Menu Configuration Description and Options
In SFX v4 Menu Configuration is located under Setup & Administration > Configuration.
The Menu Configuration has set up configurations for:
- When you click the SFX button in a search engine or database, the SFX menu is displayed, showing a short summary of the object and a list of basic and extended available services. It contains names of targets, groupings, and descriptions of the different services. All of these items and the order in which they appear can be customized according to your institution’s preferences.
For each SFX instance, the look and feel and layout can be completely customized. As a result, different SFX instances on the same SFX server can have SFX menus that look very different. Within each instance, it is possible to determine the look and feel of the menu by selecting an SFX menu template set.
The available templates are:
- The advanced menu template – the default SFX menu template. This SFX menu template has all possible configuration options available by default.
Configurations and translations of this template set need to be performed via the HTML templates and UNIX configuration files. For more information on the advanced menu template, refer to the SFX Advanced User’s Guide.
- MOST COMMONLY USED: The simplified SFX menu template – displays fewer details than the advanced menu, although they can be added, as desired. All configuration and language changes for the simplified menu template set can be done via the SFX Admin Center interface.
- More information can be found in the General User Guide, page 334.
(setup information available in General Users Guide, page 347).
PowerPoint show on Google Docs Menu Configuration
- The SFX menu screen displays a short summary of the record the user was looking at before clicking the SFX button and a list of ‘basic’ and ‘extended’ services.
- It contains names of targets, groupings and text that describe the different services to the user. All of these items and the order in which they appear can be customized according to an institution’s preferences.
- For each SFX instance, the “look and feel” and layout can be completely customized. As a result, different SFX instances on the same SFX server can have SFX menu screens that look very different.
- Additionally, within each instance, it is possible to determine the “look and feel” of the menu by selecting an SFX menu template set.
MULTI-OBJECT MENU: SFX Menu for Multiple Hits in the SFX Database
- A special SFX menu format is displayed if more than one object is found in the SFX database when building the SFX Menu. Possible matches are listed in a special SFX menu format called the multi‐object menu. The user selects one of the objects to complete the SFX request.
- The special multi-object menu displays when metadata that identifies the object is missing from the OpenURL. SFX tries to find a close match to the object and displays this special menu.
- To customize: multi-object menu templates on unix side of SFX. More information on page 348 of General User Guide.
- Location of files:
- Uses same header as SFX simplified menu template (found in SFX admin Menu Configuration)
- control look and feel: /exlibris/sfx_ver/sfx4_1/INSTANCE_NAME/templates/css/public/style.css
- Location of files:
- Generate multi-object menu example (replace INSTANCE_NAME with local SFX Instance name):
(More information in General User Guide, page 380)
- Activate CrossRef (now automatic in v4)
- DOI linking problem: If journal DOI's are being directed to a database that the library does not subscribe to, add exception=noDOI to the parser param of the journal. Journal will no longer use DOI to link to full text.
- Activate and set up Proxy server settings
- From the Proxy Type drop‐down list, select one of the following four existing proxy modules:
- Under Use Proxy, select one of the following options:
- Yes, if you want proxy support for all targets (that would include the Open Access targets too). Every target will be directed through the proxy server.
- No, if you want the browser to redirect to the original target URL, as usual. If you select this option, there will be no attempt to access the proxy server.
- Selective (preferred option)-will use proxy settings at the Target Service level
(more configuration information can be found in General Users Guide, page 384)
- It is possible to configure SFX to skip the SFX menu screen and link immediately to a TARGET when coming from any OpenURL‐enabled source. This is called DirectLink. When using DirectLink, the SFX menu is not shown; instead, the end‐user is presented with the TARGET Web page containing the desired content. A banner can be configured to appear at the top of the screen containing SFX information and links.
(List of Relation Types page 82 in the General User Guide)
- The SFX KnowledgeBase contains information about relations between objects. For example, if a journal ceases to exist and is continued by another journal name, the two journals are considered related. Also, if one journal is a supplement to another journal, the two journals are considered related. These object relations may be valuable for end‐users when searching or browsing the SFX A‐Z List or even when clicking an SFX button in a database. They may remember an older name for a journal, or be interested in SFX services for a related journal.
(Also see Translations & Display for more modifications for labels to Related Objects)
- The SFX KnowledgeBase contains information about relations between objects.
- For example, if a journal ceases to exist and is continued by another journal, the two journals are considered related.
- Also, if one journal is a supplement to another journal, the two journals are considered related. These object relations may be valuable for end-users when searching or browsing the SFX A-Z List or even when clicking an SFX button in a database. They may remember an older name for a journal, or be interested in SFX services for a related journal.
- When a user sends an OpenURL to SFX for a particular object, it is possible to configure in SFX if services for these related objects will be included in the SFX menu and how they will be presented. Services for the related objects can be of the following types: Full Text, Abstract, TOC, and Holding services.
Related object services are relevant to end-users for the following reasons:
- Articles sought may be available only in related versions of the journal.
- Metadata in the OpenURL can be for one publication but in fact a related journal by another name is meant.
- Vendors can list previous or newer versions in their holdings, causing inconsistencies in the SFX KnowledgeBase.
How to set up Related Objects:
(More information on page 375 of the General User Guide.)
- It is possible to define which services or service types should not appear in the
SFX menu, depending on whether other types of services are presented to the user.
- To configure the display logic rules of the SFX menu
- SFX Admin > Set up & Admin > Configuration > Menu Configuration > Display Logic
- It is possible to define a range of display rules. For example:
- For different services defined for one particular target. For example, if a getFulltext service is displayed for a particular target, do not display a getTOC service for the same target.
- For services defined for all targets. For example, if any getFullTxt service is displayed, do not display any getDocumentDelivery services.
- For a particular target service. For example, if the EBSCO_ACADEMIC_SEARCH_PREMIER getFullTxt service is displayed, do not display any other full‐text targets.
Some articles may not be displayed in the SFX menu if they have an embargo or moving wall period. You can have a warning displayed in the SFX menu that an article may not be available because of an embargo or moving wall period. Select the checkbox to display the warning in the SFX menu. To have a tooltip display to explain the warning, select Enable tooltip for timediff warning.
This is what the warning looks like in the SFX Menu: This article may not be available because of an embargo period.
The warning usually appears when the year is used in the OpenURL but not the complete date, yyyy/mm/dd. SFX is not sure whether or not there is full text when checking the embargo date against the year in the OpenURL so when TimeDiff is enabled, the targets are displayed as a "just in case" there is full text.
TimeDiff set up is located under General Configuration in the SFX Menu Configuration module. More information about the TimeDiff Warning can be found on page 361 of the SFX General Users Guide.