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eds_admin_management [2019/04/10 14:48]
jmulvaney
eds_admin_management [2019/04/10 14:56]
jmulvaney
Line 108: Line 108:
        * 80 = Reviews        * 80 = Reviews
    * Once you've assigned or changed a ranking, scroll down to the bottom of the page a click submit.    * Once you've assigned or changed a ranking, scroll down to the bottom of the page a click submit.
 +   * Put the name of the CustomLink from the Ranking Screen in the "EDS CL Name" note in the Access Tab of CORAL. Also mark what the ranking is.
 +
 +===== Renewal Procedures =====
 +Checking renewals in EDS is actually easier than SFX. Since for the time being we don't really know what the metadata inside a DB is, we don't have to worry about changing content. There'​s a quick three step process for processing a renewal when it shows up in your CORAL queue.
 +
 +==== Checking Metadata ====
 +   * Check the Access Tab in CORAL to see if the resource is activated in EDS
 +       * If it is, go to the Admin and make sure the metadata is still enabled.
 +           * Put the name of the Database from the DB Tab in the "EDS DB Name" note in the Access Tab of CORAL. Mark the "Data Integration"​ section EDS=DB to Yes.
 +       * If it is not, go to the Wiki and check to see if the publisher has partnered with EBSCO to share metadata. If they have, use the process outlined above.
 +           * If they are not a partner, make sure the Data Integration note is correct, and leave an EDS General Note saying they aren't partners.
 +               * Skip the rest of these steps and mark the Workflow step complete. ​
 +
 +==== Checking CustomLinks ====
 +   * If the resource is activated in EDS, check the CustomLink settings to make sure they reflect the notes above.
 +       * Make sure that all the correct LCL Collections are selected if it is a resource like HeinOnline, where new collections may have been added to our subscription. Use the instructions above.
 +   * Put the name of the LCL Collection from the Editing Window in the "EDS LCL Collection"​ note in the Access Tab of CORAL. Mark the "Data Integration"​ section EDS=CL to Yes.
 +
 +==== Checking Rankings ====
 +   * If the CustomLink is configured correctly, check the ranking to make sure that it reflects the list above.
    * Put the name of the CustomLink from the Ranking Screen in the "EDS CL Name" note in the Access Tab of CORAL. Also mark what the ranking is.    * Put the name of the CustomLink from the Ranking Screen in the "EDS CL Name" note in the Access Tab of CORAL. Also mark what the ranking is.
  
eds_admin_management.txt · Last modified: 2022/08/16 15:05 by jmulvaney
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