QUOSA for iPad

Presenters: Robin Fogel

2 February 2015

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• 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

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• Field staff requiring access to literature • Medical Affairs managers needing to provide compliant

literature for field staff • QUOSA administrators

Audience for the presentation

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App is downstream from literature collection and curation

Getting started

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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

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Does your version of the VL support the app?

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• 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

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• Your system administrator • Documentation • Support@quosa.com

Sources for more information

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Password recovery from the web

Access your VL in any browser, the URL is specific to your organization

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Password creation from the web

Always use your organization’s email address for both creation and recovery

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Downloading from the general App Store

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Installing the App

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Register with your company email address and QUOSA password

Email and password only required on installation

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Controlling the App

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Navigating to My Library using the controls

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Navigating to “Company” Libraries using controls

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Navigating to Databases using controls

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

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Accessing search

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Entering search

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Viewing PDF and Citation

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Citation view

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Selecting a PDF to view

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Start the copy process

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Selecting a destination library

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Selecting a destination folder

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Complete the copy process

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My Library View of Saved Articles

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Saved searches in shared libraries highlight new and important literature

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Tap on saved searches to view articles

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Selecting multiple documents

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Copying multiple docs to your favorite folder

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Creating folders to organize literature

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Copy documents between folders

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Flag for easy finding

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Access My Library on your desktop system via the browser

Virtual Library

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Viewing My Library from any web browser

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

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• 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

Demo: Checking for new publications by your KOL

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Start in PubMed

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Add single citation to My Library

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Add PDF to My Library by drilling down to file

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See the captured citation/save to specified folder

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Order full articles

Acquiring, annotating & compliantly sharing with the QUOSA app

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• Internal policies on access • Copyright

Sharing that complies with…

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Permissions that support your organization’s access policies

Recommend that most users be assigned Reviewer for company-wide libraries

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• 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

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• 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

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• 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

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• 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

More information

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• 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_the_vl_content.htm

• Organizing the VL from a browser (copying, annotating, etc.) http://www.quosa.com/support/helpdocs/qb/8079/viewing_vl_folder_contents_with_qb.htm

• Publishing (uploading) documents to the VL from QIM: http://www.quosa.com/support/helpdocs/pc/8079VLUser/publish_docs_and_folders_to_vl.htm

Additional resources on searching and managing your Virtual Library

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• 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_GettingStartedGuides/TipSheet_QUOSA-IM_PDFImport_807.pdf

Tips for importing citation manager archives using QIM http://quosa.com/support/helpdocs/guides/TipSheets_and_GettingStartedGuides/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

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• 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_articles_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

Questions?

THANK YOU

Robin Fogel

r.fogel@elsevier.com

For questions and support:

support@quosa.com