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--- eds_admin_management [2019/04/11 13:39]
jmulvaney
+++ eds_admin_management [2019/06/07 18:40]
jmulvaney [CustomLink Rankings]
@@ Line 3: / Line 3: @@
 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.
+**Also See**
+  * [[hlm_admin_maintenance|HLM Admin Maintenance]]
+  * [[ebsco_regular_tasks|EDS & HLM Regular Tasks]]
 ==== 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.
@@ Line 38: / Line 41: @@
    * Bottom Branding
        * We have not changed the default bottom branding.
+==== EBSCO Core Indexes ====
+  * Complementary Index: Includes metadata by primary publishers for searching. Publishers included in this data set include Elsevier, Wiley, Springer, Taylor & Francis, Sage, Nature Publishing, ACM, Oxford, Cambridge, and thousands of others.
+  * Supplemental Index: Includes EBSCO-enhanced metadata for journals and  magazines (including peer-reviewed journals) not available in Academic Search or Business Source, as well as books, newspapers, and more.
+      * There is no way to tell beyond this list what content is in either of these core Indexes. EBSCO keeps it quiet for business reasons. You can always try searching for something in Discovery and limiting to one of these Content Providers to see where the metadata is coming from.
+  * eBook Index: Includes metadata and searchable full text for more than hundreds of thousands of eBooks and is designed to facilitate discovery and linking of the eBooks you purchase directly from primary publishers such as Wiley, Sage, Cambridge University Press, and Oxford University Press.
+  * Academic Search and Business Source: Includes metadata for more than these two resources. EDS suggests that we enable them regardless of subscription.
+  * EBSCO Partner Databases: Publishers and databases partnered with EBSCO to provide metadata for EDS searching.
+  * Subject Indexes: Includes databases that do not work directly with discovery services,  such as: America: History & Life, Art Abstracts, Atla Religion Database, Biological Abstracts, CAB Abstracts, CINAHL, EconLit, PsycINFO, RILM Abstracts of Music Literature, and more.
+==== Creating Local Collections ====
+Local collections of content can be created to populate the LCL Collections select box in a CustomLink editing view. Some CustomLinks require creation of LCL collections to facilitate linking (Lit .Crit. Online, JSTOR Books) and some LCL collections are created for when we have a very small subset of whatever LCL collection is being offered in EDS.
+  * To create a local collection, you must first have some sort of datafile from a publisher platform.
+      * A title list, KBART or CSV export, etc.
+      * It should at least include IS*N and a title.
+          * Other information like date thresholds, call numbers (for print), holdings notes should be created prior to upload. See Kat for more details.
+      * Save whatever file you have as a .txt tab delimited format
+          * **DO NOT INCLUDE THE FIRST LINE AS A HEADER**
+  * Go to the EBSCOAdmin and choose "Local Collections" from the menu ribbon.
+  * First select Add a New Collection
+      * You must create an ID and Description. The ID character limit is very small.
+      * Include Alternate ISSNs is selected as a default. If the content is mixed media or eBooks turn this off.
+      * Submit
+  * Find the collection line and click "Go"
+  * Now you need to actually upload the titles into the LCL Collection
+      * Choose "Upload Local Titles" above the Browse bar and collection name.
+          * Leave the File Type as Tab Delimited
+          * File Encoding refers to the characters of the text. If there are non latin letters they are considered encoded. For example, German umlauts are encoded as UTF-8. View the [[https://connect.ebsco.com/s/article/What-is-the-Field-Encoding-field-when-I-upload-a-Local-Collection-in-EBSCOadmin|Field Encoding Page]] for specific coding types.
+          * Take the Collection ID you created from the step above
+          * Indicate which columns reflect which field.
+              * Column numbers must be surrounded in Brackets.
+          * Update Mode: Append is for adding content, Replace is for overwriting existing content. Use append for new LCL collections or small additions.
+          * Attach the file and leave an email to be notified by
+      * Submit
+  * Once the titles are added you can select the LCL collection in a CustomLink editing screen.
+==== Direct URL Building ====
+To build a direct URL to one of the EBSCOHost resources, use their [[https://support.ebsco.com/eit/urlb.php|Direct URL Builder]]
+  * The default is for an EBSCOhost Research Databases, choose something from the dropdown if this does not match what you need a URL for.
+      * Select the correct EBSCOhost DB.
+      * Enter our customer ID
+      * Ignore the Group ID (Despite the two red asterisks, it is not required)
+      * Enter our proxy address
+          * silk.library.umass.edu
+      * Select IP Address and User ID/Password as our Authentication Methods
+      * Click Generate URL
+          * Test the URL to make sure it is what you expect.
+          * Test in Opera with the Silk Prefix. If it does not work it means the resource is not correctly configured in EZPRoxy.
 ===== Enabling a New Resource =====
@@ Line 84: / Line 135: @@
 ==== CustomLink Editing ====
 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.
    * 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.
@@ Line 136: / Line 187: @@
    * Once you've assigned or changed a ranking, scroll down to the bottom of the page a click submit.
    * Put the name of the CustomLink from the Ranking Screen in the "EDS CL Name" note in the Access Tab of CORAL. Also mark what the ranking is.
+       * Linking in EDS tries to match a partner database with the CustomLink for the same partner, but if something is ranked higher than that partner full text may be found elsewhere and prioritized. For example, a record could come from aggregator metadata like Gale's, but since individual publishers are ranked higher an Accessible Archives CL could provide the actual full text.
+           * Only one CustomLink will ever show.
 ===== Renewal Procedures =====
@@ Line 156: / Line 209: @@
    * If the CustomLink is configured correctly, check the ranking to make sure that it reflects the list above.
    * Put the name of the CustomLink from the Ranking Screen in the "EDS CL Name" note in the Access Tab of CORAL. Also mark what the ranking is.
+===== Creating Local Collections for EDS =====
+Text
+  * Text
 ===== 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 ====
 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.