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sfx_routine_maintenance [2019/04/03 14:40]
jmulvaney [Autoload Instructions]
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 ==== ==== Autoload Instructions ====
  
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    * 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 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 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** ​ **SpringerLink Autoload** ​
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    * **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.    * **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.        * 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 are twoone for US (WEB Du Bois Library) and one for Us as members ​of Nerl.+   * 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 pagechange 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 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. As of 4.3.19 it does not match the token I found at the Springer Librarians PortalCatherine had discovered when setting up the autoload that for some reason ​we have two accounts, ​and that only one token has the actual holdings ​for usI replaced the token from the File manager since it was working in the past.+           * The token can also be found in the Config file as plain text. 
 +   * The Springer Journals autoload does not include previous titlesBob 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 successManually 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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       * 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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   * 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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    * 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.     * 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"​.    * 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"​.
 +
 +===== 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]]//​  --- //​[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//​
sfx_routine_maintenance.1554302450.txt.gz · Last modified: 2019/04/03 14:40 by jmulvaney
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