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SFX Update Procedures
ExLibris updates the Knowledgebase [KB] data as well as various software files and some of the manuals each week. All tasks are done through the SFX Admin unless otherwise noted.
Help with SFX terms is available at this SFX glossary.
Tips and Notes
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As hosted customers, our update is applied a week later than the current update. Check applicable software changes, new and removed targets, and other changes in SFX. Target name changes affect Menu Display logic and Target Precedence (needs to be changed manually or in sort_services_config eventually).
Update Release Notes for the next update can be checked for upcoming target deletions. Be sure they are deactivated, with object portfolios moved. Check for upcoming changes to targets. Export any target active portfolios that might be affected (e.g. previous titles that might be lost).
KB Update Reports are obtainable from SFX Admin>KBUpdate. Setting to “Yes” is supposed to retrieve only UMass active targets but does include UMass formerly-active targets, designated “Inactive”.
Weekly maintenance
UNIX-side: Clean sessions subdirectory. This terminates live sessions so best to do in quiet times.
Login UNIX-side.
ds
cd sessions
rm cgisess_* (if done regularly, there is no need to breakdown with numbers and letters, e.g. rm cgisess_0* and rm cgisess_a*)
(To exit without checking stats) da, exit
UNIX-side: Check Stats tables. Unix-side. da>./server_admin_util>5=Statistics>4=Show stats table monitor information>exit
Offline table limit is 1,000,000. Check for unusually high number in Online table.
Statistics are automatically moved from the online to offline file within a few days.
Statistics files are being archived by ExLibris 1-2 months after the beginning of the calendar and fiscal years, leaving at least 12 months in the offline file (as of 2016).
Check outstanding SFX support cases at
Salesforce. Login to see support cases.
Monthly maintenance
Scratch directory cleanout. ExLibris may be automatically cleaning this file but check for stats and old export files.
Web side: SFX Admin>Administration>UNIX File Manager>dbs>scratch
DO NOT DELETE: Sessions Directory! Recent e_collection and MARCit files! Institutional holdings file (Google Scholar/WorldCat holdings)! Leave several months in scratch folder.
Export directory cleanout. This seems to be automatically cleaned out as of 2016.
UNIX side: bX Statistics file cleanout
Other Maintenance