Thanks for your questions about how Taylor & Francis’ rolling 20 years’ courtesy access policy relates to transfer titles, and for highlighting the issue with KBART files. The T&F library communications team is currently seeking clarification from our customer service and metadata colleagues, and will respond shortly. If you have any further specific questions in the interim, please feel free to e-mail me.

Best Wishes,

Laura

Laura Montgomery

Communications Manager (Library Relations)

Taylor & Francis Group

4 Park Square, Milton Park

Oxon, OX14 4RN

+44 (20) 755 19387

Email: laura.montgomery@tandf.co.uk

Web: librarianresources.taylorandfrancis.com

From: Serials in Libraries Discussion Forum [mailto:SERIALST@LISTSERV.NASIG.ORG] On Behalf Of Rathmel, Angela
Sent: 30 April 2018 16:12
To: SERIALST@LISTSERV.NASIG.ORG
Subject: Re: [SERIALST] T&F moving wall and knowledge base data

As I understand the Code of Practice, the publishers negotiate who will be responsible for the perpetual access in the transfer. The former publisher retaining the perpetual access it is not uncommon. But the access model of that publisher probably is not part of what the Code of Practice considered as elements to transfer. So, likely, it means Wiley access would be perpetual (as if cancelled) from the subscription start date and then continue with the new publisher according to the new publisher access model.

For example, a sub that started in 2001 and transferred in 2018 would have access @ Wiley (that was 1997-2017) now for: 2001-2017 AND @ T&F: rolling 1998-2018 until either 2021+ or 2037+ -- depending on whether T&F considers your subscription start date as Wiley did (at 2001) or at the date of transfer to T&F (at 2017). Either way there is no gap, but the problem of what right libraries have a right to access generally as part of our paid subscription remains. T&F is trying to use the term perpetual access to mean we were never perpetually guaranteed this 1997+ access model, only perpetual access to our sub year+ and whatever model they want to use. But, I argue the annual subscription (+increases) paid for that 1997+ access model, so the current 20 year rolling access model is not equivalent and devalues the subscription payment over time.

Right?

Angie

From: Serials in Libraries Discussion Forum <SERIALST@LISTSERV.NASIG.ORG> On Behalf Of Sarah Glasser
Sent: Monday, April 30, 2018 9:49 AM
To: SERIALST@LISTSERV.NASIG.ORG
Subject: Re: [SERIALST] T&F moving wall and knowledge base data

“Compliant” may have been the wrong word, but Taylor & Francis is on the list of publishers that “endorse” the Transfer Code of Practice, see here: https://www.niso.org/standards-committees/transfer/transfer-publishers.

There is also a contact name for T&F on the linked website above.

Good luck,

Sally

From: Serials in Libraries Discussion Forum [mailto:SERIALST@LISTSERV.NASIG.ORG] On Behalf Of Melissa Hill
Sent: Monday, April 30, 2018 10:21 AM
To: SERIALST@LISTSERV.NASIG.ORG
Subject: Re: [SERIALST] T&F moving wall and knowledge base data

EXTERNAL MESSAGE

Sally,

Do you know of a way to find out if T&F is compliant? I've been trying to instate our purchased access for titles that just transferred from Wiley to T&F, and our subscription agent is saying that we should retain perpetual access at Wiley, which doesn't make any sense to me.

Melissa

On Fri, Apr 27, 2018 at 1:06 PM, Sarah Glasser <Sarah.Glasser@hofstra.edu> wrote:

If T&F is compliant with NISO’s TRANSFER Code of Practice, they are obliged to honor the perpetual access of the previous publisher. See here, Section 9.2: https://groups.niso.org/apps/group_public/download.php/14411/rp-24-2015_Transfer.pdf

Sally

*******************************************************
Sarah (Sally) Glasser

Serials/E-Resources Librarian

Axinn Library - Hofstra University

Hempstead, NY 11549
516-463-5959

From: Serials in Libraries Discussion Forum [mailto:SERIALST@LISTSERV.NASIG.ORG] On Behalf Of Jill.emery
Sent: Friday, April 27, 2018 11:58 AM
To: SERIALST@LISTSERV.NASIG.ORG
Subject: Re: [SERIALST] T&F moving wall and knowledge base data

EXTERNAL MESSAGE

A big concern involves Taylor & Francis take-over titles. If an institution had a historic deal with Wiley will access rights back to 1996 or 1997 and that tile moves to TnF, do they get to keep those access rights? That should be a key negotiation point with TnF in future negotiations.

Coming from mobile Jill

On Apr 27, 2018, at 08:17, Beth M. Johns <bmjohns@SVSU.EDU> wrote:

I agree. I did it; there aren't too many titles for us. But it would be helpful to not have to think about this every year.

Beth M. Johns, MLIS

E-Resources Librarian

Saginaw Valley State University

Melvin J. Zahnow Library

From: Serials in Libraries Discussion Forum <SERIALST@LISTSERV.NASIG.ORG> on behalf of Julie <00000006d88cf752-dmarc-request@LISTSERV.NASIG.ORG>
Sent: Friday, April 27, 2018 11:10 AM
To: SERIALST@LISTSERV.NASIG.ORG
Subject: Re: [SERIALST] T&F moving wall and knowledge base data

Absolutely share with Kristen’s concern. It is a huge task for us to manually moving the starting date for each titles in the knowledge base.

Julie

San Diego State

Sent from my iPad

On Apr 25, 2018, at 6:01 AM, Kristen Wilson <kmblake@NCSU.EDU> wrote:

Hi all,

I wanted to chime in with another thought about the T&F moving wall. NC State subscribes to only individual titles, and we've been switched over to the new 1998 start dates for this year. Our current problem is that T&F is not providing packages in the Serials Solutions knowledge base that reflect the rolling wall start dates for individual subscription customers. This has forced us to manually enter 1998 start dates for all of our titles.

If T&F is going to sell content using this model, they need to create appropriate KBART files that represent the product they are selling and provide these to all the major knowledge bases. This helps their customers manage discovery services for their content seamlessly, without cumbersome manual work to roll the coverage dates forward each year.

I've been in touch with our T&F rep about this issue, but it seems that there needs to be more commitment to knowledge base support at higher levels of the company. It would be great if other customers could also reach out and let T&F know that we value this metadata.

Kristen

--

Kristen Wilson
Associate Head, Acquisitions and Discovery
North Carolina State University Libraries
919-513-3354
kristen_wilson@ncsu.edu
ORCID: http://orcid.org/0000-0002-3509-3417

To unsubscribe from the SERIALST list, click the following link:
http://listserv.nasig.org/scripts/wa-NASIG.exe?SUBED1=SERIALST&A=1

To unsubscribe from the SERIALST list, click the following link:
http://listserv.nasig.org/scripts/wa-NASIG.exe?SUBED1=SERIALST&A=1

To unsubscribe from the SERIALST list, click the following link:
http://listserv.nasig.org/scripts/wa-NASIG.exe?SUBED1=SERIALST&A=1

To unsubscribe from the SERIALST list, click the following link:
http://listserv.nasig.org/scripts/wa-NASIG.exe?SUBED1=SERIALST&A=1

**** CAUTION: This email originated from outside of Hofstra University. Do not click links or open attachments unless you recognize the sender and know the content is safe. ****

To unsubscribe from the SERIALST list, click the following link:
http://listserv.nasig.org/scripts/wa-NASIG.exe?SUBED1=SERIALST&A=1

Melissa Hill
Serials & Electronic Resources Manager
Ohio Wesleyan University
Beeghly Library
43 Rowland Ave.
Delaware, OH 43015
740-368-3252

Tell us how we're doing!

To unsubscribe from the SERIALST list, click the following link:
http://listserv.nasig.org/scripts/wa-NASIG.exe?SUBED1=SERIALST&A=1

**** CAUTION: This email originated from outside of Hofstra University. Do not click links or open attachments unless you recognize the sender and know the content is safe. ****

To unsubscribe from the SERIALST list, click the following link:
http://listserv.nasig.org/scripts/wa-NASIG.exe?SUBED1=SERIALST&A=1