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EDS Admin Management
Management of content in EDS means balancing the combination of EBSCO published (EBSCOHost) and non-EBSCO published metadata. EBSCO “manages” metadata and access issues in the same way that ExLibris maintains the back end, but we still have to activate targets to create access. Enabling metadata 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.
Searching, Results, Delivery, etc. Tabs
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.
Understanding Linking
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 three different types of links.
HTML Full Text/PDF Full Text Links (Called Smart Links)
Smart Link Plus (Shown as Linked Full Text)
These appear when EDS wants to link us to something we buy from EBSCO, but that they do not publish.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.
CustomLinks (UMlinks, ILL Request, Catalog Links, Connect to Resource, Configured Publisher Icon)
EDS Statistics
At the moment we are not tracking statistics from EDS. Video documentation can be found at the various EBSCO support sites.
Updating Branding
Video documentation can be found at the various EBSCO support sites.
Enabling a New Resource
Like SFX, enabling metadata is a three step process.
First, navigate to the EDS Wiki to see if the resource is a partner with EBSCO. As long as the resource is partnered, they should be on the Database list. Check for what sort of metadata is provided on the
EBSCO Wiki.
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Change to the Databases tab
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.
Assuming the resource is on the disabled list, toggle the metadata “On”
Put the name of the Database from the DB Tab in the “EDS DB Name” note in the Access Tab of CORAL. Mark the “Data Integration” section EDS=DB to Yes.
CustomLink Creation
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.
Click “Add new CustomLinks”
To add a new CustomLink, find it on the list, check the box at the left, and click submit.
To manage new or existing CustomLinks, clik “SetUp/Maintain CustomLinks”
CustomLink Editing
There are many fields in this menu. Some are configurable, some should never be changed.
Basic Settings
Link Name: Leave This, especially if it is “managed” by EBSCO
Managed By: EBSCO doesn't manage activation, they just make global changes when there are issues. LCL changes are not the same in EDS as they are in SFX.
Customize Link: Leave This as EBSCO Managed or else we will not receive the global updates.
Category:
Link Text: Ignore
Mouse Over Text: Ignore
Link Icon: Icons are part of the deals with EBSCO. Most things are just “Connect to Resource”
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Query String: DO NOT CHANGE
Advanced Settings
Mandatory Fields: DO NOT CHANGE. This is part of the linking that EBSCO manages
Window Properties: Ignore
Display in New Window: ALWAYS YES
Window Name: Ignore
Hide Link if Full Text ALWAYS NO (ILL is the only one set to Yes)
Show Link: ALWAYS “If Item is in Collection”
Local Collections for Filter: USE CTRL+CLICK or else everything will be automatically overwritten
Click only the ones we buy (like for Hein Online, choose all the databases we subscribe to, etc. for Gale, ProQuest, etc.)
There may be a handful there may be a hundred
Show on Results List:
Show on Publication Detail:
Show on Detailed Record:
Show in Publication Finder Results:
Show in Publication Finder Details:
Show in Catalog Holdings Table:
Mandatory Data for Display in Catalog Holdings Table:
Target Uses Ref
URL:
ALWAYS NO
Uses Proxy: ALWAYS YES Unless OA
Primary Proxy: SILK Unless OA
Secondary Proxy: NONE
Once you have made the changes you need, be sure to click submit at the bottom of the page.
Put the name of the LCL Collection from the Editing Window in the “EDS LCL Collection” note in the Access Tab of CORAL. Mark the “Data Integration” section EDS=CL to Yes.
CustomLink Rankings
The final step is assigning a ranking to whatever metadata you just enabled.
Navigate back to the Linking Tab
The ranking of CustomLinks is loosely based on SFX sort_services.config ranking.
0 = Aleph 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
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 CL Name” note in the Access Tab of CORAL. Also mark what the ranking is.
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 CustomLinks
If the resource is activated in EDS, check the CustomLink settings to make sure they reflect the notes above.
Put the name of the LCL Collection from the Editing Window in the “EDS LCL Collection” note in the Access Tab of CORAL. Mark the “Data Integration” section EDS=CL to Yes.
Checking Rankings
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 CL Name” note in the Access Tab of CORAL. Also mark what the ranking is.
EDS & eJournal Content
Holdings Management and Ejournal Placards
SFX file to EDS for Library Collection Limiter
There is a cron job set up to transfer SFX holdings to EDS for the Library Collection Limiter. The cron runs at 4:01 am every Tuesday to be processed by EBSCO on Wednesdays at 11:00 am. The cron sends an Advanced Export serials file by ftp to EBSCO. See Steve Bischof for more information.
— Primary contact: Jack Mulvaney