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--- ebsco_regular_tasks [2020/04/07 16:36]
jmulvaney [SCUA Location Lookup Tables]
+++ ebsco_regular_tasks [2020/11/18 13:44]
jmulvaney [Location Lookup Tables]
@@ Line 5: / Line 5: @@
   * [[eds_admin_management|EDS Admin Management]]
   * [[hlm_admin_maintenance|HLM Admin Management]]
+==== CustomLink Checking ====
+  * 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.
+==== Test Profile Review ====
+  * 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.
+==== EBSCOhost versus Unique Profiles ====
+  * 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.
+===== Location Lookup Tables =====
+We maintain custom location lookup tables for the catalog and for our Institutional Repositories in EDS.
 ==== FCC Location Lookup Tables ====
 The location lookup table for the physical spaces of the Five Colleges need to be updated periodically based on changes to Aleph collection codes and SubLibraries.
-  * This is something coordinated through Five College discovery. 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.
 ==== SCUA Location Lookup Tables ====
 **This isn't working with newer versions of excel**
 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. (Search in email for SCUA OAI, email is from April 2019.)
+  * 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
@@ Line 39: / Line 52: @@
 **Workaround**
-  * Go to the URL Aaron created to access the OAI endpoint. (Search in email for SCUA OAI, email is from April 2019.)
+  * Go to the URL Aaron created to access the OAI endpoint. (It is stored in JGMs calendar invite.)
-    * Scroll to the bottom
+    * Scroll to the bottom of the XML Tree
-    * Compare the final collection to the most recent file sent to EBSCO
+    * Compare the final collection to the most recent file sent to EBSCO (As of 20200612 it is Silvio O. Conte)
-      * Check DRMS Drive
+      * 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.
+==== ScholarWorks Location Lookup Tables ====
+TBD pending fix by EBSCO in 2020.
 ===== LCL Collection Updates =====
-These are to update specific LCL collections created for linking to full text in EDS.
+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.
 ==== Literature Criticism Online ====
 Once a year after Spring renewals the LCL collection created for the Literature Criticism Online CustomLink should be updated. Visit [[http://go.galegroup.com/ps/titleList.do?actionString=DO_FETCH_USER_EBOOKS&userGroupName=mlin_w_umassamh&inPS=true&prodId=LCO|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
@@ Line 64: / Line 81: @@
       * Submit
-==== Elsevier HLM Holdings ====
+==== Gale eBooks (GVRL) ====
-The Elsevier update is to make sure our holdings are reflected correctly in HLM, to facilitate the Exact Match placard and SmartPlus Linking in EDS.
+  * Coordinate with the UM Batch Services Team
-===== Regular Updates =====
+    * We manage a local collection for chapter level linking.
-Other than renewals, there are relatively few recurring actions that need to be made in EDS or HLM.
+    * Get data from Jennifer E. from the MARC files
-==== CustomLinks added to Profile ====
+        * Title, Print + Electronic ISBN
-Twice a year in the Spring and Summer after renewals are over, all the CustomLinks in the "Modify" screen should be checked to make sure they have been added to the profile (ranked) or that anything that does not belong there has been removed. Anything that isn't in CORAL should be put in or evaluated for deletion.
+    * 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 Content ====
+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.
+==== Ovid eJournal Content ====
+[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 Compass Content ====
+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.
+==== MaryAnn Leibert eJournal Content ====
+Mary Ann Liebert Journals May 2019 (maliebj519)
+  * Consider deleting this LCL collection and removing the MAL CustomLink from the ranking after FTF Migration
  --- //[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//