SFX Routine Maintenance

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

A-Z Journal Search Notes

Ejournal Search A-Z link https://sfxhosted.exlibrisgroup.com/umass/journalsearch

  • SFX Object types: MONOGRAPHS including Book, CD, Dissertation, Document, Manuscript, Proceeding, and Report will not display on the A-Z list. SERIALS including Journal, Conference, Newspaper, Series, Transcript, Wire, and Database do display on the Journal Search A-Z.
  • 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, which IRM staff would need to translate or else they will appear in English.

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.

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

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

Creating and maintaining date thresholds SFX provides a tool for composing local thresholds in the object portfolio edit screen.

  • Create a local threshold if the dates per our licensed agreement with the publisher/vendor differ from ExLibris global thresholds.
  • In the object portfolio edit screen, click “+ Add local” on the “Threshold (global)” line.
  • Click “Compose” and add “First Publication” and “Last Publication” information. UMass practice has been to use only years for full year content.
  • OR set up “Embargo/Moving wall” dates (see below).
  • No other fields need to be filled in on the Compose screen.
  • Dataloader may also be used for lists of titles that need local date thresholds in a target (see Dataloader section).

Reporting incorrect date thresholds to ExLibris

  • Aggregator date thresholds are maintained by automated vendor loads to ExLibris.
  • ExLibris will accept requests to change date thresholds only for content that is not maintained by publishers or consortia, e.g. MISCELLANEOUS EJOURNALS titles.
  • Only NERL can submit date threshold change requests to ExLibris for their package targets.

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.

  • 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). For other time increments, choose one from the drop down and edit afterward.
  • Resulting date threshold should look something like this:
    • $obj→parsedDate('>=','2007',undef,undef) && $obj→timediff('>=','1y')

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”.

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

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”).

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.

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.

L/P Linking Parameters and Flag Values

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:

  • 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.

The Menu Design tab is located at SFX Admin>Menu Configuration. We use the “Simplified Template and Mobile Configuration.”

  • Menu Design is where the UMass Amherst Libraries logo is uploaded to replace the SFX Banner.
  • Service Precedence. The “Basic” group of “Chosen Service types” should be: getFullTxt, getSelectedFullTxt, getMessageNoFullTxt, getHolding, getDocumentDelivery.
  • Target Precedence (the order of targets displaying on the SFX menu). To order targets on the SFX menu, add and remove targets from the ordered list either manually or by importing an edited sort services config file (see below). ALWAYS SAVE AFTER USING THIS SCREEN!

New Content/Target Requests

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.

  • Log into NERS (see CORAL/ExLibris). More information can be found at el-una.org.
  • Check that no request for the resource exists already in NERS (Request search with limit by Product = Content and Status = Votable).
  • Add a new Content request by providing the following helpful information.
    • Name of the Database, Collection or Platform.
    • Name of the Content Provider
    • Link to the database or platform
    • Provider contact information (if available)
    • Short description why this content is important and beneficial to the community
    • Flag the request as Regional if needed and select the appropriate group from the list

Notes for Public View on SFX Menu

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>

Object Portfolio Edit Notes

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.

  • General Note fields. Use these notes:
    • Current issues may not be available.
    • Content may not yet be available.
    • Some full text content may not be available.
    • Some years are not available.
    • Additional content may be available.
    • We are working on restoring access.
  • Internal Note fields. Use these notes:
    • PA to (dates)
    • Prev title (to…title optional)
    • Accessible (dates)
    • Free for (dates)
    • OA
    • Continues (title)

Object Types

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).

  • Journal
  • Conference
  • Newspaper
  • Series
  • Transcript
  • Wire
  • Database (as object)

The following object types are not considered serials (and did not generate MARCIt records).

  • Book
  • CD
  • Dissertation
  • Document
  • Manuscript
  • Proceeding
  • Report

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.
  • Note: Disregard SCENES IN THE LIFE OF HARRIET TUBMAN
  • Note: Springer deactivated targets retain active ops until the Springer Autoload has been fully tested.

SFX Documentation and User's Guides

sort_services.config

When target precedence on SFX menus needs a general update, use the sort_services.config file and activate by wizard.

  • Start with the incomplete activations report.
  • Export active targets using Export Tool (Bottom drop down option.)
  • Check active targets against SFX Admin/UNIX File Manager/config/sort_services.config. BEFORE you start, make a fresh backup of the list using the “C” button. This config file is organized by most reliable publishers, lesser reliable publishers, aggregators and databases, newspapers, ebooks, open access and free, and target and menu services other than getFullTxt. Do not include bX.
    • Check the lists against each other. Remove the inactive Targets, change any names as they arise.
  • Go to SFX Admin > Menu Configuration > Menu Design > Simplified Template and Mobile Configuration > Service Precedence – take a snip copy of “Chosen service types” (do not include bX or use getRecommendation for bX), which should be: getFullTxt, getSelectedFullTxt, getMessageNoFullTxt, getHolding, getDocumentDelivery. Make sure these remain when process is finished.
  • SFX Admin > Menu Configuration > Menu Design > Simplified Template and Mobile Configuration > Target Precedence. Run Import Precedence Wizard.
    • You may have to click next to actually get to this screen.
    • Uncheck all but config/sort_services.config_ AND config/basic_grouping.config_
      • It takes the changes you made in the config, no upload required.
    • SAVE ON THE LEFT
  • Check sample changes on SFX menus.

Support Cases, Content and Enhancement Requests

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:

  • 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.
  • See p.19 of the SFX System Administration Guide for instructions on restoring symlinks.

Target Service Edit

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.

Troubleshooting and Debugging

Linking parser problems.

  • On SFX menu, use right-click, “View Page Source” to see OpenURL. This OpenURL incorporates metadata sent from source to SFX and, through the SFX parser, creates SFX menu.
  • To view the URL sent by SFX to the target landing page, set up Debugging first. Go to SFX Admin > Troubleshooting > Debugging. Use “Debugging in TARGET SCREEN” and after entering ONLY YOUR IP ADDRESS, click to “on”. Click target on SFX menu and find the URL at the bottom of resulting page. Remember to restore Debugging to “off”.

Primary contact: Catherine Knapp

sfx_routine_maintenance.txt · Last modified: 2019/03/19 12:58 by cknapp
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