Basic Admin Training

BASIC EBSCOadmin TRAINING

EBSCOadmin provides the library administrator with a wide range of tailoring options for EBSCOhost. During this session, administrators and technical coordinators will have hands

on training on this Web-based application, which allows the administrator to: set up local collections, customize search screens, and produce statistical reports.

What is EBSCOadmin? - EBSCOadmin is the first online administrative application for libraries accessing publication services via the World Wide Web. This program provides library administrators a format to customize their EBSCOhost interface. EBSCOhost users can customize and maintain their library interface by creating local collections of publications subscribed to with specific messages indicating what is and is not held by the library. In addition, library administrators can choose to limit the offering to only those publications held locally or indicate an option to either limit or browse the entire database for results. Database offerings can be activated or deactivated, depending on the preference for the profile indicated.

The following outlines some of EBSCOadmin’s versatile functions for a library administrator:

Add, delete and modify local collection(s)

Create exclusion collection(s)

Add and/or modify user profiles.

Customize local/non local title messages and notes

Add/delete and modify printer locations

Export modifications of collections, user profiles and collections information to

EBSCOhost configuration files.

Generate reports of title, database and session usage statistics.
Turn on/off PDF Images
Turn on/off "EBSCO Default" search limiters (databases specific limiters)
Customize Search Screen
Change "Advance/"Expert" search level

How to Access EBSCOadmin:

The URL for EBSCOadmin is: http://eadmin.epnet.com/eadmin/login.asp

Customer ID: enter your customer ID here

Password: enter your password here

The password automatically defaults to the word password until the library administrator

goes in to change it. Please note that the Customer ID and Password are case sensitive. Customer ID and Password information is distributed with customer welcome/set up package.

Local Journal Holdings Create a Limiter on the main search screen based on the library’s magazine and

journal print subscriptions

Explain 3 options for Importing Locals via

Manually entering data (admin)

Uploading files (admin)

Invoice on Diskette for ESS Customers

Demonstrate Options 1 and 2

MANUALLY ENTERING DATA

a) Click on "Collections and Titles"

Click on "Add"

Complete Fields:

Collection ID – a unique name assigned to a specific collection

Description

Exclude – Select "No" if you are creating a Limiter for the search screen based on your print collection; select "Yes" only if creating a title list you want to remove from the database.

Comments – i.e. Last Updated….

Click "OK" returns you to "Collection Maintenance Screen"

Select collection you created and click on "Titles"

Click on "Add"

Show titles from "All"

Select "Title" starting with "Business"

Leave on "100"

Click on "Search"

Select titles to Add, hold down "CTRL" key

when selecting more than one title from list.

Click "Add" when done

Click "Back" which takes you to the Title list

Select any title to modify

Select "Subscribe" (deselect this if you only want the

notes field to be used for this title)

Create your own "Yes" message

Deselect "Propagate" for otherwise you may accidentally

change every "Yes" message in the collection.

Enter notes, summary holdings, etc.

Click "Save and Continue"

Click "Export" and export your work

Click "Continue"

This completes manually entering titles to a collection.

2) Uploading Files

EBSCOadmin users now have significantly more control over maintaining

their local collections and access options with the addition of the Upload feature. Using the Upload feature, users have the option of creating files containing all local holdings information in either text or US MARC format

and uploading these files to EBSCOadmin rather than creating the collection within the program. In addition, Patron ID and Password information, as well

as IP address lists, can all be uploaded using this feature.

Please contact EBSCO Publishing’s Technical Support at 1-800-758-5995

or via email [email protected] with any questions, concerns or suggestions regarding this feature.

We have now completed the section on entering Title Information. Now, we

will customize Search Screens and Link/Activate Local Holding Collections.

III Library Profiles

Interfaces are associated with profiles; therefore, in order to see the Searchasaurus or Remote User Interface that you have created, you will need to create profiles for these groups to reflect these interfaces. Explain that other types of profiles can be created as well.

Add a New Profile for Searchasaurus

Click "Add"

"Profile ID", call it SAS (or whatever you like)

"Description", call it Children’s Magazine Collection

"Interface Type", call it Searchasaurus

SAS is only customizable to the extent of bringing in the

Local Holdings Collection. You cannot use other features here.

Modify an Existing Profile

Select the Profile you want to modify

Select "Basic" and complete the Fields. The Library’s

Homepage must always start with "http://"

Change Password: simply type in new password

Select "yes " Message: select "yes" message for local print holdings information

Select Default Screen: EBSCOhost is set up to default to "keyword searching" unless you manually change this

Select "Search Limiters: select "customer specified" if you plan to customize your search screen. Select "EBSCO Default" if you would like EBSCO’s predefined limiters that are specific to each database. NOTE: If you subscribe to third-party databases (e.g. Books In Print), then you may want to select "EBSCO Default", which will activate database-specific limiters when only ONE database is selected. For example, this will turn on "Keyword search title" as a limiter in Books In Print. Also note that when searching MORE THAN ONE database to search (i.e. MasterFILE Premier and Books In Print) EBSCOhost will default to "global" limiters (limiters predefined to customize a multiple database search).

Turn on/off PDF images – simply click this box

Turn on/off EBSCO OnlineÒ - EBSCO OnlineÒ customers that wish to link EBSCOhost to their E-journals should enter "Customer ID" and "User ID" information. Make sure you also select "Online linking allowed".

Return to your library’s homepage – If you want your users to return to your library’s homepage when exiting EBSCOhost, then please enter that URL here. The library’s homepage must always start with "http://"

Continue at bottom of screen to "Advanced"

You can reword all caption fields

Continue at bottom of screen to "Advanced"

You can reword all caption fields (If you want your users to be able to search within the full text of an article, make sure the full text box is clicked. Unless you want to always search the full text with each query, make sure the default field is NOT selected).

Select "Advanced"

Permanent Limiters are "behind the scenes" and nobody sees

these as limiters on the screen. When two or more Permanent

Limiters are selected, the Boolean operator "OR" will be applied.

Global Limiters are limiters that EBSCO has selected for all databases. These limiters can be modified. You may choose to reword these limiters or simply move them from/to the advanced/expert search screen. Please note if "EBSCO Default" limiters is selected, global limiters will appear when more than one database is selected.

Local Collections can also be displayed as an Authority File. If you select any of the Local Collections you created, they will appear as an authority file on your menu bar

Click "Save and Continue"

Select "Dababases"at the bottom of this screen. Select your databases and arrange in the order you want them to appear in the "choose" database screen on EBSCOhost.

Export

This completes the Basic EBSCOadmin Training outline.