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ejournals_title_transfer_checklist [2016/09/14 18:55] cknapp |
ejournals_title_transfer_checklist [2019/01/15 18:22] cknapp |
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| ===== Ejournals - Title Transfer Checklist ===== | ===== Ejournals - Title Transfer Checklist ===== | ||
| - | 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 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 | ||
| - | * Check titles new to packages. Do we have an individual subscription that could be cancelled? If so, send an email to Scott/Acquisitions. | + | 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. | * Aleph order records. | ||
| * For titles that do not change payment vendor, add notes, initial and date. | * 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. | * 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, add PA order record. See [[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures | Perpetual Access Procedures.]] | + | * If perpetual access remains at previous publisher, is an individual subscription and deemed reliable, add PA order record. See [[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures | Perpetual Access Procedures.]] |
| * SFX. | * SFX. | ||
| - | * When access is available or disappears according to the spreadsheet, deactivate in old target and/or activate in new target. | + | * Change activation and date thresholds as appropriate. |
| - | * If a target is being deactivated, or a new target is being activated, remember to add to this spreadsheet: R/S:\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 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 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." | + | * If there is perpetual access, follow the policy found in [[https://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures|Perpetual Access Procedures]]. Set up PA only for certain publishers. Autoloads should accurately reflect PA. |
| * Test access. Check date threshold. | * 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]] | * 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. | + | * 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. | ||
