South Dakota Library Network
SFX Management Basics
South Dakota Library Network
1200 University, Unit 9672
Spearfish, SD 57799
www.sdln.net
© South Dakota Library Network, 2012
©Ex Libris (USA), 2011
Modified for SDLN
Version 4
SFX Management Basics
Introduction – SFX, what the user sees
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SFX Management Basics
SFX Terminology - Sources
Sources – where the user is coming from, beginning their search
Resources that can be the starting point of a link or link‐sources—for example, an A & I database, a reference in a journal article, or
an OPAC record. The most important field in the source list is the SOURCE ID. This field contains information that the SFX program
needs about the origin of the SFX request.
SOURCE ID is a required field. It is not possible to add a new source without specifying the source ID.
Each source is connected to a number of source services.
Must be Open-URL enabled
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SFX Management Basics
SFX Terminology - Targets
Targets – databases, must have a link to syntax that supports the target service
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SFX Management Basics
SFX Terminology – Target Services
Target Services – the different link to syntaxes supported by targets
Examples:
•getAuthor – link to an author’s record
•getFullTxt – link to the full text of a particular article from a Target
publisher
•getHolding - link to a record in a library catalog
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SFX Management Basics
SFX Terminology – Target Services
Target Services
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SFX Management Basics
SFX Terminology - Objects
Objects - The bibliographic record for an item (book or journal)
Contains:
•Title
•ISSN/E-ISSN
•CODEN
•Abbreviated titles (alternate)
•Object type
•Related objects (title or ISSN change)
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SFX Management Basics
SFX Terminology - Objects
Object
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SFX Management Basics
SFX Terminology – Object portfolios
Object Portfolios – Connect the Target Services and Objects
Example:
An object portfolio from EBSCOHost Academic Search Premier collection is different
from an object portfolio in LEXISNEXIS Academic collection
They can have different dates of coverage for different services/titles
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SFX Management Basics
How it all works
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SFX Management Basics
Using different targets/portfolios for full coverage
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SFX Management Basics
SFX Admin Module - KBManager
Login to http://sfx.sdln.net:3210/sfxadmin/sfxxxx (your library code follows sfx,
example sfxsda)
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SFX Management Basics
Search for Targets
Click Targets in the KBManager
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SFX Management Basics
Filter Target List
Find a target by using the Filter Target List box:
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SFX Management Basics
Filtered Target list
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SFX Management Basics
Filtered Target list – Active/Inactive
You can choose to see Active Resources, Inactive Resources, All Resources
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SFX Management Basics
Multiple Targets under one provider
Click the +
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SFX Management Basics
Icon Legend
Different options available in different locations
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SFX Management Basics
Target Services
Click S
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SFX Management Basics
L/P Values – Linking Parameters
Click L/P
This is where you will see username/password information, click E to edit
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