PQP_ProQuestAdministratorModule_CustomizingtheProQuestPl

atformInterface

1. Customizing the ProQuest Platform Interface

1.1 Customizing the ProQuest Platform Interface

ProQuest Administrator Module

Notes:

Welcome to this session, “Customizing the ProQuest Platform Interface”.

To adjust the default settings on the ProQuest Platform, you will need access to the ProQuest Administrator Module, or the “PAM”. For assistance with an administrator user id and password for the ProQuest Administrator Module, please contact ProQuest Customer Service, at customerservice@proquest.com.

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1.2 Session Objective

Notes:

In this session you will learn to use the PAM to adjust ProQuest platform interface settings, tailoring the appearance and behavior of the platform to optimize the ProQuest experience for your users. Note that the interface customization features discussed in this session are available for ProQuest databases only. User interface customization is not supported at this time for ProQuest Congressional, Statistical, Legislative Insight, History Vault, and Government Periodicals Index customers.

1.3 Access User Interface Settings

Notes:

To access your user interface settings, login to the ProQuest Administrator module at admin.proquest.com. Click the link labeled User Interface at the top left of the screen, then choose Interface Settings.

If you are responsible for administering more than one ProQuest account, you may see other accounts available from the Accounts pull down menu. For example, multiple accounts may appear when you are

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logged into a consortium account. Please note that consortium settings do not automatically filter down from the main account to sub-accounts. In this case, you may need to select the appropriate account and change settings individually.

1.4 Customize Settings: General and Searching Settings

Notes:

From the Interface Settings page, use the Searching, Display, Citations and Email tab to manage your settings. Entering the RefWorks Group Code in the RefWorks tab allows RefWorks subscribers to sync their RefWorks legacy records to their ProQuest My Research account. The Trial Databases tab lets administrators request and manage trial databases.

This session explores Searching, Display, Citations and Email settings, highlighting several commonly used items. Review your PAM settings to see more options.

When making changes to this page, please note that the interface settings affect all databases on the ProQuest Platform unless otherwise noted.

A General Settings section provides radio buttons and drop-down menus to customize the Interface Language, Date format, and Start page for users, such as Basic, Advanced, or Command Search page, Publications or the Database Selection page.

Searching settings options allow administrators to take advantage or suppress search term suggestions in autocomplete. Options also include choices to search All Fields + text, which will default to searching terms everywhere in a document including the full text, or to search All Fields (no full text), In addition, you can include or exclude certain term variations like plurals and adjectives.

Use the drop-down lists within Searching settings to specify whether Full text and Peer reviewed search limiter checkboxes should display checked or unchecked by default in the ProQuest platform. You can also choose not to display these checkboxes if you prefer.Scrolling down the Interface Settings page, you will see additional interface customization opportunities.

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1.5 Customize Settings: Results, Document Display, Linking

Notes:

More options are found under Results, Document Display, Linking. These include the option to specify the number of items to display per page, and whether the Default sort order for products on the ProQuest platform should be by relevance, or oldest or most recent date. The PAM also provides the option to select a different Default sort order for individual databaases. For example, customers commonly choose the Default sort order as Relevance, but may prefer that their Newspaper databases sort by most recent date. A Translate abstracts and full text option is included.

In the Citation section, choose a default Citation style from over 30 available styles, and specify styles to make available to users in the main ProQuest platform. Available styles are checked; to remove a style from the ProQuest interface, simply uncheck the checkbox next to that style.

Keep in mind that My Research users can adjust and therefore override certain administrator settings. Users must create and then sign-in to a My Research account to do this. Those settings include interface language, date format, results per page, sort order, search customizations, and citation styles.

Also note that the interface language, start page, and whether to show or hide trial databases may also be customized for specific databases or subjects by creating a custom Login URL. Review the Creating a Custom Login URL learning module from within Product Education in the ProQuest Platform LibGuide for details.

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1.6 Save Changes

Notes:

Make any additional modifications to optimize user interaction with the interface, then Save your changes.

1.7 Summary

Notes:

This concludes the ProQuest Administrator Module session on Customizing the ProQuest Platform Interface. In this session, you have learned how to use the PAM to control how features of the ProQuest interface will appear to users, and what features they will be able to use.

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1.8 Thank you!

Notes:

Thank you for viewing this learning module. Please visit the LibGuide where you launched this session for additional education and support materials.

1.9 Copyright

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