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eds_admin_management [2022/06/06 15:25] jmulvaney [EBSCO Core Indexes] |
eds_admin_management [2022/06/06 15:32] jmulvaney [UMass SCUA Digital Collections (ir01012a)] |
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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. | ||
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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 | ||
- | * 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 ==== | ||
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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 "Discovery Details" note in FOLIO. Also mark what the ranking is. | + | * Put the name of the CustomLink from the Ranking Screen in the "EDS Metadata & Linking" 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 on an EDS Metadata Record. | * Only one CustomLink will ever show on an EDS Metadata Record. | ||
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===== Renewal Procedures ===== | ===== Renewal Procedures ===== | ||
- | Checking renewals in EDS is actually easier than SFX. Since for the time being we don't really know what the metadata inside a DB is, we don't have to worry about changing content. There's a quick three step process for processing a renewal when it shows up in your CORAL queue. | + | Checking renewals in EDS is actually easier than enabling content. Since for the time being we don't really know what the metadata inside a DB is, we don't have to worry about changing content. There's a quick three step process for processing a renewal when it shows up in your CORAL queue. |
- | ==== Checking Metadata ==== | + | === Checking Metadata === |
* Check the Discovery Details note in FOLIO 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. | ||
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* 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 the correct LCL Collections are still selected. If there are new collections please select an appropriate LCL Collection. | * Make sure the correct LCL Collections are still selected. If there are new collections please select an appropriate LCL Collection. | ||
- | * 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. | + | * If anything has changed or new collections are added, update the EDS notes 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 "Discovery Details" note in FOLIO. Also mark what the ranking is. | + | * Put the name of the CustomLink from the Ranking Screen in the EDS note in FOLIO. Also mark what the ranking is. |
- | + | ||
- | ==== Checking Linking in EDS ==== | + | |
- | TBD | + | |
===== EBSCO Regular Tasks ===== | ===== EBSCO Regular Tasks ===== | ||
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===== Custom Catalog & Institutional Repositories ===== | ===== Custom Catalog & Institutional Repositories ===== | ||
We maintain custom location lookup tables for the catalog and for our Institutional Repositories in EDS. | We maintain custom location lookup tables for the catalog and for our Institutional Repositories in EDS. | ||
- | ==== UMass and Five College Catalog (cat06087a) ==== | + | |
+ | === UMass and Five College Catalog (cat06087a) === | ||
**This catalog is for ALEPH data. There will be changes once we migrate to FOLIO.** | **This catalog is for ALEPH data. There will be changes once we migrate to FOLIO.** | ||
- | === Location Lookup Tables === | + | == Location Lookup Tables == |
The location lookup table for the physical spaces and electronic collections of the Five Colleges and need to be updated periodically based on changes to Catalog locations. | The location lookup table for the physical spaces and electronic collections of the Five Colleges and need to be updated periodically based on changes to Catalog locations. | ||
* This is something coordinated through Five College Discovery Committee. When new collections or locations are created or deleted, let DRMS know and we can work to update them with EBSCO. | * This is something coordinated through Five College Discovery Committee. When new collections or locations are created or deleted, let DRMS know and we can work to update them with EBSCO. | ||
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**A FORMALIZED PROCEDURE needs to be created for changes to this data in FOLIO.** | **A FORMALIZED PROCEDURE needs to be created for changes to this data in FOLIO.** | ||
- | ==== UMass SCUA Digital Collections (ir01012a) ==== | ||
- | **This isn't working with newer versions of excel** | ||
- | |||
- | **Workaround** | ||
- | * Go to the URL Aaron created to access the OAI endpoint. (It is stored in JGMs calendar invite.) | ||
- | * Scroll to the bottom of the XML Tree | ||
- | * Compare the final collection to the most recent file sent to EBSCO (As of 20211201 it is Silvio O. Conte) | ||
- | * Check DRMS Drive or EBSCO Connect | ||
- | * If they match, no new collections have been added | ||
- | * If they don't, use the formatting mentioned above and create a new lookup table with additional collections appended to the older version. Send to EBSCO as outlined above. | ||
- | |||
- | === Location Lookup Tables === | ||
- | Twice a year, the SCUA location lookup table (for limiting by collection in the advanced search window) needs to be updated to catch new collections and resources added to Credo. | ||
- | * Go to the URL Aaron created to access the OAI endpoint. (It is stored in JGMs calendar invite.) | ||
- | * Save (right click) as an XML file | ||
- | * Open a blank Excel File | ||
- | * Open the XML File (not through the data tab, but underl File > Open) | ||
- | * Allow Excel to open the file as an XML table, and to create its own Schema. (Click OK twice.) | ||
- | * Copy and paste the data into a new tab to sever the link with the XML File | ||
- | * Open the credo_lookup_table document. | ||
- | * DRMS Drive > EDS > Institutional Repository and Catalog > SCUA Lookup Table Updates Folder | ||
- | * The documents inside are the ones sent to EBSCO. Find the latest. | ||
- | * **If the number of rows match between the two worksheets (new and old) you don't have to continue.** | ||
- | * Remove the first three columns and the final column from the new data | ||
- | * These are identifiers and descriptions that are not needed for EDS. | ||
- | * Set up the headers for the file to send to EBSCO (Steal it from the old document) | ||
- | * ns1:setSpec : Name in Data | ||
- | * Insert Blank Column: Facet Display | ||
- | * ns1:setName : Full Display | ||
- | * ns1:setName : Limiter | ||
- | * Limiter: ns1:setName (Copy the entire column) | ||
- | * The Second Column (Facet Display) needs to be created manually | ||
- | * Copy the column from the old document send to EBSCO | ||
- | * Find the places where the changes happened. (//For Dec. 2019 the new additions were all at the bottom of the file// | ||
- | * Insert a Cell and create a new Facet Display Name | ||
- | * Save the Excel spreadsheet and then save it as a .txt file | ||
- | * Email the document to Support to submit it. | ||
- | * "Hello, Could the attached file be used to update the location lookup table for UMAAH ir01012a (UMass SCUA Digital Collections)? Thanks! Jack" | ||
==== UMass ScholarWorks (ir00062a) Location Lookup Tables ==== | ==== UMass ScholarWorks (ir00062a) Location Lookup Tables ==== | ||
- | **TBD pending fix by EBSCO in 2020.** | ||
=== Location Lookup Tables === | === Location Lookup Tables === |