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--- perpetual_access_procedures [2018/10/24 13:02]
cknapp
+++ perpetual_access_procedures [2019/03/29 15:18]
jmulvaney
@@ Line 2: / Line 2: @@
 UMass policy for tracking and maintaining perpetual access is as follows (as of 10/24/18):
   * Cancellations of individual subscriptions: Do not set up PA. A cancelled publication is not deemed critical to support academic work at UMass.
-  * Transferred or ceased individual subscription ejournals: Do not set up PA access EXCEPT for Springer, Wiley and Elsevier (Elsevier autoload maintains PA in SFX). Springer is set up for autoload but is not yet tested and deemed reliable for PA so continue maintaining manually. A Wiley autoload request has been sent to ExLibris.
+  * Transferred titles from package ejournals: Do not set up PA access EXCEPT for Springer, Wiley and Elsevier. Elsevier and Springer autoload maintains these titles in SFX, although Springer is still being tested and backup targets are being maintained (1/2019). A Wiley autoload request has been sent to ExLibris.
-  * Transferred or ceased ejournal package titles: Set up and maintain PA for Springer and Wiley only. Elsevier autoload maintains these titles in SFX.
+  * Individual subscriptions: Mostly we are not retaining PA access but if publisher is known to retain PA, exceptions can be made. Many publishers are not reliably retaining PA access long-term.
+      * Publishers who have retained PA relatively reliably are: Taylor & Francis, De Gruyter, Wiley, Elsevier, Springer.
+      * Publishers who have NOT retained PA reliably are: Sage, Ovid, Cambridge, Oxford.
+  * Aleph PA records. A cleanup project was completed by a student in 1/2019. If PA access was not available in SFX, order records were changed from PA to CLS. PA order records are no longer being added to Aleph.
 ==== Perpetual access process ====
-  * Aleph order records for Springer and Wiley individual subscriptions transfers and ceased only (not package titles).
+  * SFX maintenance of PA for Springer, Wiley and Elsevier titles.
-     * Add a new standing order record with status PA and method of acquisition PX.
+     * Elsevier uses autoload which includes all perpetual access content.
-     * Add a note to the order record: PA, dates of access, location of access, current date, your initials.
+     * Springer uses autoload which includes all perpetual access content, although other targets are being maintained until testing is completed (1/2019).
-  * SFX maintenance of PA.
+     * Wiley uses 2010 FULL COLLECTION, DATABASE MODEL (previous years), or WILEY ONLINE LIBRARY JOURNALS targets for PA. Change the SFX date threshold and add an Internal Description note in the format "PA to (dates of access)." Internal notes are now exportable.
-     * Elsevier uses autoload.
+  * EDS maintenance of PA for Springer, Wiley and Elsevier titles.
-     * Springer may eventually use autoload but currently uses SPRINGER LINK JOURNALS STANDARD or NERL SPRINGER JOURNALS targets.
+     * Springer and Wiley are paid to EBSCO so PA should be maintained by EBSCO.
-     * Wiley uses 2010 FULL COLLECTION, DATABASE MODEL (previous years), or WILEY ONLINE LIBRARY JOURNALS targets.
+     * Elsevier is maintained in HLM by uploading the SFX Elsevier autoload regularly, which should maintain PA.
-     * Change the SFX date threshold and add an Internal Description note in the format "PA to (dates of access)." Internal notes are now exportable.
+//[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//
-//[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]//