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| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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sfx_routine_maintenance [2016/09/21 16:12] cknapp [Support Cases] |
sfx_routine_maintenance [2016/09/21 16:32] cknapp [Target Service Edit] |
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| ==== Support Cases ==== | ==== Support Cases ==== | ||
| + | Send support cases to [[https://exlidp.exlibrisgroup.com | Salesforce.]] | ||
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| Add cknapp@library.umass.edu to support case "Additional emails" section if you would like Catherine to track the case. | 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): | 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): | ||
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| ==== Target Service Edit ==== | ==== Target Service Edit ==== | ||
| - | **AutoUpdate**: If AutoUpdate is checked, local target service parser and parse param, as well as local object portfolio parser and parse params, will be removed. AutoUpdate should usually be checked but not in cases where we want our local information to remain intact (e.g. ILLIAD). We may want to retain a broken symbolic link because we have made changes to the parser (e.g. ProQuest Dissertations and Theses) either long term or temporarily. | + | **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. |
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| + | **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. | ||
| ==== UMLinks Button, Images and Logos ==== | ==== UMLinks Button, Images and Logos ==== | ||
| The UMLinks button, images and logos are kept on the R drive. Images can be customized by Systems. R:\Acquisitions\SFX\SFX images | The UMLinks button, images and logos are kept on the R drive. Images can be customized by Systems. R:\Acquisitions\SFX\SFX images | ||
