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sfx_renewals [2019/03/06 19:07] jmulvaney [Other Material Type Renewals] |
sfx_renewals [2020/03/06 16:35] (current) jmulvaney |
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| * UMass Amherst Library [[https://sfxhosted.exlibrisgroup.com/umass | SFX URL]]. | * UMass Amherst Library [[https://sfxhosted.exlibrisgroup.com/umass | SFX URL]]. | ||
| * [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]] What the termins in CORAL mean, and how UMass is using it. | * [[https://docs.google.com/spreadsheets/d/1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/edit?usp=sharing|CORAL Glossaries]] What the termins in CORAL mean, and how UMass is using it. | ||
| + | * Ask Jack for access the the eResource Platform and URL Changes for, and ask Judy for access to the E-Journal, Package Changes: Acquisitions to Access sheet. | ||
| + | **Also See:** | ||
| + | * [[SFX Cron Jobs]] | ||
| + | * [[SFX Down]] | ||
| + | * [[SFX Routine Maintenance]] | ||
| + | * [[SFX sid List]] | ||
| + | * [[SFX Targets - Activating]] | ||
| + | * [[SFX Update Procedures]] | ||
| ==== CORAL Queue ==== | ==== CORAL Queue ==== | ||
| Line 28: | Line 36: | ||
| ==== Individual eJournal Renewals ==== | ==== Individual eJournal Renewals ==== | ||
| - | Text | + | eJournal renewals are the most standard work in SFX, and occur during the Summer and Winter renewal push. They are straightforward, and relatively easy to process. |
| - | * Text | + | * Wait for a notification in your CORAL Queue |
| - | * Text | + | * Assuming the Target name is in CORAL, use it to find the eJournal OP. |
| + | * If it isn't, do an object search by title or ISSN (Print) and then put it in CORAL! (Only the publisher target, not any aggregator targets) | ||
| + | * Check the Target Service Level to make sure the settings correctly reflect the acquisitions status. | ||
| + | * Check the Target Level to make sure ILL rights are correct, and that a local name (if present) reflects the resource correctly. | ||
| + | * If you make changes, reflect them on the SFX Target Name ILL Google Sheet | ||
| + | * Check the Object Portfolio to make sure everything looks right. | ||
| + | * Check linking for the resource. | ||
| + | * Once everything is all set, you can mark your step complete in Coral. Leave notes as needed. | ||
| + | * **If there is an issue with Access** | ||
| + | * Make sure that you're where you expect to be. If it's a nonexistent page, poke around on the eJournal site to see if maybe the pages have shifted. | ||
| + | * If they have, put in a Support Case. | ||
| + | * Make sure that we paid for the resource | ||
| + | * If we have not, tell Judy. | ||
| + | * Check EBSCONet if it is an EBSCO paid resource to confirm what our access should be. Check Highwire if it is on that platform. | ||
| + | * A quick search of ELERES is also helpful, or asking Judy/Scott about if there were issues. | ||
| + | * Use the Debugging tool to make sure the URL that you are being sent to from the target on the SFX menu is correct. | ||
| + | * If it is not put in a Support Case. | ||
| + | * Since it is a renewal, and if we have paid, and the URL is correct, the problem with linking is most likely due to an error in SFX. Put in a Support Case to ExLibris to alert them to the issue. | ||
| ==== eJournal Package Renewals ==== | ==== eJournal Package Renewals ==== | ||
| Line 37: | Line 62: | ||
| Here are a few questions that might be useful in approaching packages in the CORAL Queue: | 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- **•** | + | * Can we loan ILL? Check ILL doc in R Drive or CORAL Licensing Module. SFX Public Name bullet for NO lending- **•** SFX Public Name copyright for Caveat (see CORAL) **©** |
| + | * If you make changes, reflect them on the SFX Target Name ILL Google Sheet | ||
| * 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. | * 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? | * Does the title list include previous titles? | ||
| Line 60: | Line 86: | ||
| * Does anything look weird? | * Does anything look weird? | ||
| * Make notes in CORAL: Data Integration, SFX, SFX Title Name | * Make notes in CORAL: Data Integration, SFX, SFX Title Name | ||
| - | * eBooks | + | * **eBooks** |
| - | * Conference Proceedings | + | * Individual eBooks should not be turned on in SFX. Limited eBook collections have been activated (ex. Springer/Elsevier Autoloads) and can be treated like journal package renewals. |
| - | * Other?? | + | * **Conference Proceedings** |
| + | * These usually come with something else or as part of a package. There are relatively few proceedings targets activated (ex. ACS Symposium Series) and they are treated as eBooks in the Sort.Services.Config file. | ||
| + | * **Mixed Media** | ||
| + | * SFX does not appreciate mixed media targets (ex. Alexander Street Press) since it was designed before streaming audio and video existed. For the most part, this sort of mixed media only exists in databases so it should be too much of an issue. However, in the case of ASP databases like Dance in Video, we have opted to not activate the targets in SFX as ExLibris KB support has made it clear that they are difficult to maintain and that they do not keep careful tabs on them. | ||
| ==== Journal Transfers ==== | ==== Journal Transfers ==== | ||
| Line 134: | Line 163: | ||
| * When completed, make sure there are notes in the OP, Transfers Sheet, and potentially CORAL. | * When completed, make sure there are notes in the OP, Transfers Sheet, and potentially CORAL. | ||
| - | * **Title Change** | + | * **Title Change** |
| * Wait for the item to reach a "Done" status for Acquisitions | * Wait for the item to reach a "Done" status for Acquisitions | ||
| * Search for an object in SFX | * Search for an object in SFX | ||
| Line 149: | Line 178: | ||
| * //We don't always get a heads up about a title change, Judy sometimes finds them but usually they just show up.// | * //We don't always get a heads up about a title change, Judy sometimes finds them but usually they just show up.// | ||
| - | * **New title to Package** | + | * **New title to Package** |
| * These just show up whether on a title list, or in SFX, or wherever we might find them! | * These just show up whether on a title list, or in SFX, or wherever we might find them! | ||
| * Search for an object in SFX | * Search for an object in SFX | ||
| Line 162: | Line 191: | ||
| * When completed, make sure there are notes in the OP, Transfers Sheet, and potentially CORAL. | * When completed, make sure there are notes in the OP, Transfers Sheet, and potentially CORAL. | ||
| - | * **Package to Open Access** | + | * **Package to Open Access** |
| * These just show up whether on a title list, or in SFX, or wherever we might find them! | * These just show up whether on a title list, or in SFX, or wherever we might find them! | ||
| * Search for an object in SFX | * Search for an object in SFX | ||
| Line 173: | Line 202: | ||
| * Show Paid over OA based on Thresholds being the same | * Show Paid over OA based on Thresholds being the same | ||
| ==== Platform Changes ==== | ==== Platform Changes ==== | ||
| - | Text | + | It is not always clear when and where a platform change occurs, often it isn't announced and either Judy or Nancy or someone in DRMS will notice it by chance. It can often come up in the SFX change reports, or in the KB updates. Platform changes vary from a switch from HTTP to HTTPS, a journal moving from High Wire to a publisher platform, or a database migrating their interface resulting in URL changes that cascade to all of our systems. |
| - | * Text | + | * When you find that a platform change is about to occur, or has already occurred, fill out the eResource Platform and URL Changes form. |
| - | //[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]// | + | //[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]// |
