Post on 22-Aug-2020
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Emerald Insight
www.emeraldinsight.com
A quick reference guide to using the institutional administration area of the Emerald Insight research platform
Administrator’s guide
Administrators Guide2
Contents
1 Accessing the institutional administration area
2 Viewing the Emerald products and services your institution has access to
3 Managing co-administrators on your institutional account
4 Setting up co-branding
5 Monitoring your usage statistics
6 Managing Link resolver
7 Setting up authentication via Shibboleth
8 Viewing IP ranges
9 Managing Trusted Proxy Server (TPS) connections
10 Managing your ‘KBART holdings’
11 Downloading MARC records
12 Downloading OCLC records & LCC Control Numbers
13 Accessing additional support resources
Emerald publishes a leading collection of research in the fields of business and management and has strengths in applied areas including, education, library studies, engineering and health and social care. Emerald Insight is a dedicated research platform, delivering over 110,000 journal articles, over 1,350 book series volumes and more than 340 case studies.
Emerald Insight
Administrators Guide 3
1 Accessing the institutional administration area
Log in to your institutional account
• Logintoyouraccountusingthe ‘Admin’ link at the top right-hand corner of the homepage: www.emeraldinsight.com
• EnteryourUsernameandPassword into the Log in area
• Clickon‘Login’
Once logged in you will have access to the Institutional Account area from where you can manage your institutional account
Administrators Guide4
Viewing the Emerald products and services your institution has access to2 Check you are signed in to your institutional administration area (see section 1)
To view your active subscriptions and access periods
• Clickon‘Accessentitlements’
Your subscriptions will appear in the panel.
To download a list of your subscriptions
• Clickonthe‘tabseparatedtextfile’link
Administrators Guide 5
Managing co-administrators on your institutional account3 Check you are signed in to your institutional administration area (see section 1)
To view your institutional administrators
• Clickon‘Administrators’
To add a co-administrator:
• Typeintheperson’semail• Clickon‘Addadministrator’
Anotificationwillappearandanemailincludingthevalidationlinkwillbesenttothisindividual
Administrators Guide6
3 Managing co-administrators on your institutional account
To delete an administrator:
• Ticktheboxnexttotheirname
• Clickon‘Deleteadministrator’
To add a contact for Emerald’s ‘Recommended to your librarian’ service:
• Enterthepersonsemail• Select‘Addnewcontact’
Only one contact can exist at any one time in the ‘Recommend to your librarian’ service.
Administrators Guide 7
Check you are signed in to your institutional administration area (see section 1)
To add your text and logo
• Clickon‘Co-branding’
• Insertthetextandclickon‘Updatebannertext’button
• Clickon‘Browse’andselectanimagefromyourfiles
• Clickonthe‘Uploadinstitution logo’ button
• Toremoveorreplacetheinstitution logo, click on the ‘Remove logo’ button
The uploaded image should be in JPEG, GIF or PNG format and the size restricted to 180 x 80 pixels.
The logo and banner text will appear in the top right-hand corner of every page on the website.
Setting up co-branding4
Administrators Guide8
Check you are signed in to your institutional administration area (see section 1)
Accessing your usage reports:
• Clickon‘Usagereports’
UsagereportscanbedownloadedinCSV,XML,HTMLortab-delimitedtextformatsandcan be emailed to a selected administrator or all administrators. If you are an administrator for more than one institution, you will be given the option to select the institution for which you wish to see the usage.
Monitoring your usage statistics 5
Administrators Guide 9
Monitoring your usage statistics 5
Downloading Emerald Insight usage reports:
• Chooseayearfromthedropdown list OR select date range option
• Choosethereporttype• Chooseaformatforthe
report• Enteryouremailaddressor
tick All administrators option• Clickon‘Submitreports
request’
Downloading Emerald Insight’s archive usage reports
• Todownloadusagereportsfor early 2014 and further back, click on ‘Download COUNTERlegacyreport’
Downloading other types of usage report:
SUSHIreports:
• ThedetailsrequiredforSUSHIsetupforadministrators can be found in the usage reports area
COUNTERnotifications:
• ToturnofftheCOUNTERe-mail:un-tickthenotificationbox and select ‘update settings’
• ToreinstatetheCOUNTERe-mail:tickthenotificationbox and select ‘update settings’
COUNTERe-mailnotificationsaresenttodefaultadministratorswhentheusagedataforthe current month has been processed and is ready for reporting.
Administrators Guide10
Check you are signed in to your institutional administration area (see section 1)
Adding a link resolver
• Clickon‘Linkresolver’
• Uploadthe‘BaseURL’foryour library
• Uploadanewlogo/buttonimage for your library
• Thenpress‘Update’button
TheOpenURLbuttonheightmustbebetween20and25pixels.
6 Managing Link resolver
Administrators Guide 11
Check you are signed in to your institutional administration area (see section 1)
ConfiguringShibbolethfor your organisation
• Clickon‘Shibboleth’
• Fillinyourfederationidentificationnumber(organization ID is not required), then click on ‘Update’
To view a list of the Shibboleth federations that Emerald support visit the Emerald Group Publishing site: www.emeraldgrouppublishing.com
Setting up authentication via Shibboleth7
Administrators Guide12
Check you are signed in to your institutional administration area (see section 1)
View your IP addresses:
• Clickon‘IPRanges’
• AlistoftheIPRangesforyour organization will be displayed
Additional IP instructions:
• ToreceiveacopyoftheIP’sregistered in an e-mail select ‘Email me my IP addresses for my records’
• ToupdatetheIP’sforyourorganization, please contact support@emeraldinsight.com
Viewing IP ranges8
Administrators Guide 13
Check you are signed in to your institutional administration area (see section 1)
Set-up TPS:
• Clickon‘Trustedproxy’
• AddtheIPaddress(orIPrange) of your institution’s server
• Addthedomain(thisisoptional)
• AddtheBannertext(normally this is a welcome message with the name of your institution)
• AddtheURLofthejournaltogrant access
• AddtheURLofanerrorpage if users fail to authenticate
• SelecttheprogrammingLanguage in which you would like to generate the TPS code
Managing Trusted Proxy Server (TPS) connections9
Administrators Guide14
9 Managing Trusted Proxy Server (TPS) connections
• Clickonthe‘SetupmyTrusted Proxy Server and generate code’ button – a code will then be generated in the language of your choice
Administrators Guide 15
Check you are signed in to your institutional administration area (see section 1)
To view ‘KBART holdings’:
• Clickon‘Holdings’
• SelecttheHoldingsfileforyour organization; this will downloadthefileinatabseparated format
Managing your ‘KBART holdings’10
Administrators Guide16
MARC Records are available for the institution to download from the Emerald Group Publishing site.
• Pleasegoto:www.emeraldgrouppublishing.com/marc/index.htm
Downloading MARC records11
Administrators Guide 17
OCLC Records and LCC Control Numbers are available for the institution to download from the Emerald Group Publishing site
• Pleasegoto:www.emeraldgrouppublishing.com/marc/index.htm
Downloading OCLC records & LCC Control Numbers12
Administrators Guide18
• Viewordownload(PDF) at www.emeraldgrouppublishing.com/support/index.htm
A comprehensive range of support resources, guides and interactive demonstrations are available to library administrators and users of Emerald Insight.
To access Emerald Support Resources go to: www.emeraldgrouppublishing.com/support/index.htm
If you require more information, please feel free to contact us at support@emeraldinsight.com and we will be delighted to help.
Accessing additional support resources 13
Administrators Guide 19
Choose from a range of online products delivered through Emerald Insight
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For more information go to www.emeraldgrouppublishing.com/tk/engbackfiles
EngineeringBackfiles
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eBook Series collections combining breadth of content with the ease of electronic access
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For more information go to www.emeraldgrouppublishing.com/tk/eba
BackfilesAdditions
Secure your electronic content with permanent online access to Emerald eJournals
Withjournalcoverageavailableasfarbackas1898,EmeraldBackfilesallowsforhistoricalresearchtoberediscovered.Preserving over 100 years of management research online, the collection provides access to over 68,000 digitized archive articles fromover120journals.
For more information go to www.emeraldgrouppublishing.com/tk/backfiles
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Rediscover historical research with space-saving, online access
Emerald Emerging Markets Case Studies is an online collection of peer-reviewed teaching cases focusing on business decision making and management development throughout key global emerging markets.
For more information go to www.emeraldgrouppublishing.com/tk/emcs
EmergingMarketsCaseStudies
Teaching cases spotlighting the world’s emerging economies
Featuringover120,000articlesfrom300journals.Manyofourtitlesare indexed by Thomson Reuters (ISI) and Scopus and content is selected for original contribution to research and practical relevance to topical trends. With new articles added continually, a subscription ensures access to relevant and up-to-date content for students, researchers and practitioners
For more information go to www.emeraldgrouppublishing.com/tk/ejournals
eJournals
A leading library of management research
Designedasourmostunifiedcontentoffering,eJournalsPremiercombines our Management Database and our Specialist Collections, providing the full breadth of Emerald’s high quality publishing from leading researchers around the world.
For more information go to www.emeraldgrouppublishing.com/tk/ejournals
eJournals PremierPremier
To discuss products and services available from Emerald, please contact us on:
T +44 (0) 1274 777700 F +44 (0) 1274 785201 E emerald@emeraldinsight.com FortheUKHeadOfficeaddressanddetailsofregionalofficesandrepresentatives,pleasevisit www.emeraldinsight.com
Emeraldisaglobalpublisherlinkingresearchandpracticetothebenefitofsociety.Withover45yearspublishingexperience,Emeraldmanagesaportfolioof300journals,morethan2,350booksandbookseries volumes, as well as an extensive range of online products and services.
Emeraldcontinuallyaimstobethefirstdestinationforall of our communities worldwide, providing innovative research, resources and services to the education, researcher and practitioner markets. Our philosophy has always been to create a meaningful impact within these communities, one that furthers the body of knowledge and supports teaching, advances society and the environment, andinfluencesgovernmentpolicyandbusinesspractice.In order to achieve this, Emerald is committed to the
production and dissemination of the highest quality of double-blind peer reviewed research. As a fast-growing, independent publisher, we offer the best of both worlds: aglobalpresenceprovidingsignificantresearchandsupport services, whilst at the same time remaining agile enough to respond quickly to market needs and providing service excellence through our continued support of the communities we serve.
About Emerald
www.emeraldinsight.com