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Most of our e-journal packages are subscriptions and the titles included change from year to year. Maintaining accurate and legitimate access requires review and updates in SFX, which then updates the WorldCat Local knowledge base through an SFX file load, and Aleph catalog records through the MARCit service and sometimes manual loads. EDS? Proxy changes also need to be made.
CORAL notes on package reviews can be found in the CORAL Access tab.
Package Reviews spreadsheet which tracks progress can be found at R/S:\Acquisitions\SFX\Package_Reviews_Chart
Catherine's notes for CORAL renewals alerts.
Checklist:
Package review notes in CORAL should include the following. Please make notes concise and approximate this format. Use the Access tab notes field for each package. For an example, see Cambridge Journals Online in CORAL.
Package review: Level of review; date last review done
Last year's title list worksheet (location).
Instructions. Ordered checklist. What needs to be done in SFX? What can students do? Unique situations like each title requires separate proxy. Check ILL status and bullet in target edit screen (R:\Acquisitions\ER Licenses\Licensing Terms\ILL_Lending_Rights). Check SFX target service settings.
Notes and problems. Next review. Explanations of procedures. Notes about publisher's track record for maintaining PA.
Title list (if not included in instructions). Where do title lists to be downloaded to the R/S drive come from? Does the main title list include open access, previous titles, and a separate list of changes/new/leaving titles? Are we keeping a running list of previous titles? PA titles? Add R drive location of title list worksheet; use SFX folder within (Resource_Year) folder.
SFX targets (if not included in instructions). Which targets do we use? Do we use a package target and separate target for prev titles and PA? Autoactive and why? OP note fields? Localized date thresholds? Date updated target received? Menu logic? Previous titles use which target? Open access uses which target? Perpetual access uses which target?