Perpetual Access Procedures & Codes

UMass policy for tracking and maintaining perpetual access is as follows (1/2017):

  • Individual subscription cancellations: Only track or maintain PA if publisher is known to retain access, and if title is online only.
  • Ceased or transferred titles: Track and maintain PA.

We sometimes maintain access to some or all of the years to which we subscribed. The arrangement varies by publisher and by event. Often where access will be in the long run and if access will be retained is unclear. Changes are often not made at publisher sites by the time we are addressing access.

Publisher Polices

To try to determine publisher policies on continued access check the following.

  • See CORAL Licenses for most accurate information.
  • May be useful to find out where access is preserved: The Keepers Registry.
  • EBSCONet can be helpful.
  • Publisher sites or contact publisher. Add new information to the publisher list below if there is no PA information in CORAL or publisher practice differs from license.
  • See the list of publishers below, publishers which do not provide perpetual access in CORAL license information (warning: this list is not well updated).

Perpetual access process

  • Cancellations: Determine if publisher is likely to retain access on publisher's site. If so, set up PA.
    • Print + Online: Do not set up PA if cancelled.
  • Aleph order records: For individual subscriptions only.
    • Add a new standing order record with status PA and method of acquisition PX.
    • Add a note to the order record: PA, dates of access, location of access, current date, your initials.
  • SFX: For all PA.
    • Change the SFX threshold and add an Internal Description note in the format “PA to (dates of access).” Internal notes are now exportable.
  • If a target is completely deactivated, add target name to R/S:\Acquisitions\SFX\SFX sort services config\SFX Target changes 071415

Portico

  • Titles may only be access in Portico when content is no longer available elsewhere. The only exception is temporary failure of a publisher site or inability to access content globally. Then Librarians may retrieve content on a per request basis, but users may not be allowed access. See Portico.

Publisher Policies

THIS LIST IS OUT OF DATE but can be useful. See CORAL Licenses module Expressions for most accurate information. Publisher sites and EBSCONet can be helpful.

Publisher Perpetual Access Policy
American Chemical Society No perpetual access for subscription titles except on disc.
American Mathematical Society Perpetual access at Portico for years paid. But we must email Portico participation@portico.org for access. See paper file. Note that scans of all invoices will be requested.
Bio One Perpetual access to years paid. Also uses LOCKSS and Portico (Portico requires registration and proof of sub/purchase.)
Brill “After canceling a subscription, you get perpetual access to the volumes you subscribed to from current content (i.e. content published from year 2000).” website 1/2012
Cambridge University Press Perpetual access guaranteed for titles to the years to which we subscribed, even if they cease publication or move to another publisher. In a rare case, a society will remove titles from CJO. See paper file. Use CAMBRIDGE_UNIVERSITY_PRESS_JOURNALS_COMPLETE target for all PA titles including NERL.
Canadian Mathematical Society No perpetual access.
De Gruyter Retain access to paid years, per De Gruyter support, 1/17.
Emerald Group Emerald Management 95 package: perpetual access to 2003-2005, see paper file.
Geological Society (UK) Perpetual access to years paid but must request when cancellation is made.
Guilford Press Access to issues of years in which we paid, for at least 10 years.
Indiana Magazine of History/Indiana University JSTOR Current Scholarship program - PA back to first “born digital” issue.
International Press Per Ebsconet, perpetual access to all content up to and including last-paid subscription year is retained.
John Benjamins Perpetual access to years paid for print (subs are print+free online) from 2000 -
JSTOR Individual subscriptions that leave JSTOR DO NOT RETAIN PA ACCESS! 9/16
Liverpool University Press Perpetual access to online even for years we paid for print.
Maney Perpetual access to online even for years we paid for print. See paper file.
Nature Publishing Group Perpetual access to subscribed years at Nature. See paper file for 2006 NERL license, section 4.6 “Post-supply license.”
OECD iLibrary Perpetual access to all subscribed content and archive since 1998.
Ovid Perpetual access to online for years we paid for online.See paper file.
Oxford University Press Perpetual access to online for years we paid for online; pdf only. See paper file.
ScienceDirect, Freedom Collection Perpetual access to online for subscribe-to-years. See paper file.
Pion Perpetual access to online for years we paid for online.See paper file.
Springer Per Ebsconet, perpetual access to paid content for up to 2 years. After 2 years, perpetual access is maintained for a server fee.
Taylor & Francis Per Ebsconet, perpetual access to online for years we paid for online. See paper file.
University of Wisconsin Per Ebsconet, perpetual access to years we paid.
Wiley Online Library - Subscriptions, CORE Perpetual access generally back to 1997, or when Wiley started publication. Portico is post-cancellation access provider. Titles free with bundle retain access. See paper file.

Primary contact: Catherine Knapp

perpetual_access_procedures.txt · Last modified: 2017/02/08 10:51 by cknapp
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