Differences

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--- eds_admin_management [2019/04/29 14:19]
jmulvaney
+++ eds_admin_management [2019/05/14 12:07]
jmulvaney [Creating Local Collections]
@@ Line 3: / Line 3: @@
 Management of content in EDS means balancing the combination of EBSCO published (EBSCOHost) and non-EBSCO published metadata. EBSCO "manages" metadata and access issues in the same way that ExLibris maintains the back end, but we still have to activate targets to create access. Enabling metadata in EDS follows a three step process that must all be completed for something to be correctly searchable. Once something appears in your CORAL queue then you can start the process of enabling metadata.
+**Also See**
+  * [[hlm_admin_maintenance|HLM Admin Maintenance]]
+  * [[ebsco_regular_tasks|EDS & HLM Regular Tasks]]
 ==== Searching, Results, Delivery, etc. Tabs ====
 The Searching tab contains all the functionality for basic and advanced searching in EDS. Like searching, the Results tab contains all functionality for adjusting how search results are displayed to the end users. The Delivery Options tab changes what end users see for options to interact with a record in EDS. Changing any of these settings **will** affect end users, and should never be done without testing the outcome first.
@@ Line 47: / Line 50: @@
   * Subject Indexes: Includes databases that do not work directly with discovery services,  such as: America: History & Life, Art Abstracts, Atla Religion Database, Biological Abstracts, CAB Abstracts, CINAHL, EconLit, PsycINFO, RILM Abstracts of Music Literature, and more.
+==== Creating Local Collections ====
+Local collections of content can be created to populate the LCL Collections select box in a CustomLink editing view. Some CustomLinks require creation of LCL collections to facilitate linking (Lit .Crit. Online, JSTOR Books) and some LCL collections are created for when we have a very small subset of whatever LCL collection is being offered in EDS.
+  * To create a local collection, you must first have some sort of datafile from a publisher platform.
+      * A title list, KBART or CSV export, etc.
+      * It should at least include IS*N and a title.
+          * Other information like date thresholds, call numbers (for print), holdings notes should be created prior to upload. See Kat for more details.
+      * Save whatever file you have as a .txt tab delimited format
+          * **DO NOT INCLUDE THE FIRST LINE AS A HEADER**
+  * Go to the EBSCOAdmin and choose "Local Collections" from the menu ribbon.
+  * First select Add a New Collection
+      * You must create an ID and Description. The ID character limit is very small.
+      * Include Alternate ISSNs is selected as a default. If the content is mixed media or eBooks turn this off.
+      * Submit
+  * Find the collection line and click "Go"
+  * Now you need to actually upload the titles into the LCL Collection
+      * Choose "Upload Local Titles" above the Browse bar and collection name.
+          * Leave the File Type as Tab Delimited
+          * File Encoding refers to the characters of the text. If there are non latin letters they are considered encoded. For example, German umlauts are encoded as UTF-8. View the [[https://connect.ebsco.com/s/article/What-is-the-Field-Encoding-field-when-I-upload-a-Local-Collection-in-EBSCOadmin|Field Encoding Page]] for specific coding types.
+          * Take the Collection ID you created from the step above
+          * Indicate which columns reflect which field.
+              * Column numbers must be surrounded in Brackets.
+          * Update Mode: Append is for adding content, Replace is for overwriting existing content. Use append for new LCL collections or small additions.
+          * Attach the file and leave an email to be notified by
+      * Submit
+  * Once the titles are added you can select the LCL collection in a CustomLink editing screen.
 ===== Enabling a New Resource =====