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ejournals_-_new_purchases_checklist [2009/03/17 20:28] lmatson |
ejournals_-_new_purchases_checklist [2019/01/07 17:20] (current) |
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| - | Draft 2/26/09 Linda | + | ====== EJournals - New Purchases Checklist ====== |
| - | === EJournals - New Purchases Checklist === | + | === Title of Journal/Package: === |
| + | |||
| + | * Check Ebsconet, Harrassowitz or consortium for availability, price, IP access, license requirement | ||
| + | |||
| + | * If *we* need to do a new license, request it from Ebsco or Harrossowitz rep, [[licensing|review]] and negotiate | ||
| + | |||
| + | * Create ALEPH bibliographic, item (status "on order") and standing order records (download bib if necessary see: [[EJournals - Adding New Titles (MARCIt)]]) | ||
| + | * Note order on calendar to check for access | ||
| + | |||
| + | * Activate at hosting platform if necessary. Information could be through eleres notification. Can check with vendor (EBSCONet, NERL, etc.) | ||
| - | Title of Journal: | + | * Add host stanza to proxy server configuration file |
| + | |||
| + | * Activate in SFX Knowledgebase. | ||
| + | * Activate target and target service if necessary, editing fields in these edit screens, checking ILL rights, etc. See [[http://www.library.umass.edu/wikis/acp/doku.php?id=sfx_targets_-_activating | SFX Targets - Activating]]. | ||
| + | * Activate the object portfolio, checking date threshold and access. | ||
| + | * If no object portfolio is available, search for the object and add a local portfolio. Report to SFX and track or ask Catherine to do so. | ||
| + | * Note: SFX activation of ejournals will also provide "View Now" access in WCL when an SFX file is loaded. | ||
| - | →→→→Order record created (download bib if necessary see: [[EJournals - Adding New Titles (MARCIt)]] ) | + | * If fulltext is NOT permitted on ereserve, notify EReserves |
| + | |||
| + | * If password-only access, add to Wiki [[usernames_and_passwords_for_electronic_resources|Usernames & Passwords]] | ||
| - | →→→→Edit print record | + | * If password-only access, submit webhelp ticket with request for addition to page at http://www.library.umass.edu/restricted/index.html |
| - | →→→→License completed? | + | * Debit selector credits if appropriate (W\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls) |
| - | →→→→If fulltext is NOT permitted on ereserve, notify EReserves | + | * Add Technical Support, administrative and usage site (if new) contact and login info to Google Contacts. |
| - | →→→→ Proxy server configuration file addition | + | * Notify selector and or faculty requestor when resource is live. |
| - | →→→→Activation of access on hosting service | + | * When completed, send to Christine Turner for eleres blog posting. |
| - | →→→→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, submit ticket to web-help for adding to page at http://www.library.umass.edu/restricted/index.html | ||
| - | →→→→Debit selector credits if appropriate (W\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls) | ||
| - | |||
| - | →→→→Add Technical Support contact info to Verde | ||
| - | |||
| - | →→→→ Activate in SFX Knowledgebase. Check access and threshold. (If in new Target set, notify Linda Matson for menu logic change) | ||
| - | |||
| - | →→→→If new host, send info on addition for usage statistics to Christine Turner. | ||
| - | |||
| - | →→→→ Notify selector resource is live? Faculty requester? | ||
| - | |||
| - | →→→→When completed: To Christine for eleres blog posting | ||
| - | |||
| - | |||
| - | [[lmatson@library.umass.edu|Primary contact: Linda Matson]] | ||
