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eds_admin_management [2021/03/25 15:44] jmulvaney [Updating Branding] |
eds_admin_management [2021/03/25 15:55] jmulvaney [Checking Metadata] |
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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. | ||
| Line 147: | Line 147: | ||
| * 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.) | ||
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| * 90 = Indexes (Web of Science/MathSciNet) | * 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. | * 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. | * 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 ==== | ==== 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. | 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. | + | * **This no longer appears to work as of June 2020**. Please use the "z [REMOVED]" naming convention to keep the unused CLs at the bottom of the list. |
| ===== Renewal Procedures ===== | ===== Renewal Procedures ===== | ||
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| ==== Checking Metadata ==== | ==== Checking Metadata ==== | ||
| - | * Check the Access Tab in CORAL to see if the resource is activated in EDS | + | * Check the Discovery Details note in FOLIO to see if the resource is activated in EDS |
| * If it is, go to the Admin and make sure the metadata is still enabled. | * If it is, go to the Admin and make sure the metadata is still enabled. | ||
| - | * 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. | + | * If the database name has changed please update the note. Make sure the "Data Integration" section EDS=DB is set to Yes. |
| * If it is not, go to the Wiki and check to see if the publisher has partnered with EBSCO to share metadata. If they have, use the process outlined above. | * If it is not, go to the Wiki and check to see if the publisher has partnered with EBSCO to share metadata. If they have, use the process outlined above. | ||
| - | * If they are not a partner, make sure the Data Integration note is correct, and leave an EDS General Note saying they aren't partners. | + | * If they are not a partner, make sure the Data Integration note is correct, and use the Discovery Details note Note "UM EDS Metadata & Linking Non-Partner" saying they aren't partners. |
| * Skip the rest of these steps and mark the Workflow step complete. | * Skip the rest of these steps and mark the Workflow step complete. | ||
