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e-journal_package_maintenance [2016/09/14 13:50]
cknapp [Package Review Notes in CORAL]
e-journal_package_maintenance [2019/01/07 12:20] (current)
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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 fields. Use 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. 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.
  
e-journal_package_maintenance.1473875453.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
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