A Tutorial on
Creating and Using Your Gale User Account

Contents


Why Become a Registered Gale User? Back to Top

Gale understands that often your research needs go beyond a single search session. The Gale user account has been designed to let you save content and search queries that are important to you so that you can easily and securely retrieve them during future search sessions. And even when you are not logged on to a Gale database, you can have your Gale user account working for you to notify you of newly-added content that matches your search criteria.

Note: Registering for your Gale user account is quick and easy, and it is free! Jump to the next section in this tutorial to get started!

The following table explains what you can do with your Gale user account:

Marked Items During your search session, you can "mark" items that interest you while viewing your search results and/or individual documents. Once you move those marked items into a folder, they are saved to your Gale user account. The next time you log in to your Gale user account, you can view your folders of marked items and link directly to that content. [Learn more...]
Search Alerts When you request a search alert, Gale will notify you via e-mail when new content matching your search criteria has been added to the database. You can choose to have the system check for new content on a daily, weekly or monthly basis. The e-mail message will contain links directly to the content in the database. You may unsubscribe from the search alert at any time. [Learn more...]
Search Lists During your search session, you can create a search query, choose to save it from your search results and then move it into a folder. Once you move a search query into a folder, it is saved to your Gale user account. The next time you login to your Gale user account, you can re-run the saved search and your results will include the latest content in the database. You can also view your Search History (showing the searches you've conducted during your current session) and choose to move a search query into a folder that way, thus saving it to your user account. [Learn more...]
RSS Feeds When you request an RSS feed, Gale will send an update to your third-party web feed reader when new content matching your search criteria has been added to the database. This is similar to the Search Alert concept, but instead of the system checking the database at regular intervals and sending you an e-mail message, your RSS feed subscription continuously monitors the database and communicates updates directly to your feed reader. [Learn more...]

For select products, the RSS feature also lets you customize the list of new content that appears on the three tabs of the product home page.


How to Create Your Gale User Account Back to Top

Here's how to get started by setting up your free Gale user account:

  1. Click the Login link at the top of the screen (note that the colors shown in the sample screens in this tutorial may differ from what you find in the product you are using).

    Login link in upper right-hand corner

  2. On the Login page, click the link provided to set up an account.

    Login screen

  3. On the New User Registration page, enter the required fields as indicated, including entering a password and selecting a security question. Your password must be 6 to 14 characters long.

    You will be prompted for your email address and password every time you login

    Note: The security question helps Gale verify your identity if you forget your password. Select a question from the drop-down list and then provide an answer. It is best to choose a question to which the answer is easy for you to remember, but not a known fact to others.


    New User Registration screen

  4. Read the License Agreement and click to accept. Indicate if you wish to be informed via email about Cengage Learning products and promotions.
  5. Click Continue when you have finished (clicking Cancel will quit the registration process).
  6. A welcome message will display when you have successfully completed the registration process and the "Welcome <your name>" link will now be shown at the top of the page.

    New User Registration screen - successful completion of registration

TIP: Once you are logged in, you can view a "snapshot" of your user account activity at any time by clicking the "Welcome <your name>" link at the top of the page to go to the My Account page.

                                   Welcome link in upper right-hand corner of the screen


Logging In to Your Account Back to Top

If you have previously created a Gale user, you may login at any time during your current session to view your account activity. Certain features will require you to login. [Click here for instructions on how to create your free Gale user account if you have not done so already]

Here's how to login to your Gale user account during a search session:

  1. Click the Login link at the top of the screen (note that the colors shown in the sample screens in this tutorial may differ from what you find in the product you are using).

    Login link in upper right-hand corner

  2. The Login page will be displayed. In the Email ID box, enter your email address (this must be the address you entered when you created your Gale user account).

    Login screen

  3. In the Password box, enter the password you created for your Gale user account (or click the link provided if you have forgotten your password).
  4. Click Login (clicking Cancel will exit the Login screen and cancel the login process).
  5. A "Welcome <your name>" link will now appear at the top of the page, similar to this: Welcome Kaycee link
    TIP: You can click the "Welcome <your name>" link at any time to go to the My Account page.
  6. You may now use any of the Gale user account features that are available for this database, which may include:
  7. Be sure to click the Logout link in the upper right-hand corner of the screen when you have finished using this database.

    Logout link
    [Click here for more information on why you should always logout to end your search session]


The My Account Page Back to Top

The My Account page provides a "snapshot" of your Gale user account activity and lets you view and manage the marked items, search alerts and search lists you have saved and where available, the RSS feeds you set up on the product home page.

You may access this page at any time during your search session after you have logged in to your Gale user account by clicking the "Welcome <your name>" link at the top of the page. Here's how:

  1. If you haven't already logged in to your Gale user account, click the Login link at the top of the screen and enter your Email ID and Password. [Get complete login instructions here]

  2. Click the "Welcome <your name>" link at the top of the page.



  3. The My Account page will be displayed.

Note: If the "Welcome <your name>" link does not appear in the upper right-hand corner of the screen, then click the Login link to login to your Gale user account.

The sample screen image below shows what the My Account page looks like when you first create your Gale user account:

My Account page with no activity yet

In this next sample screen image, the user has saved items in each of the four boxes that appear on the main part of the screen:

Partial view of the My Account page

Notice that for the "Marked Items" box, four custom folders are displayed, along with the "Unsorted Category" folder that comes with your account by default. Below that is a link indicating 2 More Lists. To view links to all the custom folders and the "Unsorted Category" folder, use the sidebar menu to the left.

My Account Sidebar Menu

Links to the Gale user account features appear in the left-hand sidebar menu and include:

My Account sidebar menu



Clicking on a right-pointing arrow reveals the submenu. The submenu contains links to the customized items you have created.

My Account sidebar menu with submenu

In the example shown above, the user has revealed the Marked Items submenu and is selecting a custom folder that contains his/her marked items.

My Account Activity Boxes

In the main part of the My Account page, you will find four boxes, each with a few entries listed, where present: Marked Items, Search Alerts, Search Lists and RSS Feeds.

My Account page activity boxes

Marked Items Box

The Marked Items box on the My Account page displays the custom folders you have created. Each folder contains one or more of your marked items that you have moved into that folder. Up to four custom folder names will be displayed in this box, along with the "Unsorted Category" folder. The "Unsorted Category" folder was created by the system and cannot be deleted. You may move marked items into that folder as a way to indicate items you wish to categorize later. Only marked items stored in a custom folder or the "Unsorted Category" folder will be saved for you.

Clicking a folder name takes you to your list of marked items within that folder. The View All link displays your unsorted items.

[Click here for detailed instructions on how to manage your marked items folders.]

Search Alerts Box

The e-mail search alerts you have requested will appear in the Search Alerts box.

The View All link displays all search alerts.

[Click here for detailed instructions on how to manage your search alerts.]

Search Lists Box

The Search Lists box on the My Account page displays your custom folders of searches that you have named and saved. Up to two custom folder names will be displayed, along with the "Unsorted Category" folder.

Clicking a folder name takes you to the list of saved searches within that folder. The View All link displays your unsorted searches.

[Click here for detailed instructions on how to manage your folders of saved searches.]

RSS Feeds Box

In the RSS Feeds box, the system will display the names of the customized tabs you have created for the product home page (this feature is not available for all databases). You may customize up to three tabs. Note that tabs pre-set by Gale will not appear on the My Account page. [Click here to view an example.]

Clicking an RSS feed name runs the search you created for that tab and displays the Search Results screen.

Click the View All link to rename, rearrange and/or delete feeds by tab.

[Click here for detailed instructions on how to manage your RSS feed searches by tab.]

Note: We will return the My Account page at several places in this tutorial to show you how the My Account page looks once marked items, search alerts, and other user account features have been added. [Click here for a summary of the Gale user account features]


Marked Items Back to Top

When using Gale databases, you can set aside, or "mark," any results citations and documents that interest you. As a registered Gale user, the items in your Marked Items list can be stored into folders you create and manage. Once you have moved your marked items into folder(s), they will be saved within your Gale user account from one session to the next until you remove them. (Previously, marked items where automatically cleared out when you exited your search session.)

How to Mark and Unmark Items

Notes: Any items you marked during your current session prior to logging in will not be saved after your session ends unless you save them to a folder, which may include the "Unsorted Category" folder. You will need to login and then move your marked items into a folder in order to save them to your Gale user account.

Marking Your Search Results

To add items to your Marked Items list while viewing your Search Results, click to place a check mark in the corresponding selection box Marked Items checkbox. A Mark All checkbox Mark All checkbox is available on the results list, allowing you to add all the items shown on the page to your Marked Items list. Refer to the sample screen image below:

Marking search results

To remove an item from your Marked Items list, simply click the checkbox to remove the check mark. You can also remove items from your list while displaying your Marked Items from the My Account page.

Marking Individual Content Records from the Document View Page

To add a single document to your Marked Items list while viewing a document or multimedia content, click to place a check mark in the corresponding Mark checkbox Marked Items checkbox. Refer to the sample screen image below:

Marking a document

Simply remove the check mark to unmark the document.You can also remove items from your list while displaying your Marked Items from the My Account page.

"Name this List" from the Marked Items (number) Page

Marked items will be cleared out after you logout, unless they are moved to a folder. As a Gale user, you may move items to the "Unsorted Category" folder, or to any custom folder you create.

Note: You must be logged in to your Gale user account in order to manage your marked items.

  1. Once you've marked one or more items from your Search Results and/or while viewing content, click the Marked Items (number) button on the search type bar (note that the color of the button varies by database).
    Marked Items button
  2. On the Marked Items (number) page, click the name this list>> link to move all items shown to a new custom folder.
    Note: If the My Account sidebar menu is NOT on your screen, that means you have not yet logged into your Gale user account. You will not be able to "name this list" until you have logged in. [Get complete login instructions here]

  3. In the "Name this List" pop-up, enter a name for the list that begins with a letter and has no more than 30 characters and then click the Save Search button.

    Naming a list of marked items on the Marked Items screen

  4. A message will be displayed to let you know that the marked items were moved to the new folder.
  5. The new folder you named will appear on the left-hand sidebar menu.

    Viewing the new marked items folder

The Temporary List of Marked Items

Continuing with the previous example, if you click the Marked Items (number) button Marked Items from the search type bar you will be returned to the Marked Items (number) page. You will notice that the items you have marked and moved to a folder are still listed there. This is a temporary list and will be cleared out when you end this session. You are limited to 50 items on this temporary list. You may delete items from this list by selecting them and then clicking the Delete button. Deleting items from the temporary list does NOT delete the items you have moved to a folder.

Marked Items temporary page

Note: Marked items will be cleared out from the temporary Marked Items list after you end your session, unless they are moved to a folder. The "Unsorted Category" folder has been created for you to use, or you may create your own custom folders.

Managing Marked Items Folders from the My Account Page

The My Account page lets you manage your Gale user account activity, which includes the marked items you have moved to folders. [Refer to the "Introduction to the My Account Page" topic earlier in this tutorial]

Viewing a Folder of Marked Items

Here's how to access your folders that contain your marked items from the My Account page:

  1. If you haven't already logged in to your Gale user account, click the Login link at the top of the screen and enter your Email ID and Password. [Get complete login instructions here]
  2. Click the "Welcome <your name>" link at the top of the page to go to the My Account page.



  3. Click on the name of the folder you wish to manage from the "Marked Items" box on the main part of the screen. Not all folder names will appear here. Continue with the next step if you do not see the folder name you wish to select.



  4. In addition to the way described in the previous step, you can also link to a marked items folder using the left-hand sidebar submenu. First click on the Marked Items menu option and then click on the name of the folder you wish to select.







  5. The Marked Items page will be displayed. The name of the selected folder will appear in the light blue bar, along with the date the folder was created. Below the folder name, you'll find a list of the marked items currently stored in that folder.

The following sections will explain how to manage your folders of marked items.

Moving Marked Items to a New Folder

Continuing with the previous example, let's say you wish to move a marked item from an existing folder to a new folder. Here's how:

  1. On the Marked Items page, select the Marked Item(s) you wish to move. [How do I get to this page?]
  2. Click the Create New Folder link.



  3. Enter a new folder name in the Create New box and then click Go.



  4. The system will display a pop-up message that your item(s) were moved successfully. A link to the newly-created folder will appear in the left-hand sidebar menu (as well as on the My Account page).



Summary: Working with Marked Items

The sample screen print below summarizes what you can do with your marked items using your Gale user account.

TIP: Detailed instructions are also provided in the Help. While viewing your Marked Items list, click the Help link from the Toolbox menu at the top of the page.


Search Alerts Back to Top

You can request notification when new content is added to the database that matches your search criteria. You may choose to have the system check for new content on a daily, weekly or monthly basis and send you an e-mail message in html format when updates are found.

Note: You do not need to be a registered Gale user in order to create search alerts. However, you must have an account and be logged in to be able to manage your alerts online.

Creating a Search Alert

Here's how to receive a search alert via e-mail:

  1. Perform any kind of search. You may use any combination of search criteria, including search limiters.
  2. On the Search Results page, click the Search Alert/RSS Feed tool .



  3. The Create Search Alert window will open (you will use the top part of the screen only; the bottom part relates to RSS feeds).



  4. If you are currently logged in to your Gale user account, your e-mail address will appear in the Mail to box, otherwise you will have to enter your e-mail address. Entering the e-mail address associated with your Gale user account will save this alert so you can access it from the My Account page the next time you login.
  5. Use the default Alert Name or enter your own text. You will be limited to 30 characters. The name you enter will be used as the subject of the e-mail alerts you receive.
  6. Select the Frequency in which you want the system to check for new content based on your search criteria: Daily, Weekly or Monthly.
  7. Click the Save button to submit your request (clicking Cancel will close the window and cancel this request).
  8. The system will display a search alert confirmation. Click close window.



You will be sent an e-mail message to confirm that your request has been received. Then the system will check for new content based on the frequency you selected. The alert e-mail will contain individual links up to the first 20 new content items plus a link to the full results set. There will also be a link to the My Account page.

All e-mails you receive will contain a link allowing you to opt out of (unsubscribe from) the alert if you no longer wish to receive future alerts.

Managing Search Alerts from the My Account Page

The My Account page lets you manage your Gale user account activity, which includes managing your search alerts. [Refer to the "Introduction to the My Account Page" topic earlier in this tutorial]

Viewing Your Search Alerts

If you requested a search alert using the e-mail address specified in your Gale user account, you can use the My Account page to view the details of the search alert. Here's how:

  1. If you haven't already logged in to your Gale user account, click the Login link at the top of the screen and enter your Email ID and Password. [Get complete login instructions here]
  2. Click the "Welcome <your name>" link at the top of the page to go to the My Account page.



  3. Your search alerts will be listed on the main part of the screen in the "Search Alerts" box. Not all search alerts will appear here. You will know you have additional search alerts not shown when a More Alerts link appears.



  4. Click the View All link within the "Search Alerts" box.



  5. In addition to clicking the View All link, you can also select the Search Alerts option from the left-hand sidebar submenu.



  6. The Search Alerts page will be displayed.

From the Search Alerts page you will be able to change the name and/or frequency of the alert and delete search alerts, as explained in the next section.

Modifying an Alert

Continuing with the previous example, let's say you wish to change the frequency of a search alert. Here's how:

  1. On the Search Alerts page, click the Modify tool for the alert you wish to change.



  2. The Create Search Alert window will open and display the search alert options (you will use the top part of the screen only; the bottom part relates to RSS feeds). Make changes as necessary to the Alert Name and/or the Frequency.



  3. Click the Save button to submit your changes (clicking Cancel will close the window and cancel any modifications you made).
  4. You will be returned to the Search Alerts page.

Note: You can delete a search alert by selecting it on the Search Alerts page and then clicking the Delete button. You may also unsubscribe from the alert by following the instructions provided in the e-mail alert you receive.


Search Lists Back to Top

With a Gale user account, you can perform a search and save your search criteria. You'll be able to organize your saved searches and re-run them at any future time.

Saving a Search

Saving a search involves naming the search from your Search Results.

Note: You must be logged in to your Gale user account in order to save a search.

  1. The easiest way to save a search query is to first perform any search. You may use any combination of search criteria, including search limiters.
  2. From the Search Results page, simply click the Save this Search link.

    Save this Search link

  3. In the box provided, enter a description of the search query. You will be limited to 30 characters. Then click the Save Search button.

    Enter a name for the search

  4. The system will process your request and display a confirmation message.

    Search successfully saved

Searches that you save will by default appear in the "Unsorted Category" folder within your Gale user account.

Managing Saved Searches Folders from the My Account Page

The My Account page lets you manage your Gale user account activity, which includes managing your folders of saved search queries (also known as search lists). [Refer to the "Introduction to the My Account Page" topic earlier in this tutorial]

Viewing a Folder of Saved Searches

Here's how to access the folders that contain your saved searches from the My Account page:

  1. If you haven't already logged in to your Gale user account, click the Login link at the top of the screen and enter your Email ID and Password. [Get complete login instructions here]
  2. Click the "Welcome <your name>" link at the top of the page to go to the My Account page.



  3. The folder(s) containing your search alerts will be listed on the main part of the screen in the "Search Lists" box. Searches that you save will by default appear in the "Unsorted Category" folder.



  4. Click on the folder you wish to manage from the "Search Lists" box on the main part of the screen. In this example we will select the "Unsorted Category" folder.



    Not all custom folder names will appear here. Continue with the next step if you do not see the folder name you wish to select.
  5. In addition to the way described in the previous step, you can also link to the Search Lists folders using the left-hand sidebar submenu. First click on the Search Lists menu option to reveal the submenu. Then click on the name of the folder you wish to select. In this example, we will select the Unsorted Category link to view search lists not yet moved to custom folders.






  6. The Search Lists page will be displayed, containing the saved searches for the selected folder.

To re-run any search, simply click on the name of the search. The "hits" number to the right tells you how many search results you will get.

You can move your saved searches from the "Unsorted Category" folder into new custom folders or to any other existing folders, as explained in the following section.

Moving Saved Searches to a New Folder

Continuing with the previous example, let's say you wish to move a saved search from an existing folder to a new folder. Here's how:

  1. On the Search Lists page, select the saved search(es) you wish to move. [How do I get to this page?]
  2. Click the Create New Folder link.



  3. Enter a new folder name in the Create New box and then click Go.



  4. The system will display a pop-up message that your items were moved successfully.



  5. A link to the newly-created folder will appear in the left-hand sidebar menu (as well as on the My Account page).



The saved search no longer appears in the "Unsorted Category" folder.

Saved Searches from Different Databases

If you have used multiple Gale databases that support the Gale user account, you may have saved searches from different products. An example is shown in the sample screen print below, which includes searches originally performed and saved in a custom newspaper database, GREENR and Academic OneFile:

To re-run any search, simply click on the name of the search and you will go to the Search Results page for the selected database product. The "hits" number to the right tells you how many results items you will get.

TIP: If you find that your saved searches are really useful, you can turn them into search alerts you receive by e-mail and/or RSS feeds you receive through a third-party web feed reader.

Summary: Working with Search Lists

The sample screen print below summarizes what you can do with search lists saved to your Gale user account.

TIP: Detailed instructions are also provided in the Help. While viewing your Search Lists page click the Help link from the Toolbox menu at the top of the page.


RSS Feeds Back to Top

You can subscribe to an RSS feed from Gale containing new content from this database that matches your search criteria. You will need a third-party web feed reader -- such as Bloglines, Cannabis, Feedreader, Google Reader, SharpReader, and many, many others -- to view the RSS feed Gale sends.

Unlike search alerts where the system checks the database at regular intervals and sends you an e-mail message, your RSS feed subscription continuously monitors the database and communicates updates directly to your feed reader.

Click here for general information about RSS technology from the Gale website.

Subscribing to an RSS Feed

Here's how to subscribe to an RSS feed from Gale:

  1. Perform a search using any of the search types to search for the information for which you want to receive an RSS feed; you may use any type of search criteria, including search limiters.
  2. On the Search Results page, click the Search Alert/RSS Feed tool.



  3. The Create Search Alert window will open. You will use the lower part of the screen, which is called "RSS Feed."



  4. To subscribe to the RSS feed, copy all the text beginning with "http://" from the Feed URL box and paste it into the application you use as your RSS reader or news aggregator. (For example: Bloglines, Cannabis, Feedreader, Google Reader, SharpReader, and many, many others.)

Note that the request window will contain information on both search alerts and RSS feeds. When requesting an RSS feed, ignore the search alert fields.

RSS Feed Results on the Home Page of this Product

Optionally, you may select a tab to have the feed appear on the home page of this product (this feature is not available for all database products). Here's how:

  1. Perform a search using any of the search types to search for the information that want to view the home page each time you are logged into your Gale user account. You may use any type of search criteria, including search limiters.
  2. On the Search Results page, click the Search Alert/RSS Feed tool.
  3. The Create Search Alert window will open. You will use the lower part of the screen, which is called "RSS Feed."
  4. Using the Add this RSS feed to the home page of your product drop-down list, select which tab you would like the search results to appear.



  5. Keep the default RSS Feed Name or enter a different name. This will become the name of the tab that appears on the home page.



  6. Click Save.
  7. If you navigate to the product home page, you will see the customized tab.



RSS Feeds on the My Account Page

The RSS information displayed on the My Account page shows the RSS feeds you have created to appear as tabs on the home page.

Clicking the name of the RSS feed from the "RSS Feeds" box in the main part of the My Account page re-runs the search and takes you to a Search Results page.

Clicking the RSS Feeds option from the left-hand sidebar menu takes you to the RSS Feeds page.

Below is a sample screen image of the RSS Feeds page. In this example, all three tabs on the home page have been customized by the user:

You may delete individual or all RSS feeds by selecting their check box(es) and then clicking Remove. The Rename box for each feed lets you change the name that will appear on the tab on the product home page. Click Go after entering a new name. Lastly you may change the order of the tabs.

Note: Use your feed reader to cancel the RSS feed subscription from Gale.


Account Preferences Back to Top

Once you have logged in as a Gale user, you can make changes to your account. Here's how:

  1. Click the "Welcome <your name>" link at the top of the screen. If your name is not displayed, it means you have not yet logged in (click here for detailed instructions on how to login).

    Welcome link in upper right-hand corner of the screen

  2. The My Account page page is displayed.
  3. Select Account Preferences from the left-hand sidebar menu.



  4. The Account Preferences page is displayed.



  5. Change your account information as needed.
  6. Click Update when you have finished, or click Cancel to exit without making any changes.

The e-mail address you enter will be used each time you login. It will also be used to e-mail your search alerts, or to retrieve a forgotten password.


Resetting Your Password Back to Top

When you are logging in as a Gale user, a link is provided in case you have forgotten your password. You will be prompted to enter your email address. You must enter the email address you entered when you initially registered; otherwise the system will display an error message.

Security Question

If the system recognizes your email address, it will display the security question you selected during the registration process. Answer the question and click Submit.

Receive an Email Message

The system will send an email message so that you can reset your password. Follow the instructions provided.


Logging Out Back to Top

When you click the Logout in the upper right-hand corner, you may be presented with any or all of the following choices: to go to your library's home page, start a new session, or close the window and exit this Gale database.

If you had signed in as a registered Gale user, logging out ends your user session. Any items you saved into folders and any customized RSS feeds added to the home page will be available the next time you login.

Always make sure to click Logout to close your registered user session so other users at a public computer terminal (such as in the library) cannot access your settings.