When the decision has been made to switch a print or print-plus-online subscription to online-only, the following steps should be taken to ensure that all records are updated to “close” the old title and set up the new one. As you complete each step, write the date and your initials to the left of that step in the appropriate column. Use this checklist in conjunction with the Switching a Subscription From Print to Online-Only procedure.
| Date |
Initials |
|
| |
|
Create order record in Aleph acq for online ed. & notify Swets customer service rep of new # if appropriate (ColDev: Name) |
| |
|
Create subscription record in Aleph from Acq order screen for online ed. (ColDev: Name)
|
| |
|
Create online HOL (Cat: Name)
|
| |
|
Link new HOL to new subscription record. (ColDev: Name)
|
| |
|
In Aleph, close bib and HOL of print ed. Suppress arrived items of print ed. from OPAC. (Cat.: Name)
|
| |
|
If appropriate, update SERHOLD, PIML, & Ovid; Update Journal Use Study & Serials Solutions spreadsheets (Cat: Name) |
| |
|
Close order record in Aleph acq for print ed. (ColDev: Name)
|
| |
|
Delete any expected issues for print ed. (ColDev: Name)
|
| |
|
Close subscription record in Aleph for print ed. (ColDev: Name) |
| |
|
If we already get online, change subscription category in DigResMgt DB to EOP or EOCP. If no previous online access, update relevant databases; notify CATS to put title behind proxy; prepare linking for PubMed/SFX. Notify appropriate staff of addition. (ResMan: Name) |
| |
|
Remove label from Curr Per and bind final issues of print ed. (ColDev: Name) |