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Ejournals - Title Transfer Checklist
Title transfers and changes are tracked on this spreadsheet: R:\Acquisitions\Electronic Resources Projects\E-Journal Changes\ EJOURNAL_CHANGES_[year]
For changes to publisher, host, or vendor, make changes to:
Check titles new to packages. Do we have an individual subscription? If so, send an email to Scott/Acquisitions.
Aleph order records.
Add notes, initial and date.
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If title was an individual subscription but is becoming part of a package, delete encumbrance.
SFX.
CORAL. Change the organizations in the Product tab.
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.
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