Examine the Scope of the Project With the larger number of titles cancelled, from a number of different publishers, this was an opportune time to design a workflow that would be able to accommodate variations and special cases.
Poor record keeping turned this simplequestion into a chore.Especially problematic for us was when atitle switched from print to print+onlineand whether than online access waspaid, or simply included as part of theprint subscription.We had about 4 years of invoices at hand. Invoicing and order records
Decide how muchdue diligence you arewilling to do.How many staffhours are worth Xyears of access?
ERM Order recordparticularsWe included the original ordernumber and coverage years forrecord keeping.We are using the fund code andERM order numbers for easysearching and report making.Subscription term set to neverexpire to exclude the recordsfrom other ERM functionality.
We must overcomeroadblocks to keep theprocess sustainable. ERM data entry Clear order history Long grace period
Workflow0 Title cancelled0 Check availability of perpetual access from the publisher 0 If not available, check Portico0 Verify order history for paid content0 Ensure ongoing access to paid content 0 Put process on hold until grace period ends 0 Contact subscription agent or publisher if there are discrepancies0 Update AtoZ list with coverage dates and perpetual access note0 ERM order entry
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