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sfx_routine_maintenance [2019/04/01 12:25]
jmulvaney [Display Logic]
sfx_routine_maintenance [2019/06/27 12:10]
jmulvaney
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 https://​sfxhosted.exlibrisgroup.com/​umass https://​sfxhosted.exlibrisgroup.com/​umass
  
 +**Also See:**
 +  * [[SFX Cron Jobs]]
 +  * [[SFX Down]]
 +  * [[SFX Renewals]]
 +  * [[SFX sid List]]
 +  * [[SFX Targets - Activating]]
 +  * [[SFX Update Procedures]]
 +==== 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.
 +            * The token can also be found in the Config file as plain text.
 +
 +
 +**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 is a drop down at the top of the page, change the organization to University of Massachusetts Amherst UMASS. The token is on this page.
 +       * 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.
 +   * The Springer Journals autoload does not include previous titles. Bob Boissy explained that this is because the SpringerLink platform does not have seperate web pages for previous titles, they appear as Alt-names of the most recent title. The previous titles do not appear in the autoload.
 +       * He is looking into whether or not they could include the previous titles and entitlements in the KBART for the autoload with linking to these current titles so that the names would at least be access points to the content.
 +           * Currently we are getting around this by keeping several older journals targets activated with display logic.
 +           * Books are not affected since they don't have title changes.
  
 ==== A-Z Journal Search Notes ==== ==== A-Z Journal Search Notes ====
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   * Choose to add, update or remove portfolios.   * Choose to add, update or remove portfolios.
   * A KBART file may also be used.   * 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.+      ​* File should still be saved as .txt tab delimited 
 +      * Leave the first row with the column headers 
 +      * Ignore the two options for Parse Param and Coverage if all you are doing is batch activating OPs 
 +          * Refer to the SFX General Users Guide for more information 
 +  ​* 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 ==== ==== Date Thresholds ====
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       * Short description why this content is important and beneficial to the community       * Short description why this content is important and beneficial to the community
       * Flag the request as Regional if needed and select the appropriate group from the list          * Flag the request as Regional if needed and select the appropriate group from the list   
 +
 +
 +==== NERS Voting, ELUNA ====
 +An email from SFXList notifies when SFX potential targets or software is available for customer voting. See SFX in CORAL, access page has login. There is more info on the SFX Routine Maintenance Page as well
 +
  
  
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       *  Note: Disregard SCENES IN THE LIFE OF HARRIET TUBMAN       *  Note: Disregard SCENES IN THE LIFE OF HARRIET TUBMAN
       * Note: Springer deactivated targets retain active ops until the Springer Autoload has been fully tested.       * Note: Springer deactivated targets retain active ops until the Springer Autoload has been fully tested.
 +
 +==== Scholarworks Titles ====
 +See the [[https://​scholarworks.umass.edu/​journals_conferences_browse.html | Scholarworks Title List]] to check for new titles.
 +
 +**Ignore**
 +  * Heritage & Society (Taylor & Francis Hosted)
 +  * ICHRIE Johnson & Wales Case Study Competition (Defunct)
 +  * Journal of Hospitality & Tourism Education (Subscription Based)
 +  * Proceedings of the Fábos Conference on Landscape and Greenway Planning (Conference Proceedings)
 +  * Proceedings of the Society for Computation in Linguistics (Conference Proceedings)
 +  * Warring States Papers (Defunct)
  
 ==== SFX Documentation and User's Guides ==== ==== SFX Documentation and User's Guides ====
sfx_routine_maintenance.txt · Last modified: 2020/11/02 13:51 by jmulvaney
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