Differences

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--- eds_admin_management [2022/06/06 15:27]
jmulvaney [Enabling Metadata]
+++ eds_admin_management [2022/06/06 15:32]
jmulvaney [UMass SCUA Digital Collections (ir01012a)]
@@ Line 180: / Line 180: @@
    * 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 ====
@@ Line 199: / Line 199: @@
        * 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.
-   * 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.
            * Only one CustomLink will ever show on an EDS Metadata Record.
@@ Line 208: / Line 208: @@
 ===== 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
        * If it is, go to the Admin and make sure the metadata is still enabled.
@@ Line 218: / Line 218: @@
                * 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.
        * 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.
-       * 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 =====
@@ Line 245: / Line 242: @@
 ===== Custom Catalog & Institutional Repositories =====
 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.**
-=== 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.
   * 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.
@@ Line 254: / Line 252: @@
 **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 ====
-**TBD pending fix by EBSCO in 2020.**
 === Location Lookup Tables ===