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ejournals_title_transfer_checklist [2018/12/04 14:28]
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 Google sheet: https://​docs.google.com/​spreadsheets/​d/​1PE7ncoIwHsTQRXHOgczfq084y6OB2hEtLt2E1nxkAcU/​edit#​gid=2143615762+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: This sheet includes:
   * Package to package transfers   * Package to package transfers
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     * 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.
-    * 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. 
     * 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.1543933716.txt.gz · Last modified: 2019/01/07 17:20 (external edit)
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