CSU SFX & Metalib WIKI

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Summon Client Center (CSU-wide subscription ended June 30, 2016)

  1. Limit to full text
  2. Database recommendations

Summon subscription ends June 30, 2016

Client Center

Information about Client Center available in PowerPoint show in Google Docs


  1. Login to Client Center
  2. Click on Data Management
  3. e-Catalog: Database> Names Begins With > Search for Database (Use Public Name, e.g. ABI/INFORM)
    1. Locate database name that match the CSU or local subscription (there are no merged targets in Client Center)
      1. Sage Premier 2006, 2007*, 2008* (Option 2 subscription)& Sage Premier 2011 (Option 1 subscription)
      2. ScienceDirect Journals (5 yrs ago –present)*, ScienceDirect Journals*
      3. SpringerLink Americas Journals (subscribed to entire package, no title list upload needed)
      4. Wiley-Blackwell Full Collection*, Wiley JMLA
      5. Oxford Journals*
      6. Emerald 120 and Emerald Engineering (subscribed to entire package-no title list needed to upload)
      7. Using the database specific names removes the task of updating coverage dates or decreases the number coverage dates have to be updated
        1. Coded Memos can be used to locate specific database names
          1. e.g. SpringerLink Americas Journals
  4. Click on appropriate Database from list
  5. Click on Edit
  6. Change Status to SUBSCRIBED
    1. Optional: Add Custom URL (do not use a Proxied URL)
    2. Optional: Omit Proxy (use with Open Access databases)
    3. Optional: Check We Subscribed to only some of these titles
      1. Use for partial subscriptions ScienceDirect, Wiley, Sage, etc.
  7. Save Changes
  8. To Deactivate a database, change Status to Not Tracked.


  1. Click on Titles (left hand side menu)
  2. Click on Download (right hand side of screen)
  3. Save File to desktop
  4. Compare Summon file to SDLC or SFX Title List
    1. Removed non-subscribed titles (rows) from the downloaded Summon file and save new file keeping all column headings and columns intact
      1. See Client Center FAQ for options and more details (may need to register to view)
        1. Upload/Download Instructions
        2. Creating Excel file for Upload
        3. Use Acceptable Date Format


  1. Create Excel file with Summon headers
    1. File must have these headers but the columns don't need data
    2. Upload works best if Title and ISSN/ISBN are included
    3. Include Status Subscribed in 4th column so title will be activated
      1. Title
      2. ISSN/ISBN
      3. Type (Use Journal or Book)
      4. Status
      5. Default Dates
      6. Custom Date From Acceptable Date Format
      7. Custom Date To
      8. Title ID


  1. Go back to Titles
  2. Click on Upload
  3. Locate new file for updating databases
    1. If done correctly, no notification will be sent.
    2. To check on upload progress: click on Database Details > View Upload Status
    3. If error with upload file, an email will be sent.


  1. Locate Database
  2. Click on Titles under Database Details
  3. Search for Title
    1. Change Filter By to Title Begins With
    2. Enter name of journal or book
    3. Click APPLY
  4. Click on Title name
  5. Click on Edit
    1. Change STATUS to Subscribed if activating
      1. Optional: Change Coverage Date Use Acceptable Date Format
      2. Optional: Add local note
    2. Click Save

'*'We subscribe to only some of the titles in this database and used file to activate titles


See Support Center for Notes

See Support Center for Notes

See Support Center for Notes

How Databases work in Summon

When a patron runs a search in your library's Summon page, that query checks against the Client Center to determine whether your library has rights to a resource before a citation from that resource is displayed on the Summon Results page. To show that you have rights to a resource, you must have that resource "turned on" (Subscribed) in your Client Center profile. For that reason, there are many zero-title databases in the Client Center for resources that are not cover-to-cover, full-text databases, such as the following:

Institutional repositories (IR) and catalog content; A&I resources that you want to link to in search results and in the Database Recommendation feature; and Resources of a content type that Serials Solutions cannot track in KnowledgeWorks but that provide access to resources in Summon (for example, Naxos databases, ERIC government content, ProQuest Dissertations & Theses, and so on). NOTE: There are a number of zero-title resources available in KnowledgeWorks for which no content is available in Summon yet. Content metadata must first be indexed in Summon in order for results to be available in to your users. Serials Solutions and ProQuest work with such content providers to reach mutual agreements that allow us to proceed with indexing, and there are many cases in which the agreements are still pending. See more on content available in Summon.

Full Text Databases with No Titles

Serials Solutions' KnowledgeWorks tracks cover-to-cover, full-text databases. In many cases, a particular Serials Solutions service's functionality depends on the status of a database in your library's Client Center profile (found in the Data Management pages). Serials Solutions has created zero-title databases as place-holders for databases that are not traditionally tracked in KnowledgeWorks (for example, abstract and indexing [A&I] databases, and databases with incomplete full-text coverage).

These databases are only available to libraries that have a subscription to 360 Search, 360 Resource Manager, 360 Counter, or Summon. More Details

De-duped list of full text titles

Use Overlap Analysis to:

Client Center Inheritance


  1. Login to Client Center
  2. Go to Resource Inheritance under Manage Your Library
  3. Click on California State University – Office of the Chancellor
  4. Click Edit
  5. Check which databases you would like to share
  6. Save changes

SFX Overview

Description of SFX from Ex Libris: http://www.exlibrisgroup.com/category/UsingSFX

PowerPoint show for SFX Overview on Google Docs

SFX Definitions/SFX Glossary

in some cases, such as dates, a value for the metadata can also be included in the threshold

Linking terms

AZ eJournal and eBook Search:

The main features of the A-Z List:

The A-Z List containing these new functions can be accessed in the following URL on your server:

To see how a fully configured A-Z List looks like before making any changes on your own server, access the A-Z List as it appears on the SFX demo site in the following URL:

AZ/RSI Indexing

After making any changes to portfolios in the SFX KB, the AZ and RSI indexing need to be run before the changes will appear in the AZ list.

Configuring the SFX AZ List

Overview: A searchable and browsable A-Z List of electronic journals is available for each SFX instance, based on activation and localization done in the SFX KnowledgeBase.


bX Recommender Service/Hot Articles

The Recommendation Service is a request type provided by the bX Recommender Service. The Recommendation Service returns recommendations to the requesting client, such as SFX, based on one of the following:

The bX response returns information about the resource. This information varies depending on the resource type, such as article, book, conference, and so on. For an article, the bX response, for example, may return:




With the bX Hot Articles service, find out what the research community is interested in at any time.

Hot Articles Set Up:

To include the Hot Articles service in your web page, add the following to the page:

<div id="hotArticles"> <iframe src=”http://<serveraddress:port>/service/hotarticles?topic=<topic> &token=<registration_token>&format=html” frameborder="1" scrolling="auto" width="1447” height="188" title="Hot Articles from bX"> </iframe> </div>


Dataloader tool is used to import or activate object portfolios in SFX.

Export Tool is used to export eJournals and eBooks from SFX. Export Tool

EBSCO OpenURL edits

Posted by David Walker for Steve Espinoza:

In EbscoAdmin, OpenUrls are prepped for SFX by something called CustomLinks. CustomLinks has several fields including the Base URL which holds your SFX URL as well as a field called Query String.

To get to correct CustomLinks, you will first need to know which Profile you use to connect to EbscoHost's PsychInfo with.

So lets get there:

  1. Login to EbscoAdmin
  2. Under Customize Services tab, choose your profile [ours shows (web4) in the profile name]
  3. Find and select the Linking tab
  4. Find Custom Links and click Modify
    1. IMPORTANT: Note the Link Name in the table...the one listed closest to the top that says "SFX Link Resolver..."
  5. This is the one you want to remember for the next piece.
    1. Click on SetUp/Maintain CustomLinks
    2. Locate the Link Name you noted in the previous step and click on it.
    3. You should now be in CustomLink.
      1. Find Query String...ours looks like this:

>>>>>>>>>> begin Query String >>>>>>>>>>>>>>>>> genre={IfNotEmpty({IfEqual({ISSN},04194209,ok)},dissertation,{IfNotEmpty({IfEqual({issn},04194217,ok)},dissertation,{IfNotEmpty({ISSN},article,{IfNotEmpty({ISBN},bookitem,article)})})})}&isbn={ISBN}&issn={ISSN}&title={IfNotEmpty({journal},{journal},{IfNotEmpty({booktitle},{booktitle},{IfNotEmpty({book},{book},{seriestitle})})})}&volume={VOLUME}&issue={ISSUE}&date={DATE}&atitle={TITLE}&aulast={IfNotEmpty({bookauthor},{bookauthor},{author})}&spage={strtpage}&pages={pages}&sid=EBSCO:{database}&pid=<authors>{IfNotEmpty({bookauthor},{bookauthor},{author})}</authors><ui>{AN}</ui><date>{DATE}</date><db>{database}</db> <<<<<<<<<<<<<<<< end query string <<<<<<<<<<<<<<<<<<

EBSCO/WilsonWeb URLs


Elsevier Science Direct Autoload

Using Elsevier Science Direct Autoload in SFX

Examples & Downloads



New Ex Libris Knowledge Center

One-stop shopping for information, training and documentation for Ex Libris products, such as SFX, Primo, PCI, Alma, Voyager and UStat.

Ex Libris Documentation Center

The new SFX Customer Center is now available. SFX documentation is available under the SFX Documentation Center section. Username and password are the same as the old Ex Libris Doc Portal website.

New URL: http://tinyurl.com/me3ln34


Ahh - this was a reported issue with Factiva and the security certs with ezproxy. Can you save your current factiva config piece and then replace it with this one (be sure to make the edits where detailed):

Title Factiva URL https://global.factiva.com/en/sess/login.asp?xsid=XXXXXXXXX DJ factiva.com DJ wsj.com DJ wsj.net DJ allthingsd.com DJ barrons.com DJ efinancialnews.com DJ marketwatch.com DJ smartmoney.com DJ wsjradio.com DJ dowjones.com DJ fins.com DJ wsjstudent.com DJ wsjwine.com Find targetsite=http:// Replace targetsite=http://^A Find name="landingPage" value="http:// Replace name="landingPage" value="http://^A Find name="targetsite" value="http:// Replace name="targetsite" value="http://^A Host www.factiva.com Find loginurl:function(f,k){dojo.byId(f).action=k} Find document.getElementById('sendThemIn').action = "https://global.factiva.com.YYYYYYYYY Replace document.getElementById('sendThemIn').action = "https://global-factiva-com.YYYYYYYYYY

replace the XXXXXX's with your XSID piece from your factiva link and replace the YYYYY's with your proxy domain (ie. proxy.university.edu)

Restart ezproxy and let’s give that a test. If this is still not acting right you may want to open a ticket with OCLC as ezproxy is their software and they may be able to spot something that isn’t jumping out to us. We know enough to be dangerous with it and help troubleshoot a few things but they are the experts with their software.

It should work however as we have many customers whom use it for Factiva now whom also reported the same error.

Feedback/Troubleshooting Form for End Users

Google Scholar/Google Analytics

Google Scholar can be set up as a SOURCE and as a TARGET.

The target named GOOGLE_SCHOLAR_FREE can be set up as a merged Target.

Google Analytics From the SFX List Serv in 2014:

I’ll confess that we’ve been using Google Analytics on SFX services menu and A-Z lists since July 2008. It was easy to implement: once we created the Google analytics account we just broke the symbolic link to sfxmenu.tmpl and put the Google java script code just before the </head> tag in that template. We find it to be a good apples-to-apples comparison against other services we are tracking using Google analytics—like our website and opac. It is just another way to show general usage, so we aren’t using GA for any in-depth analysis, but it can be a nice check against anything which might seem out-of-whack in the SFX “Statistics” queries. On occasion it has been nice to have, and there have been no real surprises.

ILLiad date format and SFX

According to SFX, the ILLiad parser does not modify the format of the date field coming from the OpenURL, it passes the date onto ILLiad. Suggestion from SFX Support: In my experience with past cases, this issue is usually resolved on the ILLiad side, by adding rft.year to the OpenURL mapping tables (<#rft.year>|<#year><#rft.date>|<#date>) and adding an ILLiadValue field of "date|yyyy"

KBART (Standardization of metadata)

In early 2006, UKSG commissioned a research report (Link Resolvers and the Serials Supply Chain) 'to identify the new relationships and information exchange requirements … [necessary] to maximise the benefit of OpenURL linking'. http://www.uksg.org/kbart

Email to SFX listserv:

Hello there,

Apologies for the late addition to this important email thread.

I would just like to pick up on the knowledge base metadata element of this discussion. It is true that link resolver knowledge bases are reliant on accurate metadata on journal coverage from content providers to update the threshold and this is a separate (although linked) issue to the OpenURL syntax.

I would like to draw mailing list attention to the role of the KBART project (knowledge Bases And Related Tools) in promoting best practice from the supply chain on metadata transfer to knowledge bases. This project is jointly sponsored by UKSG in the UK and NISO in the U.S. and is being launched next week. One of the aims of KBART is to produce recommended practice on elements to be transmitted by content providers to link resolvers. Start Year, Volume, Issue and End Year, Volume, Issue are elements that have been incorporated in this recommended Practice document. There are many more recommendations besides which will be of interest. I would heartily recommend that people take a look and reference KBART when contacting content providers on this issue.

The websites for more information on this are: http://www.uksg.org/kbart http://www.niso.org/workrooms/kbart

I will forward the press release to this list for information when launched.

Best Wishes Sarah Pearson Co-chair KBART Project




There are three options to check localizations.


The look‐up tool allows the user to ‘look‐up’ information in the SFX database


TargetMatcher is a tool that allows the end user to:

  1. Determine which target services a given journal belongs to
    1. Is the journal a getFullTxt or a getTOC or getSelectedFullTxt
  2. Activate the object portfolios associated with those target services
  3. Activate those targets and target services for which the object portfolios were activated.
  4. Can be used to create a Dataloader file


Customers have the following options for using categories in SFX:

  1. Use Ex Libris categories in original language (US ENG) AND use Ex Libris assignments (default setting).
  2. Use Ex Libris categories in translated version (loaded by customer) AND use Ex Libris assignments.
  3. Use Ex Libris categories but use local_category_assignment table(Customers no longer benefit from updates to the Ex Libris updates to assignment table).
  4. Use translated Ex Libris categories but use local_category_assignment table (Customers no longer benefit from updates to the Ex Libris updates to assignment table).
  5. Use local_categories AND local_category_assignment (both kept up to date by customer).

There are 4 major sections in the category tool:

  1. Set‐up
  2. Browse
  3. Export
  4. Loader


Description: The Collection Tool allows you to compare the titles available in different packages or sets of packages. This allows you to determine the level of overlap in the packages to which you subscribe, or check whether your holdings are incomplete. With this information, you can fine‐tune your subscriptions to meet your institution’s needs. To start the Collection tool, from the KBTools section of the Data Management area, click Collection Tool.

Please see page 221 in General User Guide for more information.

MARC records for e-books & MARCit!:

MARC Records for ebooks:

*EBSCO e-books/netLibrary MARC: Message from EBSCO on MARC records.

Overview: of MARCit! Service

The Ex Libris MARCit! service provides full MARC records for e-journals only, not ebooks. These records can be loaded into any catalog to provide additional access points to e-journal titles. An Activation Request form is needed to activate MARCit in the local instance. Please contact Jessica Hartwigsen (jhartwigsen@calstate.edu) to request the form.

MARCit! Customization Manager recording available at http://exlibris.interwise.com/exlibris/meet/?ExEventID=371911

Wait 35 seconds into the recording for voices to start talking. There is no login necessary. If a login screen does come up, continue on.

For more information on MARCit!: http://library.calstate.edu/sfx/MARCIT

Menu Configuration

Menu Configuration located in the SFX admin and includes settings.

Display Logic

How to set up Display Logic in the SFX admin. This is used to suppress certain targets from displaying in the SFX menu under certain conditions. Also must be updated when there is a change to the Internal Target Name during a weekly update.


How to set up or change settings in Proxy and CrossRef (DOI linking)

When DOI linking does not work: &exception=noDOI parameter is added by Exlibris SFX knowledge base team to object portfolios where the DOI added to the target URL by the crossreff augmentation is causing linking to fail. This is a workaround added to make sure linking succeeds whenever CrossRef connection is enabled for the SFX instance, even when the target does not use DOIs to resolve linking for a specific journal. Can be added to any portfolio in a target that uses CrossRef to link to full text. This will cause the DOI to be ignored so the full text link will work. Use is cases where the DOI is registered to a publisher where the library does not have a subscription or if the DOI cannot be fixed in the OpenURL.


Information about Direct Link in SFX - skip the SFX menu and link directly to the full text

Related Objects

Related Objects - Continued By /Previous Titles


For information concerning this tab, see the EL Commons Web site (www.exlibrisgroup.org) Ask Jessica Hartwigsen (jhartwigsen@calstate.edu) for login to the SFX Documentation Center

Menu Design

SFX Menu Design

TimeDiff Warning

What is the TimeDiff Warning and how to set it up

Menu Templates: Simplified and Advanced

There are two options for the SFX Menu, simplified and advanced.

New Source Activation


New Target Activation

Overview: There are 3 main steps for activating a new Target in SFX. For more information on Activating Targets

Screencast for Target Activation

Other Wiki's

The login info is the same as the SFX Documentation Center (please ask Jessica Hartwigsen for login information).

PubMed LinkOut and SFX

Information from the SFX Source Guide:

PubMed supports OpenURL links and users can point to an SFX menu of services either through LinkOut or Outside Tool. For the former, links are attached to a subset of PubMed records and searches in PubMed can be limited to a participating libraryʹs links. For the latter, links appear in all PubMed records.

not the table of contents or the journal home page.

directly to the OPAC Holdings display (if supported) or to the corresponding bibliographic record, preferably with holdings/location information displayed. The link should not go to the general catalog page.

with citation information for users.

Exporting file from SFX: http://library.calstate.edu/sfx/PubMed

Reporting SFX Issues


Safari Tech Books

FYI, we are finding that MARC records are not available for all the titles we have access to. In our experience (and after discussion with ProQuest on past occasions) we have learned that they grant us access, and then they go about getting MARC records. If we download all the MARC records available to us right now (at Northridge), we will still only have just over 3500 bib records for the 4101 titles on your list. So there is normally a lag.

EBSCO eBooks/netLibrary stats:

EBSCO has request if libraries need their netLibrary (pre-EBSCO ebook) stats, to please send a date range with the request to support@ebsco.com.

SDLC (formally SEIR) Title Lists

Overview: The SDLC titles lists are used to update certain targets.

For the most part, the titles lists are updated on SDLC's site during contract time which is usually around December/January and June/July. Each list is sent from the vendor and may or may not contain full text coverage dates.

Sometimes dates are mentioned in the coded memos so it is a good idea to check these coded memos for access privileges.

The SDLC title lists, subscriber's list, renewnal dates and access URLs are available on the SDLC page.

Information on the new SharePoint SDLC site

Title lists are available from SDLC.

Search Objects v4

To do a search in v4 for Objects:

Screencast for Object Lookup in SFX KB

Add local MAIN title to object

Server Maintenance

SFX Shared Resources (Merged Targets)

List of Shared Resources also known as Merged Targets. List of available targets in the Chancellor's instance that are available to be shared.

SFX v4 Admin Training



Information about SFX Statistics

PowerPoint show available on Google SFX stats


USTAT (an Ex Libris usage statistics service) allows the collecting and reporting of usage statistics information supplied by vendors (content providers) in COUNTER format.


Some USTAT Vendors:

Lesson Summary:

Free course available via the Learning Center: UStat - Usage Statistics Service, which has been updated to work with both Verde and SFX.

UStat is a hosted service for collecting and reporting of electronic resources usage statistics information supplied by content providers in COUNTER format.

With access to this data via the UStat service, librarians have more alternatives for analyzing and understanding usage within their institutions or corporations.

ACLS uses IP authentication to recognize each library.

Target/Target Service Name changes

Change Target Public Name

Change Target Service Public Name

  1. Login to SFX Admin -changes all target service names using that service (getFullTxt, getSelectedFullTxt, getDOI, getHolding)
    1. Go to Translations & Display
    2. Change language to English
    3. Locate Service Public Names
    4. Locate target service; getFullTxt, getHolding, getDocDel, getAuthor
    5. Edit name of target service (this changes all of those targets using that target service)
  2. Login to SFX Admin -changes only that specific target service public name
    1. Go to Targets
    2. Search for target using Filter Target list
    3. Click on "S" button
    4. Click on "E" button
    5. Change name of Target Service Public Name (only changes the name of this one target)
    6. Click on Submit to save changes

Target Service AutoActive

There is an option at the target service level to change this setting if you do not want to inherit the aggregator settings from the target level.

Target Information

There is no longer an online list of sources and targets available from SFX. Ex Libris has removed both of these pages.

The information about targets can be found within the target in the SFX admin.

A list of CrossRef enabled targets have been added to the SFX wiki.

For latest list, see Appendix A in the Target User Guide.

Additional Details Tab

Translation & Display


Unique (de-duped) Title Count

For Merged Instances

To create a unique list of titles from SFX if merged library: PLEASE USE SFX TEXT SERVER

  1. Login to Chancellor’s instance
  2. Go to Export Tool
  3. Go to Advanced Export Queries
    1. Click on TXT button in Step 1
    2. Choose campus name from list of Institutes in drop down menu
    3. Choose ACTIVE from drop down menu in Step 5
    4. Click on Merged Target and then click on ADD
    5. Look at list of Merged Targets (List of merged targets available at http://tinyurl.com/83xk964)
    6. After all appropriate targets have been moved over, choose Submit
  4. Save file to desktop after Export is finished
  5. Open up file in Excel
    1. Change Column E to TEXT instead of General when opening up TXT file in Excel
  6. Copy the Object_ID column (Column E)
  7. Paste in new Excel file
  8. Save as TXT file as Object_ID
  10. Go to Export Tool
  11. Go to Advanced Export Queries
  12. Click on TXT button in Step 1
  13. Add the Object_ID TXT file in Step 3
  14. Choose ACTIVE from drop down menu in Step 5
  15. Move desired targets to be used in count
    1. Click on target name
    2. Click on ADD
  16. Once all appropriate targets are moved, click on Submit
  17. Once Export is finished, save file to desktop
  18. Open file in Excel
    1. Change column E to TEXT from General when opening file
  20. Place Object IDs in the first column. Select ALL of the worksheet, and sort by Object IDs
  21. Insert a new Column to the left of the Object ID column.
  22. Insert a formula into the newly created column (Column A): =IF(B1=B2,1,0)
  23. Drag the formula down into all the cells in Column A that correspond with Object IDs in Column B
  24. There should appear a 1 in Column A next to each duplicate Object ID in Column B and a 0 next to all the rest of the Object IDs
  25. Replace the formulas in Column A with values by selecting the column, pressing ctrl+c, selecting "paste special" from "edit", and clicking on "values" radio button
  26. Select ALL of the worksheet and sort by Column A. All the 1's should appear at the bottom of the column
  27. Delete all the 1's from Column A and the corresponding duplicate Object IDs from column B
  28. Delete column A
  29. List now contains unique title list

Number of ECC titles


De-duped list of titles for Merged Libraries

To create total of unique merged ejournals


SFX Weekly Updates: Information about SFX Weekly Updates

PowerPoint show SFX Weekly Updates on Google Docs

SFX v4 Update

SFX HTML update report definitions:

External Links

Personal tools