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--- hlm_admin_maintenance [2022/06/06 15:01]
jmulvaney [ScholarWorks Update]
+++ hlm_admin_maintenance [2022/11/29 13:23] (current)
jmulvaney [Weekly Revision]
@@ Line 34: / Line 34: @@
 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 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
       * 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.
@@ Line 241: / Line 244: @@
   * 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
-      * De Gruyter should have 41 titles (As of 20220503)
+      * De Gruyter should have 41 titles (As of 20221129)
-      * EBSCO Open Access Journals should have 10 titles (As of 20220504)
+      * EBSCO Open Access Journals should have 9 titles (As of 20221129)
-      * IngentaConnect should have 15 titles (As of 20220503)
+      * IngentaConnect should have 15 titles (As of 20221129)
-      * Publisher's Site should have 48 titles (As of 20220524)
+      * Publisher's Site should have 48 titles (As of 20221129)
-      * Taylor & Francis should have 467 titles (As of 20220503)
+      * 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.
@@ Line 255: / Line 258: @@
 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 ====
-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 =====
@@ Line 269: / Line 273: @@
   * Once a week, titles removed from holdings should be reviewed.
 ==== 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 menus. If 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 vendor. Requests 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.
@@ Line 275: / Line 279: @@
 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 ====
 See [[perpetual_access_procedures|Perpetual Access Procedures &amp; Codes]]
@@ Line 294: / Line 298: @@
 | 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 |
-| 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. |
 | Browse Databases| PubFinder | We opted to disable this feature since it is actually HLM packages, not "databases"|
@@ Line 300: / Line 304: @@
 | 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|
-| 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 ====
   * 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)
   * Discovery Top Ribbon (contact DRMS with issues)
@@ Line 311: / Line 317: @@
 ==== 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
-[[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]]
+  ***Full Branding, white background**: https://www.library.umass.edu/assets/Branding/UMass-Libraries-horiz-RGB.png
+  ***OpenAthens Main Branding**:
-FTF uses OpenURL version 0.1
-Hello,
+[[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]]
-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.
+FTF uses OpenURL version 0.1
 ---------
@@ Line 380: / Line 388: @@
 |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]]//