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  1. When access notification is received, Access Confirmer confirms access.
  2. Access Confirmer updates access in Serials Solutions.
    1. Makes sure the title represents the subscribed resource
    2. Click "Edit" for the holding in Serials Solutions. Select "Subscribed" from the drop-down menu for "Status."
    3. The 360 Search box should only be selected if requested
    4. Check the 360 MARC box if we want to receive MARC records from Serials Solutions (preferred choice)
    5. Spot check URLs to make sure they go to subscribed landing page
    6. Compare title list from provider with Serials Solutions title list
    7. If free, check the "omit proxy from this database" box
    8. Fill in "LocID" field when appropriate
  3. Access Confirmer notifies subject specialist that resource is available and shares access URL.
  4. Access Confirmer adds resource to appropriate CRAD ERSA FY changes spreadsheet.
  5. Access Confirmer submits AskTech ticket with frontlist to block titles in GOBI.
  6. Access Confirmer moves card to appropriate FY Waiting on Final Title List list.
  7. Access Confirmer adds a January of appropriate year due date for final title list retrieval.
  8. Access Confirmer adds reminder to calendar to retrieve final title list.
  9. When received, Access Confirmer adds final title list to shared F drive in Title Lists folder.
  10. If necessary, Access Confirmer updates access in Serials Solutions.
  11. Access Confirmer moves card to appropriate FY Acquired list.
  12. Add Admin Account Coordinator to card
    1. Notify the Admin Account Coordinator by tagging the staff member in a comment on the Trello card.
  13. Admin Account Coordinator follows the steps of this workflow to verify that the platform has an admin account and to add the appropriate IPs, branding, contact information, etc.
    1. Admin Account Coordinator Workflow steps

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  1. Access Confirmer confirms access when access notification is received.
  2. Access Confirmer updates access in Serials Solutions.
    1. Makes sure the title represents the subscribed resource
    2. Click "Edit" for the holding in Serials Solutions. Select "Subscribed" from the drop-down menu for "Status."
    3. The 360 Search box should only be selected if requested
    4. Check the 360 MARC box if we want to receive MARC records from Serials Solutions (preferred choice)
    5. Spot check URLs to make sure they go to subscribed landing page
    6. Compare title list from provider with Serials Solutions title list
    7. If free, check the "omit proxy from this database" box
    8. Fill in "LocID" field when appropriate
  3. Access Confirmer notifies subject specialist that resource is available and shares access URL.
  4. Access Confirmer adds resource to appropriate CRAD ERSA FY changes spreadsheet.
  5. Access Confirmer adds closed collection title list to shared F drive in Title lists folder.
  6. Access Confirmer submits AskTech ticket with closed collection title list to block titles in GOBI.
  7. Access Confirmer moves card to appropriate FY Acquired list.
  8. Access Confirmer adds Admin Account Coordinator to card
    1. Notify the Admin Account Coordinator by tagging the staff member in a comment on the Trello card.
  9. Admin Account Coordinator follows the steps of this workflow to verify that the platform has an admin account and to add the appropriate IPs, branding, contact information, etc.
    1. Admin Account Coordinator Workflow steps