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sfx_update_procedures [2019/01/02 14:16]
cknapp [Tips and Notes]
sfx_update_procedures [2019/03/06 17:50]
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 (needs to be changed manually or 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).+  * **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"​.
-      * HTML Report. Check Deleted and Updated "​Targets,​ Target Services, Sources, Source Services"​ and "​Linking Parameters"​. Test linking. +      ​* **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.+      ​* **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 === === Weekly maintenance ===
-  * UNIX-side: 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. ​           * Login UNIX-side. ​
           * ds           * ds
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           * rm cgisess_* ​ (if done regularly, there is no need to breakdown with numbers and letters, e.g. rm cgisess_0* and rm cgisess_a*)           * 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           * (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+  ​* **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. ​        * 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 are automatically moved from the online to offline file within a few days.
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   * Export directory cleanout. This seems to be automatically cleaned out as of 2016.   * Export directory cleanout. This seems to be automatically cleaned out as of 2016.
        * Web side: SFX Admin>​Administration>​UNIX File Manager>​Export        * Web side: SFX Admin>​Administration>​UNIX File Manager>​Export
-  * UNIX sidebX Statistics file cleanout+  ​* **UNIX side bX Statistics file cleanout**
        * After notification that a successful harvest has occurred or every month or two, 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           * da, ./​server_admin_util
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           * y=erase all records in table OAI_REPOSITORY           * y=erase all records in table OAI_REPOSITORY
           * q, exit           * 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 ​ ===  === Other Maintenance ​ === 
-  * Cron jobs: Check regularly as they have disappeared. These are presently running as scheduled jobs see: [[sfx_cron_jobs]] +  * **sort services config**: See https://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=sfx_routine_maintenance#​sort_servicesconfig 
-  ​StatisticsSet 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. +  * **Cron jobs:** Check regularly as they have disappearedThese are presently running as scheduled jobs see: [[sfx_cron_jobs]]
-  * NERS voting, ELUNAAn email from SFXList notifies when SFX potential targets or software is available for customer votingSee SFX in CORAL, access page has login. +
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 +  * 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. See also https://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=sfx_routine_maintenance#​support_cases_content_and_enhancement_requests for details.
  
  
 [[cknapp@library.umass.edu|Primary contact: Catherine Knapp]] [[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]
sfx_update_procedures.txt · Last modified: 2019/08/02 17:38 by jmulvaney
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