HLM, or Holdings Management, is the EBSCO system that powers the exact match eJournal placard in EBSCO. Maintaining HLM means enabling subscribed, full-text eJournal content. Approximately 87% of our eJournal subscriptions (individual and package) are paid to EBSCO. Once something appears in HLM then you can go about the relatively simple process of enabling the package or title.

Also See

• EDS Admin Management
• EDS & HLM Regular Tasks

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.
    • 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
  • 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. Here you can rerank, manage link assignments, change text/icons/etc, and manage our local links for Menu integrations, etc.
    • EBSCO should automatically apply 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 holdings is the only way to find Custom titles. Notes are not included.
• 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.
    • 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
    • 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.

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
• 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.

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.

— Primary contact: Jack Mulvaney