South Dakota Library Network
SFX Management Basics
Thresholds, L/P Values &
Proxy Servers
South Dakota Library Network
1200 University, Unit 9672
Spearfish, SD 57799
www.sdln.net
© South Dakota Library Network, 2012
©Ex Libris (USA), 2012
Modified for SDLN
Version 4
SFX Management Basics
Thresholds – what is a threshold?
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
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SFX Management Basics
Thresholds – Two categories
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
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SFX Management Basics
Thresholds – different types
•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')
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SFX Management Basics
Create a Threshold – search for titles
Search for a title: click
Objects in the KBManager
Search for a title:
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SFX Management Basics
Create a Threshold – retrieve active portfolios
Click P to see Object Portfolios,
then click Show Active
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SFX Management Basics
Create a Threshold – choose portfolio
Choose Portfolio to Edit, Click E
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SFX Management Basics
Create a Threshold – edit portfolio
Click Add Local
Threshold box
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SFX Management Basics
Create a Threshold – edit portfolio
Click Compose
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SFX Management Basics
Create a Threshold – edit portfolio
Enter your information
Click Submit
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SFX Management Basics
Create a Threshold – confirm edits
Click Submit
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SFX Management Basics
Create a Threshold – save edits
Click Submit
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SFX Management Basics
L/P Values – Linking Parameters
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
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SFX Management Basics
L/P Values – search for a target
Click Targets in the KBManager
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SFX Management Basics
L/P Values – search for a target
Find a target by using the Filter Target List box:
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SFX Management Basics
L/P Values – search for a target
Select target to work with, click S for target services
Click L/P
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SFX Management Basics
L/P Values – flag value
Click E to edit flag value
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SFX Management Basics
L/P Values – flag value
Input flag value (username/password) from vendor, click Submit
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SFX Management Basics
L/P Value – flag value updated
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SFX Management Basics
Proxy Servers
Input the proxy server’s information under:
Configuration, Menu Configuration
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SFX Management Basics
Proxy Servers
Input the proxy server’s information under:
Proxy/CrossRef, click Add Proxy Settings
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SFX Management Basics
Proxy Servers – add proxy settings
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SFX Management Basics
Proxy Servers - use
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.
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SFX Management Basics
Proxy Servers – use
With selective use, make sure to
Edit the Target Service by
clicking in the Use Proxy box
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