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--- eds_admin_management [2020/11/18 14:30]
jmulvaney
+++ eds_admin_management [2021/03/25 15:51]
jmulvaney [CustomLink Rankings]
@@ 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 82: / Line 80: @@
 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.//
+//Consider sending files to Support 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.
@@ Line 124: / Line 122: @@
 ==== Enabling Metadata ====
-Like SFX, enabling metadata is a three step process.
+Enabling metadata is a three step process.
    * 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.]]
        * Use the link to download the actual spreadsheet that used to exist on the EDS Wiki.
@@ Line 137: / Line 135: @@
            * **ALWAYS LEAVE THE NEW CONTENT AUTO. ENABLED SET TO "NO"**
        * Each database has an ID.
-           * cat* prefix means UMass/FCC print holdings (Aleph Data)
+           * cat* prefix means UMass/FCC print holdings (Catalog Data)
            * ir* prefix is one of the 5C institutional repositories
            * eds* prefix means the database collection was created by EBSCO.
@@ Line 149: / Line 147: @@
        * Scroll down and click submit at the bottom of the page.
            * If it is already enabled go ahead and move on and set up the CustomLink
-   * Put the name of the Database from the DB Tab in the "EDS DB Name" note in the Access Tab of CORAL. Mark the "Data Integration" section EDS=DB to Yes.
+   * Record the name of the Database from the DB Tab in the "Discovery Details" note in FOLIO. Mark the "Data Integration" section EDS=DB to Yes.
 ==== CustomLink Creation ====
@@ Line 157: / Line 155: @@
    * Click "Add new CustomLinks"
        * This list includes CLs added "for us" by EBSCO during the implementation as well ones added during several years of renewals.
-           * Deactivated databases should always be removed from the CL list
+           * CLs cannot actually be deleted if a resource is cancelled or removed from EDS.
            * Anything with the UMAAH tag was created for us by EBSCO. If there are dupes, the content needs to be matched and then ask Kat about deleting the one without a UMAAH.
    * To add a new CustomLink, find it on the list, check the box at the left, and click submit.
@@ Line 168: / Line 166: @@
 ^ Basic Setting Field ^ UMA Global Setting ^ Notes ^
-| Link Name | **Please use existing convention** | EBSCO confirmed this doesn't affect settings. |
+| Link Name | **Please use existing convention** | EBSCO confirmed this doesn't affect settings. [UMAAH] EDS - PUBLISHER|
 | 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. |
@@ Line 199: / Line 197: @@
    * 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 Metadata & Linking" note on the FOLIO Agreement Line for the resource. Mark the "Data Integration" section EDS=CL to Yes.
+   * Put the name of the LCL Collection from the Editing Window in the "Discovery Details" note in FOLIO. Mark the "Data Integration" section EDS=CL to Yes.
 ==== CustomLink Rankings ====
 The final step is assigning a ranking to whatever metadata you just enabled.
    * Navigate back to the Linking Tab
-       * Once you've create a new CutomLink it will appear automatically at the bottom of the list. Assign it a ranking based on the list below.
+       * Once you've create a new CustomLink it will appear automatically at the bottom of the list. Assign it a ranking based on the list below.
-   * The ranking of CustomLinks is loosely based on SFX sort_services.config ranking.
+   * The ranking of CustomLinks is loosely based on older SFX sort_services.config ranking.
-       * 0  = Aleph Data, EBSCO Services
+       * 0  = Catalog Data, EBSCO Services
        * 10 = Paid publisher subscriptions
        * 20 = Publisher hosts (Ingenta, Highwire, etc.)
@@ Line 218: / Line 216: @@
        * 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.
+   * Put the name of the CustomLink from the Ranking Screen in the "Discovery Details" note in FOLIO. Also mark what the ranking is.
        * 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.
+           * Only one CustomLink will ever show on an EDS Metadata Record.
 ==== Deleting CustomLinks ====
@@ 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 360: / Line 374: @@
   * 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.
-==== Custom Branding ====
-  * Custom Branding for EDS lives in the [UMAAH] EDS Active bottom branding document.
-      * Bob created a script in order to proxy SmartLinks+ (Linked Full Text)
-      * There is script to capitalize words in the Location Limiter
-      * Chad created a script to sort UMA content above the other schools in the RTAC
-      * Chad also created a script to replace the new search button with a clear search button
-      * We use the favicon switcher app to get the UM logo in the browser tab
-      * Unclear what the auto-select limiter is
-      * Unclear if the Modify PFI Exact Match placard still works
-      * Kat added script so we can use Google Analytics on EDS (Pending)
-      * Kat also created the script to allow for LibAnswers to be embedded on the right side
-  * Deprecated Branding
-      * 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
 ==== Widgets ====