Connecting patrons to academic content
Summon discovery solution enables your patrons to uncover a wealth of academic content through a simple, user-friendly interface. Carefully designed to meet both patrons’ and librarians’ needs, Summon improves the discovery of your library’s collection and institutional resources.
Libraries can leverage robust capabilities through an out-of-the-box interface or an API and benefit from flexible customization options and easy-to-use administration tools.
Summon
Enhancing Patron Engagement and Intuitive Discovery with Summon Research Assistant
A generative AI-powered library discovery solution enables to engage patrons better and empowers them to intuitively search, explore, and take maximum advantage of trusted library materials.
Based on a RAG (Retrieval Augmented Generation) architecture and grounded in the extensive Ex Libris CDI (Central Discovery Index), Summon Research Assistant provides a starting point to users for their research, including source referencing and appropriate attribution for the authors.
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Summon
Enhancing Patron Engagement and Intuitive Discovery with Summon Research Assistant
A generative AI-powered library discovery solution enables to engage patrons better and empowers them to intuitively search, explore, and take maximum advantage of trusted library materials.
Based on a RAG (Retrieval Augmented Generation) architecture and grounded in the extensive Ex Libris CDI (Central Discovery Index), Summon Research Assistant provides a starting point to users for their research, including source referencing and appropriate attribution for the authors.
Based on a RAG (Retrieval Augmented Generation) architecture and grounded in the extensive Ex Libris CDI (Central Discovery Index), Summon Research Assistant provides a starting point to users for their research, including source referencing and appropriate attribution for the authors.
Our team of experts looks forward to hearing from you
We play nice with
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Records in the Central Discovery Index (CDI)
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Searches weekly
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Content neutral
Ex Libris Webinars
21 Jan 2025
Upcoming
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Open new doors to your digital collections with Specto
Meet Specto, the platform powered by Academic AI that integrates all stages of digital collection management - from cataloguing to discovery and preservation. This session will pro...
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2025 Primo Roadmap Highlights
Join us for an exclusive overview of the Primo roadmap for 2025. We’ll highlight key initiatives, introduce exciting new developments, and share how these plans will continue to en...
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Ex Libris Provider Relations 2025 Roadmap: Enhancing Content...
Learn about Ex Libris' Provider Relations key initiatives for enhancing collaboration with content providers in 2025.
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Basics of Summon and 360 Services – Introduction and E...
This session will review your discovery services, like Summon and 360 Link, explain how to access the Client Center and add accounts, increase your understanding of the 360 Knowled...
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30 Jan 2025
Upcoming
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Open new doors to your digital collections with Specto
Meet Specto, the platform powered by Academic AI that integrates all stages of digital collection management - from cataloging to discovery and preservation. This session provides ...
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04 Feb 2025
Upcoming
Please choose time
Open new doors to your digital collections with Specto
Meet Specto, the platform powered by Academic AI that integrates all stages of digital collection management - from cataloguing to discovery and preservation. This session will pro...
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Please choose time
Basics of Summon and 360 Services – Customize Discover...
This session will include demonstrations of how to customize your discovery services (Summon, 360 Link, and E-Journal Portal), how to use the business-intelligence tools (usage sta...
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Introduction to Resource Sharing: Resource Sharing Fundament...
This session will provide an overview of Resource Sharing in Alma, including an introduction to different methods of Resource Sharing. Basic configurations will also be introduced....
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Introduction to Resource Sharing: Peer-to-Peer Resource Shar...
This session will cover configurations related to peer-to-peer Resource Sharing in Alma. Both borrowing and lending workflows will be covered.
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Introduction to Resource Sharing: Automated Fulfillment Netw...
This session will cover configurations related to Automated Fulfillment Networks in Alma. Note that this session is most relevant to institutions that are part of a consortium.
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Introduction to Resource Sharing: Broker-based (NCIP) Resour...
This session will cover configurations and workflows related to NCIP broker-based (e.g., ILLiad) Resource Sharing.
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Managing Electronic Resources ERM-101 Overview and Backgroun...
This session focuses on Alma's inventory model and terminology for e-resources, types of electronic portfolios, and user roles for managing e-resources
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Managing Electronic Resources ERM-102 Order and Activate Col...
This session focuses on general ordering and activation workflow, order one-time collection from Community Zone, order subscription collection from Community Zone, activate collect...
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Managing Electronic Resources ERM-103 Order and Activate Por...
This session focuses on review exercises, general ordering and activating workflow, order subscription portfolio from Community Zone, activate single portfolio, view activated reso...
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Managing Electronic Resources ERM-201 Maintain E-Resources
This session focuses on review exercises, bulk changes to portfolios, portfolio editor, update selective packages, portfolio loader, import profile, and deactivate or delete resour...
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Managing Electronic Resources ERM-202 Troubleshoot Discovery
This session will contain a step-by-step process to troubleshoot linking issues in your discovery service, to see how the following sources can cause broken links: inactive service...
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Managing Electronic Resources ERM-203 Overlap Analysis
This session focuses on review exercises, purpose and use-cases, compare a CZ collection to all of IZ, compare an IZ collection to all of IZ, and compare a list of titles to all of...
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Managing Electronic Resources ERM-301 Usage Statistics, COUN...
This session focuses on review exercises, background on usage statistics, upload COUNTER reports, and set up SUSHI harvesting
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Managing Electronic Resources ERM-302 Analytics of E-Resourc...
This session focuses on review exercises, using Alma analytics, default ERM reports and dashboards, creating new reports, and overlap of print vs. electronic resources.
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Managing Electronic Resources ERM Bonus 1 Contribute to the ...
This session focuses on review exercises, goals and responsibilities of contributing, edit CZ bib records, contribute local e-resource portfolios to the CZ, contribute local e-reso...
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Managing Electronic Resources ERM Bonus 2 Upload Electronic ...
This session focuses on overview and workflow, activate the Collection in CZ/IZ, create a ProQuest Ebook Central integration profile, define the purchase model, record a purchase o...
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15 Jan 2025
Upcoming
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How Regent University met a 300% increase in resource sharin...
A surge in Regent University's student population, paired with the migration to a more intuitive discovery tool, put a strain on staff. In response, the library looked for a soluti...
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Primo VE Mixpanel User Engagement Analytics
Mixpanel is a new Analytics platform for understanding how users behave within the Primo VE user interface and will be released as part of the "Next Discovery Experience" (NDE).
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Our Services
All the Ex Libris consultants, trainers and experienced developers partner with you to tailor your solutions.
Cloud
Services
Services
Our revolutionary cloud services deliver exceptional reliability and the highest levels of security and data privacy across all institutional data, systems and processes.
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Content
Services
Services
We continuously grow and innovate our content services to support discovery and provide easy access to relevant information, optimizing every aspect of the research and learning experience.
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Professional
Services
Services
Our best-in-class professional services provided by our global teams ensure on-time and on-budget project implementation and we are with you every step of the way with on-going advice, training, and support.
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Support
Services
Services
We are committed to ensuring a high level of satisfaction among our customers. Our dedicated support services team attends to your specific configurations and needs on time, every time.
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FAQ
The Central Discovery Index (CDI) has 5.26 billion records of scholarly and academic resources of all kinds – journals, articles, books, videos, music, and more; local library catalogs and repositories, including electronic and print journals; Open Access content; commercial resources; and all ProQuest content. Our multi-tiered linking approach will connect your users with the content as easily and quickly as possible.
Summon is a standalone discovery solution that integrates with almost any ILS (that supports MARC21 or MARCXML) and provides an e-resources collection management system powered by the 360 Knowledgebase. Primo is tightly integrated with Alma to provide a full user experience including patron services.
Integrations with other Clarivate services – such as Web of Science, RefWorks, EndNote, Syndetics Unbound, etc. – are built-in. In addition, Summon utilizes LTI (Learning Tools Interoperability) to integrate with library management systems like Canvas. The customizable interface accepts JavaScript and CSS to support bespoke integrations to local services as well.
We take seriously the responsibility to provide an accessible user experience for our community members. We do a yearly audit with the ProQuest User Experience team, publish the results and address issues that are uncovered. Details are here.
The collaboration between our team and yours is a close one to ensure you have the discovery environment you need. In addition, we want to move at a speed with which your team is comfortable. If you want to include your print collection records in Summon the process will take as little as 3 months; if you want an e-resources only solution the process can take considerably less time.
Yes! Summon has a vibrant, committed community that participates in everything from “How do I?” conversations to fleshing out requirements for new features. Collaboration takes place through channels such as the Product Working Groups, NERS and Idea Exchange, as well as through focus groups and ad-hoc discussions.
