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perpetual_access_procedures [2018/10/24 09:28]
cknapp [Perpetual Access Procedures & Codes]
perpetual_access_procedures [2019/03/29 11:22] (current)
jmulvaney [Perpetual access process]
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 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 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. +  * 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 or package ejournals: Do not set up PA access EXCEPT for Springer, Wiley and Elsevier. Elsevier ​autoload maintains ​these titles in SFXSpringer ​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 there is an increasing volume of titles migrating between packages requiring time to maintain accuracy of current ​access.+  * Transferred ​titles from package ejournals: Do not set up PA access EXCEPT for Springer, Wileyand Elsevier. ​The Elsevier ​and Springer autoloads maintain ​these titles in SFX, although ​Springer ​journals are still being tested ​and backup targets are being maintained (3/2019). A Wiley autoload request has been sent to ExLibris. ​ 
 +  * 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: Taylor & Francis, De Gruyter, Wiley, Elsevier, Springer. 
 +      * Publishers who have NOT retained PA reliably are: Sage, Ovid, Cambridge, ​Oxford. 
 +          * I am currently testing Cambridge'​s reliability. Some things are disappearing,​ others are not. I am trying ​to see how they are treating PA for individual subscriptions vs. package transfers. 
 +  * 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. PA order records are no longer being added to Aleph
  
 ==== Perpetual access process ==== ==== 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 for Springer, Wiley and Elsevier titles.   * SFX maintenance of PA for Springer, Wiley and Elsevier titles.
-     * Elsevier uses autoload. +     * Elsevier uses autoload ​which includes all perpetual access content
-     * Springer ​may eventually use autoload ​but currently PA is maintained manually in SPRINGER LINK JOURNALS STANDARD or NERL SPRINGER JOURNALS targets+     * 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. +     * 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.
-     ​* ​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.   * EDS maintenance of PA for Springer, Wiley and Elsevier titles.
      * Springer and Wiley are paid to EBSCO so PA should be maintained by EBSCO.      * Springer and Wiley are paid to EBSCO so PA should be maintained by EBSCO.
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-//[[cknapp@library.umass.edu|Primary contact: ​Catherine Knapp]]//+//[[jmulvaney@library.umass.edu|Primary contact: ​Jack Mulvaney]]//
  
  
perpetual_access_procedures.1540387733.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
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