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

--- eds_admin_management [2017/09/05 08:34]
cknapp [Holdings Management and Ejournal Placards]
+++ eds_admin_management [2019/06/21 11:08] (current)
jmulvaney
@@ Line 1: / Line 1: @@
 ===== EDS Admin Management =====
-==== CustomLinks ====
-The order of CustomLinks is loosely based on SFX sort_services.config ranking. Here is the basic order, with space for tweaking.
-   * 10 = Paid publisher subscriptions
-   * 20 = Publisher hosts (there weren’t any)
-   * 30 = Newspapers
-   * 40 = Databases
-   * 45 = Media, image, and streaming
-   * 50 = Less reliable aggregators and digitized historical publications
-   * 60 = eBooks
-   * 70 = Open access
-   * 80 = Reviews
-==== Holdings Management and Ejournal Placards ====
+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.
-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.]]
+**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.
-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]]
+==== Understanding Linking ====
-==== SFX file to EDS for Library Collection Limiter ====
+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 three different types of links.
-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.
+   * HTML Full Text/PDF Full Text Links (Called 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.
+   * Smart Link Plus (Shown as Linked Full Text)
+       * 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.
+   * CustomLinks (UMlinks, ILL Request, Catalog Links, Connect to Resource, Configured Publisher Icon)
+       * These are also very popular, as they are everything we have that is in EDS, but that we don't pay EBSCO for.
+==== EDS Statistics ====
+At the moment we are not tracking statistics from EDS. Video documentation can be found at the various EBSCO support sites.
+  * Interface Usage Report
+      * How many searches, sessions, Abstracts viewed, etc
+  * Database Usage Report
+      * What is providing Full Text and where are people linking from
+  * Link Activity
+      * Where they actually go
+==== Updating Branding ====
+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.
+==== 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 =====
+==== Enabling Metadata ====
+Like SFX, enabling metadata is a three step process.
+   * First, navigate to the EDS Wiki to see if the resource is a partner with EBSCO. As long as the resource is partnered, they should be on the Database list. Check for what sort of metadata is provided on the [[http://edswiki.ebscohost.com/EBSCO_Discovery_Service_Wiki | EBSCO Wiki.]]
+       * Under Content & Searching, choose "Partner Database Information" to see the partner spreadsheet.
+               * If it isn't on the spreadsheet then it can't be activated in EDS. Make a note in CORAL.
+               * If it is, check to see what sort of metadata is actually provided to EBSCO.
+                   * The FAQ section can also give information about what is actually available in EDS.
+   * Next, navigate to the [[http://eadmin.ebscohost.com/eadmin/login.aspx | EBSCO Admin.]]
+       * Change the profile to "EBSCO Discovery Service (eds) - eds"
+           * The other profiles are for things like the EBSCOHost database configuration or if we wanted to create subject collections, etc.
+   * Change to the Databases tab
+       * The default is to show everything, including things that aren't activated. You can change this to "Enabled" or "Disabled" depending on what you're doing.
+           * **ALWAYS LEAVE THE NEW CONTENT AUTO. ENABLED SET TO "NO"**
+       * Each database has an ID.
+           * cat* prefix means UMass/FCC print holdings (Aleph Data)
+           * ir* prefix is one of the 5C institutional repositories
+           * eds* prefix means the database collection was created by EBSCO.
+           * No prefix means it is an EBSCOHost database.
+               * **These IDs are not consistent and cannot be used to find content elsewhere in the admin.**
+   * If you're activating metadata for a new resource, you change the list to show "Disabled," but if it isn't on the list and is a partner, switch back to All and look for a matching title that is already enabled.
+       * For example, the child databases for Hein Online are not on this list, but their metadata lives under the 1 "HeinOnline" entry.
+       * Save time by using Ctrl+F to find the content. It does break into separate pages.
+           * If there is no answer about why something isn't on the list, then email EBSCO Support to clarify if the metadata is actually available.
+   * Assuming the resource is on the disabled list, toggle the metadata "On"
+       * Scroll down and click submit at the bottom of the page.
+           * If it is already enabled go ahead and move on and set up the CustomLink
+   * Put the name of the Database from the DB Tab in the "EDS DB Name" note in the Access Tab of CORAL. Mark the "Data Integration" section EDS=DB to Yes.
+==== CustomLink Creation ====
+Once the metadata is enabled for searching, you need to enable the CustomLink so that full text can actually be retrieved. An explanation of linking is shown above.
+   * Navigate to the Linking Tab and click the "modify" link.
+       * The first thing that appears in the Linking Tab is actually the search rankings. (This is part of step 3) Ignore this for now.
+   * Click "Add new CustomLinks"
+       * This list includes CLs added "for us" by EBSCO during the implementation as well ones added during several years of renewals.
+           * Deactivated databases should always be removed from the CL list
+           * Anything with the UMAAH tag was created for us by EBSCO. If there are dupes, the content needs to be matched and then ask Kat about deleting the one without a UMAAH.
+   * To add a new CustomLink, find it on the list, check the box at the left, and click submit.
+       * It will now be in the list of active CustomLinks
+   * To manage new or existing CustomLinks, clik "SetUp/Maintain CustomLinks"
+       * Click on the hyperlinked title to begin editing.
+==== CustomLink Editing ====
+There are many fields in this menu. Some are configurable, some should **never** be changed.
+^ Basic Setting Field ^ UMA Global Setting ^ Notes ^
+| Link Name | **Leave This** | Especially if it is "managed" by EBSCO |
+| Managed By | **N/A** | EBSCO doesn't manage activation, they just make global updates. |
+| Customize Link | **Leave This** | as EBSCO Managed or else we will not receive the global updates. |
+| Category | TBD |
+| Link text | **Connect to Resource** | This is the most common language.|
+| Mouse-Over Text | **Connect to Resource in (Resource Name)** | This will be on links and images. |
+|Link Icon | **Ignore** | Icons are part of the deals with EBSCO and supercede link text. |
+| Base URL | **DO NOT CHANGE** | EBSCO support can make changes |
+| Query String | **DO NOT CHANGE** | EBSCO support can make changes |
+^ Advanced Settings Field ^ UMA Global Setting ^ Notes ^
+| Mandatory Fields | **DO NOT CHANGE** | This is part of the linking that EBSCO manages |
+| Window Properties | TBD |  |
+| Display in New Window | **ALWAYS YES** | |
+| Window Name | TBD | |
+| Hide Link if Full Text | **ALWAYS NO** | (ILL is the only one set to Yes) |
+| Show Link | **ALWAYS "If Item is in Collection"** | |
+| Local Collections for Filter | **USE CTRL+CLICK** | Select what we own. LCL will start with UMAAH. |
+| Show on Results List | TBD |  |
+| Show on Publication Detail | TBD |  |
+| Show on Detailed Record | TBD |  |
+| Show in Publication Finder Results | TBD |  |
+| Show in Publication Finder Details | TBD |  |
+| Show in Catalog Holdings Table | TBD |  |
+| Mandatory Data for Display in Catalog Holdings Table | TBD |  |
+| Target Uses Ref URL | **ALWAYS NO** | |
+| Uses Proxy | **ALWAYS YES** | Unless OA |
+| Primary Proxy | **SILK** | Unless OA |
+| 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.
+==== CustomLink Rankings ====
+The final step is assigning a ranking to whatever metadata you just enabled.
+   * 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.
+   * The ranking of CustomLinks is loosely based on SFX sort_services.config ranking.
+       * 0  = Aleph Data, EBSCO Services
+       * 10 = Paid publisher subscriptions
+       * 20 = Publisher hosts (Ingenta, Highwire, etc.)
+       * 30 = Newspapers
+       * 40 = Databases
+       * 45 = Media, image, and streaming
+       * 50 = Less reliable aggregators and digitized historical publications
+       * 60 = eBooks
+       * 70 = Open access
+       * 80 = Reviews
+   * 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 =====
+Checking renewals in EDS is actually easier than SFX. Since for the time being we don't really know what the metadata inside a DB is, we don't have to worry about changing content. There's a quick three step process for processing a renewal when it shows up in your CORAL queue.
+==== Checking Metadata ====
+   * Check the Access Tab in CORAL to see if the resource is activated in EDS
+       * 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 CORAL. Mark the "Data Integration" section EDS=DB 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 they are not a partner, make sure the Data Integration note is correct, and leave an EDS General Note saying they aren't partners.
+               * Skip the rest of these steps and mark the Workflow step complete.
+==== 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.
+   * 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.
+==== 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.
+===== 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.
+===== 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.
+  * 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.
+ --- //[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//