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sfx_routine_maintenance [2019/02/13 21:16] cknapp |
sfx_routine_maintenance [2019/02/13 21:24] cknapp [Support Cases] |
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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 ==== | ||
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| ==== Notes for Public View on SFX Menu ==== | ==== Notes for Public View on SFX Menu ==== | ||
| - | Notes can be added to the target service or object portfolio general notes field for public view. Format like this (see in wiki edit mode): | + | 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> | 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 ==== | ==== 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. | + | 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: | * General Note fields. Use these notes: | ||
| * Current issues may not be available. | * Current issues may not be available. | ||
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| Add cknapp@library.umass.edu to support case "Additional emails" section if you would like Catherine to track the case. | Add cknapp@library.umass.edu to support case "Additional emails" section if you would like Catherine to track the case. | ||
| 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): | 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): | ||
| - | * Report to SFX: Problems with linking (not metadata), SFX functionality, requests to update a target, questions about platform changes and targets, etc. ExLibris is often not interested in metadata problems because they are relying on publisher/vendor data to inform targets. The exception is individual subscriptions, especially in the MISCELLANEOUS EJOURNALS or Highwire targets. Do not report metadata problems for databases or NERL targets (contact publisher or NERL to request they send updated files to ExLibris). For journal packages, use best judgement. | + | * Report to SFX: Problems with linking (not metadata), SFX functionality, requests to update a target, questions about platform changes and targets, etc. ExLibris is often not interested in metadata problems because they are relying on publisher/vendor data to inform targets. The exception is individual subscriptions, especially in the MISCELLANEOUS EJOURNALS or association targets like Highwire. Do not report metadata problems for databases or NERL targets (contact publisher or NERL to request they send updated files to ExLibris). For journal packages, use best judgement. |
| - | * Report to publisher/vendor: Important metadata problems, problems with web sites or title lists, etc. | + | * Report to publisher/vendor: Important metadata problems (not single article, supplement, or issue), problems with web sites or title lists, etc. |
