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perpetual_access_procedures [2019/01/15 13:24]
cknapp [Perpetual access process]
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 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, 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. ​ 
-  * 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. 
 +          * 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 SFXorder records were changed from PA to CLS. PA order records ​are no longer being added to Aleph
  
 ==== Perpetual access process ==== ==== Perpetual access process ====
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   * SFX maintenance of PA for Springer, Wiley and Elsevier titles.   * SFX maintenance of PA for Springer, Wiley and Elsevier titles.
      * Elsevier uses autoload which includes all perpetual access content.      * 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).+     * 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. Change the SFX date threshold and add an Internal Description note in the format "PA to (dates of access)."​ Internal notes are now exportable.      * 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.   * EDS maintenance of PA for Springer, Wiley and Elsevier titles.
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-//[[cknapp@library.umass.edu|Primary contact: ​Catherine Knapp]]//+//[[jmulvaney@library.umass.edu|Primary contact: ​Jack Mulvaney]]//
  
  
perpetual_access_procedures.1547576648.txt.gz · Last modified: 2019/01/15 13:24 by cknapp
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