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sfx_update_procedures [2018/11/26 13:42] cknapp [Tips and Notes] |
sfx_update_procedures [2019/01/02 14:16] cknapp [Tips and Notes] |
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| * 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. | * 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 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 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). | * 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". | * 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". | ||
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| * Cron jobs: Check regularly as they have disappeared. 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]] | ||
| * 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. | * 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. | ||
| - | + | * 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. | |
