Differences

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--- sfx_routine_maintenance [2019/03/29 16:02]
jmulvaney [sort_services.config]
+++ sfx_routine_maintenance [2019/04/03 14:40]
jmulvaney [Autoload Instructions]
@@ 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**
+   * The SpringerLink autoloaders are scheduled to run on the 5th (journals) 6th (books) of the month. A report is generated for each and will appear in DRMS.
+   * **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 Springer.
+       * 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 Springer Admin. Login with the credentials in CORAL but make sure you have the correct account! There are two, one for US (WEB Du Bois Library) and one for Us as members of Nerl.
+       * The token is entered in the Springer Autoload Config files in the Unix File Manager area of the SFXAdmin. It is also entered in the autoload tab of each of the target services for Springer.
+           * The token can also be found in the Config file as plain text. As of 4.3.19 it does not match the token I found at the Springer Librarians Portal. Catherine had discovered when setting up the autoload that for some reason we have two accounts, and that only one token has the actual holdings for us. I replaced the token from the File manager since it was working in the past.
 ==== A-Z Journal Search Notes ====
@@ Line 64: / Line 79: @@
 ==== 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 ====