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electronic_resources_cancellation_checklist [2014/03/18 14:47] sstangroom |
electronic_resources_cancellation_checklist [2014/04/03 15:48] cturner |
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====== Electronic Resources Cancellation Checklist ====== | ====== 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 ==== |
- | _____ Notify vendor | + | -- Vendor. Save copy to eleres/cancellations folder |
- | _____ Make calendar entry | + | -- Eleres blog (C.Turner) |
- | _____ Make notation in order record, and change status | + | -- Usage statistics for packages or databases (N. Washburn) |
- | _____ Cancel encumbrance if funds have **not** already been encumbered | + | -- E-Reserves (if applicable) |
- | _____ Add note to Dblist (if applicable) | + | -- Selector or Ref-Liaisons list when resource is no longer available with note to remove from LibGuides, etc. Sometimes Liz will do this if it's a database. |
- | _____ If access is to cease at a future date: | + | |
- | _____ Make note in eleres calendar (optional: add also to personal calendar/to-do file) | + | |
- | _____ Send vendor a cancellation notification, and file in cancellation folder in eleres | + | |
- | _____ Suppress Bib. & Holdings record if there is no other access | + | |
- | _____ Credit selector if appropriate: | + | |
- | _____ (W:\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls) | + | |
- | _____ Notify Liz F. if it needs to be deactivated in dblocator. | + | |
- | __???___ Give all non-MarcIt records to Meghan B. ??? | + | |
- | _____ Notify C. Turner for posting to eleres blog | + | |
- | _____ Remove From/Close In: | + | |
- | _____ Contacts File (i.e., password, admin access) | + | |
- | _____ Restricted Page via Webhelp ticket, if applicable. | + | |
- | _____ SFX | + | |
- | _____ Notify E-Reserves, if applicable. | + | |
- | _____ If paper file exists, move out of active drawers. | + | |
+ | ===== 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 | ||
+ | ==== 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 ==== | ||
+ | -- Email to Liz Fitzpatrick with request to remove from list (Is this a step that Liz is comfortable allowing us to do, as long as we fulfill notification step?) | ||
+ | ==== EZProxy ==== | ||
+ | -- delete stanza in configuration file | ||
- | --- //[[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// | ||