Differences

This shows you the differences between two versions of the page.

--- sfx_routine_maintenance [2019/03/19 16:58]
cknapp [Images, UMLinks, Logos, and Mobile Customizations]
+++ sfx_routine_maintenance [2019/04/03 14:19]
jmulvaney
@@ Line 7: / Line 7: @@
 https://sfxhosted.exlibrisgroup.com/umass
+==== Autoload Instructions ====
+**Elsevier Science Direct Autoload**
+   * The Elsevier Autoload is scheduled to run the morning of the 1st of the month. A report is automatically generated and emailed to the DRMS account. On the first, check it to make sure it has run successfully.
+   * **IF THE LOAD FAILS** it will show in the text of the email. They send a zipped folder with the results of the load. Download them and look to try and find the issue. You can also put in a case with Salesforce to see if the problem is with ExLibris and not Elsevier.
+       * Also be sure to check the 5C ERM List Serv.
+   * The issue after the March 2019 release was with the encryption of the token. The token can be found in the Elsevier Admin. Login with the credentials in CORAL and on the right hand side click on "University of Massachusetts" then "UMass Amherst" then in the main menu "Trusted Partners." The token is the institutional Token under [EHR] EXLIBRIS-SFX&ALMA
+       * The token is entered in the Elsevier SD Autoload Config file in the Unix File Manager area of the SFXAdmin. It is also entered in the autoload tab of each of the target services for Elsevier.
+**SpringerLink Autoload**
+   *
 ==== A-Z Journal Search Notes ====
@@ Line 31: / Line 41: @@
   * 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 62: / Line 74: @@
 ==== 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").
+Check the left hand column to make sure that the rule you are looking at is active or not. (It will say YES or NO.)
 ==== Export Tool ====
@@ Line 163: / Line 177: @@
 ==== 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 189: @@
 ==== sort_services.config ====
 When target precedence on SFX menus needs a general update, use the sort_services.config file and activate by wizard.
-  * Start with the incomplete activations report.
+  * Start with the incomplete activations report. (See Above)
   * Export active targets using Export Tool (Bottom drop down option.)
-  * 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.
+  * Navigate to SFX Admin/UNIX File Manager/config/sort_services.config. **BEFORE** you start, make a fresh backup of the list using the "C" button. Copy and paste the contents into an excel spreadhseet to compare. Leave all the non-target language and notes
-      * Check the lists against each other. Remove the inactive Targets, change any names as they arise.
+      * 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. Preserve the existing order as best as possible, and check CORAL or Aleph if there are new targets so you can decide where to put them.
+      * Once everything is accounted for, copy and paste the new list with all the language that came with it into the current sort.services.config file and click save.
   * 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.
@@ Line 232: / Line 251: @@
    * 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]]//
+ --- //[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//