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ejournals_title_transfer_checklist [2016/09/14 14:55]
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ejournals_title_transfer_checklist [2019/01/15 13:22] (current)
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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
  
-  ​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.
    
  
ejournals_title_transfer_checklist.1473879312.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
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