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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 or package ejournals: Do not set up PA access EXCEPT for Springer, Wiley and Elsevier. Elsevier autoload maintains these titles in SFX. Springer 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.
  • Aleph PA records are not being maintained at this time, although many exist due to varying UMass policies and publisher changes. PA order records were tested against access through SFX 1/2019.

Perpetual access process

  • SFX maintenance of PA for Springer, Wiley and Elsevier titles.
    • Elsevier uses autoload which includes all perpetual access content.
    • 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. 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.
    • 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.1547576648.txt.gz · Last modified: 2019/01/15 13:24 by cknapp
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