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hlm_admin_maintenance [2021/03/10 16:35] jmulvaney |
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===== HLM/FTF/PFUI Policies & Procedures ===== | ===== HLM/FTF/PFUI Policies & Procedures ===== | ||
- | There are not many formal procedures for HLM/FTF/PFUI, but some will need to be created post-Go Live | + | These are some of the short term policies and procedures being created for HLM, Full Text Finder, and PubFinder |
==== KB Maintenance ==== | ==== KB Maintenance ==== | ||
- | TBD | + | 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 ==== | ==== Open Access Policy ==== | ||
TBD | TBD |