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electronic_resources_cancellation_checklist [2009/11/06 20:51]
hdeirdre
electronic_resources_cancellation_checklist [2014/03/18 14:47]
sstangroom
Line 4: Line 4:
  
   _____ Notify vendor   _____ Notify vendor
-  _____ Make notation in order record, and change status ​ +  ​_____ Make calendar entry 
 +  ​_____ Make notation in order record, and change status
   _____ Cancel encumbrance if funds have **not** already been encumbered   _____ Cancel encumbrance if funds have **not** already been encumbered
   _____ Add note to Dblist (if applicable)   _____ Add note to Dblist (if applicable)
   _____ If access is to cease at a future date:   _____ If access is to cease at a future date:
-    _____ Print out bib. record +     _____ Make note in eleres calendar (optional: add also to personal ​calendar/​to-do file) 
-    ​_____ Make notation of pertinent information +     ​_____ Send vendor a cancellation notification,​ and file in cancellation folder in eleres 
-    _____ Place in cancellation pile on table, or in personal ​folder +  ​_____ Suppress ​Bib. & Holdings record if there is no other access 
-  _____ Send vendor a cancellation notification,​ and file in cancellation folder in eleres +  ​_____ Credit ​selector if appropriate: 
-  ​_____Suppress ​Bib. & Holdings record if there is no other access +     ​_____ (W:\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls) 
-  ​____Credit ​selector ​credits ​if appropriate +  _____ Notify Liz F. if it needs to be deactivated ​in dblocator. 
-    _____ (W\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls) +  ​__???​___ ​Give all non-MarcIt records to Meghan B. ??? 
-  _____ Notify Liz F. if it needs to be de-activated ​in dblocator. +  _____ Notify C. Turner for posting to eleres ​blog
-  ​_____ Give all non-MarcIt records to Meghan B. +
-  _____ Notify C. Turner for posting to electronic resources ​blog+
   _____ Remove From/Close In:   _____ Remove From/Close In:
-      _____ Verde +      _____ Contacts ​File (i.e., password, admin access) ​ 
-      _____ Username Password ​File  ​+
       _____ Restricted Page via Webhelp ticket, if applicable.       _____ Restricted Page via Webhelp ticket, if applicable.
       _____ SFX       _____ SFX
       _____ Notify E-Reserves, if applicable.       _____ Notify E-Reserves, if applicable.
-  _____ If paper file exists, move out of active drawers ​to inactive drawer.+  _____ If paper file exists, move out of active drawers.
  
  
electronic_resources_cancellation_checklist.txt · Last modified: 2019/01/07 17:20 (external edit)
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