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eds_admin_management [2021/02/01 14:57] jmulvaney [UMass SCUA Digital Collections (ir01012a)] |
eds_admin_management [2021/03/25 15:50] jmulvaney [CustomLink Rankings] |
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* We have opted not to use the top ribbon Ask-a-Librarian link. | * 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. | * 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." | * Our label is "Discovery Search: Find books, articles, DVDs & more." | ||
* Basic Search | * Basic Search | ||
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* Leave this checked as enhanced so that we can control more. | * Leave this checked as enhanced so that we can control more. | ||
* Top Branding | * 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 | * 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. | * 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. | ||
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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. | 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. | * To create a local collection, you must first have some sort of datafile from a publisher platform. | ||
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==== Enabling Metadata ==== | ==== 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.]] | * 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. | * Use the link to download the actual spreadsheet that used to exist on the EDS Wiki. | ||
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* **ALWAYS LEAVE THE NEW CONTENT AUTO. ENABLED SET TO "NO"** | * **ALWAYS LEAVE THE NEW CONTENT AUTO. ENABLED SET TO "NO"** | ||
* Each database has an ID. | * 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 | * ir* prefix is one of the 5C institutional repositories | ||
* eds* prefix means the database collection was created by EBSCO. | * eds* prefix means the database collection was created by EBSCO. | ||
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* Scroll down and click submit at the bottom of the page. | * 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 | * 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 ==== | ==== CustomLink Creation ==== | ||
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* Click "Add new CustomLinks" | * 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. | * 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. | * 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. | * To add a new CustomLink, find it on the list, check the box at the left, and click submit. | ||
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^ Basic Setting Field ^ UMA Global Setting ^ Notes ^ | ^ 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. | | | 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. | | | Customize Link | **Leave This** | as EBSCO Managed or else we will not receive the global updates. | | ||
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* Once you have made the changes you need, be sure to click submit at the bottom of the page. | * 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 ==== | ==== CustomLink Rankings ==== | ||
The final step is assigning a ranking to whatever metadata you just enabled. | The final step is assigning a ranking to whatever metadata you just enabled. | ||
* Navigate back to the Linking Tab | * 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 | * 10 = Paid publisher subscriptions | ||
* 20 = Publisher hosts (Ingenta, Highwire, etc.) | * 20 = Publisher hosts (Ingenta, Highwire, etc.) |