Differences
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eds_admin_management [2021/03/25 15:51] jmulvaney [Deleting CustomLinks] |
eds_admin_management [2021/03/25 15:58] jmulvaney [Checking Rankings] |
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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. | ||
| ==== Checking CustomLinks ==== | ==== Checking CustomLinks ==== | ||
| * If the resource is activated in EDS, check the CustomLink settings to make sure they reflect the notes above. | * If the resource is activated in EDS, check the CustomLink settings to make sure they reflect the notes above. | ||
| - | * Make sure that all the correct LCL Collections are selected if it is a resource like HeinOnline, where new collections may have been added to our subscription. Use the instructions above. | + | * Make sure the correct LCL Collections are still selected. If there are new collections please select an appropriate LCL Collection. |
| - | * Put the name of the LCL Collection from the Editing Window in the "EDS LCL Collection" note in the Access Tab of CORAL. Mark the "Data Integration" section EDS=CL to Yes. | + | * If anything has changed or new collections are added, update the Discovery Details note in FOLIO. Make sure the "Data Integration" section EDS=CL to Yes. |
| ==== Checking Rankings ==== | ==== Checking Rankings ==== | ||
| * If the CustomLink is configured correctly, check the ranking to make sure that it reflects the list above. | * 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. | + | * Put the name of the CustomLink from the Ranking Screen in the "Discovery Details" note in FOLIO. Also mark what the ranking is. |
| ===== General EDS Procedures ===== | ===== General EDS Procedures ===== | ||
