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hlm_admin_maintenance [2020/06/12 17:53] jmulvaney [How to Enable] |
hlm_admin_maintenance [2020/11/16 16:45] jmulvaney [HLM Overview Page] |
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| * 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. | ||
| + | * The number of packages is split between managed (EBSCO Global) and UMA Custom | ||
| + | * The number of titles is for **unique** titles, and includes managed (EBSCO Global) and UMA custom titles. A download of the full KB **will not** match this number as it includes duplicates. | ||
| * Creating Custom Resources and Packages | * Creating Custom Resources and Packages | ||
| * The form for creating these from scratch. Custom versions of managed titles are created from within a title in package. | * 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. Here you can rerank, manage link assignments, change text/icons/etc, and manage our local links for Menu integrations, etc. | * 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. | + | * EBSCO should automatically apply 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 | ||
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| * HLM is hierarchical like SFX. Any note attached to a vendor will inherit down to Package and then Title. | * 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 | ||
| + | * Notes should be avoided as they behave strangely. Use appropriate Custom Labels for internal and public notes, use these notes when you need to apply something across multiple KB items or if you need more advanced formatting. | ||
| ===== Enabling a New Resource ===== | ===== Enabling a New Resource ===== | ||
| When a brand new resource appears in your queue it can be enabled in HLM. | When a brand new resource appears in your queue it can be enabled in HLM. | ||
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| ==== 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 ===== | ||
