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Perpetual Access Procedures & Codes

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.
  • Transferred or ceased individual subscription ejournals: Do not set up PA access EXCEPT for Springer, Wiley and Elsevier (Elsevier autoload maintains PA in SFX). Springer is set up for autoload but is not yet tested and deemed reliable for PA so continue maintaining manually. A Wiley autoload request has been sent to ExLibris.
  • Transferred or ceased ejournal package titles: Set up and maintain PA for Springer and Wiley only. Elsevier autoload maintains these titles in SFX. Other publishers are not reliably retaining PA access long-term (e.g. Sage, Cambridge), and there is an increasing volume of titles migrating between packages.

Perpetual access process

  • Aleph order records for Springer and Wiley individual subscriptions transfers and ceased only (not package titles).
    • 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 maintenance of PA.
    • Elsevier uses autoload.
    • Springer may eventually use autoload but currently PA is maintained manually in SPRINGER LINK JOURNALS STANDARD or NERL SPRINGER JOURNALS targets.
    • Wiley uses 2010 FULL COLLECTION, DATABASE MODEL (previous years), or WILEY ONLINE LIBRARY JOURNALS targets.
    • 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.
    • Springer and Wiley are paid to EBSCO so PA should be maintained by EBSCO.
    • Elsevier is maintained in HLM by uploading the SFX Elsevier autoload regularly, which should maintain PA.

Primary contact: Catherine Knapp

perpetual_access_procedures.1540387209.txt.gz · Last modified: 2019/01/07 17:20 (external edit)
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