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ejournals_title_transfer_checklist [2016/09/14 18:24] cknapp |
ejournals_title_transfer_checklist [2016/09/14 18:54] cknapp |
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| Title transfers and changes are tracked on this spreadsheet: R:\Acquisitions\Electronic Resources Projects\E-Journal Changes\ EJOURNAL_CHANGES_[year] | Title transfers and changes are tracked on this spreadsheet: R:\Acquisitions\Electronic Resources Projects\E-Journal Changes\ EJOURNAL_CHANGES_[year] | ||
| - | Process: | + | * Check titles new to packages. Do we have an individual subscription that could be cancelled? If so, send an email to Scott/Acquisitions. |
| - | * Aleph order records. If... | + | * Aleph order records. |
| - | * Title remains at same host but publisher changes and payment continues to same vendor. Add note to order record. Done. | + | * For titles that do not change payment vendor, add notes, initial and date. |
| - | * 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]] | + | * For titles that do change payment vendor, close previous order record, add note, delete encumbrance, and created new order record. |
| - | * 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]] | + | * If perpetual access remains at previous publisher, add PA order record. See [[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures | Perpetual Access Procedures.]] |
| + | * SFX. | ||
| + | * When access is available or disappears according to the spreadsheet, 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. | ||
| + | * 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 [[http://www.library.umass.edu/wikis/acp/doku.php?id=sfx_targets_-_activating|SFX Targets - Activating]]. | ||
| + | * If there is perpetual access, close date threshold and add note to object portfolio internal description field, "PA, dates, initials." | ||
| + | * Test access. Check date threshold. | ||
| + | * Update proxy file if necessary.[[http://www.library.umass.edu/wikis/acp/doku.php?id=ezproxy_maintenance&s[]=ezproxy|EZProxy Maintenance]] | ||
| + | * CORAL. For changes to publisher, host, or vendor, change the organizations in the Product tab. | ||
| - | * Calendar/ERM tool notes should include ejournal title, date of change, dates of content, your initials. If available, add the former and destination URLs, the former and destination SFX targets, URL or email (date, sender) for further information. | ||
| - | |||
| - | * SFX deactivation and activation | ||
| - | * If there is perpetual access, close date threshold and add note to object portfolio internal description field, "PA, dates, initials." | ||
| - | * If no perpetual access is involved, deactivate in old target. If title is the last active object portfolio in target, deactivate target and target service levels. | ||
| - | * Activate in new target. If title is the first to be activated in the target, see [[http://www.library.umass.edu/wikis/acp/doku.php?id=sfx_targets_-_activating|SFX Targets - Activating]]. | ||
| - | * Miscellaneous ejournals. Remember to add proxy prefix to URLs in the MISCELLANEOUS EJOURNAL target. | ||
| - | * Test access. Check date threshold. | ||
| - | * Update proxy server configuration file if necessary. [[http://www.library.umass.edu/wikis/acp/doku.php?id=ezproxy_maintenance&s[]=ezproxy|EZProxy Maintenance]] | ||
| - | |||
| - | * WCL | ||
| - | * If an SFX file load is occurring soon, WCL activation should take place through the load. If not, deactivate and activate title in WCL collections manually. [[http://www.library.umass.edu/wikis/acp/doku.php?id=uma_worldcat_service_configuration_management|UMA WorldCat Local Management]] | ||
