Configuration in Alma

Wiley AutoHoldings Integration and Perpetual Access

Background: As more subscriptions are canceled, more information has been provided by SDLC about perpetual collections and what libraries can access after cancelation.   Coverage is not the same between the libraries because of when they added the collection and when it was canceled.  The NZ Wiley collections will be discontinued at the end of January 2025 and all libraries will need to set up the Wiley Autoholdings.  Please see below for instructions.

From Kirstie Genzel:

"Perpetual access (or post termination access as some vendors call it) typically varies for each campus.  The coverage dates that your campus retains after canceling a subscription depend on the years there was an active subscription, so your perpetual coverage dates might be different than those of another campus.  

Managing different coverage dates for different campuses is very difficult in the NZ since there is no option that allows portfolio coverage dates in a single e-collection to be adjusted on a campus by campus basis using the group settings. It requires separate e-collections to be managed for each variation in coverage dates, which is not feasible. Because of this, if a library cancels a subscription through SDLC, they will need to set up a collection in their IZ for their perpetual access, adjusting the coverage dates to match what is available to their campus specifically.  

In the rare instances where all CSUs start and end a subscription through SDLC together, or the publisher provides the same perpetual access to everyone regardless of when they subscribed, those e-collections would be able to be maintained in the NZ. Those situations are rare however." 

 

Because of the differences in coverage for Wiley, which has not been a part of the centralized negotiated collection since 2014, the Wiley NZ collections will be removed.  It is recommended to configure the Wiley AutoHoldings collections in the IZ.

Below are instructions for configuring the Wiley Integration Profile:

Configuring Wiley Autoholdings collections in the IZ: (Instructions provided by Nikki DeMoville)

  • Autoholdings is quite easy to set up 
    • You need to have administrator access to Wiley Online Library (same as for setting up access, usage stats, etc.)
    • Alma Administrator role to set up the integration profile
    • Alma user role/permission to monitor Repository jobs
  • Autoholdings is very useful for making sure that your journal holdings are up to date—users will see accurate portfolio information or links to ILL options
    • The downside of this is if Wiley decides to change your access, your portfolio coverage will reflect the changes, even if they are in error
    • You need to monitor the job and occasionally handle multi-matches or errors
  • Autoholdings is useful for managing EBA programs
  • Autoholdings often results in a LOT of record changes and churn
    • If you add local fields to CZ records, expect these to get overwritten frequently as records are deleted and reactivated
  • If you have portfolio or bibliographic metadata or local fields you need to preserve, or want to distinguish purchased titles from EBA titles, I recommend creating a local collection for these portfolios.  You can name it Wiley Perpetual or whatever and add a Display Logic Rule so that only your local collection displays in Primo.  Autoholdings will continue to update these titles in the main collection, so you'll get full CDI indexing for these titles.