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--- eds_admin_management [2022/06/06 15:32]
jmulvaney [UMass SCUA Digital Collections (ir01012a)]
+++ eds_admin_management [2022/08/16 15:05] (current)
jmulvaney
@@ Line 1: / Line 1: @@
 ===== EDS Admin Management =====
+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.
@@ Line 10: / Line 12: @@
 "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 240: / 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.
@@ Line 252: / Line 262: @@
 **A FORMALIZED PROCEDURE needs to be created for changes to this data in FOLIO.**
-==== UMass ScholarWorks (ir00062a) Location Lookup Tables ====
+=== UMass SCUA Digital Collections (ir01012a) ===
+**The older version of using an Excel data model doesn't work anymore, please use workaround.**
-=== Location Lookup Tables ===
+**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 ==
+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.)
+      * Save (right click) as an XML file
+      * Open a blank Excel File
+      * Open the XML File (not through the data tab, but underl File > Open)
+      * Allow Excel to open the file as an XML table, and to create its own Schema. (Click OK twice.)
+  * Copy and paste the data into a new tab to sever the link with the XML File
+  * Open the credo_lookup_table document.
+      * DRMS Drive > EDS > Institutional Repository and Catalog > SCUA Lookup Table Updates Folder
+          * The documents inside are the ones sent to EBSCO. Find the latest.
+          * **If the number of rows match between the two worksheets (new and old) you don't have to continue.**
+  * Remove the first three columns and the final column from the new data
+      * These are identifiers and descriptions that are not needed for EDS.
+  * Set up the headers for the file to send to EBSCO (Steal it from the old document)
+      * ns1:setSpec : Name in Data
+      * Insert Blank Column: Facet Display
+      * ns1:setName : Full Display
+      * ns1:setName : Limiter
+      * Limiter: ns1:setName (Copy the entire column)
+  * The Second Column (Facet Display) needs to be created manually
+      * Copy the column from the old document send to EBSCO
+      * Find the places where the changes happened. (//For Dec. 2019 the new additions were all at the bottom of the file//
+          * Insert a Cell and create a new Facet Display Name
+      * Save the Excel spreadsheet and then save it as a .txt file
+  * 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"
+=== UMass ScholarWorks (ir00062a) Location Lookup Tables ===
+== 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 275: / 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 283: / 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 305: / 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 326: / 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]]//