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ejournals_title_transfer_checklist [2018/12/04 14:28] cknapp |
ejournals_title_transfer_checklist [2019/01/07 17:20] 127.0.0.1 external edit |
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| ===== Ejournals - Title Transfer Checklist ===== | ===== Ejournals - Title Transfer Checklist ===== | ||
| - | Title transfers and changes are tracked on this Google sheet: https://docs.google.com/spreadsheets/d/1PE7ncoIwHsTQRXHOgczfq084y6OB2hEtLt2E1nxkAcU/edit#gid=2143615762 | + | Title transfers and changes are heaviest during renewal season and are tracked on this Google sheet: https://docs.google.com/spreadsheets/d/1PE7ncoIwHsTQRXHOgczfq084y6OB2hEtLt2E1nxkAcU/edit#gid=2143615762 |
| This sheet includes: | This sheet includes: | ||
| * Package to package transfers | * Package to package transfers | ||
| Line 24: | Line 24: | ||
| * If there is perpetual access, close date threshold and add note to object portfolio internal description field, "PA, dates, initials." | * 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. | * Test access. Check date threshold. | ||
| - | * If a new target is activated, add to target precedence (SFX Admin>Menu Configuration>Menu Design>Simplified Template...>Target Precendence). Also add Display Logic if needed. | ||
| * Update proxy file if necessary.[[http://www.library.umass.edu/wikis/acp/doku.php?id=ezproxy_maintenance&s[]=ezproxy|EZProxy Maintenance]] | * Update proxy file if necessary.[[http://www.library.umass.edu/wikis/acp/doku.php?id=ezproxy_maintenance&s[]=ezproxy|EZProxy Maintenance]] | ||
| - | * CORAL. For changes to publisher, host, or vendor, change the organizations in the Product tab. | + | * If a new target is activated, add to target precedence (SFX Admin>Menu Configuration>Menu Design>Simplified Template...>Target Precendence). Also add Display Logic if needed. |
| + | * CORAL. In Resources module, add access notes if needed. Add changes to publisher, host, or vendor in the organizations in the Product tab. | ||
| + | * EDS. Heather checks entries for changes needed in EDS. | ||
| + | * Move line to Completed tab when done. | ||
