- [ Resources ](/resources) Share- [ ](https://www.facebook.com/sharer.php?u=https://about.ebsco.com/markdownify/node/163186) - [ ]() - [ ](< http://www.linkedin.com/shareArticle?mini=true&url=https://about.ebsco.com/markdownify/node/163186&title=Advancing Medical Research Workflows with EBSCO Platform Enhancements&summary=&source=>) - [ ]() ## Advancing Medical Research Workflows with EBSCO Platform Enhancements [Webinar](/taxonomy/term/5178) | Original broadcast date: 11 June 2026 In this webinar, EBSCO product experts will demonstrate updates that help streamline the research experience across EBSCOhost and EBSCO Discovery Service, including enhancements to: - Search history and saved search workflows - Bulk actions and record management - Result filtering and navigation - Search set management for complex research strategies - Overall usability and workflow efficiency Whether your users conduct systematic reviews, advanced literature searches or ongoing clinical research, this webinar will provide a practical overview of enhancements that can help simplify common pain points and support more effective research experiences. [Attend upcoming trainings on EBSCO Academy](https://connect.ebsco.com/s/live-courses?language=en_US&utm_medium=email&utm_source=marketo-email&utm_campaign=0_ww_medical_discovery-ftf_ebsco-discovery-service_training_marketo-email_0_0_0_0_202606&mkt_tok=Njg5LUxOUS04NTUAAAGiuB_9e-WGFNQ6JTlIE2BLkkYd6AcN6acyHccKbxR1SphF0AnDYTvPYBgqQi9NNQe_3KXX9ps70EJmdAlK5gZPQB0CYz2gWfOOCBPUiv3uq6EObUZw) #### Transcript | [ Download ](javascript:void(0)) ### Advancing Medical Research Workflows with EBSCO Platform Enhancements Ref Link: https://about.ebsco.com/markdownify/node/163186**Emma Freeman** Welcome to our webinar, Advancing Medical Research Workflows with EBSCO Platform Enhancements. I'm Emma Freeman, senior marketing manager here at EBSCO. I want to thank you all for being here today. I just have a few housekeeping items before we get started. First off, this session is being recorded. The recording will be shared with all registrants within the next couple of business days. All attendees have been muted to avoid any sound feedback or interruptions, and live transcription has been enabled. You can turn on or off by pressing the CC or live transcript button on your screen. If you have questions for our presenters today at any point during the session, please use the Q&A function to post them. As I mentioned a little earlier, the chat has been disabled for this webinar. Our presenters have a lot to talk about. We want to minimize distractions, so we're focusing just on Q&A. Take a moment to locate that function at the bottom of your screen. It might be hidden under a more button. If you do have a question during the webinar or would like clarification on anything, post it to the Q&A. We have a pretty sizable audience today, so we may not be able to answer every question. If we don't get to your question, we will do our best to follow-up with you after the webinar. But please keep in mind that if you post your question anonymously, we won't be able to follow-up with you as we won't know who asked the question. And just please also avoid using Q&A to post comments or observations. We want to keep that focus on questions for our presenters. So just as a heads up, nonquestions will be dismissed. But with that, we're ready to get started. So I'm going to pass it off to Kathryn to get our introductions going. Take it away, Kathryn. **Kathryn Vela** Thank you. Yes. My name is Kathryn Vela. I'm a senior customer training specialist for EBSCO based in Boise, Idaho. I have nearly ten years of experience as a medical librarian, primarily in academic and hospital environments. And now I bring that expertise to EBSCO customers working with products like CINAHL and Medline. And, Heather, if you want to introduce yourself. **Heather White** Sure. Thank you. Hi, everybody. I'm Heather White. I'm a product manager at EBSCO. I've been here for almost five years now. Before that, I was an academic librarian for about seventeen years. Most of that was running all the behind-the-scenes stuff in the tech services department at a community college. And if there are any community college librarians out there, you know that you do you're sort of jacks of all trades. Right? So I've done a lot of work throughout all areas of libraries. Before that, I was also a reference and instruction librarian for many years. So I take all of that experience with me to my job every day at EBSCO. I still feel like a librarian. I wake up, come to work, and work on library stuff every day. And what I've been focused on the most for the last year has been bringing more advanced search workflows to the new UI, specifically in support of advanced medical research. And so what we're going to share with you today is a whole lot of work that has released in the last year and also a few additional enhancements that are coming soon. **Kathryn Vela** So here's what we'll be covering today. We'll be going over how to navigate EBSCOhost with some of these new features and filter your search results, how to leverage bulk actions and record management tools, how to use the search history and save search workflows, and we'll have a sneak peek at search set management for complex research strategies. And, hopefully, by the end of this session, you feel more confident using these features to construct your searches, manage your results, and ultimately support your user community. So let's dive in by taking a look at current and upcoming features related to navigation and result filtering. If you're not already familiar with our advanced search results page, I highly recommend you explore this feature. When it's turned on for your profile, searches that are executed from the advanced search will bring users to this results page view. The guided style search is maintained at the top of the screen, allowing for easy search revisions and iterations. And below this, we see the search history, which can be interacted with directly from the results page, including saving searches, editing searches, and downloading searches. And then the results will be viewable below the search history. This is especially useful for systematic reviews, scoping reviews, guideline development, and other evidence that this is projects where search strategies often require multiple rounds of refinement and documentation. This feature is turned off by default and must be enabled by your account administrator and EBSCO Experience Manager. A related setting is the ability to make the advanced search page the default landing page for users rather than the basic search page with a single search bar. And this is also a setting that can be turned on in EBSCO Experience Manager. So for organizations where advanced searching is the norm, like academic health science libraries, hospital libraries, research departments making advanced search the default can reduce clicks and help users start with more robust search tool immediately. A newer search feature is suggest subject terms, which, when activated, appears on the advanced search page under the search boxes. When this box is checked, any keyword entered into the search box above will take the user to the database thesaurus to browse matching controlled vocabulary terms. So for users, this can help bridge the gap between natural language searching and controlled vocabulary, making it easier to identify the subject headings that improve recall and search precision. Just note this feature will only appear when a single database is selected for the search and that database has an accompanying thesaurus. Also, this feature is only available on EBSCOhost, not EBSCO Discovery Service. From the search history, users are able to edit their searches after they've been executed. And while the ability to edit single search lines has been around for a while, we have recently added the ability to edit combined searches as well. Editing combined searches, includes the ability to edit the individual searches within the combined search as well as the combined search itself. And editing a search in one place will also edit that search anywhere it appears in the search history or in saved searches. So for librarians documenting reproducible searches, having edits propagate throughout the search history helps maintain consistency across a project. You may have also noticed our newly enhanced date filter, which now allows for a custom date range input using a four-digit year or a month year format. So this gives researchers more flexibility when updating literature reviews, conducting surveillance searches, or limiting evidence to a specific publication period. Coming in early July, users will also have the ability to enter open ended dates in the custom date range input, which will be particularly useful for update searches where users may want to retrieve only literature published after a previous search date. Hit count or results counts have also recently received an update. So when a user is searching in multiple databases at once, they'll see a total hit count at the top of the results page, which will include duplicate records found across multiple databases. At the bottom of the results list, the user will see a deduplicated hit count, which will only reflect the unique results. So understanding the difference between total and deduplicated counts can be especially helpful when estimating screening workloads for systematic reviews or evidence synthesis projects. The My Dashboard space also has some new features to be aware of. The projects saved and viewed records areas now have numbered lists and the ability to choose ten, twenty, thirty, or fifty records for display. Also, lists of records in the dashboard now include full record metadata, abstracts, and subject headings. These enhancements make it easier to review and triage large groups of records without repeatedly opening individual records. **Heather White** Hi, everybody. So I'm going to start talking about a few enhancements that are coming soon. And so you'll see all these slides at the top right. It says coming soon July. So what that means is early July, like, the first or second week of July. We have a holiday in there, so we're going to get this stuff out as soon as possible. In some cases, it might even be before the before the end of June. This right here, the filter panel, having the filter panel open all the time on the result list on the left, this has been one of our most popular enhancement requests since we first released the new UI. This is going to be something you can opt into through a config setting. And when you do that, you won't have quick filters anymore on the result list, but you will have the full filter panel with all of the filters that you're used to seeing there, and it'll be on the left. Next slide. Another one of our most popular enhancement requests is to bring the new UI pagination paginated result list. Right? Instead of clicking show more, show more, show more to have this infinite scroll, we heard you loud and clear. Bring back the paginated result list. So we are doing that in the beginning of July. And to start with, it's only going to be on the main result list, not your dashboard pages yet, but we are planning that. We don't have an exact timeline, but it's coming. Next slide. Along with that filter panel, moving over to the left, you know those old-fashioned toys? They were like these little frames. You get them out of, like, a gumball machine or something where you'd it'd be a frame, and you'd have to shift the squares around to make a picture. Well, that's sort of what we've been doing. And so to get that filter panel on the left-hand side, because we knew you needed that, we needed to shift what was on the left-hand side out of the way. And so this is how we're solving that. So everything that you currently see on the left-hand navigation menu, it's moving up to the top of the top of the page, and we're going to have a series of menus. Browse will be your publications, subjects, your CINAHL headings, your mesh headings. Research Tools is going to have Pub Finder, concept map, link to EBSCO Connect in your resource hub, and then additional links. This is something you can configure yourself with things like ask a librarian, your hours and location, services, learning and resources, upcoming events. And I know many of you are using that for other things as well. You also will see if you look at the screenshot on the bottom, there's the EBSCO logo, and then there's new search. So right now, the new search button is on the left-hand side. When this releases, this navigation change, new search was just going to move up to the top. That's what's going to give you the ability to start fresh, start your users over from scratch if you want to, you know, clear everything out and just start over with your searches. We also heard loud and clear that the language selector for our, customers and users that, speak languages other than English, it would be really convenient if they didn't have to go into their MyEBSCO menu in order to change the language, so that's going to be taken out of the MyEBSCO menu. But we're putting some other things back into it. Next slide. So the myEBSCO menu. This is your EBSCO account. It's your if you want to save anything, if you want to have any projects, this is the account where you would save all of that too. I mentioned we are moving all of those links that are on the left hand nav up to the top. And if you look here, the authenticated view, when you're logged in to your myEBSCO account, you'll see projects saved, recent activity holds and checkouts if you have that turned on, alerts, and then all these other things. If you're not logged in yet or if your users are not logged in yet, they'll still see all that stuff, but they will be prompted to sign in. Okay. So that's just how we rearrange some things. We haven't changed any of the functionality, but we have moved things. We've moved all this stuff out of the way to make room for that filter panel. However, if you don't want the filter panel open on your result list all the time, if you like those quick filters, you can keep that. If you do nothing when this releases, you will have the current state, what you have today. And we have Connect instructions for how to turn all of this on. We have customer trainers, and our CUSSAT team will help you configure all these settings as well. Okay. Next slide, please. Yep. Back to you, Kathryn. Thanks. **Kathryn Vela** So now we're going to move on to talk about updates to the bulk actions tools and record management. So you've seen this. The bulk action tools are available to users and include the ability to download metadata from selected records, add selected records to the saved folder, or add them to a custom project folder. You can share selected records via email, and you can pull up a formatted citation list and a risk file for those selected records. Now users will also see this menu of tools available across the My Dashboard space to support a more consistent experience across the interface. Consistency across the interface means less time learning different workflows and more time with the literature itself. Currently, users can apply these bulk actions on up to fifty records and searches at a time, but we do have an update coming out that Heather will talk about next. **Heather White** Yes. We know fifty is not enough. Fifty is what we started with. We are finishing up development right now and doing some final testing on increasing that threshold up to five hundred. So by early July, you will be able to multiselect up to five hundred records at once and take various actions, particularly save five hundred records at once to your myEBSCO account. Oh, I see the I'm glad you guys are applauding this. Thank you. We've worked so hard on this. It's a lot harder than it sounds like. It's much easier said than done. And we will be you know, this bulk actions toolbar, we want it to be as consistent across the board no matter where you are in the UI, and that is something that we are working towards. And so you will be able to select I'm so happy to see all this approval. Thank you. We've worked so hard on this. So to get the way this is going to work, you'll be able to select five hundred records from pretty much anywhere you're looking at a record list, whether it's just the main result list, if it's in your project, or when you're in your saved list, your saved items list, saved records. The way this is going to work is you're going to be able to select batches of five hundred. So you can select one through fifty, or you can select the first five hundred or the second five hundred, third five hundred, fourth five hundred batches. I know that's not exactly what you want. Okay? We know this, and we do have plans to give you even more control to, like, input a range. We don't have a timeline for that yet. We're working on that. But by early July, you'll be able to select batches of five hundred at a time if you do need to be logged in for that. Okay. Next slide, please. Another thing. So I spoke to a lot of medical librarians and a lot of hospital librarians over the last several months. And one of the biggest use cases that we needed to solve was not only giving you the ability to, you know, move hundreds and thousands of records from the main result list over to your myEBSCO account either in projects or saved. But once you're over there, you need more information about all the articles that you've put in there. Right? You so this is why we added the abstracts and the subject headings. By early July, we will also be adding the access options menu so you will know if you have what your full text availability is, what your access options are. Okay. Next slide. And back to you. Kathryn Vela Thanks. The next few features we'll talk about are related to the search history and saved search workflows. So there are two ways currently to save searches to the saved folder in the My Dashboard space. One is by using the search actions menu at the top right corner of the results list, and the other is by selecting the save ribbon from the search history on the advanced search results page. Saved searches are useful not only for ongoing research projects, but also for clinical librarians and information specialists who regularly support recurring evidence requests. When saving a search, users have the ability to customize the name and description for the search, as well as take a look at the search metadata. This feature can be especially valuable when managing multiple projects simultaneously or documenting search methodologies for publication. Users can access a saved search from the saved folder in my dashboard, and they can easily rerun a saved search by clicking on the title of that search. So those are all features we've had. Now we've had some enhancements roll out recently. One, the search history now includes that expanded bulk action toolbar, which now also includes the ability to bulk delete searches. Users can also view results from previous searches by clicking on the results count for the desired search. Doing so will not add a new search to the search history, so it'll keep your view clean. And as I previously mentioned, single search lines can be added to the save folder by selecting the saved ribbon for that search. Our last section focuses on the upcoming search set management updates coming to users in July. The upcoming search set management enhancements are designed to support users working with larger, more sophisticated search strategies, including the kinds of searches often developed for systematic reviews, evidence syntheses, and comprehensive literature reviews. And I'll pass it over to Heather for this. **Heather White** Thanks, Kathryn. Okay. So that new and improved search history that Kathryn was just showing you, that is found on the advanced result page. And so here's a screenshot of what is going to be releasing. Now this is actually on track to release by the end of June. We're still saying officially early July, but I was just in meetings earlier today, and we are just about we're just doing the final testing, and everything is looking pretty good. So this is what we're going to support here. So from your search history so let's pretend you're building up this really long search strategy. I know many of you are doing systematic reviews and, you know, gathering evidence for evidence synthesis in compliance with Prisma or other frameworks like that. And so what we're aiming to do is to support that kind of complex super advanced power researching. So let's pretend that you've built up this search history. We're going up to S twenty-five. It's Friday afternoon. You need to save your work so you can go home for the weekend. So we are going to be releasing a button that says save search set. If you see that, it's like, you know, in that turquoise box. When you click that, it's going to grab every single S number you have in your search history. So you get your search history the way you want it. You click save search set, and then a little pop-up box is going to ask you, okay, what name do you want to give this search set? And you can give it a description if you'd like. Next slide. Okay. And once you have saved your search set, it's a set of searches or saved search history, all the same thing, then we're you're also going to see a new tab show up under your saved list. So today, if you log in and you look at your saved you go to saved, you'll see records and searches. And then when this releases, you're also going to see a third tab called search sets. This is going to be a list of all of the sets of searches that you have saved. One of the questions that I've gotten sometimes as I've shown this to a few a few customers around the world is, well, on the classic UI, these used to be just with all my other searches, my single searches. So the difference here is the searches tab is for one single s number, one single search. The search sets is for a whole set of searches. Okay? So we just broke it out like that. And once you've got your list of saved searches, you can click that little action. I'm glad that you guys are excited about this. So am I. You can click the little actions three dot menu. You can edit the search name, and you can delete it if you end up with a newer version or for whatever reason you want to delete one. So you can edit the name. You can edit the description. Okay. Next slide. When you click into one of those search sets, this is what it's going to look like. Okay? So this is one search set. It's a search history, a saved search history. If you're talking in Prisma speak, it's this is your search strategy. Right? It's basically a read only version of search history with a couple things that you can do here. Okay? So you can download the entire search set. I should have said that earlier. And right now, right now live on the new UI, a lot of people have asked, where's print search history? What happened to print search history? Well, it's not print search history on the new UI. It's download search history on the new UI, and you get a choice of a lot of different file formats. One of the things that we don't have a slide for, but we are actually doing some improvements to the formatting of the different file formats, particularly Word, to minimize how much white space there is in the download of your search history. So you can download that from the search history on the advanced result list, also from here on the search set page. Okay? So you can download it and then check out this new button that we're going to be releasing, rerun the search set. What this is going to do is it's going to rerun every single s number in rapid fire succession, keeping the order intact. And so then so this is, Monday. Right? On Friday afternoon, you had up to twenty-five searches, and then you, you know, you need to go home, log out. So you save your search set, sign out, go home, forget all about it, come back to work on Monday, log in to your myEBSCO account, find your search set. I'm glad that you guys like this. Find your search set, Click rerun search set, and then you're going to get it fresh on the advanced result list. Again, the advanced result page. You'll have it fresh in that search history, so then you can pick up where you left off, add S 26, 27, 28, however many you want to go. What we are going live with right now is two hundred searches for the search set. We know that many of you want that hire, and we are and I was just talking with some developers this morning about how do we get that hire, so we're working on that. So this is what we are releasing by again, this is probably going to release by the end of June. But, officially, we're saying July so that we don't risk overpromising, but I think it's I think it's on track for the end of June. Okay. That is, is that all I had, or is there another slide? I think that might be it. Oh, back to you. Okay. **Kathryn Vela** Yep. So before we close, we'd like to share a few additional resources related to support and training documentation that might be useful to you. These resources can help you stay informed about changes that may affect searching workflows, researcher support services, and user training initiatives at your institution. The Interface Insights newsletter is a monthly email that shares upcoming feature releases and provides additional documentation from EBSCO Connect. It's the easiest way to stay up to date on changes to the EBSCOhost interface and functionality. Especially for medical librarians who train users or support researchers, the newsletter can be an easy way to stay ahead of upcoming interface changes before they reach your users. You can also find that same information on the research platform road maps found on EBSCO Connect. This tool provides about a three-month overview of upcoming feature releases for multiple EBSCO products, not just EBSCOhost. And it also links out to additional information if you're interested in exploring a feature more in-depth. So the road map can also help libraries anticipate changes that may impact local documentation and instruction materials or search or systematic review workflows. And lastly, you can find robust documentation, tutorial videos, and instructor led training sessions on EBSCO Connect as well. This is a great resource for self-guided learning for all EBSCO products, not just EBSCOhost. And many of these materials can be incorporated directly into staff training, researcher support, or library instruction programs. Thanks so much for joining us today. We're going to move into the Q&A portion. **Emma Freeman** Yes. Thank you so much, Kathryn and Heather. So much great content, and I was so happy to see all of the people reacting in chat, with the little hearts and claps and confetti cannons. We'd love to see that. We had a number of questions come through, during the presentation, so, I'm going to dive right into it. I know there were a few that came in early on before you talked more about search history, but they were asking for some clarification on how you can navigate back to your search history, you know, if you're in a project or elsewhere on the interface. Just to clarify one more time how you get there. **Heather White** That's a great question. And I know that there was also a question of how to even see that new and improved advanced search history. That's on the advanced result page, and that is an EEM setting that needs to be enabled by your library administrator. We do have documentation on how to do that, and I think we can probably share some re it's part of the resources at the end. As far as how to get back to search history, so you've got your search history, and then you click into a project or a saved list, and you want to get back to your search history. So right now, unfortunately, you do have to run that fake search. You have to you have to run a search to get to the result page to get back to that search history that is right now only on the result the advanced result page. However, I've already seen designs. We are already planning on improving this to give you links directly to search history from various places, much more like how it has been on the classic interface. So I don't have a timeline for release for that yet, but it looks like that's going to be the first half of our next fiscal year, which starts July one. **Emma Freeman** Awesome. Thank you. There was a question about features, which ones are to EDS or just databases? Do you have a sort of list of that or clarification? **Heather White** Yeah. That's a great question. So suggest subject terms, that feature that when you're searching just one single database that happens to be associated with subject authority. Okay? That's for the eHost platform, the EBSCOhost platform. I think pretty much everything else is for just the new UI in general. So that applies to a single eHost database search, a multi database search on eHost, or a multi database search in EDS or also known as EBSCO Discovery Service. Let me just take a quick glance through all the slides again and think. Okay. Yeah. I mean, the advanced result page, that works for EDS now as well as eHost. Suggest subject terms. That's EBSCOhost only for one database at a time that also has a subject authority, as I said. Yeah. Everything else, I think, is working for no matter what you're searching. That's the new UI in general. Yeah. **Emma Freeman** Thank you. Okay. The question is, how can we get the search history out in a way that's more readable for reporting search histories? **Heather White** So by getting it out, what I think what you're talking about is how can you, like, download it or print it or share it or have it in different file formats. So that's the download button from search history. And when you click that download button on search history could we Kathryn, could you jump to this one of the slides that shows the new and improved search history, please? I think it's like yeah. That one works. Okay. So it's this if you look at the very top left of the screenshot, you get that little tick box to select all the searches. Then you would select that, and then you click the download icon, which is the first icon. And when you click that, you will get presented with options of which file format you want to download in. It's PDF, Word, CSV. I think MARC 21 is in there, and there are some other file formats that I'm blanking on. Is that does that hopefully, that's answering the question of how to get it out in a way that's more readable for reporting search histories. I know we got some feedback that the word formatting just had too much white space, and it wasn't easily copy pasteable. And so we do have some improvements releasing as part of all of this search set workflow that should be releasing by the end of June, early July. **Emma Freeman** We had a question about, you know, which new enhancements require activation or changes in EEM. **Heather White** Yeah. It's a great question. We have a good Connect page that helps to answer that, like, which what search settings are there, and can the library administrator control the default? If yes, where? Is it in EBSCO Experience Manager, or is it in the old EBSCO Admin? I will share the links to that. I don't know how we can we disseminate a link, a Connect page link? Let me grab that for you real quick. **Emma Freeman** And any links that we can also include them in the follow-up email for everyone's along with the recording and the slides. So we'll compile everything, make sure that our follow-up email, which we'll send in the next couple of days, includes all of that information. **Heather White** Okay. So I'm dropping the link into our little chat, Emma, and then if you can disseminate that. That this is a page. It's called search documentation on EBSCO's new user interface, and we wrote this to solve that problem to help you figure out which settings you can control. This one that you're looking at right here, this needs to be enabled through the advanced it it's called the advanced result page style setting. Do you want the standard results, which only have a basic search box and no search history, or do you want the advanced results, which have the three search three guided style search boxes with field codes and Boolean connectors along with this new and improved search history. **Emma Freeman** Perfect. Yeah. So we'll share that link out in the email. And then, obviously, you can always reach out to your EBSCO team members, and we're happy to, you know, bounce questions around and get answers for you. Okay. So how does the filter panel display when using search history and conducting a complex search for a systematic review? The image we had was a little bit more simple than that. **Heather White** Yeah. That's a great question. So it's all going to be there. That's the easiest way to describe it. The screenshot that we have in the slide deck, you're correct. It's showing the standard result list view. The only difference is instead of so that screen could we go to that that page, Kathryn? **Kathryn Vela** Which page was that? **Heather White** The filter panel open on the left. **Heather White** Oh, right. There it is. Thank you. Okay. So you're correct. Here, we have a single search box, and we have no search history. Right? So how is this going to look? Well, it's all it's going to it you're going to see the filter panel. You'll see the results like this. You'll see your placards, and you will also see the three or more guided style search boxes and search history. So it will all be there. So you don't have to choose either the filter panel or search history. You get it all. You can have you can have it all. That's what we want. We want you to have it all because we know you need it all. **Emma Freeman** Awesome. So we had two kinds of related questions. Is the result list deduped, and do you have the ability to download non-deduplicated results? **Heather White** You do not have the ability to do to download non-duplicated results. No. The reason for that is the sheer volume of data that would be would have to be exported, particularly in very large EDS profiles or very large eHost multi-database profiles on the EBSCOhost platform. The result list is deduced when you get to the end of the results. So a couple months ago and for the pre so for the previous few years up to a couple of months ago, we used to have this thing happening on the UI, the new UI, where we had an initial deduplicated hit count, where it wasn't the final deduplicated hit count, and it wasn't the total hits that include all duplicates. It was something in between. We got rid of that. Okay. That's gone. Now what you see when you first run a search is you're going to see the total results at the top. Yeah. There's another can we go back to that slide? I can talk about this a little bit more. Thank you. So these two paragraphs on the left, these are taken actually straight out of the connect page and which is linked from right next to the total results. So if you look at the screenshot here, you see that little info icon button in that little box that we've highlighted for you? If you click that, it takes you to a connect page that explains this exactly. So at the top, it's always going to say the total results. At the end of the results, and this will hold true when you have pagination as well, it will give you that final dedupe number. So now this is only when you're searching multi multiple databases at once. Right? Because that's when you get duplicates. If you're only searching one database, there wouldn't be duplicates to dedupe. So the total results will always be at the top. The unique results, that dedupe number, will be at the very end, and you're not going to see that until you get to the very end. And one of the questions that we get a lot is, well, can you just give me a button to click on that takes me to the very end? The classic UI didn't have that because it's really difficult to, like, process through millions of records when you have a really big search. So we are going to solve it on the new UI the same way we solved it on the classic UI, which is through that pagination. So you can click through I think it's going to be, like, ten pages at a time. And a setting that is under the control of your library administrator is how many results show per page. I think the default is only ten. I imagine you probably would like it to be long to be more. And so you can have up to fifty results show on each page of results by default. And so then that will increase the speed where you can, you know, jump ahead by pages to get you to the end of the results to get this final deduped hit count. **Emma Freeman** Will the filter side bar on the left be available across all databases or just discovery? **Heather White** All of it across the board. **Emma Freeman** Yep. All of it. Excellent. There was a question. Will there be paginated saved search results too? I have almost three hundred saved searches. It's a pain to have to keep clicking show more. **Heather White** Not by July, but, yes, we are planning that. I don't have a timeline for you that timeline for you about that yet, but we it's definitely in our plans to bring that to not only your save, your we call it your dashboard pages. Like, your when you're logged into myEBSCO and you go into projects or saved, we do have a plan to bring paginated results there. We also have a plan to bring paginated results to your linked data pages if any of I I'm not the linked data PM, so don't ask me questions about that. But I can tell you we're also planning on giving paginated result list to linked data results as well if that's something you have turned on. I'm sure there are other webinars on linked data with the PM experts for that. **Emma Freeman** Awesome. So I know we discussed, like, the printing versus downloading of references. We also had a couple related questions about alphabetizing records. **Heather White** Okay. I'm seeing other plans to make printing of references possible. Also, when will we finally be able to alphabetize records? Well, I think you can sort alphabetically. You can sort by newest and oldest and alphabetically right now on the on the dashboard pages. I'm double checking right now. I think you can. It's going to take me a moment to get into a profile. So for alphabetizing that should be available now by title. Plans to make printing of references possible. Like so by printing references, do you mean printing results or printing search history, like searches? You can, you can download the search history file and print that. If you're if you're asking about printing, the result pages, we don't have a timeline for that yet, but we do have that in, like, our wish list, our plan, the you know, what we want to bring to the new UI. We just don't know when we're going to do that yet. I hope that answers your question one way or the other. I'm just checking real quick on the projects. Okay. You can so for projects, so you got to go into a project and then look at your records tab and loading. Of course, it's taking a long time because I'm in a live demo. I yeah. I mean, I think I'm just double checking my own memory here. Pretty sure you can sort by alphabetically. **Emma Freeman** And we can always follow-up on that. **Heather White** Yeah. We can follow-up. Yep. Yeah. **Emma Freeman** For sure. So there was a question. You know, we're expanding to, you know, ability to select up to five hundred. Is there a plan to increase that even further? **Heather White** There's a plan to give you control over at doing, like, your own range input. Whether there are going to be some thresholds for how, you know, how many you can ask for at once, that's exactly the kind of thing we are investigating right now. As always with these types of you know, you want to be able to take bulk action on so many records at once. The limiting factor is, okay. How can we do that without slowing everything down for everybody? And so I don't have any I can say yes. We're planning on supporting more, but I don't have a precise solution for you yet or a timeline. But I can tell you, I was I was just in a meeting about this this morning. I have a meeting about this on Monday with the developers. We're trying to figure it out, and we will. And when we have a timeline, we will share it. **Emma Freeman** The question is, will the share and email function also be available within saved and projects as well? **Heather White** For records, yes. For searches, not yet. Because to be able to share a search, you need a P link to the search itself. Right now, you can use you can grab the URL bar from your browser to have a link to the search results, and you can share that. But, you know, whoever you share it with is going to need a login to the same profile that you have. As far as sharing your search history, sharing searches, unfortunately, the way you're going to have to do that now is to download them first and then share the file. We do intend to give you the ability to share searches, and you can share records now. **Emma Freeman** When rerunning a saved search, does it run-in the original database or in the one that user is currently using? **Heather White** This is a good question. And, Kathryn, do you mind going to page? Because we're not really talking about the headcounts anymore. So rerunning so when you're rerunning a search set or you're just rerunning a saved search or even it doesn't even have to be saved when you're rerunning a search. Every search has what's a unique ID. We call it a query ID. And it that query ID has the databases attached to it that you first ran that search in. And so when you rerun it, it's going to run against the databases that are attached to that query ID. So it I know that we that a lot of you need the ability to rerun searches in different databases, and this is in the plans for the future. We do not have a timeline for it yet. We were hoping to do this sooner than later. When we cracked it open and we started looking at it, we realized this is actually a pretty complicated space, and we want to make sure that we get it right. And so we are going to take the next couple like, next month or two to figure out, you know, what exactly we need to account for to make sure that that works the way you need it to. So it's not what's going to release in early July, but, hopefully, by, I would say, somewhere between I'm not going to give you a timeline. I'm hoping it'll come out as soon as possible. Right? Like, the next round of planning. When we have a timeline, I will share it. **Emma Freeman** Okay. If we, if we run twenty lines and save, will those save as one search or twenty separate searches? **Heather White** Twenty separate searches as one set of searches. **Emma Freeman** And how do you save searches for the same project? For example, same systematic review so they are all under the same project. Many times, we have draft and test searches, the final search, and, of course, the final search translates in multiple databases. Could you speak on that a little bit? **Heather White** Yeah. Absolutely. So this is where that bulk actions toolbar on the new search history is going to be your best friend. You select you'd multi select all the searches that you want to add to a project, and then you click add to project, and you choose which project. **Emma Freeman** Okay. And can you organize search sets to project folders? **Heather White** Not yet. Right now, search sets are only to be found under saved. I told my colleagues, I predict as soon as this goes live, we're going to have enhancement requests to add the search sets tab to projects. So thanks for proving me right. **Emma Freeman** They did say they'd like to suggest it as a future product enhancement. **Kathryn Vela** So yes. Here's your official request. **Heather White** And this is exact this kind of feedback is exactly how product managers like me you know, I take this kind of feedback to my colleagues, and I'm like, okay. This is, you know, this is what everybody really would like. And so this and the more of you that sign on to the same enhancement request, the easier it is for me to make that case. Right? So talk to your sales team. Say, I tell them everything that you want, and let's make sure we have enhancement requests for the really big stuff that you that you feel that you that are really going to make your life to make your workflows easier and even fun. And then I will use those to make a case to get that developed. **Emma Freeman** Awesome. Related to the question about alphabetizing records and projects or saved items, are there any plans to allow alphabetized by first author or to sort by publication date? **Heather White** So you can sort by publication date now, newest or oldest. Okay? No plans right now to alphabetize by the first author. That's interesting. That's the kind of thing that we should have an enhancement request for to see how many customers would benefit from that. **Emma Freeman** Question about sort of videos and documentation. They this customer's found that it doesn't necessarily reflect all the changes over the last six months or so. Is this going to be updated soon? **Heather White** Kathryn, do you want to take that one? **Kathryn Vela** Yeah. So kind of like a lot of you, the training team's in the same boat of needing to create documentation to reflect these changes, and so we've been waiting for this last big round of nav updates to come out, before we dive into that just so we're not having to reiterate multiple times over a short period of time. So be looking out for a whole bunch of updated videos and documentation coming out here shortly. **Emma Freeman** I can say the same on the marketing side as well. **Heather White** And Connect pages too. I can speak for the Connect pages. **Emma Freeman** Yeah. Yeah. Lots of updates to make. Okay. Is the two hundred limit on saved search, is that for search lines or saved search sets? **Heather White** Oh, search lines. Yeah. There's no limit to the number of saved search sets. And I can tell you, there's actually no limit to the number of searches you can have in search history right now. But saving as a search we need to just do a little extra work to make sure it doesn't error out due to, like, latency. Like, things don't slow down too much when you're trying to save more than two hundred and rerun more than two hundred. But we've got it working at two hundred. And like I said before, like I said before, I was in a meeting earlier this morning, and I've got a meeting on Monday to figure out how we can get that much higher for you, and we will. **Emma Freeman** And what is the maximum amount of lines you can have in a search? **Heather White** So like I just said, if you're not trying to save it as a search set, there's actually no maximum. If you are trying to save it in a search right now, it's two hundred, like, to be reliable. You could try more than two hundred. Let me know what happens. But we we're doing some investigations to figure out how to get that much higher. **Emma Freeman** And has a change been made to formatting options for sending result lists from projects so we can send citations and abstracts without all the metadata? **Heather White** Oh, yes. So when you are sharing if you click the share icon on the bulk actions toolbar and you select email. Right now, today, you can pick and choose how much which metadata fields to include. And we are in the process of finishing we're finishing the development to give you the same ability for downloading records. And, actually, the downloading is going to release with up to forty fields. I think the emailing function has something like fifteen to twenty metadata fields. There's a lot so you're going to get a lot more option with downloading to be able to pick and choose which metadata fields are included in your download files. And then the next piece of work is to make sure the emailing has the same number of has the same options for the fields as the downloading. So a little bit of leapfrog there. I apologize that we didn't just get it right out of the bat across the board. This is the nature of SaaS development. **Emma Freeman** Next up, there was a question about average export time. This customer's currently running translations. The RIS files are taking much longer than usual to get the email. Thoughts on that? **Heather White** Yeah. Well, so a risk download, you should be able to download that without emailing. You just do a download. It's a or it's well, it's not download. It's called export. Okay. So you're on the main result list. You've got your bulk actions toolbar at the top, and the first one is download and then save, add to project, share. There's another one that's called site. It has, like, little, like, quotation marks. You click that, and then one of your options there is to export REST files. And if you do it that way, it'll just download immediately for you. Okay? You don't have to bother with the emailing. If you need to go through the email function for some reason, like, you're you want to share it with others, I would say submit a support case if it's taking that long so that we can investigate for you because that's it shouldn't take that long. And other two, when you're…go ahead. **Kathryn Vela** Oh, I just wanted to chime in. If you're doing the export up to 25,000 options, that does come through email. Maybe that's what she needs. **Heather White** Oh, yeah. If that's what you mean, then, yeah, that's an email. But if it's okay. So right now, you can do fifty at a time through a direct download. By early July, you'll be able to do five hundred at a time through direct download. If you're I would say if you're trying to do more than 3,500 in a day, then your best bet is that that 25K export. If you don't know what that is, it's probably not enabled on your profile. You need to submit a support case to enable that one. That is not a setting that is available through like, directly to your library administrator. If you want to be able to export 25,000 records at once, then submit a support case asking for that, and we'll enable it for you. **Emma Freeman** We have so many questions, and we are running out of time. So I'm trying to see if there are any that kind of touch on something new that we haven't really talked about yet. Oh, about the filter panel, can this be turned off by an individual when searching? I know it's an option to turn on by the administrator, but what options do individuals have? **Heather White** Yeah. That's a great question. If you want to be able to give your users the ability to collapse the filter panel, then you probably should like, if you want all of your users to have that ability, you probably should just stick with the current state where they would also need to expand the filter panel themselves. So you so when that functionality goes live to have the filter panel open all the time, if you do nothing with your config settings, then you will your users will continue to have the current state where they have to click all filters to open it, and then they select their filters, click apply, and then it collapses, if that's what you want. You can we're not taking that away. But as far as I know that there's we do get requests, and we would love to be able to give personalized users. Like, if a user logs into their myEBSCO account, could they have all sorts of display setting preferences that stick? We would love to do that. We don't have a timeline for that yet, but we were just discussing that earlier this week that, oh, when wouldn't that be great? We that this is something we would like to provide for our users. **Emma Freeman** We also had a group of questions that came in all about exporting results. Are there different levels of detail that are available, such as basic citation abstract only? Is this customizable? Anything about exporting? **Heather White** For exporting as opposed to downloading or emailing or sharing. Right? Exporting, we do not have the pick and choose the metadata fields that you want for exporting at this point. That's definitely something we could look into. But at this point, no, it's all or nothing for the exporting. But you could pick and choose and download and then use a download file and import that into whatever bibliographic tool you may be using as a workaround. **Emma Freeman** Okay. And another person asked a question that was a little bit confused. Can you explain the difference of using bulk save and adding to projects for saving different search versions and using search sets? **Heather White** Bulk save. Okay. So if you search sets is a set of searches. If you want to save several individual searches together as one set, you save it as a search set. If you just want to save individual searches individually, that goes into your saved list. Okay? So saved searches. It's it would be easier if we could see the could you yeah. Kathryn, could you pull up the slide that shows the three tabs under saved? The search sets. Yeah. Thank you. Okay. So when you click on saved, this is what you'll see. And oh, look. You've got the alpha sort based on that. And we are planning on like I said, we'll get back to you on whether the alpha sort is available on other dashboard pages. Okay. For saved, this search sets, set of searches, multiple searches in each one in each set. The searches tab, which is kind of obscured a bit by that turquoise box, that is going to be a list of individually saved searches. So if you are on your search history and you use that little save ribbon or you multi select, you select them all and you click the save from the bulk actions toolbar, they will all go under the searches tab. They will be saved as individual searches. So searches is one search at a time. Search sets are sets of searches. Hopefully, that answers it. **Emma Freeman** Yes. And we are at time. As I suspected, we were not able to answer all the questions. Thank you all so much. We had so many submitted. Thanks, everyone, for your engagement during the webinar. We look forward to sharing all of this information with you in just a couple of days, but we appreciate you being here. And as I said, we're going to do our best to follow-up on all of the questions that came in that we can. And, yeah, just thank you all so much. Thank you, Kathryn and Heather, and thanks, Andrea, for manning that Q&A. You're very helpful to us all. So hope everyone has a good day. Anyone want to say any goodbyes? **Andrea Spector** We just really appreciate all of your time and bearing with us as we've gotten a lot of this advanced searching functionality out there, and we're super happy with all the progress we've made and all the things that are coming. So please keep on sending us all your feedback. We'd love to hear it, and we're going to do our best to make this the best platform for you. So thank you so much for your time and, your attention today. 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