Differences

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--- electronic_resources_cancellation_checklist [2014/04/03 15:48] – cturner
+++ electronic_resources_cancellation_checklist [2014/06/27 16:56] (current) – [WorldCat Local knowledge base] cturner
@@ Line 3: / Line 3: @@
 ===== Notifications ====
--- Vendor. Save copy to eleres/cancellations folder
+  * Vendor. Save copy to eleres/cancellations folder
--- Eleres blog (C.Turner)
+  * Eleres blog (C.Turner)
--- Usage statistics for packages or databases (N. Washburn)
+  * Usage statistics for packages or databases (N. Washburn)
--- E-Reserves (if applicable)
+  * E-Reserves (if applicable)
--- Selector or Ref-Liaisons list when resource is no longer available with note to remove from LibGuides, etc. Sometimes Liz will do this if it's a database.
+  * Selector, Liz and Ref-Liaisons list when resource is no longer available with note to remove from LibGuides, etc.
 ===== Recordkeeping =====
--- Make calendar entry for when access will cease. Reference checklist in notes.
+  * Make calendar entry for when access will cease. Reference checklist in notes.
--- Update DBList/Master Renewal List, noting cancellation date
+  * Update DBList/Master Renewal List, noting cancellation date
--- Put copy of vendor cancellation notice in paper file for databases or packages
+  * 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.
+  * Change status of order record. Add note about date of cancellation.
--- Cancel encumbrance if funds have NOT already been encumbered
+  * 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)
+  * 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)
+  * Note selector credit (W:\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls)
@@ Line 26: / Line 26: @@
 ==== Catalog ====
--- If individual title (e-journal, database), suppress Bib record for e-journal and Bib and holdings record for database
+  * 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
+  * 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
+  * 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
+  * If de-activating target, also de-activate Service and objects within it
 ==== WorldCat Local knowledge base ====
--- Deselect aggregator databases and ebooks. (E-journals will be de-activated through SFX holdings file load)
+  * Deselect aggregator databases. (E-journals will be de-activated through SFX holdings file load; e-books get links from our catalog)
 ==== Research Databases list ====
--- Email to Liz Fitzpatrick with request to remove from list (Is this a step that Liz is comfortable allowing us to do, as long as we fulfill notification step?)
+  * Remove from list
 ==== EZProxy ====
--- delete stanza in configuration file
+  * delete stanza in configuration file, making sure it's not used for another resource or likely to be used in the future