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electronic_resources_cancellation_checklist [2014/04/03 15:48] cturner |
electronic_resources_cancellation_checklist [2014/04/03 16:01] 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 |
