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hlm_admin_maintenance [2020/04/07 13:15]
jmulvaney
hlm_admin_maintenance [2020/06/12 13:55]
jmulvaney [When Not to Enable]
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   * [[ebsco_regular_tasks|EDS & HLM Regular Tasks]]   * [[ebsco_regular_tasks|EDS & HLM Regular Tasks]]
 ==== HLM Overview Page ==== ==== 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   * Titles and Packages
       * This placard will open up the search screen and default to selected.       * This placard will open up the search screen and default to selected.
   * Creating Custom Resources and Packages   * 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   * Managing Links
-      * This portal is similar to ranking in EDS, howeverit is all managed by EBSCO.+      * This portal is similar to ranking in EDS. Here you can rerankmanage link assignmentschange text/​icons/​etc,​ and manage our local links for Menu integrations,​ etc.
           * EBSCO automatically applies the appropriate links when we activate a resource.           * EBSCO automatically applies the appropriate links when we activate a resource.
   * Upload/​Download Holdings   * Upload/​Download Holdings
       * This can be used to import external data into existing Packages       * This can be used to import external data into existing Packages
           * Documentation exists on EBSCO Connect and below for these functions           * 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 recordsnot 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       * 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
  
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 ==== How to Enable ==== ==== How to Enable ====
-  * Flesh out+  * Confirm whatever title or package actually matches the subscribed content. Selecting the title will activate it in HLM 
 +      * Always check the proxy settings, custom coverage, and whether or not the package is set to Allow EBSCO to Add New Titles. 
 +      * Leave any notes as Custom Labels
  
 ==== When Not to Enable ==== ==== When Not to Enable ====
-  * Flesh out+  * Moving forward, we will activate all material types in HLM except for Abstract and Index packages. This may need to be revised following testing in EDS/FTF.
  
 ===== Regular Maintenance in HLM ===== ===== Regular Maintenance in HLM =====
hlm_admin_maintenance.txt · Last modified: 2020/06/12 13:55 by jmulvaney
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