Object Portfolios
To view a list of object portfolios for a target, click the Portfolio button 
next to the target whose object portfolios you want to view. The List of Object Portfolios window opens:
next to the target whose object portfolios you want to view. The List of Object Portfolios window opens:
The Navigation bar contains the following sections:
- Find portfolio by – Search for a portfolio based on one of the following:
- Title
- ISSN
- ISBN
- Object ID
- Jump to page – Jump to a specific page.
- Available – The number of portfolios in the table.
- Database – The name of the database in which you are currently working.
- Back to Search – Move back to the target search results
- Back to Targets – Move back to the List of Targets.
- Back to List of Services – Move back to the List of Services.
The lower part of the work area displays the available object portfolios. Each row of this table is structured in the following way:
Check box – Select a check box next to a source to mark the source for deletion.
Edit button – Click to edit the portfolio.
View button – Click to view the portfolio.- Service – The name of the target service
- Object – The ISSN or ISBN of the object
- Title – The title of the object
- Threshold – The active threshold. In most cases, the global threshold is displayed, unless the local threshold field contains local information specific to the institution’s digital environment.
- Modified — The date on which the item was last modified. This date is updated when the item is changed by the customer, or by Ex Libris as part of the global KnowledgeBase update.
- Local – One of the following icons is displayed:
Global – part of the global KnowledgeBase created and maintained by Ex Libris
Localized – global item with a local threshold, and/or parse_param added by the customer for either default or institute or with a Authentication Note and/or a General Note added by the customer.
Local – locally created by the customer
If the icon has a pencil, an internal description exists for the portfolio.
Active/Inactive indicator – Click to toggle the activation status indicator for the item. If institutes specific activationsare defined, the Institution column appears. The Institute icon 
is displayed in yellow if institute settings exist for the portfolio. (For more information about institutes, refer to the Institute Feature section of the SFX Advanced User's Guide.)
Copy button – Click to copy the object’s information to create a new object.
Test SFX button – Click to generate a new SFX menu that contains a link to this object in order to test linking to it.
The sorting of the List of Object Portfolios is controlled by the following two fields of the extra section in the config/sfxctrl.config configuration file of each local instance:
- sort_portfolio – The field by which to sort the portfolios. Possible values are by_title, object_identifier, and 0.
- default_sort_portfolio_max_num – The maximum number of portfolios on which to perform a sort. If the number of portfolios exceeds this number, no sorting is conducted initially. However, if you click the ID or Title column header, the portfolios are sorted according to your selection.
The following activities are available for object portfolios:
- Editing Object Portfolios
- Viewing Object Portfolios
- Activating Object Portfolios
- Deactivating Object Portfolios
- Adding Object Portfolios
- Deleting Object Portfolios
Editing Object Portfolios
You can edit an object portfolio from the List of Object Portfolios.
To edit an object portfolio:
- Click the Edit button next to the object portfolio you want to edit. The Edit Object Portfolios dialog box opens:
Edit Object Portfolio
- Edit the fields according to the following table:
| Field | Description |
|---|---|
| Object | The object ID |
| ISSN | The ISSN of the object |
| Title | The title of the object |
| Availability | Indicates if the object portfolio is active. If institutes have been defined in the instance, the Institute field is displayed, indicating the activation per institute. For more information about institutes, refer to the Institute Feature section of the SFX Advanced User's Guide. |
| Target Service Parser | Contains the name of the target parser that creates the URLs needed when linking to a particular target service. For more information, see Target Parsers. |
| Parser and Parse Param | Contains information that is used by the target parser to create URLs. Fill in the parameters that apply to the whole target service—for example, the base URL. For more information, see Target Parsers. |
| Use Proxy | Select if a proxy server needs to be used to connect to a particular object portfolio. |
| Threshold | Limitations on the availability of this object portfolio. |
| Authentication Note |
User authentication to be displayed in the SFX menu. For example, you can enter the user name and password needed to log on to the target. HTML tags can be used to make text italic or bold. For example: Authentication needed - login:<B>bibuser</B> – password:<B>xxxxx</B> To assign different local authentication notes per language defined in the instance, click the Globe icon. The globe icon appears gray if no local translations exist and appears yellow if local translations were added. |
| General Note | General information to be displayed in the SFX menu. HTML tags can be used to make text italic or bold. To assign different local authentication notes per language defined in the instance, click the Globe icon. The globe icon appears gray if no local translations exist and appears yellow if local translations were added. |
| Internal Description | Internal notes for a target. These are displayed only in the Admin Center interface. |
| Send to Ex Libris | If the information related to a portfolio has changed, you can inform Ex Libris by sending an e-mail message. The new information is then verified and included in a future update of the SFX database. |
Some HTML/JS tags are not allowed in KBManager fields for security reasons (to prevent XSS). It is possible to disable XSS for specific fields, for example, if you want to embed license information in iframes in the SFX menu. For more information on disabling XSS, see the XSS - Cross-Site Scripting Security Breach section of the SFX System Administration Guide.
- For additional details, click the Additional Details tab.
- To confirm your changes, click Submit.
Viewing Object Portfolios
You can view object portfolios from the List of Object Portfolios.
To view an object portfolio:
- Click the View button . The View Object Portfolio dialog box opens:
View Object Portfolio
- To edit the object portfolio, click Edit. For more information on editing object portfolios, see Editing Object Portfolios.
- For additional details, click the Additional Details tab.
Activating Object Portfolios
Activate object portfolios if they are objects to which linking is possible. This means:
- You have a target parser that supports the service to which this object belongs.
- Your institution has the privileges to access the object portfolio.
To activate an object portfolio, click the gray arrow . The arrow becomes green . To activate all object portfolios, click Activate All. Alternatively, select the check boxes next to the object portfolios you want to activate and click Activate.
. The arrow becomes green . To activate all object portfolios, click Activate All. Alternatively, select the check boxes next to the object portfolios you want to activate and click Activate.Deactivating Object Portfolios
To deactivate an object portfolio, click the green arrow . The arrow becomes gray . To deactivate all object portfolios, click Deactivate All. Alternatively, select the check boxes next to the object portfolios you want to deactivate and click Deactivate.
. The arrow becomes gray . To deactivate all object portfolios, click Deactivate All. Alternatively, select the check boxes next to the object portfolios you want to deactivate and click Deactivate.When the last object portfolio for a particular target service is deactivated and only that target service is active for the target, the following message is displayed:
Warning When Deleting the Last Object Portfolio for a Target Service
Adding Object Portfolios
You can add object portfolios to the List of Object Portfolios.
To add an object portfolio:
- Click the Add New Portfolio button. The Add Object Portfolio dialog box opens:
Add Object Portfolio
- Fill in the fields according tovEdit Object Portfolio. The target service and object fields are mandatory.
- In the Threshold field, fill in a global threshold. Global fields are editable when you create a portfolio, because the portfolio is “owned” by the instance user.
In the future, when you are able to contribute data to the SFX global KnowledgeBase, it will be necessary to provide global threshold information that is applicable to all customers when contributing the data.
Local threshold information can be added – if it is different from the global threshold – by editing the portfolio and clicking Add Local for the threshold.
- Select a linking level from the Linking Level drop-down list. The linking level is the level to which links can be created when using the specific target service or object portfolio. Certain vendors may provide linking options directly to an article, while others may provide linking only to the journal or database home page.
Linking level information can be used to select the preferred service for DirectLinking. For DirectLink configuration options, see DirectLink. Linking level information is stored in both the TARGET_SERVICE and OBJECT_PORTFOLIO tables.
The following are possible linking level values:
- Article
- Article DOI
- Book
- Citation
- Database
- Inherit
- Issue
- Journal
- Volume
You can also add a new object portfolio by clicking the Copy button provided for each of the existing object portfolios. A new dialog box opens, containing information identical to the object portfolio you used as a starting point. Modify the information, if necessary.
- To search for an object, enter an ID (ObjectID/ISSN/ISBN) or title and click Find Object to select the object for which you want to create a portfolio. For more information on searching for objects, see Searching for Objects.
- To confirm your changes, click Submit.
The object portfolio is added.
When adding a new object portfolio, be sure to check whether the target parser in your SFX instance supports this object and ensure that you have all the information needed to link to it (for more information, see Target Parsers).
Instead of adding the object portfolio locally, you can ask Ex Libris to include it in a future update.
Instead of adding the object portfolio locally, you can ask Ex Libris to include it in a future update.
Deleting Object Portfolios
You can delete object portfolios from the List of Object Portfolios.
To delete an object portfolios:
- Select the check box next to the object portfolio you want to delete.
- Click Delete.
The object portfolio is deleted.
- Only locally created targets, target services, and object portfolios can be deleted. SFX prevents you from deleting a target, target service, and object portfolio provided by Ex Libris.
- There is no rollback in KBManager. Once you have confirmed the deletion, all object portfolio data is lost.