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sfx_routine_maintenance [2019/02/13 20:22] cknapp |
sfx_routine_maintenance [2019/02/13 20:59] cknapp |
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| * 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. | * 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 ==== | ==== CORAL Notes for SFX ==== | ||
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| ==== Date Thresholds ==== | ==== Date Thresholds ==== | ||
| + | |||
| + | **Creating and maintaining 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. | ||
| + | * Create a local threshold if the dates per our licensed agreement with the publisher/vendor differ from ExLibris global thresholds. | ||
| + | * 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 (see below). | ||
| + | * No other fields need to be filled in on the Compose screen. | ||
| + | * 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 to ExLibris** |
| - | * For ejournal packages and databases, report incorrect date thresholds to the publisher/vendor if the corrected date threshold will apply to all ExLibris customers. ExLibris has automated its loading of title lists. Even if ExLibris complies with our request, publisher/vendor title lists may remain unchanged so our fix would be temporary. | + | * Aggregator date thresholds are maintained by automated vendor loads to ExLibris. |
| - | * For individual subscriptions, report incorrect date thresholds to ExLibris if the corrected date threshold will apply to all ExLibris customers. | + | * ExLibris will accept requests to change date thresholds only for content that is not maintained by publishers or consortia, e.g. MISCELLANEOUS EJOURNALS titles. |
| * Only NERL can submit date threshold change requests to ExLibris for their package targets. | * Only NERL can submit date threshold change requests to ExLibris for their package targets. | ||
| - | * Create a local threshold if the dates are per our licensed agreement with the publisher/vendor. | ||
| - | * Add a General Note in the object portfolio edit screen if it will be helpful to users. Example: " Content may not yet be available." | ||
| - | * Add an internal note if appropriate. | ||
| **Embargoes and moving walls**: Use the composer tool to set up an embargo. For a 1 year embargo use the text below. NOTE: do not use "==" which does not display an embargo on the menu. | **Embargoes and moving walls**: Use the composer tool to set up an embargo. For a 1 year embargo use the text below. NOTE: do not use "==" which does not display an embargo on the menu. | ||
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| Reach an error message? Try searching <A HREF="https://www.sciencedirect.com/browse/journals-and-books?contentType=JL">Science Direct ejournals.</A> | 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 ==== | + | ==== Object Portfolio Edit Notes ==== |
| - | Internal Note fields. Use these notes: | + | Add a General Note in the object portfolio edit screen if it will be helpful to users. Example: " Content may not yet be available." Add an internal note if appropriate. |
| - | * PA to (dates) | + | * General Note fields. Use these notes: |
| - | * Prev title (to...title optional) | + | * Current issues may not be available. |
| - | * Accessible (dates) | + | * Content may not yet be available. |
| - | * Free for (dates) | + | * Some full text content may not be available. |
| - | * OA | + | * Some years are not available. |
| - | * Continues (title) | + | * Additional content may be available. |
| - | General Note fields. Use these notes: | + | * We are working on restoring access. |
| - | * Current issues may not be available. | + | * Internal Note fields. Use these notes: |
| - | * Content may not yet be available. | + | * PA to (dates) |
| - | * Some full text content may not be available. | + | * Prev title (to...title optional) |
| - | * Some years are not available. | + | * Accessible (dates) |
| - | * Additional content may be available. | + | * Free for (dates) |
| - | * We are working on restoring access. | + | * OA |
| + | * Continues (title) | ||
| ==== Object Types ==== | ==== Object Types ==== | ||
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| - | ==== Troubleshooting ==== | + | ==== Troubleshooting and Debugging ==== |
| **Linking parser problems.** | **Linking parser problems.** | ||
