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perpetual_access_procedures [2019/01/08 10:54]
cknapp [Perpetual Access Procedures & Codes]
perpetual_access_procedures [2019/03/06 10:57] (current)
cknapp [Perpetual Access Procedures & Codes]
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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 the volume of titles migrating between packages is increasing requiring time for maintenance of current subscriptions.  +  * Transferred ​titles from package ejournals: Do not set up PA access EXCEPT for Springer, Wiley and Elsevier. Elsevier ​and Springer ​autoload maintains these titles in SFX, although ​Springer is still being tested ​and backup targets are being maintained (1/2019). A Wiley autoload request has been sent to ExLibris. ​ 
-  * Aleph PA records ​are not being maintained at this timealthough many exist due to varying UMass policies and publisher changes. PA order records ​were tested against access through SFX 1/2019.+  * 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
 +  * Aleph PA records. A cleanup project was completed by a student in 1/2019. If PA access was not available in SFXorder records were changed from PA to CLS. PA order records ​are no longer being added to Aleph
  
 ==== Perpetual access process ==== ==== Perpetual access process ====
  
   * 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 other targets are being maintained until testing ​is completed (1/2019)
-     * 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.
-     * For Springer and Wiley, 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.
perpetual_access_procedures.1546962848.txt.gz · Last modified: 2019/01/08 10:54 by cknapp
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