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databases_packages_-_new_purchases_checklist [2009/02/25 21:17]
lmatson
databases_packages_-_new_purchases_checklist [2019/01/07 17:20]
127.0.0.1 external edit
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 ==== Databases & Packages - New Purchases Checklist ==== ==== Databases & Packages - New Purchases Checklist ====
  
-Resource name and online host+**Resource name:**
  
-Patron username/​password if applicable:+**Online host:** 
  
-Admin Access URL is: +  * Signed license returned?
  
-Admin username/​password: ​+  * Aleph records created?
  
-→→→Signed license returned?+  * L. Matson or C. Turner or H. Deirdre or Scott Stangroom to add URL to proxy server (javascript used?)?
  
-→→→Aleph records created?+  * Add admin account url and username/​password to [[usernames_and_passwords_for_electronic_resources|Username Passwords page]]
  
-→→→L. Matson or C. Turner (Proxy Admins) to add URL to proxy server (javascript used?)?+  * If password-only access, ​add to Wiki  [[usernames_and_passwords_for_electronic_resources|Username Passwords page]]
  
-→→→If password-only access, ​add to password file (W:​\DEPARTMENTAL_FOLDERS\Acquisitions\Electronicresources\elec.res.that require username.xls) and distribute new file to Reference@library.umass.edu. ​+  * If password-only access, ​ask [[cturner@libray.umass.edu|CTurner]] ​to add to restricted page [[http://​www.library.umass.edu/​restricted/​index.html]]
  
-→→→If password-only accesssubmit ticket ​to web-help for adding to page at http://www.library.umass.edu/​restricted/​index.html+  * If applicable send information on titleURL, proxied?, limited seats?, access and license issues ​to [[ebf@library.umass.edu|Liz Fitzpatrick]] for Research Databases Locator addition
  
-→→→If applicable add titleURL, proxied?, limited seats?, access and license issues to Research Database Locator and notify ​Liz Fitzpatrick to finish and activate entry.+  * If fulltext is not permitted on Ereserves, notify ​[[Ereserves@library.umass.edu]]
  
-→→→If fulltext is not permitted on Ereserves, notify Ereserves@library.umass.edu.+  * Enable as SFX source if applicableTest.
  
-→→→Enable as SFX source ​if applicable. Test.+  * If SFX source, add sending sid(s) to Wiki [[SFX_sid_list|sid list]]
  
-→→→If ​SFX source, add sending sid(sto sid list at W:​\DEPARTMENTAL_FOLDERS\Acquisitions\SFX_Project\sid.list.xls and send revised list to ill@library.umass.edu+  * Activate as SFX target if applicable ​(remember proxy, CrossRef, menu logic)
  
-→→→Activate as SFX target if applicable ​(remember proxy, CrossRef, menu logic).+  * If paid resource, add resource to current year's Database Electronic Journals list: (r:​\acquisitions\electronic resources\dblist[fy].xls)
  
-→→→If paid resource, add resource to current year's Database Electronic Journals list: (r:\acquisitions\electronic resources\dblist[fy].xls)+  * Debit selector credits if appropriate ​(W\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls)
  
-→→→Debit selector credits if appropriate (W\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls)+  * File information on access to usage statistics in paper file and notify C. Turner.
  
-→→→File information on access to usage statistics ​in paper file and notify C. Turner.+  * WorldCat Local activations ​in MetaSearch ​and KB as appropriateSeparate instructions at [[uma_worldcat_service_configuration_management|WorldCat Service Config]] ​
  
-→→→Add Technical Support contact info to spreadsheet on w:drive: (w:​\departmental_folders\acquisitions\electronic resources\elec res contact list.xls)+  * Notify [[cturner@library.umass.edu|C. Turner]] for posting ​to [[http://​blogs.umass.edu/​eleres/​|Electronic Resources Blog]]
  
-→→→Notify ​C. Turner for posting ​to electronic resources blog+  * Notify ​selector(s) and faculty as appropriate as to availability
  
-→→→Notify selector(s) and faculty as appropriate as to availability.+**Note:** Resources which use IP filtering must be in proxy configuration file before the bib is unsuppressed or they are added to the Database Locator
  
-n.b. Resources which use IP filtering must be in proxy configuration file before the bib is unsuppressed or they are added to the Database Locator. 
  
-[[lmatson@library.umass.edu|Primary contact: Linda Matson]] 
databases_packages_-_new_purchases_checklist.txt · Last modified: 2022/05/16 19:39 by jeustis
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