EJournal Package 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.

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

E-Journal PackageVendor Aleph Order #  Last Reviewed 
ACS Publications (American Chemical SocietyACS20101318CT/JR, 1/28/14
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
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)NERL5014323CK
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 (Institute of Physics)EBSCO20102746CK
IOP Package F (Institute of Physics)EBSCO20106581CK
JAMA package (Journal of the Americal Medical Assocociaton) UMass Medical5574511CK
Western Massachusetts NewspapersNewsBank/FCL20142172CK-4/14
Mathematics Package (Mathematics Institute)EBSCO20081043HD
Nature- All Online titlesNERL4558443HD
Oxford Journals - Oxford University Press (OUP)NERL20085809CK-3/14
Ovid Nursing Full-textOvid20102176SAS
Project EuclidNERL5042215HD
Project Muse Standard CollectionEBSCO3620207CK-1/14
RSC Gold (Royal Society of Chemistry)WALDO20114943CT
Sage PremierNERL200813801HD
SIAM Journals Online (Society for Industrial and Applied Mathematics)EBSCO5568973CT/JR, 3/24/14
ScienceDirectElsevier4871820SAS/RA
ScienceDirect Freedom CollectionElsevier4871820SAS/RA
SPIE Digital LibrarySPIE20081417SAS
Springer Journals OnlineNERL20128749CK
Thieme E-Journals PackageNERL20097953CT/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

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 SD Freedom Collection

Freedom Collection title lists are available at http://www.info.sciverse.com/techsupport/journals/freedomcoll.htm and are updated regularly. The Freedom Collection title list is the same for all institutions but access dates may vary. Object portfolios are added to SFX without date thresholds and need to be added manually. Currently the process is:

  • Check the Freedom Collection not Included titles (save as xls and sort by “Included”) against our target, being careful about previous titles and remaining content not available at new publishers. Make notes and save to R drive.
  • Export an SFX Freedom Collection activated object portfolios and check titles without date thresholds, adding when necessary, etc.

IOP PACKAGE

We have 6 sections or different types of subscriptions that make up our IOP online access.

  • Historic Archive Perpetual (fixed access)
  • Recent Archive Perpetual (fixed access)
  • Package B: Research and Review Journals (mostly 10 yr. rolling)
  • Package F: Option 2 (10 yr. rolling)
  • Institutional subscriptions (a few individual subscriptions)
  • Free Access (several free titles)

Title lists may be obtained from the IOP website, http://librarians.iop.org/subs Many titles are found in two or more “sections”, either from the beginning of publiction to the middle, or the middle to current. For example, Metrologia is found in the Historic Archive 1965-1994, and Recent Archive 1995-2010. We do not have access to the most recent year. Also, there are many title changes, and title merges in IOP. Each title must be activated in SFX with it's corresponding threshold. The majority of these IOP titles have had local theresholds created in SFX. Titles that are found in the Historic Archive, and are not continued in any other section have been activated in the INSTITUTE_OF_PHYSICS_HISTORICAL_ARCHIVE. All other titles have been activated in the INSTITUTE_OF_PHYSICS_SCIENCE target.

Project Muse

Watch for title changes and previous titles.

Oxford University Press Journals

Title lists at NERL; Oxford site has Title changes list at Oxford Journals See previous year title list on R/S drive for previous titles and Oxford site for open access titles. Check “Freely available” titles from previous year.

Springer

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”.

Wiley

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: 2014/04/09 12:40 by cknapp
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