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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

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South Dakota Library Network

SFX Management Basics

South Dakota Library Network1200 University, Unit 9672Spearfish, SD 57799www.sdln.net

© South Dakota Library Network, 2012©Ex Libris (USA), 2011Modified for SDLNVersion 4

SFX Management Basics

Introduction – SFX, what the user sees

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SFX Management BasicsSFX Terminology - Sources Sources – where the user is coming from, beginning their searchResources 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 BasicsSFX Terminology - TargetsTargets – 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 BasicsSFX Terminology – Object portfoliosObject Portfolios – Connect the Target Services and ObjectsExample: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 BasicsHow 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 - KBManagerLogin 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 BasicsFiltered Target list – Active/Inactive

You can choose to see Active Resources, Inactive Resources, All Resources

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SFX Management BasicsMultiple 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 ServicesClick S

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SFX Management Basics

L/P Values – Linking ParametersClick L/P

This is where you will see username/password information, click E to edit

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