Differences

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

--- eds_admin_management [2021/03/25 16:01]
jmulvaney [UMass and Five College Catalog (cat06087a)]
+++ eds_admin_management [2022/08/16 15:05] (current)
jmulvaney
@@ 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.
+This page is now deprecated. Please see the Confluence page in the Five College space: https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/789020673/Discovery+EDS+Administration
+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:
 "We run a job on ALEPH every day (except Sundays) at about noon which finds any bibs or holdings that have been added, deleted or edited within the past 3 days.  The reason we wait till the next day is we wait for the union view process in ALEPH to run its overnight process.   The process collects a union-view bib for those records, the preferred full bib with holdings location/url data attached (852/856) and send them to EBSCO via FTP. EBSCO gets these records by early afternoon and they are generally loaded in EDS by late afternoon."
+**FOLIO-EDS** Testing Profile w/ OA SSO: https://search.ebscohost.com/login.aspx?custid=umaah&groupid=main&profid=umfolio21&authtype=sso
+xmlonly=Y&
+For XML view, insert after https://eds.a.ebscohost.com/eds/detail/detail?
+&debug=true
+https://search.ebscohost.com/login.aspx?custid=umaah&groupid=main&profid=eds&authtype=sso&debug=true
 ==== EDS Profile Overview ====
@@ Line 15: / Line 26: @@
 ==== 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 52: / Line 63: @@
        * 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.
-  * Custom Branding
+  * Custom Branding ([UMAAH] EDS Active)
       * Bob created a script in order to proxy SmartLinks+ (Linked Full Text)
       * There is script to capitalize words in the Location Limiter
@@ Line 58: / Line 69: @@
       * Chad also created a script to replace the new search button with a clear search button
       * We use the favicon switcher app to get the UM logo in the browser tab
-      * Unclear what the auto-select limiter is
+      * Auto Select limiter should be selecting the catalogs and IRs by default for inclusion in the search.
       * Unclear if the Modify PFI Exact Match placard still works
       * Kat added script so we can use Google Analytics on EDS (Pending)
       * Kat also created the script to allow for LibAnswers to be embedded on the right side
+  * FOLIO Changes
+      * Code for RTAC sorter, date stamp rewrite, course reserves placard, and place hold suppression will be pushed live for June 30th Go Live Date
   * Deprecated Branding
       * Courtney created script so we could have a banner alerting patrons to no borrowing during the early pandemic. It is saved in the DRMS Shared Google Drive
+      * This banner is being used again for the FOLIO migration.
 ==== EBSCO Core Indexes ====
@@ Line 70: / Line 84: @@
       * 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.
-    * We use "eBook Collection (EBSCOhost) (nlebk)" which is powering our order integration where EBSCO eBook metadata and linking appears in EDS and prevents the related Aleph record from showing.
+    * We use "eBook Collection (EBSCOhost) (nlebk)" which is powering our order integration where EBSCO eBook metadata and linking appears in EDS. We have however, disabled the NetLibrary filter so that catalog records for EBSCO eBooks still appear since they are ranked differently than other records in the relevance algorithm.
-    * The actual "eBook Index (edsebk)" is not enabled as it is literally the entire universe of eBook content in EDS. Since we are loading records into Aleph it doesn't need to be on.
+    * The actual "eBook Index (edsebk)" is the entire universe of eBook content in EDS. It is enabled as a backup when linking exists but there is no partner database.
   * 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.
-    * Check EBSCO Connect for more information about content. Unfortunately, very little detail is provided, and there is no signal when content is indexed in one of the larger indexes.
+    * Check [[https://connect.ebsco.com/s/article/EBSCO-Discovery-Service-Partner-Database-Information|EBSCO Connect]] for more information about content. Unfortunately, very little detail is provided, and there is no signal when content is indexed in one of the larger indexes.
   * 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.
@@ Line 80: / Line 94: @@
 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.
-//Consider sending files to Support to ensure that the collections will be created successfully.//
+//Send files to Support to ensure that the collections will be created successfully.//
-  * 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]]
@@ Line 118: / Line 107: @@
           * 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 125: / Line 118: @@
    * First, navigate to EBSCO Connect. As long as the resource is partnered, they should be on the Database list. Check for what sort of metadata is provided on [[https://connect.ebsco.com/s/article/EBSCO-Discovery-Service-Partner-Database-Information | EBSCO Connect.]]
        * Use the link to download the actual spreadsheet that used to exist on the EDS Wiki.
-               * If it isn't on the spreadsheet then it can't be activated in EDS. Make a note in CORAL.
+               * If it isn't on the spreadsheet then it can't be activated in EDS. Make a note in FOLIO.
                * 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.
@@ Line 147: / Line 140: @@
        * 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
-   * Record the name of the Database from the DB Tab in the "Discovery Details" note in FOLIO. Mark the "Data Integration" section EDS=DB to Yes.
+   * Record the name of the Database in an EDS Metadata & Linking note in FOLIO. Mark the "Data Integration" section EDS=DB to Yes.
 ==== CustomLink Creation ====
@@ Line 197: / Line 190: @@
    * 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 "Discovery Details" note in FOLIO. Mark the "Data Integration" section EDS=CL to Yes.
+   * Put the name of the CL and the LCL Collection from the Editing Window in the EDS Metadata & Linking note in FOLIO. Mark the "Data Integration" section EDS=CL to Yes.
 ==== CustomLink Rankings ====
@@ Line 216: / Line 209: @@
        * 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.
-   * Put the name of the CustomLink from the Ranking Screen in the "Discovery Details" note in FOLIO. Also mark what the ranking is.
+   * Put the name of the CustomLink from the Ranking Screen in the "EDS Metadata & Linking" 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.
            * Only one CustomLink will ever show on an EDS Metadata Record.
@@ Line 225: / Line 218: @@
 ===== 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 renewals in EDS is actually easier than enabling content. 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 ====
+=== Checking Metadata ===
    * 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.
@@ Line 235: / Line 228: @@
                * 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.
        * Make sure the correct LCL Collections are still selected. If there are new collections please select an appropriate LCL Collection.
-           * 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.
+           * If anything has changed or new collections are added, update the EDS notes in FOLIO. Make 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.
-       * Put the name of the CustomLink from the Ranking Screen in the "Discovery Details" note in FOLIO. Also mark what the ranking is.
+       * Put the name of the CustomLink from the Ranking Screen in the EDS note in FOLIO. Also mark what the ranking is.
-==== Checking Linking in EDS ====
-TBD
 ===== EBSCO Regular Tasks =====
@@ Line 260: / Line 250: @@
   * Once a year, the EBSCOhost resources which reside outside the main EHOST profile should be reviewed to make sure that the settings, linking, and branding match the rest of the UMAAH EBSCO environment. URLs should be double checked in all systems. If something is broken, check with Jennifer Friedman to hear from the Liaisons. Do NOT preserve broken profiles in the Main User Group.
-===== Custom Catalog & Institutional Repositories =====
+===== CustCat & IR Lookup Tables =====
 We maintain custom location lookup tables for the catalog and for our Institutional Repositories in EDS.
-==== UMass and Five College Catalog (cat06087a)	====
+=== UMass and Five College Catalog (cat06087a)	===
 **This catalog is for ALEPH data. There will be changes once we migrate to FOLIO.**
-=== Location Lookup Tables ===
+== Location Lookup Tables ==
 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.
@@ Line 271: / Line 262: @@
 **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**
+**The older version of using an Excel data model doesn't work anymore, please use workaround.**
+**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 ===
+== Location Lookup Tables ==
 Twice a year, the SCUA location lookup table (for limiting by collection in the advanced search window) needs to be updated to catch new collections and resources added to Credo.
   * Go to the URL Aaron created to access the OAI endpoint. (It is stored in JGMs calendar invite.)
@@ Line 302: / Line 301: @@
       * "Hello, Could the attached file be used to update the location lookup table for UMAAH ir01012a (UMass SCUA Digital Collections)? Thanks! Jack"
-**Workaround**
+=== UMass ScholarWorks (ir00062a) Location Lookup Tables ===
-  * 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 ====
+== Location Lookup Tables ==
-**TBD pending fix by EBSCO in 2020.**
+Currently we have all locations mapping to a single collection.
-=== Location Lookup Tables ===
-Currently we have all locations mapping to a single collection.
 ===== LCL Collection Updates =====
 These are to update specific LCL collections created for linking to full text in EDS. It is easiest to send title lists to Bob. Title and Identifier are the required fields.
-==== Literature Criticism Online ====
+=== Literature Criticism Online ===
 Once a year after Spring renewals the LCL collection created for the Literature Criticism Online CustomLink should be updated. Visit [[http://go.galegroup.com/ps/titleList.do?actionString=DO_FETCH_USER_EBOOKS&userGroupName=mlin_w_umassamh&inPS=true&prodId=LCO|the Resource page]] and click on "What's Inside" under the basic search bar. Export the title list for our databases.
   * Remove everything but the ISBN and the Title
@@ Line 334: / Line 325: @@
       * Submit
-==== Gale eBooks (GVRL) ====
+=== Gale eBooks (GVRL) ===
   * Coordinate with the UM Batch Services Team
     * We manage a local collection for chapter level linking.
@@ Line 342: / Line 333: @@
   * Be sure to have EBSCO replace the existing LCL collection as there are deletes. Do NOT use the older versions of the local collections.
-==== Newsbank Content ====
+=== Newsbank Content ===
 Newsbank Titles 7/10/2020 (nwsbank2)
   * A KBART entitlements request can be made to Newsbank, which will cover ALL Newsbank content, not just our Access World News Subscription. The file should be shared to EBSCO as part of the renewal cycle to have a brand new local collection created. The older version can be deleted.
-==== Ovid eJournal Content ====
+=== Ovid eJournal Content ===
 [UMAAH] Journals at Ovid (MANAGED: Do Not Edit!) (ovid)
   * An entitlements file can be downloaded from Ovid and given to EBSCO. This should ideally be updated once a year as part of the renewal cycle.
-==== ASTM Compass Content ====
+=== ASTM Compass Content ===
 ASTM holdings (MANAGED: Do Not Edit!) (astm)
   * This local collection is NOT easy to create but should be relatively stable. A holdings file can be downloaded from the ASTM Compass site and the passed on to EBSCO if it needs to be refreshed.
-==== MaryAnn Leibert eJournal Content ====
+=== MaryAnn Leibert eJournal Content ===
 Mary Ann Liebert Journals May 2019 (maliebj519)
   * Consider deleting this LCL collection and removing the MAL CustomLink from the ranking after FTF Migration
@@ Line 364: / Line 355: @@
   * Catalog Boost
       * Our catalog is set to be boosted in relevance above EDS metadata
+  * NetLibrary Filter
+      * Turned off to allow SRS records for EBSCO eBooks to surface. They are treated differently in the ranking, and some non EBSCO eBooks were being suppressed incorrectly.
   * PubType Mappings
       * Managed as part of Five College Discovery. Documentation is stored in the FCDC shared Google Drive. Our mapping dictates what MARC generates specific EDS PubTypes and also has a bearing on the Source Type Filter
-  * 856 Link Languages
+  * Link Language Stanzas
       * Managed as part of Five College Discovery. Documentation is stored in the FCDC shared Google Drive. Our stanza is based on certain language in the 856 of the holdings record which will allow the URL to display (UMass: Link to Resource)
-  * Deprecated Customizations
-      * EBSCOHost eBook Filter - previously Aleph records for EBSCO EBooks were filtered out but this was causing other issues so we disabled it. The records delivered by GOBI will be duplicated with metadata direct from EDS.
+**Additional customizations will arrive with the FOLIO catalogs.**
 ==== Widgets ====
   * &nbsp;
@@ Line 385: / Line 377: @@
       * Continue Search in WorldCat
       * Database Placard
-===== EDS & eJournal Content =====
-eJournal content is managed through the connection to [[hlm_admin_maintenance|HLM]]. Titles with specific material types enabled in HLM appear in the exact match eJournal placard in EDS.
-  * 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. Ask Steve Bischof for more information.
-        * Once we migrate to FTF this will change as the connection will be 1:1 at all times.
-  * This is only for the SFX CL available in EDS. There are two in use for EHOST which are set to always display and do not rely on a curated local collection.
  --- //[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//