SFX Routine Maintenance

More information about routine maintenance may be found in R/S:\Acquisitions\SFX, including “SFX_ongoing_jobs”. Help with SFX terms is available at this SFX glossary.

Contribute Local Changes to Global SFX KB

Currently (2013) this is only available for Miscellaneous targets. Make local changes in Object Portfolio Edit screen and submit. “Contribute” button should then show in the OP View screen.

Date Thresholds

SFX provides a tool for composing local thresholds in the object portfolio edit screen.

Reporting incorrect date thresholds: Report incorrect date thresholds to SFX, and the publisher if necessary. Keep in mind that global date thresholds in an SFX target may not be able to reflect our UMass holdings. For ejournal titles in databases, make a choice between requesting/inquiring about ExLibris updating the entire target, requesting a corrected date threshold, or adding a general note visible to the user (e.g. for a delay in the posting of recent issues by a database vendor). If a local threshold is added, please track or send the support case to SFX in Catherine's name for tracking.

Embargoes: 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 show an embargo on the menu. This displays as “Available from 2007. Most recent 1 year(s) not available”

  • In the edit screen, click “Add Local” beside Threshold (Global), click “Compose”, fill in First Publication (year at least), click down arrow beside “Embargo/Moving wall”. For a 1 year embargo choose “greater than or equal to”, choose time (“1 year” ago).
  • Resulting date threshold should look something like this: $obj→parsedDate('>=','2007',undef,undef) && $obj→timediff('>=','1y')

Split date thresholds: Write these manually using a “||” 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”.

  • $obj→parsedDate('>=','1999',undef,undef) && $obj→parsedDate('⇐','2002',undef,undef) || $obj→parsedDate('==','2008',undef,undef)

Image and Mobile Customizations

UMLinks button: http://www.library.umass.edu/images/sfxbutton.gif

UMass Amherst Libraries: http://www.library.umass.edu/img/umlibtxt275.gif

Logo link: http://www.library.umass.edu

see also W:/Departmental_Folders/Acquisitions/SFX_Project/Images

Customizations for full screen.

  • UMass Amherst Libraries=templates/img/simplified_template1/banners/custom/umlibtxt.gif (also sfxmenu_banner.gif and umlibtxt.gif)

Customizations for mobile SFX view.

  • A-Z list=templates/azlist_ver3/az_mobile.tmpl
  • A-Z list header image=templates/img/azlist_ver3/logo_sfx.png
  • SFX menu header image?=templates/img/simplified_template1/mobile/default/sfx_banner_image.png
  • Multi-object header=templates/img/mobile/logo_sfx.png (and icon_sfx.png)

L/P Linking Parameters and Flag Values

Some targets require flag values to enable the functioning of open URLs.

  • L/P edit boxes may mysteriously disappear. Go to the target service edit screen, open a local parse param, put in a blank space, submit, go back in and clear local parse param, and the L/P edit box should return.
  • L/P flags may appear to be in place but may need to be re-entered after an update to the target.

MARCIt Records and Object Types

As of 12/14, testing shows that the following object types generate MARCIt records. Journal, Conference, Newspaper, Series, Transcript, Wire. Database? (SFX says databases do generate MARCit records but is this always true?)

The following object types do not generate MARCIt records. Book, CD, Dissertation, Document, Manuscript, Proceeding, Report, (Database?)

Lists all files for which symbolic links to global SFX files have been broken. SFX UNIX side.

  • da; ./server_admin_util; 2=Filesystem maintenance; 8=Check for broken symbolic links; Save output in file=N; Recreate symbolic links?=N
  • NEVER recreate symbolic links here!!! UMass custom files are included.

Reports, Incomplete Activations

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.

  • da; ./server_admin_util; 6=Diagnostics; 6=Report Incomplete Activations.

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:

  • Login to SFX instance UNIX-side as instance user.
  • Go to the appropriate directory for the file you wish to relink (e.g. “tp”) for target parsers and move to the appropriate subdirectory (e.g. “cd filename”)
  • Copy the current file for backup (e.g. “mv filename filename.bak” creates backup)
  • Reconnect the link using the appropriate path (e.g. for SFX ver.4.1 “ln -s /exlibris/sfx_ver/sfx4_1/sfxglb41/lib/Parsers/TargetParser/Directoryname/filename”)
  • To check if symbolic link is restored, “vi filename”, “N” when asked if you want to break symbolic link, “:q!” to quit without saving.
  • Restart Apache. Type apachectl restart OR go to the ./server_admin_util menu and restart the Apache instance.
  • Example if JSTOR is filename.
    • tp
    • cd JSTOR
    • mv JSTOR.pm JSTOR.pm.bak
    • ln -s /exlibris/sfx_ver/sfx4_1/sfxglb41/lib/Parsers/TargetParser/JSTOR/JSTOR.pm
    • Restart: da, ./server_admin_util, 1=Start Stop Services, 8=Instance Apache Restart, q=quit, exit.

Target Service Edit

AutoUpdate: If AutoUpdate is checked, local target service parser and parse param, as well as local object portfolio parser and parse params, will be removed. AutoUpdate should usually be checked but not in cases where we want our local information to remain intact (e.g. ILLIAD). We may want to retain a broken symbolic link because we have made changes to the parser (e.g. ProQuest Dissertations and Theses) either long term or temporarily.

The UMLinks button, images and logos are kept on the R drive. Images can be customized by Systems. R:\Acquisitions\SFX\SFX images

Primary contact: Catherine Knapp

sfx_routine_maintenance.txt · Last modified: 2016/06/06 08:34 by cknapp
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