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eds_admin_management [2019/04/11 13:39]
jmulvaney
eds_admin_management [2019/04/23 14:03]
jmulvaney
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 ==== 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 ByEBSCO 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 IconIcons 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, etcfor 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.
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 ===== EDS & eJournal Content ===== ===== EDS & eJournal Content =====
 +  * eJournal content is managed through the connection to [[hlm_admin_maintenance|HLM]]. Titles enabled in HLM appear in the exact match eJournal placard, and allow for SmartLinking Plus.
  
- 
-==== Holdings Management and Ejournal Placards ==== 
-Any content which is billed to EBSCO is maintained in Holdings Management by EBSCO. The last (second) full load from SFX to EBSCO is to be done in Summer 2017 using a Basic Export from SFX. EBSCO was unable to use an Advanced export despite the availability of parse params. From now on, management of non-EBSCO billed ejournals needs to be done manually. 
- 
-For workflow: see [[http://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=access_coordination|Access Coordination.]] 
- 
-For instructions on making changes in HLM: see [[https://​help.ebsco.com/​interfaces/​Full_Text_Finder/​Holdings_Management_User_Guide/​Adding_or_Removing_Titles_from_Holdings#​titles2]] 
 ==== SFX file to EDS for Library Collection Limiter ==== ==== SFX file to EDS for Library Collection Limiter ====
 There is a cron job set up to transfer SFX holdings to EDS for the Library Collection Limiter. The cron runs at 4:01 am every Tuesday to be processed by EBSCO on Wednesdays at 11:00 am. The cron sends an Advanced Export serials file by ftp to EBSCO. See Steve Bischof for more information. There is a cron job set up to transfer SFX holdings to EDS for the Library Collection Limiter. The cron runs at 4:01 am every Tuesday to be processed by EBSCO on Wednesdays at 11:00 am. The cron sends an Advanced Export serials file by ftp to EBSCO. See Steve Bischof for more information.
eds_admin_management.txt · Last modified: 2022/08/16 15:05 by jmulvaney
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