Tactics for tackling title Transfers Susan davis Ala Midwinter alcts cmerig January 22, 2017 Image source https://www.flickr.com/photos/kenyee/1795395/ CC BY NC ND

Tackling Options TRANSFER KNOWLEDGEBASE NOTIFICATIONS MONITOR DISCUSSION LISTS/EMAIL TOOLS SUBSCRIPTION AGENT and PUBLISHER NOTIFICATIONS SPREADSHEETS/CHECKLISTS/PROJECT MANAGEMENT ORDER RECORDS/HOLDINGS RECORDS ALCTS CMERIG January 22, 2017

TRANSFER NISO recommended practice http://www.niso.org/workrooms/transfer/ Journal Transfer Notification Database Search for details of announced transfers and archives information supplied by publishers using the service Transfer Notification List Emails are pushed out to subscribers. Sign up at https://www.jiscmail.ac.uk/cgi-bin/webadmin?A0=transfer Contact co-chairs of the Working Group, Alison Mitchell (a.mitchell@nature.com) and Elizabeth Winter (Elizabeth.winter@library.gatech.edu) for more information ALCTS CMERIG January 22, 2017

KNOWLEDGEBASE NOTIFICATIONS What does your service offer? Best for platform changes, new or changed packages ALCTS CMERIG January 22, 2017

ALCTS CMERIG January 22, 2017

DISCUSSION LISTS and EMAIL Some publishers are better than others about widespread notification The “usual” suspects: SERIALST, ERIL-L, LIS-E-RESOURCES TRANSFER notification list Direct mailing to library administrator (online contact) Review at renewal time Check packages Special combinations/pricing Email client tools Collect emails in folder Use reminders, task managers ALCTS CMERIG January 22, 2017

AGENT NOTIFICATIONS Subscription agents offer services to help manage packages, especially title list reconciliation Send out notifications based on your orders For example, EBSCONet has an E-Journal Updates section ALCTS CMERIG January 22, 2017

ALCTS CMERIG January 22, 2017

PUBLISHER WEBSITES Price catalogs highlight changes For Librarians areas on publisher websites SPRINGER Forget-me-not (springer.com/forgetmenot) JSTOR Current Scholarship Program updates ALCTS CMERIG January 22, 2017

SPREADSHEETS AND CHECKLISTS What’s happening to which title(s) Track your workflow Your favorite project management tool WHATEVER WORKS FOR YOU! ALCTS CMERIG January 22, 2017

ORDER AND HOLDINGS RECORDS NOTES to alert appropriate staff Who will be doing the work Who may only need to understand that changes are happening Think about reaching your audience where they live (acquisitions or cataloging or library website or elsewhere) Nature of change may need wider distribution-- Internal email distribution list? ERM alert? KB alert? Examples: Platform and package changes Cambridge to Cambridge Core, Sage, Oxford, AIP RSC package A replaced by larger Gold package ALCTS CMERIG January 22, 2017

Title Transfer Checklist Budget implications New order needed? Existing order to be cancelled Package still a good value? Format considerations Move to e-only with new publisher? Catalog (ILS/LMS) Holdings, URLs, orders What happens to archive? Knowledgebase Ejournals A-Z Discovery service ERM License terms Contacts Activation on new platform Seamless (really?) Usage statistics COUNTER/SUSHI) Collect from old site quickly ALCTS CMERIG January 22, 2017

GOOD LUCK! Susan Davis Interim Head of Acquisitions University at Buffalo 716-645-2784 UNLSDB@BUFFALO.EDU ALCTS CMERIG January 22, 2017