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eds_admin_management [2022/06/06 15:32] jmulvaney [UMass SCUA Digital Collections (ir01012a)] |
eds_admin_management [2022/06/06 15:33] jmulvaney [Custom Catalog & Institutional Repositories] |
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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) === | ||
| + | **The older version of using an Excel data model doesn't work anymore, please use workaround.** | ||
| + | |||
| + | **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 ==== | ||
