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hlm_admin_maintenance [2021/06/29 12:50]
jmulvaney [Embedded FTF Buttons]
hlm_admin_maintenance [2022/11/29 13:23] (current)
jmulvaney [Weekly Revision]
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 ===== HLM Admin Management ===== ===== HLM Admin Management =====
  
-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.+HLM, or Holdings Management, is the EBSCO system that powers ​Full Text Finder, Publications Finder (eJournal A-Z), and the exact match eJournal placard in EBSCO. Files from HLM are used to populate Rapid and to provide collection statistics. Maintaining HLM means enabling subscribed, full-text eJournal content ​at the title, or package level as well as managing linking to that content.
  
 **Also See** **Also See**
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     * 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 should automatically apply the appropriate links when we activate a resource.+          * EBSCO should automatically apply the appropriate links when we activate a resource ​- they should always be checked though.
   * 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
-          * Notes are not included.+          * HLM Notes (not custom labels) ​are not included.
   * Searching Options   * Searching Options
       * When searching by title, rely primarily on an identifier rather than title as HLM does not return results consistently for all titles.       * When searching by title, rely primarily on an identifier rather than title as HLM does not return results consistently for all titles.
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   * 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, 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.           * 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   * 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.)+      * 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 ​and tags and access status types do not appear in HLM.)
  
 ==== Understanding Linking ==== ==== 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. 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+  * The Full Text Finder CustomLink exists in EBSCO profiles to allow for the generation of a Link Resolver Menu in EDS or EBSCOHost. 
 +      * [UMAAH SERVICE] FTF - Full Text Finder - use this ONLY in EDS Profiles 
 +      * [UMAAH SERVICE] FTF - EHOST Full Text Finder - use this ONLY in EHOST Profiles 
 +          * [UMAAH SERVICE] FTF - PQD&T Full Text Finder - do not use in any profile, this is setup to allow linking to PQ D&T content via HLM and is assigned as an HLM link only.
   * 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   * 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.       * 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.
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   * FTF Branding Tab   * FTF Branding Tab
       * Basic changes are handled here, and we use enhanced branding but most of the design is handled via the bottom branding.       * 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.+      * **"[UMAAH] FTF Active"​** ​has all of our custom branding.
           * The same LibAnswers tab Kat created for EDS is used in FTF           * 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           * MHC lent their code for the footer link to the eResource Use Policy
           * The same Favicon Switcher app for EDS is used           * The same Favicon Switcher app for EDS is used
 +          * Bob added code to allow Unpaywall to work correctly.
           * Courtney added code created for Amherst to increase the font size and underline the menu links           * 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 also created code to allow for a link in the FTF header to PFUI
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   * PFUI Branding   * PFUI Branding
       * The branding tab only controls the Title of PubFinder and the top right text and URL for images       * The branding tab only controls the Title of PubFinder and the top right text and URL for images
-      * [UMAAH ​TESTNew PFUI (prior to Go Live) has most configuration options ​ and it needs to be set to Plain Text for the JSON to work+      * **"[UMAAH] ​PubFinder Active"​** ​has most configuration options and it needs to be set to Plain Text for the JSON to work
           * We have LOC subject headings configured           * We have LOC subject headings configured
           * Colors are configured here as well           * Colors are configured here as well
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           * Our UMass branding image is stored here           * Our UMass branding image is stored here
           * The PfResourceTypeControl contains our customized radio buttons for searching           * The PfResourceTypeControl contains our customized radio buttons for searching
-              * Final execution ​TBD+              * Final execution ​was to define All Publications as everything except eBooks, and streaming content. 
 +              * We also created radio buttons for Journals, Newspapers, and Reports & Proceedings
 ==== Interactions with EDS ==== ==== 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: 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:
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   * ScholarWorks@UMass Amherst: eJournal content from Scholarworks,​ 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.   * UMass Amherst eResources: Outlier resources of various types, there is a mix of managed custom and full custom titles.
-  * Journal Citation Reports: Based on a file provided by Clarivate to power the JCR customlink. Titles update annually.+  * UMass Amherst Open Books: eBooks published by UM Libraries - workflow is that Ann creates records and shares system ID with Jack, who adds to HLM. 
 +  * UMass Amherst Print Journals: TBD 
 +  * DEPRECATED: ​Journal Citation Reports: Based on a file provided by Clarivate to power the JCR customlink. Titles update annually. 
 +      * //Linking stopped working so the package was disabled.//
  
 ===== ILL and HLM/FTF ===== ===== ILL and HLM/FTF =====
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 ==== RAPID Holdings Transfers ==== ==== RAPID Holdings Transfers ====
-All packages which CANNOT be lend or have at least 1 restriction on lending should be associated with the relevant note in HLM in the Admin. These assignments should be reviewed at renewals. Details are shown below for when new packages are added to the KB. Kate Z. will use these to curate distinct files for upload in to RAPID. Instructions below:+All packages which CANNOT be lend or have at least 1 restriction on lending should be associated with the relevant note in HLM in the Admin. These assignments should be reviewed at renewals. Details are shown below for when new packages are added to the KB. KZedepski ​will use these to curate distinct files for upload in to RAPID. Instructions below:
  
 **Login to the EBSCO Admin:** https://​eadmin.ebscohost.com/​eadmin/​login.aspx **Login to the EBSCO Admin:** https://​eadmin.ebscohost.com/​eadmin/​login.aspx
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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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   * If the full content of a package CANNOT be lent:   * If the full content of a package CANNOT be lent:
       * Add the package to the note: ILL: No Lending       * Add the package to the note: ILL: No Lending
-      * Kate Z. will use this to curate separate out what cannot be lent to send to RAPID.+      * K. will use this to curate separate out what cannot be lent to send to RAPID.
   * If content of a package can be lent WITH RESTRICTIONS   * If content of a package can be lent WITH RESTRICTIONS
       * Add the package to the note: ILL: Restricted Lending       * Add the package to the note: ILL: Restricted Lending
-          * For the time being, this content will also be considered NO LEND. Jack & Kate Z. will work to strip out this content to be loaded as a third "​Restricted"​ file to RAPID.+          * For the time being, this content will also be considered NO LEND. Jack & K. will work to strip out this content to be loaded as a third "​Restricted"​ file to RAPID.
 ==== HLM Link Rankings ==== ==== HLM Link Rankings ====
 Labels for the FTF Menu are also linked. Keep links on the 10s to allow for wiggle room. Labels for the FTF Menu are also linked. Keep links on the 10s to allow for wiggle room.
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 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. 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.
   * Review everything relating to ILL (can/cannot lend) on the spreadsheet and the ILL notes in HLM.   * Review everything relating to ILL (can/cannot lend) on the spreadsheet and the ILL notes in HLM.
 +  * Make sure OA versions of CrossRef and PFUI Linking replace the non OA versions for free resources or else they will cause proxy errors.
  
 Moving forward we will test links during the renewal process. ​ Moving forward we will test links during the renewal process. ​
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 EBSCO is still working on advertising content updates before they happen, so management 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. EBSCO is still working on advertising content updates before they happen, so management 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   * Currently the KB Download should be done on Mondays
 +      * Choose package types: Aggregated Full Text, E-Journal, Online Reference, Unknown
 +      * Full KB Download 2022
   * 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 20210601+      * De Gruyter should have 41 titles (As of 20221129
-      * EBSCO Open Access Journals should have titles (As of 20210601+      * EBSCO Open Access Journals should have titles (As of 20221129
-      * IngentaConnect should have 19 titles (As of 20210601+      * IngentaConnect should have 15 titles (As of 20221129
-      * Publisher'​s Site should have 73 titles (As of 20210601)+      * Publisher'​s Site should have 48 titles (As of 20221129) 
 +      * Taylor & Francis should have 467 titles (As of 20221129)
  
   * 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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 Once a year the custom package for ScholarWorks should be updated based on the Journals page. Package Name: ScholarWorks@UMass Amherst Once a year the custom package for ScholarWorks should be updated based on the Journals page. Package Name: ScholarWorks@UMass Amherst
  
-Publications Finder & CrossRef are added as links but have NOT been tested yet. Jack will work with EBSCO to try and get an actual link created so that we can link to ScholarWorks articles directly. Erin Jerome should be a part of this project. Scholarworks includes DOIs so an HLM link should be possible.+Publications Finder & CrossRef are added as links but have NOT been tested yet. Jack can work with EBSCO to try and get an actual link created so that we can link to ScholarWorks articles directly. Erin Jerome should be a part of this project. Scholarworks includes DOIs so an HLM link should be possible.
 ==== Print Holdings Update ==== ==== Print Holdings Update ====
-TBD+IRM does not currently have the capacity to review and clean up our serials data for import into HLM. A file was generated before the Aleph migration which can be used as a temporary data source until better export/​reporting features exist in FOLIO. 
 +  * An HLM link (Check Discovery for Print Versions) which performs an PISSN/EISSN search in EDS was added in Spring 2022 so that patrons can move between the interfaces and can see results for our print collection if there is no online full text.
  
 ===== HLM/​FTF/​PFUI Policies & Procedures ===== ===== HLM/​FTF/​PFUI Policies & Procedures =====
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   * Once a week, titles removed from holdings should be reviewed.   * Once a week, titles removed from holdings should be reviewed.
 ==== Open Access Policy ==== ==== Open Access Policy ====
-Open Access content in HLM should always be reviewed prior to it's selection. If the OA content is from a specific vendor it is likely ​duplicated in our subscriptions ​so a review ​should be done to make sure we are not overloading any FTF menusIf liaisons have specific requests for linking they should be asked for an academic justification as OA content ​is harder ​to manage ​in HLM than it was in SFX.+Open Access content in HLM should always be reviewed prior to it's selection. If the OA content is from a specific vendor it may be duplicated in our subscribed content ​so linking mechanisms ​should be changed ​to show one link per vendorRequests from Liaison ​should be considered, but until a more formal ​OA policy ​is written we are restrictive in what we enable due to lack of time to manage it all.
  
 We are NOT selecting the large EBSCO provided OA packages as we have no way of comprehensively reviewing them for accuracy. If specific titles are requested they should be selected and documented via CustomLabels. We are NOT selecting the large EBSCO provided OA packages as we have no way of comprehensively reviewing them for accuracy. If specific titles are requested they should be selected and documented via CustomLabels.
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 If linking becomes unreliable for a subset of a package content should be deselected. IRM is not able to coordinate with OA publishers for access issues so if an entire package becomes unreliable it will be delestected. If linking becomes unreliable for a subset of a package content should be deselected. IRM is not able to coordinate with OA publishers for access issues so if an entire package becomes unreliable it will be delestected.
  
-OA content is specifically not proxied on PubFinder so that all patrons can access it. We have tried to have content specific links unproxied (like HighWire Free) and include the OA button icon (like DOAJ) to advertise OA access via FTF but this method is not comprehensive and some OA content will be duped with proxied or unlabeled links.+OA content is specifically not proxied on PubFinder so that all patrons can access it. We have tried to have content specific links unproxied (like CrossRef and PubFinder OA) and include the OA button icon (like DOAJ) to advertise OA access via FTF but this method is not comprehensive and some OA content will be duped with proxied or unlabeled links.
 ==== Perpetual Access Policy ==== ==== Perpetual Access Policy ====
 See [[perpetual_access_procedures|Perpetual Access Procedures & Codes]] See [[perpetual_access_procedures|Perpetual Access Procedures & Codes]]
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 | HLM Link Icons| FTF Menu | Full text links should never have icons. Service links should always have icons.| | HLM Link Icons| FTF Menu | Full text links should never have icons. Service links should always have icons.|
 | UnPaywall Link | FTF Menu | We configured UnPaywall with EBSCO Support. Michael then added custom code to the bottom branding to allow for correct linking via the UnPaywall API | | UnPaywall Link | FTF Menu | We configured UnPaywall with EBSCO Support. Michael then added custom code to the bottom branding to allow for correct linking via the UnPaywall API |
-| JCR Linking | FTF Menu| Nash worked to create the actual link, but for limiting purposes, the package for JCR is custom and is based on a yearly upload of a title list from Clarivate.|+| JCR Linking ​(**Deprecated**) ​| FTF Menu| Nash worked to create the actual link, but for limiting purposes, the package for JCR is custom and is based on a yearly upload of a title list from Clarivate.|
 | Google Scholar | FTF Menu | Support created a link for a title search via Google Scholar. | | Google Scholar | FTF Menu | Support created a link for a title search via Google Scholar. |
 | Browse Databases| PubFinder | We opted to disable this feature since it is actually HLM packages, not "​databases"​| | Browse Databases| PubFinder | We opted to disable this feature since it is actually HLM packages, not "​databases"​|
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 | A-Z Browse | PubFinder | Due to patron confusion we have disabled the second layer Alpha Browser (ie. AA, AB)| | A-Z Browse | PubFinder | Due to patron confusion we have disabled the second layer Alpha Browser (ie. AA, AB)|
 | 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|+[UMAAH SERVICE] FTF - Full Text Finder | 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
 +| [UMAAH SERVICE] FTF - PQD&T Full Text Finder | HLM | The link is configured to allow linking to content from ProQuest Dissertation & Theses and is actually used inside of HLM, not in any EBSCO profile. Courtney created this for us.| 
 +| [UMAAH SERVICE] FTF - EHOST Full Text Finder | EHOST | The link is configured to always show (unless there is full text) so that patrons have a way of interacting with the HLM ILL link on the FTF menus for records with no full text in EHOST.|
  
 ==== PubFinder Locations ==== ==== PubFinder Locations ====
   * Library Website Search Box (contact LTS with issues)   * Library Website Search Box (contact LTS with issues)
-  * Library ​Databases ​Collections ​Menu (contact LTS with issues)+  * Library ​Find Borrow ​Menu (contact LTS with issues)
   * Springshare Databases A-Z List (contact Research Services with issues)   * Springshare Databases A-Z List (contact Research Services with issues)
   * Discovery Top Ribbon (contact DRMS with issues)   * Discovery Top Ribbon (contact DRMS with issues)
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 ==== Embedded FTF Buttons ==== ==== Embedded FTF Buttons ====
  
-**Base URL:** https://​resolver.ebscohost.com/​openurl ​+  ***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
  
-**Small:** https://​www.library.umass.edu/​assets/Branding/ftfsmall85x20.png +  ***EBSCOHost/​EDS Branding**: 
-**Large:** https://​www.library.umass.edu/​assets/Branding/ftflarge170x40.png+  ​***Favicon Icon**: ​https://​www.library.umass.edu/​favicon.ico OR https://www.library.umass.edu/​wp-content/​themes/​umasslibrary/​images/​favicon.ico 
 +  ***Ask Us Box**: https://​www.library.umass.edu/​wp-content/uploads/​2022/​07/AskUs-Box.png
  
 +  ***Full Branding, white background**:​ https://​www.library.umass.edu/​assets/​Branding/​UMass-Libraries-horiz-RGB.png
  
-FTF uses OpenURL version 0.1+  ***OpenAthens Main Branding**:
  
-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.+[[https://​connect.ebsco.com/​s/​article/​Linking-from-a-specific-source-to-Full-Text-Finder?​language=en_US|Linking from specific ​source to Full Text Finder]]
  
 +FTF uses OpenURL version 0.1
 --------- ---------
  
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 |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.| |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.| |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.|+|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| |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.| |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.|
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 |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.| |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.| |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.|
 +|Oxford University Press |New Admin |FTF confirmed configured 3/16/2022, used small icon.|
 |Annual Reviews |Librarian Resource Center |FTF configured 6/21/2021, used small icon (uploaded to Admin for hosting on AR site.) | |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.| |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.)| |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.| |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 | +|IEEE |Emailed Support / Form |FTF configured 6/22/2021, used small icon and Check for Full Text at UMass| 
-|American Psychiatric Publishing |Emailed Support | |+|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.| |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.| |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.)| |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.| |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** Emailed Support| |+|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.| |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.| |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.| |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.| +|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 | |+|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.| |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.| |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.|
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 |American Chemical Society |ACS Admin |FTF Configured 6/25/2021, uploaded small icon to ACS 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.| |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|+|Springer/​Nature |Emailed ​Support ​|Both the SpringerLink and Nature platforms do NOT support outbound OpenURL Linking (as a Source). They did in the past but no longer do.|
 |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.| |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.| |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.| |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.|
 +|SciFinder Scholar |Admin-Only if you are the "Key Contact"​ |Configured 8/10/2021, OpenURL 1.0, no Icon, used Check for Full Text at UMass.|
 +|Aleph OPAC |Steve B. |PubFinder Configured 9/14/2021, see eJournals tab.|
 +|ASCE |Admin |FTF Configured 10/7/2021, uploaded small icon to ASCE admin.|
 +|MIT Press |MIT Direct Admin |FTF Configured 12/3/2021, Used Check for Full Text at UMass, uploaded small icon to MIT Direct admin. MIT Recommends adding a "?"​ to the end of the BaseURL for best functionality. |
 +|Duke Uni Press / Scholarly Publishing Collective |Duke Uni Admin |FTF Configured 12/13/2021, Used Check for Full Text at UMass, uploaded small icon to MIT Direct admin. MIT Recommends adding a "?"​ to the end of the BaseURL for best functionality. |
 +|Informs PubsOnline |Informs Admin |FTF Configured 2/1/2022, uploaded small icon to INFORMS admin. Replaced SFX - no link language, |
 +|EI Compendex / Engineering Village |Email Elsevier Support |FTF Configured 3/25/2022, used small icon no link language. |
 +|Allen Press / Meridian |Allen Press Admin |FTF Configured 11/28/2022, used small icon and Check for Full Text at UMass. Allen Press recommends adding a "?"​ to the end of the BaseURL for best functionality. |
  
  --- //​[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//​  --- //​[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//​
  
hlm_admin_maintenance.1624971015.txt.gz · Last modified: 2021/06/29 12:50 by jmulvaney
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