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sfx_routine_maintenance [2019/02/13 20:59] cknapp |
sfx_routine_maintenance [2019/02/13 21:13] cknapp |
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| ==== CORAL Notes for SFX ==== | ==== 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. | 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 ==== | ==== Date Thresholds ==== | ||
