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perpetual_access_procedures [2018/10/24 13:02] cknapp |
perpetual_access_procedures [2018/10/30 13:25] cknapp [Perpetual Access Procedures & Codes] |
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| UMass policy for tracking and maintaining perpetual access is as follows (as of 10/24/18): | 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. | * 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 or ceased individual subscription or package ejournals: Do not set up PA access EXCEPT for Springer, Wiley and Elsevier. Elsevier autoload maintains these titles in SFX. Springer is set up for an SFX autoload but is not yet tested or deemed reliable for PA so continue maintaining manually. A Wiley autoload request has been sent to ExLibris. Other publishers are not reliably retaining PA access long-term (e.g. Sage, Cambridge), and the volume of titles migrating between packages is increasing requiring time for maintenance of current subscriptions. |
| - | * Transferred or ceased ejournal package titles: Set up and maintain PA for Springer and Wiley only. Elsevier autoload maintains these titles in SFX. | + | * Aleph PA records are not being maintained at this time. |
| ==== Perpetual access process ==== | ==== 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. | + | |
| - | * Add a note to the order record: PA, dates of access, location of access, current date, your initials. | + | |
| - | * SFX maintenance of PA. | + | |
| * Elsevier uses autoload. | * Elsevier uses autoload. | ||
| - | * Springer may eventually use autoload but currently uses SPRINGER LINK JOURNALS STANDARD or NERL SPRINGER JOURNALS targets. | + | * Springer may eventually use autoload but currently PA is maintained manually in SPRINGER LINK JOURNALS STANDARD or NERL SPRINGER JOURNALS targets. |
| - | * Wiley uses 2010 FULL COLLECTION, DATABASE MODEL (previous years), or WILEY ONLINE LIBRARY JOURNALS targets. | + | * 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. | + | * For Springer and Wiley, change the SFX date threshold and add an Internal Description note in the format "PA to (dates of access)." Internal notes are now exportable. |
| - | + | * EDS maintenance of PA for Springer, Wiley and Elsevier titles. | |
| + | * Springer and Wiley are paid to EBSCO so PA should be maintained by EBSCO. | ||
| + | * Elsevier is maintained in HLM by uploading the SFX Elsevier autoload regularly, which should maintain PA. | ||
