Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
e-journal_package_maintenance [2016/09/19 12:24]
cknapp [EJournal Package Review Checklist]
e-journal_package_maintenance [2019/01/07 12:20] (current)
Line 34: Line 34:
           * 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 object portfolio edit; standardized note language can be found [[http://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=sfx_routine_maintenance#​notes_in_object_portfolio_edit | here.]]  +         * 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.]]  
-         ​* Object portfolio changes for new and leaving titles:  +      * Object portfolio changes for new and leaving titles:  
-             ​* Add internal notes if needed.  +           ​* 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."​ +           ​* 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. +      * 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.+      * 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.1474302260.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
[unknown link type]Back to top
www.chimeric.de Creative Commons License Valid CSS Driven by DokuWiki do yourself a favour and use a real browser - get firefox!! Recent changes RSS feed Valid XHTML 1.0