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trials_procedures [2017/05/15 13:47]
hdeirdre [Setup]
trials_procedures [2019/01/31 14:41] (current)
cturner
Line 4: Line 4:
   * Trial request submitted ([[http://​goo.gl/​forms/​JJVaYy5RDo]]) ​   * Trial request submitted ([[http://​goo.gl/​forms/​JJVaYy5RDo]]) ​
  
-  * Add record to CORAL with trial dates.+  * Contact vendor ​with request for pricing, license and trial with IP authentication. Provide network IP addresses if new vendor.
  
-  * If request comes from selector, contact vendor ​with request for pricing 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.   * 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). Response form should be automatically generated. Edit title of this form to add trial end date.+  * 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.
  
-  * Send trial url to [[cturner@library.umass.edu|Christine Turner]]or [[iwalls@library.umass.edu|Ian Walls]] with link to feedback form, request to add proxy, ​trial end date, pricing and name of trial requestor. CC the person who requested the trial with a 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 ====== ​ ====== Take down ====== ​
  
-  * From eleres Google drive, ​add trial end date to title of Feedback (Responses) and delete input form. Move feedback ​responses ​to Completed Trials folder.+  * From eleres Google drive, ​move feedback ​form to Completed Trials folder.
  
-  * Upon trial completion, remove trial from database ​trials listing+  * 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, asking ​selector ​to notify Christine Turner if s/he wants it to go on the Desiderata list.+  * Notify selector of trial completion. If feedback was received to form, include url for selector. At the selector'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.
trials_procedures.1494870430.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
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