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eds_admin_management [2022/06/06 15:29] jmulvaney [Checking CustomLinks] |
eds_admin_management [2022/06/06 15:32] jmulvaney [UMass SCUA Digital Collections (ir01012a)] |
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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 Metadata === | + | === Checking Rankings === |
- | * 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 the database name has changed please update the note. Make sure the "Data Integration" section EDS=DB is set to Yes. | + | |
- | * If it is not, go to the Wiki and check to see if the publisher has partnered with EBSCO to share metadata. If they have, use the process outlined above. | + | |
- | * If they are not a partner, make sure the Data Integration note is correct, and use the Discovery Details note Note "UM EDS Metadata & Linking Non-Partner" saying they aren't partners. | + | |
- | * Skip the rest of these steps and mark the Workflow step complete. | + | |
- | ==== 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 === |