1. Tactics for tackling title Transfers Susan davis Ala Midwinter alcts cmerig January 22, 2017
Image source CC BY NC ND

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

3. TRANSFER
NISO recommended practice
Journal Transfer Notification Database
Search for details of announced transfers and archives information supplied by publishers using the service
Transfer Notification List
s are pushed out to subscribers. Sign up at
Contact co-chairs of the Working Group, Alison Mitchell and Elizabeth Winter for more information
ALCTS CMERIG January 22, 2017

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

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6. 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
client tools
Collect s in folder
Use reminders, task managers
ALCTS CMERIG January 22, 2017

7. 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

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9. 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

10. 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

11. 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 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

12. 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

13. GOOD LUCK! Susan Davis Interim Head of Acquisitions
University at Buffalo
ALCTS CMERIG January 22, 2017