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hlm_admin_maintenance [2020/06/12 13:52]
jmulvaney [HLM Overview Page]
hlm_admin_maintenance [2020/11/18 11:57] (current)
jmulvaney [Perpetual Access Policy]
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 **Also See** **Also See**
   * [[eds_admin_management|EDS Admin Management]]   * [[eds_admin_management|EDS Admin Management]]
-  * [[ebsco_regular_tasks|EDS & HLM Regular Tasks]] + 
-==== HLM Overview ​Page ====+==== HLM Overview ====
 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 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 +          ​The number of packages is split between managed (EBSCO Global) ​and UMA Custom 
-      * The form for creating these from scratch. Custom versions ​of managed titles ​are created from within a title in package+          * 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
-  * 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
           * Documentation exists on EBSCO Connect and below for these functions           * Documentation exists on EBSCO Connect and below for these functions
           * Downloading holdings is the only way to find Custom titles. Notes are not included.           * Downloading holdings is the only way to find Custom titles. Notes are not included.
 +  * Searching Options
 +      * When searching by title, rely primarily on an identifier rather than title as HLM does not return results consistently for all titles.
 +      * Searching by UMAAH under vendors will return custom packages created locally.
   * Manage Notes   * Manage Notes
       * 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.       * 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.           * 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.
 +  * eHoldings & the Holdings IQ
 +      * Data from HLM and eHoldings communicate back and forth nearly 1:1 via the HoldingsIQ product. There is no delay (unless something is wrong) but some things only exist on one side of the divide (notes for instance are not shared between HLM and eHoldings.)
 +
 +==== Understanding Linking ====
 +HLM functions as the back end for the Link Resolver Full Text Finder, and the eJournal A-Z Publications Finder. These two interfaces rely on different linking mechanisms.
 +  * The Full Text Finder CustomLink exists in EBSCO profiles to allow for the generation of a Link Resolver Menu
 +  * HLM Links are associated with different packages and titles in packages. They are automatically associated with selected content but can be edited. They are generated based on the combination of the BaseURL, a Query String, and a Mandatory Field
 +      * There is a known issue with HLM links relying solely on the DOI rather than ISSN or a combination of multiple identifiers. For a link to correctly appear on an FTF menu there MUST be a DOI in the source metadata. When found, these should be reported to EBSCO. Bob suggested that sometimes an ISSN version of a link can be created and Sara has had luck with getting additional metadata elements included.
 +      * This is a VERY different structure than SFX.
 +  * PubFinder Links appear in the titles themselves. The URL stored here is what is actually linkable from PFUI and can sometimes be used on the FTF menu if the PubFinder link is applied to those packages/​titles.
 +      * They are NOT editable, any changes need to be sent to EBSCO.
 +==== HLM/​FTF/​PFUI Statistics ====
 +We have not made any decisions on what sort of statistics we will track once we leave SFX.
 +
 +==== Updating Branding ====
 +Branding for Full Text Finder and PubFinder are handled differently since PFUI is one of EBSCO'​s newer products.
 +  * FTF Branding Tab
 +      * Basic changes are handled here, and we use enhanced branding but most of the design is handled via the bottom branding.
 +      * [UMAAH TEST] FTF (prior to to Go-Live) has all of our custom branding.
 +          * The same LibAnswers tab Kat created for EDS is used in FTF
 +          * MHC lent their code for the footer link to the eResource Use Policy
 +          * The same Favicon Switcher app for EDS is used
 +          * Courtney added code created for Amherst to increase the font size and underline the menu links
 +          * Courtney also created code to allow for a link in the FTF header to PFUI
 +          * Courtney created code to allow for better mobile use of the FTF menu
 +          * There is also code at the base from Courtney to rearrange elements of the metadata header and to change the way that the branding works to hide the EBSCO FTF image, put our branding in the top right, and allow for better resizing of the metadata.
 +  * PFUI Branding
 +      * The branding tab only controls the Title of PubFinder and the top right text and URL for images
 +      * [UMAAH TEST] New PFUI (prior to Go Live) has most configuration options ​ and it needs to be set to Plain Text for the JSON to work
 +          * We have LOC subject headings configured
 +          * Colors are configured here as well
 +          * Alphabrowse is TBD
 +          * We have hidden the Browse by Database (package) but not the filter option
 +          * Our UMass branding image is stored here
 +          * The PfResourceTypeControl contains our customized radio buttons for searching
 +              * Final execution TBD
 +==== Interactions with EDS ====
 +EDS and HLM are two sides of the same knowledgebase but they are NOT the same thing. EDS can be viewed primarily as a metadata source with a unique linking aspect (CustomLinks and SmartLinks/​Plus) of which HLM/FTF plugs in to be a link resolver. The EKB (HLM) is NOT intended to facilitate discovery. Important things to know:
 +  * Selecting a package/​title in HLM does NOT mean it is discoverable in EDS. Metadata is handled separately and it is possible that titles in the EKB are not actually indexed, and therefore not linkable via FTF
 +      * Since we have the Exact Match Placard, this is how we expect patrons to link out to a title when searching in EDS
 +  * FTF Menus cannot be generated when there is no match to holdings in HLM (meaning, the generation of a link! not the selection of a title). An ILL button will appear instead. This is the same behavior as SFX.
 +      * A link existing in HLM does NOT mean it is linkable in FTF based on EDS metadata. Metadata from EDS must include the specific mandatory elements (like a DOI) for a link to appear on the FTF menu. If the required elements are not present a link will not generate, meaning there will be false negatives for content that will lead to ILL requests.
 +==== Interactions with Publisher Platforms ====
 +TBD
 +
 +==== Custom Content ====
 +Try to keep custom content to a minimum to avoid the hastels of duplication. Search UMAAH in the vendor search to find all custom content.
 +  * ProQuest Legislative and Executive Publications:​ a UMAAH custom package for the different access points/​names of the PQ Congressional Collection, there is a mix of managed custom and full custom titles.
 +  * ScholarWorks@UMass Amherst: eJournal content from Scholarworks,​ there is a mix of managed custom and full custom titles.
 +  * UMass Amherst eResources: Outlier resources of various types, there is a mix of managed custom and full custom 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.
 +  * 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.
 +          * OA content, including content from publishers we pay for, should not be proxied to allow for better guest access.
 +      * Leave any notes as Custom Labels
 +      * If there is a new link, it needs to be ranked in the Links Management pane.
 +  * Moving forward, we will activate all material types in HLM except for Abstract and Index packages. This may need to be revised following further testing in EDS/FTF.
 +      * PubFinder will be configured specifically to show only some types of title material types (primarily excluding non serial content like eBooks) but if there is a link and a linking mechanism, the content could appear in an FTF menu and will always appear in downloads.
  
-==== How to Enable ​==== +==== HLM Link Rankings ​==== 
-  * Flesh out+Labels for the FTF Menu are also linked. Keep links on the 10s to allow for wiggle room. 
 +   * The ranking of HLM Links is loosely based on SFX sort_services.config ranking. 
 +       * 0  = EBSCO Linking Services (?) 
 +       10 = Paid publisher subscriptions 
 +       * 20 = Publisher hosts (Ingenta, Highwire, etc.) 
 +       * 30 = Newspapers 
 +       * 40 = Databases 
 +       * 45 = Media, image, and streaming 
 +       * 50 = Less reliable aggregators and digitized historical publications 
 +       * 60 = eBooks 
 +       * 70 = Open access 
 +       * 80 = Reviews 
 +       * 90 = Alternate Linking (CrossRef / PubFinder) 
 +       * 100 = Service Links (Set to Always Show) 
 +         * Begins with Section Label "​Unable to Find Full Text?"​ 
 +   * Once you've assigned or changed a ranking, scroll to the top of the page and click Refresh.
  
-==== When Not to Enable ​==== +==== Link Editing ​==== 
-  Flesh out+^ Basic Setting Field ^ UMA Global Setting ^ Notes ^ 
 +| Link Name | **Do not Change** | EBSCO confirmed this doesn'​t affect settings. | 
 +| Rank | **Match to above Schema** | | 
 +| Allow EBSCO to Manage Assignments | **Should always be set to Yes** | | 
 +| Category | **Do not Change** | | 
 +| Link Text | **TBD** | | 
 +| Hover Text | **TBD** | | 
 +| BaseURL | **Do not Change** | | 
 +| Query String | **Do not Change** | | 
 +| Mandatory Fields | **Do not Change** | | 
 +| Proxy Server | **Set to Inherited - Silk** |Need to confirm behavior when link is proxied but package is not | 
 +| Display Settings | **For my Assigned Holdings** | Only the Service Links should be set to always show, ILL is NOT set or Items not in my Holdings| 
 +| Show only if no (other) full text is available | **Always NO** | The service links should also be set to No| 
 +| Show in Full Text Finder | **Always YES** | | 
 +| Show to unauthenticated users | **TBD** | Need to decide if we want unauthenticated patrons to see Links to then hit the proxy wall| 
 +| Display in new window | **Always YES** | | 
 +| Icon Settings | **TBD*| Do not change the default Alt-Text unless it is missing or you are uploading a custom Icon|
  
-===== Regular Maintenance in HLM ===== +==== Deselecting Content ​==== 
-==== Renewals ​====  +If you are deselecting entire packages, download the content first to see if there are any CustomLabels that should be preserved. Record relevant notes in FOLIO. Deselecting a title will delete ALL customizations including custom date coverage. 
-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.+===== Renewal Procedures ​===== 
 +Checking renewals ​in HLM is actually ​easier than SFX. There'​s a quick three step process for processing a renewal when it shows up in your queue.
  
-==== Non-Renewals ​====  +==== Review Package Settings ​==== 
-When a ceased ​or cancelled workflow step arrives in your Queue, the resource in HLM needs to be disabled+Packages have basic settings which should be reviewed: 
-  * Make changes ​to the notes in CORAL+  * Be sure that the package has not been hidden 
 +  * The Proxy Server should reflect whether the package is OA or not 
 +      * (If it is mixedit should NOT be set at the package level.) 
 +  * Custom Date coverage should usually be unset (the exception being Springer eBooks) 
 +  * Allow EBSCO to Add New Titles 
 +      * Generally, unless the Package Type is Complete this should ​be set to No. 
 +==== Checking Titles in Packages ==== 
 +Titles do not need to be closely checked unless the package is for eJournal content 
 +  * For packages, title lists should be checked against the content 
 +      * Sometimes, a new package is created and that package should be evaluated for new selection 
 +      * Otherwise, check for cessations or title changes ​in EBSCONet and update Custom Labels 
 +  * For individual eBook titles, check access through HLM and ensure that the proxy settings are correct 
 +      * Confirm the coverage is correct and record any relevant ​notes.
  
-==== Title Changes ​==== +eBook Packages and titles are handled differently. 
-  * 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.+  * For packages, ideally there should be a complete package and it can be treated like an eJournal package or aggregator. 
 +  * For individual eBook titles, they really should be a one and done selection process, you won't need to review unless it's something with a recurring subscription. 
 +==== Review Link Settings ​==== 
 +The Link assigned to the package/title should be reviewed to make sure that no settings have been changed. Match the links to the criteria outlined above in the Enabling a New Resource setting.
  
-==== Platform Changes ​====+Moving forward we will test links during the renewal process. Using a test profile which just uses the FTF CustomLink perform a title search for a title in package, generate an FTF menu, and confirm that the links you expect to see are appearing. Consider testing from multiple metadata sources and comparing the menus to see if mandatory fields are causing some links to fail. 
 +===== General HLM/​FTF/​PFUI Procedures ===== 
 +There are not many formal procedures for HLM/​FTF/​PFUI,​ but some will need to be created post-Go Live 
 +==== Quality of Metadata & Linking ​====
 TBD TBD
 +==== Open Access Linking ====
 +TBD
 +==== Perpetual Access Policy ====
 +See [[perpetual_access_procedures|Perpetual Access Procedures & Codes]]
 +  * This should be updated post Go-Live and the previous page archived.
 +===== HLM Regular Tasks =====
 +There are some regular maintenance things that need to be done to make sure that HLM is up to date.
 +
 +
 +==== Weekly Revision ====
 +EBSCO does not yet put out updates before they happen, so management of content in HLM is more reactionary than in SFX. Each week a copy of the Full KB should be downloaded and stored on the DRMS Drive and a "​Titles Removed from my Holdings"​ report should be run for the previous week.
 +  * Currently the KB Download should be done on Mondays
 +  * 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 aggregator, OA, and eBook titles.
 +  * 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.
 +
 +Jack will work on streamlining this process in January, and hopefully EBSCO will make the report better as well. We have provided use cases.
 +==== Link Testing ====
 +Comprehensive link testing should be completed once a year in addition to testing individual links during the renewals process. Criteria is TBD.
 +==== ScholarWorks Update ====
 +Once a year the custom package for ScholarWorks should be updated based on the Journals page.
  
-===== Custom Content =====+Jack will work with EBSCO to try and get an actual link created so that we can link to ScholarWorks content through the FTF menus in addition to PFUI. 
 +==== Print Holdings Update ​====
 TBD TBD
  
hlm_admin_maintenance.1591984355.txt.gz · Last modified: 2020/06/12 13:52 by jmulvaney
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