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

--- sfx_update_procedures [2018/11/26 13:42]
cknapp [Tips and Notes]
+++ sfx_update_procedures [2019/08/02 17:38] (current)
jmulvaney
@@ 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. All tasks are done through the [[http://sfxhosted.exlibrisgroup.com/sfxadmin/umass |SFX Admin]] unless otherwise noted.
+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. HTML and Text reports for the week are available on Monday. The KB update page in the Content Corner is normally available on Tuesdays. We are unsure when exactly during the week our update is actually applied.
 Help with SFX terms is available at this [[http://www.carli.illinois.edu/products-services/link-resolver-sfx/sfx-glossary | SFX glossary]].
-==== Tips and Notes  ====
+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).
-  * 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.
+**Also See:**
-  * 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).
+  * [[SFX Cron Jobs]]
-  * 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).
+  * [[SFX Down]]
-  * 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".
+  * [[SFX Renewals]]
-      * HTML Report. Check Deleted and Updated "Targets, Target Services, Sources, Source Services" and "Linking Parameters". Test linking.
+  * [[SFX Routine Maintenance]]
-      * 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.
+  * [[SFX sid List]]
+  * [[SFX Targets - Activating]]
-=== Weekly maintenance ===
+==== Weekly maintenance ====
-  * UNIX-side: Clean sessions subdirectory. This terminates live sessions so best to do in quiet times.
+    * **KB Update Reports** are obtainable from the front page of the SFX Admin under KBUpdate. They both reports should be run every Monday. Setting to "Yes" is supposed to retrieve only UMass active targets but does include UMass formerly-active targets, designated "Inactive". Any time you choose an option be sure to let the page reload.
-          * Login UNIX-side.
+      * **HTML Report:** Under //Type of Change// check Deleted and Updated. Set //Filter to active/localized only?// to Yes. Choose //Targets, Target Services, Sources, Source Services.// Click submit. View Updated Active Records. Test linking for things that have changed.
-          * ds
+          * Platform changes occasionally appear in this report. Make sure they go onto the Platform Changes worksheet.
-          * cd sessions
+      * **Text Report:** Set //Type of Change// to Deleted. Set //Filter to active/localized only?// to yes. Choose Deleted Object Portfolios. Click Submit. The results will launch as a text file which you should copy and paste into excel. Sort alphabetically by Target.
-          * rm cgisess_*  (if done regularly, there is no need to breakdown with numbers and letters, e.g. rm cgisess_0* and rm cgisess_a*)
+          * Previous title and other deletions in ejournal packages appear here. Officially, ExLibris does delete our active object portfolios but it still happens occasionally. Disregard databases with fluid content.
-          * (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
-       * 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 at [[https://exlidp.exlibrisgroup.com | Salesforce]]. Login to see support cases.
-=== Monthly maintenance ===
+  * **KB Release Notes** are available at the URL listed above. They show the changes in the next KB update like target deletions, name changes, new targets, etc.
-  * Scratch directory cleanout. ExLibris may be automatically cleaning this file but check for stats and old export files.
+      * Ignore the //Applying the Revision// section. This is for libraries who manage their own server.
-       * Web side: SFX Admin>Administration>UNIX File Manager>dbs>scratch
+      * //Target Name Changes// affect target precedence and menu logic. If you see that an active target is going to be changed, make sure that it is updated in both places. (Or wait for the Sort Services Config.) Be sure to make a note of it in CORAL.
-       *  **DO NOT DELETE: Sessions Directory! Recent e_collection and MARCit files! Institutional holdings file (Google Scholar/WorldCat holdings)! ** Leave several months in scratch folder.
+      * If something we have activated appears in the //Targets to be Removed// make sure to find out exactly when they will be deleted. Be sure they are deactivated before then, with active object portfolios moved (including activation status, date thresholds, and notes). Export any target active portfolios that might be affected (e.g. previous titles that might be  lost).
-  * Export directory cleanout. This seems to be automatically cleaned out as of 2016.
+          * You can also run a collections report between the Target being deleted and they one ExLibris suggests we use to see what changes you might encounter.
-       * Web side: SFX Admin>Administration>UNIX File Manager>Export
+      * //Targets Removed// shows when a target is actually taken out of the KB.
-  * UNIX side: bX Statistics file cleanout
+      * Check CORAL to see if anything in //New Targets and Target Services// should be activated. Since we are hosted our update is deferred by one week, so you will have to wait to check if it really works for something we subscribe to.
-       * After notification that a successful harvest has occurred or every month or two, clean the OAI_REPOSITORY table.
+      * //Changed KB Software// is like mini patch notes. For the most part they don't affect anything but can provide hints to what bigger issues ExLibris might be working on.
-          * da, ./server_admin_util
-          * 5=Statistics
-          * 9=Clean OAI_REPOSITORY table
-          * 1=Delete all OAI_REPOSITORY table records
-          * y=erase all records in table OAI_REPOSITORY
-          * q, exit
-=== Other Maintenance  ===
-  * 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.
+  * **UNIX-side: Clean sessions subdirectory**. This terminates live sessions so best to do in quiet times.
+      * Login UNIX-side.
+      * ds
+      * cd sessions
+      * rm cgisess_*  (if done regularly, there is no need to breakdown with numbers and letters, e.g. rm cgisess_0* and rm cgisess_a*)
+      * da
+        * (To exit without checking stats, if not continue one below)
+        * exit
+  * **UNIX-side: Check Stats tables.**
+      * da (continued from above)
+      * ./server_admin_util
+      * 5 (Statistics)
+      * 4 (Show stats table monitor information)
+         * 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).
+      *q
+      *exit
+  * **Check outstanding SFX support cases** at [[https://exlidp.exlibrisgroup.com | Salesforce]]. Login to see support cases.
+==== Monthly maintenance ====
+  * **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. ]]
+//[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//
-[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]