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sfx_routine_maintenance [2019/02/13 20:44] cknapp [Contribute Local Changes to Global SFX KB] |
sfx_routine_maintenance [2019/02/13 20:57] cknapp [Date Thresholds] |
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==== Date Thresholds ==== | ==== Date Thresholds ==== | ||
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+ | **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. |