Differences

This shows you the differences between two versions of the page.

--- sfx_routine_maintenance [2019/02/13 20:48]
cknapp [Date Thresholds]
+++ sfx_routine_maintenance [2019/02/13 20:57]
cknapp [Date Thresholds]
@@ Line 17: / Line 17: @@
 ==== Date Thresholds ====
+**Creating and maintaining date thresholds**
 SFX provides a tool for composing local thresholds in the object portfolio edit screen.
+  * Create a local threshold if the dates per our licensed agreement with the publisher/vendor differ from ExLibris global thresholds.
   * In the object portfolio edit screen, click "+ Add local" on the "Threshold (global)" line.
   * Click "Compose" and add "First Publication" and "Last Publication" information. UMass practice has been to use only years for full year content.
-  * OR set up "Embargo/Moving wall" dates.
+  * OR set up "Embargo/Moving wall" dates (see below).
-  * No other fields need to be filled in.
+  * No other fields need to be filled in on the Compose screen.
   * Dataloader may also be used for lists of titles that need local date thresholds in a target (see Dataloader section).
-**Reporting incorrect date thresholds**:
+**Reporting incorrect date thresholds to ExLibris**
-  * For ejournal packages and databases, report incorrect date thresholds to the publisher/vendor if the corrected date threshold will apply to all ExLibris customers. ExLibris has automated its loading of title lists. Even if ExLibris complies with our request, publisher/vendor title lists may remain unchanged so our fix would be temporary.
+  * Aggregator date thresholds are maintained by automated vendor loads to ExLibris.
-  * For individual subscriptions, report incorrect date thresholds to ExLibris if the corrected date threshold will apply to all ExLibris customers.
+  * ExLibris will accept requests to change date thresholds only for content that is not maintained by publishers or consortia, e.g. MISCELLANEOUS EJOURNALS titles.
   * Only NERL can submit date threshold change requests to ExLibris for their package targets.
-  * Create a local threshold if the dates are per our licensed agreement with the publisher/vendor.
-  * Add a General Note in the object portfolio edit screen if it will be helpful to users. Example: " Content may not yet be available."
-  * Add an internal note if appropriate.
 **Embargoes and moving walls**: Use the composer tool to set up an embargo. For a 1 year embargo use the text below. NOTE: do not use "==" which does not display an embargo on the menu.