1. SFX KnowledgeBase Update SFX Training, 2004

2. SFX KBUpdate Overview Released at the beginning of each month; update package available on Ex Libris FTP site Announcement on SFX customer mailing list with overview of update changes and any special instructions Applied by customer on local SFX server, when desired (but for ASP customers, Ex Libris applies the update)

3. SFX KBUpdate Overview SFX KnowledgeBase update consists of two parts; both parts will be applied when using the 'revision_update' program: Software update Updates files in sfxglb3 instance Creates symbolic links from the local instances to new files in the sfxglb3 instance Database update Updates database of all local instances (sfxlcl3, sfxtst3, etc.) in succession Updates sfxglb3 database, to be ready for next month's update program

4. SFX Package – Standard Installation sfxlcl3 app MySQL data sfxglb3sfxtst3 sfx_version_3 sfx_ver symbolic link sfxglb3 sfxlc3l sfxtst3 exlibris

5. How the Database Package is created MASTER1 MASTER2 (from last month) MASTER1 contains all the changes made to the database up until the point at which we create the kb package MASTER2 contains all the changes made to the database from LAST MONTH’s package

6. How the Database Package is created MASTER1 MASTER2 (from last month) ‘ delta ’ file

7. Database Update: Step 1 Updating the local databases For each table, field by field comparison using three databases New, updated and deleted items acted upon (or not) and noted New changes in delta file (package from Ex Libris) sfxglb3 DATABASE (no localization) sfxlcl3 DATABASE (localization)

8. Database Update: Step 2 Updating the sfx_global database; replace sfx_global database with new database Installation is then ready to run next month's update New changes in delta file (package from Ex Libris) sfxglb3 DATABASE (no localization)

9. 9 Database Update Rules KB content in local database is automatically updated if no local changes were made to the database field which should be updated KB content in local database is automatically deleted if no local changes were made to the database item which should be deleted New KB content (Targets, Target Services and Object Portfolios) is added as inactive by default Customer may choose to override update rules by applying setting at Target Service level:

10. 10 Database Update Reports Two formats: HTML and text (tab-delimited) Information about: Changed (and not changed) database items Deleted (and not deleted) database items New database items Note: When items in the database were not changed or deleted automatically because of local changes: check reports and change/delete manually if necessary

11. Database Update Reports: Text Report on ACTIVE and INACTIVE material

12. Database Update Reports: HTML Report on ACTIVE material only

13. 13 Revision short-cuts Step 1: set up your targets with ‘AutoActive’ and ‘Autoupdate’ using KBManager Step 2: set up the revision_update program as a background task (cron job) Step 3: minimal work required when checking the revision reports

14. 14 'AutoActive' overrides the rule in the standard update which states that new Portfolios added to the SFX KB during the update will be added as inactive. 'Automatic Update' overrides the rule in the standard update, which states that database items with local changes will not be updated or deleted automatically. Step 1: AutoActive and AutoUpdate

15. 15 Step 1: AutoActive and AutoUpdate 1.Set all aggregator databases you subscribe to, such as EbscoHOST or Gale (where you subscribe to the whole package) to ‘AutoActive’ to reduce the amount of manual work necessary after the KBupdate. 2.Set other full text packages to ‘AutoUpdate’ depending on how strongly you want to monitor changes and deletions in your local SFX KnowledgeBase.

16. 16 Step 2: run revision_update as background task Needed: unix root password database passwords of all instances in txt file Two options: Cron job Run revision_update process in background

17. 17 Step 3: minimal revision reports checking: HTML reports Check the ‘not changed’ and ‘not deleted’ sections for all tables. Use ‘KB’ button to make the change/deletion in the database if necessary NOTE: You should see only a few items in these sections of the report. If you get a lot, contact sfx_help for advice Target Service parse_params are the most likely candidates in these categories, and the most important to keep an eye on.

19. 19 Step 3: minimal revision reports checking: TEXT reports Use Microsoft Excel to open the files and use the ‘Sort’ option to filter on: ‘Availability’ to view items which are ACTIVE ‘ Target’ or ‘Target Service’ to look for specific collections where items were added/changed/deleted

21. www.exlibrisgroup.com/sfx.htm sfx_help@exlibris-usa.com