Differences

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--- sfx_routine_maintenance [2019/02/20 13:06]
cknapp [Images, UMLinks, Logos, and Mobile Customizations]
+++ sfx_routine_maintenance [2019/03/06 17:11]
cknapp [Broken Link Reports]
@@ 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.
+==== Broken Link Reports ====
+Reporting broken links is an option presented on the SFX menu after a user has clicked through a full text target. Reports are sent to dbhelp and ExLibris who does not seem to monitor them. Setting up emails to receive broken links is done at SFXAdmin -
+Configuration - Menu Configuration - Menu Design - General Configuration.
+OPs in Open Access & Free Targets break all the time. You can let them slide. The bigger issue is to look for patterns of big breaks. (Did you get five Wiley Broken Links? There's probably an issue there) Individual breaks can often be because of bad metadata. (incorrect DOI, ISSN, etc)
 ==== 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.
@@ Line 57: / Line 67: @@
 ==== Images, UMLinks, Logos, and Mobile Customizations ====
-SFX images are located at [[http://sfxhosted.exlibrisgroup.com/umass/img/azlist_ver3/sfx.gif | this URL. ]] or DRMS:/SFX/Images.
-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 100: @@
   * 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 156: / Line 179: @@
   * Check sample changes on SFX menus.
-==== Support Cases ====
+==== Support Cases, Content and Enhancement Requests  ====
 Send support cases to [[https://exlidp.exlibrisgroup.com | Salesforce.]]
-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.
-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):
+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 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.
+  * Requests for new SFX content can be done through ExLibris or ELUNA:
+      * ExLibris request or vote: https://ideas.exlibrisgroup.com/forums/574345-content
+      * NERS request or vote (see logins for voting): https://el-una.org/working-groups/content/ners-content-request-faq/
+  * Requests for new SFX functionality:
+      * ExLibris request or vote: https://ideas.exlibrisgroup.com/knowledgebase/articles/690945-ex-libris-idea-exchange-faq
+      * NERS request or vote: https://el-una.org//working-groups/ners-enhancement-process/
   * Report to publisher/vendor: Important metadata problems (not single article, supplement, or issue), problems with web sites or title lists, etc.
+Add any extra email addresses to support case "Additional emails" section at the bottom. Sara C. at MHC is interested in cases that affect them.
@@ Line 195: / Line 224: @@
 **Linking parser problems.**
-   * On SFX menu, use right-click, "View Page Source" to see OpenURL that creates SFX menu.
+   * On SFX menu, use right-click, "View Page Source" to see OpenURL. This OpenURL incorporates metadata sent from source to SFX and, through the SFX parser, creates SFX menu.
-   * To view the URL sent by ExLibris to the landing page, set up Debugging first by SFX Admin > Troubleshooting > Debugging. Use "Debugging in TARGET SCREEN" and after entering ONLY YOUR IP ADDRESS, click to "on". Click target on SFX menu and at the bottom of resulting page find the URL. Remember to restore Debugging to "off".
+   * To view the URL sent by SFX to the target landing page, set up Debugging first. Go to SFX Admin > Troubleshooting > Debugging. Use "Debugging in TARGET SCREEN" and after entering ONLY YOUR IP ADDRESS, click to "on". Click target on SFX menu and find the URL at the bottom of resulting page. Remember to restore Debugging to "off".
  --- //[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]//