1. 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, 2010 ©Ex Libris (USA), 2009 Modified for SDLN Version 3

2. SFX Management Basics A – Z List Introduction 2 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

3. SFX Management Basics A- Z List How to access the list 3 Access the A-Z List at: http://sfx.sdln.net:3210/sfxxxx/az/http://sfx.sdln.net:3210/sfxxxx/az/ (sfxxxx is your instance, such as: sfxsda, sfxprn)

4. SFX Management Basics A-Z List Configuration Options 4 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

5. SFX Management Basics A-Z List – Configuration Options 5 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)http://sfx.sdln.net:3210/sfxadmin/sfxxxx Scroll down to: Click Configuration

6. SFX Management Basics SFX Admin Module - A ‐ Z configuration page 6

7. SFX Management Basics SFX Admin Module - HTML template 7 The following parameter can be set on the configuration page: An option to generate an HTML template file for a ʹ A ‐ Z Journals Quick Search Box ʹ which can be integrated into a library home page or portal.

8. SFX Management Basics SFX Admin Module - HTML template 8 After clicking the ‘Generate HTML template’ button, a pop ‐ up window will allow you to: Define settings Preview the page

9. SFX Management Basics SFX Admin Module – Display parameters 9 Parameters related to A ‐ Z display: Records per page – set the number of journals per page in result list Pages per list – number of pages displayed in the navigation at the top of each page, e.g.: If ‘5’ is chosen, the navigation section looks like this:, if ‘8’ is chosen, the navigation section looks like this: Select default view of A ‐ Z data: either ‘detailed’ or ‘table’ Default search – When the user access the A ‐ Z search, the title search that is selected by default. Options are: ‘Starts with’, ‘Contains’ or ‘Exact’ ‘Starts with’ results: Options are ‘Browse’ or ‘Search’ Enable Ajax for title search. This option turns on or off the AJAX AutoComplete feature

10. SFX Management Basics SFX Admin module – Display parameters 10 Parameters related to A ‐ Z display (cont): Message on the bottom of the AutoComplete list box. This option allows you to define the text which will be displayed when there are more results available. Default value of Pinyin checkbox – This option is valid only if the A ‐ Z List uses both Pinyin and Latin headers. Check this checkbox to have the Pinyin checked by default Hide user’s ability to switch between detailed and table views Hide CitationLinker Tab Include option to push journal information to MetaLib My eJournals list To use this option, select the Metalib link checkbox and enter the Metalib base URL (http://hermes.sdln.net/V) into the Metalib base URLhttp://hermes.sdln.net/V field

11. SFX Management Basics SFX Admin module – Content parameters 11 Parameters related to A ‐ Z content: Services to filter by ‐ active Full Text, Abstract, TOC, and Holding services can be displayed in the A ‐ Z List (more than one service type can be chosen) Target services to exclude ‐ select from this list of active targets/ target services any, which should be excluded from A ‐ Z List Select information to not be included in the A ‐ Z List. You can select one or more of the following: ISSN/LCCN/CODEN/Categories/Availability information/SFX button/ Note/Authentication

12. SFX Management Basics SFX Admin module – Language, title sorting parameters 12 Parameters related to language and title sorting in the A ‐ Z List: It is possible to define the default language and the additional languages to appear in the A ‐ Z language drop ‐ down. Not selecting any language in the ‘User Interface Language set’ will ensure that only the default A ‐ Z language appears, and no drop ‐ down will be offered to the user. The following three settings determine the sort order of the A ‐ Z results and appearance of headers in the Title tab of the A ‐ Z List: Select your country Select A ‐ Z title header(s): To do this, select one or more headers from the list by moving the header from the left to the right box, and determine the order in which the headers will be displayed (by using the ‘Up’ and ‘Down’ buttons). Each header will be displayed on a separate line. Select Latin language diacritics handling. Options are: USA All characters with diacritics are sorted as character-without-diacritics. For example ‘é’ is sorted as ‘e’. German All characters with umlaut are sorted as character-without-diacritics + ‘e’ The German letter ß is sorted as sz. Danish/Norwegian The following characters are sorted after ‘Z’: [ÄÆ] [ÖØ] ÅAll other diacritics are disregarded. Swedish The following characters are sorted after ‘Z’: Å Ä Ö The German letter ü is sorted as y. All other diacritics are disregarded.

13. SFX Management Basics SFX Admin Module - Multilanguage & Translation 13 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.

14. SFX Management Basics SFX Admin Module - Multilanguage & Translation 14 For each A ‐ Z profile, define in the SFXAdmin > Searchable A ‐ Z ver. 3 > Configuration 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

15. SFX Management Basics SFX Admin Module – Related Objects 15 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.

16. SFX Management Basics SFX Admin Module – Citation Linker 16 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.

17. SFX Management Basics SFX Admin Module – Citation Linker 17

18. SFX Management Basics A-Z List Creating the List 18 A-Z Index The index will be built, re-built on the server. Once individual instances have all their resources activated, please notify SDLN to run the index building command. We have the index building procedure set to run weekly.