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electronic_resources_cancellation_checklist [2014/04/03 15:48] cturner |
electronic_resources_cancellation_checklist [2019/01/07 17:20] |
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| - | ====== Electronic Resources Cancellation Checklist ====== | ||
| - | |||
| - | ===== Notifications ==== | ||
| - | |||
| - | -- Vendor. Save copy to eleres/cancellations folder | ||
| - | -- Eleres blog (C.Turner) | ||
| - | -- Usage statistics for packages or databases (N. Washburn) | ||
| - | -- 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. | ||
| - | |||
| - | ===== 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 | ||
| - | |||
| - | |||
| - | |||
| - | --- //[[cturner@library.umass.edu|Primary Contact: Christine Turner]] 2009/05/20 14:25// | ||
