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Perpetual Access Procedures & Codes

UMass policy for tracking and maintaining perpetual access is as follows (as of 9/17):

  • Individual subscription cancellations: Set up and maintain PA if publisher is known to retain access, and if title is online only.
  • Ejournal transferred or ceased titles: Set up and maintain PA for Wiley, Elsevier, and Sage titles.

Publisher Polices

To try to determine publisher policies on continued access check the following.

Perpetual access process

  • Cancellations: Determine if publisher is likely to retain access on publisher's site. If so, set up PA.
    • Print + Online: Do not set up PA if cancelled.
  • Aleph order records: For individual subscriptions only.
    • 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: For all PA.
    • Change the SFX threshold and add an Internal Description note in the format “PA to (dates of access).” Internal notes are now exportable.
  • If a target is completely deactivated, add target name to R/S:\Acquisitions\SFX\SFX sort services config\SFX Target changes 071415


  • Titles may only be access in Portico when content is no longer available elsewhere. The only exception is temporary failure of a publisher site or inability to access content globally. Then Librarians may retrieve content on a per request basis, but users may not be allowed access. See Portico.

Publisher Policies

As of 4/25/18 publisher/platform perpetual access policies are listed below. Some information may be out of date or missing.

Publisher Perpetual Access Policy
ACS SuperBundle, American Chemical Society, 2016 license. Perpetual access for subscription titles during time of subscription with payment of fee.
American Mathematical Society, 2007 license. Individual p+o titles. No PA at termination of license. Previously found: Perpetual access at Portico for years paid. Email Portico for access and scans of invoices will be requested.
Bio One Package (with few transfers). Perpetual access to years paid. Also uses LOCKSS and Portico (Portico requires registration and proof of sub/purchase.)
Brill Individual subs. “After canceling a subscription, you get perpetual access to the volumes you subscribed to from current content (i.e. content published from year 2000).” website 1/2012
Cambridge Journals Online, NERL 2016 rev license. NERL package. For transfers, Cambridge will make reasonable endeavors to maintain PA for titles to the years to which we subscribed with a NERL license. If unable to do so, Cambridge will provide a usable (electronic) copy.
Canadian Mathematical Society No perpetual access.
De Gruyter Individual subs. Retain access to paid years, per De Gruyter support, 1/17.
Duke, e-Duke Scholarly Collection. Package. For transfers, Duke uses best efforts to ensure that access is retained (we currently only have package activated in SFX 4/18).
Elsevier ScienceDirect, 2018-2022 license. Perpetual access to online for subscribe-to-years as long as UMass remains a ScienceDirect online subscriber.
Geological Society (UK) Individual sub. Perpetual access to years paid but must request when cancellation is made.
Guilford Press Individual sub. Access to issues of years in which we paid, for at least 10 years.
Indiana Magazine of History/Indiana University JSTOR Current Scholarship program - PA back to first “born digital” issue.
Institute of Physics, IOP, 2016 license. At end of license, content will be made available on web site for a fee or by disc.
International Press Individual sub. Per Ebsconet, perpetual access to all content up to and including last-paid subscription year is retained.
John Benjamins Individual sub. Perpetual access to years paid for print (subs are print+free online) from 2000 -
JSTOR Individual subscriptions that leave JSTOR DO NOT RETAIN PA ACCESS! 9/16
Liverpool University Press Individual sub. Perpetual access to online even for years we paid for print.
OECD iLibrary Package (with few transfers). Perpetual access to all subscribed content and archive since 1998.
Ovid, 2008 license. Nursing package and individual subs. Perpetual access to online for years we paid for online. Package titles retain perpetual access.
Oxford Journals, NERL 2018-2020 license. Oxford will ensure access is provided by new publisher and that journal content remains accessible during transfer porcess. Agreement with Portico as 3rd party archive, requiring verification of payment.
Pion Individual sub. Perpetual access to online for years we paid for online.
Project Muse Standard Collection. Package. Unable to locate license for journal package. Per EBSCONet, post-cancellation PA is archival (non-searchable) file on DVD-ROM. Ebook license says access continues as long as there is an active Project Muse Journal sub in place, other wise there is a fee for continuing access.
Sage Premier, 2012 NERL license. For transferred titles, Sage will try to retain continuing access or negotiate access with new publisher. Per ConsortiaManager and section XIV of Sage license we should have PA back to 1999. PA is based on current license agreement which can affect titles transferring out. 1/9/18
SpringerNature, 2018-2020 license. Perpetual access may be retained online, transferred to new provider, or provided offline.
Taylor & Francis, 2007 license. Perpetual access to online for years we paid for online. All titles are individual subscription?
Thieme, 2018 license. Unable to locate PA info about transfers, but see evidence that PA is not maintained. PA for ceased titles is maintainted.
University of Wisconsin Per Ebsconet, perpetual access to years we paid.
Wiley Online Library - Database Model package, 2016-2018 license. Perpetual access generally back to 1997, or when Wiley started publication. Either on Wiley's server or archival copy. Wiley has designated Portico as a post-cancellation access provider. Titles free with bundle retain access.

Primary contact: Catherine Knapp

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