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Getting Started With LinkOut

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Title: Getting Started With LinkOut


1
Getting Started With LinkOut
Instructors name Instructors institution
2
Objectives
  • At the end of this class you will be able to
  • Explain what LinkOut is
  • Register for a LinkOut account
  • Set up library identity information
  • Enter your librarys holdings
  • Bring free web-based titles into your collection
    through LinkOut
  • Display your librarys icon
  • Keep up-to-date with LinkOut developments

3
What is LinkOut?
Overview
  • a software application designed to provide users
    with links to web-accessible resources (e.g. full
    text publications, consumer health sites, etc.)
  • a feature of NCBIs Entrez database search and
    retrieval system that handles external linking
    from PubMed and other Entrez databases.
  • a service that connects PubMed users who are
    patrons of the library with the e-journal and
    serial print collections.
  • an interface tool that enables patrons to
    distinguish journal articles available through
    their library or in free full text from those
    only available through other publishers or
    full-text provider links.

4
LinkOut is Not
Overview
  • Common misconceptions
  • NOT an application that connects patrons to the
    NLM universe.
  • Rather LinkOut is a utility application that
    links users from PubMed (and other Entrez
    databases) to relevant third party resources.
  • NOT a service that provides subscription access
    to electronic resources.
  • Rather LinkOut icons provide quick-n-easy
    access, in accordance with pre-existing licensing
    arrangements.

5
Why You Should LinkOut
Overview
  • Link users from PubMed citations to full-text
    electronic articles in your collection.
  • Link users to your librarys print holdings
    through SERHOLD
  • Limit PubMed searches to local holdings.

6
How LinkOut Works
Overview
  • Publisher provides URL of full-text article to
    NCBI
  • Library registers for LinkOut
  • Library enters holdings to link to journal titles
    in PubMed
  • LinkOut displays library-specific icons in
    PubMeds Abstract and Citation formats
  • Librarys icon links to full-text article or
    print holdings record

7
LinkOut for Electronic Journals
Overview
  • Uses existing links created by publishers and
    aggregators
  • Follows your authentication rules
  • Holdings information is entered with an easy to
    use On/Off interface

8
LinkOut for Print Journals
Overview
  • Print holdings are loaded from SERHOLD.
  • Non-SERHOLD libraries can upload a text file.

9
LinkOut in Action
  • http//www.ncbi.nlm.nih.gov/entrez/query.fcgi?hold
    ingumblib

10
LinkOut in Action Search Results
Overview
11
LinkOut in Action Abstract View
Overview
12
LinkOut in Action Publisher
Overview
13
LinkOut in Action Full-Text
Overview
14
LinkOut in Action Print holdings
Overview
15
7 Steps to Set Up LinkOut
Set Up
  • Familiarize
  • Organize
  • Register
  • Enter Holdings
  • Provide Icon
  • Activate
  • Publicize

16
Step 1 Familiarize
Set Up
  • Get to Know LinkOut

17
Visit These Web Pages
Set Up
  • LinkOut and Library Holdings http//www.ncbi.nlm.
    nih.gov/entrez/linkout/doc/liblinkout.html
  • Frequently Asked Questions for LinkOut Libraries
    http//www.ncbi.nlm.nih.gov/entrez/linkout/doc/lib
    lofaq.shtml
  • Tutorial Setting Up LinkOut for Libraries
    http//www.ncbi.nlm.nih.gov/entrez/linkout/doc/lin
    ktutorial.html

18
Visit These Web Pages
  • Demo - Getting there from PubMed
    (http//www.PubMed.gov)

19
For More Information
Set Up
  • NN/LM Library LinkOut Survival Guide
  • http//nnlm.gov/libinfo/ejournals/linkout
  • NCBI LinkOut Overview Page
  • http//www.ncbi.nlm.nih.gov/entrez/linkout/doc/lin
    kout.html

20
Step 2 Organize
Set Up
  • Everything in Its Place

21
Things to Do Beforehand
Set Up
  • Discuss LinkOut program with library staff
  • Assign LinkOut contact for LinkOut program
    maintenance (put this info in DOCLINE)
  • Compile a list of vendor or publisher names with
    titles and years supplied
  • Compare e-journal providers to the list of
    LinkOut providers to determine whether or not
    your providers participate in LinkOut.
  • Contact providers to join or add holdings, if
    necessary

22
More Things to Do
Set Up
  • For Print Holdings, know your DOCLINE LIBID or
    prepare a text file to upload.
  • Resolve outstanding questions through your
    LinkOut representative
  • 1-800-338-7657
  • or email lib-linkout_at_ncbi.nlm.nih.gov

23
Step 3 Register
Set Up
  • Introduce Yourself

24
Send Email to lib-reg_at_ncbi.nlm.nih.gov
Set Up
Please use this format Subject LinkOut
Registration Request Library Name Contact
Person Email address Phone Number Address
25
LinkOut Writes Back
Set Up
  • Within a week, LinkOut will send you an email
    containing a username, password, and PrID for
    example
  • User Name umalib
  • Password Br76D
  • PrId 1234
  • User Name is used in two ways
  • Access to LinkOut files in Submission utility
  • Identifies your library for PubMed to activate
    your icon in PubMed searches

26
Things to Remember in Step 3
Set Up
  • Remember User names and passwords are
    case-sensitive
  • Remember Your user name, which will be used to
    identify your library for LinkOut in general, is
    different from your DOCLINE LIBID which is needed
    to attach SERHOLD information to LinkOut

27
Step 4 Enter Holdings
Set Up
  • Sign In, Complete Identity Information, Enter
    Holdings

28
Edit Your Record
Set Up
  • With your user name and password, sign in to the
    Submission Utility and check
  • Library Name
  • Library/Organization Public Web Site URL
  • LinkOut Contact Persons name and email at your
    library

29
Using the Submission Utility
Set Up
Start with PubMed.gov. Click on LinkOut in the
Sidebar.
30
Using the Submission Utility (pt. 2)
Set Up
On the LinkOut web page, select the link for
Library Submission.
31
Using the Submission Utility (pt. 3)
Set Up
Select a menu item to sign in. You will be
prompted for your user name and password. For
this example, well select Update Library
Identity
32
Using the Submission Utility (pt. 4)
Set Up
Remember User names and passwords are CaSe
sensitive!
33
Using the Submission Utility Edit Library
Identity
Set Up
Library Identity provides information about your
library. The contact person information is not
publicly available. The Library Name, Display
Name, and Public Web Site URL will be viewable by
the public. Remember to click the Update button
when you are finished.
34
Edit Holdings
Set Up
Once you have signed into the Submission Utility,
you can navigate using the sidebar menu, or
return to the Library Submission webpage. To add
your librarys electronic holdings, select Edit
Holdings
35
Finding a Journal Title Three Methods
Set Up
1
  • Three ways to find
  • a title in LinkOut
  • Provider List
  • Browse alphabetical list of journal names
  • Search by journal name, MEDLINE abbreviation, or
    ISSN.

2
3
36
Search by Provider
Set Up
  • Provider searching is, perhaps, the quickest and
    most convenient way to turn on links
  • All titles (up to 50) for a given provider may be
    turned with two clicks.

37
Adding By Provider
Set Up
Provider searching is an alphabetical list of all
LinkOut Providers.
38
Adding a Providers Titles
Set Up
Clicking on a providers name brings up a list of
titles with check boxes for selection and drop
down boxes for date manipulation.
Dont forget to click the Update button before
leaving a page!
39
Selecting Titles
Set Up
Click on the checkbox to add a journal title. Use
drop-down menus to select years held. Use the
delay drop down to account for embargoes.
Dont forget Update!
40
Adding by Name or Searching
Set Up
  • Adding by searching can be done by journal name
    or ISSN. If you are making changes to one title
    or have multiple providers for a title, this is
    probably the way to go!

41
Tips For E-Journal Links
Set Up
  • If you subscribe to the entire run of an
    electronic title, there is no need to use the
    date drop-downs
  • Changes made in the Submission Utility show up in
    PubMed within 48 hours.
  • Holdings may be entered in multiple sessions
  • If you dont have a subscription, dont add the
    journal! Well show you a special URL that will
    automatically apply your icon to all citations
    with free full-text links.

42
Look Out for These Problems
Set Up
  • To access electronic full-text through LinkOut,
    you will have to have active subscriptions to the
    titles from a LinkOut provider, except for freely
    available full text.
  • We recommend adding only those journals that
    validate IP addresses or are accessible through
    your proxy server, otherwise you will need to
    give out your passwords
  • If you have more than one person adding holdings,
    assign them different letters or parts of the
    alphabet, so they dont overwrite each others
    changes.

43
Look Out for These Problems
Set Up
  • Sometimes the provider is not obvious
  • Sometimes one journal has multiple providers

If youre not sure who your provider is, check
the LinkOut display. Test provider links and see
which one you can access!
Provider links are here
44
Print Holdings
Set Up
  • LinkOut-SERHOLD is available for US and Canadian
    libraries only
  • Non-SERHOLD libraries can upload their print
    holdings to LinkOut in a text file. See
    Uploading Print Holdings in LinkOut Help or the
    Advanced section of the on-line Tutorial for
    information.

45
Print Holdings Display What You Need
Set Up
  • You will need to know the following
  • DOCLINE LIBID for your library
  • Where your print collection is physically
    located, for example
  • Journal Stacks
  • Current Year (Unbound) First Floor, Main Branch
    Reading Room. Previous Years (Bound) Fourth
    Floor Open Stacks, Main Branch.
  • This can be up to 255 characters long
  • URL for your library catalog (optional). If your
    URL is included, this link will display with your
    print holdings

46
Print Holdings via SERHOLD Getting There
Set Up
Click on LinkOut SERHOLD under Print Collection.
47
Print Holdings Page
Set Up
From this page, you may register for or turn off
Print Holdings Display or submit a call number
file for classified journals
48
Registration
Set Up
The first time you click on Registrationadd or
edit library information, you will be asked to
enter the number of library ids you will be
entering. If you have only one library registered
in DOCLINE, enter 1
49
Registration (Pt. 2)
Set Up
For each LIBID enter the ID and physical location
of the print collection Enter Library Catalog URL
(optional)
50
End of Part 4
Set Up
  • Registration is completed
  • Changes, edits, title additions or deletions show
    up within 48 hours.
  • If journals are classified by your library, see
    the Advanced portion of the online Tutorial for
    call number submission

51
Step 5 Provide an Icon
Set Up
Provide an icon to identify your library holdings
52
Create Icons For PubMed
Set Up
  • Create icon(s) to represent your library
  • Follow these design parameters
  • Recommended size 100x25 pixels
  • gif, jpg, or png formats only
  • Should identify the library and the full text
    format.
  • Should look like an actionable button, i.e.
    should have an outline and/or colored background.

53
Store Your Icon Somewhere
Set Up
  • You have three choices for providing and
  • storing an icon
  • Self-Hosting store your icons in a
    web-accessible directory, outside any firewalls
    on your own server.
  • Hosted by NCBI If you cannot host your icon(s)
    on your own web server, NCBI will host it/them
    for you
  • OR

54
Default Icons
Set Up
  • If you do not create icon(s), PubMed
  • will generate default buttons

55
Using the Submission Utility Provide an Icon
Set Up
If you are already signed in to the Submission
Utility, select Provide Icon from the
sidebar. Otherwise, select Provide Icon from
the Submission Utility menu on the website.
56
Providing an Icon 3 Choices
Set Up
  • Supply the URL for an icon on your own server
  • Upload an icon to NCBI
  • Use the default icons

1
2
3
57
Providing an Icon for Print
Set Up
The same three choices apply for the Print
Collection Icon.
58
Tips on Creating Icons
Set Up
  • Your marketing department or IT staff may be able
    to help you
  • Your icon may be your institutions logo or a
    statement such as Full-text provided by My
    Medical Library or My Medical Library Print
    Collection
  • Icons should identify your institution

59
Tips on Creating Icons (pt. 2)
Set Up
  • Create two icons one for your print collection
    (SERHOLD), one for your electronic collection
  • Use unambiguous terms on your icons many people
    think that an icon with the word Print on it
    refers to an action.

60
Step 6 Activate
Set Up
  • When you UPDATE input of holdings, the Submission
    Utility will record changes in NCBIs LinkOut
    database.
  • Your library icons will be available in PubMed
    the next business day after you update your
    files.
  • Your library icon will display on the Abstract,
    AbstractPlus and Citation displays for those
    citations that were entered in the Submission
    Utility session.

61
Two Ways to Activate Icons
Set Up
  • A link on your library website
  • Through My NCBI

62
Activating LinkOut from Library Website
Set Up
  • Default link to PubMed
  • Uses a special URL http//www.ncbi.nlm.nih.gov/en
    trez/query.fcgi?holdingmedlib
  • where medlib is the LinkOut user name assigned to
    your library

63
Activating LinkOut through My NCBI
Set Up
  • User signs in to My NCBI and selects LinkOut
    provider(s) as Filters.
  • Providers icons will display in search result
    and providers holdings will display as a Filter
    tab.
  • Works only if user is signed into My NCBI.

64
A Quick Course on My NCBI (demo)
  • http//www.pubmed.gov

65
A Quick Course on My NCBI
Set Up
  • Select My NCBI from the PubMed screen.
  • Sign in to My NCBI, or register for My NCBI, then
    sign in.
  • You can sign in using your Cubby username and
    password

66
Set Up
A Quick Course on My NCBI (pt. 2)
  • Select Filters from the My NCBI menu.
  • Select PubMed from the database list.

67
Set Up
A Quick Course on My NCBI (pt. 3)
  • This will bring you to Filters Quick Pick list
  • Click the Search tab.
  • Enter your institutions name in the search box.
    Click Go.
  • Select your library from the list of Matching
    Filters.

68
A Quick Course on My NCBI (pt. 4)
Set Up
  • Make sure both checkboxes under Selections are
    checked.
  • Library icons will display on holdings.
  • Holdings will be grouped as a Filter tab in the
    search result.

69
A Quick Course on My NCBI (pt. 5)
Set Up
  • View Filter selections under My Selections
  • My NCBI filters will only work when user is
    signed into My NCBI.
  • From the Quick Pick list, you can click Browse
    to select from a list of libraries that
    participate in LinkOut.
  • Options set using special URLs will be applied
    while user is in My NCBI.

70
Step 7 Publicize
Set Up
  • Let your patrons know about LinkOut Handouts,
    bookmarks, classes, etc.
  • Provide a link to your special URL on your
    library website.
  • Bookmark your special URL on your library
    computers
  • Share your LinkOut Statistics, which are
    automatically collected by the system, with your
    administrators

71
Seven Steps Review
Set Up
  • Familiarize read about the program
  • Organize review e-journal subscriptions
  • Register sign up with NLM
  • Enter Holdings input library holdings
  • Provide an icon create and store library icon
  • Activate display your journal holdings
  • Publicize let patrons know collection

72
Keeping Up to Date
Using
  • Subscribe to the Library LinkOut Announcement
    Mailing list.
  • Announcements include new LinkOut developments
    and new titles added to LinkOut
  • Send an email message with subscribe in the
    Subject to library-linkout-request_at_ncbi.nlm.nih.g
    ov
  • Or on the web at http//www.ncbi.nlm.nih.gov/mailm
    an/listinfo/library-linkout

73
Hands-On Practice
Practice
  • Go to the list of LinkOut Libraries and see how
    libraries are listed and what their Web sites
    look like. Make note of the library user name
    for some of the libraries.
  • Go to PubMed using the URL to activate holdings
    for these libraries and look at their icons.

74
Hands-On Practice (pt. 2)
Practice
  • Using your user name and password (if you have
    one) or a class user name and password, sign in
    to the Submission utility and enter
  • Library Name
  • Library/Organization Public Web Site URL
  • LinkOut Contact Persons name and email at your
    library
  • Input a URL to provide the icon located at
    http//nnlm.gov/psr/images/lo_psr.jpg

75
Hands-On Practice (pt. 3)
Practice
  • Enter some e-journal holdings for your library or
    some example holdings using a class user name,
    searching by provider and journal title.
  • Sign in to My NCBI and activate LinkOut icons for
    a library. Select free full-text as a filter.

76
More LinkOut Tips
Using
Linking to Free Full-Text Localize PubMed
LinkOut beyond journals
Usage Statistics Access library
holdings Searching for Full-Text
77
Using
Usage Statistics
  • The Statistics function on the Submission
    Utility sidebar shows libraries' LinkOut usage
    statistics.

78
Using
Usage Statistics (pt. 2)
  • LinkOut Total total full-text and print
    accesses.
  • LinkOut Full-Text number of times users click on
    your librarys online full-text icon or the
    electronic full text link under your library name
    in the LinkOut display

79
Using
Usage Statistics (pt. 3)
  • LinkOut Print number of times users click on
    your library's print collection icon or the Print
    Collection link under your library name in the
    LinkOut display.
  • Outside Tool Number of times users click on your
    librarys Outside Tool icon.
  • holdinglibrary username number of times
    users access PubMed using the PubMed URL with
    your username
  • Otoolotool usernameNumber of times users
    click on the special URL with your Outside Tool
    username.

80
Access Your Library Holdings
Using
  • Two ways in search box (one search) or in My
    NCBI (every search)
  • In the search box loprovmedlibfilter
  • where medlib is your librarys LinkOut user
    name.
  • Add loprovmedlibfilter to any search
  • hypersensitivity mh AND asthma mh AND
    loprovmedlib filter

81
Using
Access Your Library Holdings (pt. 2)
  • In My NCBI If library is selected as a filter,
    holdings will display as a Filter tab for every
    search.

82
Searching for Full-Text (pt. 1)
Using
  • Two ways in search box (one search) or in My
    NCBI (every search)
  • In search box
  • full text filter
  • free full text filter
  • Use this filter with any PubMed
    searchhypersensitivitymh AND asthmamh AND
    free full text filter

83
Using
Searching for Full-Text (pt. 2)
  • In My NCBI If full-text is selected as a filter,
    full-text citations will be grouped as a Filter
    tab for every search.

84
Using
Linking to Free Full-Text
  • Automatically apply library icon to citations
    with free full-text links.
  • Use special URL http//www.ncbi.nlm.nih.gov/entre
    z/query.fcgi?holdingmedlib_fft
  • where medlib is your librarys username
  • Free full-text journals will not be added to your
    library holdings.

85
Special URLS
Using
  • Special URLs can be localized to meet user needs.
    For information see
  • http//www.ncbi.nlm.nih.gov/books/bv.fcgi?ridhel
    plinkout.section.lib.Localizing_PubMed_fo

86
Other LinkOut Resources
Beyond Journals
http//www.ncbi.nlm.nih.gov/books/bv.fcgi?ridhelp
linkout.section.Public.Examples_of_LinkOut_
87
LinkOut to MedlinePlus
Beyond Journals
88
LinkOut to MedlinePlus (pt. 2)
Beyond Journals
89
LinkOut to Guidelines
Beyond Journals
90
LinkOut to Guidelines (pt. 2)
Beyond Journals
91
Non-Bibliographic Providers
Beyond Journals
92
Other Non-Bibliographic Providers A Selection
Beyond Journals
  • ClinicalTrials.gov (PubMed)
  • Cystic Fibrosis Mutation Database (OMIM)
  • FDA Bad Bugs Book (Taxonomy)
  • Institute for Transcriptional Informatics
    (PubMed, Nucleotide, Protein)
  • National Center for Infectious Disease
    (Taxonomy)
  • Protein Reviews on the Web (PubMed, Nucleotide,
    Protein, OMIM)
  • ToxNet (PubMed)

93
Hands-On Practice (pt. 2)
Practice
  • Use the loprov filter to limit a PubMed search to
    the holdings of the library used in Exercise 2.
  • Apply the librarys icon to free full-text
    citations.
  • Use the Free Full Text filter to limit a search
    to free full text.

94
Hands-On Practice (pt. 5)
Practice
  • Go to the list of nonbibliographic providers,
    choose some for PubMed, click on link, see
    results.
  • Do a PubMed search, view LinkOut display,
    identify the contents.
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