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Bindery Journal Exceptions Workflow
for individuals tasked with reviewing exception requests
EAST retention: Review EAST database to see if there is a retention commitment; if so, binding is appropriate
Portico: If there is not an EAST retention commitment, check the
Portico Title List to see if the title shows a Status of “Preserved”; if Preserved, confirm that we have an online subscription and if not online, give the information to the Acquisitions Coordinator to update the subscription to online only, if available; we generally do not bind journals with a Portico status of Preserved; We do bind journals with a Portico status of Queued
EBSCOadmin: If the journal is not preserved in Portico, review EBSCOadmin Holdings Management (populated by UMass SFX) to see if the journal is a) reliably available online (stop here and do not bind); b) if there are alternate titles then go back to EAST and Portico and check the alternate title(s); if an entry is marked Open Access go to Ulrichs to link to the online journal.
Ulrichs: If not found in any of the above, check Ulrichs to see if the journal is reliably available online and if there are alternate titles that should be checked in EAST and Portico; there will also be an indication for Open Access