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eds_admin_management [2022/06/06 15:25] jmulvaney [Creating Local Collections] |
eds_admin_management [2022/06/06 15:32] jmulvaney [Custom Catalog & Institutional Repositories] |
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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. | ||
| **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) ==== | ==== UMass SCUA Digital Collections (ir01012a) ==== | ||
| - | **This isn't working with newer versions of excel** | + | **The older version of using an Excel data model doesn't work anymore, please use workaround.** |
| **Workaround** | **Workaround** | ||
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| * "Hello, Could the attached file be used to update the location lookup table for UMAAH ir01012a (UMass SCUA Digital Collections)? Thanks! Jack" | * "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 === | ||
