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eds_admin_management [2021/03/25 15:46] jmulvaney [Enabling Metadata] |
eds_admin_management [2021/03/25 15:51] jmulvaney [Deleting CustomLinks] |
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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.) | ||
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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 ===== | ||
