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electronic_resources_cancellation_checklist [2014/04/03 11:48]
cturner
electronic_resources_cancellation_checklist [2014/04/03 12:01]
cturner
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 ===== Notifications ==== ===== Notifications ====
  
--- Vendor. Save copy to eleres/​cancellations folder +  * Vendor. Save copy to eleres/​cancellations folder 
--- Eleres blog (C.Turner) +  ​* ​Eleres blog (C.Turner) 
--- Usage statistics for packages or databases (N. Washburn) +  ​* ​Usage statistics for packages or databases (N. Washburn) 
--- E-Reserves (if applicable) +  ​* ​E-Reserves (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.+  ​* ​Selector, Liz and Ref-Liaisons list when resource is no longer available with note to remove from LibGuides, etc. 
  
 ===== Recordkeeping ===== ===== Recordkeeping =====
  
--- Make calendar entry for when access will cease. Reference checklist in notes. +  * Make calendar entry for when access will cease. Reference checklist in notes. 
--- Update DBList/​Master Renewal List, noting cancellation date +  ​* ​Update DBList/​Master Renewal List, noting cancellation date 
--- Put copy of vendor cancellation notice in paper file for databases or packages+  ​* ​Put copy of vendor cancellation notice in paper file for databases or packages
  
 ===== Accounting =====  ===== Accounting ===== 
  
--- Change status of order record. Add note about date of cancellation. +  * Change status of order record. Add note about date of cancellation. 
--- Cancel encumbrance if funds have NOT already been encumbered +  ​* ​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) +  ​* ​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)+  ​* ​Note selector credit (W:​\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls)
  
  
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 ==== Catalog ==== ==== Catalog ====
--- If individual title (e-journal, database), suppress Bib record for e-journal and Bib and holdings record for database +  * 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+  ​* ​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 ==== ==== SFX ====
  
--- De-activate individual title or entire target, as appropriate,​ for e-journals and some e-books +  * 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+  ​* ​If de-activating target, also de-activate Service and objects within it
  
 ==== WorldCat Local knowledge base ==== ==== WorldCat Local knowledge base ====
  
--- Deselect aggregator databases and ebooks. (E-journals will be de-activated through SFX holdings file load)+  * Deselect aggregator databases and ebooks. (E-journals will be de-activated through SFX holdings file load)
  
 ==== Research Databases list ==== ==== 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?)+  * Remove ​from list
  
 ==== EZProxy ==== ==== EZProxy ====
  
--- delete stanza in configuration file+  * delete stanza in configuration file, making sure it's not used for another resource or likely to be used in the future
  
  
electronic_resources_cancellation_checklist.txt · Last modified: 2019/01/07 12:20 (external edit)
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