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ejournals_title_transfer_checklist [2015/05/13 18:36]
127.0.0.1 external edit
ejournals_title_transfer_checklist [2019/01/15 18:22] (current)
cknapp
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 ===== Ejournals - Title Transfer Checklist ===== ===== Ejournals - Title Transfer Checklist =====
  
-Title of Journal:+Title transfers and changes are heaviest during renewal season and are tracked on this Google sheethttps://​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
  
-  ​Aleph order records. If..+Acquisitions receives notifications of changes via EBSCO change reports and publishers emails. 
-     ​* Title remains at same host but publisher changes and payment continues to same vendorAdd note to order record. Done+  ​Titles new to packagesDo we have an individual subscription that could be cancelled? ​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 PA order record ​and follow PA procedures. [[http://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=perpetual_access_procedures|Perpetual Access Procedures]] +  * Title leaving packagesDo we want to subscribe? Ask Scott. 
-     ​Title changes host and payment vendor, possibly becoming part of or leaving packageClose previous order recordadd notedelete encumbranceand create new order recordAdd to calendar/​ERM tool or take care of access changes (see below). If perpetual access ​content remains at former hostadd 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.  
 +    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 [[http://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=perpetual_access_procedures | Perpetual Access Procedures.]]  
 +  SFX.   
 +    * Change activation ​and date thresholds as appropriate. 
 +    * If an object portfolio being deactivated is the last in a targetdeactivate all 3 target levels: targettarget serviceobject 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, 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. 
 +    * Update proxy file if necessary.[[http://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=ezproxy_maintenance&​s[]=ezproxy|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.
    
-  * 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.1431542161.txt.gz · Last modified: 2019/01/07 17:20 (external edit)
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