SFX Update Procedures

ExLibris updates the Knowledgebase [KB] data as well as various software files and some of the manuals each week. All tasks are done through the SFX Admin unless otherwise noted.

Help with SFX terms is available at this SFX glossary.

Tips and Notes

  • Update Release Notes can be found at the ExLibris Knowledge Center: https://knowledge.exlibrisgroup.com/SFX. Go to the Content Corner > Release Notes and limit by date.
  • As hosted customers, our update is applied a week later than the current update. Check applicable software changes, new and removed targets, and other changes in SFX. Target name changes affect Menu Display logic and Target Precedence (needs to be changed manually or in sort_services_config eventually).
  • Update Release Notes for the next update can be checked for upcoming target deletions. Be sure they are deactivated, with object portfolios moved. Check for upcoming changes to targets. Export any target active portfolios that might be affected (e.g. previous titles that might be lost).
  • KB Update Reports are obtainable from SFX Admin>KBUpdate. Setting to “Yes” is supposed to retrieve only UMass active targets but does include UMass formerly-active targets, designated “Inactive”.
    • HTML Report. Check Deleted and Updated “Targets, Target Services, Sources, Source Services” and “Linking Parameters”. Test linking.
    • Text Report. Important: Set to “Yes” and check Deleted Object Portfolios for possible previous title and other deletions in ejournal packages (ExLibris does delete our active object portfolios occasionally). Disregard databases with fluid content.

Weekly maintenance

  • UNIX-side: Clean sessions subdirectory. This terminates live sessions so best to do in quiet times.
    • Login UNIX-side.
    • ds
    • cd sessions
    • rm cgisess_* (if done regularly, there is no need to breakdown with numbers and letters, e.g. rm cgisess_0* and rm cgisess_a*)
    • (To exit without checking stats) da, exit
  • UNIX-side: Check Stats tables. Unix-side. da>./server_admin_util>5=Statistics>4=Show stats table monitor information>exit
    • Offline table limit is 1,000,000. Check for unusually high number in Online table.
    • Statistics are automatically moved from the online to offline file within a few days.
    • Statistics files are being archived by ExLibris 1-2 months after the beginning of the calendar and fiscal years, leaving at least 12 months in the offline file (as of 2016).
  • Check outstanding SFX support cases at Salesforce. Login to see support cases.

Monthly maintenance

  • Scratch directory cleanout. ExLibris may be automatically cleaning this file but check for stats and old export 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.
  • Export directory cleanout. This seems to be automatically cleaned out as of 2016.
    • Web side: SFX Admin>Administration>UNIX File Manager>Export
  • UNIX side: bX Statistics file cleanout
    • After notification that a successful harvest has occurred or every month or two, clean the OAI_REPOSITORY table.
      • 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

Other Maintenance

  • Cron jobs: Check regularly as they have disappeared. These are presently running as scheduled jobs see: sfx_cron_jobs
  • Statistics: Set up to run the 14th of every month and generate an email for each query. We are currently running these queries each month: 2,3,4,5,6,8,10,11,12 (top 100 only for 10-12), plus 14 & 19 for calendar and fiscal years. Calendar and fiscal year statistics need to be run immediately as ExLibris is automatically archiving statistics older than 12 months. See SFX Statistics wiki page for historic details.

Primary contact: Catherine Knapp

sfx_update_procedures.txt · Last modified: 2018/11/26 08:43 by cknapp
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