1. 1 SFX TotalCare: Activating Resources using SFX Admin Lite

2. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Alma, Aleph, Voyager, bX, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. © Ex Libris Ltd., 2014

3. 3 Agenda Terminology Overview Introduction to SFX Admin Lite SFX Resource Management Find and Activate/Deactivate Objects Add Local Thresholds Test SFX Menu Summary & Additional Resources

4. 4 How To… Activate or deactivate objects in the SFX Admin Lite interface Add local thresholds (date coverages) Test titles in the SFX menu Objectives

5. 5 Agenda Terminology Overview Introduction to SFX Admin Lite SFX Resource Management Find and Activate/Deactivate Objects Add Local Thresholds Test SFX Menu Summary & Additional Resources

6. 6 Terminology: Source Source: Where user starts his/her search Contact vendor to have SFX button appear in database interface Source list and information in SFX Source Configuration Guide

7. 7 Terminology: Targets Target Database that contains what users are searching for Service Connection information Object Portfolio Collection of objects associated with a target/target service Object Serial or monograph title

8. 8 Terminology: How they all relate TargetTarget ServiceObject PortfolioObject EBSCOHost Academic Search Premier getFulltxt21,735 e-journals Publisher’s Weekly ISSN 0000-0019

9. 9 Agenda Terminology Overview Introduction to SFX Admin Lite SFX Resource Management Find and Activate/Deactivate Objects Add Local Thresholds Test SFX Menu Summary & Additional Resources

10. 10 SFX Admin Lite

11. 11 Agenda Terminology Overview Introduction to SFX Admin Lite SFX Resource Management Find and Activate/Deactivate Objects Add Local Thresholds Test SFX Menu Summary & Additional Resources

12. 12 KB Manager: Objects Search for a publication title in SFX: Go to KBManager > Objects Select criteria in dropdown Enter search term Add conditions (optional) Click Search

13. 13 View Object

14. 14 Activate/Deactivate Object

15. 15 Thresholds / Date Coverage Thresholds Conditions placed on targets, services, or objects (e.g., date coverage) Global thresholds Defaults from vendor Local thresholds You can customize

16. 16 Edit Coverage Information

17. 17 Test SFX Menu

18. 18 If Linking Parameters Needed…

19. 19 Guidelines When to use the SFX Admin Lite Objects area? Activating just a few objects in the target / target service Activating an object within an already-activated target / target service Example: You have access to a new title in an already- activated selective package Activating objects in a new target / target service that do not require linking parameters Example: Activating objects in free targets

20. 20 Guidelines, continued When to log a support case for activations/deactivations? If the package is newly-subscribed to and the target/target service may require linking parameters Example: Subscription to a new aggregator package If you have many objects in a target/target service to activate or deactivate! Example: Aggregator packages, or selective packages with many titles

21. 21 Agenda Terminology Overview Admin Center (Admin Lite) Find and Activate/Deactivate Objects Add Local Thresholds Test SFX Menu Summary & Additional Resources

22. 22 How To… Activate or deactivate resources in SFX Admin Lite Add local thresholds (date coverages) Test titles in the SFX menu Summary

23. 23 Additional Resources Accessed from Documentation Center: (http://www.customercenter.exlibrisgroup.com/)http://www.customercenter.exlibrisgroup.com/ SFX Source Configuration Guide SFX Target Configuration Guide SFX Admin Lite (TotalCare) Activating objects using Admin Lite interface SFX General User’s Guide Resource activation and tools available in SFX Admin Center Using SFX in a Consortium Environment