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Introductionto QUOSARelease9.301 |
Presented By
Date
Introduction to QUOSA Release 9.301
Andrew Carver
July 2015
Introductionto QUOSARelease9.301 |
• Significant upgrade to citation insertion capabilities:
• Some for all customers
• Subset sold as an additional module: Advanced Reference Management
• Major set of customer requested features
• Available for all customers
With this release…
2
Introductionto QUOSARelease9.301 | 3
Citation Insertion – Base Offering vs. Advanced Reference Mgt
Introductionto QUOSARelease9.301 |
• Useful for medical writers who need to reference the literature
• Styles definitely need to support different reference types
• References can be document types not supported in standard styles
• Need to support these reference types
• Need to customize styles in order to support non-standard reference types
• Style appearance deviates from the (base) standard style
• Different reference linking from the standard
• May want to note with the reference which documents it is used in
4
Benefits of Advanced Reference Management Module
Introductionto QUOSARelease9.301 | 5
Example Output
Standardised journal abbreviation used.
Book title shown – not
shown in some styles
No author, Editor used instead.
Editor always shown in some styles
No author, Editor used instead.
Editor always shown in some styles
Introductionto QUOSARelease9.301 |
• Filter results for Journals and separately for Books
6
Automatic reference type categorisation via ScienceDirect download
Introductionto QUOSARelease9.301 |
• Customer configurable mapping of Publication Type values to Types
7
Automated capture of Reference Type
Introductionto QUOSARelease9.301 | 8
Citation insertion uses the right fields for each Style/Ref Type
Introductionto QUOSARelease9.301 |
Questions on Advanced Reference Management?
Introductionto QUOSARelease9.301 |
Upgrade for all customers
Introductionto QUOSARelease9.301 |
• Citation Insertion improvements (cite as you write)
• MAC gets citation insertion
• PPT citation insertion
• Hyperlinking citations in Word
• Command-line power searching on QB Advanced Search
• Trade names and manufacturer names
• Conference dates from Embase.com
• QB button for blank order form
• Annotations now included on QB spreadsheet reports
• Spell check
• See duplicates when publishing
• iPad new sorting feature: follows QB sorting
• Password resetting on clients
11
End-user facing changes and options
Introductionto QUOSARelease9.301 |
• Granular administrative roles
• iPad key fields configuration
• Spell check config & dictionary
• Format advisories
• iPad included in metrics
• Administrator can force Session Expiry
12
Admin user changes
Introductionto QUOSARelease9.301 |
End-user facing changes and options
Introductionto QUOSARelease9.301 |
• Add the plug ins via QUOSA Preferences and then Integration Settings
MAC gets citation insertion
Introductionto QUOSARelease9.301 | 15
Adding the citations in QIM MAC
• From QUOSA tab in Word, InsertCitation -> IM MAC, selectitem(s), Press Word icon
Introductionto QUOSARelease9.301 |
• Enter citations and enter bibliography (“reference”)
• Need to select style in advance
• It cannot be changed thereafter
• Bibliography is not automatic
• Need to select all the articles to be included, in the right order, and then
insert where desired
• Numbering on numbering styles is not automatic
• Best to user alphabetically ordered styles
PPT citation insertion
Title
• Line 1‎(Bourret et al., 2015)
• Line 2‎(Dittmann, 2012)
• Line 3
• Line 4‎(Abdul & von, 2013)
• Bibliography
• ‎Abdul, R. A. S., & von, I. M. (2013). Chapter Sixteen - Recent Progress in the Discovery of Neuraminidase
Inhibitors as Anti-influenza Agents. In C. D. Manoj (Ed.), (Volume 48., Vol. Volume 48, pp. 249–263). Academic
Press. doi:10.1016/B978-0-12-417150-3.00016-8
• ‎Bourret, V., Croville, G., Mansuy, J.-M., Mengelle, C., Mariette, J., Klopp, C., … Guérin, J.-L. (2015 7). Intra-host
viral variability in children clinically infected with H1N1 (2009) pandemic influenza. Infection, Genetics and
Evolution. doi:10.1016/j.meegid.2015.04.009
• ‎Dittmann, S. (2012). 32 - Vaccines. In A. J.K. (Ed.), (Volume 34., Vol. Volume 34, pp. 499–508). Elsevier.
doi:10.1016/B978-0-444-59499-0.00032-5
Introductionto QUOSARelease9.301 |
• Link from inserted citation to item in bibliography
• Links out to article from bibliography
• DOI and Abstract URL (default configuration for DOI and URL fields used in styles)
• Customised styles (requiring ARM) can build URLs in the styles editor and have these
clickable.
18
Hyperlinking citations in Word
Introductionto QUOSARelease9.301 | 19
Hyperlinking citations in Word
Introductionto QUOSARelease9.301 |
• User option offered via Advanced Search
• The main benefit here is to enable someone effectively to control nesting.
• Uses internal QUOSA codes
• You can find these most easily by creating a query in Advanced Search and toggling
Command line check box:
20
Command Line Searching
Introductionto QUOSARelease9.301 |
• Supported in
• IM PC Scopus and Embase.com channels
• Embase.com email alerts
• Both drug and device mapped to same fields:
• Trade name
• Manufacturer
• Note that other words like “USA” are in these fields.
• All customers will get these fields on upgrade.
21
Trade Names and Manufacturer Names
Introductionto QUOSARelease9.301 | 22
Scopus Manufacturer Names Example
Introductionto QUOSARelease9.301 |
• Supported in
• IM PC Embase.com channel
• Embase.com email alerts
• All customers will get these fields on upgrade.
• Example
23
Conference dates in Embase.com
Introductionto QUOSARelease9.301 | 24
Order button with no items checked brings up blank order form
Introductionto QUOSARelease9.301 |
• Via All Fields Export
25
Annotations now included on QUOSA Browser spreadsheet reports
Introductionto QUOSARelease9.301 |
• Article editing feature
• Not search aid
• Applies to fields configured for it
• Applies to all relevant citation fields by default
• Start editing the field
• Wavy red line for unrecognised items
• Right-click for alternatives
26
Spellcheck
Introductionto QUOSARelease9.301 |
• Turned ON or OFF per field via Custom Field configuration
27
Spell Check Identifying Potential Misspellings
Introductionto QUOSARelease9.301 | 28
Right Click to select alternatives
Introductionto QUOSARelease9.301 |
• Feature of IM PC
• Applies to Curator publishing only & for a single item
• Option to find duplicates for any item to be published
• After you select the target library and folder
• Shows duplicate list in the whole library
• Not just target folder
• Nothing changes in publishing outcome
• Option to cancel more useful now
29
Find Duplicates in Library
Introductionto QUOSARelease9.301 | 30
Find Duplicates in Library
Introductionto QUOSARelease9.301 |
• Go to Manage “***” and Manage Docs
• Sort icons becomes available
• Sort options are inherited from sorting options via browser access to VL
• Includes direction of sorting
31
New iPad Sort Feature
Introductionto QUOSARelease9.301 | 32
New iPad Sort Feature
Introductionto QUOSARelease9.301 | 33
New iPad Sort Feature
Introductionto QUOSARelease9.301 | 34
New iPad Sort Feature
Introductionto QUOSARelease9.301 | 35
Password resetting on clients
Introductionto QUOSARelease9.301 |
• Passwords must meet the following requirements:
• be at least 8 and no more than 19 characters in length;
• contain at least one character from each of the following three categories:
• English uppercase characters (A through Z);
• English lowercase characters (a through z);
• base 10 digits or nonalphanumeric characters (0 through 9, punctuation marks,
and keyboard symbols such as $, #, % ,@)
36
New Password Strength Requirement
Introductionto QUOSARelease9.301 |
New administrative features
Introductionto QUOSARelease9.301 |
• Granular administrative roles
• iPad key fields configuration
• Spell check config & dictionary
• Format advisories
• iPad included in metrics
• VL API 1.2 improvements
• Administrator can force Session Expiry
38
Admin user changes
Introductionto QUOSARelease9.301 |
• Different administration roles supported
• Super-administrator role:
• is only enabled by Elsevier tech services
• can create and edit roles, including:
• assigning permissible actions to roles
• assigning individuals to roles
39
Granular Administration Permissions
Introductionto QUOSARelease9.301 |
• Admin Roles tree in VL configurator separates
• Admin feature permissions from
• Library access permissions
• which‎remains‎with‎“User‎and‎Group”‎admin‎feat
40
Granular Administration Permissions
Introductionto QUOSARelease9.301 |
• Super-administrator editing permissions and members for a role
41
Granular Administration Permissions
Introductionto QUOSARelease9.301 |
• Creating a new role
42
Granular Administration Permissions
Introductionto QUOSARelease9.301 |
• Configuring a new role
43
Granular Administration Permissions
Introductionto QUOSARelease9.301 |
• Configuring a new role
44
Granular Administration Permissions
Introductionto QUOSARelease9.301 |
• Assigning Members to a role
45
Granular Administration Permissions
Introductionto QUOSARelease9.301 |
• Configurator node in VL admin console
• iPad ⓘ: Always shown fields
• Choose which fields to show at the top of the Details pane and in what order
46
iPad Key Fields Configuration
Introductionto QUOSARelease9.301 |
• Configurator node in VL admin console: “Spelling”
• Allows you to add a dictionary of words to be recognised by the system in
addition to its base dictionary
47
Spell Check Config & Dictionary
Introductionto QUOSARelease9.301 | 48
Spell Check Config & Dictionary
Introductionto QUOSARelease9.301 |
• Part of Custom Fields configuration
49
Format Advisories
Introductionto QUOSARelease9.301 |
• Same data on usage as is gathered for IM and QBP
• E.g.
• Unique users in Summary report
• Downloads from VL in detailed reports
50
iPad included in metrics
Introductionto QUOSARelease9.301 |
• Not limited to 50 results
• Pagination possible = unlimited results
• Sort possible, including by date modified or added to VL
• Allows‎ building‎ a‎“New‎ results”‎ capability‎ in‎the‎system‎ using‎ the‎API.
51
VL API 1.2
Introductionto QUOSARelease9.301 |
• Force immediate re-authentication in case of any securityconcern
• QUOSA TechnicalServicescan expirepasswords,too,if needed
52
Administrator can force Session Expiry
Introductionto QUOSARelease9.301 |
Thank you!
Questions?
andrew.carver@elsevier.com

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Introducing quosa version 9 301 webinar

  • 1. Introductionto QUOSARelease9.301 | Presented By Date Introduction to QUOSA Release 9.301 Andrew Carver July 2015
  • 2. Introductionto QUOSARelease9.301 | • Significant upgrade to citation insertion capabilities: • Some for all customers • Subset sold as an additional module: Advanced Reference Management • Major set of customer requested features • Available for all customers With this release… 2
  • 3. Introductionto QUOSARelease9.301 | 3 Citation Insertion – Base Offering vs. Advanced Reference Mgt
  • 4. Introductionto QUOSARelease9.301 | • Useful for medical writers who need to reference the literature • Styles definitely need to support different reference types • References can be document types not supported in standard styles • Need to support these reference types • Need to customize styles in order to support non-standard reference types • Style appearance deviates from the (base) standard style • Different reference linking from the standard • May want to note with the reference which documents it is used in 4 Benefits of Advanced Reference Management Module
  • 5. Introductionto QUOSARelease9.301 | 5 Example Output Standardised journal abbreviation used. Book title shown – not shown in some styles No author, Editor used instead. Editor always shown in some styles No author, Editor used instead. Editor always shown in some styles
  • 6. Introductionto QUOSARelease9.301 | • Filter results for Journals and separately for Books 6 Automatic reference type categorisation via ScienceDirect download
  • 7. Introductionto QUOSARelease9.301 | • Customer configurable mapping of Publication Type values to Types 7 Automated capture of Reference Type
  • 8. Introductionto QUOSARelease9.301 | 8 Citation insertion uses the right fields for each Style/Ref Type
  • 9. Introductionto QUOSARelease9.301 | Questions on Advanced Reference Management?
  • 11. Introductionto QUOSARelease9.301 | • Citation Insertion improvements (cite as you write) • MAC gets citation insertion • PPT citation insertion • Hyperlinking citations in Word • Command-line power searching on QB Advanced Search • Trade names and manufacturer names • Conference dates from Embase.com • QB button for blank order form • Annotations now included on QB spreadsheet reports • Spell check • See duplicates when publishing • iPad new sorting feature: follows QB sorting • Password resetting on clients 11 End-user facing changes and options
  • 12. Introductionto QUOSARelease9.301 | • Granular administrative roles • iPad key fields configuration • Spell check config & dictionary • Format advisories • iPad included in metrics • Administrator can force Session Expiry 12 Admin user changes
  • 13. Introductionto QUOSARelease9.301 | End-user facing changes and options
  • 14. Introductionto QUOSARelease9.301 | • Add the plug ins via QUOSA Preferences and then Integration Settings MAC gets citation insertion
  • 15. Introductionto QUOSARelease9.301 | 15 Adding the citations in QIM MAC • From QUOSA tab in Word, InsertCitation -> IM MAC, selectitem(s), Press Word icon
  • 16. Introductionto QUOSARelease9.301 | • Enter citations and enter bibliography (“reference”) • Need to select style in advance • It cannot be changed thereafter • Bibliography is not automatic • Need to select all the articles to be included, in the right order, and then insert where desired • Numbering on numbering styles is not automatic • Best to user alphabetically ordered styles PPT citation insertion
  • 17. Title • Line 1‎(Bourret et al., 2015) • Line 2‎(Dittmann, 2012) • Line 3 • Line 4‎(Abdul & von, 2013) • Bibliography • ‎Abdul, R. A. S., & von, I. M. (2013). Chapter Sixteen - Recent Progress in the Discovery of Neuraminidase Inhibitors as Anti-influenza Agents. In C. D. Manoj (Ed.), (Volume 48., Vol. Volume 48, pp. 249–263). Academic Press. doi:10.1016/B978-0-12-417150-3.00016-8 • ‎Bourret, V., Croville, G., Mansuy, J.-M., Mengelle, C., Mariette, J., Klopp, C., … Guérin, J.-L. (2015 7). Intra-host viral variability in children clinically infected with H1N1 (2009) pandemic influenza. Infection, Genetics and Evolution. doi:10.1016/j.meegid.2015.04.009 • ‎Dittmann, S. (2012). 32 - Vaccines. In A. J.K. (Ed.), (Volume 34., Vol. Volume 34, pp. 499–508). Elsevier. doi:10.1016/B978-0-444-59499-0.00032-5
  • 18. Introductionto QUOSARelease9.301 | • Link from inserted citation to item in bibliography • Links out to article from bibliography • DOI and Abstract URL (default configuration for DOI and URL fields used in styles) • Customised styles (requiring ARM) can build URLs in the styles editor and have these clickable. 18 Hyperlinking citations in Word
  • 19. Introductionto QUOSARelease9.301 | 19 Hyperlinking citations in Word
  • 20. Introductionto QUOSARelease9.301 | • User option offered via Advanced Search • The main benefit here is to enable someone effectively to control nesting. • Uses internal QUOSA codes • You can find these most easily by creating a query in Advanced Search and toggling Command line check box: 20 Command Line Searching
  • 21. Introductionto QUOSARelease9.301 | • Supported in • IM PC Scopus and Embase.com channels • Embase.com email alerts • Both drug and device mapped to same fields: • Trade name • Manufacturer • Note that other words like “USA” are in these fields. • All customers will get these fields on upgrade. 21 Trade Names and Manufacturer Names
  • 22. Introductionto QUOSARelease9.301 | 22 Scopus Manufacturer Names Example
  • 23. Introductionto QUOSARelease9.301 | • Supported in • IM PC Embase.com channel • Embase.com email alerts • All customers will get these fields on upgrade. • Example 23 Conference dates in Embase.com
  • 24. Introductionto QUOSARelease9.301 | 24 Order button with no items checked brings up blank order form
  • 25. Introductionto QUOSARelease9.301 | • Via All Fields Export 25 Annotations now included on QUOSA Browser spreadsheet reports
  • 26. Introductionto QUOSARelease9.301 | • Article editing feature • Not search aid • Applies to fields configured for it • Applies to all relevant citation fields by default • Start editing the field • Wavy red line for unrecognised items • Right-click for alternatives 26 Spellcheck
  • 27. Introductionto QUOSARelease9.301 | • Turned ON or OFF per field via Custom Field configuration 27 Spell Check Identifying Potential Misspellings
  • 28. Introductionto QUOSARelease9.301 | 28 Right Click to select alternatives
  • 29. Introductionto QUOSARelease9.301 | • Feature of IM PC • Applies to Curator publishing only & for a single item • Option to find duplicates for any item to be published • After you select the target library and folder • Shows duplicate list in the whole library • Not just target folder • Nothing changes in publishing outcome • Option to cancel more useful now 29 Find Duplicates in Library
  • 30. Introductionto QUOSARelease9.301 | 30 Find Duplicates in Library
  • 31. Introductionto QUOSARelease9.301 | • Go to Manage “***” and Manage Docs • Sort icons becomes available • Sort options are inherited from sorting options via browser access to VL • Includes direction of sorting 31 New iPad Sort Feature
  • 32. Introductionto QUOSARelease9.301 | 32 New iPad Sort Feature
  • 33. Introductionto QUOSARelease9.301 | 33 New iPad Sort Feature
  • 34. Introductionto QUOSARelease9.301 | 34 New iPad Sort Feature
  • 35. Introductionto QUOSARelease9.301 | 35 Password resetting on clients
  • 36. Introductionto QUOSARelease9.301 | • Passwords must meet the following requirements: • be at least 8 and no more than 19 characters in length; • contain at least one character from each of the following three categories: • English uppercase characters (A through Z); • English lowercase characters (a through z); • base 10 digits or nonalphanumeric characters (0 through 9, punctuation marks, and keyboard symbols such as $, #, % ,@) 36 New Password Strength Requirement
  • 37. Introductionto QUOSARelease9.301 | New administrative features
  • 38. Introductionto QUOSARelease9.301 | • Granular administrative roles • iPad key fields configuration • Spell check config & dictionary • Format advisories • iPad included in metrics • VL API 1.2 improvements • Administrator can force Session Expiry 38 Admin user changes
  • 39. Introductionto QUOSARelease9.301 | • Different administration roles supported • Super-administrator role: • is only enabled by Elsevier tech services • can create and edit roles, including: • assigning permissible actions to roles • assigning individuals to roles 39 Granular Administration Permissions
  • 40. Introductionto QUOSARelease9.301 | • Admin Roles tree in VL configurator separates • Admin feature permissions from • Library access permissions • which‎remains‎with‎“User‎and‎Group”‎admin‎feat 40 Granular Administration Permissions
  • 41. Introductionto QUOSARelease9.301 | • Super-administrator editing permissions and members for a role 41 Granular Administration Permissions
  • 42. Introductionto QUOSARelease9.301 | • Creating a new role 42 Granular Administration Permissions
  • 43. Introductionto QUOSARelease9.301 | • Configuring a new role 43 Granular Administration Permissions
  • 44. Introductionto QUOSARelease9.301 | • Configuring a new role 44 Granular Administration Permissions
  • 45. Introductionto QUOSARelease9.301 | • Assigning Members to a role 45 Granular Administration Permissions
  • 46. Introductionto QUOSARelease9.301 | • Configurator node in VL admin console • iPad ⓘ: Always shown fields • Choose which fields to show at the top of the Details pane and in what order 46 iPad Key Fields Configuration
  • 47. Introductionto QUOSARelease9.301 | • Configurator node in VL admin console: “Spelling” • Allows you to add a dictionary of words to be recognised by the system in addition to its base dictionary 47 Spell Check Config & Dictionary
  • 48. Introductionto QUOSARelease9.301 | 48 Spell Check Config & Dictionary
  • 49. Introductionto QUOSARelease9.301 | • Part of Custom Fields configuration 49 Format Advisories
  • 50. Introductionto QUOSARelease9.301 | • Same data on usage as is gathered for IM and QBP • E.g. • Unique users in Summary report • Downloads from VL in detailed reports 50 iPad included in metrics
  • 51. Introductionto QUOSARelease9.301 | • Not limited to 50 results • Pagination possible = unlimited results • Sort possible, including by date modified or added to VL • Allows‎ building‎ a‎“New‎ results”‎ capability‎ in‎the‎system‎ using‎ the‎API. 51 VL API 1.2
  • 52. Introductionto QUOSARelease9.301 | • Force immediate re-authentication in case of any securityconcern • QUOSA TechnicalServicescan expirepasswords,too,if needed 52 Administrator can force Session Expiry
  • 53. Introductionto QUOSARelease9.301 | Thank you! Questions? andrew.carver@elsevier.com