Ejournals - Title Transfer Checklist

Title transfers and changes are heaviest during renewal season and are tracked on this Google sheet: https://docs.google.com/spreadsheets/d/1PE7ncoIwHsTQRXHOgczfq084y6OB2hEtLt2E1nxkAcU/edit#gid=2143615762 This sheet includes:

  • Package to package transfers
  • Package to individual subscription
  • Individual to package
  • Title cessations (some to OA)
  • Title change
  • New Title to package (not previously at UM)
  • Package to OA

Acquisitions receives notifications of changes via EBSCO change reports and publishers emails.

  • Titles new to packages. Do we have an individual subscription that could be cancelled? If so, send an email to Scott/Acquisitions.
  • Title leaving packages. Do we want to subscribe? Ask Scott.
  • Aleph order records.
    • For titles that do not change payment vendor, add notes, initial and date.
    • For titles that do change payment vendor, close previous order record, add note, delete encumbrance, and created new order record.
    • If perpetual access remains at previous publisher, is an individual subscription and deemed reliable, add PA order record. See Perpetual Access Procedures.
  • SFX.
    • Change activation and date thresholds as appropriate.
    • If an object portfolio being deactivated is the last in a target, deactivate all 3 target levels: target, target service, object portfolios.
    • If title is the first to be activated in the target, see SFX Targets - Activating.
    • If there is perpetual access, follow the policy found in Perpetual Access Procedures. Set up PA only for certain publishers. Autoloads should accurately reflect PA.
    • Test access. Check date threshold.
    • Update proxy file if necessary.EZProxy Maintenance
    • If a new target is activated, add to target precedence (SFX Admin>Menu Configuration>Menu Design>Simplified Template…>Target Precendence). Also add Display Logic if needed.
  • CORAL. In Resources module, add access notes if needed. Add changes to publisher, host, or vendor in the organizations in the Product tab.
  • EDS. Heather checks entries for changes needed in EDS.
  • Move line to Completed tab when done.
ejournals_title_transfer_checklist.txt · Last modified: 2019/01/15 13:22 by cknapp
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