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, 2012 ©Ex Libris (USA), 2011 Modified for SDLN Version 4 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 2 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) 3 SFX Management Basics 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 4 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) Click on Configuration, A-Z List 5 SFX Management Basics SFX Admin Module - A‐Z configuration page 6 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 ʹSFX A‐Z List Quick Search Boxʹ which can be integrated into a library home page or portal. 7 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 8 SFX Management Basics SFX Admin Module – Display parameters 9 SFX Management Basics SFX Admin module – Content parameters 10 SFX Management Basics SFX Admin module – Language parameters 11 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. 12 SFX Management Basics SFX Admin Module - Multilanguage & Translation For each A‐Z profile, define in the Language 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 13 SFX Management Basics SFX Admin Module - Multilanguage & Translation 14 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. 15 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. 16 SFX Management Basics SFX Admin Module – Citation Linker 17 SFX Management Basics A-Z List Creating the List A-Z Index The index will be built, re-built on the server. Once all resources are activated, please notify SDLN to run the index building command. We have the index building procedure set to run weekly. 18