SFX Admin Lite
You can use a simplified version of the SFX Admin Center to perform basic administration tasks such as searching for objects, activating and deactivating object portfolios, and running statistic reports. A recorded lesson about working with the new SFX Admin Lite profile is available to all SFX customers on the Ex Libris Learning Center at http://learn.exlibrisgroup.com/course/view.php?id=213 (enrollment key: adm1nl1te).
SFX Admin Lite
The interface has the following features:
- KB Manager – Objects: Find object and object portfolio information in the SFX database
- Statistics
- Queries – Schedule a query to produce a statistic report
- Scheduled Queries List – View a list of scheduled queries
Searching for Objects
You can search for objects in the SFX database with the SFX Admin Lite.
To search for objects with the SFX Admin Lite:
- From the KBManager section of the SFX Admin Lite, click Objects. The Search Objects window opens:
By default, three drop-down lists are displayed.
- 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 publisher name or using right truncation.
- Place of Publication – The search is performed for an exact match, no truncation.
- 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.- 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).
- Type – The type of the object.
- 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.
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:
. The List of Portfolios window opens:
List of Portfolios
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.
- Back to Search Results – Move back to the list of search results.
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 portfolio to mark the portfolio for activation.
- Package – The name of the package in which the portfolio is located.
- Service – The name of the target service.
- Coverage – The time period for which you have coverage for the portfolio.
Active/Inactive indicator – Click to toggle the activation status indicator for the portfolio.
Test SFX button – Click to generate a new SFX menu that contains a link to this portfolio in order to test linking to it.
Editing Coverage Information
You can edit coverage information from the List of Portfolios window.
To edit coverage information:
- Click the coverage link of the portfolio whose coverage information you want to edit. The Edit Coverage window opens:
Edit Coverage
- Edit the fields according to the following table:
| Field | Description |
|---|---|
| Object ID | The object ID |
| ISSN | The ISSN of the object |
| Title | The title of the object |
| Current Coverage | The current coverage information |
| Embargo/Moving Wall | Indicates an embargo period. An embargo is a time period for which a journal is not available in a full text database. A moving wall (also called a rolling year) is any period of 12 consecutive months for which coverage is available. |
| First/Last/Exact Publication | Fill in the date boundaries for the publication dates. |
- To clear coverage information from the fields, click Clear Coverage Range.
- To add additional coverage range, click Add Coverage Range.
- Click Submit.
To restore coverage information to the default settings, clear the coverage information and click Submit.
Activating Object Portfolios
To activate an object portfolio, click the gray arrow 
. The arrow becomes green . Alternatively, select the check boxes next to the object portfolios you want to activate and click Activate.
. The arrow becomes green . Alternatively, select the check boxes next to the object portfolios you want to activate and click Activate.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:
Missing Information Message
Deactivating Object Portfolios
To deactivate an object portfolio, click the green arrow . The arrow becomes gray . Alternatively, select the check boxes next to the object portfolios you want to deactivate and click Deactivate.
. The arrow becomes gray . Alternatively, select the check boxes next to the object portfolios you want to deactivate and click Deactivate.Testing the SFX Menu
To test how the object looks in the SFX menu, click the SFX button next to an object. For example:
next to an object. For example:
Test SFX Menu