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1. Selector will use the e-resources order form for items that have no vendor-hosted solution (e.g. we will receive a PDF, TIFF, or data sets)
Will we receive the item in a usable format/size? Task - define usable format and size
2. Acquisitions E-resources staff will evaluate the form to see if further information is needed.
Guidelines for how to evaluate go here (enough bibliographic info to understand what it is, rights/license info, vendor communication, etc.)
3. If rights language is provided, determine if it contains business terms, a license, or rights information. E-resources emails appropriate team...
A. If it contains business terms, these should be evaluated to determine if we can abide by them (who does this?)
B. If it contains a license, it will be queued for license review by
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OSPCL
C. If it contains rights information, it will be queued for review by the Rights Assessment
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Group
D. If it contains no license or rights, see the OSPCL wiki for appropriate sample language for sending to the vendor/owner and ask them if they agree. Ellen's Licensing regarding Digital One-offs: Licensing wording and rights-related workflow for digital one-offs
4. After the rights/license/terms review is complete and we will acquire the object, then we need to send the order. (Define which workflow these are here)
5. Pay the invoice. Charlene will do this if monograph funds are used. E-resources will do this if serials funds are used.
6. Receive the item (
Submit to the CSM Storage Submission folder. - Who?
- Include basic metadata (example):
- Collection Name: Journal of X
- Vendor: Elsiver
- Type: Journal back file
- Extent/Date: 1972-1999, 34 Issues
- Identifier: PO number from Commitments
- Unit/Role: CSM
- Bagger: ADE, Kim Maxwell
- Notes Field: Purchased back file, preservation copy,
- Provenance: Elsiver, perpetual access
- Review Date: June 2020
- Move through Storage pathways - Who?
- Upload item into Dome: (Matt Ogborn/Chris Donnelly)
- Add to the community General Collections
- Create Collection name based on the title - (review to consider previous collection appropriate)
- Select appropriate permissions
- Upload file - including metadata
- Communication plan
Ellen's Licensing regarding Digital One-offs: Licensing wording and rights-related workflow for digital one-offs