How to Create, Edit and Delete Alerts on ProQuest Dialog.

How to Create, Edit and Delete Alerts on ProQuest Dialog (Pre-Recorded Module)

To find out more about how to create, edit and delete Alerts on ProQuest Dialog, view the script below:


Creating and modifying Alerts in ProQuest Dialog

Slide 1
In this ProQuest Dialog™ module you will learn how to create and modify Alerts in ProQuest Dialog.

Slide 2
In this example we will search the databases—Embase®, Lancet Titles and MEDLINE® in the Healthcare industry, to find information on the relationship between hypoglycemia and the heart in women.  Once we check the search for relevancy, we'll set up an Alert to track this topic on a continuing basis. We'll also illustrate how to modify the Alert and edit the Alert search strategy.  

Slide 3
To begin the Alert process, we've selected the databases, in this example 3 databases in the Healthcare industry.

Slide 4
In Advanced Search, we've created the search strategy on hypoglycemia and its effect on the heart in women. For more details of setting up such a search, review the Advanced Search or Using Truncation and Boolean Operators modules.

Slide 5
Next we need to check the search strategy for relevance. By viewing records in the Results list, we can see the search appears on target. We'll take a look at two records to check further on the relevancy of the search strategy. Check the boxes next to the titles of interest and click Selected items. From the pop-up box click the display format—how much of the record you want to view. And press Display.

Slide 6
We see record 1 including an abstract and indexing details and we can scroll down to see record 2 or click Next. Now we can save this record in our My Research account by clicking Save to My Research.

Slide 7
Once you've decided your search will retrieve the records you want. You can set up an Alert to have new records for this search automatically sent to you. Click Create alert. A popup box will ask you to set up a My Research account or sign into your account.

Slide 8
Fill out the form to begin receiving Alerts when new records are added to the databases you selected in your search.  First a search summary displays including the search strategy and database names for this Alert you want to create.  Enter a name for your Alert. Then enter delivery details. Your email address where you want your Alert sent is entered for you. You can also select another email address to which to send the Alert. Your search strategy is entered in the Subject box and you can select HTML or text format for the Alert.

Schedule the Alert by deciding how often you want to receive new records. Options depending on the databases are available from the drop-down box. You can also give an ending date for the Alert, if you desire.

Slide 9
Next, define your Alert preferences such as display and delivery formats. Drop-down boxes provide selection options. Indicate the maximum number of documents you want to receive in your Alert. Remember the documents you receive will be those retrieved by your search strategy that are newly entered in the databases you have searched. You can provide a message and keywords to help you more easily identify the Alert results.

Slide 10
Pricing information displays. The price depends on your account pricing plan. Press Create alert to set up the Alert.

Slide 11
A screen displays indicating your Alert has been saved. Details about your Alert are listed and you still have the chance to delete the Alert if you desire. You will also receive an email message indicating your search is saved. Again you can delete the Alert if you've changed your mind. The email message lists all the pertinent details about your Alert including databases used and search strategy.

Slide 12
You've set up your Alert. If you want to make changes to the Alert, you can modify it, for example, change the delivery frequency or edit the search strategy. The next section provides step-by-step instructions on modifying an Alert and editing the Alert search strategy.

Slide 13
From the Results page, click My Research and then the Alerts tab. Note we have one Alert.

Slide 14
The Alert we created is listed with name, email address, search strategy, databases and creation date and last updated date. Note you can modify your alert, view results you've received or the resend history or delete the Alert.

A Status tracker is also available to keep track of all of your Alerts. Users often have numerous Alerts and the Status Tracked enables you to easily view all pertinent details of those Alerts. Click Status tracker. All Alerts you have created are listed by name. Click back to Alerts to go to the Alerts page. Now we'll modify this Alert. Click Modify alert at the bottom of the screen.

Slide 15
Notice this page looks like the page where we set up the Alert but instead of Create alert you see Modify alert at the top of the screen. In Modify alert you can change delivery details and preferences or you can edit your search strategy. Click Edit search query to edit the current strategy. If you click Show all you can view all Alert queries.

Slide 16
The Advanced Search screen displays with your original query listed. We want to edit the query by deleting the last row RAT. Erase rat from the row and click Remove a row. Under Limit to: check boxes you want to add as limits—Humans and Clinical Trials. Click Search to test your Alert before updating it.

Slide 17
Notice the new strategy is listed in the search box at the top of the screen. Review the results list and preview some records. If the strategy is on target, click Update alert to go back to the Modify Alert screen.

Slide 18
Your new query is now listed in the Search Summary. If you want to make further changes, you can do so now. Under Delivery preferences, we'll change from weekly to daily results delivery. Click Modify alert.

Slide 19
Your Alert has been modified. Click Close to go back to the Alerts screen in My Research.

Slide 20
As you can see the Alert strategy and date created and updated is now updated.

Slide 21
An email in your email box notifies you the alert has been modified and lists all changes.

Slide 22
In summary, you can create Alerts in Basic, Advanced and Command Line Search. In this module you learned how to set up an Alert, edit and test the new search query and modify the Alert. Be sure to review the My Research module for more on Alerts created in My Research. Visit the ProQuest Dialog Customer Information page to learn about the content and features of this new service.

Slide 23
Thank you for reviewing the ProQuest Dialog At a Glance module on creating and modifying Alerts. Press the Training & Support tab on the ProQuest Dialog Customer Information page for more search aids and training options.

Source: Migrating Alerts and Saved Searches - Alerts Migration Overview