Data Source Availability, Default Search Settings and Manage Bulk Searches

This article relates to the three pages found under System Admin > Data Sources that set the default search settings at the organisation level. If the "Override" box is checked, on either the Data source availability page or the Default search settings page, these settings will propagate to all Primary Groups. If you wish to allow customisation of these settings at the Primary Group level, leave the "Override" box unchecked. Please refer to the Overriding module settings article for more information about this.

System Admin > Data Sources > Data Source Availability 

This menu controls which data sources are available to all end users (not just new users) in their search settings. The prerequisite is that data sources must be enabled at the System level. See Data Source Management for more information.

System Admin > Data Sources > Default Search Settings

Default search terms are applied to a new user when they are added to the system. Existing users are not affected by changes made on this page.You can set the following default search terms:

• Address: specifies an institution to be used in name-based searches. This is only set for new users who have a common surname(according to recent US census data). In most instances, it is not recommended that addresses be applied to all users in Elements because the search settings would be too restrictive and limit matching, but the option to apply address terms to all new users is available.

  Specifically, if a user has 1 initial their surname must be in the 60000 most common for the address term to be set. For 2 initials the threshold is 30000; for 3 initials, 1000.

• Apply searches to all new users: In general, Symplectic's recommendation is to apply default address terms to all users.

• Start date: limits searches to publications which were published after this date.

  Note: Currently, arXiv is not able to use this setting and will return all matches, regardless of dates.

• Sources: specifies which data sources are enabled for new users.

If you wish to reset search terms to the defaults for all users (not just new users), see the 'Reset search terms' section of Manage Global Settings. Resetting the default search terms can be useful after data migration when you may want to change settings for all users from a wide inclusive search to a narrower search.

System Admin > Data Sources >Manage Bulk Searches

To enable or disable sources in for users in bulk (rather than for individual users:

1. Select the source you wish to enable/disable.

2. Select individual users you wish to be affected; AND/OR

3. Select groups you wish to be affected.

4. Filter by sources currently enabled for name searches: the default for this option is "Any", which will restrict the action to selected users who already have at least one data source enabled. To apply the action to all the selected users, select "None". Selecting a named data source will restrict the action to users who already have that data source enabled.

5. Choose your action: enable or disable.

6. Click 'Update'.

Note: This page can also be accessed from the Data Source Management page by clicking on 'Bulk enable/disable user name-based searches'. If you enable inactive academic users they will be added automatically to the synchronisation queue.