Bindery Journal Exceptions Workflow
for individuals tasked with reviewing exception requests

1. EAST retention:
   1. Review EAST database to see if there is a retention commitment. You can look this up by OCLC number in the EAST Retentions database
   2. Binding is appropriate for journals with an EAST retention commitment (stop here)
2. Portico:
   1. If there is not an EAST retention commitment, check the Portico Title List to see if the title shows a Status of “Preserved”
   2. If Preserved, confirm that we have an online subscription and if we do not (meaning that we are getting the print but do not have access to the online version of the journal), give the information to the Acquisitions Coordinator to update the subscription to online only, if available
   3. We generally do not bind journals with a Portico status of Preserved (stop here)
3. EBSCOadmin:
   1. If the journal has a Portico status of Queued or is not found in Portico, review EBSCOadmin Holdings Management (populated by UMass SFX) to see if the journal is
      1. Reliably available online (stop here)
      2. If there are alternate titles then go back to EAST and Portico and check the alternate title(s)
      3. We generally do not bind journals that are reliably available online.
      4. Binding is appropriate for journals with a Portico status of Queued that are not reliably available online
      5. If an entry is marked Open Access go to UlrichsWeb to locate a link to the online journal
4. UlrichsWeb:
   1. Check UlrichsWeb to confirm that a journal is Open Access
   2. Follow the link to confirm you can get to the journal
   3. We generally do not bind Open Access journals
5. After review and in consideration of availability of binding funds, a determination will be made as to whether or not to bind.