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--- electronic_resources_cancellation_checklist [2009/05/20 18:50] – created hdeirdre
+++ electronic_resources_cancellation_checklist [2014/06/27 16:56] (current) – [WorldCat Local knowledge base] cturner
@@ Line 1: / Line 1: @@
-====== 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.
+===== Notifications ====
-  * Make notation in order record, and change status
+  * Vendor. Save copy to eleres/cancellations folder
-  * Cancel encumbrance if funds have **not** already been encumbered
+  * Eleres blog (C.Turner)
-  * Add note to Dblist (if applicable)
+  * Usage statistics for packages or databases (N. Washburn)
-  * If access is to cease at a future date:
+  * E-Reserves (if applicable)
-    * Print out bib. record
+  * Selector, Liz and Ref-Liaisons list when resource is no longer available with note to remove from LibGuides, etc.
-    * Make notation of pertinent information
-    * Place in cancellation pile on table, or in personal folder
-  * Send vendor a cancellation notification, and file in cancellation folder in eleres
-  * Suppress Bib. & Holdings record if there is no other access
-  * Credit selector credits if appropriate
-    * (W\Departmental_
- --- //[[hdeirdre@library.umass.edu|Primary Contact: Heather Deirdre]] 2009/05/20 14:25//
+===== Recordkeeping =====
+  * Make calendar entry for when access will cease. Reference checklist in notes.
+  * Update DBList/Master Renewal List, noting cancellation date
+  * Put copy of vendor cancellation notice in paper file for databases or packages
+===== Accounting =====
+  * Change status of order record. Add note about date of cancellation.
+  * Cancel encumbrance if funds have NOT already been encumbered
+  * If we have perpetual access rights, create record ([[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures]])
+  * Note selector credit (W:\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls)
+===== Access =====
+==== Catalog ====
+  * If individual title (e-journal, database), suppress Bib record for e-journal and Bib and holdings record for database
+  * If package (e-book, e-journals, streaming), suppress master record and send collection name/code to Ron (?) for suppression of individual title records
+  * Print bib records of individual databases and give to Marcelle
+==== SFX ====
+  * De-activate individual title or entire target, as appropriate, for e-journals and some e-books
+  * If de-activating target, also de-activate Service and objects within it
+==== WorldCat Local knowledge base ====
+  * Deselect aggregator databases. (E-journals will be de-activated through SFX holdings file load; e-books get links from our catalog)
+==== Research Databases list ====
+  * Remove from list
+==== EZProxy ====
+  * delete stanza in configuration file, making sure it's not used for another resource or likely to be used in the future
+ --- //[[cturner@library.umass.edu|Primary Contact: Christine Turner]] 2009/05/20 14:25//