====== Electronic Resources Cancellation Checklist ======  

===== Notifications ====

  * Vendor. Save copy to eleres/cancellations folder
  * Eleres blog (C.Turner)
  * Usage statistics for packages or databases (N. Washburn)
  * E-Reserves (if applicable)
  * 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.
  * 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//