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perpetual_access_procedures [2022/01/14 17:57]
jmulvaney [Perpetual Access Procedures & Codes]
perpetual_access_procedures [2022/01/14 17:58]
jmulvaney [Perpetual Access Procedures & Codes]
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 ====== Perpetual Access Procedures & Codes ====== ====== 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 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. +
-  * 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: Cambridge, Taylor & Francis, De Gruyter, Wiley, Elsevier, Springer.       * 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, Ovid, Oxford.       * 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.   * 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 ====
perpetual_access_procedures.txt · Last modified: 2022/01/14 18:00 by jmulvaney
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