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ejournals_title_transfer_checklist [2016/09/14 18:39]
cknapp
ejournals_title_transfer_checklist [2019/01/15 18:22] (current)
cknapp
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 ===== Ejournals - Title Transfer Checklist ===== ===== Ejournals - Title Transfer Checklist =====
  
-Title transfers and changes are tracked on this spreadsheetR:\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 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
  
-For changes to publisher, host, or vendormake changes ​to: +Acquisitions receives notifications of changes ​via EBSCO change reports and publishers emails. 
-  * Aleph order records. ​Add notes. +  * Titles new to packages. Do we have an individual subscription that could be cancelled? If sosend an email to Scott/​Acquisitions. 
-    * 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.]] ​+  * Title leaving packages. Do we want to subscribe? Ask Scott. 
 +  * 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.  ​   * SFX.  ​
-    * Track and deactivate in old target and/or activate in new target+    * Change activation ​and date thresholds as appropriate
-    * If a target is being deactivated, or new target ​is being activatedremember 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 levelstarget, target service, object portfolios
-  CORAL. Change ​the organizations ​in the Product tab+    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 publishersAutoloads should accurately reflect PA 
- +    * Test access. Check date threshold. 
- 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]] +    * Update proxy file if necessary.[[http://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=ezproxy_maintenance&​s[]=ezproxy|EZProxy Maintenance]] 
-     * Title changes host and payment vendor, possibly 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 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 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.1473878349.txt.gz · Last modified: 2019/01/07 17:20 (external edit)
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