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Ejournals - Title Transfer Checklist

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? If so, send an email to Scott/Acquisitions.
  • Aleph order records.
    • Add notes, initial and date.
    • Add PA order record if perpetual access remains at previous publisher. See Perpetual Access Procedures.
    • If title was an individual subscription but is becoming part of a package, delete encumbrance.
  • SFX.
    • Track and 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.
  • CORAL. Change the organizations in the Product tab.
  • 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. Perpetual Access Procedures
  • 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 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. 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. UMA WorldCat Local Management
ejournals_title_transfer_checklist.1473878608.txt.gz · Last modified: 2019/01/07 17:20 (external edit)
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