Summon
Your feedback matters to us. Help us improve Summon, as well as the 360 and Intota administrative services, by telling us what you’d like to see using the message areas below. You can also can support something already posted.
We would love to be able to respond to every idea that is submitted, but this is not feasible. We are, however, committed to responding to the most popular ideas—those that have received the most points.
For more information please review our FAQ and guidelines. Thank you.
283 results found
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Usage Statistics for Summon Research Assistant
We would be very grateful if you could consider adding a usage reporting feature for the Summon Research Assistant in the near future.
We noticed in your documentation that there is a daily threshold of 10,000 searches per institution:
https://knowledge.exlibrisgroup.com/Summon/Product_Documentation/Searching_in_The_Summon_Service/Search_Features/Getting_Started_with_Summon_Research_Assistant#AI_Limitations_and_WarningsWhile we understand the need for this limit, we would find it very helpful if we could monitor our actual usage levels. Without visibility into these numbers, it is difficult for us to know how close we are to the limit, and we want to ensure that our researchers can use the service without any unexpected interruptions.
Furthermore, having a…
3 votes -
Include alternative title fields for manually-uploaded titles in 360 client center
In the client center/Serials Solutions, titles that are uploaded manually (whether under an individual electronic publisher or under print institutional holdings) should include fields for alternative titles to facilitate searching and prevent users from reaching dead ends. In addition, an option should be included to omit letters/words when indexing so that titles starting with A/An/The are indexed properly. Fixing both of these issues would vastly improve the search experience for our users.
5 votes -
Create a Dashboard in Summon Admin Console
Currently the Listserv is the main method of communication. Email is great but customers get bombarded with emails every day and it's easy for information to get overlooked. It also requires users to proactively sign up for the listserv which requires them knowing it exists. Many sites see turnover and do not get proper training or information passed to them.
Creating a dashboard in the Summon Admin Console can improve communication from Clarivate to customers by sharing the information in multiple locations. There can be a recent announcement feed, accessible by Clarivate and the ELUNA Summon/360 Working Group. Another section…
3 votes -
Make the widget builder a tab within settings
The widget builder is a tool that allows you to make widgets you can embed on pages for searches or displaying content through a carousel. This feature though is currently only available by going to an external link which means knowing it exists. It seems to be the only feature that is configured outside the summon admin console.
I suggest making a new tab in the Summon Admin Console for widgets or merging it with the chat widget. It can even be as simple as linking out to the existing page but I believe it would make the feature more…
2 votes -
Schedule end date and time for custom panels
Custom panels can be used to post announcements such as special hours or advertising events. These require the messages to be added or removed manually. It would be helpful to schedule when the post is persistent and when its disabled.
4 votes -
Add Person info card feature
Enable the 'Person Info Card' feature in Summon.
The option is already in production in Primo VE: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/150End_User_Help/Searching_Linked_Open_Data_-_Person_Entity
For users it would be really helpful to display in the discovery the related information provided by the linked open data.
43 votes -
Summon Research Assistant via proxy
Integrate Summon Research Assistant (SRA) with a proxy client, such as EZproxy. Currently the only way for patrons to use SRA with a proxy client is by following the authentication banner link.
We don't use Microsoft or Google authentication and our federated SSO service is not supported. We don't require authentication for anything but RSA so we prefer not use the authentication banner.
It would be helpful if we could set up the RSA link button to redirect via proxy server (e.g. https://windesheim.idm.oclc.org/login?url=https://windesheim.summon.serialssolutions.com/#!/research_assistant?)
We now have a css file set up to display a proxified custom link based on…
43 votes -
Add Publinova (SURF) to Summon
At the moment, Summon indexes the Dutch HBO Kennisbank, which includes theses and research publications from Dutch universities of applied sciences.
From January 2026, research publications will move to a new platform called Publinova, also managed by SURF (theses will stay in HBO Kennisbank).
To ensure continued discovery of Dutch applied research, please start indexing Publinova in Summon.
This will keep research publications from Dutch universities of applied sciences searchable and accessible to users.URL: www.publinova.nl
67 votes -
Possibility to set facet 'New Record' to Expanded by default
In Summon, in addition to the 'Time Period' facet which allows you to filter by 'Last 1/3/5/10 years', there is also a facet called 'New Record', which allows you to filter by 'Last 7/30/90 days'. This facet is collapsed by default, and there is no option to have it expanded by default. I would like to have the ability to configure this setting.
14 votes -
Reset Preview Environment
Ideally the preview environment and production environment are nearly identical and so that you can test how different configurations and settings will work. Eventually though, it's likely that some changes you made it preview no longer match production and discovering every change is difficult and time consuming.
It would be helpful to offer an opt-in feature where institutions can select a box in the Admin Console. Doing so will schedule a refresh of your preview environment to match your production environment. This would take place before each feature release (not monthly) and only if the user opts in.
3 votes -
Automatically Carry Over Queries Between Library Search and Research Assistant
Currently, when a user switches between the Library Search tab and the Research Assistant tab in Summon, the query does not carry over automatically. Users must manually enter the same search in each tab, which can be time-consuming and may disrupt workflow.
1 vote -
Ability to customise the text above search box in the Summon home page.
We would like to have the ability to change the name above the search box in the Summon home page. The text currently reads "Library Search" and, in order to customise it, the only option is adding a JavaScript code. JavaScript isn't user friendly and it relies on customers knowing JavaScript. Despite that, we have tried adding a script but it did not work successfully across all browsers, with some browsers displaying the new text and others not picking up on the change.
Creating an static option, such as adding an option in Translations, would make it easy for customers…
12 votes -
Enhance Multilingual Navigation with Custom Links Functionality
We would like to request an enhancement to the “Custom Links” feature.
Currently, it is not possible to set menu names and destination URLs separately for each language version of a page.
We would appreciate it if you could enable the ability to customize menu names and links individually for each language.
We believe this improvement would make multilingual navigation smoother and lead to a better user experience.6 votes -
Add option for Public Notes to display in the Summon brief result
The 'Display eResource Public Notes' and 'Display eResource Public Notes' settings in the Summon Administration Console currently allow public notes from the Client Center to be displayed in the Quick Look, but users may not always click on 'Quick Look' before trying to access the content and would be unaware of the note. If the note could also appear on the brief result (under the journal/bibliographic information, for example) then that would flag any important information to users without them needing to click on 'Quick Look'.
8 votes -
Add a search result facet for Publication Title
Currently there is no option to add a facet on the search results screen to filter by publication (journal) title. Searching a specific journal can be done in the following ways:
- Pre-search, by using Advanced Search/Options to add the journal's title or ISSN as an AND;
- Post-search, by clicking on a hyperlinked journal title within a result, which opens the "search within journal" function in a new window;
- Using the E-Journal Portal to find the journal, then using the search box to search within the journal
None of these options allows for the user to execute a search, then browse…
5 votes -
Bring back the date slider to the Publication Date facet
We'd love the option to use a date slider in addition to manually inputting start and end dates for the Publication Date facet. The slider is so much simpler for users, as having to think up very specific dates can seem arbitrary, and takes more time to execute. You've indicated that the histogram in previous versions of the Summon UI caused performance issues; we don't necessarily need a histogram. Just a slider!
5 votes -
Create collections in Summon
It would be great to be able to create collections by selecting resources directly in Summon, even if we don't have Alma.
Collections could be displayed in the same way as in Primo :
https://aul.primo.exlibrisgroup.com/discovery/collectionDiscovery?vid=01AUL_INST:AUL&inst=01AUL_INST5 votes -
Customise New Search button
We would like to be able to customise the url of the 'New Search' button, so that it links to our own Library Search home page, with embedded Summon search, rather then the default Summon instance.
Currently, we only have the option to use the Home link, via the institutional logo, to link back to our Library Search home page, which is not accepted practice, as this should link to the institution's home page.
We can currenetly use the 'Custom Link' option, but this is not user-friendly, as the link appears in the banner (and hamburger menu), rather than next…
2 votes -
Add "Cited by" and "Cites" links to the article "Quick Look" and saved folder
Right now the only way to view or use the "Cited by" and "Cites" options is from the search results list. When you look at the "Quick Look" of the article or save it and then look in the saved folder, these options are no longer present. Adding "Cited by" and "Cite" to the "Quick Look" and saved folder views of an article would enhance usability.
4 votes -
Improve the copy function in Research Assistant
The copy function in Research Assistant copies the abstracts of all the 5 articles, some of which can be very long abstracts. Links to the record will be more suitable instead. E.g. Summon permalink to the record.
1 vote
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