Differences

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--- sfx_routine_maintenance [2018/11/26 16:35]
cknapp [MARCIt Records and Object Types]
+++ sfx_routine_maintenance [2019/02/13 17:51]
cknapp
@@ Line 8: / Line 8: @@
 ==== 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.
+==== CORAL Notes for SFX ====
+Use the Access tab in the CORAL Resources module to track SFX targets used for eresources. Also track whether content is activated in SFX in the Data Integration note, including individual subscriptions.
 ==== Date Thresholds ====
@@ Line 34: / Line 37: @@
 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.]]
+==== Language changes on SFX menu and A-Z Journal Search ====
+Language changes are made in the "Translation and Display" sections found at SFX Admin>Configuration.
 ==== L/P Linking Parameters and Flag Values ====
@@ Line 41: / Line 47: @@
   * 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.
+==== Notes for Public View on SFX Menu ====
+Notes can be added to the target service or object portfolio general notes field for public view. Format like this (see in wiki edit mode):
+Reach an error message? Try searching <A HREF="https://www.sciencedirect.com/browse/journals-and-books?contentType=JL">Science Direct ejournals.</A>
+==== 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.
+  * Additional content may be available.
+  * We are working on restoring access.
 ==== Object Types ====
@@ Line 60: / Line 87: @@
   * 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.
-  * Additional content may be available.
-  * We are working on restoring access.
 ==== Reports, Broken Symbolic Links ====
@@ Line 89: / Line 99: @@
 ==== SFX Documentation and User's Guides ====
 See [[http://knowledge.exlibrisgroup.com/SFX/Product_Documentation/01_Version_4.0 | SFX users guides.]]
+==== sort_services.config ====
+When target precedence on SFX menus needs a general update, use the sort_services.config file and activate by wizard.
+  * Export active targets.
+  * Check active targets against SFX Admin/UNIX File Manager/config/sort_services.config. This config file is organized by most reliable publishers, lesser reliable publishers, aggregators and databases, newspapers, ebooks, open access and free, and target and menu services other than getFullTxt. Do not include bX.
+  * Go to SFX Admin > Menu Configuration > Menu Design > Simplified Template and Mobile Configuration > Service Precedence – take a snip copy of “Chosen service types” (do not include bX or use getRecommendation for bX), which should be: getFullTxt, getSelectedFullTxt, getMessageNoFullTxt, getHolding, getDocumentDelivery. Make sure these remain when process is finished.
+  * SFX Admin > Menu Configuration > Menu Design > Simplified Template and Mobile Configuration > Target Precedence.  Run Import Precedence Wizard.
+       * Select Basic services config.
+       * Uncheck all but sort_services_config_    AND    basic_grouping.config_ (may need to click through intro screen first)
+       * SAVE
+  * Check sample changes on SFX menus.
 ==== Support Cases ====
@@ Line 100: / Line 121: @@
-==== 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:
   * Login to SFX instance UNIX-side as instance user.
@@ Line 114: / Line 135: @@
       * 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.
+  * 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.
@@ Line 123: / Line 145: @@
 **Proxy** should be checked if we want to run linking through EZProxy. We do not proxy open access or ebrary.
+==== Troubleshooting ====
+**Linking parser problems.**
+   * On SFX menu, use right-click, "View Page Source" to see OpenURL that creates SFX menu.
+   * To view the URL sent by ExLibris to the landing page, set up Debugging first by SFX Admin > Troubleshooting > Debugging. Use "Debugging in TARGET SCREEN" and after entering ONLY YOUR IP ADDRESS, click to "on". Click target on SFX menu and at the bottom of resulting page find the URL. Remember to restore Debugging to "off".
  --- //[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]//