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sfx_routine_maintenance [2019/02/13 20:59] cknapp |
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| * Journal Search A-Z can be configured from the SFX Admin through Configuration>Journal Search and A-Z List (including CitationLinker). Language may be changed through Translation and Display, also in the Configuration section of SFX Admin. This includes language for custom URLs at the top of the page. | * Journal Search A-Z can be configured from the SFX Admin through Configuration>Journal Search and A-Z List (including CitationLinker). Language may be changed through Translation and Display, also in the Configuration section of SFX Admin. This includes language for custom URLs at the top of the page. | ||
| + | ==== Collection Tool ==== | ||
| + | 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. | ||
| ==== CORAL Notes for SFX ==== | ==== CORAL Notes for SFX ==== | ||
| 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. | 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. | ||
| + | |||
| + | ==== DataLoader ==== | ||
| + | The Dataloader is used for uploading multiple changes to object portfolios in an existing SFX target or to add titles to locally created target. | ||
| + | * Prepare a file. Begin with a spreadsheet, perhaps an export of the target you wish to update (using a Custom export allows exporting note fields). The first column is usually print ISSNs (in order); print are used because ExLibris tends to more thoroughly include print ISSNs than eISSNs. The next column on the spreadsheet might be local date thresholds (as they would appear in the object portfolio edit screen), "ACTIVE" or "INACTIVE" in every cell of the column to activate or deactivate titles, target parsers, parse params (jkeys), or notes (general, authentication or internal). | ||
| + | * Save the spreadsheet with only the necessary columns as a Text (tab delimited) file. | ||
| + | * After selecting "DataLoader" in SFX Admin>KBTools, choose the target in "Select the Target + Service". You may be prompted to drill down to a specific target under a publisher name. | ||
| + | * Set up "Column 1 (Primary Key)" as ISSN if that is your first column, and other columns as appropriate. | ||
| + | * Choose to add, update or remove portfolios. | ||
| + | * A KBART file may also be used. | ||
| ==== Date Thresholds ==== | ==== Date Thresholds ==== | ||
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| ==== Display Logic ==== | ==== Display Logic ==== | ||
| 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"). | 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"). | ||
| + | |||
| + | ==== Export Tool ==== | ||
| + | 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. | ||
| ==== Images, UMLinks, Logos, and Mobile Customizations ==== | ==== Images, UMLinks, Logos, and Mobile Customizations ==== | ||
