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Step 3: Populate package metadata

  • Verify or populate the following fields, when the information is available:
    • Provider
    • Source
    • Scope
    • Breakable
    • Consistent
    • Fixed
    • Global

Step 4: Populate list verification details

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fields (upper section)

  • Provider: The organization responsible for making the package available. This should be automatically populated with the provider selected in Refine.
  • Source: The location of the original data used to create the package. This should be automatically populated with the source selected in Refine.
  • List verifier: This should be you, or the person you expect to address any review tasks or follow up work associated with this list. Enter the first and last name.
  • List verifier date: At this point, this This field should show when you began verifying the listset the current status of the list. Dates must be formatted like 2014-01-01. If you change the Edit Status, update this date as well.
  • Edit status: This will probably be "In progress" unless you know there is no additional work to do.List status: This will probably be "In progress" unless you know there is no additional work to dofield describes whether the package itself has been verified and is ready to use.

Step 4: Populate package details (lower section)

  • Scope: Indicates how the provider has scoped the content of the package. Choices are Aggregator, Back file, Front file, Master file, Undefined.
  • Breakable: Indicates whether or not a package can be broken up by a subscribing library (Yes) or must be subscribed to as a whole (No).
  • Consistent: Indicates whether this package is has the same content for all libraries that subscribe (Yes) or can be customized (No).
  • Fixed: Indicates whether the package can change contents once purchased (No) or remains static (Yes).
  • Global: Indicates whether the package is offered to all customers (Global) or to a limited group of users (Consortial).
  • List status: Indicates whether the list of TIPPs associated with the package has been verified and is ready to use.

Next step

 Process review tasks

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