Differences

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--- sfx_routine_maintenance [2019/02/13 20:57]
cknapp [Date Thresholds]
+++ sfx_routine_maintenance [2019/02/20 20:23]
jmulvaney [A-Z Journal Search Notes]
@@ Line 3: / Line 3: @@
   * 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]].
+UMassAmherst Library SFX URL is
+https://sfxhosted.exlibrisgroup.com/umass
@@ Line 9: / Line 12: @@
   * 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.
+  * 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, which IRM staff would need to translate or else they will appear in English.
+==== Collection Tool ====
+Two or more targets may be compared using the Collection Tool found on the SFX Admin. Use "Compare packages/sets of packages". Choose "All" if you wish to include deactivated titles. Although there is often a warning that the report will take a while, usually if the request is reasonable, it is not worth scheduling a report.
 ==== 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.
+==== DataLoader ====
+The Dataloader is used for uploading multiple changes to object portfolios in an existing SFX target or to add titles to locally created target.
+  * Prepare a file. Begin with a spreadsheet, perhaps an export of the target you wish to update (using a Custom export allows exporting note fields). The first column is usually print ISSNs (in order); print are used because ExLibris tends to more thoroughly include print ISSNs than eISSNs. The next column on the spreadsheet might be local date thresholds (as they would appear in the object portfolio edit screen), "ACTIVE" or "INACTIVE" in every cell of the column to activate or deactivate titles, target parsers, parse params (jkeys), or notes (general, authentication or internal).
+  * Save the spreadsheet with only the necessary columns as a Text (tab delimited) file.
+  * After selecting "DataLoader" in SFX Admin>KBTools, choose the target in "Select the Target + Service". You may be prompted to drill down to a specific target under a publisher name.
+  * Set up "Column 1 (Primary Key)" as ISSN if that is your first column, and other columns as appropriate.
+  * Choose to add, update or remove portfolios.
+  * A KBART file may also be used.
 ==== Date Thresholds ====
@@ Line 42: / Line 55: @@
 ==== 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").
+==== Export Tool ====
+From the SFX Admin, choose the Export Tool to download lists of object portfolios (titles) in a target. Choose All, Active or Inactive. You may also download a list of all active targets (used for sort services config checking) or locally created object portfolios, among other choices. Choose "Custom" if you wish to include note fields or customize the download.
 ==== Images, UMLinks, Logos, and Mobile Customizations ====
-SFX images are located at R:\Content&Discovery\Information_Resources_Management\DRMS\SFX\SFX_Project\Images. Images are also available on the CMS for those who have access.
+SFX UMLinks image URL is http://sfxhosted.exlibrisgroup.com/umass/img/azlist_ver3/sfx.gif
+SFX banner header: https://sfxhosted.exlibrisgroup.com/umass/img/simplified_template1///banners/custom/umlibtxt.gif
+SFX Mobile banner header: https://sfxhosted.exlibrisgroup.com/umass/img/simplified_template1//mobile/default//umlibtxtsmall.png
+Logos link to https://www.library.umass.edu/
+Ejournal Search A-Z link https://sfxhosted.exlibrisgroup.com/umass/journalsearch
+Images are also located at DRMS:/SFX/Images.
 Contact Josh in systems for customizations.
@@ Line 80: / Line 106: @@
 ==== 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):
+Notes can be added to the target service or object portfolio general notes field for public view. For direct linking to publisher sites as a workaround to target problems, format like this (view 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 ====
+==== 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. Here are formats used.
-  * 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 ====
@@ Line 147: / Line 174: @@
 Add cknapp@library.umass.edu to support case "Additional emails" section if you would like Catherine to track the case.
 As of 2016, dbhelpers are focusing on getting articles to patrons, not reporting metadata problems unless it is worth the time. General guidelines (with plenty of exceptions):
-  * Report to SFX: Problems with linking (not metadata), SFX functionality, requests to update a target, questions about platform changes and targets, etc. ExLibris is often not interested in metadata problems because they are relying on publisher/vendor data to inform targets. The exception is individual subscriptions, especially in the MISCELLANEOUS EJOURNALS or Highwire targets. Do not report metadata problems for databases or NERL targets (contact publisher or NERL to request they send updated files to ExLibris). For journal packages, use best judgement.
+  * Report to SFX: Problems with linking (not metadata), SFX functionality, requests to update a target, questions about platform changes and targets, etc. ExLibris is often not interested in metadata problems because they are relying on publisher/vendor data to inform targets. The exception is individual subscriptions, especially in the MISCELLANEOUS EJOURNALS or association targets like Highwire. Do not report metadata problems for databases or NERL targets (contact publisher or NERL to request they send updated files to ExLibris). For journal packages, use best judgement.
-  * Report to publisher/vendor: Important metadata problems, problems with web sites or title lists, etc.
+  * Report to publisher/vendor: Important metadata problems (not single article, supplement, or issue), problems with web sites or title lists, etc.