This is a catch-page for useful info about processing electronic renewals in SFX. SFX-related files may be found in DRMS(Q):/SFX. For more information,

• SFX documentation may be found at the ExLibris Knowledge Center.
• Help with SFX terms is available at CARLI's SFX glossary.
• UMass Amherst Library SFX URL.
• CORAL Glossaries What the termins in CORAL mean, and how UMass is using it.

When a workflow is started by someone in Acquisitions, the renewals process starts. A notification will appear in the Queue when your step in the process becomes active.

• The queue is organized by renewal end date, so the resources closest to their end date appear first. They also include information on the acquisitions type (purchase vs, renewal vs. cancellation)
• The SFX steps include checking activation/access for things that are already active, and checking both the CORAL record and the Aleph holdings record for the correct URL.
• It's good practice to check that the organization roles are correct, especially the platform and publisher. These are things you can help IRM with since eJournals change so much
• Next, go to the Access tab.
  • The Data Integration note should be updated (Yes or No for SFX Activation)
  • The Target name(s) should be updated
  • Any local name should be put in (either for name norm. or for ILL lending rights)
  • Notes for anything you did should be entered or updated to help you out next year.
• The Following are not activated in SFX
  • eBooks (except Springer)
  • Audio/Video resources like Alexander Street Press
  • Most OA content
  • Memberships
  • Tools
  • Hardware/Software

Text

• Text
• Text

eJournal Packages can be challenging because title lists are likely to change either by new additions, journal transfers, or title cessations. In SFX this means tracking PA, Previous Titles, Open Access, and Object Portfolios moving between targets.

Here are a few questions that might be useful in approaching packages in the CORAL Queue:

• Can we loan ILL? Check ILL doc in R Drive or CORAL Licensing Module. SFX Public Name bullet for NO lending- •
• What title access should we have? Is a title list on the Acquisitions drive and uploaded to CORAL? If not, download from publisher, consortia etc. and upload to CORAL.
• Does the title list include previous titles?
• Is there a list of titles joining and leaving the package, or the publisher? (Check the Transfers Sheet!)
• Is there a list of titles that have become open access or that are no longer OA? Add notes to ops.
• What dates are expected? Do dates prior to the package’s cut-off need tested (e.g. 1996 or 1997 is often a cut off date) If purchased from EBSCO this can be found in EBSCO Net
• Does the package need an overhaul? Set up a student project if the package needs attention.
• Are the SFX targets appropriate for the content or is it worth, say, breaking out individual subs from a package into two separate targets? Time vs value of reorganization.
• Does anything look weird?
• Add notes for ALL of this to CORAL. It can be helpful when you have to start over next year!

Text

• Text
• Text

For the most part, Judy takes care of getting the journals themselves onto this document. If you see one, please put it on!

• Package to Package
  • Search for an object in SFX by ISSN
    • Go into the portfolio of portfolios
  • For the Old Package:
    • Wiley: Close the dates and leave a note saying that it moved and where it is going. (Unless ExLibris sets up an autoload!)
    • Springer & Elsevier: They should be handled by the autoloads, OPs will either be turned off or have closed dates. If not, contact the publisher and alert them of the issue with the autoload.
    • All others: Turn off and leave a note about the transfer.
  • For the New Package:
    • Check Aleph or CORAL to see if we are buying it
      • If yes, continue
    • Check for a Target that makes sense
      • If there isn’t one, wait for one, and leave a note in the Transfer Shee and in CORAL
      • If there is one, but the Target and Target Service are inactive, refer to the SFX Targets - Activating document and follow all of those steps to make sure everything is activated correctly.
        • Make sure you check lending rights and target precedence!
    • Once the Target is activated, publisher title list or of paid to EBSCO, check EBSCO Net for Date thresholds
      • Search by title, navigate to the access details. If it is all content, leave the global date threshold, if it is something else put it in.
    • Record everything in CORAL
      • Whatever is needed
    • Make changes to the Transfer Sheet
• Package to Individual
  • Wait for the item to reach a “Done” status for Acquisitions
    • Judy leaves all of these transfers in the document so we can close dates, even if we don’t know if we’re buying it.
    • If we do buy it, it will come up in your CORAL queue as a first year subscription.
  • Search for an object in SFX by ISSN
    • Go into the portfolio of portfolios
  • For the Old Package
    • Wiley: Close the dates and leave a note saying that it moved and where it is going.
    • Springer & Elsevier: They should be handled by the autoloads, OPs will either be turned off or have closed dates. If not, contact the publisher about the issue with the Autoload.
    • All others: Turn off and leave a note about the transfer.
  • For the new individual subscription:
    • If the new individual subscription is through EBSCO, check EBSCONet for more information about dates and access details
    • Highwire hosted journals have a place to check ILL, proxy, publisher, dates, etc.
  • If there is a publisher target:
    • Activate it on all three levels using SFX Targets - Activating document
      • Make sure you check ILL lening rights and target precedence!
  • Record everything in CORAL
  • Make changes to the Transfer Sheet

• Individual to Package
• Title Cessations (Also Open Access)
• Title Change
• New title to Package
• Package to Open Access

Text

• Text

Primary contact: Catherine Knapp