Thank you to everyone for taking the time to share your knowledge and experiences!
I’ve made a draft of a timeline, which I thought I’d share with the list in case anyone else would find it useful. If anyone would like the actual Word Document
(which looks a bit nicer!), please let me know. I want our staff to be aware of the expectations of the renewal process and ensure that we meet our deadlines.
Thanks again!
Emily
Serials Renewal Process Timeline
March
•
Request Usage Data from ILS System Specialist
•
Circulation & in-house usage
•
with May 1st deadline
May
•
Create Renewal Spreadsheets for Libraries
•
Analyze Usage Data & Compile with Subscription Information
June
•
Send Renewal Spreadsheets to Libraries
•
Assign deadline (give 1 month for review)
•
Renewal Lists are now available for changes on EBSCOnet
July
•
Renewal Spreadsheets due back from Libraries
•
Review and compile orders
•
Verify subscription minimums
•
Verify that Libraries are within budget
•
Identify & review titles with significant price increases
•
Verify that selections reflect the collection philosophy
August
•
Authorize & Submit Renewals, Changes, Cancellations & New Orders to EBSCO
•
Order
MUST be submitted by end of August
•
Begin Annual Extrapolation in Sierra
•
Begin entering new subscription information in Sierra
November
•
Invoice is sent from EBSCO
•
Proof Invoice, verifying accuracy of charges & quantities
•
Prepare Invoices for Payment & hold for Next Fiscal Year Payment
•
Send Libraries Updated Subscription List
January
•
New Subscription Cycle Begins!
•
After Fiscal Close, give Invoices to Receiving for payment in Sierra
From: Serials in Libraries Discussion Forum [mailto:SERIALST@LISTSERV.NASIG.ORG]
On Behalf Of Emily Miller
Sent: Tuesday, April 28, 2015 1:50 PM
To: SERIALST@LISTSERV.NASIG.ORG
Subject: [SERIALST] Renewals
Greetings All,
I am gearing up for my first Renewal Process with our subscription management vendor. Does anyone have a Serials Renewal Process Timeline/Schedule/Checklist, including all
the tasks that need to be performed, that they would be willing to share?
Many thanks in advance!
Emily
emily dara miller
acquisitions/collection development librarian
collection services
Jefferson County Public Library
10500 W. 38th Avenue
Wheat Ridge, CO 80033
p
303.403.5217
Find us on the web:
jeffcolibrary.org
What I’m Watching Now:
Wilfred
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