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sfx_routine_maintenance [2016/09/21 16:17] cknapp [Support Cases] |
sfx_routine_maintenance [2018/12/03 14:09] cknapp [Symbolic Links, Reconnection] |
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| 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]]. | 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]]. | ||
| + | ==== A-Z List Notes ==== | ||
| + | |||
| + | SFX Object types: DATABASE will not display on the A-Z list. JOURNAL will. | ||
| ==== Contribute Local Changes to Global SFX KB ==== | ==== Contribute Local Changes to Global SFX KB ==== | ||
| Line 25: | Line 28: | ||
| * $obj->parsedDate('>=','1999',undef,undef) && $obj->parsedDate('<=','2002',undef,undef) || $obj->parsedDate('==','2008',undef,undef) | * $obj->parsedDate('>=','1999',undef,undef) && $obj->parsedDate('<=','2002',undef,undef) || $obj->parsedDate('==','2008',undef,undef) | ||
| - | ==== Image and Mobile Customizations ==== | + | ==== Images, UMLinks, Logos, and Mobile Customizations ==== |
| - | SFX images are located at W:\DEPARTMENTAL_FOLDERS\Acquisitions\SFX_Project\Images (and R:\Acquisitions\SFX\SFX images). | + | SFX images are located at R:\Content&Discovery\Information_Resources_Management\DRMS\SFX\SFX_Project\Images. Images are also available on the CMS for those who have access. |
| Contact Josh in systems for customizations. | 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.]] | 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 ==== | ==== 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.]] | + | 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.]] L/P values should be added to CORAL Access notes (if there are many databases see main resource, such as EBSCOHost Academic Search Premier). |
| Past problems have been: | Past problems have been: | ||
| Line 41: | Line 42: | ||
| * L/P flags may appear to be in place but may need to be re-entered after an update to the target. | * 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 ==== | + | ==== Notes in Object Portfolio Edit ==== |
| - | The following object types generate MARCIt records. | + | 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. | ||
| + | * Additional content may be available. | ||
| + | * We are working on restoring access. | ||
| + | |||
| + | ==== Object Types ==== | ||
| + | MARCIt records are no longer being used but this list of object types is still useful. | ||
| + | The following object types are considered serials (and generated MARCIt records). | ||
| * Journal | * Journal | ||
| * Conference | * Conference | ||
| Line 50: | Line 68: | ||
| * Wire | * Wire | ||
| * Database (as object) | * Database (as object) | ||
| - | The following object types do not generate MARCIt records. | + | The following object types are not considered serials (and did not generate MARCIt records). |
| * Book | * Book | ||
| * CD | * CD | ||
| Line 58: | Line 76: | ||
| * Proceeding | * Proceeding | ||
| * Report | * 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 ==== | ==== Reports, Broken Symbolic Links ==== | ||
| Line 97: | Line 99: | ||
| - | ==== Symbolic Links, Reconnection ==== | + | ==== Symbolic Links, Restoring ==== |
| 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: | 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. | * Login to SFX instance UNIX-side as instance user. | ||
| Line 111: | Line 113: | ||
| * ln -s /exlibris/sfx_ver/sfx4_1/sfxglb41/lib/Parsers/TargetParser/JSTOR/JSTOR.pm | * 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. | * Restart: da, ./server_admin_util, 1=Start Stop Services, 8=Instance Apache Restart, q=quit, exit. | ||
| + | * See p.19 of the [[https://knowledge.exlibrisgroup.com/SFX/Product_Documentation/01_Version_4.0 | SFX System Administration Guide]] for instructions on restoring symlinks. | ||
| ==== 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. |
| - | ==== UMLinks Button, Images and Logos ==== | + | **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. |
| - | The UMLinks button, images and logos are kept on the R drive. Images can be customized by Systems. R:\Acquisitions\SFX\SFX images | + | |
| + | **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]]// | --- //[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]// | ||
