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
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.
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If there is perpetual access, follow the policy found in
Perpetual Access Procedures. Set up PA only for certain publishers. Autoloads should accurately reflect PA.
Test access. Check date threshold.
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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.