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electronic_resources_cancellation_checklist [2015/05/13 14:36]
electronic_resources_cancellation_checklist [2019/01/07 12:20] (current)
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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
 +
 +===== 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
 +
 +
 +
 + --- //​[[cturner@library.umass.edu|Primary Contact: Christine Turner]] 2009/05/20 14:25//
  
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