Perpetual Access Procedures & Codes

UMass policy for tracking and maintaining perpetual access is as follows (as of 01/14/2022):

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.
- Publishers who have retained PA relatively reliably are: Cambridge, Taylor & Francis, De Gruyter, Wiley, Elsevier, Springer.
- 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.

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.