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access_coordination [2019/04/16 19:12] jmulvaney [Ejournal Transfers] |
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| In DRMS, Jack makes changes to access in SFX, sets up perpetual access, and makes changes for EDS HLM changes if the resource is paid to a non-EBSCO vendor. No steps should be taken until Judy marks the acquisitions column as "Done." PA is only tracked for Wiley, Elsevier, Springer, and occasionally Taylor & Francis and De Gruyter. | In DRMS, Jack makes changes to access in SFX, sets up perpetual access, and makes changes for EDS HLM changes if the resource is paid to a non-EBSCO vendor. No steps should be taken until Judy marks the acquisitions column as "Done." PA is only tracked for Wiley, Elsevier, Springer, and occasionally Taylor & Francis and De Gruyter. | ||
| - | ==== Useful Documents ==== | ||
| - | * Platform changes are tracked here: | + | ==== Platform Changes ==== |
| - | * [[https://docs.google.com/spreadsheets/d/1Fchqgk9b_yanTktkw7-r0bcUC3K3Akban0n9UJ185p4/edit#gid=0]] | + | |
| - | * Publisher invoices, licenses, orders and title lists can be found: | + | |
| - | * R:\Acquisitions\Electronic Resources by Organization\Publisher Name | + | |
| - | * Worksheets for reviewing packages by staff or students can be found: | + | |
| - | * R:\Acquisitions\Electronic Resources Projects | + | |
| - | ==== Package Reviews ==== | + | Whenever someone sees a platform change (either from HTTP-HTTPS or between companies like Atypon or Ingenta) they should put it on the [[https://docs.google.com/spreadsheets/d/1Fchqgk9b_yanTktkw7-r0bcUC3K3Akban0n9UJ185p4/edit#gid=0|Platform Changes Sheet]]. Basic information like the name, change type, availability, and shut down should be recorded immediately. |
| + | * Jack takes care of making changes to the CORAL record, as well as creating new admin accounts if need be. | ||
| + | * Anyone can change the holdings record URL. | ||
| + | * Nancy or Judy make changes to information surrounding usage reports if need be. | ||
| + | * Scott makes changes to the EXProxy Stanzas. | ||
| + | * Jack makes changes in SFX, EDS, and/or HLM. | ||
| + | * The BLT makes changes if the resource is batch loaded into Aleph. | ||
| + | * Jennifer Friedman (Research Services) makes changes to the Database A-Z List. | ||
| - | We no longer peform package reviews except in extraordinary circumstances. Packages like Cambridge and Thieme should be checked every few years as they are not managed well in SFX. Many individual title transfers are caught in the Ejournal Transfers process above but some packages need active management. | + | ==== Package Reviews ==== |
| - | ARCHIVED: Tracking package reviews is done on [[https://docs.google.com/spreadsheets/d/1kZuTj898PIW8Ppr4XrtHjjBPrxpTuh9ObIBSdhMISz0/edit#gid=0 | Package Reviews for Access]] | + | We no longer perform package reviews except in extraordinary circumstances. |
