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sfx_renewals [2019/04/30 13:15]
jmulvaney [SFX Renewals Procedure]
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 Judy for access the the Publisher-Platform Changes ​Tracking Sheet, and the E-Journal, Package Changes: Acquisitions to Access sheet.+  * 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:** **Also See:**
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   * Check the Target Service Level to make sure the settings correctly reflect the acquisitions status.   * 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.   * 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 the Object Portfolio to make sure everything looks right.
   * Check linking for the resource.   * Check linking for the resource.
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 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- **&#​8226;​**+  * Can we loan ILL? Check ILL doc in R Drive or CORAL Licensing Module. SFX Public Name bullet for NO lending- **&#​8226;​** ​SFX Public Name copyright for Caveat (see CORAL) **&#​169;​** 
 +      * 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?
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 ==== Platform Changes ==== ==== Platform Changes ====
 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. 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.
-  * When you find that a platform change is about to occur, or has already occurred, ​put it in the Publisher-Platform Changes ​Tracking in Google Sheets. +  * When you find that a platform change is about to occur, or has already occurred, ​fill out the eResource ​Platform ​and URL Changes ​form.
-      * Start with the name of the resource. +
-      * Put what the current platform is, and where it is moving too. +
-          * When is the new platform available? When does the old platform shut down. +
-      * If you know what changes are being made in terms of URLs, make the change in CORAL and leave a note in the sheet. +
-          * Same with the Holdings Record in Aleph +
-      * If the proxy needs to be changed coordinate with Scott. +
-      * Leave any notes about the process and how it will affect SFX +
-          * Usually this means leaving notes that nothing has changed, linking is broken, a Support Case (SC) or KB change request is in process, etc. +
-      * If the resource requires the attention of a Batch-loader,​ let Mary Ann and Jennifer know! +
-      * Leave any additional notes in the sheet, the Target Service, or in CORAL is needed +
  
  
 //​[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//​ //​[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//​
sfx_renewals.1556630159.txt.gz · Last modified: 2019/04/30 13:15 by jmulvaney
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