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--- eds_admin_management [2020/11/16 16:56]
jmulvaney [CustomLink Editing]
+++ eds_admin_management [2020/11/18 17:01]
jmulvaney [UMass and Five College Catalog (cat06087a)]
@@ Line 5: / Line 5: @@
 **Also See**
   * [[hlm_admin_maintenance|HLM Admin Maintenance]]
-  * [[ebsco_regular_tasks|EDS & HLM Regular Tasks]]
 Per Steve, here’s how records get from Aleph to EDS:
@@ Line 11: / Line 10: @@
 "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 ====
+==== EDS Profile Overview ====
 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 25: / Line 24: @@
    * 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.
@@ Line 33: / Line 33: @@
   * Link Activity
       * Where they actually go
 ==== Updating Branding ====
 Video documentation can be found at the various EBSCO support sites.
@@ Line 51: / Line 52: @@
        * 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
+  * Custom Branding
-       * We have made extensive changes to the bottom branding. Most important are:
+      * Bob created a script in order to proxy SmartLinks+ (Linked Full Text)
-         * Capitalize Location Limiter
+      * There is script to capitalize words in the Location Limiter
-           * Unclear if this is for the breadbox limiters or in the advanced search screen
+      * Chad created a script to sort UMA content above the other schools in the RTAC
-         * RTAC Sorter App
+      * Chad also created a script to replace the new search button with a clear search button
-           * Sorts UMass Sub-Libraries to the top of the RTA
+      * We use the favicon switcher app to get the UM logo in the browser tab
-         * Changes clear button to new search
+      * Unclear what the auto-select limiter is
-         * Favicon Switcher App
+      * Unclear if the Modify PFI Exact Match placard still works
-           * Changes the browser tab icon to the "M"
+      * Kat added script so we can use Google Analytics on EDS (Pending)
-         * Auto Select Limiter
+      * Kat also created the script to allow for LibAnswers to be embedded on the right side
-           * Unclear
+  * Deprecated Branding
-         * Modify PFI Exact Match Placard
+      * Courtney created script so we could have a banner alerting patrons to no borrowing during the early pandemic. It is saved in the DRMS Shared Google Drive
-           * 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 222: / Line 219: @@
        * Linking in EDS tries to match a partner database with the CustomLink for the same partner, but if something is ranked higher than that partner full text may be found elsewhere and prioritized. For example, a record could come from aggregator metadata like Gale's, but since individual publishers are ranked higher an Accessible Archives CL could provide the actual full text.
            * Only one CustomLink will ever show.
+==== 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.
 ===== Renewal Procedures =====
@@ Line 243: / Line 244: @@
    * 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.
-===== Deleting CustomLinks =====
+===== General EDS Procedures =====
-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.
+There are not many formal procedures for EDS, but some will need to be created post-FOLIO
-  * 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.
+==== Quality of Metadata & Linking ====
+TBD
+==== Open Access Metadata & Linking ====
+TBD
+===== EBSCO Regular Tasks =====
+There are some regular maintenance things that need to be done to make sure that EDS is up to date.
+==== CustomLink Checking ====
+  * Once a year, all ranked CustomLinks should be checked to make sure that they conform to the UMAAH naming system, link language and hover text should be reviewed to ensure it matches (except where there is an icon), lcl collections should be verified, and the proxy settings should be checked to make sure it is correctly toggled.
+==== Test Profile Review ====
+  * Once a year, all profiles in all Site/Groups should be reviewed. Only 1 profile of each type of EDS interface should be preserved in the Test Group UNLESS there is an active project being worked on with EBSCO. The live profile data should be copied down on to the test profiles to make sure they are correct.
+      * To avoid confusion, all test profiles should be descriptively named and ideally should include a date. If there is longer term testing (like during the FTF migration) and entirely new group should be created to keep the profiles separate.
+==== EBSCOhost versus Unique Profiles ====
+  * Once a year, the EBSCOhost resources which reside outside the main EHOST profile should be reviewed to make sure that the settings, linking, and branding match the rest of the UMAAH EBSCO environment. URLs should be double checked in all systems. If something is broken, check with Jennifer Friedman to hear from the Liaisons. Do NOT preserve broken profiles in the Main User Group.
+===== Custom Catalog & Institutional Repositories =====
+We maintain custom location lookup tables for the catalog and for our Institutional Repositories in EDS.
+==== UMass and Five College Catalog (cat06087a)	====
+**This catalog is for ALEPH data. There will be changes once we migrate to FOLIO.
+**
+=== Location Lookup Tables ===
+The location lookup table for the physical spaces of the Five Colleges need to be updated periodically based on changes to Aleph collection codes and SubLibraries.
+  * This is something coordinated through Five College Discovery Committee. When new collections or locations are created or deleted, let DRMS know and we can work to update them with EBSCO.
+==== UMass SCUA Digital Collections (ir01012a) ====
+**This isn't working with newer versions of excel**
+=== Location Lookup Tables ===
+Twice a year, the SCUA location lookup table (for limiting by collection in the advanced search window) needs to be updated to catch new collections and resources added to Credo.
+  * Go to the URL Aaron created to access the OAI endpoint. (It is stored in JGMs calendar invite.)
+      * Save (right click) as an XML file
+      * Open a blank Excel File
+      * Open the XML File (not through the data tab, but underl File > Open)
+      * Allow Excel to open the file as an XML table, and to create its own Schema. (Click OK twice.)
+  * Copy and paste the data into a new tab to sever the link with the XML File
+  * Open the credo_lookup_table document.
+      * DRMS Drive > EDS > Institutional Repository and Catalog > SCUA Lookup Table Updates Folder
+          * The documents inside are the ones sent to EBSCO. Find the latest.
+          * **If the number of rows match between the two worksheets (new and old) you don't have to continue.**
+  * Remove the first three columns and the final column from the new data
+      * These are identifiers and descriptions that are not needed for EDS.
+  * Set up the headers for the file to send to EBSCO (Steal it from the old document)
+      * ns1:setSpec : Name in Data
+      * Insert Blank Column: Facet Display
+      * ns1:setName : Full Display
+      * ns1:setName : Limiter
+      * Limiter: ns1:setName (Copy the entire column)
+  * The Second Column (Facet Display) needs to be created manually
+      * Copy the column from the old document send to EBSCO
+      * Find the places where the changes happened. (//For Dec. 2019 the new additions were all at the bottom of the file//
+          * Insert a Cell and create a new Facet Display Name
+      * Save the Excel spreadsheet and then save it as a .txt file
+  * Email the document to Support to submit it.
+      * "Hello, Could the attached file be used to update the location lookup table for UMAAH ir01012a (UMass SCUA Digital Collections)? Thanks! Jack"
+**Workaround**
+  * Go to the URL Aaron created to access the OAI endpoint. (It is stored in JGMs calendar invite.)
+    * Scroll to the bottom of the XML Tree
+    * Compare the final collection to the most recent file sent to EBSCO (As of 20200612 it is Silvio O. Conte)
+      * Check DRMS Drive or EBSCO Connect
+    * If they match, no new collections have been added
+      * If they don't, use the formatting mentioned above and create a new lookup table with additional collections appended to the older version. Send to EBSCO as outlined above.
+==== UMass ScholarWorks (ir00062a) Location Lookup Tables ====
+TBD pending fix by EBSCO in 2020.
+===== LCL Collection Updates =====
+These are to update specific LCL collections created for linking to full text in EDS. It is easiest to send title lists to Bob. Title and Identifier are the required fields.
+==== Literature Criticism Online ====
+Once a year after Spring renewals the LCL collection created for the Literature Criticism Online CustomLink should be updated. Visit [[http://go.galegroup.com/ps/titleList.do?actionString=DO_FETCH_USER_EBOOKS&userGroupName=mlin_w_umassamh&inPS=true&prodId=LCO|the Resource page]] and click on "What's Inside" under the basic search bar. Export the title list for our databases.
+  * Remove everything but the ISBN and the Title
+      * Edition statements will not be included in the file Bob Uploads as they are not supported.
+  * Save the entire export as a Tab Delimited .txt document
+  * Go to EBSCOAdmin and then the Local Collections Tab
+      * Click the "Go" for the 2019Apr29LitCritEbookCollection
+  * To overwrite the existing local collection, choose upload local titles at the top of the screen.
+      * Make sure the Collection ID is correct (2019LitCri)
+      * Make sure the Column Identifiers are correct.
+          * The column number needs to be in brackets.
+      * Make sure the radio button for "Replace is selected"
+          * This will overwrite everything
+      * Upload the file
+      * Submit
+==== Gale eBooks (GVRL) ====
+  * Coordinate with the UM Batch Services Team
+    * We manage a local collection for chapter level linking.
+    * Get data from Jennifer E. from the MARC files
+        * Title, Print + Electronic ISBN
+    * Edition statements will not be included in the file EBSCO Uploads as they are not supported.
+  * Be sure to have EBSCO replace the existing LCL collection as there are deletes. Do NOT use the older versions of the local collections.
+==== Newsbank Content ====
+Newsbank Titles 7/10/2020 (nwsbank2)
+  * A KBART entitlements request can be made to Newsbank, which will cover ALL Newsbank content, not just our Access World News Subscription. The file should be shared to EBSCO as part of the renewal cycle to have a brand new local collection created. The older version can be deleted.
+==== Ovid eJournal Content ====
+[UMAAH] Journals at Ovid (MANAGED: Do Not Edit!) (ovid)
+  * An entitlements file can be downloaded from Ovid and given to EBSCO. This should ideally be updated once a year as part of the renewal cycle.
+==== ASTM Compass Content ====
+ASTM holdings (MANAGED: Do Not Edit!) (astm)
+  * This local collection is NOT easy to create but should be relatively stable. A holdings file can be downloaded from the ASTM Compass site and the passed on to EBSCO if it needs to be refreshed.
+==== MaryAnn Leibert eJournal Content ====
+Mary Ann Liebert Journals May 2019 (maliebj519)
+  * Consider deleting this LCL collection and removing the MAL CustomLink from the ranking after FTF Migration
+===== UMass Customizations to EDS =====
+==== Catalog Customizations ====
+There are a number of customizations and configurations we have made to our catalog in EDS. They have to be managed through the EDS Catalog Team or the LSE's.
+  * Catalog Boost
+      * Our catalog is set to be boosted in relevance above EDS metadata
+  * PubType Mappings
+      * Managed as part of Five College Discovery. Documentation is stored in the FCDC shared Google Drive. Our mapping dictates what MARC generates specific EDS PubTypes and also has a bearing on the Source Type Filter
+  * 856 Link Languages
+      * Managed as part of Five College Discovery. Documentation is stored in the FCDC shared Google Drive. Our stanza is based on certain language in the 856 of the holdings record which will allow the URL to display (UMass: Link to Resource)
+  * Deprecated Customizations
+      * EBSCOHost eBook Filter - previously Aleph records for EBSCO EBooks were filtered out but this was causing other issues so we disabled it. The records delivered by GOBI will be duplicated with metadata direct from EDS.
+==== Widgets ====
+  * &nbsp;
+      * Controls the three search widgets in the right hand column (Google scholar, CommCat, WorldCat) and named for the non character space so it doesn't have a word.
+      * Be sure to keep it set to Default to Open
+  * Text this...
+      * Text call number to phone. If we want to customize it we need to work with EBSCO
+  * Springshare Placard
+      * After the 6th result, Database A-Z assets and LibGuides will appear for relevant search results.
+  * MathJaxResult
+      * Allows MathML in EDS metadata to be correctly parsed.
+  * Deprecated Widgets: DO NOT SHOW
+      * Provide Feedback
+      * Continue Search in WorldCat
+      * Database Placard
 ===== 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. 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.