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Comment: remove WTCox reference

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  1. Subscription Coordinator updates Recurring Payment Tracker, if necessary.
  2. Order Creator updates the order record status in Aleph as appropriate.
    1. CLS for cessations
    2. LC/VC for cancellations
  3. Order Creator adds a note to the order record in Aleph as appropriate.
    1. Add information provided in the Notes & effective date/last volume fields of the card to the Lib Note field in Aleph.
  4. Order Creator adds Access Updater to card and moves card to Awaiting Access Change list.
  5. Access Updater updates access in Serials Solutions.
    1. Find the title in Serials Solutions.
    2. Determine if we retain perpetual access to the title.
      1. This information may be listed on the Trello card. 
        Trello Cancellations and Cessations board, arrow points to 'Perpetual Access Dates' field
      2. If perpetual access information is not it Trello, investigate the Aleph order record for notes on perpetual access
      3. If perpetual access information is not in in Aleph, check for notes in the vendor administration area (login information can be found in FOLIO Organizations tab)
        1. EBSCOnet – https://ebsconet.com/
        2. Harrassowitz Fokus – https://www.harrassowitz.de/
        3. WT Coxnet – https://appserv.wtcox.com/CoxNet2/index.seam?cid=4907
      4. If perpetual access information cannot be found in the vendor admin area, ask publisher directly.
      5. If we retain perpetual access to the title, confirm that we have a subscribed holding for the title in Ex Libris under the appropriate provider with the correct coverage date and URL.
        Ex Libris record page, arrow points to 'Public Note' field with perpetual access dates added
      6. Spot check coverage by confirming access of the newest and oldest subscribed issue on journal’s website.
      7. If we do not retain perpetual access to the title, set the holding under the appropriate provider in Serials Solutions to Not Tracked.
        Ex Libris record page in edit mode, 'status' set to 'tracked'
  6. Access Updater adds the title to the CRAD FY Changes spreadsheet for the appropriate fiscal year.
    1. Using the title description information in Trello, fill in new data under each column in the appropriate FY changes spreadsheet tab. Use the Cancelled tab for cancellations. Use the Ceased tab for cessations.
  7. Access Updater moves the card to the Acquired list for the appropriate fiscal year.

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