EJournal Package and Monographic Series Maintenance

Most of our e-journal packages are subscriptions and the titles included may change from year to year. Maintaining an accurate account of our legitimate access requires review and updates in SFX, WorldCat Local knowledge base, the proxy configuration file, etc. Catalog records in Aleph are maintained with the MARCit service. A list of packages and review status is maintained below.

THIS SITE IS A WORK IN PROGRESS. Most recent package review info is here: R:\Acquisitions\Electronic resources\Package_Reviews_Chart

EJournal Package Review Checklist

Immediate Title changes

This is done at the time of the package change with information provided by the publisher.

  • Titles removed from package
    • Aleph order record. Aleph order records exist for some packages and not others.
      • Close order record (VC) if it exists, or add a closed order record. Add notes with date of title's removal.
      • Add perpetual access (PA) order record if appropriate, with notes, content dates.
    • Suppress Aleph bib IF there is no access to title in this package or in another target in SFX.
    • Deactivate in SFX.
      • If the SFX target is set to AutoActive=Yes and SFX does a reload, deactivated titles will be reactivated. If we will not have access to all titles in a target, the target service edit setting should be AutoActive=No. If we expect to have access to all titles when SFX updates the target, we want AutoActive=Yes. The target will need to be checked again then. Do not use “Aggregator settings.”
      • Perpetual access: change SFX date threshold for PA. Add PA note to object portfolio edit internal note field in the format “PA, dates of access, initials.” Local date thresholds will remain when SFX updates targets. Do not report to SFX.
      • If a title is completely deactivated in SFX (no other active targets), add title to W:\WorldCat Local\SFX_Deactivated_Titles_after_Dec2013_WCL_load.xlsx
    • Send title with explanation to Heather for review if we may want to sub separately.
  • Titles added to package
    • Create order record in Aleph (SV) referencing main order record number.
    • Activate in SFX. Check date threshold. Check access. If no object portfolio exists you can either wait for SFX to update target or add a local object portfolio, optionally report to SFX, and track or ask Catherine to do so.
  • Optional titles. Some packages (e.g. Wiley) offer optional titles for which the publisher will set up access. Send Liaisons a list for review and if they are interested, contact the publisher. Set up as an added title with notes in Aleph and track in publisher folder on the R/S drive.
  • Rely on impending SFX to WCL file load for activation in WCL, or request a load.
  • See and add notes on individual ejournal packages below.

Full Package Review

A full package review is done when publishers have a chance to provide content on site and SFX has a chance to reload or recreate targets.

  • Obtain current title list from publisher and put a copy on the R/S:\Acquisitions\Electronic resources drive in the publisher's folder.
  • Ensure that publisher admin, username, and passwords are up to date on eleres Google contacts.
  • Larger packages are spot-checked, with a more comprehensive review occasionally. Spot check comparison with SFX when the target has been updated, checking date thresholds, number of titles, and access.
  • Smaller packages can be checked in full. Compare SFX against publisher's title list. Check discrepancies. Contact publisher for missing access.
  • SFX. For any questions, please ask Catherine.
    • Spot check access through to content.
    • SFX targets. Appropriate target information may be found, added, or changed at SFX Targets-Activating and Deactivating
    • Titles not yet available should be tracked. Add location of file and info to the calendar for future checking. If access is desired sooner than the SFX package is updated, create a local object portfolio and track or ask Catherine to do so.
    • Date threshold changes can be made locally if our content differs from SFX; SFX will not override local changes. If the date threshold is wrong for all SFX customers, report to SFX and track or ask Catherine to do so. Note: Date thresholds have been added uniformly for some packages with spotty editing (e.g. Freedom Collection).
    • Check SFX target service settings:
      • Proxy=Checked for everything except open access and ebrary.
      • AutoUpdate=Almost always checked. If you find it unchecked, please see Catherine.
      • AutoActive=Yes if we have access to ALL titles in package and will have access to ALL future titles; No if we have access to some titles but not all. Never use “Aggregator settings.”
    • If a title is completely deactivated in SFX (no other active targets), add title to W:\WorldCat Local\SFX_Deactivated_Titles_after_Dec2013_WCL_load.xlsx
  • Previous titles are often missing from publisher title lists and/or SFX targets and are not always easy to catch.
    • Compare the number of titles on the title list with the SFX target.
    • If necessary, create local op, report to SFX, and track - or ask Catherine to do so. SFX may refuse to add the previous title. In any case, if the title is not on the publisher's title list, contact the publisher to request they add the title to their title list.
    • Add Aleph order record, or track and add when MARCIt record is loaded.
  • Add notes regarding unusual aspects of packages to publisher section below and to the paper file if appropriate.
  • Rely on impending SFX to WCL file load for activation in WCL, or request a load.
  • Note: There is not always a clear way to know when SFX targets have been updated. New titles and their modified dates in the target is the best indicator. Some publishers add titles to their title lists before there is access. Some new titles never show up on lists sent to SFX (e.g. NERL title lists) and in these cases, we create local access, report to SFX and track.

E-Journal Packages and Mono Series

E-Journal PackageVendor Aleph Order #  Last Reviewed 
ACS Publications (American Chemical SocietyACS20101318CT/JR, 1/28/14 Note: Next year of Symposium Series (3 yr embargo) needs to be loaded to SFX.
AIP Select (American Institute of Physics)EBSCO20083221CT/JR, 3/24/14
AMS Journals (American Mathematical Society)AMS4843174CT/JR 2/18/14
Annual ReviewsEBSCO20103783HD
APS All (American Physical Society )EBSCO20083205CT/JR, 3/11/14
ASM Journals Online - full package (American Society for Microbiology)EBSCO4757270CK 6/9/14
ASME Transactions Journals and Applied Mechanics Review PackageEBSCO20097818CK 2/14
BioOne (BioOne1 & BioOne2)NERL5626869CT/JR, 3/14
BMJNERL20098336CT/JR, 2/14
Cambridge Journals Online (Cambridge University Press)EBSCO5014323CK 12/14
Cell PressElsevier5157687CK 1/14
China Academic Journals (Series F)East View20102856CT
E-Duke Scholarly Journals CollectionEBSCO20102109HD
IEEE/IEE electronic library onlineIEEE5580985SAS/RA
IOP Package B,F and others (see below) (Institute of Physics)EBSCO20102746, 20106581CK 7/14
JAMA package (Journal of the Americal Medical Assocociaton) UMass Medical5574511CK 6/10/14
Western Massachusetts NewspapersNewsBank/FCL20142172CK 4/14
Mathematics Package (Mathematics Institute)EBSCO20081043HD
Nature- All Online titlesNERL4558443HD
Oxford Journals - Oxford University Press (OUP)EBSCO20085809CK 3/15; Changes made,Judy is finishing
Ovid Nursing Full-text & single subscription titlesOvid20102176SAS
Project EuclidEBSCO5042215HD
Project Muse Standard CollectionEBSCO3620207CK 1/14
ProQuest Historical NewspapersProQuestCK 6/4/14
RSC Gold (Royal Society of Chemistry)WALDO20114943CT/JR Done, 4/14
Sage/CQ PressSagepayments on individual titles, check invoiceHD
Sage PremierEBSCO200813801Activated 2015 SFX target, 3/15 cck
SIAM Journals Online (Society for Industrial and Applied Mathematics)EBSCO5568973CT/JR, 3/24/14
ScienceDirectElsevier4871820SAS/RA,CK-SFX done 5/13/14
ScienceDirect Freedom CollectionElsevier4871820SAS/RA,CK-SFX done 5/13/14
SPIE Digital LibrarySPIE20081417SAS
Springer Journals OnlineEBSCO20128749CK
Thieme E-Journals PackageEBSCO20097953CT/JR, 4/1/14
Wiley Online Library Core CollectionNERL571316XCT/JR
Wiley Online Library Full CollectionNERL571316XCT/JR
Wiley Online Library AnthrosourceNERL571316XCT/JR
Wiley Online Library Opt-insNERL571316XCT/JR


ASME Transactions Journals package plus Applied Mechanics Review package. Does not include ASME Conference Proceedings. New titles may need proxy entry.

  • Check Previous titles. Past lists in paper file.
  • Content back to 2000 (or inception) by contract. BUT ASME Admin title list includes some previous content; SFX date thresholds have been edited.

Cambridge University Press, NERL

  • “TBD” and “Not yet available” titles need to be checked regularly, ops requested at SFX, and order records added when necessary. Coverage on NERL title list does not always coincide with actual access.
  • Date thresholds: NERL_CAMBRIDGE_UNIVERSITY_PRESS_JOURNALS target service contains note “Additional access may be available” but we may wish to include free archival access in date thresholds if it remains. Date thresholds need to be made consistent. Look at local thresholds.
  • CAMBRIDGE_UNIVERSITY_PRESS_JOURNALS_COMPLETE is used for PA and individual sub titles with notes in object portfolio edits to indicate why they are in target; past NERL title lists include notes regarding titles to which some access is available only to current subscribers.
  • CAMBRIDGE_UNIVERSITY_PRESS_CURRENT_COMPLETE target is used temporarily for NERL titles while waiting for ops in the NERL target.

Elsevier Cell Press

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).

Elsevier Science Direct

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.

  • See SFX Target Configuration manual, “Elsevier ScienceDirect Localization Script (For SFX4), for instructions.
  • Elsevier Freedom Collection. Use Elsevier holdings file, downloaded as per ExLibris instructions.
  • Science Direct Complete. Create a file of SD subs (vlookup), removing Freedom Collection and non-sub titles.

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.


Package review: SFX targets should not require manual changes (purchased archives; packages on Autoactive). Note when targets are updated and spot check for problems.

We have the following different types of subscriptions that make up our IOP online access.

  • IOP Science Extra
    • (INSTITUTE_OF_PHYSICS_SCIENCE_EXTRA; Autoactive, package renewal)
  • IOP ebooks Release 1&2
    • (INSTITUTE_OF_PHYSICS_EBOOKS; Autoactive, purchased)
  • IOP Journals Archive Annual Update
  • IOP Perpetual Gaps
  • Open/free Access (titles are included on EXTRA and Archival Gaps title list, INSTITUTE_OF_PHYSICS_SCIENCE_EXTRA, INSTITUTE_OF_PHYSICS_RECENT_ARCHIVE_PURCHASE)

Title lists: Extra (renewal) includes Gaps (purchase) content and open access titles. Previous titles: Many title changes; included on Extra list.

Date thresholds: INSTITUTE_OF_PHYSICS_RECENT_ARCHIVE_PURCHASE target includes both Archive and Gaps purchases so date thresholds reflect combination.

Project Muse

Watch for title changes and previous titles.

Oxford University Press Journals

Package review: Manual changes needed.

  • January: Add new title list, downloaded from NERL, to CORAL if necessary.
    • In SFX, activate and deactivate new, changing and excluded titles which are included on title list. Move open access titles to HIGHWIRE_PRESS_FREE target. Add object portfolio notes for open access, previous titles, and perpetual access.
    • In Aleph, add order records and notes for new titles, previous and PA titles; close order records using order status VC for open access titles.
    • ExLibris will only add new object portfolios requested by NERL so add and track local ops. Check access and add proxy entries when needed.
  • Continue activations and order records follow up. Check (student?) against new title list and last year's list of previous titles.

NERL Title list differs from EBSCO invoice (3/15). Title list at NERL: New, leaving, and OA titles are listed separately; list does not include prev titles but we add a page and track year to year. If necessary, in the past there has been a title changes list on Oxford site, Oxford Journals

SFX Targets: Use OXFORD_UNIVERSITY_PRESS_CURRENT target. Open access titles: Use HIGHWIRE_PRESS_FREE target.

Proxy: Requires separate proxy entry for each title.

Sage/CQ Press

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

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].

  • Check previous opt-ins against current Wiley title list to see if they have become paid titles.
    • Continuing as opt-ins. If access is still available, leave as is.
    • No longer opt-ins.
      • Subscriptions. Order records should be updated. SFX access should be changed to WILEY_ONLINE_JOURNALS target.
      • Not subscribing. Close order records with note. Suppress bib. Deactivate in SFX.
  • Request the list of current year opt-ins from Wiley (e-journals subscription list from Admin site does NOT include OA or opt-in titles).
    • Send opt-ins to selectors. Contact Wiley to activate any titles chosen by selectors. Activate in SFX when available. Attach order record to MARCIt record when it arrives; add note that title is opt-in.
    • Create Dummy order records including a “DO NOT PAY” note for activated opt-ins.
e-journal_package_maintenance.txt · Last modified: 2015/03/25 14:26 by cknapp
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