburger icon) on the top right of the desktop responsive design, mirroring the Summon interface for smartphones and tablets; this also now includes a link to the Search Widget Builder
    • Facet pane improvements easier include and exclude, ability to search/filter long facet lists, addressed issues with location of Apply and Cancel
    • New date picker, including suggested pre-formatted date ranges as links
    • Better integration of the Preview pane; now displayed underneath each result, allowing for Topic Explorer or other content to persist in the right column and resolving interactivity issues
    • WCAG (Level AA target) / Section 508 Accessibility Review which will include an update of our compliance checklist
    • Fixed the following bugs and customer-identified issues:
      • Changed Permalink text to Permanent Link , added a link icon, and added a success alert after copy; this link can now be found in the expanded preview pane underneath each result
      • Saved items dialog link now working correctly (sometimes it required two clicks, and the tooltip notification didn't work)
      • Custom link and Widget Builder link aren't treated with the Custom Colors
      • 'Back to Top' button is now centered and correctly behaves in its 'float' position
      • Chat Widget no longer disappears when dragged all the way to the bottom of the screen
      • Fixed some IE8 / possible IE9 icon issues that had to do with checkmark and facet edit button

    The UI changes are a refresh of the interface based on your requests, user feedback, and improved functionality. An overview of the improvements is also available this PDF, and you can also view a recording of the improvements that were covered in the August Summon Quarterly Update webinar. To view the recording, click here or see the August 9 entry in Recorded Training Sessions and Special Event Presentations for 360 Services, Intota, 360 KB, Summon, and Ulrich s.

    Known Issues or Changes to the UI

    To better prepare you and your users for the change, a few things we thought you should note:
    • Custom scripts may not work with the new UI; we tested many of the common customizations to determine if they might conflict with the UI, and we found most should work; however, to be safe, you should turn off custom scripts and then test them as you turn them back on.
    • The default colors for Summon will change slightly; the gray is a little darker to show better contrast with icons.
    • If you ve implemented custom colors, please check the icon contrast with your custom colors; you may need to adjust them to a slightly lighter or darker color.
    • Custom links at the top of the Summon page will appear in the pop-out menu in the upper right hand corner of the browser; if you have implemented a custom link, you should check the link's font and style to ensure they are correct; you may need to apply your custom style to these custom links.
    • We have addressed issues with longer links not working in Internet Explorer; a side effect of this is that when a user hovers over a link, the link will not display in the bottom left-hand corner of the browser.
    • Topic Explorer Improvements
      • Added many missing discipline- and subject-term-level topics to Topic Explorer
      • Identified approximately 100 topics for inclusion by comparing current topics to HILCC, Library of Congress Subject Headings, FAST dataset and ProQuest s controlled vocabularies; the list of new topics is available in this spreadsheet
      • Increased number of matches across all topic resources, including more matches for existing content sources and additional matches for Related Topics
      • Increased likelihood of appropriate matching by mapping common terms to topics (such as ensuring accountant would trigger the topic Accountancy )
      • Revised process for adding new sources for Topic Explorer to allow for easier addition of new sources for content
      • Added the first additional resource (World Book) for use in Topic Explorer; more to follow

    Bug Fixes

    We have made the following changes to improve performance and usability with Summon 2.0:
    • Resolved an issue in Internet Explorer with encoded URLs that would result in a Page Not Found error (HTTP 404 error)
    • Revised response to HAN Proxy to address issues with Real-Time Authorization using HAN
    • Fixed issue with browser back button not returning to Search Results Page From Catalog Details Page
    • Resolved issue to ensure when full-text link is available, it should take precedence over print
    • Issues with support for having multiple search box widgets on a single page have been resolved
    • Removed extra period from MLA 8th Edition citations


    For this release we focused on improvements using Subject Terms and Controlled Vocabularies to improve relevance. We reviewed the application of LCSH, MeSH and Sears Subject Headings to determine their influence on relevance. Our investigations determined that the current algorithm uses subject terms and controlled vocabularies to influence relevance well. Summon queries already benefit from the matching to and influence of Subject Terms and Controlled Vocabularies and we will not be promoting any updates to the algorithm for this release.

    We also identified potential enhancements to provide better visibility and controls for using Subject Terms and Controlled Vocabularies. For the December release, specific enhancements we are reviewing include improved faceting tools, subject term augmentation, and query expansion improvements.

    Newly Indexed Content

    We've recently added the following content to the Summon Index:
    • McGraw-Hill: Access Science
    • McGraw-Hill: Murtagh Collection
    • OpenStax: eBooks
    • SAGE: Knowledge Business Cases
    • ProQuest: History Vault: Women at Work During World War II: Rosie the Riveter and the Women s Army Corps
    • ProQuest: History Vault: Confidential U.S. State Department Central Files, Africa and the Middle East, 1960-1969
    • ProQuest: History Vault: FBI Confidential Files and Radical Politics in the U.S., 1945-1972
    • Parliamentary Library, Australia: Parliamentary Journal Articles
    • Parliamentary Library, Australia: Parliamentary Bills Digest
    • Parliamentary Library, Australia: Parliamentary Biographies
    • Parliamentary Library, Australia: Parliamentary Members
    • Parliamentary Library, Australia: Parliamentary Political Party Documents
    • Parliamentary Library, Australia: Parliamentary Previous Parliaments
    • Parliamentary Library, Australia: Parliamentary Press Clippings
    • Parliamentary Library, Australia: Parliamentary Press Releases
    • Parliamentary Library, Australia: Parliamentary Library Publications, Seminars, and Lectures
    • Parliamentary Library, Australia: Parliamentary Senators

    June 22, 2016

    ProQuest released the following updates to Summon 2.0:
    • Enhanced Search Widget Builder
      • You can now build an embedded search box or widget using any of the facet and filter options available via the Summon 2.0 UI.
      • Simply replace MyDomain with your library name in the URL, then follow the instructions.
      • If you have already created search widgets or boxes using the existing tool, there is no need to recreate your search widgets or boxes unless you want to modify the criteria you originally used in creating it.
    • Chat Widget Support Improvements
      • Summon now supports integration with the QuestionPoint chat widget; you can activate your widget using the Enable QuestionPoint Qwidget section of instructions in our Chat Widgets article.
      • We also improved integration with LibraryH3lp, allowing for the use of a custom widget created in LibraryH3lp rather than the default design, and changed the LibraryH3lp chat widget prefix from http to https.
    • Citation Improvements
      • Summon now supports citations based on the MLA 8th Edition and AGPS Press - Style Manual, 6th Edition.
      • Citation exporting now supports
    • API Enhancements
      • Faceting by Content Provider
        • Ability to limit results to a specific content provider
        • Initial release is API only, to support specific needs via the API
    • Faceting by Database
      • Ability to limit results to a specific content provider
      • Initial release is API only, to support specific needs via the API

    Bug Fixes

    We have made the following changes to improve performance and usability with Summon 2.0:
    • Infinite scroll "More results failed to load" error has been resolved
      • This bug had an impact on a variety of components of Summon and could manifest itself and has been reported in a variety of ways, including:
        • Newspaper facet with date limiter showing only 10 results regardless of actual number.
        • Intermittent problems retrieving more than 10 items.
        • Image Spotlighting triggering "More results failed to load" error.
        • Content type filtering not working correctly with rollups filters.
        • Filtering by "Newspaper Articles" on Date-Limited Searches Leads to Inaccurate Results Count Displayed.
    • Translation improvements
      • We continue to address outstanding translation issues as we work on improving the overall Summon experience, including resolving the following items:
        • Feedback form email is not translatable.
        • Translate About, Help, and Feedback Form Pages.
        • The button "Find Journal Article" and parts of the Mobile UI are missing Swedish Translations, and languages need to be localized in the drop down.
        • Fields controlling the labels for various citation services in the Saved Items folder page are missing or the translations are broken.
        • Application Error message displays only in English.
        • Missing translation for content types in the A&I page.
        • Some UI fields are not using translations file.
        • "Enter a valid date" message in Publication Date Slider isn't translated in non-English UI.
        • Updates for Spanish and Italian translations.
    • Other Bug Fixes
      • Feedback form no longer requires the user to enter an email address when your feedback form is set up for email address optional.
      • Topics: When searching on various country names, Britannica is not returning results.
      • UI issue on saved item section: overlap of RefWorks icon and link "clear all" overlapping with saved items folder icon.
      • Browser back button does not return to Search Results Page from Catalog Details Page.

    Results Page UX Improvements (Phase 1 - Planning and Testing)

    At ELUNA, we announced we d have initial mockups for proposed improvements to the results page user experience. Over the next few weeks we will be soliciting feedback and conducting user testing to help us finalize the changes.

    For now, you can find a preview of those changes on the Overview of Summon 2.0 User Interface Development Plans page. Included in the Overview PDF is information on how to provide feedback on the proposed changes. We will keep you posted on the results!

    Newly Indexed Content
    We have recently added the following content to the Summon Index:
    • Encyclopedia Britannica: Britannica Online Japan
    • German National Library of Economics: EconStar
    • Edward Elgar Publishing Ltd: Reference Books, Reference Reviews
    • Endocrine Society: Endocrine Press Journals
    • Gale: National Geographic Virtual Library
    • Hyweb: ERIC
    • McGraw-Hill: OB/GYN Collection, Neurology Collection, Pharmacotherapy Principles and Practices, Access Medicina
    • ProQuest: Ebook Central
    • OhioLINK: Dissertations
    • World Bank: Open Knowledge Repository
    • Nikkei Business Publications

    March 9, 2016

    ProQuest released the following updates to Summon 2.0:
    • Permalink improvements, addressing some outstanding requests for additional functionality
      • You now have the ability to turn on or off the record display of persistent links (permalinks) to the item, as well as the ability to change the colors of links.
    • Translation improvements
      • The language drop down for selecting the language in the UI will now display options in the native language.
      • Czech and Catalan help text have been added and updated.
    • AGLC3 and Oxford citation styles have been added as export options in the saved items folder.

    Newly Indexed Content
    We have recently added the following content to the Summon Index:
    • BookCube
    • Cambridge University Press - UPO
    • Cl o (Centre pour l' dition lectronique ouverte)
    • Igaku-Shoin (Japanese)
    • Mcgraw-Hill Access Case Files
    • Oxford University Press - Law
    • Sage Research Methods Databases

    January 20, 2016

    Enhancements and Bug Fixes
    ProQuest released the following updates to Summon 2.0:
    • Addition of Altmetric to the Summon UI
      • You now have the ability to activate an Altmetric Badge within Summon. Altmetric Badges display information about an article's scholarly impact as expressed through online, social media and news mentions.
      • For content that has associated Altmetrics, this badge will appear and will link to basic reporting from This reporting is available without subscription.
      • You can activate the Altmetric Badge within a Summon record and on the Summon Item Preview pane. The default setting is OFF. To learn more see the Altmetrics section of Summon: Administration Console: Settings.
    • Consortium: Change Items at My Institution facet behavior to include all resources
      • Previously, limiting to Items at My Institution in a consortium setting for Summon included print material but excluded electronic resources available at your specific institution.
      • We ve modified the logic so that the Items at My Location Facet now displays the resources a patron has immediate access to, both print and digital.
      • When the user selects the "Items at my institution" filter, the results include both 1) the library's electronic holdings based in their Intota or Client Center profile and 2) the catalog holdings from that individual institution only, not including content from other consortium members.
    • Bug Fixes
      • LC call numbers now appear in the Item Preview pane in Summon 2.0. Previously Dewey call numbers appeared, but not LC call numbers. They will now show up in the preview pane. Individual institutions can turn this on or off for their specific instance - see the General section of Summon: Administration Console: Settings.
      • Improved ingestion of libguides for topics content; previously topic content processing added new libguides without discarding previous ones; this change should insure that the newest values will appear in the Summon Topic pane.
      • Corrected an issue with the email/export option regarding variations between the use of an abbreviation for edition and spelling it out; previously the email/export option would format the citation incorrectly if edition was spelled out.

    RefWorks Replaces Flow
    This week all interface labels and branding, within Summon and the Summon Administration Console, will be updated to reflect RefWorks instead of Flow. In addition, free individual access to RefWorks will be only available through the Summon interface. Read more about the Summon-RefWorks integration and the benefits it provides to your users through the Summon 2.0 interface.

    Newly Indexed Content
    We have recently added the following content to the Summon Index:
    • SAE International - Technical Papers
    • The European Library
    • Toyo Keizai - Journals
    • SAGE Video
    • Cognitive Sciences ePrint Archive
    • Sabinet SA e-Publications

    December 1, 2015

    Enhancements and Bug Fixes
    ProQuest released the following updates to Summon 2.0:
    • Improving the Facet Pane
      • Added Exclude functionality
      • Revised the "More Facet Pane" to improve readability and usability
      • Corrected issue with truncated Facet Labels and document counts
      • Addressed bugs related to tool tips, translation codes and facet counts
    • Summon-SIPX Reading List module availability: Helps instructors who find quality readings in Summon share easily with students through ProQuest SIPX s course materials solution. (Subscription purchase required, early adopter pricing available for a limited time please contact or see here for more details. Learning Management System connection upgrades also available.)
      • SIPX integrated into Summon's Saved Items pane as an export option
      • Configuration settings added to the Administration Console
    • Add ability via the Settings Page in the Administration Console to remove RSS Feeds in the Summon UI.
    • Fix bug in Summon Search Widgets: Apostrophes can now be included in search terms.
    • Fixed Saved Items bug: Full list of saved items are exported as expected.
    • Summon Topics improvements:
      • Prevented unrelated topics from displaying in Related Topics list.
      • Improved topic retrieval from Wikipedia for searched terms to avoid inappropriate results.
      • Corrected 404 (page not found) errors when accessing Gale Virtual Reference Library via the Read More link.
    • Fixed logo bug: Summon logo can now be uploaded successfully via the Settings Page in the Administration Console.

    Newly Indexed Content
    We have recently added the following content to the Summon Index:
    • ACI - Scholarly Blogs
    • The Audio Engineering Society
    • Brill - Reference
    • CAIRN - Books
    • Cambridge University Press - Cambridge Books Online
    • Cambridge University Press - Shakespeare Survey Online
    • Database of Recorded American Music (DRAM)
    • Edward Elgar Publishing
    • GEOTAR
    • HBO Kennisbank
    • McGraw Hill - Access Pediatrics
    • McGraw Hill - Access Physiotherapy
    • McGraw Hill - Access Pharmacy
    • McGraw Hill - Access Surgery
    • McGraw Hill - Access Neurology
    • McGraw Hill - OMMBID
    • Moazine
    • SAE International - Journals
    • SAGE Business Researcher
    • SciELO (Scientific Electronic Library) - eBooks
    • Vandenhoeck & Ruprecht - eBooks

    Overall System Improvements
    Many of our development resources for this release have been focused on the continuation of the systems work described in our September release notes below and reviewed in our July and November quarterly roadmap review webinars (recordings available in the Support Center here).

    As described in those webinars, we are working on shifting from our current datacenter configuration to a blue-green deployment configuration, as well as other fundamental changes to our systems. While this release represents furthered back-end work, the new configuration will not replace our existing system until the entire suite of work for this phase is complete.

    We will continue to prioritize bugs, issues and enhancements for Summon as we work to improve the Summon platform.

    September 23, 2015

    Enhancements and Bug Fixes
    • Improvements and bug fixes related to citations and citation formats, including the following formats:
      • Harvard
      • APA
      • MLA
    • Fixed bug concerning Library Location facet not initially displaying
    • Addressed issues related to simplified and traditional Chinese

    Overall System Improvements
    Many of our development resources for this release have been focused on the fundamental system changes reviewed in the quarterly roadmap review session (see the July 21 Summon Update and Q&A recording available on our recordings Support Center article). As described in that webinar, we are working on shifting from our current datacenter configuration to a blue-green deployment configuration, as well as other fundamental changes to our systems.

    As a reminder, here are some of the benefits we should gain from completion of these system improvements:
    • Faster deployment and system upgrades
    • Zero downtime for new product releases and upgrades
    • Capability for continuous integration and delivery
    • Improve testability and overall quality (QA environment as close to production as possible)
    • Improved process automation and management tools

    This is also the first step and foundation for increasing the frequency for rights updates and content indexing.

    While this release does represent some of that back-end work, this new configuration will not replace our existing system until the entire suite of work for this phase is complete. We will continue to prioritize bugs, issues and enhancements for Summon as we work to improve the Summon platform.

    August 18, 2015

    An update to Summon's relevance algorithm:
    • Two primary improvements:
      • Improved balance between dynamic and static rank: Summon s relevance ranking algorithm uses two types of relevance factors: the dynamic rank and the static rank. The dynamic rank factors describe how well a given query matches each record. The static rank factors represent the importance or value of each record. One common type of relevance issues we have observed in the past involve cases where the influence of the dynamic rank is too strong, such that records with low static ranks, such as old publications and less important content types, appear among the top search results. The new algorithm has a better balance of the dynamic rank and the static rank, and it should reduce the number of such issues.
      • Improved balance of short titles and long titles in the top results: Previously, Summon's ranking algorithm tended to emphasize records with short titles, especially those that closely match the query string. The new algorithm reduces the influence of the field length normalization and the exact match boost, and as a result, top search results include a better mix of short and long titles that are relevant to the query.
    • There are a number of other improvements being made in the new algorithm. One noteworthy property of the new algorithm is that short and general topical queries (e.g., linguistics, global warming) tend to return more books, eBooks, references and journals among the top results. And long and specific topical queries (e.g., linguistics universal grammar, global warming Kyoto protocol) tend to return more journal articles among the top results.

    July 22, 2015

    A patch release including the following updates:
    • Added a Permalink to the Summon record display to make copying the persistent bookmark easy.
    • RSS in Summon 2.0 no longer requires authentication.
    • Addressed error with widget not accepting apostrophes in search, breaking external searches.
    • Addressed conditions causing Application Error: Unexpected Search Error messages.
    • Fixed bug concerning running a new search on a detail page failing to load the results.

    June 30, 2015

    RSS Support for Summon 2.0: In digging into the RSS feed issues, it looks like the errors can be caused by a variety of combinations, including the RSS feed plugin you re using for your browser, your authentication status within your network and your access method for your network, and the feed itself.

    Basically, you need to be authenticated and using an up to date, current RSS reader. If other RSS feeds are working, then the issue probably has to do with authentication and the RSS feed configuration. If other feeds are not working, then it may be an issue with your RSS reader or plugin for your browser.

    While I have had individuals contact me and say they have been able to use the RSS feeds without error, the steps involved to troubleshoot the issues I outlined above is more than should be expected by the end user.

    I am working with the development team to modify the RSS feed to address any issues due to authentication. As far as any issues with a specific RSS reader or plugin, we will provide as best support for those as we can.

    I will update the group when I have more to share with regards to changes to the RSS feeds.
    Brent D. Cook, Director, Product Management

    June 24, 2015

    • RSS Support
      • Note: This feature is not working in the production environment as expected. We are looking into the issue and appreciate your patience; updates will be posted.
    • More details in the Database Recommender list of databases in the administration console; the list of databases now includes:
      • DBID for each database
      • Provider name for each database
    • Improved deduplication rules:
      • Better matching of Book/ebook titles on unique identifiers
      • Improved deduplication of dissertation content type
      • Improved Video Recording content type matching
    • Improved rollups and spotlights:
      • Ability to turn off Newspaper Rollups or Image Spotlighting
      • Newspaper articles in a rollup are now removed from the search results
      • Cleaned up related bugs - incorrect behavior for less than 3 results or repetition of results sets 3 or more times

    Bug Fixes
    • Printing search results from the browser results in a jumbled mess
    • Email citation message text is required
    • Application error appears when a change is made to the "results sorted by" option for some searches
    • Preview Pane missing Publication Title field for Reference Content Type
    • APA Citation format should include book edition information
    • Citation links for saved articles mixed up
    • Publication Date Facet: Issues with error checking and when entering two digit years
    • Translation editor setting are not getting translated: "No results were found for this search with your current filter selections. Try clearing your filters to improve your results"
    • Advanced Search:
      • User can bypass form validation by clicking Enter to submit Advanced Search
      • Advanced Search Icon not displaying in Chrome

    Newly Indexed Content
    We have recently added the following content to the Summon Index:
    • Brill - Books
    • Brill - Journals
    • Hebrew Periodicals
    • Boom Publishers - Books
    • BookUp
    • McGraw-Hill - Access Anesthesiology
    • Office of Publications of the European Union

    June 11, 2015

    Status Update
    I wanted to post an update regarding the current metadata issues with the Summon index discussed on the listserv. We have finished the initial cleanup of the metadata and are still in the process of updating the index. The majority of the work is done, however, we are taking extra care with each step, which takes extra time. Our revised ETA for completion is Thursday evening PDT, June 11.

    Upcoming Quarterly Webinars

    We will have our quarterly product roadmap series webinars on July 16 and July 17. As part of each webinar, I will go over what happened during the above metadata issue, what we are doing to ensure this does not recur in the future, and an update on our product roadmap. You can view the dates/times and register here. Dates/times are as follows:
    • July 16 at 10:00 AM PDT
    • July 16 at 4:00 PM PDT
    • July 17 at 7:00 AM PDT
    Please let me know if you have questions or if there is anything else I can do to assist.
    Brent D. Cook, Director, Product Management

    June 4, 2015

    • Reducing duplicates in search results: We have made improvements to reduce the number of duplications caused by the following cases:
      • Better handling of white space, punctuation and special characters
      • Better subscript and superscript handling
      • Better reconciliation between British and American English
      • Expansion of synonyms map
      • Addressed issues with stop words in other languages
    • Ability to pass a language parameter in the URL; language detection will be done in the following order: URL for language parameter, browser settings, then Customizer default language setting. Details in the Languages section of the Settings page in the administration console.
    • Improving the Catalog Detail Page with these additions:
      • Added Subject Headings
      • Added Request button
    • Improving Advanced Search
      • Added a tool tip to identify the icon upon hover
      • Maintain Advanced Search data while navigating within Advanced Search
      • The list of content types under "Show Content Type" in Advanced Search are dynamically generated from only the content types available to each client.

    Bug Fixes
    • Display related (graphical or results):
      • Replace Font Awesome/Glyph icons with CSS/Unicode Characters
      • Color not customizable including sources outside of this library's collection
      • Off-campus login banner cuts off with long text in mobile view
      • Titles disappearing in the mobile UI
      • Libraryh3lp widget is not displaying as "online" when it is online
      • "Reserve" button displaying when document is an electronic resource
      • Facet sort order for "Sort Alphabetically" is incorrect under Chinese Languages UI
      • Some records displaying with "Physical copy - Check Availability" when they should have a "Full Text Online" label
      • Topic Explorer bugs, including issues with appropriate Credo resources appearing in topic pane, resolution of 404 errors, and corrected issues with some instances of Suggested Librarian
    • Availability uilang feature now works in Summon 2.0
    • Added timeout message for Saved Items inactivity
    • Administration Console:
      • Chat widget location of "side" is no longer reset to "top" when user saves unrelated changes in Admin Console
      • Missing Translation - "Email sent successfully" label can now be customized
    • Search related:
      • Advanced Search - Drop down list of choices is alphabetically organized in English (does not work for other languages)
      • When a user enters search terms in the advanced search screen and keeps refining their query, the subject terms no longer become nested in ways that are confusing and excessively limiting
      • IE11 cannot type Traditional/Simplified Chinese words in search box by Microsoft IME
    • Catalog Detail Page related:
      • Citation Online link is fixed

    April 16, 2015

    • Known item search enhancements - when a user is looking for a specific item and uses a combination of fields, this improvement to relevance should ensure returning the result in the top 10 (if not the top 5) results; fields used include:
      • Title
      • Subtitle
      • Author
      • Publication Title (for Journal Article)
      • edition (for Book/eBook)
      • Publication Year
    • Persistent URLs - users can now copy or bookmark links in Summon and these links will allow for long-term support of linking to the content.
    • Full text priority boost - ensures full text links are offered when linking to content for which there is both full text and A&I availability. Please note that this impacts linking only, it does not impact relevance ranking.
    • Inactivity timeout on Saved Items folder is now configurable.
    • Best Bets improvements
      • Bulk delete Best Bets
      • Bulk insert Best Bets via a CSV file
      • Edit an existing Best Bet
    • Accessibility
      • Added labels to the search landing page and main page search boxes
      • Upgraded the date picker to ensure the calendar control is accessible via the keyboard, that modal/dialogs are available via the keyboard, and that users are notified of all events and texts via screen readers
    • Flow Login link is now translatable and customizable.
    • Results are now numbered to help users keep track of where they are in the results set.
    • New HTML-based saved items email - addresses broken links in emails, corrected issues with citations, and email address is validated upon entry to reduce errors.
    • Support for exporting to EasyBib.
    • Improved error messages - if a specific aspect on a page does not load, we will now provide better error messaging; this includes if the "more facets" fails to load, if there's an error loading additional results during infinite scroll, and if there are any failures during exporting, emailing or citing documents.
    • API improvements - now allows for differentiation between UK and US English and France and Canadian French, which also ensures correct language is set in the OpenURL links.
    • Translations - feedback forms, forms on the UI and email fields are now translatable.
    • Support for LibAnswers 2.0 Chat Widget
      • Support will only be for 'Button pop-out' and 'Slide' widget types
      • Will address known issue of Chat appearing offline when staff is available
      • Will allow for better access to built-in LibAnswers 2.0 functionality
      • Support for LibAnswers 1.0 and LibraryH3lp will not be affected and will continue to be supported

    Bug Fixes
    • Topics: Encyclopedia Britannica "Read more" link was previously not proxied, leading to broken links
    • Improved cover image styling on Details Page to ensure images don t overlap text
    • Publication date is one day/month ahead of the choice
    • BibTeX export has incorrect url and some missing content type labels
    • Email citation feature missing full-text links when citation format is selected
    • Month abbreviations in pub date slider persist in English when Welsh is selected as UI language
    • Feedback form string "Type of Feedback" not getting translated
    • Creating Best Bets description even if the text is less than 140 characters, upon hitting the Save button, the " description too long" error occurs
    • Results from stemming appearing higher than verbatim matches
    • There is no option to edit the text for "OCLC Number"

    Newly Indexed Content
    • Ambrose Video - video database with more than 500+ titles
    • BCC Research - market research reports
    • Chadwyck-Healey - content from the Annual Bibliography of English Language and Literature (ABELL) available through ProQuest
    • CLEO (Centre pour l' dition lectronique ouverte)
    • Gale/Cengage - Health and Wellness Resource Center
    • Gale/Cengage - Infotrac Newsstand
    • Gale/Cengage InContext - periodical titles, main reference titles, and additional virtual reference titles
    • Gale/Cengage Literature Resource Center - main reference and periodical titles
    • Georg Olms Verlag AG - includes reprints of works with new introductions, afterwords, notes or indexes
    • Infobase Learning's Films on Demand
    • Institution of Engineering (IET) - journal content for indexing, along with metadata and abstracts with separate PDF full text
    • Springer-Verlag Book Archives

    April 10, 2015

    Status Update
    I wanted to give you an update on the current release and search index updates.

    Our New Release

    We believe we have identified the issues that were causing the link problems with our new release. As I mentioned earlier today, the errors were an aftereffect of our recent system upgrades. Publishing the release to production identified discrepancies between our data centers and resulted in the links not working intermittently. We are in the process of resolving those discrepancies and will complete the release process as soon as possible.

    Why is this important to you? The errors are not reflective of the quality of the release, but rather reflect the complexity of our server environment a complexity that with every system upgrade and release we are simplifying and improving. But please note, this release will still contain the improvements and fixes I covered in the webinars this week.

    Timeline Moving Forward

    In the short term, we have rolled back our data centers to the previous version of Summon to ensure stability and reliability while we address the issues at hand.

    For the next ten days, the planned release and index update schedule is as follows (all dates PDT):
    • We have initiated a Search Index Update, which should be complete and available on Sunday, April 12.
    • We will resume the product release early next week. We are reviewing our release plan and current traffic patterns for usage on Summon in order to align our activities with the times of day that will reduce any potential impact to your patrons.
    • The release is now scheduled to go live on Wednesday, April 15. Prior to the release, we will be confirming that we have resolved the identified issues in both our testing and staging environments.
    • We will resume our regular schedule for search index updates after that, with a new index available on Friday, April 17.

    Improving Communications

    As was noted on the listserv, there was a delay in messages making it out to some members that exacerbated the outage on Wednesday. We are monitoring and reviewing the situation to determine the best way to resolve this moving forward. I will keep you updated on how this is progressing.

    Quality of the Release

    I am confident that once the release is live across all our data centers that you will be pleased with the changes you see. We have done everything we can to ensure that s the case. But, as discussed earlier today on the listserv, even the best test environment can never replicate the live environment and there is the possibility for error. We monitor our releases closely so we can react quickly if an issue does arise.

    If you see something that causes concern, please continue to contact customer support first as many of you did Wednesday. Although we monitor the listserv and will respond to any issues reported there directly, the shortest path to resolution is through our customer support.

    If I neglected to address anything in my email above or if there is anything else I can do to assist, please let me know.

    Brent D. Cook, Director, Product Management

    March 24, 2015

    Status Update
    I wanted to send out an update on our upcoming quarterly webinar and invite you to join us at ACRL at the end of the month if you are going to be attending.

    Upcoming Quarterly Webinars

    I have had a variety of individuals tell me they cannot attend the sessions as scheduled but cannot make them due to conflicts (including ACRL travel or prep work). In order to be as inclusive as possible, we have decided to shift these out a few weeks to ensure as much participation as possible. The Q&A session is only as good as the questions you pose!

    As such, these will be now happening at the times below. If you can t attend a live session, go ahead and register so you ll automatically get information when the recording becomes available in the Support Center:
    • April 6 at 5:00 PM PDT, registration here
    • April 7 at 7:00 AM PDT, registration here
    • April 7 at 11:00 AM PDT, registration here
    • April 9 at 7:00 AM PDT, registration here

    As a reminder, these sessions will provide updated information on the latest developments with Summon and what s in store for the next quarter. I will highlight late 2014 and 1st quarter 2015 service improvements, hardware development, and content additions, while providing details on our Summon and 360 Link roadmap.

    Please let me know if you have questions or if there is anything else I can do to assist.
    Brent D. Cook, Director, Product Management

    March 2, 2015

    Status Update
    Due to issues with the Search Index Update process, the Index Update scheduled for Saturday, February 28 (PST) was not completed. We believe we have confirmed the source of the issue. As a result, content and subscription rights are current as of Sunday, February 20th until we complete the next update.

    The next scheduled index update is scheduled for release Wednesday evening, March 4 (PST). If there are any additional delays I will notify you as soon as possible. Updates for this new target release will include any changes made up until Sunday March 1 (PST).

    We apologize for this disruption in service. As always, we encourage you to subscribe to or periodically visit the Summon Index Update support center document to receive notifications of each update.

    Please let me know if you have questions or if there is anything else I can do to assist.
    Brent D. Cook, Director, Product Management

    February 19, 2015

    Status Update
    We successfully completed our system maintenance which should result improved reliability and performance for the system overall through some server upgrades. If you happened to make any changes to Best Bets or to Database Recommender while we made these updates on either Wednesday or Thursday of last week, please double check your work to ensure it was not affected by the upgrade.

    Following the upgrade, our kickoff of the next search index update was unavoidably delayed. The most recent update of the Summon Index was completed approximately 10 hours later than usual, on Wednesday, February 18 at 21:18 EST. The next update was started shortly afterwards and we expect this to be completed by Saturday EST.

    Finally, our next product update is scheduled for mid-March. We are again focusing on improving the end user experience in the following ways:
    • Known Item Searching Improvements
    • Persistent Links
    • Full text boost-prefer links to full text over citations
    • The ability to edit Best Bets
    • Integration of exporting citations to EasyBib
    • Translation improvements - adding and improving which fields are editable
    • Saved Items folder changes - making the timeout configurable by institution and setting the default for 120 minutes (it was previously 20 minutes)
    • Support for Springshare's LibChat 2.

    There will be a variety of bug fixes and other improvements included as well. Delivery of these features will be dependent on successful completion of testing in the upcoming weeks. I will send out more details as we get closer to the release date.
    Please let me know if you have questions or if there is anything else I can do to assist.
    Brent D. Cook, Director, Product Management

    February 11, 2015

    Status Update
    I wanted to give you an update on the planned system maintenance for this week. We are currently on schedule to complete this work by Friday. We will start our next search index update once the work is complete and should be back to our regular schedule next week.

    Please hold off on entering any changes or new entries for database recommender or best bets until end of day this Friday (Pacific Standard Time) (Saturday, 8:00 AM UTC).

    As part of the maintenance, we are upgrading the systems that support our Database Recommender and Best Bets functionality. Over the next three days recommendations and best bets should continue to perform as designed, and there should be no interruption of service to your patron. However, we do ask that you not add best bets or tags to database recommender between now and Friday. If you do, there is the potential that your changes may be lost in the upgrade and you will need to re-enter your information.

    Again, your patrons will continue to get database recommendations and best bets you currently have in the system.

    Please let me know if you have questions or if there is anything else I can do to assist.
    Brent D. Cook, Director, Product Management

    February 3, 2015

    Status Update
    Previously we had announced we would be doing system maintenance this week. Deployment and testing has taken longer than expected, so we will be rescheduling this maintenance window for next week. Because of the delay, we will have two index updates this week, which should go live on Wednesday and Friday. The week of February 9 13 there will be no search index updates.

    We will conduct an update immediately after the maintenance work is completed.

    I also wanted to thank everyone who made it to SummonCamp at ALA Midwinter over the weekend. It was a pleasure to get to see everyone in person. As always, please let me know if you have questions or if there is anything else I can do to assist.
    Brent D. Cook, Director, Product Management

    January 23, 2015

    Status Update
    The week of February 2 we need to do some backend system maintenance that will result in increased reliability and improved performance for Summon overall. In order to accommodate this work, we will not have our regularly scheduled search index updates that week. We will have two index updates next week, as planned, and will resume indexing immediately after the completion of the maintenance work.

    We will resume our regular index update schedule the following week, February 9.


    A special thanks to Annette Bailey and Godmar Back for presenting a great webinar this week based off of their Code4Lib paper, Hacking Summon 2.0 the Elegant Way. One comment after the session was This is the best ProQuest webinar that I ve been to. I hope everyone in attendance thought it was valuable and if you couldn t make it, we ve archived it in our Recorded Training Sessions and Presentations answer in the Support Center, along with my December Summon Update customer webinar.

    I also wanted to remind you that our training webinars for discovery services are now posted here with management sessions here. Remaining January discovery service training sessions that you may find of interest are:
    • Introduction to 360 MARC Updates, January 27 at 8:00 AM PST - register here.
    • 360 Link: Product Update and Q&A, January 27 at 11:00 AM PST - register here.
    Remember, if you or one of your colleagues want to present to other Summon users at an upcoming webinar, please email my colleague at so we can arrange it.

    ALA Midwinter

    I will be attending ALA Midwinter at the end of this month and look to meet many of you for the first time. If you want to set up a time to meet with me please drop me a note, or you can stop by the ProQuest booth (#2611) and ask if I'm there. The best bet is to drop me a note though.

    And also remember, we are hosting upcoming Summon Camp there on Saturday, January 31. It ll be in the Continental Room A, at the Hilton Hotel, starting at 10:00 a.m. All details are posted on our event registration page. I should note that we are focusing more time on ensuring you get to talk with your colleagues. Some of these topics will be: customizing Summon, integration aspects (including LibGuides into Summon 2.0), analytics and usage, surveying user satisfaction, relevancy, and brainstorming product development ideas.

    If you can't make it to Summon Camp, but have specific topics you'd like us to cover in future webinars, please fill out our brief survey.
    As always, please let me know if you have questions or if there is anything else I can do to assist.

    Brent D. Cook, Director, Product Management

    January 13, 2015

    Enhancements to Summon 2.0
    • Preview button for tablet and phone mode is now available via desktop mode. Provides an additional way to access the right side Preview pane.
    • Feedback Form - the form for end user feedback is now available.
    • API: Reliability Improvements better error handling

    Bug Fixes for Summon 2.0
    • Advanced Search: Changes to the Advanced Search settings in the administration console are now reflected on the Summon UI
    • Fixed advanced search drop downs so they no longer display "A" in IE9
    • Accessibility bugs addressed, including making Skip Navigation links act as regular links and correcting labeling on Advanced search, Saved Items Dialog toggle, and From and To buttons
    • Facets/More facet pane counts should now be the same; they differed in some cases previously
    • Resolved issue with cleaning saved items upon user closing the browser

    Newly Indexed Content
    • Vandenhoeck Ruprecht (Journals)
    • getAbstracts (Abstracts for business books)
    • RMIT Publishing EduTV (Streaming Video)

    January 13, 2015

    Upcoming Webinar: Hacking Summon 2.0 the Elegant Way
    I just wanted to pass along a note that we are putting together some webinars to help you learn from others using Summon. The first of these webinars will begin next Tuesday, January 20 and will feature two of your colleagues from Virginia Tech. Details about the webinar are noted below. We will also record the session and make them available after the session.

    These webinars will supplement the exchange of ideas that you currently benefit from during our various user group meetings and through traffic on this listserv. In the event that you have an idea for a webinar topic or would like to present, please send a brief email to my colleague at

    Hacking Summon 2.0 the Elegant Way

    Date: Tuesday, January 20, 2015 at 11:00 AM EST (7:00 PM UTC)
    Registration: click here
    Libraries have long been adding content and customizations to vendor-provided web-based search interfaces, including discovery systems such as ProQuest s Summon service. Unlike solutions based on using an API, these approaches augment the vendor-designed user interface using library-provided JavaScript code. In this webinar, based on their Code4Lib paper Hacking Summon 2.0 The Elegant Way , you will learn how Virginia Tech University reverse-engineered the AngularJS-based Summon 2.0 interface to discover the modules, directives, controllers, and services it uses, and how they used AngularJS s built-in mechanisms to add desired customization and interactions.

    • Annette Bailey, Assistant Director for Electronic Resources and Emerging Technology Services, Virginia Tech: Annette Bailey is currently the Assistant Director for Electronic Resources and Emerging Technology Services for the Jean Russell Quible Department of Collections and Technical Services at Virginia Tech. Bailey serves on the Program Planning Committee for the ER&L Conference. She co-developed the open source LibX plug-in, for which she received the 2007 LITA Brett Butler Entrepreneurship Award. She won a National Leadership Grant in 2006 for LibX and in 2008 for LibX 2.0. Her role in Collections Technical Services is to ensure best practices are implemented as workflows and data change for electronic resources.
    • Dr. Godmar Back, Associate Professor of Computer Science, Virginia Tech: Dr. Godmar Back is Associate Professor of Computer Science at Virginia Tech, where he has been doing research and teaching in Computer Science since 2004. Dr. Back obtained his PhD from the University of Utah and worked as a post-doctoral scholar at Stanford University. His research interests are diverse, including operating systems, virtualization, web technology, scientific computing, programming languages, and library information systems. He is an active collaborator with librarians in the area of advancing library technology to ensure that modern technology can find its way into the library sphere. Since 2007, he has been involved in the LibX project, providing technical supervision and input. Recently, he has been leading the LibFX project ( which creates online visualizations of real-time library usage.

    Brent D. Cook, Director, Product Management

    January 7, 2015

    Status Update
    Due to some issues discovered during our testing and deployment of the release scheduled for today, we need to delay publishing the release until next Wednesday the 14th. Because of this change, we are executing a search index update now and will try to include a second this week as well.

    The first search index update was initiated Tuesday, January 6 at 13:05 EST and should be completed on Thursday. We plan to kick off a second index update as soon as that one is completed, to be released Saturday.

    To support the release going live on the 14th, next week we will have only one search index update, scheduled to begin Wednesday, January 14 and go live on Friday, January 16.

    Recording of December Summon Update; Training Webinars

    Thanks to everyone who attended our customer update last month. If you want to revisit any of the details or were unable to attend, you can find a recording in the Recorded Special Event Webinars section of the Support Center article Recorded Training Sessions. Schedules for our live training webinars are on the Training Webinars page, click The Summon Service and 360 Discovery Services or click 360 Management Services for training on our management products.

    As always, please let me know if you have questions or if there is anything else I can do to assist.

    Brent D. Cook, Director, Product Management

    December 12, 2014

    Status Update
    We just completed our most recent Summon index update on Tuesday, December 9, at 21:14 EST (Wednesday, 02:14 UTC). Our next index, originally scheduled to go live on Friday, December 12 will be delayed by a day and will go live on Saturday, December 13. We needed to extend the window to allow for re-indexing some of our larger content sets as part of regular maintenance. We apologize for this.

    As a reminder, we will for the weeks of December 22 and December 29, we will be publishing only one index update because of the holiday schedule. Index updates are expected to be published on Wednesday, December 24 and Wednesday, December 31.

    Finally, if you haven't yet, please sign up for one of our two upcoming Summon customer update webinars on Thursday, December 18. We ll provide a more formal introduction to the current Summon team (myself included), review current work, share some of the details on our roadmap for the first quarter of 2015, and answer any of your questions. You can register for these events now and we will make a recording available to you after the event.
    • Thursday, December 18 at 9:00 AM EST (2:00 PM UTC): register here
    • Thursday, December 18 at 12:00 PM EST (5:00 PM UTC): register here

    As always, please let me know if you have questions or if there is anything else I can do to assist.

    Brent D. Cook, Director, Product Management

    December 5, 2014

    Status Update
    We just completed our most recent Summon index update on Wednesday, December 3, at 02:24 EST (07:24 UTC). Our next index updates should be live today, Friday, December 5. We expect this regularity to continue after the beginning of the new year, though for the weeks of December 22 and December 29, we will be publishing only one index update because of the holiday schedule. Index updates are expected to be published on Wednesday, December 24 and Wednesday, December 31.

    I also wanted to let you know about two upcoming Summon customer update webinars on Thursday, December 18. We ll provide a more formal introduction to the current Summon team (myself included), review current work, share some of the details on our roadmap for the first quarter of 2015, and answer any of your questions . You can register for these events now and we will make a recording available to you after the event.
    • Thursday, December 18 at 9:00 AM EST (2:00 PM UTC): register here
    • Thursday, December 18 at 12:00 PM EST (5:00 PM UTC): register here

    Lastly, the ALA events team has recently assigned us our room for the upcoming Summon Camp at ALA Midwinter on Saturday, January 31. It will be in the Continental Room A, at the Hilton Hotel, starting at 10:00 AM. All details are posted on our event registration page.

    As always, please let me know if you have questions or if there is anything else I can do to assist.

    Brent D. Cook, Director, Product Management

    November 23, 2014

    Status Update
    We just completed our most recent Summon index update on Saturday, November 22, at 01:40:46 EST (06:40:46 UTC). Next week, due to the holiday schedule in the United States, we will be publishing only one index update on Wednesday, with the next index starting on Monday, December 1 and being published Wednesday, December 3.

    I also wanted to remind you about the Summon Camp at ALA Midwinter in Chicago on January 31, from 10:00 to 12:30pm CST. You can register for this event now and we will contact you with the event location details as they become available. I'm looking forward to meeting with many of you during this event and throughout the conference.

    As always, please let me know if you have questions or if there is anything else I can do to assist.

    Brent D. Cook, Director, Product Management

    November 12, 2014

    • Improvements to reduce 404 errors
    • Summon 2.0: Improved notifications to the end user related to browsing with cookies disabled
    • Summon 2.0: Accessibility - Revised link colors to be fully WCAG 2.0 and Section 508 compliant
    • Summon 2.0: Prioritize full text records over citations when selecting a record to drive linking behavior

    Bug Fixes
    • Search tracking in Google Analytics
    • Summon 2.0: A&I Details Page - shows Available in Print when there is no print or electronic access
    • Summon 2.0: A&I Details Page - Provider Name is missing in "Other Available Sources" section
    • Summon 2.0: Corporate Author field/logic missing from Preview pane
    • Summon 2.0: Availability for docs in the "Access this Journal Article in" section is not showing all participants' availability
    • Summon 2.0: A&I Details Page - Incorrect display for "Request" button
    • Summon 2.0: IE11 and Windows 8.1 page load fails
    • Summon 2.0: Preview pane - Database field (labeled "Source") is not visible

    Newly Indexed Content
    • American Society of Civil Engineers - eBooks and Journals
    • World Bank - Development Indicators
    • New Alexander Street Press collections, including:
      • Asian Film Series Online
      • Business E-Books Online
      • Classical Scores Library Vol. 3
      • Engineering Case Studies Online
      • Environmental Studies in Video
      • Fashion Studies Onlinie: The Video Fashion Library
      • Filmmakers Library Online Vol. 3
      • LGBT Thought and Culture
      • Meet the Press
      • Nursing Assessment in Video
      • Nursing Assistant Education in Video
      • Psychological Experiments Online
      • Public Library Video Online
      • The Criterion Collection
      • The PBS Video Collection
      • Veterinary Education in Video
      • Education in Video Vol. 2
      • International Business Online
      • The Video Journal of Counseling and Therapy

    October 15, 2014

    • Accessibility We have added improved keyboard navigation, modal dialog support, and ARIA alerts for enhanced accessibility. In our next release we will achieve WCAG 2.0 compliance by changing some text and link colors to increase contrast.
    • Advanced Search Advanced Search users can select more than one content type as we have converted the Content Type drop-down to a multiple select option.
    • Faster page loads We have increased the speed of page loads for Summon 2.0 by modifying the user interface so that assets load asynchronously.

    Bug Fixes
    • Improved visual cues for loading pages or apps running in Summon 2.0.
    • Better support for Multiple Subject Terms.
    • Improved BibTeX export in Summon 2.0.
    • Improved Resource Link Prioritization in the Administration Console.
    • Better translations support - Translations on detail pages are now also applied to the Summon 2.0 interface.
    • Improved Advanced Search Tool - improvements to handling content types, fixes for revised searches, keyboard navigation fixes, better handling of parentheses in Boolean searches and other improvements in Summon 2.0.

    Newly Indexed Content
    • Bloomsbury Academic - Berg Fashion Library.
    • Chadwyck Healey - Queen Victoria's Journals.
    • Chadwyck Healey International Index to Film Periodicals (FIAF).
    • ChinaLaw
    • Indian Journals

    August 20, 2014

    • Accessibility The Summon 2.0 interface now supports keyboard-based navigation.
    • Flow Integration The new Flow integration can now be enabled/disabled from the Summon Admin Console. Watch the overview for Summon+Flow video.
    • Right to Left Language Support Hebrew, Arabic and Farsi will now be displayed with the Summon 2.0 UI in Right to Left mode.

    Bug Fixes
    • Login Link The new Login link will now use the customized color for the links within the header.
    • Saved Items The "back to basic search" link will now use the customized color for the links within the header.
    • Language Dropdown - The options in the language dropdown will no longer use the customized color for the links within the header.
    • Accessibility - Some of the links within the Summon 2.0 interface were missing an href attribute causing screen readers to not recognize the links.

    Newly Indexed Content
    • Hiperlink Egitim Iletisim - Hiperkitap offers over 7,500 e-book titles from 220 Turkish publishers. The database collection includes academic and general culture subjects: behavioral sciences, economy, environment, history , humanities, law, literature, management, medical and health sciences, music, philosophy, political sciences, and sports.
    • Key Note - Provider of market intelligence in the UK - company reports, market research.
    • Kluwer Law Kluwer Law International Professional Books series.
    • Kyobo Book Center - Kyobo is the largest chain of book stores in South Korea.
    • McGraw-Hill - The McGraw-Hill eBook Library offers about 1500 titles in pre-assembled collections covering engineering, computing, business, medicine, and study aids.

    July 9, 2014

    • Performance Summon 2.0 will now use a global Content Delivery Network (CDN) to serve images, Javascript and CSS in a faster manner improving page load times.
    • Accessible Version Summon 2.0 will now provide a link to an Accessible Version just as with the legacy Summon interface.
    • Highlighting in the Chinese Locale Summon 2.0 will now support red font color for matching terms rather than bold font.
    • COinS and Record IDs Each record in the search results of Summon 2.0 will now have a COinS and a Record ID to support javascript as well as tools such as Zotero.
    • Responsive Design In the mobile view, additional metadata such as Publication, Date, etc. will now display in the search results.
    Bug Fixes
    • Screen Flash In Summon 2.0, the screen will no longer flash when coming from an external search box.
    • Authentication Banner The authentication banner will now disappear for sites that have it disabled in the Admin Console.

    Newly Indexed Content
    • ProQuest - Black Studies Center Journals
    • - Over 6,000 educational, scientific and business ebooks from leading Russian publishing houses
    • Metapress Maney - Maney Publishing - 18 of their journals that Metapress hosts.
    • Oxford University Press - Oxford Handbooks Online
    • Oxford University Press - Oxford Research Encyclopedias
    • Oxford University Press - University Press Scholarship Online
    • - Over 6,000 Chinese ebooks
    • Bloomsbury Berg Fashion - Berg Fashion Library from Bloomsbury Academic includes the Berg Encyclopedia of World Dress and Fashion online, e-books, ejournals, and images
    • ProQuest - European Books Online
    • Media Korean Studies Includes the eBook collection and the Korean Anthology in History collection
    • Skillsoft Books 24x7 International - Book collections in Spanish, French, and German
    • Skillsoft Videos The Video Collections include Leadership Development Channel; 50 Lessons; Skillsoft IT and Desktop Videos
    • University of Chicago Press Journal articles from the University of Chicago Press

    June 3, 2014

    • Scopus Times Cited - Summon 2.0 will now display times cited counts from Scopus in the results for subscribers of Scopus.
    • Skip Navigation - Summon 2.0 will now have "skip navigation" links allowing users of assistive technology to easier navigate the screen.
    Bug Fixes
    • Multiple Availabilities - Summon 2.0 will now show multiple availability lines including Real-Time Availability in the same way as the legacy Summon interface.
    • Search Widgets When using IE 10, IE 11 and certain versions of Firefox, searches would fail or result in a blank screen when starting with a Summon Search Widget.
    • Korean Language When using certain versions of IE, various characters in the Korean language would not be processed correctly.
    • Interface Translations Numerous terms in the Summon 2.0 interface have been made translatable.
    • Content Spotlighting When a search results in only newspaper articles or only images with out a content type filter applied, the results will now display correctly.
    • Date Localization The publication date picker was not localized on many languages other than English.
    • Changing Interface Language When a user changes the interface language, the Topic Explorer will reflect the language change.
    • Advanced Search Fielded search will no longer have quotes automatically applied.
    • Catalog Detail Page Action button will now correctly display on the right hand of the screen rather than at the bottom of the page.
    • Advanced Search A new field option for LC Call Number will be available. Dissertation Advisor and Dissertation Institution will be removed.
    • Items at My Institution For consortium institutions, the Items at My Institution filter will now include only the library's electronic holdings and local print holdings, excluding records from other consortium members.
    • Authentication Banner When marked as disabled in the Summon Admin Console, the Summon 2.0 interface will hide the banner.

    Newly Indexed Content
    • American Mathematical Society ebook collection.
    • Chadwyck-Healey - Content from 19th Century Index, including Palmer's Index and Nineteenth-Century Short Title Catalogue.
    • Chadwyck-Healey - DKV (Deutscher Klassiker Verlag), part of the Chadwyck-Healey German Literature collection.
    • Oxford University Press - Oxford Reference Online.
    • PAGEPress - An Italian publisher of about 45 peer-reviewed Open Access scientific journals covering several science fields including medicine, biology, zoology, agriculture, and others.
    • Swedish National Library - The Swedish National Bibliography.
    • American Council of Learned Societies - ACLS will include their humanities ebook collection comprised of over 2800 ebooks in the humanities, offered in collaboration with twenty learned societies, and 100 contributing publishers. ACLS adds 500 new books each year.
    • Central and Eastern European Online Library (CEEOL) - C.E.E.O.L. is an online archive which provides access to full text PDF articles from 486 humanities and social science journals and re-digitized documents pertaining to Central, Eastern and South-Eastern European topics.
    • Highwire (incl. Duke University Press - eDuke Books Scholarly Trust Collection) - The Duke University Press eBook collection.
    • Spandidos Publications The Spandidos Biomedical Journals.
    • The Taiwanese provider has included metadata for 200,000+ journal records and 3,000 eBooks in Summon.
    • Wu-Nan Book Co. Ltd. - A major academic and textbook publisher in Taiwan. During the last thirty years, Wu-Nan has published more than 2000 titles, mostly about social science. In the future, Wu-Nan will publish the subject of natural science. In recent years, Wu-Nan has translated more than 300 foreign works to Chinese.

    March 19, 2014

    • Responsive Design - Summon 2.0 will now have different views based on the size of the user's screen to optimize for the best experience.
    Newly Indexed Content
    • CASPUR-CIBER Publishing - The Italian publisher, CASPUR-CIBER Publishing, affiliated with the University of Salento, includes the scholarly journal Scires-IT and three monographs
    • Chadwyck-Healey - AFI - The American Film Institute (AFI) Catalog, the premier, authoritative resource of American film information, covers the history of American cinema comprehensively from 1893 to 1975, with full or short records for films from 1976-2011. New records are added each year by the AFI's editorial team.
    • Chadwyck-Healey - Cecil Papers - The Cecil Papers are a privately held archive of approximately 30,000 sixteenth and seventeenth-century manuscripts, consisting principally of the correspondence of William Cecil, Lord Burghley (1520-1598) and his son Robert, the 1st Earl of Salisbury (1563-1612).
    • Chadwyck-Healey History Study Center.
    • Chadwyck-Healey Johnson - John Johnson Collection of Printed Ephemera. Offering unique insights into the changing nature of everyday life in Britain in the eighteenth, nineteenth and early twentieth centuries. Categories include Nineteenth-Century Entertainment, the Booktrade, Popular Prints, Crimes, Murders and Executions, and Advertising.
    • Edward Elgar Publishing ltd - Edward Elgar launched their own platform for Ebooks (elgaronline).
    • European Journal of Economic and Political Studies.
    • Health Communications Network - The Australian publisher Phoenix Medical Publishing Pty Ltd has included the AusDI Advanced online medicines information resource. AusDI Advanced includes full-text, evidence-based drug, drug-class and complementary medicines monographs, product information (PI), consumer medicines information (CMI) leaflets and medicines images with fully searchable attributes.
    • JSTOR JSTOR Ebook Collection
    • Maruzen E-book Library
    • NBC - NBC Learn Higher Ed - collection of primary source videos, newsreels, and documents that can be used for research, projects and in classroom and online teaching. Includes over 10,000 resources - short 2 to 5 minute videos aligned to 28 Higher Ed courses - topics range from Biology, Chemistry, Physics, U.S. History, Global Studies, Health & Nursing, Psychology, Business, Marketing, Journalism, Sociology, and more.
    • Nordic Council of Ministers - The Nordic Council of Ministers is the forum for Nordic governmental co-operation. The publications department publish about 200 publications per year, including project reports, which may form the basis for political decisions (TemaNord series), and publications that communicate political messages (ANP series).
    • Oxford University Press - Oxford Scholarly Editions online.
    • Yerk re Tan t m ve Yay nc l k - All available issues of the Turkish journal Sisli Etfal Hastanesi Tip Bulteni/The Medical Bulletin of Sisli Etfal Hospital.
    • Slack Inc. - Covering more than 20 health care specialties, SLACK publishes leading medical journals and newspapers, more than 250 medical and allied health books, and creates custom projects for a growing number of clients.
    • Van Duuren Media BV - Van Duuren Media is a Dutch publisher of non-fiction books and specializes in research funding, studies, photography and management.

    January 21, 2014

    Bug Fixes
    • Back Button - In Summon 2.0, the back button will now allow the user to go back to the previous page.
    • Custom Link Field - In Summon 2.0, custom javascript is printed verbatim. This will now be hidden.
    • Saved Items - When deleting items from the Saved Items Folder the user will now be prompted.
    • Embed in an iFrame - Summon 2.0 will now support being embedded within an iFrame.

    Release notes from years past are available in Summon: Release Notes (2013 and earlier).

    • Date Created: 12-Feb-2014
    • Last Edited Date: 1-Feb-2017
    • Old Article Number: 9961
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