Differences

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--- sfx_routine_maintenance [2019/01/22 20:52]
cknapp
+++ sfx_routine_maintenance [2019/02/13 20:15]
cknapp [Language changes on SFX menu and A-Z Journal Search]
@@ Line 1: / Line 1: @@
 ===== 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]].
+This is a catch-page for useful info about SFX. SFX-related files may be found in DRMS(Q):/SFX. For more information,
+  * SFX documentation may be found at the [[https://knowledge.exlibrisgroup.com/SFX | ExLibris Knowledge Center.]]
+  * Help with SFX terms is available at [[http://www.carli.illinois.edu/products-services/link-resolver-sfx/sfx-glossary | CARLI's SFX glossary]].
-==== A-Z List Notes ====
-SFX Object types: DATABASE will not display on the A-Z list. JOURNAL will.
+==== A-Z Journal Search Notes ====
+  * SFX Object types: MONOGRAPHS including Book, CD, Dissertation, Document, Manuscript, Proceeding, and Report will not display on the A-Z list. SERIALS including Journal, Conference, Newspaper, Series, Transcript, Wire, and Database do display on the Journal Search A-Z.
+  * Journal Search A-Z can be configured from the SFX Admin through Configuration>Journal Search and A-Z List (including CitationLinker). Language may be changed through Translation and Display, also in the Configuration section of SFX Admin. This includes language for custom URLs at the top of the page.
 ==== 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 35: @@
 **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 36: / Line 47: @@
 ==== 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.
+Language changes are made in the "Translation and Display" sections found at SFX Admin>Configuration. This section contains multiple tabs for changing Journal Search A-Z, CitationLinker, SFX menus, relation types, and public names for service targets.
 ==== L/P Linking Parameters and Flag Values ====
@@ Line 44: / Line 55: @@
   * 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). More information can be found at [[https://el-una.org/working-groups/content/ners-content-request-faq/ | el-una.org.]]
+  * 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 ====
@@ Line 142: / Line 166: @@
 **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]]//