Differences

This shows you the differences between two versions of the page.

--- eds_admin_management [2020/04/07 16:26]
jmulvaney [EDS & eJournal Content]
+++ eds_admin_management [2020/11/16 16:57]
jmulvaney [EDS & eJournal Content]
@@ Line 17: / Line 17: @@
 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.
    * UMass: Link to Resource (Aleph Holdings Record Links)
-       * 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.
+       * 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.
    * HTML Full Text/PDF Full Text Links (Smart 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. //Unsure whether HLM affects this or if the data comes from the EJS knowledgebase (EBSCONet).//
+       * 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.
    * Linked Full Text (Smart Linking+)
-       * These appear when EDS wants to link us to something we buy from EBSCO, but that they do not publish.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 the EJS Knowledgebase (EBSCONet) and **NOT** HLM.
+       * These appear when EDS wants to link us to something we buy from EBSCO, but that they do not publish.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.
-         * Since we have disabled order integration for the FTF Migration, we will no longer encounter Linked Full Text button in our Live EDS profile.
+         * 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.
@@ Line 77: / Line 77: @@
   * 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 the wiki for more information about content. It is not actually that helpful.
+    * 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 113: / 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 123: / Line 126: @@
 ==== Enabling Metadata ====
 Like SFX, enabling metadata is a three step process.
-   * First, navigate to the EDS Wiki to see if the resource is a partner with EBSCO. As long as the resource is partnered, they should be on the Database list. Check for what sort of metadata is provided on the [[http://edswiki.ebscohost.com/EBSCO_Discovery_Service_Wiki | EBSCO Wiki.]]
+   * First, navigate to EBSCO Connect. As long as the resource is partnered, they should be on the Database list. Check for what sort of metadata is provided on [[https://connect.ebsco.com/s/article/EBSCO-Discovery-Service-Partner-Database-Information | EBSCO Connect.]]
-       * Under Content & Searching, choose "Partner Database Information" to see the partner spreadsheet.
+       * Use the link to download the actual spreadsheet that used to exist on the EDS Wiki.
                * If it isn't on the spreadsheet then it can't be activated in EDS. Make a note in CORAL.
                * If it is, check to see what sort of metadata is actually provided to EBSCO.
@@ Line 166: / Line 169: @@
 ^ Basic Setting Field ^ UMA Global Setting ^ Notes ^
-| Link Name | **Leave This** | Especially if it is "managed" by EBSCO |
+| Link Name | **Please use existing convention** | EBSCO confirmed this doesn't affect settings. |
 | Managed By | **N/A** | EBSCO doesn't manage activation, they just make global updates. |
 | Customize Link | **Leave This** | as EBSCO Managed or else we will not receive the global updates. |
-| Category | TBD |
+| Category | **Leave as whatever is configured.** |
 | Link text | **Connect to Resource** | This is the most common language.|
 | Mouse-Over Text | **Connect to Resource in (Resource Name)** | This will be on links and images. |
@@ Line 178: / Line 181: @@
 ^ Advanced Settings Field ^ UMA Global Setting ^ Notes ^
 | Mandatory Fields | **DO NOT CHANGE** | This is part of the linking that EBSCO manages |
-| Window Properties | TBD |  |
+| Window Properties | **DO NOT CHANGE** |  |
 | Display in New Window | **ALWAYS YES** | |
-| Window Name | TBD | |
+| Window Name | **DO NOT CHANGE** | |
 | Hide Link if Full Text | **ALWAYS NO** | (ILL is the only one set to Yes) |
-| Show Link | **ALWAYS "If Item is in Collection"** | |
+| Show Link | **USUALLY "If Item is in Collection"** | (Some CLs do not rely on Local Collections and need to be set to all. ILL or MathSciNet for example.)|
 | Local Collections for Filter | **USE CTRL+CLICK** | Select what we own. LCL will start with UMAAH. |
 | Show on Results List | TBD |  |
 | Show on Publication Detail | TBD |  |
-| Show on Detailed Record | TBD |  |
+| Show on Detailed Record | **YES** | This is so the advanced record can have a Link |
-| Show in Publication Finder Results | TBD |  |
+| Show in Publication Finder Results | **NO** | Rely on HLM |
-| Show in Publication Finder Details | TBD |  |
+| Show in Publication Finder Details | **NO** | Rely on HLM |
 | Show in Catalog Holdings Table | TBD |  |
 | Mandatory Data for Display in Catalog Holdings Table | TBD |  |
@@ Line 197: / Line 200: @@
    * Once you have made the changes you need, be sure to click submit at the bottom of the page.
-   * 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.
+   * Put the name of the LCL Collection from the Editing Window in the "EDS Metadata & Linking" note on the FOLIO Agreement Line for the resource. Mark the "Data Integration" section EDS=CL to Yes.
 ==== CustomLink Rankings ====
@@ Line 214: / 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 241: / Line 245: @@
 ===== Deleting CustomLinks =====
 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.
+  * This no longer appears to work as of June 2020. Please use the "Removed" naming convention to keep the unused CLs at the bottom of the list.
 ===== 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.
+eJournal content is managed through the connection to [[hlm_admin_maintenance|HLM]]. Titles with specific material types enabled in HLM appear in the exact match eJournal placard in EDS.
-  * 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: 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. Ask Steve Bischof for more information.
-  * Once we migrate to FTF this will change.
+        * Once we migrate to FTF this will change as the connection will be 1:1 at all times.
+  * This is only for the SFX CL available in EDS. There are two in use for EHOST which are set to always display and do not rely on a curated local collection.