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ejournals_title_transfer_checklist [2016/09/14 18:43]
cknapp
ejournals_title_transfer_checklist [2016/09/14 18:54]
cknapp
Line 3: Line 3:
 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]
  
-For changes to publisher, host, or vendor, make changes to: +  ​* Check titles new to packages. Do we have an individual subscription ​that could be cancelled? If so, send an email to Scott/​Acquisitions.
- +
-  ​* Check titles new to packages. Do we have an individual subscription?​ If so, send an email to Scott/​Acquisitions.+
   * Aleph order records. ​   * Aleph order records. ​
-    * Add notes, initial and date. +    * For titles that do not change payment vendor, 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.]] ​ +    * For titles that do change payment vendor, close previous ​order record, add note, delete encumbrance,​ and created new order record. 
-    * If title was an individual subscription but is becoming part of a package, delete encumbrance.+    * 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.  ​   * SFX.  ​
-    * Track and deactivate in old target and/or activate in new target.+    * 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 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+    ​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 targetsee [[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."​ 
-     Title changes host and payment vendorpossibly becoming part of or leaving packageClose previous order record, add note, delete encumbrance,​ and create new order recordAdd to calendar/ERM tool or take care of access changes (see below). If perpetual access ​content remains at former host, add PA order record and follow PA procedures. [[http://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=perpetual_access_procedures|Perpetual Access Procedures]]+    * 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]] ​ 
  
ejournals_title_transfer_checklist.txt · Last modified: 2019/01/15 18:22 by cknapp
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