Post on 24-Dec-2015
South Dakota Library Network
SFX Management BasicsThresholds, L/P Values &
Proxy Servers
South Dakota Library Network1200 University, Unit 9672Spearfish, SD 57799www.sdln.net
© South Dakota Library Network, 2012©Ex Libris (USA), 2012Modified for SDLNVersion 4
SFX Management Basics
Thresholds – what is a threshold?
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A threshold is a rule that determines whether or not something can appear on the SFX Menu.Examples:•Publishers Weekly is available from 1997 to the present in EBSCOHost Academic Search Elite. Therefore if you’re requesting an article in Publishers Weekly it must be between those two dates in order for this target to appear on the SFX Menu
•To do a search in the library catalog you need a book title or a journal title or an ISSN or an ISBN. Therefore one of these pieces of information must be present in order for this target to appear on the SFX Menu
SFX Management Basics
Thresholds – Two categories
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Global Thresholds•Provided to Ex Libris by database and ejournal providers•Maintained and updated by Ex Libris
Local Thresholds•Reflects a library’s access to a particular resource•Created and maintained by the library
SFX Management Basics
Thresholds – different types
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•Date Threshold•$obj->parsedDate(">=",1997,undef,undef)•$obj->parsedDate(">=",1997,12,1)•$obj->parsedDate(">=",1989,1,1) && $obj->parsedDate("<=",2005,17,4)
•Rolling Date Threshold•$obj->timediff('<','3m')•$obj->timediff('>','1y')
•Require an Attribute•$obj->need('ISBN')•$obj->need('@authLast')
SFX Management Basics
Create a Threshold – search for titles
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Search for a title: click Objects in the KBManager
Search for a title:
SFX Management Basics
Create a Threshold – retrieve active portfolios
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Click P to see Object Portfolios,
then click Show Active
SFX Management Basics
Create a Threshold – choose portfolio
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Choose Portfolio to Edit, Click E
SFX Management Basics
Create a Threshold – edit portfolio
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Click Add Local Threshold box
SFX Management Basics
Create a Threshold – edit portfolio
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Click Compose
SFX Management BasicsCreate a Threshold – edit portfolio
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Enter your information
Click Submit
SFX Management Basics
Create a Threshold – confirm edits
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Click Submit
SFX Management Basics
Create a Threshold – save edits
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Click Submit
SFX Management Basics
L/P Values – Linking Parameters
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Some databases require username/password information (flag value)
You can determine the format of the information to input using the Target Configuration Guide found on the ExLibris Documentation Portal
Log in to: http://customercenter.exlibrisgroup.com/_layouts/netwise/exlibrislogin.aspx
(ask SDLN for username/password)
Choose Documentation Center, SFX, Technical Documentation, KnowledgeBase Information, SFX Target Configuration Guide
SFX Management Basics
L/P Values – search for a target
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Click Targets in the KBManager
SFX Management Basics
L/P Values – search for a target
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Find a target by using the Filter Target List box:
SFX Management Basics
L/P Values – search for a target
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Select target to work with, click S for target services
Click L/P
SFX Management Basics
L/P Values – flag value
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Click E to edit flag value
SFX Management Basics
L/P Values – flag value
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Input flag value (username/password) from vendor, click Submit
SFX Management Basics
L/P Value – flag value updated
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SFX Management BasicsProxy Servers
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Input the proxy server’s information under:
Configuration, Menu Configuration
SFX Management BasicsProxy Servers
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Input the proxy server’s information under:
Proxy/CrossRef, click Add Proxy Settings
SFX Management Basics
Proxy Servers – add proxy settings
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SFX Management Basics
Proxy Servers - use
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Under Use Proxy, select one of the following options:•Yes, if you want proxy support for all targets. Every target will be directed through the proxy server.•No, if you want the browser to redirect to the original target URL, as usual. If you select this option, there will be no attempt to access the proxy server.•Selective, if you want proxy support only for selected target URLs. If you select this option, only those targets whose Target Service Proxy option is selected will be directed through the proxy server.
SFX Management BasicsProxy Servers – use
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With selective use, make sure to Edit the Target Service by clicking in the Use Proxy box