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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]
Check titles new to packages. Do we have an individual subscription that could be cancelled? If so, send an email to Scott/Acquisitions.
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.
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SFX.
When access is available or disappears according to the spreadsheet, deactivate in old target and/or activate in new target.
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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, close date threshold and add note to object portfolio internal description field, “PA, dates, initials.”
Test access. Check date threshold.
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CORAL. For changes to publisher, host, or vendor, change the organizations in the Product tab.