This page is now deprecated. Please see the Confluence page in the Five College space: https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/789020673/Discovery+EDS+Administration

Management of content in EDS means balancing the combination of EBSCO published (EBSCOHost) and non-EBSCO published metadata. EBSCO partners with publishes for eResource metadata and we provide a file of our FOLIO records as well as several institutional repositories to create the search experience in EDS. Linking to content through CustomLinks is possible in EDS but has no benefit outside of EDS, meaning FTF handles a large portion of eResource linking. Enabling metadata and linking in EDS follows a three step process that must all be completed for something to be correctly searchable. Once something appears in your CORAL queue then you can start the process of enabling metadata.

Also See

• HLM Admin Maintenance
• EBSCOhost Database Maintenance

Per Steve, here’s how records get from Aleph to EDS:

“We run a job on ALEPH every day (except Sundays) at about noon which finds any bibs or holdings that have been added, deleted or edited within the past 3 days. The reason we wait till the next day is we wait for the union view process in ALEPH to run its overnight process. The process collects a union-view bib for those records, the preferred full bib with holdings location/url data attached (852/856) and send them to EBSCO via FTP. EBSCO gets these records by early afternoon and they are generally loaded in EDS by late afternoon.”

FOLIO-EDS Testing Profile w/ OA SSO: https://search.ebscohost.com/login.aspx?custid=umaah&groupid=main&profid=umfolio21&authtype=sso

xmlonly=Y& For XML view, insert after https://eds.a.ebscohost.com/eds/detail/detail?

&debug=true https://search.ebscohost.com/login.aspx?custid=umaah&groupid=main&profid=eds&authtype=sso&debug=true

The Searching tab contains all the functionality for basic and advanced searching in EDS. Like searching, the Results tab contains all functionality for adjusting how search results are displayed to the end users. The Delivery Options tab changes what end users see for options to interact with a record in EDS. Changing any of these settings will affect end users, and should never be done without testing the outcome first.

Linking through EDS is rather complex, and has a variety of methods. This is due to our relationship with EBSCO as a publisher, a subscription agent, and as a discovery service. Basically there are four different types of links.

• UMass: Link to Resource (FOLIO Holdings Record Links)
  • Metadata provided from MARC SRS records in FOLIO with URLs from the holdings record powering the linking. For eResources, these links appear for cover records, eBooks, and batch loads. The Link brings you directly to content at the publisher site. This form of linking is managed via customization of the catalog and a customlink for the advanced record. We provide a stanza of link language to determine which URLss get pushed to patrons (so for instance a MHC Springer eBook link does not appear but a 5C Free eResource link will.) These stanzas are stored in the FCDC Drive.
• HTML Full Text/PDF Full Text Links (Smart Links)
  • These appear when EBSCO has the content relating to whatever record you are viewing in one of the EBSCOHost databases they publish and you subscribe to. It is one of the most common links users see in EDS. These links appear regardless of metadata source.
• Linked Full Text (Smart Linking+)
  • These appear when EDS wants to link us to something we buy from EBSCO, but that they do not publish. This is for things like eJournals, packages, etc. These links are powered by a system that lives in between EBSCONet and EDS, and NOT HLM. It is not tied to order integration in HLM.
    • SL+ was disabled during the Spring Semester 2020 as part of the FTF migration. Terry Walsh turned it back on in June 2020.
• CustomLinks (Including: Full Text Finder, ILL Request, Catalog Links, Connect to Resource, Configured Publisher Icon)
  • These are managed by UMass to facilitate full text linking to content we subscribe to outside of EBSCO (although this is not a hard rule.) If there is not a Smart Link, SmartLink+, or CustomLink, then the FTF or the ILL button will appear on a record.

At the moment we are not tracking statistics from EDS. Video documentation can be found at the various EBSCO support sites.

• Interface Usage Report
  • How many searches, sessions, Abstracts viewed, etc
• Database Usage Report
  • What is providing Full Text and where are people linking from
• Link Activity
  • Where they actually go

Video documentation can be found at the various EBSCO support sites.

• First, make sure you are in the EDS profile. Then navigate to the branding tab.
  • To modify individual aspects of EDS, click the “Modify” link.
• General Settings
  • UMass Branding colors can be found here.
  • We have opted not to use the top ribbon Ask-a-Librarian link.
    • We have the “Ask Us” box as a clickable image at the top right.
  • The only customized button we have in the ribbon is for the A-Z eJournal Search (Publication Finder). There are several defaults that could be turned on.
  • Our label is “Discovery Search: Find books, articles, DVDs & more.”
• Basic Search
  • We used the advanced search in EDS, any changes made to this field will not actually display to patrons.
• Additional Options
  • Leave this checked as enhanced so that we can control more.
• Top Branding
  • Library Logo URL: The URL for the actual image. These need to be updated when the University changes its branding. Submit a ticket through WebHelp for Josh to get updated URLs hosted on the library website server.
  • Library Logo Hyperlink: The library homepage
  • Top Right Branding: This can either be a text link, or a hyperlinked image. We use the green “Ask Us” box in lieu of an Ask-a-Librarian button in the top ribbon.
• Custom Branding ([UMAAH] EDS Active)
  • Bob created a script in order to proxy SmartLinks+ (Linked Full Text)
  • There is script to capitalize words in the Location Limiter
  • Chad created a script to sort UMA content above the other schools in the RTAC
  • Chad also created a script to replace the new search button with a clear search button
  • We use the favicon switcher app to get the UM logo in the browser tab
  • Auto Select limiter should be selecting the catalogs and IRs by default for inclusion in the search.
  • Unclear if the Modify PFI Exact Match placard still works
  • Kat added script so we can use Google Analytics on EDS (Pending)
  • Kat also created the script to allow for LibAnswers to be embedded on the right side
• FOLIO Changes
  • Code for RTAC sorter, date stamp rewrite, course reserves placard, and place hold suppression will be pushed live for June 30th Go Live Date
• Deprecated Branding
  • Courtney created script so we could have a banner alerting patrons to no borrowing during the early pandemic. It is saved in the DRMS Shared Google Drive
  • This banner is being used again for the FOLIO migration.

• Complementary Index: Includes metadata by primary publishers for searching. Publishers included in this data set include Elsevier, Wiley, Springer, Taylor & Francis, Sage, Nature Publishing, ACM, Oxford, Cambridge, and thousands of others.
• Supplemental Index: Includes EBSCO-enhanced metadata for journals and magazines (including peer-reviewed journals) not available in Academic Search or Business Source, as well as books, newspapers, and more.
  • There is no way to tell beyond this list what content is in either of these core Indexes. EBSCO keeps it quiet for business reasons. You can always try searching for something in Discovery and limiting to one of these Content Providers to see where the metadata is coming from.
• eBook Index: Includes metadata and searchable full text for more than hundreds of thousands of eBooks and is designed to facilitate discovery and linking of the eBooks you purchase directly from primary publishers such as Wiley, Sage, Cambridge University Press, and Oxford University Press.
  • We use “eBook Collection (EBSCOhost) (nlebk)” which is powering our order integration where EBSCO eBook metadata and linking appears in EDS. We have however, disabled the NetLibrary filter so that catalog records for EBSCO eBooks still appear since they are ranked differently than other records in the relevance algorithm.
  • The actual “eBook Index (edsebk)” is the entire universe of eBook content in EDS. It is enabled as a backup when linking exists but there is no partner database.
• Academic Search and Business Source: Includes metadata for more than these two resources. EDS suggests that we enable them regardless of subscription.
• EBSCO Partner Databases: Publishers and databases partnered with EBSCO to provide metadata for EDS searching.
  • Check EBSCO Connect for more information about content. Unfortunately, very little detail is provided, and there is no signal when content is indexed in one of the larger indexes.
• Subject Indexes: Includes databases that do not work directly with discovery services, such as: America: History & Life, Art Abstracts, Atla Religion Database, Biological Abstracts, CAB Abstracts, CINAHL, EconLit, PsycINFO, RILM Abstracts of Music Literature, and more.

Local collections of content can be created to populate the LCL Collections select box in a CustomLink editing view. Some CustomLinks require creation of LCL collections to facilitate linking (Lit .Crit. Online, JSTOR Books) and some LCL collections are created for when we have a very small subset of whatever LCL collection is being offered in EDS.

Send files to Support to ensure that the collections will be created successfully.

To build a direct URL to one of the EBSCOHost resources, use their Direct URL Builder

• The default is for an EBSCOhost Research Databases, choose something from the dropdown if this does not match what you need a URL for.
  • Select the correct EBSCOhost DB.
  • Enter our customer ID
  • Ignore the Group ID (Despite the two red asterisks, it is not required)
  • Enter our proxy address
    • silk.library.umass.edu/login.aspx?url={targetURL}
  • Select IP Address and User ID/Password as our Authentication Methods
  • Click Generate URL
    • Test the URL to make sure it is what you expect.
    • Test in Opera with the Silk Prefix. If it does not work it means the resource is not correctly configured in EZPRoxy.

Please see this Google Doc for instructions on how to handle outages in the EBSCO environment.

Enabling metadata is a three step process.

• First, navigate to EBSCO Connect. As long as the resource is partnered, they should be on the Database list. Check for what sort of metadata is provided on EBSCO Connect.
  • Use the link to download the actual spreadsheet that used to exist on the EDS Wiki.
    • If it isn't on the spreadsheet then it can't be activated in EDS. Make a note in FOLIO.
    • If it is, check to see what sort of metadata is actually provided to EBSCO.
      • The FAQ section can also give information about what is actually available in EDS.
• Next, navigate to the EBSCO Admin.
  • Change the profile to “EBSCO Discovery Service (eds) - eds”
    • The other profiles are for things like the EBSCOHost database configuration or if we wanted to create subject collections, etc.
• Change to the Databases tab
  • The default is to show everything, including things that aren't activated. You can change this to “Enabled” or “Disabled” depending on what you're doing.
    • ALWAYS LEAVE THE NEW CONTENT AUTO. ENABLED SET TO “NO”
  • Each database has an ID.
    • cat* prefix means UMass/FCC print holdings (Catalog Data)
    • ir* prefix is one of the 5C institutional repositories
    • eds* prefix means the database collection was created by EBSCO.
    • No prefix means it is an EBSCOHost database.
      • These IDs are not consistent and cannot be used to find content elsewhere in the admin.
• If you're activating metadata for a new resource, you change the list to show “Disabled,” but if it isn't on the list and is a partner, switch back to All and look for a matching title that is already enabled.
  • For example, the child databases for Hein Online are not on this list, but their metadata lives under the 1 “HeinOnline” entry.
  • Save time by using Ctrl+F to find the content. It does break into separate pages.
    • If there is no answer about why something isn't on the list, then email EBSCO Support to clarify if the metadata is actually available.
• Assuming the resource is on the disabled list, toggle the metadata “On”
  • Scroll down and click submit at the bottom of the page.
    • If it is already enabled go ahead and move on and set up the CustomLink
• Record the name of the Database in an EDS Metadata & Linking note in FOLIO. Mark the “Data Integration” section EDS=DB to Yes.

Once the metadata is enabled for searching, you need to enable the CustomLink so that full text can actually be retrieved. An explanation of linking is shown above.

• Navigate to the Linking Tab and click the “modify” link.
  • The first thing that appears in the Linking Tab is actually the search rankings. (This is part of step 3) Ignore this for now.
• Click “Add new CustomLinks”
  • This list includes CLs added “for us” by EBSCO during the implementation as well ones added during several years of renewals.
    • CLs cannot actually be deleted if a resource is cancelled or removed from EDS.
    • Anything with the UMAAH tag was created for us by EBSCO. If there are dupes, the content needs to be matched and then ask Kat about deleting the one without a UMAAH.
• To add a new CustomLink, find it on the list, check the box at the left, and click submit.
  • It will now be in the list of active CustomLinks
• To manage new or existing CustomLinks, clik “SetUp/Maintain CustomLinks”
  • Click on the hyperlinked title to begin editing.

There are many fields in this menu. Some are configurable, some should never be changed.

• Once you have made the changes you need, be sure to click submit at the bottom of the page.
• 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.

The final step is assigning a ranking to whatever metadata you just enabled.

• Navigate back to the Linking Tab
  • Once you've create a new CustomLink it will appear automatically at the bottom of the list. Assign it a ranking based on the list below.
• The ranking of CustomLinks is loosely based on older SFX sort_services.config ranking.
  • 0 = Catalog Data, EBSCO Services
  • 10 = Paid publisher subscriptions
  • 20 = Publisher hosts (Ingenta, Highwire, etc.)
  • 30 = Newspapers
  • 40 = Databases
  • 45 = Media, image, and streaming
  • 50 = Less reliable aggregators and digitized historical publications
  • 60 = eBooks
  • 70 = Open access
  • 80 = Reviews
  • 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 “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.

To delete a CustomLink, you need to remove the CL from the ranking and then go and make edits in the Modify Screen. Remove the (umaah) from the Link Name, toggle the radio button to “Make this link your own (self-managed).” This will cause the screen to reload. Hit submit. Back in the Modify Screen use the “X” button on the far right of the screen and verify with the popup. The CL entry will be removed from the screen.

• This no longer appears to work as of June 2020. Please use the “z [REMOVED]” naming convention to keep the unused CLs at the bottom of the list.

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.

• 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.

• 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.

• 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 EDS note in FOLIO. Also mark what the ranking is.

There are some regular maintenance things that need to be done to make sure that EDS is up to date.

• Once a year, all ranked CustomLinks should be checked to make sure that they conform to the UMAAH naming system, link language and hover text should be reviewed to ensure it matches (except where there is an icon), LCL collections should be verified, and the proxy settings should be checked to make sure it is correctly toggled.

• Once a year, all profiles in all Site/Groups should be reviewed. Only 1 profile of each type of EDS interface should be preserved in the Test Group UNLESS there is an active project being worked on with EBSCO. The live profile data should be copied down on to the test profiles to make sure they are correct.
  • To avoid confusion, all test profiles should be descriptively named and ideally should include a date. If there is longer term testing (like during the FTF migration) and entirely new group should be created to keep the profiles separate.

• 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.

We maintain custom location lookup tables for the catalog and for our Institutional Repositories in EDS.

This catalog is for ALEPH data. There will be changes once we migrate to FOLIO.

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.

A FORMALIZED PROCEDURE needs to be created for changes to this data in FOLIO.

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.

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”

Currently we have all locations mapping to a single collection.

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.

Once a year after Spring renewals the LCL collection created for the Literature Criticism Online CustomLink should be updated. Visit 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
  • Edition statements will not be included in the file Bob Uploads as they are not supported.
• Save the entire export as a Tab Delimited .txt document
• Go to EBSCOAdmin and then the Local Collections Tab
  • Click the “Go” for the 2019Apr29LitCritEbookCollection
• To overwrite the existing local collection, choose upload local titles at the top of the screen.
  • Make sure the Collection ID is correct (2019LitCri)
  • Make sure the Column Identifiers are correct.
    • The column number needs to be in brackets.
  • Make sure the radio button for “Replace is selected”
    • This will overwrite everything
  • Upload the file
  • Submit

• Coordinate with the UM Batch Services Team
  • We manage a local collection for chapter level linking.
  • Get data from Jennifer E. from the MARC files
    • Title, Print + Electronic ISBN
  • Edition statements will not be included in the file EBSCO Uploads as they are not supported.
• 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 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.

[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 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.

Mary Ann Liebert Journals May 2019 (maliebj519)

• Consider deleting this LCL collection and removing the MAL CustomLink from the ranking after FTF Migration

There are a number of customizations and configurations we have made to our catalog in EDS. They have to be managed through the EDS Catalog Team or the LSE's.

• 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
• 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)

Additional customizations will arrive with the FOLIO catalogs.

•  
  • Controls the three search widgets in the right hand column (Google scholar, CommCat, WorldCat) and named for the non character space so it doesn't have a word.
  • Be sure to keep it set to Default to Open
• Text this…
  • Text call number to phone. If we want to customize it we need to work with EBSCO
• Springshare Placard
  • After the 6th result, Database A-Z assets and LibGuides will appear for relevant search results.
• MathJaxResult
  • Allows MathML in EDS metadata to be correctly parsed.
• Deprecated Widgets: DO NOT SHOW
  • Provide Feedback
  • Continue Search in WorldCat
  • Database Placard

— Primary contact: Jack Mulvaney