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sfx_update_procedures [2019/03/29 15:38] jmulvaney [SFX Update Procedures] |
sfx_update_procedures [2019/03/29 15:41] jmulvaney |
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| Help with SFX terms is available at this [[http://www.carli.illinois.edu/products-services/link-resolver-sfx/sfx-glossary | SFX glossary]]. | Help with SFX terms is available at this [[http://www.carli.illinois.edu/products-services/link-resolver-sfx/sfx-glossary | SFX glossary]]. | ||
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| + | KB Update Release Notes can be found at the [[https://knowledge.exlibrisgroup.com/SFX/Content_Corner | ExLibris Knowledge Center.]] | ||
| + | *As hosted customers, our update is applied a week later than the current update. This affects applicable software changes, new and removed targets, and other changes in SFX. Target name changes/deletions affect Menu Display logic and Target Precedence (needs to be changed manually or in sort_services_config eventually). | ||
| ==== Tips and Notes ==== | ==== Tips and Notes ==== | ||
| - | * Update Release Notes can be found at the [[https://knowledge.exlibrisgroup.com/SFX/Content_Corner | ExLibris Knowledge Center.]] | ||
| - | * As hosted customers, our update is applied a week later than the current update. This affects 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). | ||
| * **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." Test linking. | + | * **HTML Report:** Check Deleted and Updated "Targets, Target Services, Sources, Source Services." 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 === | ||
