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--- electronic_resources_cancellation_checklist [2014/03/18 14:47] – sstangroom
+++ electronic_resources_cancellation_checklist [2014/06/27 16:56] (current) – [WorldCat Local knowledge base] cturner
@@ Line 1: / Line 1: @@
 ====== Electronic Resources Cancellation Checklist ======
-When we lose access to electronic resources (i.e. cancellation, no longer "free"), we need to update this information in several places.
+===== Notifications ====
-  _____ Notify vendor
+  * Vendor. Save copy to eleres/cancellations folder
-  _____ Make calendar entry
+  * Eleres blog (C.Turner)
-  _____ Make notation in order record, and change status
+  * Usage statistics for packages or databases (N. Washburn)
-  _____ Cancel encumbrance if funds have **not** already been encumbered
+  * E-Reserves (if applicable)
-  _____ Add note to Dblist (if applicable)
+  * Selector, Liz and Ref-Liaisons list when resource is no longer available with note to remove from LibGuides, etc.
-  _____ If access is to cease at a future date:
-     _____ 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
-  _____ Suppress Bib. & Holdings record if there is no other access
-  _____ Credit selector if appropriate:
-     _____ (W:\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls)
-  _____ Notify Liz F. if it needs to be deactivated in dblocator.
-  __???___ Give all non-MarcIt records to Meghan B. ???
-  _____ Notify C. Turner for posting to eleres blog
-  _____ Remove From/Close In:
-      _____ Contacts File (i.e., password, admin access)
-      _____ Restricted Page via Webhelp ticket, if applicable.
-      _____ SFX
-      _____ Notify E-Reserves, if applicable.
-  _____ If paper file exists, move out of active drawers.
+===== 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
- --- //[[hdeirdre@library.umass.edu|Primary Contact: Heather Deirdre]] 2009/05/20 14:25//
+ --- //[[cturner@library.umass.edu|Primary Contact: Christine Turner]] 2009/05/20 14:25//