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
- Adding a local object (via Dataloader only)
- Adding a local target