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eds_admin_management [2022/06/06 15:29] jmulvaney [Renewal Procedures] |
eds_admin_management [2022/06/06 15:31] 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 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. | + | |
=== Checking Metadata === | === Checking Metadata === | ||
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* 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. | * 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. | * Skip the rest of these steps and mark the Workflow step complete. | ||
+ | |||
+ | === 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 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. |
===== EBSCO Regular Tasks ===== | ===== EBSCO Regular Tasks ===== | ||
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==== 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** |