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This is a catch-page for useful info about SFX. SFX-related files may be found in DRMS(Q):/SFX. For more information,
UMassAmherst Library SFX URL is https://sfxhosted.exlibrisgroup.com/umass
Ejournal Search A-Z link https://sfxhosted.exlibrisgroup.com/umass/journalsearch
Reporting broken links is an option presented on the SFX menu after a user has clicked through a full text target. Reports are sent to dbhelp and ExLibris who does not seem to monitor them. Setting up emails to receive broken links is done at SFXAdmin - Configuration - Menu Configuration - Menu Design - General Configuration.
OPs in Open Access & Free Targets break all the time. You can let them slide. Many of our databases (specifically ones like EBSCO and ProQuest) are also constantly shifting their content. For the same reason why the can be ignored in the Text Report, ignore them here, we simply could not spare the work hours to track these things down. The bigger issue is to look for patterns of big breaks. (Did you get five Wiley Broken Links? There's probably an issue there) Individual breaks can often be because of bad metadata. (incorrect DOI, ISSN, etc) Check the SID as well in the Open URL. If they are all the same that could be another pattern. However, a one-off with an SID for Web of Science will probably also just mean bad metadata by the indexer platform.
Two or more targets may be compared using the Collection Tool found on the SFX Admin. Use “Compare packages/sets of packages”. Choose “All” if you wish to include deactivated titles. Although there is often a warning that the report will take a while, usually if the request is reasonable, it is not worth scheduling a report.
Use the Access tab in the CORAL Resources module to track SFX targets used for eresources. Also track whether content is activated in SFX in the Data Integration note, including individual subscriptions.
The Dataloader is used for uploading multiple changes to object portfolios in an existing SFX target or to add titles to locally created target.
Creating and maintaining date thresholds SFX provides a tool for composing local thresholds in the object portfolio edit screen.
Reporting incorrect date thresholds to ExLibris
Embargoes and moving walls: Use the composer tool to set up an embargo. For a 1 year embargo use the text below. NOTE: do not use “==” which does not display an embargo on the menu.
Split date thresholds: Use “||” to separate the runs. For example, holdings from 1999-2002 and 2008 would use the text below. This displays as “Available from 1999 until 2002, Available in 2008”.
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”).
From the SFX Admin, choose the Export Tool to download lists of object portfolios (titles) in a target. Choose All, Active or Inactive. You may also download a list of all active targets (used for sort services config checking) or locally created object portfolios, among other choices. Choose “Custom” if you wish to include note fields or customize the download.
UMassLibrary logos are added to SFX at SFX Admin/Configuration/Menu Configuration/Menu Design/Simplified Template…/Menu Design.
UMLinks buttons URLs are supplied to vendors and publishers who embed them in databases, indexes, journals and systems.
SFX UMLinks image URL is http://sfxhosted.exlibrisgroup.com/umass/img/azlist_ver3/sfx.gif
BANNER LOGOS are uploaded in SFXAdmin-Configuration-Menu Configuration-Menu Design-Simplified Template and Mobile Configuration-Menu Design.
SFX banner header: https://sfxhosted.exlibrisgroup.com/umass/img/simplified_template1///banners/custom/umlibtxt.gif
SFX Mobile banner header: https://sfxhosted.exlibrisgroup.com/umass/img/simplified_template1//mobile/default//umlibtxtsmall.png
Banner Logos link to https://www.library.umass.edu/
Images are also located at DRMS:/SFX/Images.
Contact Library Systems with a support ticket for customizations.
For customizations of full screen and mobile menu headers, UMLinks buttons, multi-object menus and more, see the SFX users guides.
Language changes are made in the “Translation and Display” sections found at SFX Admin>Configuration. This section contains multiple tabs for changing Journal Search A-Z, CitationLinker, SFX menus, relation types, and public names for service targets.
Some targets require flag values to enable the functioning of open URLs. For information about specific target L/P codes see the SFX Target and Alma E-Collection Configuration. L/P values should be added to CORAL Access notes (if there are many databases see main resource, such as EBSCOHost Academic Search Premier).
Past problems have been:
The Menu Design tab is located at SFX Admin>Menu Configuration. We use the “Simplified Template and Mobile Configuration.”
Here are steps to request that a resource be added to SFX. Do not create a NERS request if you would like an update of an existing resource. Instead open a Salesforce case.
Notes can be added to the target service or object portfolio general notes field for public view. For direct linking to publisher sites as a workaround to target problems, format like this (view in wiki edit mode):
Reach an error message? Try searching <A HREF=“https://www.sciencedirect.com/browse/journals-and-books?contentType=JL”>Science Direct ejournals.</A>
Add a General Note in the object portfolio edit screen if it will be helpful to users. Example: “ Content may not yet be available.” Add an internal note if appropriate. Here are formats used.
MARCIt records are no longer being used but this list of object types is still useful. The following object types are considered serials (and generated MARCIt records).
The following object types are not considered serials (and did not generate MARCIt records).
Lists all files for which symbolic links to global SFX files have been broken. SFX UNIX side.
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.
When target precedence on SFX menus needs a general update, use the sort_services.config file and activate by wizard.
Send support cases to Salesforce.
As of 2016, dbhelpers are focusing on getting articles to patrons, not reporting metadata problems unless it is worth the time. General guidelines (with plenty of exceptions):
Add any extra email addresses to support case “Additional emails” section at the bottom. Sara C. at MHC is interested in cases that affect them.
If we have installed any patched parsers, which are now supplied by the update, you will need to reconnect the symbolic link so we get future updates to the file:
AutoUpdate: Usually we want AutoUpdate checked so that ExLibris maintains the target. If AutoUpdate is checked, local target service parser and parse param, as well as local object portfolio parser and parse params, can be changed by ExLibris during an update. Do not check AutoUpdate when we want our local information to remain intact (e.g. ILLIAD), or because we have made changes to the parser (e.g. ProQuest Dissertations and Theses) either long term or temporarily.
AutoActive should be checked if we have access to all items in a target and want ExLibris to manage activation. We do not want AutoUpdate checked if we partially activate a target.
Proxy should be checked if we want to run linking through EZProxy. We do not proxy open access or ebrary.
Linking parser problems.