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sfx_routine_maintenance [2019/02/13 16:24]
cknapp [Support Cases]
sfx_routine_maintenance [2019/04/03 11:05] (current)
jmulvaney [Autoload Instructions]
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   * Help with SFX terms is available at [[http://​www.carli.illinois.edu/​products-services/​link-resolver-sfx/​sfx-glossary | CARLI'​s SFX glossary]].   * Help with SFX terms is available at [[http://​www.carli.illinois.edu/​products-services/​link-resolver-sfx/​sfx-glossary | CARLI'​s SFX glossary]].
  
 +UMassAmherst Library SFX URL is
 +https://​sfxhosted.exlibrisgroup.com/​umass
  
 +==== Autoload Instructions ====
 +
 +**Elsevier Science Direct Autoload** ​
 +   * 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 ==== ==== 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.   * 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. +  * 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 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 ==== ==== 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. 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.
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   * 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). ​   * 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.   * 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.   * 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.   * 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.   * Choose to add, update or remove portfolios.
   * A KBART file may also be used.   * A KBART file may also be used.
 +      * 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 ====
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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"​). ​
 +
 +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 ==== ==== Export Tool ====
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 ==== 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.]]
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   * Menu Design is where the UMass Amherst Libraries logo is uploaded to replace the SFX Banner.   * 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.   * 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). ​+  * 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 ==== ==== New Content/​Target Requests ====
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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.
  
 ==== 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 ====+==== Support Cases, Content and Enhancement Requests  ​====
 Send support cases to [[https://​exlidp.exlibrisgroup.com | Salesforce.]] ​ Send support cases to [[https://​exlidp.exlibrisgroup.com | Salesforce.]] ​
  
-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.  
-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):​+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.   * 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.   * 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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 **Linking parser problems.** ​ **Linking parser problems.** ​
-   * On SFX menu, use right-click,​ "View Page Source"​ to see OpenURL ​that creates SFX menu.  +   * 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 ExLibris ​to the landing page, set up Debugging first by 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 at the bottom of resulting page find the URL. Remember to restore Debugging to "​off"​.+   * 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"​.
  
- --- //[[cknapp@library.umass.edu|Primary contact: ​Catherine Knapp]]//+ --- //[[jmulvaney@library.umass.edu|Primary contact: ​Jack Mulvaney]]//
sfx_routine_maintenance.1550093053.txt.gz · Last modified: 2019/02/13 16:24 by cknapp
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