Objects

Objects Overview

The object-related tables in the SFX KnowledgeBase store objects and information (or metadata) about objects.

The following table lists the data fields available for objects:

Object Fields
Item	Description
Language	The language in which the object is written.
Peer Reviewed	Indicates whether the object is peer reviewed.
Object_Type	SERIALS CONFERENCE JOURNAL NEWSPAPER SERIES TRANSCRIPT WIRE DATABASE MONOGRAPHS BOOK CD DISSERTATION DOCUMENT MANUSCRIPT PROCEEDING REPORT VIDEO AUDIO SCORE
Main	The full title of the object. For Chinese objects, there are two types of Main titles: MAIN SIMPLIFIED MAIN TRADITIONAL
Secondary	A secondary title of the object: TRANSLATION ABBREVIATION UNIFORM ROMANIZATION - Pinyin (for Chinese) WRITING_SYSTEM - Hangul (for Korean) WRITING_SYSTEM - Hiragana (for Japanese)
Non-filing Character	The character of the title to consider for sorting.
Language (Title)	The language into which the title is translated. Available when secondary title type is translation.
ISSN (PRINT) (for serials)	The ISSN number. When adding an ISSN value to the SFX KnowledgeBase, SFX performs the following validation and normalization procedure: All hyphens and uppercase letters are removed from the string. The value is checked to see whether it consists of either 8 or 7 plus X. If this check fails, the incoming ISSN is rejected and not stored in the SFX database. If the check passes, perform the ISBS checksum test. Regardless of whether or not the ISSN checksum test passes or fails, SFX stores the ISSN in the SFX database, except if SFX finds that an identical ISSN already exists in the database.
eISSN (for serials)	The eISSN number for electronic material.
ISBN (for monographs)	The ISBN number (for monographs). When adding an ISBN value to the SFX KnowledgeBase, SFX performs the following validation and normalization procedure: All hyphens and uppercase letters are removed from the string. The value is checked to see whether it consists of either 10 or 13 digits or 9/12 digits plus X. If this check fails, the incoming ISBN is rejected and not stored in the SFX database. If the check passes, perform the ISBN checksum test. If the ISBN checksum test passes, include the correct hyphenation and save it in the database. If the ISBN checksum test fails, keep the value without hyphenation and save it as is in the database. When the ISBN is displayed in the List of Objects and List of Object Portfolio pages, the 13 digit version is displayed. In the View Object and Edit Object pages, both the 10 digit and 13 digit versions are displayed. When storing ISBNs in the SFX database: ISBN-10 values are stored in the SFX database in ISBN-10 format. ISBN-13 values starting with 978 are converted to ISBN-10 and stored in the SFX database in ISBN-10 format. ISBN-13 values starting with 979 are stored in the SFX database in ISBN-13 format. If SFX finds that an identical ISBN already exists in the database with the same type (print, electronic, or incorrect), the ISBN is not added.
eISBN (for monographs)	The eISBN number for electronic material.
LCCN	The Library of Congress Control Number. The SFX KB stores the canonical version of the LCCN – including spaces, prefixes, and suffixes.
OCLC	The OCLC control number.
CODEN (for serials)	The CODEN number.
DOI (for monographs)	The digital object identifier number.
ZDB_ID (for serials)	The identifier as assigned by the ZDB-Katalog (Zeitschriftendatenbank). This ID can be added only by Ex Libris for global objects and cannot be used for searching. It is displayed only in the KBManager > View Object window.
Author (for monographs)	The author of the object.
LOCAL	Indicates whether the object is local or global.
Publisher Name	The name of the publisher of the object.
Place of Publication	The place where the object was published.
Edition	The edition of the object (The value can be either text or a numerical value, for example – Third edition or 3rd ed.)
Date of Publication	The date on which the object was published.
Relation (See Relation Types Used in SFX for an explanation of each relation)	Proceeding Series Proceeding Item Other Edition Series Series Item Continues Continued By Continues In Part Continued In Part By Merged Into Formed by the Union of Split Into Absorbed By Absorbed Absorbed in Part By Absorbed in Part Related Supplement / Supplement Parent Translation Entry
Categories	The categories with which the object has been associated.
Subcategories	The sub-categories with which the object has been associated.
Additional Data	Additional data of the object: Owner Created by Object record last updated by Last localization change by Latest release this object was included in

The following table describes the relation types used to describe the relationships between objects in SFX.

Relation Types Used in SFX
Relation	Description	Relation as Stored in the SFX DB KB_RELATION Table
Proceeding Series	The proceeding series of which the main object is a part.	PROCEEDING_SERIES
Proceeding Item	The proceeding publication part of the main object.	PROCEEDING_ITEM
Other Edition	Different edition of the same journal (this is used in case of different language or different place of publication).	OTHER_EDITION
Other Book Edition	Different edition of the same book (printed in the same language).	OTHER_BOOK_EDITION
Continues	The discontinued publication that is continued by the object.	CONTINUES
Continued By	A publication that continues the object.	CONTINUED_BY
Continues In Part	A discontinued publication that is partially continued by the object.	CONTINUES_IN_PART
Continued In Part By	A publication that partially continues the object.	CONTINUED_IN_PART_BY
Merged Into	A publication into which the object has been merged.	MERGED_INTO
Formed by the Union of	The main object consists of the contents of a union of several previous publications.	FORMED_BY_THE_UNION_OF
Split Into	The publications into which the object is split.	SPLIT_INTO
Absorbed By	The publication into which the object has been absorbed.	ABSORBED_BY
Absorbed in Part by	The publication into which the object has been partially absorbed	ABSORBED_IN_PART
Related	General Relation. Used previously in SFX (deprecated). Not updated from the Library of Congress.	RELATED
Supplement	The publication that supplements the object.	SUPPLEMENT
Supplement Parent	The publication that is supplemented by the object.	SUPPLEMENT_PARENT
Translation Entry	Multilingual versions of the object.	TRANSLATION_ENTRY
Series	The publication that is the series title under which the object has been published.	SERIES
Series Item	The publication that is part of the series object.	SERIES_ITEM

Searching for Objects

You can search for objects in the SFX database.

To search for an object:

From the KBManager section of the Data Management area, click Objects. The Search Objects window opens:

Search Objects

By default, three drop-down lists are displayed.

You can configure which identifiers are available from the drop-down lists from the admin.config configuration file.

From the drop-down lists, select one of the following identifiers:

Title – Selecting this identifier displays a drop-down list with the following options:
- starts with
- contains
- exact

Exact searches for CJK titles behave like a Starts With search for titles longer than 42 characters. This is because title search keys for CJK characters are limited to 255 characters (where each CJK character after normalization requires 6 characters).

The search is performed for all title types (main, abbreviated, and so forth)

ISSN – The search is performed for all types (electronic, incorrect, and print) and can be with or without dashes
ISBN – The search is performed for all types (electronic, incorrect, and print) and can be with or without dashes.
CODEN – The search is performed for a complete six-character string or using right truncation.
DOI – The search is performed for an exact match, no truncation.
LCCN – The search is performed for an exact match, no truncation.
OCLC – The search is performed for an exact match, no truncation.
Publisher – The search is performed for a complete or partial publisher name (by using a contains search).
Place of Publication – The search is performed for a complete or partial publication place (by using a contains search).
OBJECT_ID – The search is performed for an exact match, no truncation.
Object Type – From the drop-down list, select an object type.
Object Language – From the drop-down list, select a language.
LOCAL– The search is performed for a complete LOCAL value or using right truncation
Category – From the drop-down list, select a category.
Author Personal – The search is performed for an exact match, no truncation.
Author Corporate – The search is performed for an exact match, no truncation.
Author Meeting – The search is performed for an exact match, no truncation.

Truncation is performed by entering the beginning of the search term, followed by an asterisk (*).

Depending on the identifier you choose, another drop-down list or text box opens. From the drop-down list, select an item and enter text in the text box.
To add additional conditions to the search, click Add Condition.
Click Search.

The List of Search Results window opens with the search results:

List of Search Results

Each row of this table is structured in the following way:

View button – Click to view object details.
Edit button – Click to edit object details.
Delete button – Click to delete objects (local objects only).
ID – The value displayed is determined by the following order of priority:
- ISSN
- ISBN
- LCCN
- OCLC
- CODEN
- DOI
- LOCAL
- OBJECT_ID
Title – The title of the object.
Author – The author of the object (if available).
Date – The date of publication. Available only for monograph type objects (such as books), but not for serial type objects (such as journals).
Type – The type of the object.
Local – Indicates whether the object is global, localized, or local.
OP – A green dot is displayed if the object contains active object portfolios.
– Click to display the List of Portfolios.
– Click to display the SFX menu.

To sort the results, click ID or Title. By default, the results are sorted by ID.

When sorting by ID, if the list consists of IDs from different identifiers, the list first sorts by like identifier (ISSN, ISBN, and so forth) and then by ID within the identifier.

Viewing Objects

You can view an object from the List of Search Results.

To view an object:

Click the View button next to the object you want to view or click the object’s title. The View Object window opens:

View Object Details

For an explanation of the fields in the View Object Details dialog box, see Object Fields.

Click Portfolio List to see the List of Portfolios of the object. For more information, see Object Portfolios.

Editing Object Details

You can edit an object in the List of Search Results.

To edit an object:

Click the Edit button next to the object you want to edit.

If the object is global, the following window opens:

Edit Global Object

The global object attributes are not editable.

You can add the following local information to the object:

Local identifier
Local title
Non-filing character
Local Author (see the following step)

Click Add Author to add local author information to the object. The following is displayed:

Add Local Author

Add the following information:

Type – Personal, Corporate, or Meeting
Last Name
First Name/Initials
Additional, Main, or Alternative

Click Save. The local author is displayed when viewing the object details:

View Local Author Details

To display additional data, click .

If the object is local, the following window opens:

Edit Local Object

Edit the object details according to Table Object Fields.
To confirm your changes, click Save.

Viewing Object Portfolios

You can view object portfolios in the List of Search Results.

To view the object portfolios for the object, click the Portfolio button

. The List of Portfolios window opens:

List of Portfolios

SFX displays the targets, services, and thresholds of the object. Active targets and target services have a green dot displayed next to them. For more information on object portfolios, see Object Portfolios.

To define the default number of object portfolios displayed in the List of Portfolios, refer to the config/admin.config section of the SFX Advanced User’s Guide.
When displaying the list of portfolios for a particular object, the following filtering options exist:
Find portfolio by Service Type – select one of the following options from the drop-down list: All, getFullTxt, getSelectedFullTxt, GetAbstract, getTOC

Find portfolio by Targets – enter the name or part of the name of a target or subtarget

You can use both filters together. A boolean AND is used to combine the two filters.

Activating Object Portfolios with OneClick Activation

When activating an object portfolio, if its target or target service are not activated, the following message is displayed:

OneClick Activation

To activate the target and target service, enter y.

If there are linking parameters for a target service, but the value is missing, the object portfolio cannot be activated and the following message is displayed:

OneClick Activation Error Message

Testing the SFX Menu

To test how the object looks in the SFX menu, click the SFX button

next to an object. For example:

Test SFX Menu

Adding an Object

You can add an object to the local OBJECT table.

To add an object:

Click Add Object from the List of Search Results. The Add Object window opens:

Add Object

The Add Object window is dynamic. The fields vary according to the language selected (for example, the Titles fields) and the object type selected (for the Identifiers, Imprint, and Authors fields).

For Japanese titles, SFX automatically adds Hiragana for Katakana and the reverse, so there is no need to add the additional title manually.

Fill in the fields as described in Table Object Fields.
To confirm your changes, click Save.

Customer Contributions

To enable the Customer Contributions feature, provide your SalesForce CRM credentials as described in the Troubleshooting and Debugging > Configuring Contact Support section of the SFX Advanced Users Guide. Additionally, the Customer Contribution feature has to be enabled for the SFXAdmin user as described in the User Administration > Configuring Customer Contributions section of the SFX Advanced Users Guide.

You can contribute changes to the SFX global knowledgebase for the following targets in the SFX KnowledgeBase:

MISCELLANEOUS_EJOURNALS
MISCELLANEOUS_FREE_EJOURNALS
MISCELLANEOUS_EBOOKS
MISCELLANEOUS_FREE_EBOOKS
US_GOVERNMENT_DOCUMENTS_FREE

The following changes can be contributed for these targets:

updates to thresholds or parse params of object portfolios
new object portfolios

The information contributed to the SFX KnowledgeBase should be applicable to all customers. Portfolios with data that is only locally relevant (for example, local coverage or local linking information) should not be contributed.

The user profile you use must be configured to allow contributions. For more information, see the Configuring Customer Contributions section of the SFX Advanced User’s Guide.

The Contribute button is displayed when you view object portfolios that have been changed:

Contribute Button

Click the Contribute button to contribute the change. This creates a CRM case for evaluation by the content team. You are notified by email when the change is included in the SFX CKB or if the contribution is rejected.

To ensure that you can use the Customer Contributions feature, provide your SalesForce CRM credentials by following the instructions described in the Troubleshooting and Debugging > Configuring Contact Support section of the SFX Advanced Users Guide.