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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">For the record, I don’t think you need a “policy” to explain this to vendors. The amount of vendor cold-calls is overwhelming compared to the bandwidth of our
collection development team. We simply don’t have time to respond to every pitch, ad, email or call. I find I rarely have to explain this to vendors. Successful vendors make a succinct, information-rich pitch in writing.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Internally, we came up with guidelines to help us set good boundaries with vendors. That includes screening all calls and corresponding solely by email unless
there’s an emergency. I agree with Matthew that vendors learn quickly not to phone you if you don’t pick up the phone. We also limit in-person visits to a single hour, with a strict agenda. “Check-in” visits are allowed for
<i>current </i>vendors once per year, additional visits are at our discretion if we’re interested in talking.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">As for what we show the public and vendors, we have two documents:<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><![if !supportLists]><span style="font-size:11.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">UNT Libraries’ Vendor Manifesto
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><a href="https://library.unt.edu/collection-management/unt-manifesto-expectations-library-vendors/">https://library.unt.edu/collection-management/unt-manifesto-expectations-library-vendors/</a><span style="color:#1F497D"><o:p></o:p></span></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><![if !supportLists]><span style="font-size:11.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">See attached for the flyer we give to vendors at conferences and in-person meetings. We usually include a little bit of library swag with this. Vendors
seem to love having clear expectations and guidelines for contacting us!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">I also like Jill’s suggestion of giving the vendors feedback about their sales techniques—I have found this to be successful also.<o:p></o:p></span></p>
<p class="MsoListParagraph"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#52524A">Laurel Sammonds Crawford, MLIS</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#212121"><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<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="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a href="mailto:laurel.crawford@unt.edu" target="_blank"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">laurel.crawford@unt.edu</span></a></span><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"><o:p> </o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><img border="0" width="246" height="42" style="width:2.5625in;height:.4375in" id="Picture_x0020_2" src="cid:image001.jpg@01D590A2.5F252830" alt="http://tartan.unt.edu/sites/all/themes/greenlight/images/tartan-a.jpg"></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#212121"><o:p></o:p></span></p>
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<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<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Eril-l <eril-l-bounces@lists.eril-l.org>
<b>On Behalf Of </b>Jill Emery<br>
<b>Sent:</b> Friday, November 1, 2019 10:50 AM<br>
<b>Cc:</b> eril-l@lists.eril-l.org; Diane Westerfield <dwesterfield@coloradocollege.edu><br>
<b>Subject:</b> [EXT] Re: [Eril-l] Policy for saying "polite no" to overzealous cold-calling/emailing sales reps, and random LibGuide recommendations?<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Two strategies for this, 1. Thank them for their info and tell the sales folk you will be touch with them when there is interest in their products/services 2. be as upfront as possible that constant/consistent sales calls will not result
in a purchase<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Sales folk often times have been given a set goal by their parent company/organization of making X calls, having y number of in person meetings, or sending X emails each month/quarter. Luckily, this is being seen as more old school approach
and phased out by many organizations/companies. Flatly saying these approaches do not work for you give the sales folks the feedback needed for them to try to change the approaches their companies engage in.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><br>
On Nov 1, 2019, at 08:40, Beth M. Johns <<a href="mailto:bmjohns@svsu.edu">bmjohns@svsu.edu</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">Most of the time, ignoring works. Otherwise, I just state "we are not interested, please do not contact me again." <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">Then if by phone, I just hang up. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">I seem to recall that about a year ago we were having a discussion about an overzealous company that went so far as to report a librarian to his or her dean??? I don't think that
happens often though. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
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<p style="margin:0in;margin-bottom:.0001pt"><span style="font-size:16.0pt">Beth</span><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;background:white"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt;background:white"><span style="font-family:"Calibri",sans-serif;color:black">Beth M. Johns, MLIS<o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt;background:white"><span style="font-family:"Calibri",sans-serif;color:black">E-Resources Librarian<o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt;background:white"><span style="font-family:"Calibri",sans-serif;color:black">Saginaw Valley State University<o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt;background:white"><span style="font-family:"Calibri",sans-serif;color:black">Melvin J. Zahnow Library<o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt;background:white"><span style="font-family:"Calibri",sans-serif;color:black">pronouns: she/her/hers<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"> Eril-l <<a href="mailto:eril-l-bounces@lists.eril-l.org">eril-l-bounces@lists.eril-l.org</a>>
on behalf of Diane Westerfield <<a href="mailto:dwesterfield@coloradocollege.edu">dwesterfield@coloradocollege.edu</a>><br>
<b>Sent:</b> Friday, November 1, 2019 11:22 AM<br>
<b>To:</b> <a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a> <<a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a>><br>
<b>Subject:</b> [Eril-l] Policy for saying "polite no" to overzealous cold-calling/emailing sales reps, and random LibGuide recommendations?</span>
<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="xmsonormal"><span style="color:black">Hi all,</span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black">Has anyone come up with a written policy that they send to overzealous sales reps of companies you don’t have any products from, and to the random people trying to get you to put their never-heard-of-before company
on your LibGuides? Then you can send a polite “We’re not interested” and just spam them back every time with that policy. If they manage to get you on the phone, I suppose you could read them the policy, say “No thanks” and hang up.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black">Or do you just ignore them? That’s what I do, but sometimes they get overly persistent.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black">Thanks,</span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black">Diane Westerfield, Electronic Resources & Serials Librarian</span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black">Colorado College, Tutt Library</span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:#1F497D"><a href="mailto:diane.westerfield@coloradocollege.edu">diane.westerfield@coloradocollege.edu</a></span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black">(719) 389-6661</span><o:p></o:p></p>
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