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--- sfx_routine_maintenance [2012/02/29 17:57]
cknapp
+++ sfx_routine_maintenance [2016/09/21 16:33]
cknapp [UMLinks Button, Images and Logos]
@@ Line 1: / Line 1: @@
-====== SFX Routine Maintenance ======
+===== SFX Routine Maintenance =====
+Miscellaneous information about SFX. Some SFX-related files may be found in R/S:\Acquisitions\SFX. Help with SFX terms is available at this [[http://www.carli.illinois.edu/products-services/link-resolver-sfx/sfx-glossary | SFX glossary]].
-===== ANNUAL TASKS =====
+==== Contribute Local Changes to Global SFX KB ====
+Currently (2013) this is only available for Miscellaneous targets. Make local changes in Object Portfolio Edit screen and submit. "Contribute" button should then show in the OP View screen.
-=== WILEY OPT-INS (January) ===
+==== Date Thresholds ====
-Wiley opt-ins are temporarily free for Core subscribers but we need to register to obtain access. Opt-ins usually become paid titles in subsequent years and we can choose not to subscribe when they cease to be free. See and update R/S:Acquisitions/Electronic resources/Wiley/Wiley_[year]/WileyOptInsandCoreCancellations[year].
+SFX provides a tool for composing local thresholds in the object portfolio edit screen.
-  * Check previous opt-ins against current Wiley title list to see if they have become paid titles.
-     * No longer opt-ins.
+**Reporting incorrect date thresholds**:
-         * Subscriptions. Order records should be updated. SFX access should be changed to WILEY_ONLINE_JOURNALS target.
+  * For ejournal packages and databases, report incorrect date thresholds to the publisher/vendor if the corrected date threshold will apply to all ExLibris customers. ExLibris has automated its loading of title lists. Even if ExLibris complies with our request, publisher/vendor title lists may remain unchanged so our fix would be temporary.
-         * Not subscribing. Close order records with note. Deactivate in SFX.
+  * For individual subscriptions, report incorrect date thresholds to ExLibris if the corrected date threshold will apply to all ExLibris customers.
-     * Continuing as opt-ins. If access is still available, leave as is.
+  * Only NERL can submit date threshold change requests to ExLibris for their package targets.
-  * Find the list of current year opt-ins on the Wiley site (may be in master journal title list).
+  * Create a local threshold if the dates are per our licensed agreement with the publisher/vendor.
-     * Send opt-ins to selectors. Contact Wiley to activate any titles chosen by selectors.
+  * Add a General Note in the object portfolio edit screen if it will be helpful to users. Example: " Content may not yet be available."
-     * Create Dummy order records including a "DO NOT PAY" note for activated opt-ins.
+  * Add an internal note if appropriate.
+**Embargoes and moving walls**: Use the composer tool to set up an embargo. For a 1 year embargo use the text below. NOTE: do not use "==" which does not display an embargo on the menu.
+  * In the edit screen, click "Add Local" beside Threshold (Global), click "Compose", fill in First Publication (year at least), click down arrow beside "Embargo/Moving wall".  For a 1 year embargo choose "greater than or equal to", choose time ("1 year" ago). For other time increments, choose one from the drop down and edit afterward.
+  * Resulting date threshold should look something like this:
+      * $obj->parsedDate('>=','2007',undef,undef) && $obj->timediff('>=','1y')
+**Split date thresholds**:  Use "||" to separate the runs. For example, holdings from 1999-2002 and 2008 would use the text below.  This displays as "Available from 1999 until 2002, Available in 2008".
+  * $obj->parsedDate('>=','1999',undef,undef) && $obj->parsedDate('<=','2002',undef,undef) || $obj->parsedDate('==','2008',undef,undef)
+==== Images and Mobile Customizations ====
+SFX images are located at W:\DEPARTMENTAL_FOLDERS\Acquisitions\SFX_Project\Images (and R:\Acquisitions\SFX\SFX images).
+Contact Josh in systems for customizations.
+For customizations of full screen and mobile menu headers, UMLinks buttons, multi-object menus and more, see the [[http://knowledge.exlibrisgroup.com/SFX/Product_Documentation/01_Version_4.0 | SFX users guides.]]
+==== L/P Linking Parameters and Flag Values ====
+Some targets require flag values to enable the functioning of open URLs. For information about specific target L/P codes see the [[ http://knowledge.exlibrisgroup.com/SFX/Product_Documentation/02_KnowledgeBase_Information|SFX Target and Alma E-Collection Configuration.]]
+Past problems have been:
+  * L/P edit boxes may mysteriously disappear. Go to the target service edit screen, open a local parse param, put in a blank space, submit, go back in and clear local parse param, and the L/P edit box should return.
+  * L/P flags may appear to be in place but may need to be re-entered after an update to the target.
+==== MARCIt Records and Object Types ====
+The following object types generate MARCIt records.
+  * Journal
+  * Conference
+  * Newspaper
+  * Series
+  * Transcript
+  * Wire
+  * Database (as object)
+The following object types do not generate MARCIt records.
+  * Book
+  * CD
+  * Dissertation
+  * Document
+  * Manuscript
+  * Proceeding
+  * Report
+==== Notes in Object Portfolio Edit ====
+Internal Note fields. Use these notes:
+  * PA to (dates)
+  * Prev title (to...title optional)
+  * Accessible (dates)
+  * Free for (dates)
+  * OA
+  * Continues (title)
+General Note fields. Use these notes:
+  * Current issues may not be available.
+  * Content may not yet be available.
+  * Some full text content may not be available.
+  * Some years are not available.
+  * We are working on restoring access.
+==== Reports, Broken Symbolic Links ====
+Lists all files for which symbolic links to global SFX files have been broken. SFX UNIX side.
+  * da; ./server_admin_util; 2=Filesystem maintenance; 8=Check for broken symbolic links; Save output in file=N; Recreate symbolic links?=N
+  * NEVER recreate symbolic links here!!!  UMass custom files are included.
+==== Reports, Incomplete Activations ====
+Lists targets which lack activations at the target, target service, or object portfolio level. SFX UNIX side. Report is saved in the dbs/scratch directory.
+  * da; ./server_admin_util; 6=Diagnostics; 6=Report Incomplete Activations.
+==== SFX Documentation and User's Guides ====
+See [[http://knowledge.exlibrisgroup.com/SFX/Product_Documentation/01_Version_4.0 | SFX users guides.]]
+==== Support Cases ====
+Send support cases to [[https://exlidp.exlibrisgroup.com | Salesforce.]]
+Add cknapp@library.umass.edu to support case "Additional emails" section if you would like Catherine to track the case.
+As of 2016, dbhelpers are focusing on getting articles to patrons, not reporting metadata problems unless it is worth the time. General guidelines (with plenty of exceptions):
+  * Report to SFX: Problems with linking (not metadata), SFX functionality, requests to update a target, questions about platform changes and targets, etc. ExLibris is often not interested in metadata problems because they are relying on publisher/vendor data to inform targets. The exception is individual subscriptions, especially in the MISCELLANEOUS EJOURNALS or Highwire targets. Do not report metadata problems for databases or NERL targets (contact publisher or NERL to request they send updated files to ExLibris). For journal packages, use best judgement.
+  * Report to publisher/vendor: Important metadata problems, problems with web sites or title lists, etc.
+==== Symbolic Links, Reconnection ====
+If we have installed any patched parsers, which are now supplied by the update, you will need to reconnect the symbolic link so we get future updates to the file:
+  * Login to SFX instance UNIX-side as instance user.
+  * Go to the appropriate directory for the file you wish to relink (e.g. "tp") for target parsers and move to the appropriate subdirectory (e.g. "cd filename")
+  * Copy the current file for backup (e.g. "mv filename filename.bak" creates backup)
+  * Reconnect the link using the appropriate path (e.g. for SFX ver.4.1 "ln -s /exlibris/sfx_ver/sfx4_1/sfxglb41/lib/Parsers/TargetParser/Directoryname/filename")
+  * To check if symbolic link is restored, "vi filename", "N" when asked if you want to break symbolic link, ":q!" to quit without saving.
+  *  Restart Apache. Type apachectl restart OR go to the ./server_admin_util menu and restart the Apache instance.
+  * Example if JSTOR is filename.
+      * tp
+      * cd JSTOR
+      * mv JSTOR.pm JSTOR.pm.bak
+      * ln -s /exlibris/sfx_ver/sfx4_1/sfxglb41/lib/Parsers/TargetParser/JSTOR/JSTOR.pm
+      * Restart: da, ./server_admin_util, 1=Start Stop Services, 8=Instance Apache Restart, q=quit, exit.
+==== Target Service Edit ====
+**AutoUpdate**: Usually we want AutoUpdate checked so that ExLibris maintains the target. If AutoUpdate is checked, local target service parser and parse param, as well as local object portfolio parser and parse params, can be changed by ExLibris during an update. Do not check AutoUpdate when we want our local information to remain intact (e.g. ILLIAD), or because we have made changes to the parser (e.g. ProQuest Dissertations and Theses) either long term or temporarily.
+**AutoActive** should be checked if we have access to all items in a target and want ExLibris to manage activation. We do not want AutoUpdate checked if we partially activate a target.
+**Proxy** should be checked if we want to run linking through EZProxy. We do not proxy open access or ebrary.
+ --- //[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]//