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electronic_resources_cancellation_checklist [2009/06/04 17:35] hdeirdre |
electronic_resources_cancellation_checklist [2014/03/18 14:47] sstangroom |
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| - | ====== Electronic Resources Cancellation Checklist ====== DRAFT | + | ====== Electronic Resources Cancellation Checklist ====== |
| - | When we loose access to electronic resources (i.e. cancellation, no longer "free"), we need to update this information in several places. | + | When we lose access to electronic resources (i.e. cancellation, no longer "free"), we need to update this information in several places. |
| - | * Make notation in order record, and change status | + | _____ Notify vendor |
| - | * Cancel encumbrance if funds have **not** already been encumbered | + | _____ Make calendar entry |
| - | * Add note to Dblist (if applicable) | + | _____ Make notation in order record, and change status |
| - | * If access is to cease at a future date: | + | _____ Cancel encumbrance if funds have **not** already been encumbered |
| - | * Print out bib. record | + | _____ Add note to Dblist (if applicable) |
| - | * Make notation of pertinent information | + | _____ If access is to cease at a future date: |
| - | * Place in cancellation pile on table, or in personal folder | + | _____ Make note in eleres calendar (optional: add also to personal calendar/to-do file) |
| - | * Send vendor a cancellation notification, and file in cancellation folder in eleres | + | _____ Send vendor a cancellation notification, and file in cancellation folder in eleres |
| - | * Suppress Bib. & Holdings record if there is no other access | + | _____ Suppress Bib. & Holdings record if there is no other access |
| - | * Credit selector credits if appropriate | + | _____ Credit selector if appropriate: |
| - | * (W\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls) | + | _____ (W:\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls) |
| - | * Notify Liz F. if it needs to be de-activated in dblocator. | + | _____ Notify Liz F. if it needs to be deactivated in dblocator. |
| - | * Give all non-MarcIt records to Meghan B. | + | __???___ Give all non-MarcIt records to Meghan B. ??? |
| - | * Notify C. Turner for posting to electronic resources blog | + | _____ Notify C. Turner for posting to eleres blog |
| - | * Remove From/Close In: | + | _____ Remove From/Close In: |
| - | * Verde | + | _____ Contacts File (i.e., password, admin access) |
| - | * Username Password File | + | _____ Restricted Page via Webhelp ticket, if applicable. |
| - | * Restricted Page via Webhelp ticket, if applicable. | + | _____ SFX |
| - | * SFX | + | _____ Notify E-Reserves, if applicable. |
| - | * Notify E-Recerves | + | _____ If paper file exists, move out of active drawers. |
