Differences

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--- sfx_update_procedures [2017/08/01 15:33]
cknapp [Tips and Notes]
+++ sfx_update_procedures [2019/02/13 21:30]
cknapp [Tips and Notes]
@@ Line 1: / Line 1: @@
 ===== SFX Update Procedures =====
-ExLibris updates the Knowledgebase [KB] data as well as various software files and some of the manuals each week. Notice of the time and date of the update is sent to asp1 Listserv subscribers.
+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 [[http://sfxhosted.exlibrisgroup.com/sfxadmin/umass |SFX Admin]] unless otherwise noted.
 Help with SFX terms is available at this [[http://www.carli.illinois.edu/products-services/link-resolver-sfx/sfx-glossary | SFX glossary]].
@@ Line 7: / Line 7: @@
 ==== Tips and Notes  ====
-  * Update Release Notes can be found at the ExLibris Knowledge Center: https://knowledge.exlibrisgroup.com/SFX
+  * 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 need to be changed in sort_services_config (eventually).
+  * 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 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).
+  * 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.
@@ Line 15: / Line 15: @@
 === Weekly maintenance ===
-  * Clean sessions subdirectory. This terminates live sessions so best to do in quiet times.
+  * UNIX-side: Clean sessions subdirectory. This terminates live sessions so best to do in quiet times.
           * Login UNIX-side.
           * ds
@@ Line 21: / Line 21: @@
           * 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
-  * Check Stats tables.  Unix-side. da>./server_admin_util>5=Statistics>4=Show stats table monitor information>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.
+  * Check outstanding SFX support cases at [[https://exlidp.exlibrisgroup.com | Salesforce]]. Login to see support cases.
 === Monthly maintenance ===
-  * Scratch directory cleanout
+  * Scratch directory cleanout. ExLibris may be automatically cleaning this file but check for stats and old export files.
-       * Web side: SFX KBManager>UNIX File Manager>dbs>scratch
+       * 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, 2016).
+  * Export directory cleanout. This seems to be automatically cleaned out as of 2016.
-       * Web side: SFX KBManager>Admin>Unix File Manager>Export
+       * Web side: SFX Admin>Administration>UNIX File Manager>Export
-  * bX Statistics file cleanout
+  * UNIX side: bX Statistics file cleanout
-       * After notification that a successful harvest has occurred, clean the OAI_REPOSITORY table.
+       * After notification that a successful harvest has occurred or every month or two, clean the OAI_REPOSITORY table.
           * da, ./server_admin_util
           * 5=Statistics
@@ Line 41: / Line 41: @@
           * y=erase all records in table OAI_REPOSITORY
           * q, exit
+  * Statistics. File monthly statistics run by cron and reported by email to DRMS email. See [[https://www.library.umass.edu/wikis/acp/doku.php?id=sfx_statistics_archives_files | SFX Statistics and Archives Files wiki page. ]]
 === Other Maintenance  ===
-  * Cron jobs: These are presently running as scheduled jobs see: [[sfx_cron_jobs]]
+  * Cron jobs: Check regularly as they have disappeared. These are presently running as scheduled jobs see: [[sfx_cron_jobs]]
-       * Table repair
+  * 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 [[https://www.library.umass.edu/wikis/acp/doku.php?id=sfx_statistics_archives_files | SFX Statistics wiki page]] for historic details.
-       * Google/OCLC WorldCat Local holdings export
+  * 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.
-       * AZ and RSI Index build
-       * Clearing SFX_REQUEST table
-       * 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 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.