Differences

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--- ejournals_title_transfer_checklist [2016/09/14 18:24]
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+++ ejournals_title_transfer_checklist [2016/09/14 18:43]
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 Title transfers and changes are tracked on this spreadsheet: R:\Acquisitions\Electronic Resources Projects\E-Journal Changes\ EJOURNAL_CHANGES_[year]
-Process:
+For changes to publisher, host, or vendor, make changes to:
-  * Aleph order records. If...
-     * Title remains at same host but publisher changes and payment continues to same vendor. Add note to order record. Done.
+  * Check titles new to packages. Do we have an individual subscription? If so, send an email to Scott/Acquisitions.
-     * Title changes host and payment continues to same vendor. Add note to order record. Add to calendar/ERM tool or take care of access changes (see below). If perpetual access content remains at former host, add a PA order record and follow PA procedures. [[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures|Perpetual Access Procedures]]
+  * Aleph order records.
+    * Add notes, initial and date.
+    * Add PA order record if perpetual access remains at previous publisher. See [[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures | Perpetual Access Procedures.]]
+    * If title was an individual subscription but is becoming part of a package, delete encumbrance.
+  * SFX.
+    * Track and deactivate in old target and/or activate in new target.
+    * If a target is being deactivated, or a new target is being activated, remember to add to this spreadsheet: \\umalstf011\coll_management\Acquisitions\SFX\SFX sort services config\SFX Target changes 071415.
+  * CORAL. Change the organizations in the Product tab.
      * Title changes host and payment vendor, possibly becoming part of or leaving package. Close previous order record, add note, delete encumbrance, and create new order record. Add to calendar/ERM tool or take care of access changes (see below). If perpetual access content remains at former host, add a PA order record and follow PA procedures. [[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures|Perpetual Access Procedures]]