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  • Portfolio date coverage issue in CKB: (INCLUDE WORKFLOW FOR TROUBLESHOOTING-ASK MALLORY)
    • Check date coverage of the item in the subscribed title list
      • If there is no date range listed in the title list, check the coded memo or vendor contract
      • If there is no date available from the title list, the coded memo or vendor contract, contact the vendor to confirm date coverage.
      • Does the date coverage in CKB match what is listed in the central contract and what is available from the vendor’s site?
        • Yes: do nothing
        • No:
          • Portfolio date coverage does not match full text coverage from subscribed list or vendor’s site
            • If portfolio is incorrect in CKB, central office changes coverage and reports to Ex Libris
            • If portfolio is correct but vendor coverage does not match subscribed title list or contract, central office contacts vendor to open up access to full text
              • Use subscribed title list, coded memo or contract to show central full text access when contacting vendor
          • Portfolio date coverage is correct for central full text access but library has locally purchased more full text
            • Library updates locally active portfolio for local subscription using only their local full text coverage dates
          • Library contacts vendor to open full text access for the locally subscribed full text to report access issue using the local subscription or contract information
          • OR Central Office contacts vendor about local full text access, reports access issue (sometimes vendors want to hear from the library when it is a local subscription)

 No No access to subscribed shared portfolio:                                                  

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