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sfx_routine_maintenance [2019/03/28 15:11] jmulvaney [Reports, Incomplete Activations] |
sfx_routine_maintenance [2019/04/01 12:25] jmulvaney [Display Logic] |
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| ==== Display Logic ==== | ==== 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"). | 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"). | ||
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| + | 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 ==== | ==== Export Tool ==== | ||
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| ==== sort_services.config ==== | ==== sort_services.config ==== | ||
| When target precedence on SFX menus needs a general update, use the sort_services.config file and activate by wizard. | 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.) | * 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.** | * 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. | * SFX Admin > Menu Configuration > Menu Design > Simplified Template and Mobile Configuration > Target Precedence. Run Import Precedence Wizard. | ||
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| * 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". | * 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]]// |
