SFX

This section is for documenting SFX policies and procedures (housed here for now)

Personnel involved:

Jennifer -- manages the KB, processes the monthly updates, resolves problems, activates targets as requested

Digital Acquisitions team: Rachel, Jake, Walter, and Kim --  activate/deactivate portfolios, create local thresholds, matching SFX/Vera project

Rich -- manages the SFX server, imports/runs the monthly updates, resolves problems, liaison with Nicole/Public Services side of things

Procedures

• SFX reports - procedure for processing/preparing the monthly updates for DigAcq to review
• SFX problems - tips on resolving problems via RequestTracker, staff, etc.
• Procedures for adding/updating SFX_Local
  • Creating local thresholds
  • Adding a local object portfolio
    • SFX - Adding a local object portfolio via the KBManagervia KBManager
    • via Dataloader
  • Adding a local object (via Dataloader only)
  • Adding a local target