Want to use QUOSA on iPad? QUOSA Software and Services make it easier than ever to COLLECT full-text literature: Automate article alerts and de-duplicate your incoming content from most major providers (Embase, ScienceDirect PubMed, Scopus, and more) ORGANIZE full-text literature: Consolidate and archive your content in a centralized repository SHARE full-text literature: Allow users to find, view, and share full-text literature instantly via the web, email, or RSS alerts

1. QUOSA for iPad
Presenters: Robin Fogel
2 February 2015

2. | 2
• Audience
• Requirements and getting started
• Use cases
 Finding articles to display and read when you are offline
 Sharing highlighted articles with a colleague
 Checking for the latest literature authored by KOLs
• Acquiring, compliant sharing, and annotating for app and
other Virtual Library users
Agenda

3. | 3
• Field staff requiring access to literature
• Medical Affairs managers needing to provide compliant
literature for field staff
• QUOSA administrators
Audience for the presentation

4. | 4
App is downstream from literature collection
and curation

5. Getting started

6. | 6
 iPad2
 OS 6.1 or higher
 Virtual Library
- License
- Updated version
- Remote access solution (to use the app outside the network)
 QUOSA password
 QUOSA App
Requirements

7. | 7
Does your version of the VL support the app?

8. | 8
• Passwords are now used when you install QUOSA
software and access VL documents
• Recovery and creation processes are provided via self-
service tools
 Requires company-specific URL for your VL
A QUOSA password is required to get started
with the app
To get started with the app, you may need
to access the web first. You can do so on
any device

9. | 9
• Your system administrator
• Documentation
• Support@quosa.com
Sources for more information

10. | 10
Password recovery from the web
Access your VL in any browser, the URL is specific to your
organization

11. | 11
Password creation from the web
Always use your organization’s email address for both
creation and recovery

12. | 12
Downloading from the general App Store

13. | 13
Installing the App

14. | 14
Register with your company email address and
QUOSA password
Email and password only required on
installation

15. | 15
Controlling the App

16. | 16
Navigating to My Library using the controls

17. | 17
Navigating to “Company” Libraries using
controls

18. | 18
Navigating to Databases using controls

19. Demo:Preparing
“My Library” for
HCP meetings
and other field
work

20. | 20
Accessing search

21. | 21
Entering search

22. | 22
Viewing PDF and Citation

23. | 23
Citation view

24. | 24
Selecting a PDF to view

25. | 25
Start the copy process

26. | 26
Selecting a destination library

27. | 27
Selecting a destination folder

28. | 28
Complete the copy process

29. | 29
My Library View of Saved Articles

30. | 30
Saved searches in shared libraries highlight
new and important literature

31. | 31
Tap on saved searches to view articles

32. | 32
Selecting multiple documents

33. | 33
Copying multiple docs to your favorite folder

34. | 34
Creating folders to organize literature

35. | 35
Copy documents between folders

36. | 36
Flag for easy finding

37. | 37
Access My Library on your desktop system via
the browser
Virtual
Library

38. | 38
Viewing My Library from any web browser

39. Demo: Sharing with
your colleagues to
provide training and
other assistance

40. | 45
• Send one or multiple
• Send from any library – My Library or your organization’s
libraries
• Format
 Email with attached PDF
 Email with internal links
 Email with links to publisher site
Email options

41. Demo: Checking
for new
publications by
your KOL

42. | 47
Start in PubMed

43. | 48
Add single citation to My Library

44. | 49
Add PDF to My Library by drilling down to file

45. | 50
See the captured citation/save to specified
folder

46. | 51
Order full articles

47. Acquiring,
annotating &
compliantly
sharing with the
QUOSA app

48. | 53
• Internal policies on access
• Copyright
Sharing that complies with…

49. | 54
Permissions that support your organization’s
access policies
Recommend that most users be assigned Reviewer for
company-wide libraries

50. | 55
• Permissions are at the library level
• Casual users should be Reviewers
• Only document managers should be Members or
Curators
• Permissions are assigned by an “Administrator” role that
is separate from the library-level permissions
Permissions also protect your collections
Demonstration

51. | 56
• With CCC integration only shareable articles are
accessible as files
• Separate permissions have been negotiated? Overwrite
as a “Curator”
• For more information contact your administrator, access
the VL administrative documentation or contact
Support@quosa.com
Integrate CCC permissions for seamless
copyright support
Demonstration

52. | 57
• Legacy collections
 PDFs
 Citation manager exports
• Ad-hoc database retrievals using QIM and QBPlus
• QUOSA alerts on database searches
• Copying from other libraries
Regardless of the sources, always consider tagging with
custom fields to provide guidance for users and to create
virtual bibliographies – this will be demonstrated
Acquiring documents for sharing

53. | 58
• Offline access to library content for sharing with HCPs,
KOLs, and private review
• Provide training and other assistance to colleagues in
the form of shared and possibly annotated literature
• Double check the currency of your KOL bibliographies
• Acquiring and annotating literature and sharing in
accordance with copyright and company policies
QUOSA use cases demonstrated today

54. More information

55. | 60
• Virtual library administration including use of custom fields,
setting permissions for individuals and groups, creating
libraries, and publishing with CCC – contact
support@quosa.com to receive the latest document
• Searching the VL from a browser, QIM or QBPlus:
http://www.quosa.com/support/helpdocs/qb/8079/searching_t
he_vl_content.htm
• Organizing the VL from a browser (copying, annotating, etc.)
http://www.quosa.com/support/helpdocs/qb/8079/viewing_vl_f
older_contents_with_qb.htm
• Publishing (uploading) documents to the VL from QIM:
http://www.quosa.com/support/helpdocs/pc/8079VLUser/publi
sh_docs_and_folders_to_vl.htm
Additional resources on searching and
managing your Virtual Library

56. | 61
• Importing documents
 Video on importing PDFs into QIM
http://www.youtube.com/watch?v=ZosWncB0z5w
 Video on importing Endnote into QIM:
https://www.youtube.com/watch?v=zHekrf2Cark
 Video on importing Refworks into QIM:
https://www.youtube.com/watch?v=zHekrf2Cark
 Tips for importing PDFs using QIM
http://quosa.com/support/helpdocs/guides/TipSheets_and_GettingStartedG
uides/TipSheet_QUOSA-IM_PDFImport_807.pdf
 Tips for importing citation manager archives using QIM
http://quosa.com/support/helpdocs/guides/TipSheets_and_GettingStartedG
uides/TipSheet_QUOSA-IM_ImportCitManArch_807.pdf
• Recent webinars may also be of interest. To access the links,
contact support@quosa.com. Relevant topics
 importing PDFs and sharing with CCC
 Importing citation manager collections
 QIM for alerts
 Current awareness
Importing documents and recent webinars on
these and other relevant topics

57. | 62
• Searching and capturing references and full text using QIM
and QBPlus
 QIM
- Video https://www.youtube.com/watch?v=-Dgulw39lRQ
- Documentation
http://www.quosa.com/support/helpdocs/pc/8079/search_and_retrieve_
articles_using_quosa_im.html
 QBPlus
- Video
http://www.quosa.com/support/helpdocs/qbplus/9vl/retrieving_saving_ar
ticles_qbplus.htm
- Documentation
http://www.quosa.com/videos/QBPlus/QBPlus_Demo_generic/QBPlus_
Demo_generic_v2.html
 Using QIM to create literature alerts
- Documentation
http://www.quosa.com/support/helpdocs/pc/8079/update_and_schedule
_searches.html
- Video https://www.youtube.com/watch?v=8QD4KU5uEaA
Capturing literature with QIM & QBPlus for
sharing

58. Questions?

59. THANK YOU
Robin Fogel
r.fogel@elsevier.com
For questions and support:
support@quosa.com