Differences

This shows you the differences between two versions of the page.

--- eds_admin_management [2021/03/25 15:55]
jmulvaney [Checking CustomLinks]
+++ eds_admin_management [2022/06/06 15:20]
jmulvaney [Understanding Linking]
@@ Line 1: / Line 1: @@
 ===== EDS Admin Management =====
-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 partners with publishes for eResource metadata and we provide a file of our FOLIO records as well as several institutional repositories to create the search experience in EDS. Linking to content through CustomLinks is possible in EDS but has no benefit outside of EDS, meaning FTF handles a large portion of eResource linking. Enabling metadata and linking 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]]
+  * [[ebscohost_maintenance|EBSCOhost Database Maintenance]]
 Per Steve, here’s how records get from Aleph to EDS:
@@ Line 15: / Line 16: @@
 ==== Understanding Linking ====
 Linking through EDS is rather complex, and has a variety of methods. This is due to our relationship with EBSCO as a publisher, a subscription agent, and as a discovery service. Basically there are four different types of links.
-   * UMass: Link to Resource (Aleph Holdings Record Links)
+   * UMass: Link to Resource (FOLIO Holdings Record Links)
-       * Metadata provided from MARC records in Aleph with 856's from the holdings record powering the linking. For eResources, these links appear for cover records and batch loads. The Link brings you directly to content at the publisher site. This form of linking is managed via 2 CustomLinks created for our Admin, one is for the brief record and the other is for advanced. We provide a stanza of link language to determine which 856's get pushed to patrons (so for instance a MHC Springer eBook link does not appear but a 5C Free eResource link will.) These stanzas are stored in the FCDC Drive.
+       * Metadata provided from MARC SRS records in FOLIO with URLs from the holdings record powering the linking. For eResources, these links appear for cover records, eBooks, and batch loads. The Link brings you directly to content at the publisher site. This form of linking is managed via customization of the catalog and a customlink for the advanced record. We provide a stanza of link language to determine which URLss get pushed to patrons (so for instance a MHC Springer eBook link does not appear but a 5C Free eResource link will.) These stanzas are stored in the FCDC Drive.
    * HTML Full Text/PDF Full Text Links (Smart Links)
-       * These appear when EBSCO has the content relating to whatever record you are viewing in one of the databases they publish and you subscribe to. It is one of the most common links users see in EDS. These links appear regardless of metadata source.
+       * These appear when EBSCO has the content relating to whatever record you are viewing in one of the EBSCOHost databases they publish and you subscribe to. It is one of the most common links users see in EDS. These links appear regardless of metadata source.
    * Linked Full Text (Smart Linking+)
        * These appear when EDS wants to link us to something we buy from EBSCO, but that they do not publish. This is for things like eJournals, packages, etc. These links are powered by a system that lives in between EBSCONet and EDS, and **NOT** HLM. It is not tied to order integration in HLM.
          * SL+ was disabled during the Spring Semester 2020 as part of the FTF migration. Terry Walsh turned it back on in June 2020.
-   * CustomLinks (Including: UMlinks, ILL Request, Catalog Links, Connect to Resource, Configured Publisher Icon)
+   * CustomLinks (Including: Full Text Finder, ILL Request, Catalog Links, Connect to Resource, Configured Publisher Icon)
-       * These are managed by UMass to facilitate full text linking to content we subscribe to outside of EBSCO (although this is not a hard rule.) If there is not a Smart Link, SmartLink+, or CustomLink, then the SFX or ILL button will appear on a record.
+       * These are managed by UMass to facilitate full text linking to content we subscribe to outside of EBSCO (although this is not a hard rule.) If there is not a Smart Link, SmartLink+, or CustomLink, then the FTF or the ILL button will appear on a record.
 ==== EDS Statistics ====
@@ Line 118: / Line 119: @@
           * 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.
+==== 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 =====
@@ Line 237: / Line 242: @@
 ==== Checking CustomLinks ====
    * 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 "Discovery Details" note in FOLIO. Mark the "Data Integration" section EDS=CL to Yes.
+           * If anything has changed or new collections are added, update the Discovery Details note in FOLIO. Make sure the "Data Integration" section EDS=CL to Yes.
 ==== Checking Rankings ====
    * 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 =====
-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 ====
+==== Checking Linking in EDS ====
 TBD
@@ Line 257: / Line 256: @@
 ==== 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 ====
@@ Line 272: / Line 271: @@
 === 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.
+**A FORMALIZED PROCEDURE needs to be created for changes to this data in FOLIO.**
 ==== UMass SCUA Digital Collections (ir01012a) ====
 **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 20211201 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 ===
@@ Line 305: / Line 314: @@
   * 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"
-**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 ====
 **TBD pending fix by EBSCO in 2020.**