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sfx_routine_maintenance [2019/03/28 15:11]
jmulvaney [Reports, Incomplete Activations]
sfx_routine_maintenance [2020/11/02 13:51] (current)
jmulvaney [Autoload Instructions]
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 https://​sfxhosted.exlibrisgroup.com/​umass https://​sfxhosted.exlibrisgroup.com/​umass
  
 +**Also See:**
 +  * [[SFX Cron Jobs]]
 +  * [[SFX Down]]
 +  * [[SFX Renewals]]
 +  * [[SFX sid List]]
 +  * [[SFX Targets - Activating]]
 +  * [[SFX Update Procedures]]
 +==== 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.
 +
 +**Re-Running Autoload**
 +  * Load the Unix Server and log In
 +  * da
 +  * ./​server_admin_util
 +  * 8 Import/​Export (not by sfxglb41)
 +  * 4/6/7 (depending on Elsevier or Springer)
 +  * Run the Autoloader
 +  * Choose "​Y"​
 +  * Choose "​B"​
 +  * Leave institution name empty for default
 +  * Choose "​Y"​
 +  * Let run and check for success. Manually running the autoload will not trigger an email.
  
 ==== A-Z Journal Search Notes ==== ==== A-Z Journal Search Notes ====
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   * 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.+      ​* 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 ====
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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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       * Short description why this content is important and beneficial to the community       * 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          * 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
 +
  
  
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       *  Note: Disregard SCENES IN THE LIFE OF HARRIET TUBMAN       *  Note: Disregard SCENES IN THE LIFE OF HARRIET TUBMAN
       * Note: Springer deactivated targets retain active ops until the Springer Autoload has been fully tested.       * 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.
-  * Start with the incomplete activations report.+  * Start with the incomplete activations report. ​(See Above)
   * Export active targets using Export Tool (Bottom drop down option.) ​   * 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. +  * 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 
-      * Check the lists against each other. Remove the inactive Targets, change any names as they arise.+      * 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.**   * 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.
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   * Check sample changes on SFX menus.   * Check sample changes on SFX menus.
  
 +==== Statistics ====
 +The chrons run on the 14th to capture the previous months statistics, although the day of the month has no bearing on the stats. Jack 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.”
 +  * ex. on 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
 +
 +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 stats. The 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
 +  * To manually run the statistics, navigate to the SFX Admin > Queries > and begin selecting queries.
 +      * Always total by Year
 +      * When available, choose Top 100
 +      * #5 & 11: 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 email, and enter the DRMS email
 +          * Click out of the open text box and then click “Submit Query”
 +
 +Click submit query. A 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 chrons. You 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 Cases, Content and Enhancement Requests ​ ==== ==== Support Cases, Content and Enhancement Requests ​ ====
 Send support cases to [[https://​exlidp.exlibrisgroup.com | Salesforce.]] ​ Send support cases to [[https://​exlidp.exlibrisgroup.com | Salesforce.]] ​
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    * 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"​.    * 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]]//+===== SFX Archived Maintenance ===== 
 +Everything below is no longer managed manually by UMass. 
 + 
 +==== Monthly: UNIX side bX Statistics file cleanout ==== 
 +Chron Job set up for cleanup of files from the OAI Repository table Monday mornings 
 +       * After notification that a successful harvest has occurred or every month or two, clean the OAI_REPOSITORY table. 
 +          * q (if continuing from above) 
 +          * da 
 +          * ./​server_admin_util 
 +          * 5 (Statistics) 
 +          * 9 (Clean OAI_REPOSITORY table) 
 +          * 1 (Delete all OAI_REPOSITORY table records) 
 +          * y (erase all records in table OAI_REPOSITORY) 
 +          * q 
 +          * exit  
 + 
 +==== Monthly: Scratch directory cleanout: ==== 
 +ExLibris is doing this now, appears to only hold 1 week of files. 
 +       * Web side: SFX Admin>​Administration>​UNIX File Manager>​dbs>​scratch 
 +       ​* ​ DO NOT DELETE: Sessions Directory! Recent e_collection and MARCit files! Institutional holdings file (Google Scholar/​WorldCat holdings)!  
 +           * Leave several months in scratch folder. 
 + 
 +==== Monthly: Export directory cleanout: ==== 
 +This seems to be automatically cleaned out as of 2016. 
 +       * Web side: SFX Admin > Administration > UNIX File Manager > Export 
 + 
 + 
 + 
 + --- //[[jmulvaney@library.umass.edu|Primary contact: ​Jack Mulvaney]]//
sfx_routine_maintenance.1553785878.txt.gz · Last modified: 2019/03/28 15:11 by jmulvaney
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