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e-journal_package_maintenance [2016/09/14 16:23] cknapp [EJournal Package Review Checklist] |
e-journal_package_maintenance [2016/09/14 17:50] cknapp [Package Review Notes in CORAL] |
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| * Free for (dates) | * Free for (dates) | ||
| * OA | * OA | ||
| - | * Continues | + | * Continues (title) |
| - | * Object portfolio changes for new and leaving titles: Add internal notes. Add general notes for users such as "Content may not yet be available." | + | * Object portfolio changes for new and leaving titles: |
| - | * Perpetual access: Move PA titles to appropriate target and close date thresholds. | + | * Add internal notes if needed. |
| + | * Turn on new titles for which there is not yet content, adding a General note such as "Content may not yet be available." | ||
| + | * Perpetual access: Move PA titles to appropriate target and close date thresholds. Create PA order record and close old order record if necessary. | ||
| * Open access: If OA titles are included in the title list and in the target, leave them. If OA titles are not included in a target, activate in a publisher OA (first choice) or other target if able to do so without creating local ops. | * Open access: If OA titles are included in the title list and in the target, leave them. If OA titles are not included in a target, activate in a publisher OA (first choice) or other target if able to do so without creating local ops. | ||
| * Local object portfolios: check and delete if global op exists. | * Local object portfolios: check and delete if global op exists. | ||
| Line 53: | Line 55: | ||
| ==== Package Review Notes in CORAL ==== | ==== Package Review Notes in CORAL ==== | ||
| - | Package review notes in CORAL should include the following. Please make notes concise and approximate this format. Use the Access tab notes field for each package. For an example, see Cambridge Journals Online in CORAL. | + | Package review notes in CORAL should include the following in the Access tab. Do not add new Package Review notes but revise old ones. Feel free to add new Access Detail notes if needed. |
| - | + | * Status of review and date. Date completed. Date of last previous review. | |
| - | Package review: Level of review; date last review done | + | * Title list notes. Where can they be retrieved? Does title list include open access, previous titles, a separate list of title transfers? |
| - | * Full review = Full package review; check each title on list against SFX target. Spot check date thresholds. | + | * Is there a separate list of previous, PA and/or transfer titles on the R drive? Note where. |
| - | * Manual changes = New, leaving, previous, open access, perpetual access titles need to be activated/deactivated in SFX target manually, and order records changed. | + | * SFX target names (AutoActive or Not on Autoactive) and what they include (previous titles, open access, PA, etc.). Do we use a separate target for prev titles and PA? Is there a separate target for open access? |
| - | * Target Autoactive = Spot check; SFX target reflects our package; may require waiting for target update. | + | * SFX target notes: When was target updated at ExLibris? Are we using menu logic? |
| - | * Target Autoactive local dates = SFX target reflects our package but we supply local date thresholds. Spot check, especially dates previous to our subscription. | + | * Work that can be done by students. |
| - | * Automated target = Automated target updates are set up between the publisher and SFX (i.e. Elsevier). | + | * Perpetual access track record for this package. Are PA titles at publisher's site still accessible? |
| - | + | * Proxy irregularities. | |
| - | Last year's title list worksheet (location). | + | * Instructions and idiosyncrasies. Are we using localized date thresholds? Is archival content included? |
| - | + | * Notes for next review. | |
| - | Instructions. Ordered checklist. What needs to be done in SFX? What can students do? Unique situations like each title requires separate proxy. Check ILL status and bullet in target edit screen (R:\Acquisitions\ER Licenses\Licensing Terms\ILL_Lending_Rights). Check SFX target service settings. | + | |
| - | + | ||
| - | Notes and problems. Next review. Explanations of procedures. | + | |
| - | Notes about publisher's track record for maintaining PA. | + | |
| - | + | ||
| - | Title list (if not included in instructions). Where do title lists to be downloaded to the R/S drive come from? Does the main title list include open access, previous titles, and a separate list of changes/new/leaving titles? Are we keeping a running list of previous titles? PA titles? Add R drive location of title list worksheet; use SFX folder within (Resource_Year) folder. | + | |
| - | + | ||
| - | SFX targets (if not included in instructions). Which targets do we use? Do we use a package target and separate target for prev titles and PA? Autoactive and why? OP note fields? Localized date thresholds? Date updated target received? Menu logic? | + | |
| - | Previous titles use which target? | + | |
| - | Open access uses which target? | + | |
| - | Perpetual access uses which target? | + | |
| - | + | ||
| - | + | ||
