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--- eds_admin_management [2019/06/07 18:40]
jmulvaney [CustomLink Rankings]
+++ eds_admin_management [2020/06/12 16:54]
jmulvaney [Direct URL Building]
@@ Line 6: / Line 6: @@
   * [[hlm_admin_maintenance|HLM Admin Maintenance]]
   * [[ebsco_regular_tasks|EDS & HLM Regular Tasks]]
+Per Steve, here’s how records get from Aleph to EDS:
+"We run a job on ALEPH every day (except Sundays) at about noon which finds any bibs or holdings that have been added, deleted or edited within the past 3 days.  The reason we wait till the next day is we wait for the union view process in ALEPH to run its overnight process.   The process collects a union-view bib for those records, the preferred full bib with holdings location/url data attached (852/856) and send them to EBSCO via FTP. EBSCO gets these records by early afternoon and they are generally loaded in EDS by late afternoon."
 ==== 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.
 ==== Understanding Linking ====
-Linking through EDS is rather complex, and has a variety of methods. This is due to our relationship with EBSCO as a publisher, a subscription agent, and as a discovery service. Basically there are three different types of links.
+Linking through EDS is rather complex, and has a variety of methods. This is due to our relationship with EBSCO as a publisher, a subscription agent, and as a discovery service. Basically there are four different types of links.
-   * HTML Full Text/PDF Full Text Links (Called Smart Links)
+   * UMass: Link to Resource (Aleph Holdings Record Links)
-       * These appear when EBSCO has the content relating to whatever record you are viewing in one of the databases they publish and you subscribe to. It is one of the most common links users see in EDS.
+       * Metadata provided from MARC records in Aleph with 856's from the holdings record powering the linking. For eResources, these links appear for cover records and batch loads. The Link brings you directly to content at the publisher site. This form of linking is managed via 2 CustomLinks created for our Admin, one is for the brief record and the other is for advanced. We provide a stanza of link language to determine which 856's get pushed to patrons (so for instance a MHC Springer eBook link does not appear but a 5C Free eResource link will.) These stanzas are stored in the FCDC Drive.
-   * Smart Link Plus (Shown as Linked Full Text)
+   * HTML Full Text/PDF Full Text Links (Smart Links)
-       * These appear when EDS wants to link us to something we buy from EBSCO, but that they do not publish. This is for things like eJournals, packages, etc.
+       * These appear when EBSCO has the content relating to whatever record you are viewing in one of the databases they publish and you subscribe to. It is one of the most common links users see in EDS. These links appear regardless of metadata source.
-   * CustomLinks (UMlinks, ILL Request, Catalog Links, Connect to Resource, Configured Publisher Icon)
+   * Linked Full Text (Smart Linking+)
-       * These are also very popular, as they are everything we have that is in EDS, but that we don't pay EBSCO for.
+       * These appear when EDS wants to link us to something we buy from EBSCO, but that they do not publish. This is for things like eJournals, packages, etc. These links are powered by a system that lives in between EBSCONet and EDS, and **NOT** HLM. It is not tied to order integration in HLM.
+         * SL+ was disabled during the Spring Semester 2020 as part of the FTF migration. Terry Walsh turned it back on in June 2020.
+   * CustomLinks (Including: UMlinks, ILL Request, Catalog Links, Connect to Resource, Configured Publisher Icon)
+       * These are managed by UMass to facilitate full text linking to content we subscribe to outside of EBSCO (although this is not a hard rule.) If there is not a Smart Link, SmartLink+, or CustomLink, then the SFX or ILL button will appear on a record.
 ==== EDS Statistics ====
 At the moment we are not tracking statistics from EDS. Video documentation can be found at the various EBSCO support sites.
+  * Interface Usage Report
+      * How many searches, sessions, Abstracts viewed, etc
+  * Database Usage Report
+      * What is providing Full Text and where are people linking from
+  * Link Activity
+      * Where they actually go
 ==== Updating Branding ====
 Video documentation can be found at the various EBSCO support sites.
@@ Line 32: / Line 44: @@
        * 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.
+       * We used the advanced search in EDS, any changes made to this field will not actually display to patrons.
    * Additional Options
        * Leave this checked as enhanced so that we can control more.
@@ Line 40: / Line 52: @@
        * 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.
+       * We have made extensive changes to the bottom branding. Most important are:
+         * Capitalize Location Limiter
+           * Unclear if this is for the breadbox limiters or in the advanced search screen
+         * RTAC Sorter App
+           * Sorts UMass Sub-Libraries to the top of the RTA
+         * Changes clear button to new search
+         * Favicon Switcher App
+           * Changes the browser tab icon to the "M"
+         * Auto Select Limiter
+           * Unclear
+         * Modify PFI Exact Match Placard
+           * Unclear what this is powering with the new exact match placard
+         * Google Analytics
+           * Not fully configured
+         * Libanswers Ask us Right tab
 ==== EBSCO Core Indexes ====
@@ Line 47: / Line 73: @@
       * There is no way to tell beyond this list what content is in either of these core Indexes. EBSCO keeps it quiet for business reasons. You can always try searching for something in Discovery and limiting to one of these Content Providers to see where the metadata is coming from.
   * eBook Index: Includes metadata and searchable full text for more than hundreds of thousands of eBooks and is designed to facilitate discovery and linking of the eBooks you purchase directly from primary publishers such as Wiley, Sage, Cambridge University Press, and Oxford University Press.
+    * We use "eBook Collection (EBSCOhost) (nlebk)" which is powering our order integration where EBSCO eBook metadata and linking appears in EDS and prevents the related Aleph record from showing.
+    * The actual "eBook Index (edsebk)" is not enabled as it is literally the entire universe of eBook content in EDS. Since we are loading records into Aleph it doesn't need to be on.
   * Academic Search and Business Source: Includes metadata for more than these two resources. EDS suggests that we enable them regardless of subscription.
   * EBSCO Partner Databases: Publishers and databases partnered with EBSCO to provide metadata for EDS searching.
+    * Check EBSCO Connect for more information about content. Unfortunately, very little detail is provided, and there is no signal when content is indexed in one of the larger indexes.
   * 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.
+//Consider sending files to Bob to ensure that the collections will be created successfully.//
   * 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.
@@ Line 84: / Line 116: @@
       * Ignore the Group ID (Despite the two red asterisks, it is not required)
       * Enter our proxy address
-          * silk.library.umass.edu
+          * silk.library.umass.edu/login.aspx?url={targetURL}
       * Select IP Address and User ID/Password as our Authentication Methods
       * Click Generate URL
@@ Line 185: / Line 217: @@
        * 70 = Open access
        * 80 = Reviews
+       * 90 = Indexes (Web of Science/MathSciNet)
    * 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.
@@ Line 210: / Line 243: @@
    * 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.
-===== Creating Local Collections for EDS =====
+===== Deleting CustomLinks =====
-Text
+To delete a CustomLink, you need to remove the CL from the ranking and then go and make edits in the Modify Screen. Remove the (umaah) from the Link Name, toggle the radio button to "Make this link your own (self-managed)." This will cause the screen to reload. Hit submit. Back in the Modify Screen use the "X" button on the far right of the screen and verify with the popup. The CL entry will be removed from the screen.
-  * Text
 ===== EDS & eJournal Content =====
-eJournal content is managed through the connection to [[hlm_admin_maintenance|HLM]]. Titles enabled in HLM appear in the exact match eJournal placard, and allow for SmartLinking Plus.
+eJournal content is managed through the connection to [[hlm_admin_maintenance|HLM]]. Titles enabled in HLM appear in the exact match eJournal placard.
+  * SFX file to EDS for Library Collection Limiter: There is a cron job set up to transfer SFX holdings to EDS for the Library Collection Limiter. The cron runs at 4:01 am every Tuesday to be processed by EBSCO on Wednesdays at 11:00 am. The cron sends an Advanced Export serials file by ftp to EBSCO. See Steve Bischof for more information.
-==== SFX file to EDS for Library Collection Limiter ====
+  * Once we migrate to FTF this will change.
-There is a cron job set up to transfer SFX holdings to EDS for the Library Collection Limiter. The cron runs at 4:01 am every Tuesday to be processed by EBSCO on Wednesdays at 11:00 am. The cron sends an Advanced Export serials file by ftp to EBSCO. See Steve Bischof for more information.