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eds_admin_management [2021/03/25 15:49]
jmulvaney [CustomLink Editing]
eds_admin_management [2021/11/09 15:53]
jmulvaney
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 **Also See** **Also See**
   * [[hlm_admin_maintenance|HLM Admin Maintenance]]   * [[hlm_admin_maintenance|HLM Admin Maintenance]]
 +  * [[ebscohost_maintenance|EBSCOhost Database Maintenance]]
  
 Per Steve, here’s how records get from Aleph to EDS: Per Steve, here’s how records get from Aleph to EDS:
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           * Test the URL to make sure it is what you expect.           * 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.           * Test in Opera with the Silk Prefix. If it does not work it means the resource is not correctly configured in EZPRoxy.
 +
 +==== EBSCO Outage Procedures ====
 +
 +Please see this [[https://​docs.google.com/​document/​d/​1H59fZ2ukJnZa32YsgQupNndeyTEUhdmDSK7NRkwTW2c/​edit?​usp=sharing | Google Doc]] for instructions on how to handle outages in the EBSCO environment.
  
 ===== Enabling a New Resource ===== ===== Enabling a New Resource =====
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 The final step is assigning a ranking to whatever metadata you just enabled. The final step is assigning a ranking to whatever metadata you just enabled.
    * Navigate back to the Linking Tab    * Navigate back to the Linking Tab
-       * Once you've create a new CutomLink ​it will appear automatically at the bottom of the list. Assign it a ranking based on the list below. +       * Once you've create a new CustomLink ​it will appear automatically at the bottom of the list. Assign it a ranking based on the list below. 
-   * The ranking of CustomLinks is loosely based on SFX sort_services.config ranking. +   * The ranking of CustomLinks is loosely based on older SFX sort_services.config ranking. 
-       * 0  = Aleph Data, EBSCO Services+       * 0  = Catalog ​Data, EBSCO Services
        * 10 = Paid publisher subscriptions        * 10 = Paid publisher subscriptions
        * 20 = Publisher hosts (Ingenta, Highwire, etc.)        * 20 = Publisher hosts (Ingenta, Highwire, etc.)
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        * 90 = Indexes (Web of Science/​MathSciNet)        * 90 = Indexes (Web of Science/​MathSciNet)
    * Once you've assigned or changed a ranking, scroll down to the bottom of the page a click submit.    * 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.+   * Put the name of the CustomLink from the Ranking Screen in the "Discovery Details" note in FOLIO. 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.        * 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.+           * Only one CustomLink will ever show on an EDS Metadata Record.
  
 ==== Deleting CustomLinks ==== ==== Deleting CustomLinks ====
 To delete a CustomLink, you need to remove the CL from the ranking and then go and make edits in the Modify Screen. Remove the (umaah) from the Link Name, toggle the radio button to "Make this link your own (self-managed)."​ This will cause the screen to reload. Hit submit. Back in the Modify Screen use the "​X"​ button on the far right of the screen and verify with the popup. The CL entry will be removed from the screen. To delete a CustomLink, you need to remove the CL from the ranking and then go and make edits in the Modify Screen. Remove the (umaah) from the Link Name, toggle the radio button to "Make this link your own (self-managed)."​ This will cause the screen to reload. Hit submit. Back in the Modify Screen use the "​X"​ button on the far right of the screen and verify with the popup. The CL entry will be removed from the screen.
-  * This no longer appears to work as of June 2020. Please use the "Removed" naming convention to keep the unused CLs at the bottom of the list.+  ​* **This no longer appears to work as of June 2020**. Please use the "z [REMOVED]" naming convention to keep the unused CLs at the bottom of the list.
  
 ===== Renewal Procedures ===== ===== Renewal Procedures =====
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 ==== Checking Metadata ==== ==== Checking Metadata ====
-   * Check the Access Tab in CORAL to see if the resource is activated in EDS+   * Check the Discovery Details note in FOLIO to see if the resource is activated in EDS
        * If it is, go to the Admin and make sure the metadata is still enabled.        * If it is, go to the Admin and make sure the metadata is still enabled.
-           ​* ​Put the name of the Database from the DB Tab in the "EDS DB Name" ​note in the Access Tab of CORALMark the "Data Integration"​ section EDS=DB to Yes.+           ​* ​If the database ​name has changed please update ​the note. Make sure the "Data Integration"​ section EDS=DB ​is set to Yes.
        * If it is not, go to the Wiki and check to see if the publisher has partnered with EBSCO to share metadata. If they have, use the process outlined above.        * If it is not, go to the Wiki and check to see if the publisher has partnered with EBSCO to share metadata. If they have, use the process outlined above.
-           * If they are not a partner, make sure the Data Integration note is correct, and leave an EDS General ​Note saying they aren't partners.+           * If they are not a partner, make sure the Data Integration note is correct, and use the Discovery Details note Note "UM EDS Metadata & Linking Non-Partner" ​saying they aren't partners.
                * Skip the rest of these steps and mark the Workflow step complete. ​                * Skip the rest of these steps and mark the Workflow step complete. ​
  
 ==== Checking CustomLinks ==== ==== Checking CustomLinks ====
    * If the resource is activated in EDS, check the CustomLink settings to make sure they reflect the notes above.    * If the resource is activated in EDS, check the CustomLink settings to make sure they reflect the notes above.
-       * Make sure that all the correct LCL Collections are selected ​if it is a resource like HeinOnline, where new collections ​may have been added to our subscription. Use the instructions above+       * Make sure the correct LCL Collections are still selected. If there are new collections ​please select an appropriate LCL Collection
-   ​Put the name of the LCL Collection from the Editing Window in the "EDS LCL Collection" ​note in the Access Tab of CORALMark the "Data Integration"​ section EDS=CL to Yes.+           ​If anything has changed or new collections are added, update ​the Discovery Details ​note in FOLIOMake sure the "Data Integration"​ section EDS=CL to Yes.
  
 ==== Checking Rankings ==== ==== Checking Rankings ====
    * If the CustomLink is configured correctly, check the ranking to make sure that it reflects the list above.    * 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.+       * Put the name of the CustomLink from the Ranking Screen in the "Discovery Details" note in FOLIO. Also mark what the ranking is.
  
-===== General ​EDS Procedures ===== +==== Checking Linking in EDS ====
-There are not many formal procedures for EDS, but some will need to be created post-FOLIO +
- +
-==== Quality of Metadata & Linking ==== +
-TBD +
- +
-==== Open Access Metadata & Linking ​====+
 TBD TBD
  
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 ==== CustomLink Checking ==== ==== CustomLink Checking ====
-  * Once a year, all ranked CustomLinks should be checked to make sure that they conform to the UMAAH naming system, link language and hover text should be reviewed to ensure it matches (except where there is an icon), ​lcl collections should be verified, and the proxy settings should be checked to make sure it is correctly toggled.+  * Once a year, all ranked CustomLinks should be checked to make sure that they conform to the UMAAH naming system, link language and hover text should be reviewed to ensure it matches (except where there is an icon), ​LCL collections should be verified, and the proxy settings should be checked to make sure it is correctly toggled.
  
 ==== Test Profile Review ==== ==== Test Profile Review ====
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 === Location Lookup Tables === === Location Lookup Tables ===
-The location lookup table for the physical spaces of the Five Colleges need to be updated periodically based on changes to Aleph collection codes and SubLibraries.+The location lookup table for the physical spaces ​and electronic collections ​of the Five Colleges ​and need to be updated periodically based on changes to Catalog locations.
   * This is something coordinated through Five College Discovery Committee. When new collections or locations are created or deleted, let DRMS know and we can work to update them with EBSCO.   * This is something coordinated through Five College Discovery Committee. When new collections or locations are created or deleted, let DRMS know and we can work to update them with EBSCO.
 +
 +**A FORMALIZED PROCEDURE needs to be created for changes to this data in FOLIO.**
  
 ==== UMass SCUA Digital Collections (ir01012a) ==== ==== UMass SCUA Digital Collections (ir01012a) ====
 **This isn't working with newer versions of excel** **This isn't working with newer versions of excel**
 +
 +**Workaround**
 +  * Go to the URL Aaron created to access the OAI endpoint. (It is stored in JGMs calendar invite.)
 +    * Scroll to the bottom of the XML Tree
 +    * Compare the final collection to the most recent file sent to EBSCO (As of 20210201 it is Silvio O. Conte)
 +      * Check DRMS Drive or EBSCO Connect
 +    * If they match, no new collections have been added
 +      * If they don't, use the formatting mentioned above and create a new lookup table with additional collections appended to the older version. Send to EBSCO as outlined above.
  
 === Location Lookup Tables === === Location Lookup Tables ===
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   * Email the document to Support to submit it.   * Email the document to Support to submit it.
       * "​Hello,​ Could the attached file be used to update the location lookup table for UMAAH ir01012a (UMass SCUA Digital Collections)?​ Thanks! Jack"       * "​Hello,​ Could the attached file be used to update the location lookup table for UMAAH ir01012a (UMass SCUA Digital Collections)?​ Thanks! Jack"
- 
-**Workaround** 
-  * Go to the URL Aaron created to access the OAI endpoint. (It is stored in JGMs calendar invite.) 
-    * Scroll to the bottom of the XML Tree 
-    * Compare the final collection to the most recent file sent to EBSCO (As of 20210201 it is Silvio O. Conte) 
-      * Check DRMS Drive or EBSCO Connect 
-    * If they match, no new collections have been added 
-      * If they don't, use the formatting mentioned above and create a new lookup table with additional collections appended to the older version. Send to EBSCO as outlined above. 
- 
 ==== UMass ScholarWorks (ir00062a) Location Lookup Tables ==== ==== UMass ScholarWorks (ir00062a) Location Lookup Tables ====
 **TBD pending fix by EBSCO in 2020.** **TBD pending fix by EBSCO in 2020.**
eds_admin_management.txt · Last modified: 2022/08/16 15:05 by jmulvaney
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