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--- sfx_routine_maintenance [2019/01/07 17:20]
127.0.0.1 external edit
+++ sfx_routine_maintenance [2019/02/13 19:56]
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 27: / Line 30: @@
 **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)
+==== Display Logic ====
+Redundant targets displaying on SFX menus can be reduced by using Display Logic (SFX Admin>Configuration>Menu Configuration>Display Logic. Rules are set up to reflect Target Precedence on the SFX menu (sort services config file). Rules are cascading so rules toward the top of the list take precedence. Thresholds may be set up to exclude sources (such as SFX Admin or EDS) or to only display if date threshold is the //exactly// the same ("same_threshold").
 ==== Images, UMLinks, Logos, and Mobile Customizations ====
@@ Line 34: / Line 40: @@
 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 ====
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   * 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.
+==== New Content/Target Requests ====
+Here are steps to request that a resource be added to SFX. Do not create a NERS request if you would like an update of an existing resource. Instead open a Salesforce case.
+  * Log into NERS (see CORAL/ExLibris).
+  * Check that no request for the resource exists already in NERS (Request search with limit by Product = Content and Status = Votable).
+  * Add a new Content request by providing the following helpful information.
+      * Name of the Database, Collection or Platform.
+      * Name of the Content Provider
+      * Link to the database or platform
+      * Provider contact information (if available)
+      * Short description why this content is important and beneficial to the community
+      * Flag the request as Regional if needed and select the appropriate group from the list
+==== 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 ====
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 **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]]//