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access_coordination [2019/04/16 19:12]
jmulvaney [Ejournal Transfers]
access_coordination [2019/04/16 19:23]
jmulvaney [Access Systems Coordination]
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   * __EDS__: Officially, everything we pay for is enabled in EDS. This is an overgeneralization. Content published by EBSCO is enabled and uses SmartLinks to connect to full text. Content purchased from EBSCO is enabled and uses SmartLinks Plus to connect to full text at the publisher platform. Content from EBSCO partner databases is enabled and custom links are created for full text linking at the publisher platform. Some resources are not available in EDS and have to be found elsewhere.   * __EDS__: Officially, everything we pay for is enabled in EDS. This is an overgeneralization. Content published by EBSCO is enabled and uses SmartLinks to connect to full text. Content purchased from EBSCO is enabled and uses SmartLinks Plus to connect to full text at the publisher platform. Content from EBSCO partner databases is enabled and custom links are created for full text linking at the publisher platform. Some resources are not available in EDS and have to be found elsewhere.
   * __HLM__: Officially, all journal content we pay for is enabled in HLM. Anything paid to EBSCO is enabled and managed by them. Everything else has to be manually enabled and tracked. Elsevier holdings are FTP'd with the autoload data from SFX.   * __HLM__: Officially, all journal content we pay for is enabled in HLM. Anything paid to EBSCO is enabled and managed by them. Everything else has to be manually enabled and tracked. Elsevier holdings are FTP'd with the autoload data from SFX.
-  * __Aleph__: Officially, only bibs we pay on are loaded into Aleph. This includes individual eJournals, eJournal packages, and databases. Individual eJournal records from subscription databases are not loaded into ALEPH. eJournal Package cover records are suppressed so they are not discoverable in ALEPH. Databases and individual eJournals are left unsupressed ​and are discoverable in the catalog.+  * __Aleph__: Officially, only bibs we pay on are loaded into Aleph. This includes individual eJournals, eJournal packages, and databases. Individual eJournal records from subscription databases are not loaded into ALEPH. eJournal Package cover records are suppressed so they are not discoverable in ALEPH. Databases and individual eJournals are left unsuppressed ​and are discoverable in the catalog. When resources are not available in SFX or EDS/HLM we batch load records for them into Aleph.
   * __DB List__: The A-Z database list is managed by RS now. Jennifer Friedman is in charge of additions and edits at the moment. All paid content that arrives in a database model is included, with reference to the Springshare ID made in CORAL'​s cataloging tab. The A-Z list is the place of last resort when something cannot be found in SFX, EDS, or Aleph.   * __DB List__: The A-Z database list is managed by RS now. Jennifer Friedman is in charge of additions and edits at the moment. All paid content that arrives in a database model is included, with reference to the Springshare ID made in CORAL'​s cataloging tab. The A-Z list is the place of last resort when something cannot be found in SFX, EDS, or Aleph.
  
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        * The records are available either from the vendor or through OCLC.        * The records are available either from the vendor or through OCLC.
    * If something should be batch loaded, send something to the BLT channel on Slack and put in an Aleph ticket through LibWire.    * If something should be batch loaded, send something to the BLT channel on Slack and put in an Aleph ticket through LibWire.
 +
 +==== Database A-Z List ====
 +Research Services manages the A-Z list in Springshare. Jennifer Friedman gets email notifications when her workflow step becomes active so that she can add, edit, or delete springshare records. She leaves a Springshare ID note in the cataloging tab with the ID for the database record. She is also on the Platform changes worksheet to catch those resources and make changes as needed.
  
 ==== Ejournal Transfers ==== ==== 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.
access_coordination.txt · Last modified: 2022/03/08 18:33 by jmulvaney
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