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electronic_resources_cancellation_checklist [2014/03/18 14:47]
sstangroom
electronic_resources_cancellation_checklist [2019/01/07 17:20] (current)
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 ====== Electronic Resources Cancellation Checklist ======  ​ ====== 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.+===== Notifications ====
  
-  ​_____ Notify vendor +  * Vendor. Save copy to eleres/cancellations ​folder 
-  _____ Make calendar entry +  ​* Eleres blog (C.Turner
-  _____ Make notation in order record, and change status +  ​* Usage statistics ​for packages or databases ​(NWashburn) 
-  _____ Cancel encumbrance if funds have **not** already been encumbered +  E-Reserves ​(if applicable) 
-  _____ Add note to Dblist (if applicable) +  ​* Selector, Liz and Ref-Liaisons list when resource is no longer available with note to remove from LibGuidesetc
-  _____ If access is to cease at a future date: +
-     _____ Make note in eleres ​calendar (optional: add also to personal calendar/to-do file) +
-     _____ Send vendor a cancellation notification,​ and file in cancellation ​folder ​in eleres +
-  ​_____ Suppress Bib. & Holdings record if there is no other access +
-  _____ Credit selector if appropriate:​ +
-     ​_____ ​(W:​\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls+
-  ​_____ Notify Liz F. if it needs to be deactivated in dblocator. +
-  __???___ Give all non-MarcIt records to Meghan B. ??? +
-  _____ Notify C. Turner ​for posting to eleres blog +
-  _____ Remove From/Close In: +
-      _____ Contacts File (i.e., password, admin access)  ​ +
-      _____ Restricted Page via Webhelp ticket, if applicable. +
-      _____ SFX +
-      _____ Notify ​E-Reservesif applicable. +
-  ​_____ If paper file existsmove out of active drawers.+
  
 +===== 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
 +  * Print bib records of individual databases and give to Marcelle
  
 +==== 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. (E-journals will be de-activated through SFX holdings file load; e-books get links from our catalog)
  
 +==== Research Databases list ====
  
 +  * Remove from list
  
 +==== EZProxy ====
  
 +  * delete stanza in configuration file, making sure it's not used for another resource or likely to be used in the future
  
  
- --- //[[hdeirdre@library.umass.edu|Primary Contact: ​Heather Deirdre]] 2009/05/20 14:25//+ 
 + --- //[[cturner@library.umass.edu|Primary Contact: ​Christine Turner]] 2009/05/20 14:25//
  
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