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--- eds_admin_management [2020/11/18 13:54]
jmulvaney
+++ eds_admin_management [2021/03/25 15:45]
jmulvaney [Updating Branding]
@@ Line 10: / 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 24: / 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 32: / Line 33: @@
   * Link Activity
       * Where they actually go
 ==== Updating Branding ====
 Video documentation can be found at the various EBSCO support sites.
@@ Line 40: / Line 42: @@
        * 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.
+       * The only customized button we have in the ribbon is for the A-Z eJournal Search (Publication Finder). There are several defaults that could be turned on.
        * Our label is "Discovery Search: Find books, articles, DVDs & more."
    * Basic Search
@@ Line 47: / Line 49: @@
        * 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 URL: The URL for the actual image. These need to be updated when the University changes its branding. Submit a ticket through WebHelp for Josh to get updated URLs hosted on the library website server.
        * 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 245: / Line 243: @@
    * 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.
+===== General EDS Procedures =====
+There are not many formal procedures for EDS, but some will need to be created post-FOLIO
+==== 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 and HLM are up to date.
+There are some regular maintenance things that need to be done to make sure that EDS is up to date.
 ==== CustomLink Checking ====
@@ Line 259: / Line 266: @@
   * 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.
-===== Location Lookup Tables =====
+===== Custom Catalog & Institutional Repositories =====
 We maintain custom location lookup tables for the catalog and for our Institutional Repositories in EDS.
-==== FCC Location Lookup Tables ====
+==== 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.
-==== SCUA Location Lookup Tables ====
+==== 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.)
@@ Line 297: / Line 309: @@
   * 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)
+    * Compare the final collection to the most recent file sent to EBSCO (As of 20210201 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.
-==== ScholarWorks Location Lookup Tables ====
+==== UMass ScholarWorks (ir00062a) Location Lookup Tables ====
-TBD pending fix by EBSCO in 2020.
+**TBD pending fix by EBSCO in 2020.**
+=== Location Lookup Tables ===
+Currently we have all locations mapping to a single collection.
 ===== 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.
@@ Line 335: / Line 349: @@
 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 =====