Description:

The SFX Foundations course covers the basics of SFX for new SFX users, as well as current SFX users who need to refresh their skills in SFX tasks.

Please follow the order of the lesson, and complete the related exercises.

Course objectives:

• Become familiar with the terminology used by SFX
• Understand the different pieces of data within SFX and how they relate to one another
• Be able to find individual bibliographic items within SFX
• Be able to activate an ejournal package where license all of the content the provider sells for that particular package
• Be able to input your own institution specific local holdings for an item in SFX

This course requires the use of AT&T Connect Participant Application to view the recordings. Please download and install it from here.

This course includes the following sessions:

Module 1 - Sfx Introduction & First Steps

• Lesson 1.1- User Experience and Terminology
• Lesson 1.2- Knowledge Base and Navigation
• Lesson 1.3- Aggregator Target
• Lesson 1.4- Thresholds
• Module 1 handout

Module 2 - Sfx Targets - Activation and Settings

• Lesson 2.1- Selective Targets
• Lesson 2.2- Dataloader Tool Use
• Lesson 2.3- Proxy And User Parameter Settings

• Module 2 handout

Module 3 - Sfx Linking - Behind the Scenes with OpenURL 

• Lesson 3.1- SFX Linking Process
• Lesson 3.2- Source Link and OpenUrl
• Lesson 3.3- Target Links

• Module 3 handout

Module 4 - KB Management and Reporting

• Lesson 4.1- CrossRef And DOI
• Lesson 4.2- Local Targets and Portfolios
• Lesson 4.3- Statistics and Basic Reports

• Module 4 handout

Module 5- SFX User Interface - SFX Menu and A-Z List

• Lesson 5.1- Menu Interface Design
• Lesson 5.2- Menu Targets And Services
• Lesson 5.3- A-Z List Design And Update

• Module 5 handout
• SFX Workbook (used for configuration of the SFX menu and A-Z list)

Module 6- SFX Systems Administration

• Lesson 6.1- Directory Structure And Files
• Lesson 6.2- Update Process And Settings
• Lesson 6.3- Server Administration Utilities
• Lesson 6.4- Course Wrap-Up

• Module 6 handout

Course duration:

5 hours 9 minutes

Intended audience:

Collection development librarians, System librarians

Course handouts:

Agenda and Recording Guide Handout

Exercise Booklet