Differences

This shows you the differences between two versions of the page.

--- hlm_admin_maintenance [2020/12/02 18:34]
jmulvaney [HLM Link Rankings]
+++ hlm_admin_maintenance [2021/03/10 16:41]
jmulvaney [KB Maintenance]
@@ Line 153: / Line 153: @@
 Moving forward we will test links during the renewal process. Using a test profile which just uses the FTF CustomLink perform a title search for a title in package, generate an FTF menu, and confirm that the links you expect to see are appearing. Consider testing from multiple metadata sources and comparing the menus to see if mandatory fields are causing some links to fail.
-===== General HLM/FTF/PFUI Procedures =====
-There are not many formal procedures for HLM/FTF/PFUI, but some will need to be created post-Go Live
-==== Quality of Metadata & Linking ====
-TBD
-==== Open Access Linking ====
-TBD
-==== Perpetual Access Policy ====
-See [[perpetual_access_procedures|Perpetual Access Procedures &amp; Codes]]
-  * This should be updated post Go-Live and the previous page archived.
 ===== HLM Regular Tasks =====
 There are some regular maintenance things that need to be done to make sure that HLM is up to date.
@@ Line 181: / Line 173: @@
 Jack will work with EBSCO to try and get an actual link created so that we can link to ScholarWorks content through the FTF menus in addition to PFUI.
 ==== Print Holdings Update ====
+TBD
+===== HLM/FTF/PFUI Policies & Procedures =====
+These are some of the short term policies and procedures being created for HLM, Full Text Finder, and PubFinder
+==== KB Maintenance ====
+Knowledgebase Maintenance takes place in two phases. Content should be renewed on a yearly basis during the renewals process (see above) and general maintenance should be performed regularly throughout the year.
+For regular maintenance consider the following:
+  * Content formerly managed by the autoloads should be downloaded as KBART files from the publisher platform, transformed, and uploaded to HLM to overwrite existing data twice a year. Specific instructions can be found above.
+  * Links should be reviewed regularly to ensure that link language, customizations, icons, etc. have not been changed in the EBSCO Admin
+  * Whenever Support interacts with HLM, their suggestions or changes should be reviewed to ensure that local decisions have not been reversed.
+  * Once a week, a Full download of the KB should be taken from the Admin (minus Print and eBooks) to make sure we have backups of content.
+  * Once a week, titles removed from holdings should be reviewed.
+==== Open Access Policy ====
+TBD
+==== Perpetual Access Policy ====
+See [[perpetual_access_procedures|Perpetual Access Procedures &amp; Codes]]
+  * This should be updated post Go-Live and the previous page archived.
+==== Configuration Decisions ====
+TBD
+==== Customizations ====
+TBD
+==== Branding ====
+TBD
+==== Embedded FTF Buttons ====
 TBD