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electronic_resources_cancellation_checklist [2009/08/04 19:11] lmatson |
electronic_resources_cancellation_checklist [2014/04/03 16:01] cturner |
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| - | ====== Electronic Resources Cancellation Checklist ====== DRAFT | + | ====== Electronic Resources Cancellation Checklist ====== |
| - | When we lose access to electronic resources (i.e. cancellation, no longer "free"), we need to update this information in several places. | + | ===== Notifications ==== |
| - | * Make notation in order record, and change status | + | * Vendor. Save copy to eleres/cancellations folder |
| - | * Cancel encumbrance if funds have **not** already been encumbered | + | * Eleres blog (C.Turner) |
| - | * Add note to Dblist (if applicable) | + | * Usage statistics for packages or databases (N. Washburn) |
| - | * If access is to cease at a future date: | + | * E-Reserves (if applicable) |
| - | * Print out bib. record | + | * Selector, Liz and Ref-Liaisons list when resource is no longer available with note to remove from LibGuides, etc. |
| - | * Make notation of pertinent information | + | |
| - | * Place in cancellation pile on table, or in personal folder | + | |
| - | * Send vendor a cancellation notification, and file in cancellation folder in eleres | + | |
| - | * Suppress Bib. & Holdings record if there is no other access | + | |
| - | * Credit selector credits if appropriate | + | |
| - | * (W\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls) | + | |
| - | * Notify Liz F. if it needs to be de-activated in dblocator. | + | |
| - | * Give all non-MarcIt records to Meghan B. | + | |
| - | * Notify C. Turner for posting to electronic resources blog | + | |
| - | * Remove From/Close In: | + | |
| - | * Verde | + | |
| - | * Username Password File | + | |
| - | * Restricted Page via Webhelp ticket, if applicable. | + | |
| - | * SFX | + | |
| - | * Notify E-Recerves | + | |
| + | ===== Recordkeeping ===== | ||
| + | * Make calendar entry for when access will cease. Reference checklist in notes. | ||
| + | * Update DBList/Master Renewal List, noting cancellation date | ||
| + | * Put copy of vendor cancellation notice in paper file for databases or packages | ||
| + | ===== Accounting ===== | ||
| + | * Change status of order record. Add note about date of cancellation. | ||
| + | * Cancel encumbrance if funds have NOT already been encumbered | ||
| + | * If we have perpetual access rights, create record ([[http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures]]) | ||
| + | * Note selector credit (W:\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls) | ||
| + | ===== Access ===== | ||
| + | ==== Catalog ==== | ||
| + | * If individual title (e-journal, database), suppress Bib record for e-journal and Bib and holdings record for database | ||
| + | * If package (e-book, e-journals, streaming), suppress master record and send collection name/code to Ron (?) for suppression of individual title records | ||
| + | * Print bib records of individual databases and give to Marcelle | ||
| + | ==== SFX ==== | ||
| + | * De-activate individual title or entire target, as appropriate, for e-journals and some e-books | ||
| + | * If de-activating target, also de-activate Service and objects within it | ||
| + | ==== WorldCat Local knowledge base ==== | ||
| + | * Deselect aggregator databases and ebooks. (E-journals will be de-activated through SFX holdings file load) | ||
| + | ==== Research Databases list ==== | ||
| + | * Remove from list | ||
| + | ==== EZProxy ==== | ||
| + | * delete stanza in configuration file, making sure it's not used for another resource or likely to be used in the future | ||
| - | --- //[[hdeirdre@library.umass.edu|Primary Contact: Heather Deirdre]] 2009/05/20 14:25// | + | |
| + | --- //[[cturner@library.umass.edu|Primary Contact: Christine Turner]] 2009/05/20 14:25// | ||
