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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D;mso-fareast-language:EN-US">We definitely agree here. We are in the midst of planning this very same title-by-title check by hand.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#31849B">Pamela Morgan<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#31849B">Information Resources Librarian<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#31849B">Health Sciences Library<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#31849B">Memorial University of Newfoundland<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#31849B">Health Sciences Centre<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#31849B">St. John’s, NL<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#31849B">A1B 3V6<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#31849B"><o:p> </o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#31849B">Phone: 709-864-6008<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#31849B">Fax: 709-864-4968<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#31849B">Email: pmorgan@mun.ca<o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span lang="EN-US" style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span lang="EN-US" style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Eril-l [mailto:eril-l-bounces@lists.eril-l.org]
<b>On Behalf Of </b>Athena Hoeppner<br>
<b>Sent:</b> November-28-16 4:16 PM<br>
<b>To:</b> Rebecca Kemp Goldfinger <rkemp@umd.edu>; eril-l@lists.eril-l.org<br>
<b>Subject:</b> Re: [Eril-l] Procedures (and/or documentation) for matching e-journal entitlements lists against knowledge base coverage lists?<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black">Hi Rebecca,<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black">We struggle with comparing entitlements and enabled access, too, for exactly the reasons you state. We always fall beck to hand checking. About a year ago we conducted
a mass review of our SFX configuration, checking each current ejournal subscription with content enabled in our KB, and then verifying our access and holdings on the publisher platform – all checked “by-hand”, title by title.<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black">SO, if someone emails a better process please share!<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black">I hope the subscription agent, publishers, and KB vendors are listening – we need a better solution, and hooks so we can efficiently compare datasets from different sources.
Some things I want:<o:p></o:p></span></p>
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<li class="MsoNormal" style="color:black;mso-list:l0 level1 lfo3"><span lang="EN-US" style="font-family:"Arial",sans-serif">Consistent IDs for each journal on invoices, KBs, and vendor downloadable files (not just ISSN)<o:p></o:p></span></li><li class="MsoNormal" style="color:black;mso-list:l0 level1 lfo3"><span lang="EN-US" style="font-family:"Arial",sans-serif">Clear and consistent title history info:</span><span lang="EN-US">
</span><span lang="EN-US" style="font-family:"Arial",sans-serif"><o:p></o:p></span>
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<li class="MsoNormal" style="color:black;mso-list:l0 level2 lfo3"><span lang="EN-US" style="font-family:"Arial",sans-serif">Current ISSNs with previous title and ISSN info and volume/years for each title/ISSN<o:p></o:p></span></li><li class="MsoNormal" style="color:black;mso-list:l0 level2 lfo3"><span lang="EN-US" style="font-family:"Arial",sans-serif">Display both current and historical title/ISSN on vendor sites. Lots of publishers show the full run for a journal under the current
title and ISSN <o:p></o:p></span></li></ul>
</li><li class="MsoNormal" style="color:black;mso-list:l0 level1 lfo3"><span lang="EN-US" style="font-family:"Arial",sans-serif">Accurate, custom entitlement reports upon request, with an option to show all-accessible or perpetually owned entitlements.<o:p></o:p></span></li></ul>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black">Athena
<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">Athena Hoeppner<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><a href="mailto:athena@ucf.edu">athena@ucf.edu</a><o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">eResources Librarian<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">UCF, Orlando FL, 32016<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:36.0pt"><b><span lang="EN-US" style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span lang="EN-US" style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Eril-l [<a href="mailto:eril-l-bounces@lists.eril-l.org">mailto:eril-l-bounces@lists.eril-l.org</a>]
<b>On Behalf Of </b>Rebecca Kemp Goldfinger<br>
<b>Sent:</b> Monday, November 28, 2016 1:53 PM<br>
<b>To:</b> <a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a><br>
<b>Subject:</b> [Eril-l] Procedures (and/or documentation) for matching e-journal entitlements lists against knowledge base coverage lists?<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US">(Cross-posted)<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US">Dear Colleagues,<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US">Do you have a good method or set of procedures worked out for comparing e-journal entitlements lists against what is activated and/or able to be activated in your knowledge base (KB)? I'm defining
"entitlements lists" as lists of the e-journal titles and the subscribed/purchased coverage to which we are entitled. These lists can be e-mailed by publisher representatives or downloaded from publisher websites. Our knowledge base is WorldCat KB, and the
KB files we compare against are KBART files, but I am interested in looking at procedures that anyone may be using, regardless of which KB you have.<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US">We have tried using Excel's VLOOKUP functionality to match titles by unique identifier, but it seems as though there are lots of problems in the vendor supplied data that make it hard to compare
coverage (and even titles, sometimes). A few problems we've run up against are entitlements lists that do not show all title changes with separate titles, ISSNs, and coverage for all the titles in the history, and entitlements lists that show separate lines
for each subscribed year of the title, which makes it hard to pull together the true start date and end date into one KB entry.<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US">If you have a process that you think works pretty well for matching up entitlements with what's available in the KB, would you mind contacting me? I would love to learn about your process(es)
and the tools you use. We are especially interested in automating the process with Excel or Google Sheet templates, if anyone has been doing that. Or are there any workshops or presentations that anyone knows of on this topic?<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US">Has anyone had any success in getting better entitlements data from publishers?<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US">Let me know if I need to clarify my request. Also, if there is interest in my gathering together responses and sharing to the lists, I would be happy to do that.<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US">Many thanks for considering,<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US">Rebecca<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US" style="color:#888888"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US" style="color:#888888">Rebecca Kemp Goldfinger<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US" style="color:#888888">Continuing Resources Librarian<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US" style="color:#888888">University of Maryland, College Park<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US" style="color:#888888">Acquisitions Department, Room 2200<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US" style="color:#888888">McKeldin Library, 7649 Library Lane<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US" style="color:#888888">College Park, MD 20742<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US" style="color:#888888"><a href="tel:301-405-9309" target="_blank">301-405-9309</a> (phone)<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-left:36.0pt"><span lang="EN-US" style="color:#888888"><a href="tel:301-314-1200" target="_blank">301-314-1200</a> (fax)<o:p></o:p></span></p>
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