SFX Monthly Update Procedures

ExLibris updates the Knowledgebase [KB] data as well as various software files and some of the manuals each week. Notice of the time and date of the update is sent to asp1 Listserv subscribers.

Tips and Notes

  • Release Notes. Username and password for the ExLibris Document portal http://docs.exlibrisgroup.com/docportal can be found in this wiki at: usernames_and_passwords_for_electronic_resources
    • Release notes can be found at Documentation Center>SFX>Technical Documentation>Release Notes>[Year]….
    • Check the Technical Documentation section for updated manuals and download to W:\\Departmental_Folders\Acquisitions\SFX_Project\Version_3_Manuals. Remove or overwrite the old version.
    • Review the spreadsheet obtained from the doc portal. Check applicable software, parser/parse param, target and other changes in SFX. Target name changes affect Menu Display logic and need to be changed in sort_services_config. Add appropriate Free targets after consulting the Beall's list or other predatory Free/Open Access lists.
    • Check next week's HTML report for coming target deletions and be sure they are deactivated/moved. Check for changes to targets. Export any target active portfolios that might be affected.
  • 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”.
    • HTML Report. Check Deleted and Updated “Targets, Target Services, Sources, Source Services” and “Linking Parameters”.
    • Text Report. Check Deleted Object Portfolios for possible previous title deletions in ejournal packages. Sometimes text reports supply more information on items in the HTML reports.
Reconnecting symbolic links

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.

Weekly maintenance

  • Clean sessions subdirectory. This terminates live sessions; do when no other staff are using SFX Admin.
    • 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*)
    • da, exit
  • 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.
  • Check outstanding SIs.

Monthly maintenance

  • Scratch directory cleaning
    • Web side: SFX KBManager>UNIX File Manager>dbs>scratch
    • DO NOT DELETE: Sessions Directory! Recent e_collection files (MARCIt files). Institutional holdings file (Google Scholar/WorldCat holdings).
  • bX Statistics file cleanout
    • After notification that a successful harves has occurred, clean the OAI_REPOSITORY table.
      • da, ./server_admin_util
      • 5=Statistics
      • 9=Clean OAI_REPOSITORY table
      • 1=Delete all OAI_REPOSITORY table records
      • y=erase all records in table OAI_REPOSITORY
      • q, exit

Other Maintenance

  • Cron jobs: These are presently running as scheduled jobs see: sfx_cron_jobs
    • Table repair
    • Google/OCLC WorldCat Local holdings export
    • AZ and RSI Index build
    • Clearing SFX_REQUEST table
    • Clearing SFX logs. This is currently set up as a cron job. If it becomes necessary to do manually, it should be done every few weeks.
      • Login>da>./server_admin_util menu>2=Filesystem Maintenance>4=Clean /exlibris…umass/logs>N=Prompt for removal of each file?
  • Statistics export and archiving and reports are presently not scheduled jobs. Keep the tables below 1,000,000.

Primary contact: Catherine Knapp

sfx_update_procedures.txt · Last modified: 2013/04/18 15:55 by lmatson
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