Transcript South Dakota Library Network

South Dakota Library Network
SFX Management Basics
A – Z List & Citation Linker
South Dakota Library Network
1200 University, Unit 9672
Spearfish, SD 57799
www.sdln.net
© South Dakota Library Network, 2010
©Ex Libris (USA), 2009
Modified for SDLN
Version 3
SFX Management Basics
A – Z List Introduction
A searchable and browsable A‐Z List of electronic journals is available
for each SFX instance, based on activation and localization done in the
SFX KnowledgeBase. The A‐Z List consists of four sections:
•Titles – Allows browsing and searching of journal titles
•Category – Allows browsing of journals by category
•Locate – Allows advanced searching options (search by journal title,
ISSN, category, vendor)
•CitationLinker – Form to fill in journal citation information in order to
get a corresponding SFX menu. It can be used in case the user has
found citation information prior to accessing the A‐Z List
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SFX Management Basics
A- Z List How to access the list
Access the A-Z List at: http://sfx.sdln.net:3210/sfxxxx/az/
(sfxxxx is your instance , such as: sfxsda, sfxprn)
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A-Z List
Configuration Options
The following configuration options are available:
•The A‐Z Index – The A‐Z List requires a searching index which needs to
be updated:
•Before you can start using the A‐Z List
•After changes in the SFX KnowledgeBase related to activation or
institute settings
•After changes in the A‐Z sorting set‐up
•The SFXAdmin center web based A‐Z configuration page
•The SFXAdmin center web based Multilanguage & Translation tool to
determine and translate textual elements in the SFX A‐Z List
•The A‐Z List uses HTML templates which can be customized
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SFX Management Basics
A-Z List – Configuration Options
Some configuration of the A‐Z List is required before the A‐Z index
can be built. This configuration needs to be done in the SFXAdmin
center A‐Z configuration for the new A‐Z List.
Login to http://sfx.sdln.net:3210/sfxadmin/sfxxxx (your library
code follows sfx, example sfxsda)
Scroll down to:
Click Configuration
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SFX Management Basics
SFX Admin Module - A‐Z configuration page
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SFX Management Basics
SFX Admin Module - HTML template
The following parameter can be set on the configuration page:
An option to generate an HTML template file for a ʹA‐Z Journals Quick
Search Boxʹ which can be integrated into a library home page or portal.
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SFX Management Basics
SFX Admin Module - HTML template
After clicking the ‘Generate HTML template’ button, a pop‐up window
will allow you to:
•Define settings
•Preview the page
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SFX Management Basics
SFX Admin Module – Display parameters
Parameters related to A‐Z display:
•Records per page – set the number of journals per page in result list
•Pages per list – number of pages displayed in the navigation at the top of
each page, e.g.: If ‘5’ is chosen, the navigation section looks like this:
< 1 2 3 4 5 >, if ‘8’ is chosen, the navigation section looks like this:
<12345678>
•Select default view of A‐Z data: either ‘detailed’ or ‘table’
•Default search – When the user access the A‐Z search, the title search that is
selected by default. Options are: ‘Starts with’, ‘Contains’ or ‘Exact’ ‘Starts with’
results: Options are ‘Browse’ or ‘Search’
•Enable Ajax for title search. This option turns on or off the AJAX
AutoComplete feature
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SFX Management Basics
SFX Admin module – Display parameters
Parameters related to A‐Z display (cont):
•Message on the bottom of the AutoComplete list box. This
option allows you to define the text which will be displayed when there
are more results available.
•Default value of Pinyin checkbox – This option is valid only if the A‐Z List
uses both Pinyin and Latin headers. Check this checkbox to have the
Pinyin checked by default
•Hide user’s ability to switch between detailed and table views
•Hide CitationLinker Tab
•Include option to push journal information to MetaLib My eJournals list
To use this option, select the Metalib link checkbox and enter the Metalib
base URL (http://hermes.sdln.net/V) into the Metalib base URL
field
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SFX Management Basics
SFX Admin module – Content parameters
Parameters related to A‐Z content:
•Services to filter by ‐ active Full Text, Abstract, TOC, and Holding
services can be displayed in the A‐Z List (more than one service type
can be chosen)
•Target services to exclude ‐ select from this list of active targets/
target services any, which should be excluded from A‐Z List
•Select information to not be included in the A‐Z List. You can select
one or more of the following:
ISSN/LCCN/CODEN/Categories/Availability information/SFX button/
Note/Authentication
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SFX Management Basics
SFX Admin module – Language, title sorting parameters
Parameters related to language and title sorting in the A‐Z List:
It is possible to define the default language and the additional languages to appear in the
A‐Z language drop‐down. Not selecting any language in the ‘User Interface Language set’
will ensure that only the default A‐Z language appears, and no drop‐down will be offered
to the user. The following three settings determine the sort order of the A‐Z results and
appearance of headers in the Title tab of the A‐Z List:
•Select your country
•Select A‐Z title header(s): To do this, select one or more headers from the list by moving
the header from the left to the right box, and determine the order in which the headers
will be displayed (by using the ‘Up’ and ‘Down’ buttons). Each header will be displayed on
a separate line.
•Select Latin language diacritics handling. Options are: USA All characters with diacritics
are sorted as character-without-diacritics. For example ‘é’ is sorted as ‘e’. German All
characters with umlaut are sorted as character-without-diacritics + ‘e’ The German letter
ß is sorted as sz. Danish/Norwegian The following characters are sorted after ‘Z’: [ÄÆ]
[ÖØ] ÅAll other diacritics are disregarded. Swedish The following characters are sorted
after ‘Z’: Å Ä Ö The German letter ü is sorted as y. All other diacritics are disregarded.
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SFX Management Basics
SFX Admin Module - Multilanguage & Translation
The SFX A‐Z List can be set up to support several languages, to cater
to end‐users in multiple language environments.
The user interface language can be set in the following ways:
•A drop‐down can be displayed in the A‐Z List allowing the end‐user to
select their language of choice
•A parameter in the A‐Z List URL can be used to set the appropriate
language. This option is used by MetaLib.
The language of the SFX A‐Z List will also determine the language in
which the SFX menu will be presented, when clicking on an SFX link in
the A‐Z List.
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SFX Management Basics
SFX Admin Module - Multilanguage & Translation
For each A‐Z profile, define in the SFXAdmin > Searchable A‐Z ver. 3 >
Configuration section:
•The default language
•The languages to be offered in the language drop‐down of the A‐Z
List
The following limitations exist regarding current A‐Z List
multi‐language support:
•Content defined in SFXAdmin KBManager cannot be translated, this
includes:
•Target public names
•The target service public name defined for a specific target services
•Note and authentication information
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SFX Management Basics
SFX Admin Module – Related Objects
The SFX KnowledgeBase contains information about relations between
objects. Some relation examples are: a journal ceases to exist and is
continued by another journal, or one journal is a supplement to another
journal. These object relations may be valuable for end‐users when
searching or browsing the SFX A‐Z List or even when clicking an SFX
button in a database. They may remember an older name for a journal,
or be interested in SFX services for a related journal.
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SFX Management Basics
SFX Admin Module – Citation Linker
The Citation Linker, a simplified version of the OpenURL Generator, is
a tool designed for end users. It takes input specified by an end user,
a reference librarian, or an interlibrary loan librarian, and creates an
OpenURL that is sent to the SFX server. As a result, users see an SFX
menu created from their input, rather than an SFX menu created using
an external source such as an abstracting and indexing database.
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SFX Admin Module – Citation Linker
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SFX Management Basics
A-Z List
Creating the List
A-Z Index
The index will be built, re-built on the server. Once individual
instances have all their resources activated, please notify SDLN
to run the index building command.
We have the index building procedure set to run weekly.
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