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.

• Make notation in order record, and change status
• Cancel encumbrance if funds have not already been encumbered
• Add note to Dblist (if applicable)
• If access is to cease at a future date:
  • Print out bib. record
  • Make notation of pertinent information
  • Place in cancellation pile on table, or in personal folder
• Send vendor a cancellation notification, and file in cancellation folder in eleres
• Suppress Bib. & Holdings record if there is no other access
• Credit selector credits if appropriate
  • (W\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls)
• Notify Liz F. if it needs to be de-activated in dblocator.
• Give all non-MarcIt records to Meghan B.
• Notify C. Turner for posting to electronic resources blog
• Remove From/Close In:
  • Verde
  • Username Password File
  • Restricted Page via Webhelp ticket, if applicable.
  • SFX
  • Notify E-Reserves, if applicable.
• If paper file exists, move out of active drawers to inactive drawer.

— Primary Contact: Heather Deirdre 2009/05/20 14:25