Menu Design – General Configuration
Click Menu Configuration from the Configuration section of the Setup & Administration area. Click the Menu Design tab. The following window opens.
Menu Design – General Configuration
This section describes how to select a template set, as well as additional configuration settings that are applicable to all SFX menu templates.
Selecting a Template
This section describes how to select a template set.
To select a template:
- Click Select a template. The available template sets are displayed. The active template seen by end users is noted on the right side of the template list.
- Select the template you want to use for the SFX menu in the list box and select Activate selected template after submit to confirm.
- Click Submit. A warning message is displayed.
- Click Yes to confirm the change of template.
The SFX menu appearance is altered according to the new template.
The menu consists of:
- A header image, in this case the Ex Libris corporate logo
- A banner with a short summary of the record. The banner can also include a language drop-down list and a banner logo (in this case, the SFX logo).
- A list of services. Each target service is comprised of two parts:
- The name of the target—for example, EBSCOhost Academic Search Premier. The name of a target can be changed by editing the target’s Public Name field in the target edit window in KBManager. (See Editing Targets for more information.) This text cannot currently be translated into multiple languages.
- The service, for example, Full-text available via. Changes can be made to this text using the Translations & Display section of the SFX Admin Center. This is described in the Force Targets to Display at the Bottom of a List of Services section of the SFX Advanced User’s Guide.
- A copyright statement
The services in the SFX menu are grouped into two main groups:
- Basic services – Appear immediately when loading the SFX menu.
- Advanced services – Appear only when you click More options.
This grouping is controlled by a configuration option called Collapsible Menu. For more information about this configuration option, refer to the Defining the Basic Group of Services section of the SFX Advanced User’s Guide.
Timediff Warning
Some articles may not be displayed in the SFX menu if they have an embargo or moving wall period. (For more information concerning embargoes and moving walls, see Moving Wall/Embargo.) You can have a warning displayed in the SFX menu that an article may not be available because of an embargo or moving wall period. Select the checkbox to display the warning in the SFX menu. To have a tooltip display to explain the warning, select Enable tooltip for timediff warning.
The following is an example of the SFX menu with the warning displayed:
Embargo Warning
Giving Preference to the Original Source
The sorting algorithm of the target list in the SFX menu takes the source of the record into account when linking from Primo Central. When Primo Central is the OpenURL source, services via SFX targets that match the record source in Primo Central are now displayed at the top of the list presented in the SFX Menu.
For example, when an OpenURL is sent to SFX by Primo Central for a record that originated from Gale (SID values include Primo Central and Gale), Gale targets (if activated) are presented at the top of the SFX menu list of targets.
Note that this functionality overrides target sorting and does not interfere with display logic rules.
By default, this option is turned on, but the option can be deactivated by clearing the relevant check box.
The mapping between Primo Central sources and SFX targets is defined in the following global configuration file:
config/source_to_target_mapping.txt
Note that this a global file that should not be changed. It is updated as part of the weekly KB updates.
The following is the format of the file:
|
Section "mapping" <string in the 'sid' value of the Primo Central openurl> <string in the SFX_TARGET_INTERNAL_NAME> EndSection |
The following is an example of the Primo sid:
rfr_id=info:sid/primo.exlibrisgroup.com:primo3-Article-gale_ofa
From this sid, SFX extracts the word from last hyphen (-) until the end of the sid. The word is matched against the list of Primo Central 'sid' values in the configuration file, and SFX then checks the corresponding target name to see if it exists in the target list of the SFX menu.
For example:
|
Section "mapping" (...) gale_ofa GALEGROUP.* (...) EndSection |
Giving Preference to Links Using Vendor Identifiers Validated by Ex Libris as Preferred Linking IDs
SFX supports links that use article IDs instead of metadata to link to provider platforms, to enhance linking accuracy. By default, if a service in the SFX menu uses a vendor identifier for linking, the service automatically gets a higher priority setting than services that do not support such direct linking. Such a service is pushed to the top of the SFX menu list of services – it is displayed as the first service in the list. If Direct Link is turned on, it is available for this service.
Vendor identifiers (such as article level record numbers or DOIs) are typically provided when a user is coming from Primo Central.
The following providers are currently on the preferred linking ID list:
| Provider | CTXO Attribute Used For Preferred Linking By Identifier |
|---|---|
| Cambridge University Press | rft_cupid, rft.doi |
| Elsevier ScienceDirect | rft.doi |
| Erudit | rft_eruid, rft.doi |
| Gale | rft_galeid |
| Ingenta | rft_ingid |
| Institute of Physics (IOP) | rft.doi |
| JSTOR | rft.doi |
| Nurimedia | rft_nurid |
| Proquest | rft_pqid |
| Sage | rft.doi |
| Springer | rft.doi |
| Taylor&Francis | rft.doi |
| Thieme | rft.doi |
By default, the preferred link target behavior is active. To deactivate this feature, clear the following option from SFXAdmin > Menu configuration > General:
As the first target(s) in the SFX menu, display services in case they use vendor identifiers validated by Ex Libris as preferred linking IDs.
Enabling/Disabling the Mobile SFX Menu View
You can choose to enable or disable the mobile SFX menu view (including the mobile version of the multi-object menu and direct link banner) for all sources or enable for all sources except Primo. Select one of the following options:
- Enable for all sources – the mobile SFX menu is displayed for all sources.
- Enable for all sources except Primo – the mobile SFX menu is displayed for all sources except Primo, which instead displays the regular version of the SFX menu. This option is selected by default because the SFX menu mobile UI is optimized for standalone use and works by detecting the device, not the screen size. This works differently in Primo, especially for tablets, where the SFX menu usually appears embedded within a Primo tab.
- Disable – the mobile SFX menu is not displayed for any source. Instead, the regular version of the SFX menu is displayed. This option disables the mobile view only for the SFX menu, multi-object menu, and direct link banner, but NOT for CitationLinker. For the A-Z List and CitationLinker, there is no option to not display the mobile view.
By default, the option to enable for all sources except Primo is selected.
For more information concerning the mobile SFX menu, see Mobile SFX Menu.
Display SFX Menu Without Banner if User Coming From Primo
You can choose to have SFX display the SFX menu without the header and banner information when coming from Primo, since in this case, the banner information is already displayed. Instead, only the list of services and copyright statement will be shown in the SFX menu.
Show Language Drop-Down
You can choose to display the language drop-down list in the SFX menu. The default is to not display the drop-down list.
Select the languages you want displayed in the language drop-down list of the SFX menu.
Report Broken Link
You can choose to display a Report broken link link in the SFX menu.
The following types of services can be displayed in the Report Broken link option:
- getAbstract
- getFullTxt
- getSelectedFullTxt
- getTOC
To send copy of the report to a library e-mail address, enter the email addresses to which you want to send a copy of the report.
You can choose to allow end users to specify an e-mail address to receive follow-up information from the library. This option is only available if an email address has been entered in the previous step.
For more information on the Report Broken Link functionality, see Report Broken Link.
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