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hlm_admin_maintenance [2020/06/12 17:53] jmulvaney [How to Enable] |
hlm_admin_maintenance [2020/11/16 16:51] jmulvaney |
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| * Titles and Packages | * Titles and Packages | ||
| * This placard will open up the search screen and default to selected. | * This placard will open up the search screen and default to selected. | ||
| + | * The number of packages is split between managed (EBSCO Global) and UMA Custom | ||
| + | * The number of titles is for **unique** titles, and includes managed (EBSCO Global) and UMA custom titles. A download of the full KB **will not** match this number as it includes duplicates. | ||
| * Creating Custom Resources and Packages | * Creating Custom Resources and Packages | ||
| * The form for creating these from scratch. Custom versions of managed titles are created from within a title in package. | * The form for creating these from scratch. Custom versions of managed titles are created from within a title in package. | ||
| * Managing Links | * Managing Links | ||
| * This portal is similar to ranking in EDS. Here you can rerank, manage link assignments, change text/icons/etc, and manage our local links for Menu integrations, etc. | * This portal is similar to ranking in EDS. Here you can rerank, manage link assignments, change text/icons/etc, and manage our local links for Menu integrations, etc. | ||
| - | * EBSCO automatically applies the appropriate links when we activate a resource. | + | * EBSCO should automatically apply the appropriate links when we activate a resource. |
| * Upload/Download Holdings | * Upload/Download Holdings | ||
| * This can be used to import external data into existing Packages | * This can be used to import external data into existing Packages | ||
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| * HLM is hierarchical like SFX. Any note attached to a vendor will inherit down to Package and then Title. | * HLM is hierarchical like SFX. Any note attached to a vendor will inherit down to Package and then Title. | ||
| * There is no functional limit to how many notes you can create or attach to a record, but they do only appear in FTF and PubFinder, not in the Exact Match Screen | * There is no functional limit to how many notes you can create or attach to a record, but they do only appear in FTF and PubFinder, not in the Exact Match Screen | ||
| + | * Notes should be avoided as they behave strangely. Use appropriate Custom Labels for internal and public notes, use these notes when you need to apply something across multiple KB items or if you need more advanced formatting. | ||
| ===== Enabling a New Resource ===== | ===== Enabling a New Resource ===== | ||
| When a brand new resource appears in your queue it can be enabled in HLM. | When a brand new resource appears in your queue it can be enabled in HLM. | ||
| - | |||
| - | ==== How to Enable ==== | ||
| * Confirm whatever title or package actually matches the subscribed content. Selecting the title will activate it in HLM | * Confirm whatever title or package actually matches the subscribed content. Selecting the title will activate it in HLM | ||
| * Always check the proxy settings, custom coverage, and whether or not the package is set to Allow EBSCO to Add New Titles. | * Always check the proxy settings, custom coverage, and whether or not the package is set to Allow EBSCO to Add New Titles. | ||
| + | * OA content, including content from publishers we pay for, should not be proxied to allow for better guest access. | ||
| * Leave any notes as Custom Labels | * Leave any notes as Custom Labels | ||
| - | + | * Moving forward, we will activate all material types in HLM except for Abstract and Index packages. This may need to be revised following further testing in EDS/FTF. | |
| - | ==== When Not to Enable ==== | + | * PubFinder will be configured specifically to show only some types of title material types (primarily excluding non serial content like eBooks) but if there is a link and a linking mechanism, the content could appear in an FTF menu and will always appear in downloads. |
| - | * Flesh out | + | |
| ===== Regular Maintenance in HLM ===== | ===== Regular Maintenance in HLM ===== | ||
| - | ==== Renewals ==== | ||
| - | Renewals in HLM are easier than anywhere else. As long as the resource is still enabled and the number of titles is roughly the same as the title list/SFX target then things are just fine. | ||
| - | |||
| - | ==== Non-Renewals ==== | ||
| - | When a ceased or cancelled workflow step arrives in your Queue, the resource in HLM needs to be disabled. | ||
| - | * Make changes to the notes in CORAL | ||
| - | |||
| - | ==== Title Changes ==== | ||
| - | * Deselect in the first package (as long as they are not one of the PA publishers) and select it in the new package if applicable. | ||
| - | ==== Platform Changes ==== | ||
| - | TBD | ||
| ===== Custom Content ===== | ===== Custom Content ===== | ||
| - | TBD | + | Try to keep custom content to a minimum to avoid the hastels of duplication. Search UMAAH in the vendor search to find all custom content. |
| + | * ProQuest Legislative and Executive Publications: a UMAAH custom package for the different access points/names of the PQ Congressional Collection, there is a mix of managed custom and full custom titles. | ||
| + | * ScholarWorks@UMass Amherst: eJournal content from Scholarworks, there is a mix of managed custom and full custom titles. | ||
| + | * UMass Amherst eResources: Outlier resources of various types, there is a mix of managed custom and full custom titles. | ||
| --- //[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]// | --- //[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]// | ||
