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| 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. | 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. | ||
| - | ==== Activating a Database (Non EBSCO) ==== | + | ==== Activating Metadata for a Database ==== |
| + | Like SFX, enabling metadata is a three step process. | ||
| * First navigate to the [[http://eadmin.ebscohost.com/eadmin/login.aspx | EBSCO Admin.]] | * First navigate to the [[http://eadmin.ebscohost.com/eadmin/login.aspx | EBSCO Admin.]] | ||
| * Change the profile to EBSCO Discovery Service (eds) - eds | * 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. | ||
| * Change to the Databases tab | * 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 | + | * 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"** | * **ALWAYS LEAVE THE NEW CONTENT AUTO. ENABLED SET TO "NO"** | ||
| * Each database has an ID. | * Each database has an ID. | ||
| - | * cat* prefix means our print holdings | + | * cat* prefix means UMass/FCC print holdings (Aleph Data) |
| * ir* prefix is one of the 5C institutional repositories | * ir* prefix is one of the 5C institutional repositories | ||
| * eds* prefix means the database collection was created by EBSCO. | * eds* prefix means the database collection was created by EBSCO. | ||
| * No prefix means it is an EBSCOHost database. | * No prefix means it is an EBSCOHost database. | ||
| * **These IDs are not consistent and cannot be used to find content elsewhere in the admin.** | * **These IDs are not consistent and cannot be used to find content elsewhere in the admin.** | ||
| - | * Ctrl+F to find the content. It breaks into separate pages. | + | * If you're activating metadata for a new resource, change the list to show "Disabled" |
| - | * The enabled list breaks into a second page at around the letter P | + | * Save time by using Ctrl+F to find the content. It breaks into separate pages. |
| - | * If the resource is on the list, check for what sort of metadata is provided on the [[http://edswiki.ebscohost.com/EBSCO_Discovery_Service_Wiki | EBSCO Wiki.]] | + | * As long as the resource is partnered with EBSCO, they should be on the list, check for what sort of metadata is provided on the [[http://edswiki.ebscohost.com/EBSCO_Discovery_Service_Wiki | EBSCO Wiki.]] |
| - | * Under Content & Searching, choose "Partner Database Information" to see the partner spreadsheet. | + | * Under Content & Searching, choose "Partner Database Information" to see the partner spreadsheet. |
| - | * If it isn't on the spreadsheet then it can't be activated in EDS. Make a note in CORAL. | + | * If it isn't on the spreadsheet then it can't be activated in EDS. Make a note in CORAL. |
| - | * If it is, check to see what sort of metadata is actually provided to EBSCO. | + | * 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. | + | * The FAQ section can also give information about what is actually available in EDS. |
| - | * If there is still no answer about why something isn't where you're expecting it to be, then email EBSCO Support to clarify if the metadata is available. | + | * If there is no answer about why something isn't on the list, then email EBSCO Support to clarify if the metadata is available. |
| - | * At this point make sure it is enabled in the Admin or leave a note in CORAL. Enabling here just means the metadata is searchable in EDS. | + | * Assuming the resource is on the disabled list, toggle the metadata "On" |
| + | * Scroll down and click submit at the bottom of the page. | ||
| ==== Setting up a CustomLink (CL) ==== | ==== Setting up a CustomLink (CL) ==== | ||
| - | * Once the metadata is enabled for searching, you need to enable the CustomLink so that full text can actually be retrieved. | + | Once the metadata is enabled for searching, you need to enable the CustomLink so that full text can actually be retrieved. |
| * Go back to the Admin and navigate to the Linking Tab and click the "modify" link. | * Go back to the Admin and navigate to the Linking Tab and click the "modify" link. | ||
| - | * The first thing that appears is actually rankings. (Step 3) Ignore this for now. | + | * 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" | + | * Click "Add new CustomLinks" |
| - | * This is the list of CLs added "for us" by EBSCO | + | * This list includes CLs added "for us" by EBSCO during the implementation as well as several years of renewals. |
| * Deactivated databases should always be removed from the CL list | * Deactivated databases should always be removed from the CL list | ||
| - | * This area of the Admin has different IDs. | + | * 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. |
| - | * Everything with UMAAH was created by EBSCO when EDS was first configured. | + | * To add a new CustomLink, find it on the list, check the box at the left, and click submit. |
| - | * As of right now there shouldn't really be any local items. | + | * It will now be in the list of active CustomLinks |
| - | * To add a new CustomLink | + | * To manage new or existing CustomLinks, clik SetUp/Maintain CustomLinks |
| + | * Click on the hyperlinked title to begin editing. | ||
| + | ==== CustomLink Editing ==== | ||
| + | There are many fields in this menu. Some are configurable, some should **never** be changed. | ||
| + | * Basic Settings | ||
| + | * Link Name: Leave this alone, 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" | ||
| + | * Base URL: | ||
| + | * Query String: | ||
| + | * Advanced Settings | ||
| + | * Mandatory Fields: **DO NOT CHANGE**. This is part of the linking that EBSCO manages | ||
| + | * Window Properties: | ||
| + | * Display in New Window: **ALWAYS YES** | ||
| + | * Window Name: | ||
| + | * Hide Link if Full Text **ALWAYS NO** | ||
| + | * 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 | ||
| + | * These actually have a third ID with system.eds, the LCL Collection Code. The ones we create start with UMAAH. | ||
| + | * 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** | ||
| + | * Primary Proxy: **SILK** | ||
| + | * Secondary Proxy: **NONE** | ||
| + | * Once you have made the changes you need, be sure to click submit at the bottom of the page. | ||
| - | + | ==== Rankings ==== | |
| - | + | The final step is assigning a ranking to whatever metadata you just enabled. | |
| - | ==== CustomLinks ==== | + | * Navigate back to the Database Tab |
| - | The order of CustomLinks is loosely based on SFX sort_services.config ranking. Here is the basic order, with space for tweaking. | + | * Once you've create a new CutomLink it will appear automatically at the bottom of the list. Assign it a ranking based on the list below. |
| - | * 10 = Paid publisher subscriptions | + | * The ranking of CustomLinks is loosely based on SFX sort_services.config ranking. |
| - | * 20 = Publisher hosts (there weren’t any) | + | * 10 = Paid publisher subscriptions |
| - | * 30 = Newspapers | + | * 20 = Publisher hosts (Ingenta, Highwire, etc.) |
| - | * 40 = Databases | + | * 30 = Newspapers |
| - | * 45 = Media, image, and streaming | + | * 40 = Databases |
| - | * 50 = Less reliable aggregators and digitized historical publications | + | * 45 = Media, image, and streaming |
| - | * 60 = eBooks | + | * 50 = Less reliable aggregators and digitized historical publications |
| - | * 70 = Open access | + | * 60 = eBooks |
| - | * 80 = Reviews | + | * 70 = Open access |
| + | * 80 = Reviews | ||
| + | * Once you've assigned or changed a ranking, scroll down to the bottom of the page a click submit. | ||
| ==== Holdings Management and Ejournal Placards ==== | ==== Holdings Management and Ejournal Placards ==== | ||
