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--- eds_admin_management [2022/06/06 15:27]
jmulvaney [Enabling Metadata]
+++ eds_admin_management [2022/06/06 15:38]
jmulvaney [Catalog Customizations]
@@ 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 243: / Line 240: @@
   * Once a year, the EBSCOhost resources which reside outside the main EHOST profile should be reviewed to make sure that the settings, linking, and branding match the rest of the UMAAH EBSCO environment. URLs should be double checked in all systems. If something is broken, check with Jennifer Friedman to hear from the Liaisons. Do NOT preserve broken profiles in the Main User Group.
-===== Custom Catalog & Institutional Repositories =====
+===== CustCat & IR Lookup Tables =====
 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) ====
+=== 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**
@@ Line 265: / Line 263: @@
       * 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 ===
+== 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.)
@@ Line 292: / Line 290: @@
   * 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 ===
+=== UMass ScholarWorks (ir00062a) Location Lookup Tables ===
+== Location Lookup Tables ==
 Currently we have all locations mapping to a single collection.
 ===== LCL Collection Updates =====
 These are to update specific LCL collections created for linking to full text in EDS. It is easiest to send title lists to Bob. Title and Identifier are the required fields.
-==== Literature Criticism Online ====
+=== Literature Criticism Online ===
 Once a year after Spring renewals the LCL collection created for the Literature Criticism Online CustomLink should be updated. Visit [[http://go.galegroup.com/ps/titleList.do?actionString=DO_FETCH_USER_EBOOKS&userGroupName=mlin_w_umassamh&inPS=true&prodId=LCO|the Resource page]] and click on "What's Inside" under the basic search bar. Export the title list for our databases.
   * Remove everything but the ISBN and the Title
@@ Line 316: / Line 315: @@
       * Submit
-==== Gale eBooks (GVRL) ====
+=== Gale eBooks (GVRL) ===
   * Coordinate with the UM Batch Services Team
     * We manage a local collection for chapter level linking.
@@ Line 324: / Line 323: @@
   * Be sure to have EBSCO replace the existing LCL collection as there are deletes. Do NOT use the older versions of the local collections.
-==== Newsbank Content ====
+=== Newsbank Content ===
 Newsbank Titles 7/10/2020 (nwsbank2)
   * A KBART entitlements request can be made to Newsbank, which will cover ALL Newsbank content, not just our Access World News Subscription. The file should be shared to EBSCO as part of the renewal cycle to have a brand new local collection created. The older version can be deleted.
-==== Ovid eJournal Content ====
+=== Ovid eJournal Content ===
 [UMAAH] Journals at Ovid (MANAGED: Do Not Edit!) (ovid)
   * An entitlements file can be downloaded from Ovid and given to EBSCO. This should ideally be updated once a year as part of the renewal cycle.
-==== ASTM Compass Content ====
+=== ASTM Compass Content ===
 ASTM holdings (MANAGED: Do Not Edit!) (astm)
   * This local collection is NOT easy to create but should be relatively stable. A holdings file can be downloaded from the ASTM Compass site and the passed on to EBSCO if it needs to be refreshed.
-==== MaryAnn Leibert eJournal Content ====
+=== MaryAnn Leibert eJournal Content ===
 Mary Ann Liebert Journals May 2019 (maliebj519)
   * Consider deleting this LCL collection and removing the MAL CustomLink from the ranking after FTF Migration
@@ Line 346: / Line 345: @@
   * Catalog Boost
       * Our catalog is set to be boosted in relevance above EDS metadata
+  * NetLibrary Filter
+      * Turned off to allow SRS records for EBSCO eBooks to surface. They are treated differently in the ranking, and some non EBSCO eBooks were being suppressed incorrectly.
   * PubType Mappings
       * Managed as part of Five College Discovery. Documentation is stored in the FCDC shared Google Drive. Our mapping dictates what MARC generates specific EDS PubTypes and also has a bearing on the Source Type Filter
-  * 856 Link Languages
+  * Link Language Stanzas
       * Managed as part of Five College Discovery. Documentation is stored in the FCDC shared Google Drive. Our stanza is based on certain language in the 856 of the holdings record which will allow the URL to display (UMass: Link to Resource)
-  * Deprecated Customizations
-      * EBSCOHost eBook Filter - previously Aleph records for EBSCO EBooks were filtered out but this was causing other issues so we disabled it. The records delivered by GOBI will be duplicated with metadata direct from EDS.
+**Additional customizations will arrive with the FOLIO catalogs.**
 ==== Widgets ====
   * &nbsp;
@@ Line 373: / Line 373: @@
         * Once we migrate to FTF this will change as the connection will be 1:1 at all times.
   * This is only for the SFX CL available in EDS. There are two in use for EHOST which are set to always display and do not rely on a curated local collection.
  --- //[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//