姜雅琴 Yaqin.jiang@wolterskluwer.com OvidSP 个性化定制 Flexible. Innovative. Precise. 姜雅琴 Yaqin.jiang@wolterskluwer.com 谢谢您来参加今天这个会议。我是Ovid公司中国代表处的销售工程师，我叫姜雅琴。今天想跟大家介绍一下OvidSP平台的一些客制化功能。我会给您演示来自不同地区的一些现有客户的客制化例子。希望通过这些例子能帮助大家了解OvidSP平台可做哪些客制化，以适应用户的研究需要，并与现有的信息系统有效地结合。

设置资源组，将同一 学科的数据库归类 首先，我们看到的是资源选择页面，我们能看到这个新的功能叫做Resource 这个My Resource Groups 的功能可以把常用的或喜爱的一些资源放到一个定制的组里，这样只要点选这个组，就能把所有相关的资源全都选中。 这一功能，可以把常用的资源放到资源列表的最上端。 资源组可以创建一个偏好的数据库组将常用的资源组合在一起，将资源按主题范围进行组合等等。 资源组可以由用户在个人帐号里进行设置，或者由图书馆管理员为所有用户做统一的设置。 这是一个按主题将资源进行组合的例子。这家用户订购了农业、生物、医学等不同领域的资源，这样建立资源组后，用户可以快速地找到所有农业、兽医和渔业方面的数据库资源。

宣传您的图书馆 Ask a Librarian 数据库名字 一些机构喜欢在界面上加上机构的标识或名字。有几种方式来实现这个想法，包括定制数据库的名字和更改Ask a Librarian 链接。这个例子是美国格林威治医院的界面。您可以看到他们在电子书和期刊数据库名称上加上了医院的名字，并且把Ask a Librarian 的链接文字改成了 ‘Ask a Greenwich Hospital Librarian’。

Ask a Librarian Form 个人信息和联系 选择状态和专业 所咨询的问题 Ask a Librarian 是一个非常受欢迎的功能—用户可以联系馆员咨询问题，或者询问图书馆的资源。当用户点击屏幕上端的Ask a Librarian 时， 他们会被链接到一个表格，填入他们的联系信息和问题。我们可以为您定制这个表格的内容– 这是悉尼大学的例子, 悉尼大学时澳大利亚一所大型高等学府，有着许多专业和学院。每个学院都有自己的专业图书馆员。在这张表里，用户可以选择他们的身份和专业，这样当他们提交申请时，问题会被发送给相关的图书馆员。这是一个非常有用的特征可帮助您为用户提供很好的服务。 所咨询的问题

中文检索界面 这是主检索界面，显示了OvidSP平台的另一个对我们中国用户很重要的特点，中文界面。中文界面可以由用户在个人帐号里设置为默认界面，也可以给所有用户设置默认的中文界面。任何用户可以在屏幕下端更改界面语言。 将中文设置为默认的界面语言使得用户浏览界面时更容易。 我们的OvidSP平台不支持中文检索，但是我们有专门的中文检索平台 – Ovid中文，提供中文医学图书和期刊的检索访问。

主检索页面 默认检索模式 打开或关闭 限制 打开或关闭检索历史，位置 （置顶或置底） 默认的限制选项 Now we’ll move back to the main search page. The main search page has for a long time now allowed users to customise its appearance and functionality to suit their preferences and searching needs. The parts of the main search page that can be customised are the default search modes, the limits box and the search history. Librarians and information administrators can set the default search mode that best suits their users. So, for example, if your users are more experienced searchers and are used to using database fields you could set advanced search or search fields as the default. On the other hand, if your users are more used to general ‘google’ style searching you could have basic search as the default for them. Our customers mostly have either basic or advanced mode set as the default. Next is the limits box, which can be either open or closed by default. Many customers like to have this open, so that their users can easily see which limits are available and use them. Also the limits which are shown in the main search page can be customised. Any of the limits available in the ‘additional limits’ area can be added to the main search page. For example (screenshot on next slide) this is an American hospital customer who wanted the age group limit added to the main search page for Medline – they are a children’s hospital so they are often using the age group limit to refine their search for the age group of their patients. You can also have the position of the search history customised, to above or below the search box, and have it open or closed by default. Most customers like to have it open by default and positioned above the search box, but it is really just a matter of personal preference. All of these customisations can be made by the user with their personal account, except for the default search mode which is set on request from the library administrator to Ovid technical support. So you can see that the user is able to make many customisations to the appearance and functionality of the main search page to suit their preferences and research activiities. 默认的限制选项

检索结果显示 导出选项 默认的显示样式 So if we do a search now we can see some new customisations and functionality available in the results display. The first is the choice of default view of the records – title citation or abstract view. The Title display shows just the article title, and is useful for quickly skimming over the search results. This view will also load the records to the results display the quickest. The next choice is citation view, which shows the full article citation including the author and journal details. The article abstract is also available in this view but is closed by default. The next choice is Abstract view, which shows the article citation with the abstract open by default. This choice is useful for a more careful selection of results. The user can set their own default view in their personal account, and of course change it within a session by clicking on these buttons at the top of the results display. The biggest change to OvidSP this year is with the results manager. We now have these export options at the top of the display: print, email and export. Within these options are a number of selections for the format of the exported results that can be customised. I’ll show you these here in the Export option.

导出选项 导出格式 定制导出字段 Here the user can choose the format of the document they wish to export to, incuding Word, PDF and text file. They can also export directly to EndNote and RefWorks, and the RIS format here is compatible with EndNote Web. To use this function the user should first save the results in RIS format to their computer, then import them to EndNote Web. No direct export function to EndNote Web is available at this time. The other options allow the user to choose which fields from the citations they want to export - just the citation, the citation with the abstract, the citation plus abstract and subject headings, and the complete reference. They can also choose their own custom fields selection from all fields available in the database. Finally there is this Include option, where the user can select to include a URL to the full text or citation in the results, include the search history and export any annotations that have been added to the citations. Here is an example of a records exported with these selections (go to next slide) The default choices for all of these options can be customised. This is an example from a Japanese customer who most often exported to text file format and included the search history in their exported results, so we have made these the default options for them. They also wanted certain fields to always be exported, so we have selected these by default for them also. 包含设置

导出的结果 检索历史 You can see here the search history included in the results, the annotation and full-text link. This is a citation exported to Word with the complete reference fields option selected.

My Workspace Another big change to OvidSP this year is the introduction of My Workspace. This is an area of the platform where users can organise all of their research material, including eToc, searches and alerts, and an exciting new feature called My Projects. I’ll talk more about My Projects soon, here you can see the My Workspace area, with links to My eTocs, My Searches and Alerts, and My Projects. The My Projects link will only appear if personal accounts are enabled, and we really recommend using personal accounts to get the best use of the platform and its customisation features.

My eTocs Looking first at My eTocs, this is a feature where users can register their email address with their favourite journal, and they will receive the table of contents of new issues of that journal as soon as they are available. So the user enters their email address here…

注册期刊 Then choose their favourite journals from the list here…

Give etoc example here Then when the next issue is published the user will receive an email like this, including links to the table of contents and each individual citation on OvidSP. So you can see this is a great way to keep updated with information from your favourite journals as soon as it is available.

My Searches & Alerts Saved Search AutoAlert Moving now to the My Searches & Alerts area, you can see here a list of searches and alerts. A saved search is simply a search strategy that is saved and can be run manually by the user in any chosen database. Alerts are searches that are run automatically from a preselected database, either when the selected database is updated or at a time period chosen by the user, for example every week or every month. The alert results are sent to the user’s email address, and the results can be in various formats including links to the result citations and full-text on OvidSP. There are many configurations possible with alerts, so if you need any assistance please contact us at Ovid Japan. A new feature of alerts is that the results can be sent directly to a project in the My Projects area. I’ll move to My Projects now to explain more about this exciting new feature. AutoAlert

My Projects 课题名称和描述 保存的检索 题录以及链接到OvidSP 以外的全文 上传的文件 OvidSP 题录信息 My Projects is a research organisation area containing projects and folders where users may store citations, searches, results, images and many other items. These itmes can come from within OvidSP, and users can also upload up to 50MB of external items. Any kind of item can be uploaded, including PDFs, Word documents and images. Links to external resources such as PubMed citations can also be added to a project. You can also do a search within the project. So you can see it is a great way to collect all kinds of resources related to a research project into one area. If we look at an example, you can see at the top the name of the project and a description, in this case the project is named ‘Myocardial Infarction’, with a description that the project is for post-graduate course content. Below this you can see a saved search, which can be run anytime by the user. Below this is a citation and link to an article outside OvidSP, in this case PubMed. This information can be added to My Projects with the OvidSP toolbar. This is how to add citations to a project using the toolbar (go to next slide). Below this is a file which has been uploaded to the project, in this case a file of images. And finally below this is a citation from within OvidSP. I’ll show you how citations can be added to a project from OvidSP resources…(got to next slide) The user can do a search within the project, so by choosing the information that is added to a project and searching they can basically make a database on their research topic. So this is an exciting new feature that we hope users will make a part of their regular research activites. 上传的文件 OvidSP 题录信息

OvidSP Toolbar Here is the OvidSP toolbar, you can see it in the browser at the top of the screen. So when the user finds a citation that relates to their research project they click on the ‘Add To My Projects’ button in the browser, and then enter or copy the citation details into the Add Citation dialog box that will appear. The example here is a PubMed citation. When it is saved the citation will appear in the chosen project, with a link back to this page in PubMed (back to My Projects slide)

增加到My Projects 的 按钮 When the user has found a citation that relates to their project, they can click on this Add to My Projects button. The citation is then added to their chosen citation in My Projects (back to My projects slide.)

Universal Search Ovid database Connectors Next I’ll show you our Ovid Universal Search functionality, which has been customised by some of our customers in interesting ways. Universal Search is our cross-platform search solution which allows users to search across many resources and save and manage their results, within a single platform. We can see an example here from a large Australian government health department – they have Ovid resources selected here, and the Universal Search resources here, which are connectors to other resources like Elsevier’s Mosby’s nursing Consult, EBSCO Cinahl and their own library OPAC.

‘Other Research’ resources OvidSP tab ‘Other Research’ tab When the user does a search the Ovid resources and the Universal Search resources are searched together, and you can see the results here. Ovid Universal Search displays results in different tabs. The default setting is for the results for each resource to appear in different tabs, so one tab for Cinahl, one tab for Mosby’s nursing Consult etc. But his customer wanted to show some resources in the same tab organised by subject or resource type. So you can see here there is a tab for Point of Care resources, Drug Information, Other Research and Journals. Looking at the Other Research tab, the results shown here are from Cinahl Plus and the Australian Informit Health Collection. If we look at the Point of Care tab on the next slide… ‘Other Research’ resources

Combined Universal Search resources Universal Search tab The Universal Search results can be shown in separate tabs, but the results can also be combined into a single tab. These results can then be deduplicated. You can see here that this single Universal Search tab contains results from all of these resources. So Universal Search is a very useful time-saving search tool that allows users to search across many resources with a single search, and as we can see with this Australian customer example the interface is very flexible so we can make many customisations that will help your information management plans. Combined Universal Search resources

系统整合 Next we will look at other ways that OvidSP can integrate with your information system. This is an example from a large German hospital group, they wanted to provide a complete online information solution that was easy to understand and use, and that was going to help increase the usage of their journals and databases. Our technical support team helped them with this project, and one of the main ways that we could help integrate OvidSP with their other resources was through linking. You can see here these links that appear for every citation, this one is to their OPAC, which searches for the same citation on the hospital library OPAC, this is for external internet resources which users can use to search for additional information, and this is a link to a document delivery form, which users can use to request the library to provide the full-text for an article which isn’t available on OvidSP.

OPAC 检索 So looking first at the OPAC link, we can see here that after clicking on the OPAC link icon the user will be taken to this page where they can see the citation, and then choose between different OPAC resources and click on the GO button. They will then be taken to the journal record on the OPAC if it is available.

Internet Resources Next looking at the Internet Resources links, you can see here links to search for various suggested keywords on different resources. So for example clicking on the link for a search for ‘carrier proteins’ on Scirus will take us through to the results for that search on the SCIRUS platform.

Document Delivery User selects their location and enters their contact details Here is an example of the document delivery function, from a different customer, a large Australian government health department. If the full-text for a citation isn’t available in OvidSP the user can click on the document delivery link and go to a form like this, where they enter their details and then submit the request, which will be emailed to the relevant librarian. Because this customer is a large health department with many locations and libraries, we give options here for the user to choose their home library, and the request is then emailed to that library. We can customise a form like this for any situation, including your institution logo. We can also make a Japanese language document delivery form.