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ejournals_title_transfer_checklist [2015/05/13 18:36] 127.0.0.1 external edit |
ejournals_title_transfer_checklist [2016/09/14 18:43] cknapp |
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| ===== Ejournals - Title Transfer Checklist ===== | ===== Ejournals - Title Transfer Checklist ===== | ||
| - | Title of Journal: | + | 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. | ||
| + | * Add PA order record if perpetual access remains at previous publisher. See [[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures | Perpetual Access Procedures.]] | ||
| + | * If title was an individual subscription but is becoming part of a package, delete encumbrance. | ||
| + | * SFX. | ||
| + | * Track and deactivate in old target and/or activate in new target. | ||
| + | * If a target is being deactivated, or a new target is being activated, remember to add to this spreadsheet: \\umalstf011\coll_management\Acquisitions\SFX\SFX sort services config\SFX Target changes 071415. | ||
| + | * CORAL. Change the organizations in the Product tab. | ||
| - | * Aleph order records. If... | ||
| - | * Title remains at same host but publisher changes and payment continues to same vendor. Add note to order record. Done. | ||
| - | * Title changes host and payment continues to same vendor. Add note to 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. [[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures|Perpetual Access Procedures]] | ||
| * 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. [[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures|Perpetual Access Procedures]] | * 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. [[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures|Perpetual Access Procedures]] | ||
