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--- sfx_routine_maintenance [2019/03/08 13:35]
jmulvaney [Broken Link Reports]
+++ sfx_routine_maintenance [2019/03/28 15:11]
jmulvaney [sort_services.config]
@@ Line 31: / Line 31: @@
   * 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.
+      * Be sure to remove any titles to the columns, it doesn't affect the upload but will register as an error.
   * 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.
+      * If you want to remove local changes in a batch form, create a data upload and use "NULL" is a value. It will overwrite and delete local changes.
 ==== Date Thresholds ====
@@ Line 163: / Line 165: @@
 ==== Reports, Incomplete Activations ====
 Lists targets which lack activations at the target, target service, or object portfolio level. SFX UNIX side. Report is saved in the dbs/scratch directory.
-  * da; ./server_admin_util; 6=Diagnostics; 6=Report Incomplete Activations.
+  * da
-  * Note: Disregard SCENES IN THE LIFE OF HARRIET TUBMAN
+  * ./server_admin_util
-  * Note: Springer deactivated targets retain active ops until the Springer Autoload has been fully tested.
+  * 6=Diagnostics
+  * 6=Report Incomplete Activations
+      *  Note: Disregard SCENES IN THE LIFE OF HARRIET TUBMAN
+      * Note: Springer deactivated targets retain active ops until the Springer Autoload has been fully tested.
 ==== SFX Documentation and User's Guides ====
@@ Line 172: / Line 177: @@
 ==== sort_services.config ====
 When target precedence on SFX menus needs a general update, use the sort_services.config file and activate by wizard.
-  * Export active targets.
+  * Start with the incomplete activations report. (See Above)
-  * Check active targets against SFX Admin/UNIX File Manager/config/sort_services.config. This config file is organized by most reliable publishers, lesser reliable publishers, aggregators and databases, newspapers, ebooks, open access and free, and target and menu services other than getFullTxt. Do not include bX.
+  * Export active targets using Export Tool (Bottom drop down option.)
-  * Go to SFX Admin > Menu Configuration > Menu Design > Simplified Template and Mobile Configuration > Service Precedence – take a snip copy of “Chosen service types” (do not include bX or use getRecommendation for bX), which should be: getFullTxt, getSelectedFullTxt, getMessageNoFullTxt, getHolding, getDocumentDelivery. Make sure these remain when process is finished.
+  * Check active targets against SFX Admin/UNIX File Manager/config/sort_services.config. **BEFORE** you start, make a fresh backup of the list using the "C" button. This config file is organized by most reliable publishers, lesser reliable publishers, aggregators and databases, newspapers, ebooks, open access and free, and target and menu services other than getFullTxt. Do not include bX.
+      * Check the lists against each other. Remove the inactive Targets, change any names as they arise.
+  * Go to SFX Admin > Menu Configuration > Menu Design > Simplified Template and Mobile Configuration > Service Precedence – take a snip copy of “Chosen service types” (do not include bX or use getRecommendation for bX), which should be: getFullTxt, getSelectedFullTxt, getMessageNoFullTxt, getHolding, getDocumentDelivery. **Make sure these remain when process is finished.**
   * SFX Admin > Menu Configuration > Menu Design > Simplified Template and Mobile Configuration > Target Precedence.  Run Import Precedence Wizard.
-       * Select Basic services config.
+       * You may have to click next to actually get to this screen.
-       * Uncheck all but sort_services_config_    AND    basic_grouping.config_ (may need to click through intro screen first)
+       * Uncheck all but config/sort_services.config_    **AND**    config/basic_grouping.config_
-       * SAVE
+           * It takes the changes you made in the config, no upload required.
+       * SAVE ON THE LEFT
   * Check sample changes on SFX menus.