Ejournals - Title Transfer Checklist

Title of Journal:

  • Aleph order records. If…
    • Title remains at same host but publisher changes and payment continues to same vendor. Add note to order record. Done.
    • Title changes host and payment continues to same vendor. Add note to order record. Add to calendar/ERM tool or take care of access changes (see below). If perpetual access content remains at former host, add a PA order record and follow PA procedures. Perpetual Access Procedures
    • Title changes host and payment vendor, possibly becoming part of or leaving package. Close previous order record, add note, delete encumbrance, and create new order record. Add to calendar/ERM tool or take care of access changes (see below). If perpetual access content remains at former host, add a PA order record and follow PA procedures. Perpetual Access Procedures
  • Calendar/ERM tool notes should include ejournal title, date of change, dates of content, your initials. If available, add the former and destination URLs, the former and destination SFX targets, URL or email (date, sender) for further information.
  • SFX deactivation and activation
    • If there is perpetual access, close date threshold and add note to object portfolio internal description field, “PA, dates, initials.”
    • If no perpetual access is involved, deactivate in old target. If title is the last active object portfolio in target, deactivate target and target service levels.
    • Activate in new target. If title is the first to be activated in the target, see SFX Targets - Activating.
    • Miscellaneous ejournals. Remember to add proxy prefix to URLs in the MISCELLANEOUS EJOURNAL target.
    • Test access. Check date threshold.
    • Update proxy server configuration file if necessary. EZProxy Maintenance
  • WCL
    • If an SFX file load is occurring soon, WCL activation should take place through the load. If not, deactivate and activate title in WCL collections manually. UMA WorldCat Local Management
ejournals_title_transfer_checklist.txt · Last modified: 2013/12/04 09:30 by cknapp
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