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<p class="MsoNormal">Thanks to everyone who responded to my inquiry a couple of weeks ago. I was asked to summarize for the list—some of these responses were sent to me privately and some were posted to the list. We also found policies posted on some other
libraries’ websites.<o:p></o:p></p>
<h1>Overall Questions<o:p></o:p></h1>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l1 level1 lfo1">What defines “active” vs. “inactive” for staff and faculty? Who gets to decide? Factors/indicators people mentioned:<o:p></o:p>
<ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="mso-list:l1 level2 lfo1">Book lending privileges<o:p></o:p></li><li class="MsoNormal" style="mso-list:l1 level2 lfo1">HR status<o:p></o:p></li><li class="MsoNormal" style="mso-list:l1 level2 lfo1">The person is still doing teaching, service, or research activities<o:p></o:p></li><li class="MsoNormal" style="mso-list:l1 level2 lfo1">Official emeritus status<o:p></o:p></li><li class="MsoNormal" style="mso-list:l1 level2 lfo1">Active email account and/or active campus credentials<o:p></o:p></li></ul>
</li><li class="MsoNormal" style="mso-list:l1 level1 lfo1">Does the number or percentage of affected individuals change the answer?<o:p></o:p></li></ul>
<h1>Everyone agrees<o:p></o:p></h1>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l0 level1 lfo2">Access for alumni and retirees are two different situations; however, if alumni can access something, retirees can too.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo2">Anyone can access databases by physically coming to the library.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo2">Answer to the question of retiree access lies in a complicated interplay between vendor intent in the license, the library’s interpretation of the license, and the IT department’s abilities to block and
allow different groups.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo2">Most libraries will choose one solution (either allow or block retirees) and apply to all resources, rather than allowing and blocking access for different resources as specified in individual contracts.<o:p></o:p></li></ul>
<h1>Summary<o:p></o:p></h1>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo3"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b>Retirees allowed:</b> 5 institutions<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo3"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b>Retirees blocked:</b> 7 institutions<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo3"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b>Retirees blocked, but emeriti allowed:</b> 6 institutions<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l2 level1 lfo3">Rationales for allowing retiree access include:<o:p></o:p>
<ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="mso-list:l2 level2 lfo3">Retirees sometimes teach a class or come out of retirement to work part time<o:p></o:p></li><li class="MsoNormal" style="mso-list:l2 level2 lfo3">Retirees have an active email address<o:p></o:p></li><li class="MsoNormal" style="mso-list:l2 level2 lfo3">Retirees have an active login credential<o:p></o:p></li><li class="MsoNormal" style="mso-list:l2 level2 lfo3">Unauthorized access for retirees isn’t the biggest concern for vendors, so it’s low risk<o:p></o:p></li></ul>
</li><li class="MsoNormal" style="mso-list:l2 level1 lfo3">Rationales for blocking retiree access include:<o:p></o:p></li></ul>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l2 level2 lfo3">
<![if !supportLists]><span style="font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>Most of their contracts do not explicitly allow retiree access
<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l2 level2 lfo3">
<![if !supportLists]><span style="font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>Users need “official standing” on campus per contract<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l2 level2 lfo3">
<![if !supportLists]><span style="font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>Retirees are not “current” faculty and staff, as specified in most licenses<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l2 level2 lfo3">
<![if !supportLists]><span style="font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>It’s important that IT not allow access for anyone who merely has an active email account<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l2 level1 lfo3">Rationales for treating emeriti differently include:<o:p></o:p>
<ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="mso-list:l2 level2 lfo3">They have a distinct, official title designation from the university<o:p></o:p></li><li class="MsoNormal" style="mso-list:l2 level2 lfo3">They’re still considered part of the faculty<o:p></o:p></li></ul>
</li></ul>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l2 level2 lfo3">
<![if !supportLists]><span style="font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>Emeriti are different because they do work for the university…they’re still active. It is a differentiation from merely being a “retiree”<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l2 level2 lfo3">
<![if !supportLists]><span style="font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>Vendors are ok with allowing emeritus in, as long as every retiree is not considered emeritus<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l2 level1 lfo3">Technical and logistical concerns include:<o:p></o:p>
<ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="mso-list:l2 level2 lfo3">One library requires receipt of the retiree’s name from registrar or HR to confirm official standing<o:p></o:p></li><li class="MsoNormal" style="mso-list:l2 level2 lfo3">One library believe they should be blocking retirees, but technical difficulties prevent them from effectively blocking retirees without also blocking large swaths of other legitimate users.<o:p></o:p></li></ul>
</li></ul>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A">Laurel Sammonds Crawford</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A">Head of Collection Development</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A">University of North Texas Libraries</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A"><a href="mailto:laurel.crawford@unt.edu">laurel.crawford@unt.edu</a>
<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A"><o:p> </o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A">Preferred pronouns: she, her, and hers</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="246" height="42" style="width:2.5625in;height:.4375in" id="_x0000_i1026" src="cid:image001.jpg@01D3AA52.FC9C53A0" alt="http://tartan.unt.edu/sites/all/themes/greenlight/images/tartan-a.jpg"><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Eril-l [mailto:eril-l-bounces@lists.eril-l.org]
<b>On Behalf Of </b>Crawford, Laurel<br>
<b>Sent:</b> Thursday, February 8, 2018 10:07 AM<br>
<b>To:</b> eril-l <eril-l@lists.eril-l.org><br>
<b>Subject:</b> [EXT] [Eril-l] Retiree access to electronic resources?<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal">Hello collective wisdom,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">We are wondering how common it is for academic libraries to allow retirees access to electronic resources, outside of the library, using an institutional login?
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">As librarians, is it your understanding that our contracts must explicitly permit retiree access, or are retirees considered part of the “authorized users” group?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’m considering retirees to be people who used to work at the institution but who are now officially “inactive” from an HR perspective, who separated via retirement and not quitting/being fired.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">We’d greatly appreciate any advice you may have.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A">Laurel Sammonds Crawford</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A">Head of Collection Development</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A">University of North Texas Libraries</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A"><a href="mailto:laurel.crawford@unt.edu">laurel.crawford@unt.edu</a>
<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A"><o:p> </o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A">Preferred pronouns: she, her, and hers</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><img border="0" width="246" height="42" style="width:2.5625in;height:.4375in" id="Picture_x0020_2" src="cid:image001.jpg@01D3AA52.FC9C53A0" alt="http://tartan.unt.edu/sites/all/themes/greenlight/images/tartan-a.jpg"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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