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sfx_routine_maintenance [2019/01/07 12:20]
127.0.0.1 external edit
sfx_routine_maintenance [2019/07/02 09:16] (current)
jmulvaney [Statistics]
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 ===== SFX Routine Maintenance ===== ===== SFX Routine Maintenance =====
-Miscellaneous information ​about SFX. Some SFX-related files may be found in R/S:\Acquisitions\SFX. Help with SFX terms is available at this [[http://​www.carli.illinois.edu/​products-services/​link-resolver-sfx/​sfx-glossary | SFX glossary]].+This is a catch-page for useful info about SFX. SFX-related files may be found in DRMS(Q):/SFX. For more information,​ 
 +  * SFX documentation may be found at the [[https://​knowledge.exlibrisgroup.com/​SFX | ExLibris Knowledge Center.]] 
 +  * Help with SFX terms is available at [[http://​www.carli.illinois.edu/​products-services/​link-resolver-sfx/​sfx-glossary | CARLI'​s ​SFX glossary]].
  
-==== A-Z List Notes ====+UMassAmherst Library SFX URL is 
 +https://​sfxhosted.exlibrisgroup.com/​umass
  
-SFX Object typesDATABASE will not display on the A-Z list. JOURNAL will.+**Also See:** 
 +  * [[SFX Cron Jobs]] 
 +  * [[SFX Down]] 
 +  * [[SFX Renewals]] 
 +  * [[SFX sid List]] 
 +  * [[SFX Targets ​Activating]] 
 +  * [[SFX Update Procedures]] 
 +==== Autoload Instructions ====
  
-==== Contribute Local Changes to Global ​SFX KB ==== +**Elsevier Science Direct Autoload**  
-Currently ​(2013this 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.+   * The Elsevier Autoload is scheduled to run the morning of the 1st of the month. A report is automatically generated and emailed to the DRMS account. On the first, check it to make sure it has run successfully.  
 +   * **IF THE LOAD FAILS** it will show in the text of the email. They send a zipped folder with the results of the load. Download them and look to try and find the issue. You can also put in a case with Salesforce to see if the problem is with ExLibris and not Elsevier. 
 +       * Also be sure to check the 5C ERM List Serv. 
 +   * The issue after the March 2019 release was with the encryption of the token. The token can be found in the Elsevier Admin. Login with the credentials in CORAL and on the right hand side click on "​University of Massachusetts"​ then "UMass Amherst"​ then in the main menu "​Trusted Partners."​ The token is the institutional Token under [EHR] EXLIBRIS-SFX&​ALMA 
 +       * The token is entered in the Elsevier SD Autoload Config file in the Unix File Manager area of the SFXAdmin. It is also entered in the autoload tab of each of the target services for Elsevier. 
 +            * The token can also be found in the Config file as plain text. 
 + 
 + 
 +**SpringerLink Autoload**  
 +   * The SpringerLink autoloaders are scheduled to run on the 5th (journals) 6th (books) of the month. A report is generated for each and will appear in DRMS. 
 +   * **IF THE LOAD FAILS** it will show in the text of the email. They send a zipped folder with the results of the load. Download them and look to try and find the issue. You can also put in a case with Salesforce to see if the problem is with ExLibris and not Springer. 
 +       * Also be sure to check the 5C ERM List Serv. 
 +   * The issue after the March 2019 release was with the encryption of the token. The token can be found in the Springer Admin. Login with the credentials in CORAL but make sure you have the correct account! There is a drop down at the top of the page, change the organization to University of Massachusetts Amherst UMASS. The token is on this page. 
 +       * The token is entered in the Springer Autoload Config files in the Unix File Manager area of the SFXAdmin. It is also entered in the autoload tab of each of the target services for Springer. 
 +           * The token can also be found in the Config file as plain text. 
 +   * The Springer Journals autoload does not include previous titles. Bob Boissy explained that this is because the SpringerLink platform does not have seperate web pages for previous titles, they appear as Alt-names of the most recent title. The previous titles do not appear in the autoload. 
 +       * He is looking into whether or not they could include the previous titles and entitlements in the KBART for the autoload with linking to these current titles so that the names would at least be access points to the content. 
 +           * Currently we are getting around this by keeping several older journals targets activated with display logic. 
 +           * Books are not affected since they don't have title changes. 
 + 
 +==== 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.  
 + 
 +==== Broken Link Reports ​==== 
 +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 ProQuestare 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 AdminUse "​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. 
 +      * Be sure to remove any titles to the columns, it doesn'​t affect the upload but will register as an error. 
 +  * 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. 
 +      * File should still be saved as .txt tab delimited 
 +      * Leave the first row with the column headers 
 +      * Ignore the two options for Parse Param and Coverage if all you are doing is batch activating OPs 
 +          * Refer to the SFX General Users Guide for more information 
 +  * If you want to remove local changes in a batch form, create a data upload and use "​NULL"​ is a value. It will overwrite and delete local changes.
  
 ==== Date Thresholds ==== ==== Date Thresholds ====
 +
 +**Creating and maintaining date thresholds**
 SFX provides a tool for composing local thresholds in the object portfolio edit screen. ​ 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** +**Reporting incorrect date thresholds ​to ExLibris** 
-  * For ejournal packages and databases, report incorrect ​date thresholds ​to the publisher/vendor ​if the corrected date threshold will apply to all ExLibris ​customers. ExLibris has automated its loading of title lists. Even if ExLibris complies with our request, publisher/​vendor title lists may remain unchanged so our fix would be temporary+  * Aggregator ​date thresholds ​are maintained by automated ​vendor ​loads to ExLibris. 
-  * For individual subscriptions,​ report incorrect date thresholds to ExLibris ​if the corrected date threshold ​will apply to all ExLibris customers.+  * 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.   * Only NERL can submit date threshold change requests to ExLibris for their package targets.
-  * Create a local threshold if the dates are per our licensed agreement with the publisher/​vendor. 
-  * 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. 
  
 **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.  ​ **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.  ​
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 **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". **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)   * $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"​). ​
 +
 +Check the left hand column to make sure that the rule you are looking at is active or not. (It will say YES or NO.)
 +
 +==== 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 ====
-SFX images are located at R:​\Content&​Discovery\Information_Resources_Management\DRMS\SFX\SFX_Project\Images. Images are also available on the CMS for those who have access. ​ 
  
-Contact Josh in systems for customizations.+**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 [[http://​knowledge.exlibrisgroup.com/​SFX/​Product_Documentation/​01_Version_4.0 | SFX users guides.]] For customizations of full screen and mobile menu headers, UMLinks buttons, multi-object menus and more, see the [[http://​knowledge.exlibrisgroup.com/​SFX/​Product_Documentation/​01_Version_4.0 | SFX users guides.]]
 +
 +==== Language changes on SFX menu and A-Z Journal Search ====
 +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 ==== ==== L/P Linking Parameters and Flag Values ====
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   * L/P flags may appear to be in place but may need to be re-entered after an update to the target.   * L/P flags may appear to be in place but may need to be re-entered after an update to the target.
  
-==== Notes in Object Portfolio Edit ==== +==== Menu Design ​==== 
-Internal Note fieldsUse these notes: +The Menu Design tab is located at SFX Admin>​Menu ConfigurationWe use the "​Simplified Template and Mobile Configuration."​ 
-  * PA to (dates) +  * Menu Design is where the UMass Amherst Libraries logo is uploaded ​to replace the SFX Banner. 
-  * Prev title (to...title optional) +  * Service Precedence. The "​Basic"​ group of "​Chosen Service types" should be: getFullTxt, getSelectedFullTxt,​ getMessageNoFullTxt,​ getHolding, getDocumentDelivery. 
-  * Accessible ​(dates+  * 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! 
-  * Free for (dates+ 
-  * OA  +==== New Content/​Target Requests ==== 
-  Continues ​(title+Here are steps to request that a resource be added to SFXDo not create a NERS request if you would like an update of an existing resourceInstead open a Salesforce case
-General Note fields. Use these notes: +  * Log into NERS (see CORAL/​ExLibris). More information can be found at [[https://​el-una.org/​working-groups/​content/​ners-content-request-faq/​ | el-una.org.]] 
-  * Current issues may not be available. +  * Check that no request ​for the resource exists already in NERS (Request search with limit by Product = Content and Status = Votable). 
-  * Content may not yet be available. +  * Add a new Content request by providing the following helpful information. 
-  * Some full text content may not be available. +      Name of the Database, Collection or Platform. 
-  * Some years are not available. +      * Name of the Content Provider 
-  * Additional content may be available. +      * Link to the database or platform 
-  * We are working on restoring access.+      * 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    
 + 
 + 
 +==== NERS Voting, ELUNA ==== 
 +An email from SFXList notifies when SFX potential targets or software is available for customer voting. See SFX in CORAL, access page has login. There is more info on the SFX Routine Maintenance Page as well 
 + 
 + 
 + 
 +==== 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 ==== ==== Object Types ====
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 ==== Reports, Incomplete Activations ==== ==== 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. 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_util6=Diagnostics6=Report Incomplete Activations.  ​+  * 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. 
 + 
 +==== Scholarworks Titles ==== 
 +See the [[https://​scholarworks.umass.edu/​journals_conferences_browse.html | Scholarworks Title List]] to check for new titles. 
 + 
 +**Ignore** 
 +  * Heritage & Society (Taylor & Francis Hosted) 
 +  * ICHRIE Johnson & Wales Case Study Competition (Defunct) 
 +  * Journal of Hospitality & Tourism Education (Subscription Based) 
 +  * Proceedings of the Fábos Conference on Landscape and Greenway Planning (Conference Proceedings) 
 +  * Proceedings of the Society for Computation in Linguistics (Conference Proceedings) 
 +  * Warring States Papers (Defunct)
  
 ==== SFX Documentation and User's Guides ==== ==== SFX Documentation and User's Guides ====
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 ==== sort_services.config ==== ==== sort_services.config ====
 When target precedence on SFX menus needs a general update, use the sort_services.config file and activate by wizard. When target precedence on SFX menus needs a general update, use the sort_services.config file and activate by wizard.
-  * Export active targets. +  ​* Start with the incomplete activations report. (See Above) 
-  * Check active targets against ​SFX Admin/UNIX File Manager/​config/​sort_services.config. 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. +  ​* Export active targets ​using Export Tool (Bottom drop down option. 
-  * 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.+  * Navigate to SFX Admin/UNIX File Manager/​config/​sort_services.config. ​**BEFORE** you start, make a fresh backup of the list using the "​C"​ button. Copy and paste the contents into an excel spreadhseet to compare. Leave all the non-target language and notes 
 +      * 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. Preserve the existing order as best as possible, and check CORAL or Aleph if there are new targets so you can decide where to put them. 
 +      * Once everything is accounted for, copy and paste the new list with all the language that came with it into the current sort.services.config file and click save
 +  * 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.   * SFX Admin > Menu Configuration > Menu Design > Simplified Template and Mobile Configuration > Target Precedence. ​ Run Import Precedence Wizard.
-       ​* ​Select Basic services config+       ​* ​You may have to click next to actually get to this screen
-       * Uncheck all but sort_services_config_ ​   ​AND ​   basic_grouping.config_ ​(may need to click through intro screen first) +       * Uncheck all but config/​sort_services.config_ ​   **AND**    config/basic_grouping.config_ 
-       * SAVE+           * It takes the changes you made in the config, no upload required. 
 +       * SAVE ON THE LEFT
   * Check sample changes on SFX menus.   * Check sample changes on SFX menus.
  
-==== Support Cases ==== +==== Statistics ​==== 
-Send support cases to [[https://​exlidp.exlibrisgroup.com | Salesforce.]] +The chrons run on the 14th to capture the previous months statistics, although the day of the month has no bearing on the statsJack from SFX says “SFX Statistics Queries are run against the '​Offline'​ tables, so the 'Min date' and 'Max date' for the Offline Stats table will give you the current range of available statistics date.” 
 +  * exon 20xx-07-02, the Stats saved are for 20xx-06-29 to 20xx-07-01 
 +  * Check the instructions for monitoring the stats table at the [[sfx_update_procedures|Weekly Update]] page
  
-Add cknapp@library.umass.edu to support case "​Additional emails"​ section if you would like Catherine to track the case.  +As of Fall 2018 we run Queries 2,3,4,​5,​6,​8,​10,​11,​12 on the 14th of every month, and add in 14 & 19 for Calendar and FY statsThe stats for the calendar and fiscal year should be run as close to the first of the month as possible as there is a moving wall of one year which archives older statistics 
-As of 2016dbhelpers are focusing on getting articles to patronsnot reporting metadata problems unless it is worth the timeGeneral guidelines (with plenty ​of exceptions):​ +  * To manually run the statisticsnavigate ​to the SFX Admin > Queries > and begin selecting queries. 
-  * Report to SFX: Problems with linking (not metadata)SFX functionality,​ requests ​to update a target, questions about platform changes ​and targets, etcExLibris is often not interested in metadata problems because they are relying on publisher/vendor data to inform targets. The exception is individual subscriptionsespecially in the MISCELLANEOUS EJOURNALS or Highwire targetsDo 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+      * Always total by Year 
-  * Report ​to publisher/​vendor:​ Important metadata problemsproblems with web sites or title lists, etc.+      * When available, choose Top 100 
 +      * #5: Choose all Sources 
 +      * #10: Choose all Targets 
 +      * Change to Specific date range of 1/1/​20xx-12/​31/​20xx OR 7/​1/​20xx-7/​1/​20xx 
 +      * Leave the defaults for the third row of choices 
 +      * Change format ​to plain text and delivery to emailand enter the DRMS email 
 +          * Click out of the open text box and then click “Submit Query” 
 + 
 +Click submit queryA second window will open that will cycle for a while and then let you know that the email sent successfully. You can close out this window without affecting the query and move on to the other chronsYou cannot submit a new chron until after the previous results are delivered
 +  * Take the data and format it in the same way as the monthly stats files and save them to the DRMS drive under SFX > SFX_Statistics > 20xx Statistics 
 +==== Support CasesContent and Enhancement Requests ​ ==== 
 +Send support cases to [[https://​exlidp.exlibrisgroup.com | 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):​
 +  * 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.
 +  * Requests for new SFX content can be done through ExLibris or ELUNA: ​
 +      * ExLibris request or vote: https://​ideas.exlibrisgroup.com/​forums/​574345-content
 +      * NERS request or vote (see logins for voting): https://​el-una.org/​working-groups/​content/​ners-content-request-faq/​
 +  * Requests for new SFX functionality: ​
 +      * ExLibris request or vote: https://​ideas.exlibrisgroup.com/​knowledgebase/​articles/​690945-ex-libris-idea-exchange-faq
 +      * NERS request or vote: https://​el-una.org//​working-groups/​ners-enhancement-process/​
 +  * Report to publisher/​vendor:​ Important metadata problems (not single article, supplement, or issue), problems with web sites or title lists, etc.
 +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. 
  
  
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 **Proxy** should be checked if we want to run linking through EZProxy. We do not proxy open access or ebrary. **Proxy** should be checked if we want to run linking through EZProxy. We do not proxy open access or ebrary.
  
- --- //[[cknapp@library.umass.edu|Primary contact: ​Catherine Knapp]]//+ 
 +==== 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"​. 
 + 
 + --- //[[jmulvaney@library.umass.edu|Primary contact: ​Jack Mulvaney]]//
sfx_routine_maintenance.1546881608.txt.gz · Last modified: 2019/01/07 12:20 by 127.0.0.1
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