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Digital Library User Guide 12/18/2014 1

SAE DIGITAL LIBRARYUSER GUIDEJanuary 2015

SAE INTERNATIONAL


Features 4

Getting Started 5Company or institution login procedure 5

Basic Navigation 6Anatomy of a page 6Get to know your content and support tools 7

My Access section 7

Other resources 7

Navigating through results 8

Quick access to your full text content 8

Using Search 9How to make the most of search 9

Your subscription 9

What does My Access do? 9

The Advanced Search Tool 10

Viewing Results 12

Managing Results 13What is a facet? 13Using facets 13Making changes to a search 14

Refresh results 14

Sharing results 15Share via Email 15

Print 16

Exporting multiple search results 16

Downloading and exporting citations 16

Viewing Results 17Anatomy of the document detail page 17

Document detail page contents 17

Other features of document details 19Download 19

Purchase 19

Preview 19

Print 19

Topic search 19

HTML linking 19

Page URL 19

Share with email 19

Related document listings 20

Historical Standards Listing 21

Cross references listing 22

Customer Support 23

Digital Library User Guide 12/18/20144

FEATURESSearch. Search the database by keyword, document number, standard number, author or a combination of criteria.

Filter. Powerful search facets expand or refi ne results by content type, date, author, topic,affi liation, and more.

Select. Conveniently email or print a selected group of documents and document metadata directly from the search results and details page.

Preview. View the first few pages of available documents online with a single click.

Details. Single-page access to download, print and email documents; review full citations, abstracts and references; and continue research through comprehensive taxonomy terms.

Download. One-click document downloads available directly on the search results page and within document detail pages.

Export. Export multiple search results in plain, citations in popular formats, as well as rich text and Excel spreadsheet formats.

Linking. HTML linking provides bookmarking access to critical documents.


GETTING STARTEDCOMPANY OR INSTITUTION LOGIN PROCEDURE

Based on your subscription set up, your access to the Digital Library may require a username and password, IP authentication, or single sign-on credentials. Contact your Digital Library administrator for the specific details on how to gain access. The login options are:

1. Go to the Digital Library home page digitallibrary.sae.org, click on Already a Subscriber or Enter Digital Library. Enter your User Id and password provided by your administrator and select Login. You will be taken directly to the main page.

2. Click on the link provided by your administrator, if you are allowed access via IP authentication you will automatically be given access and be taken directly to the main page.

3. If you have single sign-on credentials (via Shibboleth or OpenAthens), go to the Digital Library home page digitallibrary.sae.org, select the Institutional Login tab, choose the institution to which you are affi liated, and click Login.


BASIC NAVIGATIONANATOMY OF A PAGE

The Digital Library home page is split into two columns. This layout is designed to facilitate quick access to content and rapid manipulation of results; promoting easy content discovery.

Tabbed Navigation

Facets and Filters

Document Actions

Display/Sort Options

Main Search Bar

Share/Export Actions

Facet selections

Subscription Info


GET TO KNOW YOUR CONTENT AND SUPPORT TOOLS

The header section is your gateway to the content in your subscription(s) and is consistent on every page. From here, view your available subscriptions and content collections, begin your search or advanced search, log in as an administrator, or contact Customer Sales or Technical Support.

My Access section

The My Access section is displayed on roll over. The drop down screen will display a list of the full-text collections available in your subscription(s). Each collection listed is also a link, which when clicked will show all the content in the collection as a list of search results.

Other resources

Access these resources from the My Access section:

• Login link for customer administrators.

• Request Institutional Access (Shibboleth and Open Athens single sign-on authentication).

• Log in for More Access. As part of your subscription you may have access to an additional subscription. Use this link to login with the appropriate credentials.

• Log out of the Digital Library.


Navigating through results

When viewing a results detail page, you can navigate back and forth to the previous and next search result by clicking on the Back and Next buttons located at the bottom of the page in a prominent blue navigation bar. This bar remains visible while scrolling down the page.

In addition, you can navigate back to the search results page by selecting the link on the left side of the bar. Close the bar with the Hide Bar link.

Quick access to your full text content

The My Access subscription facet is always available on search results pages. The facet displays your subscription collections and their relationship to the parent content type. These filters can be used to quickly drill down into your full text documents.


USING SEARCHHOW TO MAKE THE MOST OF SEARCH

Access to the Digital Library content begins with Search or Advanced Search. Each tool has its own benefits depending on your experience with searching techniques.

Your subscription

The Digital Library comprises over 200,000 full text and bibliographic records of the most current technical papers, standards, ebooks, magazine content, and related publications. This includes over 35,000 aerospace and ground vehicle standards, and their historical versions, and over 95,000 technical papers dating back to 1906. Your subscription is comprised of one or more collections that comprise the content database.

What does My Access do?

You will notice a My Access button within the search box.

When this box is checked, it ensures that your search is ONLY looking at content that is in your subscription, and therefore will deliver results that are documents that you can download. These results will be displayed in the My Access tab.

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You can switch off My Access at any time to expand the search results. Doing so will deliver search full-text AND bibliographic results, displaying them in the All Results tab.

The easiest way to search the Digital Library is to use the main Search tool. This allows you to search your subscription by Keyword, Document Number, Standard Number, DOI Number, and Author. Search will also accept the basic boolean operations.

The Advanced Search Tool

Advanced Search helps you to search using more specific terms within selected fields. More search fields can be added using the plus (+) sign at the right side of the search entry field.

To further target your search, use the drop down list of available search fields which are: Abstract, Author Affiliation, Author Name, Cross Reference Number, Document Number, DOI Number, Larger Publication Number, Publisher, and Title.


You can further refine your search by selecting a specific publishing date range or time period.

Preset how you want the results to be displayed by selecting the preferred Sort By criteria which are: Relevance, Title, and Date. You can select how you want the results to display, an up/down arrow indicates the sorted order.

For an even more specific content search, use the My Access facets. Click on the desired filter in the facet list; the selections will appear as “My Access” below the search fields. Add as many filters as you need, then do a search. To remove a filter, click on the ‘x’ next to the selected filter.


VIEWING RESULTSThe clean display of search results and the ability to preview documents online (when available) make it easy to evaluate your results and dig deeper into the content; without having to repeat searches or use more advanced searching techniques.

Technical search result example

Standard search result example

eBook search result example


MANAGING RESULTSWHAT IS A FACET?

A facet is a grouping of a series of document values. For example; Content Types, Topic, and Publisher are facets, and Standard, Engines, and Ford Motor Co. are values (or filters) of those facets. The SAE Digital Library uses facets to help you narrow down a search quickly and easily without having to use complex search phrases.

USING FACETS

The facets that are displayed come from the current set of search results. You can add as many facets to a new search or search results as needed. The available facet groups are:

Content facetThis group displays the types of content available in the Digital Library.

Topic facetSelect a relevant topic from the extensive taxonomy list.

Date facetSelect a year or enter a date range to filter the results set.

Author facetSelect an author, or multiple authors to locate all documents published by the author.

Publisher facetChoose from the list of publishers to target a specific organization, institution, or agency.

Affiliation facetChoose from the list of author affiliations to target a specific organization, institution, or agency the author of the document is, or was, affiliated with.

The facet list can be expanded or collapsed as needed revealing the filters in the facet group. Each filter displays a results count to assist you in narrowing down the search results. A blue box and checkmark denotes a selected filter. To deselect a filter, click the checkbox.


MAKING CHANGES TO A SEARCH

Refresh results

Refresh Results will appear when you make search changes to a current set of results. This will occur under these conditions.

1. When adding, removing, or making changes to a facet.

2. When modifying a fi eld in advanced search.

3. 4. When turning My Access on and off in the search entry fi eld.

To activate the revised search criteria, click anywhere on the greyed-out search results area. To cancel a refresh and continue with your previous task click the “X” (bottom left of the screen).


SHARING RESULTS

There are three ways you can share your search results with your colleagues and peers; email, print, and export. The control bar for sharing search results is located above the first search result.

Clicking on the checkbox will select all results records on the current page. When a result is selected a check mark will appear in the box next to the record title.

You can select more results by first changing the number of results displayed. This is achieved by changing the number of results per page in the drop down menu at the bottom of the search results page. The choices are 25, 50, 75, and 100 results per page.

Share via Email

This button allows you to share a selection of results through email. The document record(s) is cleanly formatted and inserted into an email. Each record in the email is linked back to the corresponding document detail page in the Digital Library. If the recipient of the email has authentication access to the content that is being shared in the Digital Library, they will be able to navigate to that document detail page.


Print

The Print button works in the same way as Email. After making your selection of records to print, click on the Print Selected button and follow the instructions in your print dialog box.

Exporting multiple search results

Selected results can be exported to either a plain text or Excel spreadsheet format. To export a record:

1. Select the check box next to the results you are interested in. Alternatively, click the top checkbox to choose the entire page of results–all results will be checked.

2. Select the Export button which will open the Export Options dialog box.

3. Click the desired Full Record file type for a Plain Text or Excel file download.

4. Follow the on-screen steps as displayed by the web browser you are using.

Downloading and exporting citations

Citations of individual technical paper results can be accessed through the Citation button:

1. Click on the Citation button of any technical paper result which will open the Export Options dialog box.

2. Click the desired Citation format.

3. Follow the on-screen steps as defined by the web browser or citation software manager you are using.

4. To export the citation information in Plain Text or Excel Spreadsheet formats use the Full Record options.


VIEWING RESULTSANATOMY OF THE DOCUMENT DETAIL PAGE

The comprehensive details of a search record are accessed by selecting the title or sub title sub-title of a record on the search results page. Record titles that are blue are linked to a details page. Titles that are green are links that have already been clicked during that user session.

Document detail page contents

Technical paper detail page example

Key metadata fields

Navigation bar

Cross-linking to other information

Document record actions


Standard detail page example

Tabbed navigation to related information

Key metadata fields

Navigation bar

Cross-linking to other

information

Document view/ share actions

eBook detail page example

Key metadata fields

Tabbed navigation to related information

Navigation bar

Cross-linking to other information Document view/

share actions


OTHER FEATURES OF DOCUMENT DETAILS

Download

Select Download to open the document in a new window and make available to download.

Purchase

Documents that are not in your subscription can be purchased through the SAE Store.

Preview

Preview a document to evaluate its content prior to downloading or purchasing.

Print

Convenient printing of results and document details that are formatted for easy reading.

Topic search

Dig deeper with a search focused on a document’s relevant terms.

HTML linking

Integrate document details into your workflow through stable URL permalinks.

Page URL

Integrate the page URL into your web resources.

Share with email

Quick and easy email sharing of document details to peers within your subscription.


Related document listings

To view a list of the documents found in, or related to, an SAE publication such as a Special Publication (SP), Scholarly Journal, or Handbook Supplement (HS), select the Document List tab in the detail page of the publication.

This presents a list of the documents in the publication. Where applicable, these documents are linked and can be explored further.

Document Listing Example - Special Publication

Document Listing Example - Handbook Supplement


All content that is related to a larger publication presents that information in the References tab on its detail page. Clicking on the Larger Publication link will navigate to the detail page of the larger publication.

Larger Publication Listing Example

Historical Standards Listing

The historical listing of a Standard is presented in the Revisions tab of a Standard detail page. The Standard being viewed is highlighted in the list with a blue box and checkmark. The status of each Standard is displayed, as is the revision and publication date. Where applicable, the Standard numbers are linked to their respective detail pages.


Cross references listing

Document cross references (where available) are displayed on the document record details page in the Cross References section.

If the cross reference record is available in the Digital Library it will display as a linked button that can be selected. A specific cross references search can be done using Advanced Search and by selecting the Cross Reference Number field in the drop-down list. For precise results place the cross reference number in quotation marks. All results shown will contain the specified cross reference on the document detail page.


CUSTOMER SUPPORTSelect the “Contact Us” link on any product page to access Customer Support. Through this form you may contact Customer Service, Sales or Technical Support.

You can also receive customer support over the phone by calling:

Customer Sales

Contact Sales via the Contact us form on the product website or by calling: Phone: 1-724-772-4086

Fax: 724-776-3087

E-mail: [email protected]

Technical Assistance

Phone: 724-776-4970 (8:30 a.m.- 5:00 p.m. USA Eastern Time)

Fax: 724-772-4891

Email: [email protected]

For prompt results, please be prepared to provide browser, Internet connection, and hardware/software information.

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