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ebsco_regular_tasks [2019/06/21 11:11]
jmulvaney [Regular Updates]
ebsco_regular_tasks [2019/12/06 11:19] (current)
jmulvaney [SCUA Location Lookup Tables]
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 ==== SCUA Location Lookup Tables ==== ==== SCUA Location Lookup Tables ====
 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. 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 AOP (check the Working Documentit's attached as a note to a cell)+  * Go to the URL Aaron created to access the OAI endpoint. ​(Search in email for SCUA OAIemail is from April 2019.)
       * Save (right click) as an XML file       * Save (right click) as an XML file
-      * Go to the save location and convert ​the file  to an Excel Spreadsheet. +      * Open a blank Excel File 
-  * Allow Excel to open the file as an XML table, and to create its own Schema. (Click OK twice.)+      * Open the XML File (not through ​the data tab, but underl File > Open) 
 +      * Allow Excel to open the file as an XML table, and to create its own Schema. (Click OK twice.) 
 +  * Copy and paste the data into a new tab to sever the link with the XML File
   * Open the credo_lookup_table document.   * Open the credo_lookup_table document.
-      * DRMS Drive>​EDS>​Institutional Repository and Catalog>​SCUA Lookup Table Updates Folder+      * DRMS Drive > EDS > Institutional Repository and Catalog > SCUA Lookup Table Updates Folder
           * The documents inside are the ones sent to EBSCO. Find the latest.           * The documents inside are the ones sent to EBSCO. Find the latest.
-          * **If the number of rows match betwn the two worksheets (new and old) you don't have to continuee.**+          * **If the number of rows match between ​the two worksheets (new and old) you don't have to continue.**
   * Remove the first three columns and the final column from the new data   * Remove the first three columns and the final column from the new data
       * These are identifiers and descriptions that are not needed for EDS.       * These are identifiers and descriptions that are not needed for EDS.
-  * Steal the First line for formatting ​the document ​to send to Support +  * Set up the headers ​for the file to send to EBSCO (Steal it from the old document) 
-      * Name in Data matches to ns1:​setSpec +      * ns1:​setSpec ​: Name in Data 
-      * Facet Display: **INSERT BLANK COLUMN** +      * Insert Blank Column: ​Facet Display 
-      * Full Displayns1:setName+      * ns1:setName : Full Display 
 +      * ns1:​setName ​: Limiter
       * Limiter: ns1:setName (Copy the entire column)       * Limiter: ns1:setName (Copy the entire column)
   * The Second Column (Facet Display) needs to be created manually   * The Second Column (Facet Display) needs to be created manually
       * Copy the column from the old document send to EBSCO       * Copy the column from the old document send to EBSCO
-      * Find the places where the changes happened.+      * Find the places where the changes happened. ​(//For Dec. 2019 the new additions were all at the bottom of the file//
           * Insert a Cell and create a new Facet Display Name           * Insert a Cell and create a new Facet Display Name
-      * **SAVE THE DOCUMENT** ​as a .txt tab delimited ​file to the same folder. +      * Save the Excel spreadsheet and then save it as a .txt file 
-  * Email the document to Support ​or use the Supportal ​to submit it. +  * Email the document to Support to submit it. 
-      * Ask for the table to be added to "UMass SCUA Digital Collections (ir01012a)"​+      * "​Hello,​ Could the attached file be used to update the location lookup table for UMAAH ir01012a ​(Credo UMass Amherst)? Thanks! Jack"
 ===== LCL Collection Updates ===== ===== 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.
ebsco_regular_tasks.txt · Last modified: 2019/12/06 11:19 by jmulvaney
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