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perpetual_access_procedures [2018/10/30 13:19]
cknapp [Perpetual Access Procedures & Codes]
perpetual_access_procedures [2019/03/29 15:22]
jmulvaney [Perpetual access process]
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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 or package ejournals: Do not set up PA access EXCEPT for Springer, Wiley and Elsevier. Elsevier ​autoload maintains ​these titles in SFXSpringer ​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 ​titles from package ejournals: Do not set up PA access EXCEPT for Springer, Wileyand Elsevier. ​The Elsevier ​and Springer autoloads maintain ​these titles in SFX, although ​Springer ​journals are still being tested ​and backup targets are being maintained (3/2019). A Wiley autoload request has been sent to ExLibris. ​ 
-  * Aleph PA records ​are work in progress.+  * 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. 
 +          * I am currently testing Cambridge'​s reliability. Some things are disappearing,​ others are not. I am trying to see how they are treating PA for individual ​subscriptions ​vs. package transfers
 +  * Aleph PA records. A cleanup project was completed by 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 ==== ==== Perpetual access process ====
  
   * SFX maintenance of PA for Springer, Wiley and Elsevier titles.   * SFX maintenance of PA for Springer, Wiley and Elsevier titles.
-     * Elsevier uses autoload. +     * Elsevier uses autoload ​which includes all perpetual access content
-     * Springer ​may eventually use autoload ​but currently PA is maintained manually in SPRINGER LINK JOURNALS STANDARD or NERL SPRINGER JOURNALS targets+     * Springer ​uses autoload ​which includes all perpetual access content, although journal targets are being maintained until testing ​is completed (3/2019)
-     * Wiley uses 2010 FULL COLLECTION, DATABASE MODEL (previous years), or WILEY ONLINE LIBRARY JOURNALS targets for 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.
-     * 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.   * EDS maintenance of PA for Springer, Wiley and Elsevier titles.
      * Springer and Wiley are paid to EBSCO so PA should be maintained by EBSCO.      * Springer and Wiley are paid to EBSCO so PA should be maintained by EBSCO.
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-//[[cknapp@library.umass.edu|Primary contact: ​Catherine Knapp]]//+//[[jmulvaney@library.umass.edu|Primary contact: ​Jack Mulvaney]]//
  
  
perpetual_access_procedures.txt · Last modified: 2022/01/14 18:00 by jmulvaney
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