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--- perpetual_access_procedures [2019/01/15 18:24]
cknapp [Perpetual access process]
+++ perpetual_access_procedures [2022/01/14 17:58]
jmulvaney [Perpetual Access Procedures & Codes]
@@ Line 1: / Line 1: @@
 ====== Perpetual Access Procedures & Codes ======
-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 01/14/2022):
-  * 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: 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.
-  * 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.
+      * Publishers who have retained PA relatively reliably are: Cambridge, Taylor & Francis, De Gruyter, Wiley, Elsevier, Springer.
-  * Aleph PA records are not being maintained at this time, although many exist due to varying UMass policies and publisher changes. PA order records were tested against access through SFX 1/2019.
+      * Publishers who have NOT retained PA reliably are: Sage, Ovid, Oxford.
+  * Cancellations of Packages/Databases: If the licenses allows for PCA, keep content activated.
+      * Transferred titles from package ejournals: Do not set up PA access EXCEPT for Springer, Wiley, and Elsevier. The Elsevier and Springer entitlements KBARTS include PA, these will be loaded to HLM.
+  * 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 ====
   * SFX maintenance of PA for Springer, Wiley and Elsevier titles.
      * Elsevier uses autoload which includes all perpetual access content.
-     * Springer uses autoload which includes all perpetual access content, although other targets are being maintained until testing is completed (1/2019).
+     * 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. 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.
@@ Line 17: / Line 19: @@
-//[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]//
+//[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//