===== Ejournals - Title Transfer Checklist =====

Title transfers and changes are heaviest during renewal season and are tracked on this Google sheet: https://docs.google.com/spreadsheets/d/1PE7ncoIwHsTQRXHOgczfq084y6OB2hEtLt2E1nxkAcU/edit#gid=2143615762
This sheet includes:
  * Package to package transfers
  * Package to individual subscription
  * Individual to package
  * Title cessations (some to OA)
  * Title change
  * New Title to package (not previously at UM)
  * Package to OA

Acquisitions receives notifications of changes via EBSCO change reports and publishers emails.
  * Titles new to packages. Do we have an individual subscription that could be cancelled? If so, send an email to Scott/Acquisitions.
  * Title leaving packages. Do we want to subscribe? Ask Scott.
  * Aleph order records. 
    * For titles that do not change payment vendor, add notes, initial and date.
    * For titles that do change payment vendor, close previous order record, add note, delete encumbrance, and created new order record.
    * If perpetual access remains at previous publisher, is an individual subscription and deemed reliable, add PA order record. See [[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures | Perpetual Access Procedures.]] 
  * SFX.  
    * Change activation and date thresholds as appropriate.
    * If an object portfolio being deactivated is the last in a target, deactivate all 3 target levels: target, target service, object portfolios.
    * If title is the first to be activated in the target, see [[http://www.library.umass.edu/wikis/acp/doku.php?id=sfx_targets_-_activating|SFX Targets - Activating]].
    * If there is perpetual access, follow the policy found in [[https://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures|Perpetual Access Procedures]]. Set up PA only for certain publishers. Autoloads should accurately reflect PA. 
    * Test access. Check date threshold.
    * Update proxy file if necessary.[[http://www.library.umass.edu/wikis/acp/doku.php?id=ezproxy_maintenance&s[]=ezproxy|EZProxy Maintenance]]
    * If a new target is activated, add to target precedence (SFX Admin>Menu Configuration>Menu Design>Simplified Template...>Target Precendence). Also add Display Logic if needed.
  * CORAL. In Resources module, add access notes if needed. Add changes to publisher, host, or vendor in the organizations in the Product tab.
  * EDS. Heather checks entries for changes needed in EDS.
  * Move line to Completed tab when done.