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eds_admin_management [2022/06/06 15:25] jmulvaney [EBSCO Core Indexes] |
eds_admin_management [2022/06/06 15:27] jmulvaney [CustomLink Editing] |
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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 Support to ensure that the collections will be created successfully.// | + | //Send 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. | + | |
| - | * A title list, KBART or CSV export, etc. | + | |
| - | * It should at least include IS*N and a title. | + | |
| - | * Other information like date thresholds, call numbers (for print), holdings notes should be created prior to upload. See Kat for more details. | + | |
| - | * Save whatever file you have as a .txt tab delimited format | + | |
| - | * **DO NOT INCLUDE THE FIRST LINE AS A HEADER** | + | |
| - | * Go to the EBSCOAdmin and choose "Local Collections" from the menu ribbon. | + | |
| - | * First select Add a New Collection | + | |
| - | * You must create an ID and Description. The ID character limit is very small. | + | |
| - | * Include Alternate ISSNs is selected as a default. If the content is mixed media or eBooks turn this off. | + | |
| - | * Submit | + | |
| - | * Find the collection line and click "Go" | + | |
| - | * Now you need to actually upload the titles into the LCL Collection | + | |
| - | * Choose "Upload Local Titles" above the Browse bar and collection name. | + | |
| - | * Leave the File Type as Tab Delimited | + | |
| - | * File Encoding refers to the characters of the text. If there are non latin letters they are considered encoded. For example, German umlauts are encoded as UTF-8. View the [[https://connect.ebsco.com/s/article/What-is-the-Field-Encoding-field-when-I-upload-a-Local-Collection-in-EBSCOadmin|Field Encoding Page]] for specific coding types. | + | |
| - | * Take the Collection ID you created from the step above | + | |
| - | * Indicate which columns reflect which field. | + | |
| - | * Column numbers must be surrounded in Brackets. | + | |
| - | * Update Mode: Append is for adding content, Replace is for overwriting existing content. Use append for new LCL collections or small additions. | + | |
| - | * Attach the file and leave an email to be notified by | + | |
| - | * Submit | + | |
| - | * Once the titles are added you can select the LCL collection in a CustomLink editing screen. | + | |
| ==== Direct URL Building ==== | ==== Direct URL Building ==== | ||
| To build a direct URL to one of the EBSCOHost resources, use their [[https://support.ebsco.com/eit/urlb.php|Direct URL Builder]] | To build a direct URL to one of the EBSCOHost resources, use their [[https://support.ebsco.com/eit/urlb.php|Direct URL Builder]] | ||
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| * 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. | ||
| - | * If it isn't on the spreadsheet then it can't be activated in EDS. Make a note in CORAL. | + | * If it isn't on the spreadsheet then it can't be activated in EDS. Make a note in FOLIO. |
| * If it is, check to see what sort of metadata is actually provided to EBSCO. | * If it is, check to see what sort of metadata is actually provided to EBSCO. | ||
| * The FAQ section can also give information about what is actually available in EDS. | * The FAQ section can also give information about what is actually available in EDS. | ||
| Line 155: | Line 130: | ||
| * 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 | ||
| - | * 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. | + | * Record the name of the Database in an EDS Metadata & Linking note in FOLIO. Mark the "Data Integration" section EDS=DB to Yes. |
| ==== CustomLink Creation ==== | ==== CustomLink Creation ==== | ||
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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 "Discovery Details" note in FOLIO. Mark the "Data Integration" section EDS=CL to Yes. | + | * Put the name of the CL and the LCL Collection from the Editing Window in the EDS Metadata & Linking note in FOLIO. Mark the "Data Integration" section EDS=CL to Yes. |
| ==== CustomLink Rankings ==== | ==== CustomLink Rankings ==== | ||
