Most of our e-journal packages are subscriptions and the titles included change from year to year. Maintaining accurate and legitimate access requires review and updates in SFX, which then updates the WorldCat Local knowledge base through an SFX file load, and Aleph catalog records through the MARCit service. Proxy changes also need to be made. E-journal package review information and instructions for each package can be found in the package's Access tab notes in CORAL.
THIS SITE A WORK IN PROGRESS. For now, most recent package review info is here: R:\Acquisitions\Electronic resources\Package_Reviews_Chart
Package review notes in CORAL should include the following. Please make notes concise and approximate this format. Use the Access tab notes field for each package. For an example, see Cambridge Journals Online in CORAL.
Package review: Level of review; date last review done
Last year's title list worksheet (location).
Instructions. Ordered checklist. What needs to be done in SFX? What can students do? Unique situations like each title requires separate proxy. Check ILL status and bullet in target edit screen (R:\Acquisitions\ER Licenses\Licensing Terms\ILL_Lending_Rights). Check SFX target service settings.
Notes and problems. Next review. Explanations of procedures. Notes about publisher's track record for maintaining PA.
Title list. Where do title lists to be downloaded to the R/S drive come from? Does the main title list include open access, previous titles, and a separate list of changes/new/leaving titles? Are we keeping a running list of previous titles? PA titles? Add R drive location of title list worksheet; use SFX folder within (Resource_Year) folder.
SFX targets. Which targets do we use? Do we use a package target and separate target for prev titles and PA? Autoactive and why? OP note fields? Localized date thresholds? Date updated target received? Menu logic? Previous titles use which target? Open access uses which target? Perpetual access uses which target?
SFX targets match that match packages: SFX targets are often not updated to match packages in a timely manner. Deactivate titles transferring out, leaving target on AutoActive if appropriate. Use a different target to activate titles transferring in. Contact ExLibris for updated target if necessary.
Object portfolio changes for new and leaving titles: Add internal notes. Add general notes for users such as “Content may not yet be available.”
Order records. Do not create order records for new titles in (large) packages, open access, or previous titles. Create order records for perpetual access, using order status PA, closing titles using VC.
ASME Transactions Journals package plus Applied Mechanics Review package. Does not include ASME Conference Proceedings. New titles may need proxy entry.
See paper file (invoice copy) for subscriptions. Non-subscription titles should be activated in SFX ELSEVIER_SD_CELL_PRESS with a 1-year embargo as they are open access (1/2014).
Subscription and Freedom Collection
Use the SFX Unix-side ExLibris script to upload SD subs and Freedom Collection holdings to Elsevier targets. This script offers the the choice of Freedom or SD Complete targets.
Notes: Generic Freedom Collection title lists are available and regularly updated at http://www.info.sciverse.com/techsupport/journals/freedomcoll.htm but these are not necessarily correct for UMass; dates vary by institution. Occasionally export an SFX Freedom Collection activated object portfolios file and check titles without date thresholds, adding dates if content is available.
Watch for title changes and previous titles.
CQ PRESS We have 8-10 Sage/CQ Press monographic series on standing order. They are active in the CQ_ELECTRONIC_LIBRARY target and new editions should become available when published. We are invoiced at the beginning of each fiscal year and at that time Heather checks that we have access to the volumes we purchased the previous year.
SAGE PREMIER Process: Wait for SFX target (March 2015); deactivate old year and activate current year. Change target precedence. Spot check new titles by running a Collection report and check unique titles. SFX target: SAGE_PREMIER_[YEAR]
UM Springer ejournals in package begin 1997. Bob Boissy created a best-guess list this way: use a KBART ejournal list generated from Springer site, sort by date of first issue, change pre-1997 to 1997 and erase vol/issue info; sort by last date first and, assuming titles are current, erase current year. However, a dataloader file may deactivate previous titles. See files on R drive.
Springer is refusing to add previous titles to title lists sent to ExLibris (4/14); add local op to Springer target with note in Internal note field “previous title”.
As of 11/14 we do not have order records on individual titles in Springer NERL package. However, order records are being added for previous titles to prevent losing prev title access. A list of Springer previous titles is on the R drive.
Download a list of UMass accessible titles from the Wiley admin site (see Contacts app for login) and save to R drive. This list shows Core Collection, 2010 Full Collection, Opt-In, Take-over, Free, Free in bundle, and “Not in any Collections” titles. NOTE: Any title previously cancelled in the Core Collection will not be available to UM in the Full Collection.
Wiley opt-ins are temporarily free for Core subscribers but we need to register to obtain access. Opt-ins usually become paid titles in subsequent years and we can choose not to subscribe when they cease to be free. See and update R/S:Acquisitions/Electronic resources/Wiley/Wiley_[year]/WileyOptInsandCoreCancellations[year].