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e-journal_package_maintenance [2016/09/14 12:27]
cknapp [EJournal Package Review Checklist]
e-journal_package_maintenance [2016/10/24 08:34]
cturner [EJournal Package Review Checklist]
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           * Note: SFX targets are often not updated to match packages in a timely manner. If waiting is not a good option, deactivate titles transferring out, leaving target on AutoActive if appropriate. A good option is to temporarily use a different target to activate titles transferring in. Contact ExLibris to request updating a target if necessary.           * Note: SFX targets are often not updated to match packages in a timely manner. If waiting is not a good option, deactivate titles transferring out, leaving target on AutoActive if appropriate. A good option is to temporarily use a different target to activate titles transferring in. Contact ExLibris to request updating a target if necessary.
       * New target activation: see [[http://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=sfx_targets_-_activating|SFX Targets - Activating and Deactivating]]       * New target activation: see [[http://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=sfx_targets_-_activating|SFX Targets - Activating and Deactivating]]
-      * Check Target edit settings including public name and ILL bullet. See R:​\Acquisitions\ER Licenses\Licensing ​Terms\ILL_Lending_Rights.+      * Check Target edit settings including public name and ILL bullet. See R|S:​\Acquisitions\Electronic Resources Projects\Licensing\ILL_Lending_Rights.
       * Check Target Service settings. AutoUpdate and Proxy (except open access targets) should be checked. ​ AutoActive varies depending upon whether we activate the entire target (use only Yes or No).        * Check Target Service settings. AutoUpdate and Proxy (except open access targets) should be checked. ​ AutoActive varies depending upon whether we activate the entire target (use only Yes or No). 
       * Object portfolios: ​       * Object portfolios: ​
           * Student help can be great for comparing title lists and SFX targets. Export a target list of titles or the student can use a readonly login. Have the student check access and date thresholds and make notes on the export spreadsheet. Provide the student with instructions on how to access spreadsheets. A student instruction template can be found here: R:​\Acquisitions\SFX\Instructions for Students\Package Review Instructions for Students.           * Student help can be great for comparing title lists and SFX targets. Export a target list of titles or the student can use a readonly login. Have the student check access and date thresholds and make notes on the export spreadsheet. Provide the student with instructions on how to access spreadsheets. A student instruction template can be found here: R:​\Acquisitions\SFX\Instructions for Students\Package Review Instructions for Students.
-         * Make changes to object portfolios to match title list, keeping in mind that many title lists do not include previous titles. Check access. Add notes to op Internal Note fieldsUse these notes: +         * Make changes to object portfolios to match title list, keeping in mind that many title lists do not include previous titles. Check access. Add notes to object portfolio edit; standardized note language can be found at [[http://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=sfx_routine_maintenance#​notes_in_object_portfolio_edit | SFX Routine Maintenance.]]  
-             * PA to (dates) +      * Object portfolio changes for new and leaving titles:  
-             * Prev title (to...title optional) +           ​* Add internal notes if needed.  
-             * Accessible (dates) +           ​* Turn on new titles for which there is not yet content, adding a General note such as "​Content may not yet be available."​ 
-             * Free for (dates) +      * Perpetual access: Move PA titles to appropriate target and close date thresholds. Create PA order record and close old order record if necessary
-             * OA  +      * Open access: If OA titles are included in the title list and in the target, leave them. If OA titles are not included in a target, activate in a publisher OA (first choice) or other target if able to do so without creating local ops.
-             * Continues (title) +
-         * Object portfolio changes for new and leaving titles:  +
-             ​* Add internal notes if needed.  +
-             ​* Turn on new titles for which there is not yet content, adding a General note such as "​Content may not yet be available."​ +
-         ​* Perpetual access: Move PA titles to appropriate target and close date thresholds. +
-         ​* Open access: If OA titles are included in the title list and in the target, leave them. If OA titles are not included in a target, activate in a publisher OA (first choice) or other target if able to do so without creating local ops.+
          * Local object portfolios: check and delete if global op exists.          * Local object portfolios: check and delete if global op exists.
  
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 ==== Package Review Notes in CORAL ==== ==== Package Review Notes in CORAL ====
-Package review notes in CORAL should include the following. ​Please make notes concise and approximate this formatUse the Access ​tab notes field for each packageFor an example, see Cambridge Journals Online in CORAL. +Package review notes in CORAL should include the following ​in the Access tabDo not add new Package Review ​notes but revise old onesFeel free to add new Access ​Detail ​notes if needed
- +  * Status of review ​and date. Date completedDate of last previous ​review
-Package review: Level of review; date last review done +  * Title list notes. Where can they be retrieved? Does title list include open access, previous titles, a separate list of title transfers? 
-  * Full review ​= Full package review; check each title on list against SFX target. Spot check date thresholds. +  * Is there separate ​list of previousPA and/or transfer ​titles ​on the R drive? Note where
-  * Manual changes = New, leaving, previous, open access, perpetual access titles need to be activated/​deactivated in SFX target manually, and order records changed +  ​* ​SFX target names (AutoActive or Not on Autoactive) and what they include (previous titles, open access, PA, etc.). Do we use a separate target for prev titles and PA? Is there a separate target for open access? 
-  * Target Autoactive = Spot check; SFX target reflects our package; may require waiting for target update. +  * SFX target ​notes: When was target updated at ExLibrisAre we using menu logic? 
-  * Target Autoactive local dates = SFX target reflects our package but we supply local date thresholds. Spot check, especially dates previous ​to our subscription+  * Work that can be done by students. 
-  * Automated target = Automated target updates are set up between the publisher and SFX (i.e. Elsevier). +  ​* ​Perpetual access ​track record for this package. Are PA titles at publisher'​s site still accessible
- +  * Proxy irregularities. 
-Last year's title list worksheet (location). +  * Instructions and idiosyncrasies. Are we using localized date thresholds? Is archival content included? 
- +  * Notes for next review. ​
-Instructions. Ordered checklist. What needs to be done in SFX? What can students do? Unique situations like each title requires separate proxy. Check ILL status and bullet in target edit screen (R:​\Acquisitions\ER Licenses\Licensing Terms\ILL_Lending_Rights). Check SFX target service settings. +
- +
-Notes and problems. Next review. Explanations of procedures. +
-Notes about publisher'​s track record for maintaining PA. +
- +
-Title list (if not included in instructions). Where do title lists to be downloaded to the R/S drive come from? Does the main title list include open access, previous titles, ​and a separate list of changes/​new/​leaving titlesAre we keeping ​running ​list of previous ​titles? ​PA titles? Add R drive location of title list worksheet; use SFX folder within (Resource_Year) folder+
- +
-SFX targets ​(if not included in instructions). Which targets do we use? Do we use a package target and separate target for prev titles and PA? Autoactive and why? OP note fieldsLocalized date thresholds? Date updated ​target ​receivedMenu logic? +
-Previous titles use which target? +
-Open access uses which target? +
-Perpetual access ​uses which target?  +
- +
-  +
  
e-journal_package_maintenance.txt · Last modified: 2019/01/07 12:20 (external edit)
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