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sfx_routine_maintenance [2019/02/13 20:01] cknapp [SFX Routine Maintenance] |
sfx_routine_maintenance [2019/02/13 20:48] cknapp [Date Thresholds] |
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| ===== SFX Routine Maintenance ===== | ===== SFX Routine Maintenance ===== | ||
| - | This is a catch-page for useful info about SFX. SFX-related files may be found in DRMS(Q):/SFX. | + | 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.]] | + | * SFX documentation may be found at the [[https://knowledge.exlibrisgroup.com/SFX | ExLibris Knowledge Center.]] |
| - | Help with SFX terms is available at this [[http://www.carli.illinois.edu/products-services/link-resolver-sfx/sfx-glossary | SFX glossary]]. | + | * 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 ==== | + | ==== 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. | ||
| - | SFX Object types: DATABASE will not display on the A-Z list. JOURNAL will. | ||
| - | ==== 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 ==== | ==== CORAL Notes for SFX ==== | ||
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| ==== Date Thresholds ==== | ==== Date Thresholds ==== | ||
| SFX provides a tool for composing local thresholds in the object portfolio edit screen. | SFX provides a tool for composing local thresholds in the object portfolio edit screen. | ||
| + | * In the object portfolio edit screen, click "+ Add local" on the "Threshold (global)" line. | ||
| + | * Click "Compose" and add "First Publication" and "Last Publication" information. UMass practice has been to use only years for full year content. | ||
| + | * OR set up "Embargo/Moving wall" dates. | ||
| + | * No other fields need to be filled in. | ||
| + | * Dataloader may also be used for lists of titles that need local date thresholds in a target (see Dataloader section). | ||
| **Reporting incorrect date thresholds**: | **Reporting incorrect date thresholds**: | ||
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| ==== Language changes on SFX menu and A-Z Journal Search ==== | ==== 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 ==== | ==== 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 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. | * L/P flags may appear to be in place but may need to be re-entered after an update to the target. | ||
| + | |||
| + | ==== Menu Design ==== | ||
| + | The Menu Design tab is located at SFX Admin>Menu Configuration. We use the "Simplified Template and Mobile Configuration." | ||
| + | * Menu Design is where the UMass Amherst Libraries logo is uploaded to replace the SFX Banner. | ||
| + | * Service Precedence. The "Basic" group of "Chosen Service types" should be: getFullTxt, getSelectedFullTxt, getMessageNoFullTxt, getHolding, getDocumentDelivery. | ||
| + | * Target Precedence (the order of targets displaying on the SFX menu). To order targets on the SFX menu, add and remove targets from the ordered list either manually or by importing an edited sort services config file (see below). | ||
| ==== New Content/Target Requests ==== | ==== New Content/Target Requests ==== | ||
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| - | ==== Troubleshooting ==== | + | ==== Troubleshooting and Debugging ==== |
| **Linking parser problems.** | **Linking parser problems.** | ||
