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User's Guide

Welcome to the User's Guide for America: History & Life and Historical Abstracts
Refer to this guide for help on searching the database, browsing indexes, viewing and exporting results

THE BASIC SEARCH SCREEN includes two search fields: Keywords (a free text field containing all the words in the title, abstract, author, and subject terms fields) and Subject Terms (controlled indexing terms assigned by the editors).

Basic Search Screen
Features of the Basic Search Screen:
1.  The navigation bar includes buttons for accessing "Advanced" search, "CLIO Notes", "Journal List" (journals covered by the databases), and "Help".
2.  Click the "Search" button to conduct a search. The "Reset" button will clear the search fields. NOTE: conducting a search will discard current results, but they can be recovered by using the search history.
3.  Search Tips: 4.  Check boxes to limit your search to specified entry types. Use the language selector to limit your search to entries in English, French, German, Spanish, or Russian. NOTE: The language selector appears only on the "Basic" search screen. "Advanced" search includes a "Language" field.
5.  Add / Remove Search Fields, Search History, List Options, Display Options, and Personal Profile are hidden by default. To display options for each item, select the appropriate "view" link.
6.  Throughout the site, you can easily request support. For assistance with searching or to report content errors, select "Content Support". For site-related technical problems, select "Technical Support". To visit our discussion forum, select "Forum Support".

THE ADVANCED SEARCH SCREEN includes all available search fields. Also displayed is Add / Remove Search Fields, Search History, and List Options.
Advanced Search Screen
Features of the Advanced Search Screen:
1.  The navigation bar includes buttons for accessing "Basic" search, "CLIO Notes", "Journal List" (journals covered by the databases), and "Help".
2.  The default "Time Periods" field permits searching on a single year or span of years. Click the "expert" link to search using the original decades (Ds) and centuries (Hs) syntax.
3.  On the Advanced Search screen, Add / Remove Search Fields is open by default. Here you can remove individual search fields by unchecking them. Clicking "remove all fields" will remove all advanced fields from the search screen.
4.  On the Advanced Search screen, Search History is open by default. This feature records the criteria for your session's searches.
5.  On the Advanced Search screen, List Options is open by default. This feature allows access to records you've added to your personal list during your search session.

THE BASIC SEARCH SCREEN with Add / Remove Search Fields, Search History, List Options, Display Options, and Personal Profile controls displayed. Clicking the "hide" associated with each control set will close that group.
Basic Search Screen
Features of the Basic Search Screen:
1.  The navigation bar includes buttons for accessing "Basic" search, "CLIO Notes", "Journal List" (journals covered by the databases), and "Help". If you've conducted a search, a button for accessing your "Current Results" will also be displayed.
2.  Add / Remove Search Fields allows you to customize the search screen by adding or removing search fields.
3.  Search History records the criteria for your session's searches. To rerun a search, click on the appropriate link. To save searches to your personal profile, check the appropriate boxes and click on "save selected to profile". NOTE: You'll need to have - and be signed-in to - a personal profile in order to save searches.
4.  List Options allows you to view records saved to your personal list, to clear the list, and to access options for saving, exporting, or printing.
5.  Display Options allows you to control the size of results set groups, the sort order of results, and the automatic expanding of results.
6.  Personal Profile provides access to your CLIO Alert Profile and to any searches you might have saved from the search history. To retrieve a forgotten password, enter your e-mail address in the username field and click "forgotten password?". If you don't have a profile and would like to set one up, click "new profile". NOTE: A profile login remains active until you sign-out or end your search session.

THE BROWSABLE INDEX. To access a browsable index, click the book icon next to a field name on the search screen.
Browsable Index
Features of the Browsable Index:
1.  The navigation bar includes buttons for "Personal List" (access records you have added to your list during the search session), "Refine Search" (return to search screen with current search criteria), "New Search" (return to a cleared search screen), and "Help". NOTE: Selecting "New Search" will discard your current results, but they can be recovered by using the search history.
2.  To navigate within a browsable index, enter a word or words and then click the "Find Terms" button. This action will take you to that point in the index.
3.  Check the boxes next to those terms you'd like to include in your search. There is no limit to the number of terms you can select.
4.  To return to the search screen with selected terms pasted, click the "Add Checked Terms To Your Search" button. To search on a single term within the browsable index, click on the term.

THE CURRENT RESULTS.
Current Results
Features of the Current Results:
1.  The navigation bar includes buttons for "Refine Search" (return to search screen with current search criteria), "New Search" (return to a cleared search screen), "Export Options", and "Help". NOTE: Selecting "New Search" will discard your current results, but they can be recovered by using the search history.
2.  Enter a number and click the "Jump to" button to be taken to that point in your results set.
3.  Check the box to add a record to your personal list for saving, exporting, or printing. Uncheck to remove it from the list.
4.  If your library has enabled catalog and/or ILL linking, access to these will be available (as Resource:) in each record.
5.  To e-mail a single record, enter an address in the input field and click the "E-mail to" button. To print a single record, click the "Print" button. Use "Export Options" (1. or 7.) to e-mail, export, or print groups of records.
6.  Click "Expand record" to view that record's abstract and subject terms. Click "Expand group" to view all records in the currently-displayed results group in their expanded state. NOTE: Checking "Automatically expand all search results" in the search screen Display Options will cause all records to display in their expanded state.
7.  Between each record is a row of controls: "Display Personal List" (display records saved to your list), "Clear List" (remove all records from your personal list), "Refine Search" (return to search screen with current search criteria), "New Search" (return to a cleared search screen), "Export Options", and "Top". NOTE: Selecting "New Search" will discard your current results, but they can be recovered by using the search history.
8.  If your library subscribes to certain fulltext services, access will be available (as Fulltext:) in each record.

THE CURRENT RESULTS with a record expanded to display abstract and subject terms.
Current Results
Features of the Current Results:
1.  You can select multiple Subject terms within a displayed record, AND or OR them, and conduct a new search. Clicking on a single Subject term will conduct a new search using that term. NOTE: Conducting a single or multiple term Subject search will discard your current results, but they can be recovered by using the search history.
2.  Clicking "Collapse record" will hide the Abstract and Subjects, in addition to Abstracter, Language, Time Period, and Entry Number information. Clicking "Collapse group" will hide this information for all records in the currently-displayed results group.

THE PERSONAL LIST.
Personal List
Features of the Personal List:
1.  The navigation bar includes buttons for "Refine Search" (return to search screen with current search criteria), "New Search" (return to a cleared search screen), "Export Options", and "Help". NOTE: Selecting "New Search" will discard your current results, but they can be recovered by using the search history.
2.  Unchecking will remove a record from your personal list.
3.  Between each record is a row of controls: "Display Current Results" (display all records in your current results set), "Clear List" (remove all records from your personal list), "Refine Search" (return to search screen with current search criteria), "New Search" (return to a cleared search screen), "Export Options", and "Top". NOTE: Selecting "New Search" will discard your current results, but they can be recovered by using the search history.

THE EXPORT OPTIONS.
Export Options
Features of the Export Options:
1.  The navigation bar includes buttons for "Personal List" (access records you have added to your list during the search session), "Current Results" (access all records returned by your most recent search), "Refine Search" (return to search screen with current search criteria), "New Search" (return to a cleared search screen), and "Help". NOTE: Selecting "New Search" will discard your current results, but they can be recovered by using the search history.
2.  Click "Export Records" to export your search results to a citation manager (RefWorks, EndNote, ProCite, Reference Manager) or to display them onscreen for printing or saving.
3.  Select Entry Format to export results as Short Entry (author, title, citation) or as Full Entry (author, title, citation, abstracts, subject terms). NOTE: The Full Entry option does not include fulltext.
4.  Select Request Entries to export all records from your Current Results or all records in your Personal List.
5.  Select Output Type: ASCII Display for printing or Tab-Delimited Display, or . . .
6.   . . . RefWorks for exporting to your United States or Canadian RefWorks network, or . . .
7.   . . . EndNote, ProCite, Reference Manager for exporting to these citation managers in RIS format, or . . .
8.   . . . E-mail in Plain Text or E-mail in RIS Format. In the e-mail form, multiple recipients should be separated by a space. The other e-mail fields are optional.
9.  Click "Send" to e-mail selected records to designated recipients. Click "Reset" to clear the e-mail form.

Revised: November 2007