Getting Started Guide

Use the tools below to set up your subscription, internally promote IEEE Xplore, and stay up-to-date with new features.

Setting Up Your Subscription

Getting started with IEEE Xplore is quick and simple. Just follow these easy steps:

Submit Your IP Addresses

IP address authentication is the preferred method of authenticating IEEE Xplore customers and will enable all features and functions for end users. Once you provide IEEE the IP address range for your institution, your users will not be asked for access credentials. IEEE Xplore will automatically recognize your users, giving them immediate access to IEEE research.

To add or change an IP address, please complete the IP Address Amendment form or email onlinesupport@ieee.org.

Set up Athens/Shibboleth Authentication

Shibboleth and Athens authentication access provides licensed remote users with convenient and secure access to your institution's IEEE Xplore subscription. Customers who already use Athens/Shibboleth authentication to access other publisher resources can use this method to access IEEE Xplore in combination with IP authentication. Set up authentication by submitting the OpenAthens / Shibboleth Registration Form.

Submit Your Institution's Logo

IEEE Xplore includes prominent customer branding with institutional logos. Please review the specifications below before submitting your logo to onlinesupport@ieee.org:

• Format: GIF
• File size: < 7 KB
• Dimensions: 200 x 60 pixels

Customize Your Institutional Name

Email to onlinesupport@ieee.org to customize how your institution's name (up to 120 characters long) will be displayed at the top of every page on IEEE Xplore and on the PDF Banner.

Set up OpenURL in IEEE Xplore

If you have an OpenURL link resolver, you can establish links between IEEE Xplore and additional resources in your institution by submitting the OpenURL Registration Form. Once initiated, users will be able to check your institution's holdings for non-subscribed content and documents cited in the reference lists of IEEE articles. Update your OpenURL Link Resolver's knowledge base by selecting the appropriate targets for your IEEE subscription.

Request an Institutional Administration Account

With an Institutional Administration Account, administrators can modify and customize certain information associated with their IEEE Xplore institutional subscription accounts, including:

• change institutional subscription account display name;
• update contact information for the institutional administrator;
• upload new organization logos that will appear on IEEE Xplore;
• update existing Open URL links.

To request an Institutional Administration Account, contact onlinesupport@ieee.org.

Configure Your Discovery Service

Update the settings in your discovery tool to ensure that your IEEE subscribed content is discoverable.

Find more information and recommendations on how to maximize your IEEE holdings via a discovery service.

Set up Your Federated Search Portal to Target IEEE Xplore

IEEE has created an API Portal that enables customers to set up automated searches of IEEE Xplore. Go to the API Portal to request an API key.

Access Usage Statistics

IEEE makes available a COUNTER-compliant usage statistics site to help subscribing institutions better understand how their users access content in IEEE Xplore. This free service provides secure, password-protected access to subscriber-specific usage information. For more information, visit the Usage Statistics Resources and Help page.

Linking to OPAC, Library Website, or Corporate Intranet

IEEE Xplore title lists provide a comprehensive listing of all periodicals, conference publications, books, and standards in the IEEE Xplore database along with key fields and persistent links. Download a title list to create links from your library's Online Public Access Catalog (OPAC) or website to IEEE titles.

Download a List of Abstract & Indexing partners (Including Discovery Tools)

This document provides a description of what IEEE content is included in Abstract & Indexing Services and Web Discovery Services.

View list of Abstract & Indexing partners (PDF, 817 KB)

Promoting IEEE Xplore

Make sure your organization knows about your subscription with these tools for promoting the IEEE Xplore digital library:

Provide a Quick Link to the IEEE Xplore Digital Library

Add IEEE Xplore to the list of subscribed databases on your library website or corporate intranet. IEEE publishes in a wide range of technology topics, so be sure to include links from relevant subject areas such as Aerospace, Automotive, Biomedical Engineering, Computer Science, Electrical Engineering, Power & Energy, Industrial Engineering, Robotics, Transportation, etc.

Include a description of the IEEE Xplore digital library on your library website or corporate intranet. Customize the description below to reflect your institution's IEEE Xplore subscription:

The IEEE Xplore digital library provides full text access to the world's highest quality technical literature in electrical engineering, computer science, electronics, and other related technology disciplines. IEEE Xplore includes IEEE journals, magazines, conference proceedings, and standards, in addition to books and educational courses. IEEE Xplore also includes content from select other publishers including the Institution of Engineering and Technology (IET), MIT Press, IBM, Nokia Bell Labs, VDE Verlag, Tsinghua University Press, Oxford University Press (OUP), Beijing Institute of Aerospace Information (BIAI), now Publishers, Packt Publishing, ICICE, and more.

Tell Your Users About IEEE Xplore

Promote your subscription with customizable flyers and posters.

Keep your users and colleagues up-to-date with the latest on IEEE Xplore by providing ongoing communications via email and in-house communication tools such as your library website, corporate intranet, newsletters, blogs, and Twitter. Learn about IEEE Xplore content, features, search tips, and the latest news to include in your communications with IEEE Xplore users by:

• setting up Saved Search Alerts and Table of Contents Alerts on IEEE Xplore;
• checking the IEEE Xplore User Tips Resources and Help page;
• following IEEE Xplore on social media sites.

Expand your users to include other areas. IEEE Xplore is useful to engineers, researchers, faculty, students, and many others for research and development, forecasting, determining technical precedent, uncovering information on new products, keeping up-to-date with the latest technical advances, and finding competitive, technical and, market intelligence. As part of your IEEE Xplore promotional efforts, contact:

• research and development teams;
• engineering work groups;
• competitive intelligence units;
• patent and intellectual property groups;
• legal departments;
• product management and product development;
• information technology (IT) groups;
• licensing and business development;
• human resources hi-tech recruiters;
• investment research analysts.

Promote Your IEEE Xplore Subscription with Marketing Materials

Download tip sheets, industry impact sheets, and flyers. Contact your Client Services Manager or email training@ieee.org to request marketing materials such as tip sheets, pens, and mouse pads.

Offer Training to Your Users

Help your users get the most out of your IEEE Xplore digital library subscription by providing and promoting training opportunities.

• Add links to self-paced tutorials on your library website or intranet.
• Share IEEE Xplore User Guides with your colleagues to help improve their search techniques.
• Encourage users to sign up for a live online training session.
• Email your Client Services Manager or training@ieee.org to schedule a customized training session.

Staying Up-to-Date with IEEE Xplore

Keep up with the latest updates, upgrades, and news regarding IEEE Xplore:

Bookmark the Client Services Homepage

http://www.ieee.org/go/clientservices

The Client Services site provides access to training and promotional materials, as well as other tools and resources to help you manage your IEEE Xplore subscription. Check back regularly for the latest IEEE Xplore search tips, highlights, and news.

Get to Know Your Client Services Manager

The IEEE Client Services Team works with institutions and individuals who subscribe to the IEEE Xplore digital library subscription products to raise awareness of IEEE and increase usage. Learn more about the IEEE Client Services Team or contact training@ieee.org.

Follow IEEE Xplore on Social Media

IEEE Xplore social media sites encourage communication, collaboration, data sharing, and content development. Follow IEEE Xplore on social media for news, updates, and search tips and tricks.