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--- perpetual_access_procedures [2018/10/24 13:20]
cknapp [Perpetual access process]
+++ perpetual_access_procedures [2022/01/14 18:00] (current)
jmulvaney [Perpetual access process]
@@ 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 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.
+      * Publishers who have retained PA relatively reliably are: Cambridge, Taylor & Francis, De Gruyter, Wiley, Elsevier, Springer.
-  * 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.
+      * 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 ====
+  * EDS maintenance of PA for Springer, Wiley and Elsevier titles.
+     * Entitlements KBARTS for Elsevier & Springer will include PA for HLM upload.
+         * Springer is paid to EBSCO which should allow SmartLinks+ to work to some extent for PA titles still recorded in EBSCONet from previous sub. years.
+     * Individual title transfers are not being tracked as closely anymore and may become out of sync for some providers.
+         * In cases where a new package is created every year this should be less obvious in HLM than it was in SFX. In cases where a package is re-used it should be caught by the review.
-  * Aleph order records for Springer and Wiley individual subscriptions transfers and ceased only (not package titles).
+//[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//
-     * 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 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.
-     * 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.
-//[[cknapp@library.umass.edu|Primary contact: Catherine Knapp]]//