pubmed for librarians customize pubmed with your my ncbi ... · practice exercise 3 : customize...

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PubMed® for Librarians Customize PubMed with your My NCBI Account

Practice Exercises and Links

Table of Contents

1. Exercise 1 – Filters: Pages 2-32. Exercise 2 – Custom Filters: Pages 4-53. Exercise 3 – Customize your My NCBI page: Pages 6-74. Exercise 4 – Shared Settings: Page 75. Exercise 5 – Create an Alert (Save a Search): Pages 8-106. Exercise 6 – Create a Collection: 17. Exercise 7 – Make a Collection Public: Page 128. Share the URL to your public collection: Page 129. Links Shared in Class: Page 13

If you are watching the recording of this session and submitting the handout to NTO via email, please take screen shots of your work and paste them into a Word document. You do not need to complete #4.

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PRACTICE EXERCISE 1: FILTERS

Click on the "My NCBI" link in the top blue bar to return to the NCBI page. Focus on the Filters portlet. Click the "Manage Filters" link at the bottom of the portlet:

NOTE: If you have never activated Filters in My NCBI, your Filters portlet may be "blank."

Focus on the right hand side of the Manage Filters window. Change each of the radio buttons to see the choices, and then select the Filters that interest you. If you can’t find a filter, try searching for it. Ex. PMC or MEDLINE.

Remember that you can have up to 15 filters in PubMed active at any one time.

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After selecting some filters, return to PubMed and run a Search of your choice. Practice applying the filters on the right hand side of the Search Results page…remember, two of more filters applied from the same category will be ORed; filters from different categories will be ANDed.

Next, add an NCBI filter to your “official” search in the general search box. This filtered search will appear in your History only after you click on the + sign next to the filter on the right and re-run the search (see image below).

After clicking on the plus sign, you will see the filter added to the General Search box. Rerun the Search by clicking on the Search button.

Apply a second filter from the list by clicking on another filter. Using this method, you can apply more than one filter from your NCBI list of filters to a search (this does not apply to Custom filters).

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PRACTICE EXERCISE 2: CUSTOM FILTERS

Click on the "My NCBI" link in the top blue bar to return to the NCBI page. Focus on the Filters portlet.

Click the "Manage Filters" link at the bottom of the portlet:

Click the "Create Custom Filter" button in the left hand pane:

Copy and paste this search into the box: Hasretractionin (additional suggestions are listed on page5 ).

Click "Test This Query" to test the search and be sure it returns results. (If you have a typo in the search, it will give an error). Click in the Save filter as box to give the filter a name. You can change the name to anything. Click "Save Filter."

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Additional Custom filters (use exactly as written): medline[sb] hascommentin haserratumin hasretractionin hasretractionin (Optional: Add a journal title e.g., hasretractionin nejm) hassummaryforpatientsin hascois (stands for conflict of interest) hasexpressionofconcernfor hasexpressionofconcernin

You will now see your new Custom Filter in your list of PubMed active filters. You can edit it by using the "Gear" icon or delete it.

Return to the PubMed home page and run a search of your choice or try: cancer. Note the Custom Filter is now listed in your right-hand list of filters and can be applied to this search and any search going forward, when you are signed into your My NCBI account.

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PRACTICE EXERCISE 3: CUSTOMIZE YOUR MY NCBI PAGE

Click on the "My NCBI" link in the top blue bar to get to the My NCBI page.

Practice moving the portlets (windows) around, minimizing and maximizing portlets, and deleting a portlet.

To bring back the deleted portlet, click on the "Customize this page" link in the top right corner of the gray bar:

Find the portlet you deleted. Click the checkbox next to the portlet. Click the Done button to save your changes.

Click on the "NCBI Site Preferences" link, located in the upper right hand corner of the gray toolbar:

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Spend a few minutes customizing the following settings: 1. Links Display2. Highlighting3. Auto Suggest4. Abstract Supplemental Data5. Result Display Setting

PRACTICE EXERCISE 4: Shared Settings

The NCBI Site Preferences section is where you will also find: Shared Settings. Shared Settings is an option that institutions can use to provide a customized PubMed experience for their patrons without being signed into their own My NCBI account. You would not want to use your own personal My NCBI account to do this. I suggest making a new account for your library.

To create shared settings:

1. Click on NCBI Site Preferences2. Click the Shared Settings link in NCBI Site Preferences.3. Select the settings you want to share.4. Save.5. You can then create a URL following this format:http://www.ncbi.nlm.nih.gov/pubmed?myncbishare=username, where the username isthe shared My NCBI account name.5. Use the URL to create a hyperlink or button for PubMed on your library’s web site.6. Ex. Duke University PubMed Shared Settings: https://mclibrary.duke.edu/7. Visit Duke’s website, locate the link to PubMed and run a search. Notice the filtersthat appear on the right, even though you aren’t logged into My NCBI.

https://mclibrary.duke.edu/

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PRACTICE EXERCISE 5: Create an Alert (Save a Search) In PubMed's General Search box, search for: Caffeine/adverse effects Or use a search of your choice. On the results page, click on "Create Alert":

Name the Search…

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Set up an e-mail alert (if desired) by clicking the "Yes, please" radio button under the question "Would you like e-mail updates of new search results?" and then filling out form fields:

Click Save. Practice editing the Saved Search. Click on the My NCBI link in the top blue bar:

Find the "Saved Searches" portlet. Click on the "Gear" icon next to the Saved Search you just created, then change the e-mail settings back to "No, thanks." Click Save.

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Optional: If you wish to delete a Saved Search later, click on the "Manage Saved Searches" link in the Saved Searches portlet. Click on the checkbox next to the search you want to delete, and then click "Delete Selected Items."

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PRACTICE EXERCISE 6: CREATE A COLLECTION In PubMed's General Search box, search for: Bird flu Or use a search of your choice. Select the first three results of the search (or any results that interest you) by clicking the checkbox next to the citation. Click on the "Send To" dropdown. Choose the "Collections" radio button. Click on "Add to Collections."

On the next screen, change the radio button to "Create New Collection." Give the collection a name that will make sense later. Click Save.

Practice manipulating other collection items and settings. Click on the "My NCBI" link in the top blue bar to return to the NCBI page. Locate the Collections portlet and perform then:

• Click on the "edit" link to practice removing individual citations.

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PRACTICE EXERCISE 7: Make a Collection Public To make a Collection Public, click on the gear symbol next to a collection.

Change the button to Public and then click on Save.

The URL for the public collection will remain at the top of the collection record.

Making a Collection public allows you to share it with anyone. You will still retain full control of the Collection. Others can only view it. Follow this link and post the URL for your public collection: https://padlet.com/rebeccaleon/collection Padlet instructions continued on next page

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Click the pink plus-sign in the lower-right corner of the page. Paste the URL for your shared collection you created on the Padlet. Links Shared in Class SciENcv link http://www.nlm.nih.gov/pubs/techbull/so13/so13_sciencv.html Shared Settings in PubMed Help https://www.ncbi.nlm.nih.gov/books/NBK53593/#preferences.Shared_Settings My Bibliography and Managing Compliance to the NIH Public Access Policy http://www.ncbi.nlm.nih.gov/books/NBK53595/#mybibliography.Managing_Compliance_to_th

http://www.nlm.nih.gov/pubs/techbull/so13/so13_sciencv.html

https://www.ncbi.nlm.nih.gov/books/NBK53593/#preferences.Shared_Settings

http://www.ncbi.nlm.nih.gov/books/NBK53595/#mybibliography.Managing_Compliance_to_th

pubmed for librarians customize pubmed with your my ncbi ... · practice exercise 3 : customize...

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