Differences

This shows you the differences between two versions of the page.

--- sfx_update_procedures [2016/09/20 18:36]
cknapp [Tips and Notes]
+++ sfx_update_procedures [2017/08/01 15:30]
cknapp [Tips and Notes]
@@ Line 7: / Line 7: @@
 ==== Tips and Notes  ====
-  * Release Notes can be found at the ExLibris Knowledge Center: http://knowledge.exlibrisgroup.com/SFX/Release_Notes/Version_4.0
+  * Update Release Notes can be found at the ExLibris Knowledge Center: https://knowledge.exlibrisgroup.com/SFX
-      * Check the Technical Documentation section for updated manuals and download to W:\\Departmental_Folders\Acquisitions\SFX_Project\Version_3_Manuals. Remove or overwrite the old version.
+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 need to be changed in sort_services_config (eventually).
-      * Release notes can be found at Documentation Center>SFX>Technical Documentation>Release Notes>[Year].  Review the spreadsheet by checking applicable software, parser/parse param, target and other changes in SFX. Target name changes affect Menu Display logic and need to be changed in sort_services_config (eventually). Add appropriate Free targets after consulting the Beall's list or other predatory Free/Open Access lists (no policy yet 7/13).
+  * Update Release Notes for coming 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).
-      * Check next week's HTML report for upcoming target deletions and 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: check Deleted Object Portfolios for possible previous title deletions in ejournal packages. Take a look at New and Updated Object Portfolios for anything amiss if there is time. Note: Sometimes text reports supply more information on items in the HTML reports.
+      * 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 ===
-  * Clean sessions subdirectory. This terminates live sessions; do when no other staff are using SFX Admin.
+  * Clean sessions subdirectory. This terminates live sessions so best to do in quiet times.
           * Login UNIX-side.
           * ds
@@ Line 23: / Line 22: @@
           * da, exit
   * 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.
-  * Check outstanding SIs.
+       * 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.
 === Monthly maintenance ===
   * Scratch directory cleanout
        * Web side: SFX KBManager>UNIX File Manager>dbs>scratch
-       *  **DO NOT DELETE: Sessions Directory! Recent e_collection files (MARCIt files). Institutional holdings file (Google Scholar/WorldCat holdings). **
+       *  **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
+  * Export directory cleanout (this seems to be automatically cleaned out, 2016).
        * Web side: SFX KBManager>Admin>Unix File Manager>Export
   * bX Statistics file cleanout
-       * After notification that a successful harves has occurred, clean the OAI_REPOSITORY table.
+       * After notification that a successful harvest has occurred, clean the OAI_REPOSITORY table.
           * da, ./server_admin_util
           * 5=Statistics
@@ Line 49: / Line 50: @@
        * Clearing SFX logs. This is currently set up as a cron job. If it becomes necessary to do manually, it should be done every few weeks.
           * Login>da>./server_admin_util menu>2=Filesystem Maintenance>4=Clean /exlibris...umass/logs>N=Prompt for removal of each file?
-  * Statistics export and archiving and reports are presently not scheduled jobs. **Keep the tables below 1,000,000.**
+       * Statistics queries are run as cron jobs: Query 2(top 100),3,4,5,6,8,10(top 100),11(top 100),12(top 100). Calendar and FY statistics should includ 14(top 100) & 19(top 100) as well.