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hlm_admin_maintenance [2021/05/06 08:43]
jmulvaney [Weekly Revision]
hlm_admin_maintenance [2021/07/08 12:11]
jmulvaney [Embedded FTF Buttons]
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 TBD TBD
  
 +===== HLM Material Counts =====
 +To generate reports for Assessment and the Statistics of the Collection please use the following instructions.
 +
 +==== eSerial Counts ====
 +**Login to the EBSCO Admin:** https://​eadmin.ebscohost.com/​eadmin/​login.aspx
 +  - Navigate to Holdings Management > Download Your Holdings
 +  - Change Type or Format if required
 +      - //The default is a CSV in EBSCO'​s file syntax.//
 +  - Under **Resource Types** choose the desired types to generate a download file.
 +      - You have to click the radio button to the right of the table before selecting resource types.
 +  - Enter a File Name and click “Create File for Download”
 +      - The screen will refresh, wait for the status “In progress” to change to Completed
 +      - Click on the "Title List Summary"​ when it appears. The column "​Unique Titles"​ will give a number that has deduplicated identical titles held in multiple places.
 +          - ie. if Journal of Fish Biology is in two selected packages from Wiley it will be listed twice. This is true for a single title which is available through multiple aggregators or in a subscribed package and in an open access package with a different date range. The unique titles may be considerably less than total titles.
 ===== 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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   * The Titles Removed report should be on run on Tuesday and cover the previous Monday to Sunday. Compare titles against an appropriate download of the Full KB.   * The Titles Removed report should be on run on Tuesday and cover the previous Monday to Sunday. Compare titles against an appropriate download of the Full KB.
       * Ignore eBook Packages/​Titles       * Ignore eBook Packages/​Titles
-      * De Gruyter should have 41 titles (As of 20210506+      * De Gruyter should have 41 titles (As of 20210708
-      * EBSCO Open Access Journals should have 5 titles (As of 20210506+      * EBSCO Open Access Journals should have 5 titles (As of 20210708
-      * IngentaConnect should have 19 titles (As of 20210506+      * IngentaConnect should have 19 titles (As of 20210708
-      * Publisher'​s Site should have 66 titles (As of 20210506)+      * Publisher'​s Site should have 72 titles (As of 20210708) 
 +          * NACTA Journal missing - KB Inquiry put in for re-addition.
  
   * If titles are removed that we care about, check the package first to see if there is still content there that can be selected, or else, create a KB Inquiry.   * If titles are removed that we care about, check the package first to see if there is still content there that can be selected, or else, create a KB Inquiry.
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 | Material Type Radial Buttons | PubFinder | All Publications searches everything but eBooks, other than that they are self explanatory| | Material Type Radial Buttons | PubFinder | All Publications searches everything but eBooks, other than that they are self explanatory|
 | Full Text Finder CustomLink | EDS | The link is configured to only appear when something matches our Holdings, however, that is not exactly true. Something is defined as matching holdings if a link is generated, not if OpenURL style metadata is available and matched against HLM| | Full Text Finder CustomLink | EDS | The link is configured to only appear when something matches our Holdings, however, that is not exactly true. Something is defined as matching holdings if a link is generated, not if OpenURL style metadata is available and matched against HLM|
 +
 +==== PubFinder Locations ====
 +  * Library Website Search Box (contact LTS with issues)
 +  * Library Databases & Collections Menu (contact LTS with issues)
 +  * Springshare Databases A-Z List (contact Research Services with issues)
 +  * Discovery Top Ribbon (contact DRMS with issues)
 +  * FTF Top Ribbon (contact DRMS with issues)
  
 ==== Embedded FTF Buttons ==== ==== Embedded FTF Buttons ====
-TBD 
  
 +**Base URL:** https://​resolver.ebscohost.com/​openurl ​
 +
 +**Small:** https://​www.library.umass.edu/​assets/​Branding/​ftfsmall85x20.png
 +**Large:** https://​www.library.umass.edu/​assets/​Branding/​ftflarge170x40.png
 +
 +[[https://​connect.ebsco.com/​s/​article/​Linking-from-a-specific-source-to-Full-Text-Finder?​language=en_US|Linking from a specific source to Full Text Finder]]
 +
 +
 +FTF uses OpenURL version 0.1
 +
 +Hello,
 +
 +UMass is currently migrating from ExLibris’ SFX link resolver to EBSCO’s Full Text Finder. Your platform appeared in our statistics as a source so we need to update our baseURL and image icon. Please let me know what information you need from us to make this change.
 +
 +---------
 +
 +^ Source ^ Access Method ^ Notes ^
 +|Google Scholar |Via EBSCO |EBSCO Support Case #4665594, configured 6/3/2021 - confirmed FTF access 20210622. No icon, used UMass Check for Full Text (needs to be less than 25 characters including spaces) **Need to sever connection between ExLibris & Google**|
 +|EBSCO Discovery (eds) |EBSCO Admin |[UMAAH SERVICE] Full Text Finder (FTF) CustomLink ranked 100, 6/1/2021|
 +|EBSCO Host (ehost) |EBSCO Admin |[UMAAH SERVICE] Full Text Finder (FTF) CustomLink ranked 1, 6/1/2021 (Also enabled in EDSAPI and CAB in case they become active.|
 +|Business Books Summaries (bbs) |EBSCO Admin |[UMAAH SERVICE] Full Text Finder (FTF) CustomLink ranked 1, 6/1/2021 (SFX not previously configured.)|
 +|Business Source Complete (bsi) |EBSCO Admin |[UMAAH SERVICE] Full Text Finder (FTF) CustomLink ranked 1, 6/1/2021|
 +|MLA International (mla) |EBSCO Admin |[UMAAH SERVICE] Full Text Finder (FTF) CustomLink ranked 1, 6/1/2021|
 +|Reader'​s Guide (rdrguide) |EBSCO Admin |[UMAAH SERVICE] Full Text Finder (FTF) CustomLink ranked 1, 6/1/2021 (SFX not previously configured.)|
 +|ProQuest Products |ProQuest Admin Portal (See FOLIO) |FTF configured 6/2/2021, used small icon & Check for Full Text|
 +|Ulrich'​s Web |Ulrich'​s Admin Portal (See FOLIO) |FTF configured 6/2/2021, used small icon. OpenURL set to other with default FTF base URL - may not work well since Ulrich'​s does not include DOI|
 +|Wiley Online Library |Email Wiley/EAL Sales Support eal@wiley.com |FTF configured 6/10/2021, used larger icon. Will display even when we have full text on WOL platform. Also shows in the citations with intermittent successful results. Erika Schweitzer passed me on to Support.|
 +|Clarivate / Web of Science |Clarivate Entitlements ts.websetups@clarivate.com |FTF configured 6/10/2021, used smaller icon. Michelle Fleetwood passed me on to the entitlements people.|
 +|PubMed |Library LinkOut Admin |FTF configured 6/14/2021, used smaller icon. Set to become active next day. Had to try again a second time using preferred PubMedID syntax. Also had to add the proxy prefix to fix issues with auth. into FTF when PubMed is not proxied.|
 +|Elsevier |Elsevier Admin doesn'​t work - contact Support |FTF configured 6/11/2021, used smaller icon and Check for Full Text at UMass. Took effect 7/7/2021|
 +|Royal Society of Chemistry |Emailed, had to delete existing ELERES account to reconfigure. |FTF Configured 6/28/2021, used smaller icon as .gif file to be uploaded by RSC. Had to have support configure as we worked out email filtering issue with UMass IT|
 +|Gale | Gale Admin, Discovery Services |FTF configured 6/15/2021, used smaller icon and Check for Full Text at UMass. OpenURL set to version 0.1. In Context products do not support FTF.|
 +|JSTOR |Email JSTOR Support |FTF configured 6/15/2021, "Your institution does not have access to this journal article on JSTOR. You may have other access options through University of Massachusetts,​ Amherst."​ (Not configurable - Campus Name is button for FTF no icon) |
 +|Project Muse |Muse Admin |FTF configured 6/16/2021, no Icon. Used Check for Full Text at UMass. OpenURL version 1.0|
 +|MathSciNet (AMS) | [[https://​mathscinet.ams.org/​mathscinet/​help/​OpenURLdoc.html|AMS Form]], email AMS Support with responses. |FTF configured 6/16/2021, Small Icon. Used Check for Full Text at UMass. Will open new window by default.|
 +|Oxford University Press |Two Admins: Subscriber Services & eJournals |FTF configured 6/21/2021, used small icon. OpenURL v. 1.0. Confirmed that Bibliographies migrated, EBSCO docs. say that eJournal platform does not support OpenURL as a source. SFX was configured here but as of date of config. could not find FTF button.|
 +|Annual Reviews |Librarian Resource Center |FTF configured 6/21/2021, used small icon (uploaded to Admin for hosting on AR site.) |
 +|Ovid / Wolters Kluwer |Email Support |FTF Configured 6/24/2021, used small icon (provided support with .png, they may have transformed it to a .gif file for local hosting on the Ovid platform.|
 +|Univ. Chicago Press |Chicago UP Admin |FTF configured 6/21/2021, used small icon (uploaded to Admin for hosting on UChicago site.)|
 +|Zotero / EndNote |Email liaisons (users must configure themselves) |Citation Manager libguide only has Link Resolver info for Zotero. EndNote is not supported - individual patrons may have accounts.|
 +|IEEE |Emailed Support / Form |FTF configured 6/22/2021, used small icon and Check for Full Text at UMass|
 +|American Psychiatric Publishing |Emailed Support |FTF configured 6/22/2021, used small icon and Check for Full Text at UMass|
 +|American Physiological Society |Emailed Support |Apparently they don't support OpenURL linking. Asked them to use small image and Check for Full Text at UMass if possible when implemented.|
 +|HAPI |Emailed Support |FTF Configured 6/25/2021, used small icon and Check for Full Text at UMass.|
 +|Brepols |Brepols Admin / Emailed Laura Viskens for Databases |FTF configured 6/22/2021 and 6/28/2021 respectively,​ used small icon (uploaded to Admin for hosting on Brepols site.)|
 +|Astrophysics Data System (Harvard) |Emailed support |We have no admin - or subscription. Patrons can choose us as their institution. FTF Configured 6/22/2021 WITH silk prefix and "?"​ at the end of the BaseURL.|
 +|ComAbstracts (CIOS) | [[http://​www.cios.org/​GETOPENURLINFO|OpenURL Form]], [[http://​www.cios.org/​www/​uploadicon.htm|Icon Form]] then alert support| Configured 6/29/2021, used small icon. Emailed support to confirm.| ​  
 +|World Shakespeare Bib. | Covered by Oxford| When I went to configure this, FTF was already there. It may not be considered a separate source anymore since the takeover from Oxford.|
 +|WorldCat | Will not migrate.| SourceID stats are from the deprecated UMass WorldCat discovery layer which is still active as a legacy product. We do not support this and we have no link resolver enabled for the free version when accessed from our IP ranges/​proxy server.|
 +|JBC | Covered by Elsevier |When I went to configure this I could not find any link resolver button. It may not be considered a separate source since the takeover from Elsevier.|
 +|Brill |Brill AMS & Subscriber Services Admins |FTF Configured 6/24/2021 and 6/25/2021, used small icon OpenURL V0.1 and metadata = XML. SFX was not previously configured on books and journals platform - FTF buttons only appear in citations for subscribed content - not on articles for non-subbed content. SFX was configured for Reference & Primary Sources even though it was not visible in the admin - used small icon. Not all reference works support OpenURL linking.|
 +|INFORMS |Emailed their general contact, never received any reply. |Stats low enough that this isn't an issue.|
 +|HeinOnline | [[https://​home.heinonline.org/​services/​account-branding/​|Branding Form]]|FTF Configured 6/29/2021, used small icon. Platform documentation says Slavery in America & Gun Regulation databases are the only ones which support OpenURL linking. Cannot find an FTF button anywhere - stats were low enough in SFX that we'll be fine.|
 +|Sage |Sage Secure Admin Center AND Sage Journals Admin |FTF Configured for both 6/24/2021, uploaded small icon to journals admin. Sage Secure does not allow branded button. Confirmed FTF working on the journal content, not clear about eBook or CQ content.|
 +|Edinburgh Uni Press |EUP Journals Admin |FTF Configured 6/24/2021, uploaded small icon to journals admin.|
 +|American Chemical Society |ACS Admin |FTF Configured 6/25/2021, uploaded small icon to ACS admin. |
 +|Code of China |Will not migrate. |Unclear what the resource is or what our connection is to it. Not a subscribed resource.|
 +|**Springer/​Nature** |Emailed Bobbi Patham | Not listed in SourceID Chron|
 +|Cold Spring Harbor Lab. Press |Covered by HighWire |Even though CSHL wasn't show in the HW Admin it did receive the updated information - it just took longer.|
 +|HighWire |Admin Acct |Configured 6/25/2021, used Check for Full Text at UMass. Small .gif image uploaded in the branding section. Only for specific journals/​societies.|
 +|IngentaConnect |Admin Acct |Configured 6/25/2021, used small icon and Check for Full Text at UMass. FTF Button only appears on article citations, not on non-subbed content - the process on IG is quite confusing.|
  
  --- //​[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//​  --- //​[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//​
  
hlm_admin_maintenance.txt · Last modified: 2021/11/04 11:23 by jmulvaney
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