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  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission
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Welcome to the EDS Institutional Repository Database Questionnaire


You may wish to have your institutional repository, or digital archives, directly loaded in EDS so it can be fully searched alongside other EDS resources. If you select this option, you must complete the Institutional Repository (IR) Database Questionnaire. The questionnaire covers the complete set-up of your repository, from initial branding and display questions through data mapping and record retrieval options. Since each repository is different and may contain unique aspects, each institutional repository is analyzed for optimized loading and display.


It is important to note that, although your custom IR database is a part of your discovery layer, EBSCO does not host the content. We load the descriptive information about objects in your library’s archive/repository and set up links in EDS that direct users back to your archive/repository where they can request, retrieve, or view the item.


OAI-PMH and FTP are the standard methods of transferring data we use to load your institutional repository metadata to an EDS Institutional Repository. OAI-PMH is our preferred method of harvesting data from your repository. If your repository is OAI-accessible, please use this method to fetch data. If this is not an option, we can set-up an FTP account for you to submit a data file.


Supported metadata formats:

Tools for completing the Institutional Repository Questionnaire:
Before you start the questionnaire, make sure you have the following:

  • Basic information about your repository - name, description, software/vendor (digital collections specialist)
  • Data acquisition preference (digital collections specialist/technical specialist)
  • Decisions or a process for making decisions, on preferred linking to your collections, as well as the presentation of the collection itself (various stakeholders)
  • Ability to define the data elements present in your repository (digital collections specialist)

You are now ready to begin and complete the Institutional Repository/Digital Archives Database Questionnaire.

  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission

Welcome


If you see a  next to a question, hover your mouse over the icon to see additional information and/or examples to assist you in answering the question.

Anext to a field indicates a required question.  If you do not provide an answer and attempt to submit the form, you will receive a prompt indicating the form is incomplete. 

We have provided progress tracker at the top of the form for your convenience. You may stop and resume the questionnaire at any time by selecting the check mark located above the progress tracker. 

To begin the form please select the "Next Page" below!

  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission


In order to better serve you, please input the following information:

Customer Information







  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission


General Questions




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  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission


Data Acquisition Questions



Please use the following links for additional information:
Dublin Core    EAD    EISIR    junii2    MODS


  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission


Data Delivery

Data Acquisition Questions



If you need assistance exporting records, we recommend contacting your ILS provider’s support team.

If you have questions about a delivery option which is not listed here, please review the FTP or OAI FAQs on EBSCO Connect, or contact your IPM. Note, for Full OAI Harvests, EBSCO expects uninterrupted access to the server.
Notes:
•    This syntax may be useful for testing: {baseURL}request?verb=ListRecords&metadataPrefix=oai_dc
•    If your OAI harvest link changes after implementation, you must contact EBSCO immediately to ensure regular updates.

An example of a harvest URL can be seen here, and the EBSCO Connect FAQ regarding the OAI Harvest process is here.           

Please note that if your harvest URL is ever updated, you will need to contact us immediately to ensure regular updates.




Please indicate your set scheduling preference (Including time zone information). Examples - 4PM Eastern every day or Monday 4PM EST every week

For all full harvests, EBSCO expects uninterrupted access to the server. Please coordinate with your support team to confirm this will be the case. Additional details can be found here.

examples - Every Wednesday, Every first of the month, Every three months on the X day, etc.



Note: We use this number to verify data harvest and database implementation.

  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission


Linking Questions


Please identify the fields in your data that contain URLs. Example: <dc:identifier>http://purl.lib.ua.edu/22644</dc:identifier>









  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission


Data Questions



Note: This is not used for sorting results by date, but it is searchable separately from Publication date.












  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission


Data Questions





These fields are important for some of our linking and searching functions, if possible, please add to your records.  These are typically found in the dc:source field. 
  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission




To ensure your Collection Names are appropriately indicated and displayed, please submit a lookup table that we can use to map the formats present in your data set using the Collection Name(s) given in the dataset and indicate what should be displayed under the Collection facet, Collection limiters, and on the Full Record display:

Name_in_data –- the text in the designated metadata element (typically the <setSpec> value) that we should use for matching to the lookup

Facet_Display --  values should be concise versions of the full name, with a maximum of approx. 40 characters. (It is neater on the interface than an extended title). This value will be phrase indexed and will search exactly that set.

Full_Display --  the full name of your collection or set, as you would like it to appear on the full record. Will be word indexed.

Limiter_group –- the visible limiter string that will search one or more facet values. In the example below you could have one limiter value per facet, or group together under a larger set. 

Example:  Collection Name Lookup Table 

  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Comments
  5. Additional Contacts
  6. Submission


Publication Type Setup


Records within Institutional Repositories often contain some sort of Document Type information. However, they often do not map the Document Type information to specific Publication Types. EBSCO uses Publication Types for two primary purposes: the first is to generate Publication Type icons and the second is to include the Publication Types within the Source Type Facets.

For a better understanding of Publication Types, Document Types, and Source Types, see this reference guide located on the EBSCO Support Site:
https://connect.ebsco.com/s/article/EBSCO-Discovery-Service-EDS-Pub-Type-Doc-Type-Source-Type-Quick-Reference-Guide?language=en_US 

In order to take advantage of these two features it is necessary to provide a Lookup Table to explicitly map the various Document Types which occur within your data with the corresponding Publication Types used by EBSCO. Please refer to the following Support Site link in order to download the Lookup Table form:
https://connect.ebsco.com/s/article/EBSCO-Discovery-Service-EDS-Institutional-Repository-Digital-Archives-Publication-Type-Lookup-Table?language=en_US 

  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Comments
  5. Additional Contacts
  6. Submission


Additional Information


  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission

Additional Contacts

If you would like to send a copy of your institutional repository questionnaire form to others, please enter their email addresses below. If you do not wish to copy anyone, you may leave it blank. Note:  You will receive a copy of your submission form to the email address you provided in the Account Information section.

If you would like to send a receipt of the completed questionnaire to additional contacts, please add email address(es) below.


  1. Welcome
  2. Account Information
  3. Institutional Repository
  4. Additional Contacts
  5. Comments
  6. Submission

Comments


For questions, comments, or concerns in regards to your general EDS implementation, please visit EBSCO Connect.
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