1. Semi-Automatic patch upgrade kit www.exlibrisgroup.com

2. -2--2- ALEPH server structure After initial installation, software directories (a50_5) are separated from the site-specific directories (u50_5). With this configuration, when the system is upgraded and a newer server version is installed, the a50_5 root is replaced, whereas the u50_5 root remains as is.

3. -3--3- Libraries Management a5x_5 Versus u5x_5 aleph a50_5 u50_5 ….. aleph alephm alephe (original) alephe (active) ndu01 ……

4. -4--4- UPGRADE - EXL Librarian’s tasks Analyze rep_changes Implement u5x_5 related changes on the customer site UNIX files /alephe/www_a_eng/ill-request-doc-head /alephe/www_server_defaults /alephe/error_eng/check_circ /usm01/tab/pc_tab_col.eng

5. -5--5- UPGRADE - EXL Librarian’s tasks PRE-HISTORY All implementation work was done manually web-page by web-page table by table template by template (Think about multi-database installation…)

6. -6--6- Semi-Automatic kit is coming... In general UPGRADE scripts compare ‘ rep_changed ’ web files and tables under a5x_5 and that under u5x_5 diff /aleph/a50_5/alephe/www_a_eng/scan-a /aleph/u50_5/alephe/www_a_eng/scan-a diff /aleph/a50_5/usm01/tab/pc_tab_col.eng /aleph/u50_5/lib01/tab/pc_tab_col.eng

7. -7--7- Semi-Automatic kit is coming... Localizations with base-suffixes are also searched, and the file in the a5x_5 version is also compared with the a5x_5.14.2.4 version to ensure that the fix has not already been installed. The script also takes into account localized html files existing in the a5x_5 directory created in the preparation of localized office and distributor versions.

8. -8--8- Semi-Automatic kit is coming... If no differences are found -> files are marked for direct copy from the new version (a50_5.14.2.4) into customer ’ s directory If there are differences -> the files are marked for manual update in the case of html files, and in the case of Aleph tables they will be marked in some cases for manual upgrade, and in others for automatic upgrade, depending on the nature of the fix.

9. -9--9- Semi-Automatic kit is coming... After running the automatic upgrade, the remaining defined subset of tables is updated manually

10. -10- 14.2.4 Patch Upgrade - Typical Savings In a typical 14.2.1 -14.2.4 automatic upgrade 34 out of 295 HTML changes were manual 8 out of 106 ALEPH tables were manual Work load - one day for automatic and manual configuration At least 4 days if all done manually

11. -11- Place new version as a5x_5.14.2.4 parallel to the active a5x_5 ( upgrade scripts are contained in the directory a5x_5.14.2.4/patch_upgrade/conv_to_14.2.4) Create u5x_5.14.2.4 parallel to active u50_5 (Under this directory, sub-directories are created as a container for the upgraded tables and web screens.) Create u5x_5.backup Patch Upgrade Steps

12. -12- Execute Upgrade Kit Patch Upgrade Steps

13. -13- Step1 - Create list of files to be copied The file ‘ dir_list ’ includes all directories located under u5x_5 that contain files that were rep_changed. It will be used for: Step 2 -- Copying the active table directories from u5x_5 to u5x_5.14.2.4 before running the scripts --Backing up the (old) active table directories in u5x_5 Step 9 -Overwriting the old table directories in u5_x with the new ones from u5x_5.14.2.4 before switching in the new version. Patch Upgrade Steps

14. -14- Step3 - Web pages comparison -u5x_5 special creation date -language sensitive comparison OUTPUT a5x_5.14.2.4/patch_upgrade/conv_to_14.2.4 /results/web web_to_copy.lng web_to_update.lng web_new.lng web_done.lng web_errors.lng Patch Upgrade Steps

15. -15- web_to_copy.lng - list of web pages that can be automatically copied from new patch (as they weren’t adapted by a client) web_to_update.lng - list of web pages that have to be updated manually web_new.lng - list of new web pages that can be automatically copied from new patch web_done.lng - list of web pages that shouldn’t be updated (as rep_changes has already been implemented locally) web_errors.lng - should be empty Web pages comparison OUTPUT

16. -16- Step 4 - Copy new and rep_changed (not customized) Web pages (from a5x_5.14.2.4 to u5x_5.14.2.4) Patch Upgrade Steps

17. -17- Step 5 - Create lib_tab_map (based on ‘updated_dir_list’ see step1) file of full paths of your tab directories, where we define : to which library every fix should be applied. Full paths of demo libraries, user libraries and new patch of demo libraries Patch Upgrade Steps

18. -18- Step 6 - Tables comparison -library code sensitive comparison OUTPUT a5x_5.14.2.4/patch_upgrade/conv_to_14.2.4 /results/tab tabs_to_copy tabs_to_update tabs_new tabs_done tabs_errors Patch Upgrade Steps

19. -19- tabs_to_copy - list of tables that can be automatically copied from new patch (as they weren’t adapted by a client) tabs_to_update - list of tables that have to be updated manually tabs_new - list of tables that can be automatically copied from new patch tabs_done - list of tables that shouldn’t be updated (as rep_changes has already been implemented locally) tabs_errors - should be empty Tables comparison OUTPUT

20. -20- Step 7 - Copy new and rep_changed (not customized) tables (from a5x_5.14.2.4 to u5x_5.14.2.4) Patch Upgrade Steps

21. -21- Step 8 - Automatic upgrade of rep_changed (customized) tables ### tables in tabs_to_update - part of them can be updated automatically using interactive update script Updated tables are copied into u5x_5.14.2.4 Patch Upgrade Steps

22. -22- From this stage there are two different ways to run a kit on a production server versus a test server... production server versus a test server

23. -23- -manual update (in u5x_5.14.2.4) -copy new u5x_5_14.2.4 to active u5x_5 (step 9) - local (u5x_5) adjustments -switch in 14.2.4 to be an active version -post-upgrade fixes -Indexes re-build (not necessary immediately after the switch) Production server

24. -24- manual changes are made in the active environment, since downtime is not such a critical issue Test server

25. -25- Want to see it in live ?