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trials_procedures [2014/02/17 15:13] cturner created |
trials_procedures [2019/01/31 19:41] (current) cturner |
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| + | ====== E-Resource Trial Setup and Take down Procedures ====== | ||
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| ====== Setup ====== | ====== Setup ====== | ||
| - | + | * Trial request submitted ([[http://goo.gl/forms/JJVaYy5RDo]]) | |
| - | * If request comes from selector, contact vendor with request for pricing and trial with IP authentication. Provide network IP addresses if new vendor. | + | |
| - | * With trial set up notification, enter proxy configuration stanza if necessary. Restart proxy. | + | * Contact vendor with request for pricing, license and trial with IP authentication. Provide network IP addresses if new vendor. |
| - | * Create feedback form using eleres Google apps. Include name of resource and trial end date. Copying existing form and changing pertinent information generally works. | + | * Add record to CORAL with trial dates, pricing, URL, requester and vendor contact information. |
| - | * Send trial url to Annette Vadnais, avadnais@library.umass.edu) with link to feedback form, request to add proxy, trial end date and name of trial requestor. CC the person who requested the trial. | + | * With trial set up notification from vendor, enter proxy configuration stanza if necessary. Restart proxy. |
| - | * Add trial end date to Eleres Google calendar with alerts to go to Annette Vadnais and person who is managing trial. | + | * 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. |
| - | ===== Take down ===== | + | * 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. |
| - | * From eleres Google drive, add trial end date to title of Feedback (Responses) and delete input form. Move feedback responses to Completed Trials folder. | ||
| - | * Send email to Annette Vadnais, copying trial requestor, with request to remove trial from database trials listing. If feedback was received to form, include url for selector, asking selector to notify Christine Turner if s/he wants it to go on the Desiderata list. | + | ====== Take down ====== |
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| + | * From eleres Google drive, move feedback form to Completed Trials folder. | ||
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| + | * Upon trial completion, remove trial from website database A-Z list. | ||
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| + | * 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. | * Remove configuration stanza from proxy config file. | ||
| - | * Complete trial on eleres calendar with link to feedback url if any | + | |
| + | --- //[[cturner@library.umass.edu|Primary contact: Christine Turner]]// | ||
