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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. | ||
| + | |||
| + | ==== Searching, Results, Delivery, etc. Tabs ==== | ||
| + | The Searching tab contains all the functionality for basic and advanced searching in EDS. Like searching, the Results tab contains all functionality for adjusting how search results are displayed to the end users. The Delivery Options tab changes what end users see for options to interact with a record in EDS. Changing any of these settings **will** affect end users, and should never be done without testing the outcome first. | ||
| ==== Understanding Linking ==== | ==== Understanding Linking ==== | ||
| Line 17: | Line 20: | ||
| ==== Updating Branding ==== | ==== Updating Branding ==== | ||
| Video documentation can be found at the various EBSCO support sites. | Video documentation can be found at the various EBSCO support sites. | ||
| + | * First, make sure you are in the EDS profile. Then navigate to the branding tab. | ||
| + | * To modify individual aspects of EDS, click the "Modify" link. | ||
| + | * General Settings | ||
| + | * UMass Branding colors can be [[https://www.umass.edu/brand/ | found here.]] | ||
| + | * We have opted not to use the top ribbon Ask-a-Librarian link. | ||
| + | * We have the "Ask Us" box as a clickable image at the top right. | ||
| + | * The only customized button we have in the ribbon is for the SFX eJournal Search. There are several defaults that could be turned on. | ||
| + | * Our label is "Discovery Search: Find books, articles, DVDs & more." | ||
| + | * Basic Search | ||
| + | * **DO NOT TOUCH.** This HTML code is for the search box on the Library website home page. | ||
| + | * Additional Options | ||
| + | * Leave this checked as enhanced so that we can control more. | ||
| + | * Top Branding | ||
| + | * Library Logo URL: The URL for the actual image. These need to be updated when the University changes its branding. Speak to Development & Communication for high quality image files. | ||
| + | * Library Logo Hyperlink: The library homepage | ||
| + | * Top Right Branding: This can either be a text link, or a hyperlinked image. We use the green "Ask Us" box in lieu of an Ask-a-Librarian button in the top ribbon. | ||
| + | * Bottom Branding | ||
| + | * We have not changed the default bottom branding. | ||
| ===== Enabling a New Resource ===== | ===== Enabling a New Resource ===== | ||
| Line 63: | Line 84: | ||
| ==== CustomLink Editing ==== | ==== CustomLink Editing ==== | ||
| There are many fields in this menu. Some are configurable, some should **never** be changed. | There are many fields in this menu. Some are configurable, some should **never** be changed. | ||
| - | * Basic Settings | + | |
| - | * Link Name: **Leave This**, especially if it is "managed" by EBSCO | + | ^ Basic Setting Field ^ UMA Global Setting ^ Notes ^ |
| - | * 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. | + | | Link Name | **Leave This** | Especially if it is "managed" by EBSCO | |
| - | * Customize Link: **Leave This** as EBSCO Managed or else we will not receive the global updates. | + | | Managed By | **N/A** | EBSCO doesn't manage activation, they just make global updates. | |
| - | * Category: | + | | Customize Link | **Leave This** | as EBSCO Managed or else we will not receive the global updates. | |
| - | * Link Text: Ignore | + | | Category | TBD | |
| - | * Mouse Over Text: Ignore | + | | Link text | **Connect to Resource** | This is the most common language.| |
| - | * Link Icon: Icons are part of the deals with EBSCO. Most things are just "Connect to Resource" | + | | Mouse-Over Text | **Connect to Resource in (Resource Name)** | This will be on links and images. | |
| - | * Base URL: **DO NOT CHANGE** | + | |Link Icon | **Ignore** | Icons are part of the deals with EBSCO and supercede link text. | |
| - | * Query String: **DO NOT CHANGE** | + | | Base URL | **DO NOT CHANGE** | EBSCO support can make changes | |
| - | * Advanced Settings | + | | Query String | **DO NOT CHANGE** | EBSCO support can make changes | |
| - | * Mandatory Fields: **DO NOT CHANGE**. This is part of the linking that EBSCO manages | + | |
| - | * Window Properties: Ignore | + | ^ Advanced Settings Field ^ UMA Global Setting ^ Notes ^ |
| - | * Display in New Window: **ALWAYS YES** | + | | Mandatory Fields | **DO NOT CHANGE** | This is part of the linking that EBSCO manages | |
| - | * Window Name: Ignore | + | | Window Properties | TBD | | |
| - | * Hide Link if Full Text **ALWAYS NO** (ILL is the only one set to Yes) | + | | Display in New Window | **ALWAYS YES** | | |
| - | * Show Link: **ALWAYS "If Item is in Collection"** | + | | Window Name | TBD | | |
| - | * Local Collections for Filter: **USE CTRL+CLICK** or else everything will be automatically overwritten | + | | Hide Link if Full Text | **ALWAYS NO** | (ILL is the only one set to Yes) | |
| - | * Click only the ones we buy (like for Hein Online, choose all the databases we subscribe to, etc. for Gale, ProQuest, etc.) | + | | Show Link | **ALWAYS "If Item is in Collection"** | | |
| - | * There may be a handful there may be a hundred | + | | Local Collections for Filter | **USE CTRL+CLICK** | Select what we own. LCL will start with UMAAH. | |
| - | * These actually have a third ID with system.eds, the LCL Collection Code. The ones we create start with UMAAH. | + | | Show on Results List | TBD | | |
| - | * Show on Results List: | + | | Show on Publication Detail | TBD | | |
| - | * Show on Publication Detail: | + | | Show on Detailed Record | TBD | | |
| - | * Show on Detailed Record: | + | | Show in Publication Finder Results | TBD | | |
| - | * Show in Publication Finder Results: | + | | Show in Publication Finder Details | TBD | | |
| - | * Show in Publication Finder Details: | + | | Show in Catalog Holdings Table | TBD | | |
| - | * Show in Catalog Holdings Table: | + | | Mandatory Data for Display in Catalog Holdings Table | TBD | | |
| - | * Mandatory Data for Display in Catalog Holdings Table: | + | | Target Uses Ref URL | **ALWAYS NO** | | |
| - | * Target Uses Ref URL: **ALWAYS NO** | + | | Uses Proxy | **ALWAYS YES** | Unless OA | |
| - | * Uses Proxy: **ALWAYS YES** Unless OA | + | | Primary Proxy | **SILK** | Unless OA | |
| - | * Primary Proxy: **SILK** Unless OA | + | | Secondary Proxy | **NONE** | | |
| - | * Secondary Proxy: **NONE** | + | |
| * Once you have made the changes you need, be sure to click submit at the bottom of the page. | * Once you have made the changes you need, be sure to click submit at the bottom of the page. | ||
| * Put the name of the LCL Collection from the Editing Window in the "EDS LCL Collection" note in the Access Tab of CORAL. Mark the "Data Integration" section EDS=CL to Yes. | * Put the name of the LCL Collection from the Editing Window in the "EDS LCL Collection" note in the Access Tab of CORAL. Mark the "Data Integration" section EDS=CL to Yes. | ||
