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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. | ||