- First, determine if we still have subscription to the products from the publisher or vendor
- Look for an license in box
- Look for information in Folio: license, provider, holdings- if no license existing in Folio, add a dummy license (naming convention: [name of provider]-temp
- Locate or create organization
- Add interface and pertinent information
i. Move alias into code field
ii. Add admin information from “Resource_Administrative_Information_COO-2020-01-02” excel file located in Box
- Locate or create license
- We don’t need the number that was migrated into the “description” field
- Add minimal terms if adding a temp, or leave as it was in Intota
- Add supplementary document (URL from Box)
- Need a name to save (and maybe a category?)- do we have a convention?
- Create agreement
- 12/25/2019 as start date if we don’t know start date
- b. *Description field is where to add all notes for our own use! *
i. long DB note from Database_Details_Report tab in “USE THESE FILES FOR MIGRATION” file.
ii. Note from Voyager PO if applicable
iii. NERF number if applicable
iv. Note from Voyager Holdings record if applicable
- Add Organization
- Add License
- Attach holdings from Holdings App (find title in Holdings/agreements/add
- Look at Agreement to be sure there is a License, Organization, Interface and that holdings are attached (if there are holdings in the Holdings App)