Differences

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

--- hlm_admin_maintenance [2020/04/07 17:13]
jmulvaney [Enabling a New Resource]
+++ hlm_admin_maintenance [2020/06/12 17:52]
jmulvaney [HLM Overview Page]
@@ Line 7: / Line 7: @@
   * [[ebsco_regular_tasks|EDS & HLM Regular Tasks]]
 ==== HLM Overview Page ====
-The overview page for HLM in the EBSCOAdmin shows how many titles and packages we have enabled, as well as linking out to be able to create custom resources and packages, and to manage some of our universal settings. From this page you can get to the following
+The overview page for HLM in the EBSCOAdmin shows how many //unique// titles and packages we have enabled, as well as linking out to be able to create custom resources and packages, and to manage some of our universal settings. From this page you can get to the following
   * Titles and Packages
       * This placard will open up the search screen and default to selected.
   * Creating Custom Resources and Packages
-      * Flesh out
+      * The form for creating these from scratch. Custom versions of managed titles are created from within a title in package.
   * Managing Links
-      * This portal is similar to ranking in EDS, however, it is all managed by EBSCO.
+      * This portal is similar to ranking in EDS. Here you can rerank, manage link assignments, change text/icons/etc, and manage our local links for Menu integrations, etc.
           * EBSCO automatically applies the appropriate links when we activate a resource.
   * Upload/Download Holdings
       * This can be used to import external data into existing Packages
           * Documentation exists on EBSCO Connect and below for these functions
-          * Downloading specific holdings is the only way to find Custom titles and packages
+          * Downloading holdings is the only way to find Custom titles. Notes are not included.
-  * Notes.
+  * Manage Notes
-      * However, HLM is hierarchical like SFX. Any note attached to a vendor will inherit down to Package and then Title.
+      * These are for the internal or public notes attached to records, not for Custom Labels. This is available by going into the title search screen.
+          * HLM is hierarchical like SFX. Any note attached to a vendor will inherit down to Package and then Title.
       * There is no functional limit to how many notes you can create or attach to a record, but they do only appear in FTF and PubFinder, not in the Exact Match Screen
@@ Line 26: / Line 27: @@
 When a brand new resource appears in your queue it can be enabled in HLM.
-==== Non-EBSCO Paid Content ====
+==== How to Enable ====
-  * We only enable full text journal content in HLM to power the exact match eJournal placard as well as SmartLinking Plus, so if the resource is anything other than eJournals, you need to verify whether or not there is journal content contained within.
+  * Flesh out
-      * For example, does the database have some sort of journal content? If it is turned on in SFX that is a good sign that it should also be enabled in HLM.
-  * Start by searching for the Title/Package Title
-      * Leave the search as "Selected and Not Selected" just in case to see if for some reason it is already active.
-  * When you find the correct resource you can choose the drop down menu at the right of the screen and choose "Select______"
-      * If you are in a title search, you can enable just that title or the entire package the title resides in. If you are in package search you can enable all the titles in the package at once.
-  * If you are not sure which resource is correct, click the hyperlinked title to see the titles contained in the package or more details about the package a title is contained in.
-      * If you still are not sure, contact EBSCO support.
-  * Once you have enabled the content, click on the hyperlinked name and make sure that the proxy is set to Silk (unless the resource is Free/OA)
-  * Date Coverage is managed by EBSCO for paid content. Changing date coverage is similar to breaking a SymLink in SFX.
-      * For now with non EBSCO paid content, do not update date coverages.
-          * This is also hierarchical, so updating the package will affect individual titles.
-          * Custom coverage at the title level can be used to signify PA for individual subscriptions.
-  * Ensure the "Allow EBSCO To Add New Titles" is toggled correctly.
-      * Yes for entire packages and EBSCO paid content.
-      * No for individual subscriptions or for packages that we only subscribe to part of the title list.
-  * Once everything is done, copy the package title (and potentially the individual title) and put it in the HLM note in the Access Tab of CORAL. Make changes to the Data Integration note, and check off the workflow step.
 ==== When Not to Enable ====
-  * If a resource is clearly not full text or eJournal Content
+  * Flesh out
-  * If the resource is an eBook or eBook package
-  * If the resource is an A&I database
-      * EBSCO paid A&I content is still enabled
-  * If the resource is content type: Online Reference
-      * Unclear exactly what this means. It isn't an eBook and isn't a database, something in between. The material types do not drive different functionality.
 ===== Regular Maintenance in HLM =====
 ==== Renewals ====
 Renewals in HLM are easier than anywhere else. As long as the resource is still enabled and the number of titles is roughly the same as the title list/SFX target then things are just fine.
-  * EBSCO paid content should never be changed.
-  * Non-EBSCO paid content shouldn't really change, just check title lists and check into things if the number of titles in HLM is drastically different.
 ==== Non-Renewals ====
-When a ceased or cancelled workflow step arrives in your Queue, the resource in HLM needs to be disabled. Be sure to toggle "Hide all Titles in this Package" first, since Order Integration can sometimes enable titles even if the package is disabled.
+When a ceased or cancelled workflow step arrives in your Queue, the resource in HLM needs to be disabled.
   * Make changes to the notes in CORAL
 ==== Title Changes ====
-  * If the title is paid to EBSCO, all you need to do is check to see that Order Integration has selected it elsewhere in HLM.
+  * Deselect in the first package (as long as they are not one of the PA publishers) and select it in the new package if applicable.
-  * If the title is not paid to EBSCO, you need to deselect in the first package (as long as they are not one of the PA publishers) and select it in the new package if applicable.
 ==== Platform Changes ====
@@ Line 72: / Line 49: @@
 ===== Custom Content =====
 TBD
-   * Text
-       * Text
-==== Outside Data ====
-Elsevier AutoLoad data from SFX needs to be refreshed once a month (just like the autoload) for our holdings to be reflected accurately in HLM. This is done by a dataload into the Admin from the Overview Page
-   * Instructions
-       * Text
  --- //[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//