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eds_admin_management [2022/06/06 15:28] jmulvaney [CustomLink Rankings] |
eds_admin_management [2022/06/06 15:33] jmulvaney [Custom Catalog & Institutional Repositories] |
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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) ==== | + | === 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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| * 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. | * 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. | 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.) | * Go to the URL Aaron created to access the OAI endpoint. (It is stored in JGMs calendar invite.) | ||
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| * Email the document to Support to submit it. | * 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" | * "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. | Currently we have all locations mapping to a single collection. | ||
| + | |||
| ===== LCL Collection Updates ===== | ===== 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. | 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. | ||
