Differences

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--- sfx_routine_maintenance [2019/02/13 21:19]
cknapp
+++ sfx_routine_maintenance [2019/02/20 20:40]
cknapp [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
 ==== A-Z Journal Search Notes ====
+Ejournal Search A-Z link https://sfxhosted.exlibrisgroup.com/umass/journalsearch
   * 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 ====
@@ Line 57: / Line 62: @@
 ==== 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.
-Contact Josh in systems for customizations.
+**UMLinks** buttons URLs are supplied to vendors and publishers who embed them in databases, indexes, journals and systems.
+SFX UMLinks image URL is http://sfxhosted.exlibrisgroup.com/umass/img/azlist_ver3/sfx.gif
+**BANNER LOGOS** are uploaded in SFXAdmin-Configuration-Menu Configuration-Menu Design-Simplified Template and Mobile Configuration-Menu Design.
+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
+Banner Logos link to https://www.library.umass.edu/
+Images are also located at DRMS:/SFX/Images.
+Contact Library Systems with a support ticket for customizations.
 For customizations of full screen and mobile menu headers, UMLinks buttons, multi-object menus and more, see the [[http://knowledge.exlibrisgroup.com/SFX/Product_Documentation/01_Version_4.0 | SFX users guides.]]
@@ Line 77: / Line 95: @@
   * 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).
+  * 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). ALWAYS SAVE AFTER USING THIS SCREEN!
 ==== New Content/Target Requests ====
@@ Line 93: / Line 111: @@
 ==== 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>
 ==== Object Portfolio Edit 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.
+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.
   * General Note fields. Use these notes:
      * Current issues may not be available.
@@ Line 161: / Line 179: @@
 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.