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eds_admin_management [2019/04/10 14:48] jmulvaney |
eds_admin_management [2019/04/11 13:32] jmulvaney |
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| * CustomLinks (UMlinks, ILL Request, Catalog Links, Connect to Resource, Configured Publisher Icon) | * CustomLinks (UMlinks, ILL Request, Catalog Links, Connect to Resource, Configured Publisher Icon) | ||
| * These are also very popular, as they are everything we have that is in EDS, but that we don't pay EBSCO for. | * These are also very popular, as they are everything we have that is in EDS, but that we don't pay EBSCO for. | ||
| + | |||
| + | ==== EDS Statistics ==== | ||
| + | At the moment we are not tracking statistics from EDS. Video documentation can be found at the various EBSCO support sites. | ||
| + | |||
| + | ==== Updating Branding ==== | ||
| + | Video documentation can be found at the various EBSCO support sites. | ||
| + | * First, make sure you are in the EDS profile. Then navigate to the branding tab. | ||
| + | * To modify individual aspects of EDS, click the "Modify" link. | ||
| + | * General Settings | ||
| + | * UMass Branding colors can be [[https://www.umass.edu/brand/ | found here.]] | ||
| + | * We have opted not to use the top ribbon Ask-a-Librarian link. | ||
| + | * We have the "Ask Us" box as a clickable image at the top right. | ||
| + | * The only customized button we have in the ribbon is for the SFX eJournal Search. There are several defaults that could be turned on. | ||
| + | * Our label is "Discovery Search: Find books, articles, DVDs & more." | ||
| + | * Basic Search | ||
| + | * **DO NOT TOUCH.** This HTML code is for the search box on the Library website home page. | ||
| + | * Additional Options | ||
| + | * Leave this checked as enhanced so that we can control more. | ||
| + | * Top Branding | ||
| + | * Library Logo URL: The URL for the actual image. These need to be updated when the University changes its branding. Speak to Development & Communication for high quality image files. | ||
| + | * Library Logo Hyperlink: The library homepage | ||
| + | * Top Right Branding: This can either be a text link, or a hyperlinked image. We use the green "Ask Us" box in lieu of an Ask-a-Librarian button in the top ribbon. | ||
| + | * Bottom Branding | ||
| + | * We have not changed the default bottom branding. | ||
| ===== Enabling a New Resource ===== | ===== Enabling a New Resource ===== | ||
| Line 108: | Line 132: | ||
| * 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. | ||
