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perpetual_access_procedures [2019/01/07 12:20]
127.0.0.1 external edit
perpetual_access_procedures [2022/01/14 12:57]
jmulvaney [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 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 manuallyA 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 entitlements KBARTS include PA, these will be loaded to HLM. 
-  * Aleph PA records ​are not being maintained at this time. +  * Individual subscriptions:​ Mostly we are not retaining PA access ​but if publisher ​is known to retain ​PA, exceptions can be madeMany publishers are not reliably retaining PA access long-term. 
 +      * Publishers who have retained PA relatively reliably are: Cambridge, Taylor & Francis, De Gruyter, Wiley, Elsevier, Springer. 
 +      * Publishers who have NOT retained PA reliably are: Sage, OvidOxford
 +  * 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. These titles were migrated to HLM. PA order records are no longer ​being added to Aleph and will not be migrated to FOLIO.
 ==== 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 13:00 by jmulvaney
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