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e-journal_package_maintenance [2016/09/19 16:15] cknapp [EJournal Package Review Checklist] |
e-journal_package_maintenance [2016/09/19 16:27] cknapp [EJournal Package Review Checklist] |
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| * 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 object portfolio edit. | + | * 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.]] |
| - | * Internal Note fields. Use these notes: | + | * Object portfolio changes for new and leaving titles: |
| - | * PA to (dates) | + | * Add internal notes if needed. |
| - | * Prev title (to...title optional) | + | * Turn on new titles for which there is not yet content, adding a General note such as "Content may not yet be available." |
| - | * Accessible (dates) | + | * Perpetual access: Move PA titles to appropriate target and close date thresholds. Create PA order record and close old order record if necessary. |
| - | * Free for (dates) | + | * 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. |
| - | * OA | + | |
| - | * Continues (title) | + | |
| - | * General Note fields. Use these notes: | + | |
| - | * Current issues may not be available. | + | |
| - | * Some full text content may not be available. | + | |
| - | * Some years are not available. | + | |
| - | * We are working on restoring access. | + | |
| - | * 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. Create PA order record and close old order record if necessary. | + | |
| - | * 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. | ||
