E-Resource Trial Setup and Take down Procedures


  • Contact vendor with request for pricing, license and trial with IP authentication. Provide network IP addresses if new vendor.
  • Add record to CORAL with trial dates, pricing, URL, requester and vendor contact information.
  • With trial set up notification from vendor, enter proxy configuration stanza if necessary. Restart proxy.
  • Create feedback form using eleres Google apps (copying existing form and changing pertinent information generally works). Edit title of this form to add trial end date. Send the person who requested the trial the link to the feedback responses form.
  • Post to website database A-Z list the resource name and link, link to feedback form, and trial end date; notify trial requester when complete.

Take down

  • From eleres Google drive, move feedback form to Completed Trials folder.
  • Upon trial completion, remove trial from website database A-Z list.
  • Notify selector of trial completion. If feedback was received to form, include url for selector. At the selector's discretion, they can submit a purchase request to the Collection Strategies Coalition or the Desiderata list.
  • Remove configuration stanza from proxy config file.

Primary contact: Christine Turner

trials_procedures.txt · Last modified: 2019/01/31 14:41 by cturner
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