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electronic_resources_cancellation_checklist [2014/04/03 12:01]
cturner
electronic_resources_cancellation_checklist [2019/01/07 12:20]
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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, Liz and Ref-Liaisons list when resource is no longer available with note to remove from LibGuides, etc.  
- 
-===== 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 
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-===== 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 ===== 
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-==== 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 
-  * Print bib records of individual databases and give to Marcelle 
- 
-==== SFX ==== 
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-  * 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 
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-==== WorldCat Local knowledge base ==== 
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-  * Deselect aggregator databases and ebooks. (E-journals will be de-activated through SFX holdings file load) 
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-==== Research Databases list ==== 
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-  * Remove from list 
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-==== EZProxy ==== 
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-  * delete stanza in configuration file, making sure it's not used for another resource or likely to be used in the future 
- 
- 
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- --- //​[[cturner@library.umass.edu|Primary Contact: Christine Turner]] 2009/05/20 14:25// 
  
electronic_resources_cancellation_checklist.txt · Last modified: 2019/01/07 12:20 (external edit)
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