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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">I’ll add to the lists already put forward:<o:p></o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="color:black;margin-left:0in;mso-list:l2 level1 lfo4">
<span style="font-size:12.0pt;font-family:"Arial",sans-serif">List of recurring expected eResources reports and nstruction for creating them. For example, how you count number of e-journals, which COUNTER reports and metrics to use for data in the Annual Report,
ARL reports, etc. <o:p></o:p></span></li><li class="MsoListParagraph" style="color:black;margin-left:0in;mso-list:l2 level1 lfo4">
<span style="font-size:12.0pt;font-family:"Arial",sans-serif">Description of main IT collaborations and relationships, such as who can pull Google Analytics, who runs the EZproxy server, who has which privileges, etc.<o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">Thanks for starting this excellent conversation, Diane!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">Athena<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Athena Hoeppner<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">Discovery Services Librarian<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">University of Central Florida, Orlando<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">407-823-5049 | athena@ucf.edu<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Eril-l <eril-l-bounces@lists.eril-l.org> <b>On Behalf Of
</b>Bhatt, Anjana<br>
<b>Sent:</b> Tuesday, June 1, 2021 12:19 PM<br>
<b>To:</b> Diane Westerfield <dwesterfield@coloradocollege.edu>; eril-l@lists.eril-l.org<br>
<b>Subject:</b> Re: [Eril-l] Retiring - thank you, and what documentation should I leave?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I see where you are coming from Diane. I too started sometime in 2005 and then it was just one and for all scenario and now being an e resources librarian is really complicated and detailed oriented.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">I think it would help you to have following documents in place for the next person. There might be more but at this time, I can think of these:<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">E-Resources life cycle workflow (trial-quotes-acquistion-renewal-cancellation-troublehsooing-stats) etc.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Your library management system (ALMA or SerialsSolution or EBSCO) E-Resources/ activation/access set up workflow.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Any technical forms that you might be using for vendors or any other forms (saved in one place)<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">A spreadsheet of vendor contacts
<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">A spreadsheet of vendor admin modules/user ID and passwords etc.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">A list of your master library contracts/addendums for your library or if you can upload them to a server or your ERM system.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Usage stats related information (sushi accounts, usage data web sites. Passwords/ID etc.) and usage data collection workflow<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">If you maintain any lists of products or renewal dates or any cost history spreadsheets.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">A training documentation for your springerle or LibGuides To DO stuff.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Perpetual access and base titles lists for your journal packages<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Current titles list for your journal packages<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Your RAPID or ILL profile<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Your OpenAthens passwords/ID or any spreadsheets you maintain for keeping track of your OA compliant/non-compliant publishers<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">A list of your individual electronic journals subscribed through your subscription agent, if any.<br>
<br>
<br>
<o:p></o:p></li></ol>
<p class="MsoNormal">Most of this info should be available in your ERM system, but if not, all this would definitely help the new person.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">In the end, I envy you because you are retiring ><span style="font-family:"Segoe UI Emoji",sans-serif">😊</span> Make most of it and happy retirement. Best time of your life is here Diane. Enjoy.<o:p></o:p></p>
<p class="MsoNormal">Regards.<o:p></o:p></p>
<p class="MsoNormal">Anjana<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;background:white">Thank you.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;background:white">Anjana.</span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#2E74B5"> </span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Anjana H. Bhatt</span></b>,
<i><span style="font-size:12.0pt;font-family:"Arial",sans-serif">MSIRM & MLIS</span></i><span style="font-size:12.0pt;font-family:"Arial",sans-serif"> <br>
University Librarian (Electronic Resources)</span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Wilson G. Bradshaw Library, Office Location: Library East 133 A</span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Florida Gulf Coast University</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">10501 FGCU, Blvd. S., Fort Myers, FL 33965</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Phone:
<a href="tel:239-590-7634" target="_blank">239-590-7634</a>, Fax: <a href="tel:239-590-7609" target="_blank">
239-590-7609</a>, E-mail: <a href="mailto:abhatt@fgcu.edu" target="_blank">abhatt@fgcu.edu</a><br>
<br>
<br>
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal"><b><i><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#538135">Inspiring those who inspire others…that’s the FGCU Effect.</span></i></b><o:p></o:p></p>
<p class="MsoNormal"><b><i><span style="font-size:12.0pt;font-family:"Arial",sans-serif"> </span></i></b><o:p></o:p></p>
<p class="MsoNormal"><b><i><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Florida has a very broad public records law. As a result, any written communication created or received by Florida Gulf Coast University employees is subject to disclosure
to the public and the media, upon request, unless otherwise exempt. Under Florida law, e-mail addresses are public records. If you do not want your email address released in response to a public records request, do not send electronic mail to this entity.
Instead, contact this office by phone or in writing.</span></i></b><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> Eril-l <<a href="mailto:eril-l-bounces@lists.eril-l.org">eril-l-bounces@lists.eril-l.org</a>>
<b>On Behalf Of </b>Diane Westerfield<br>
<b>Sent:</b> Tuesday, June 1, 2021 11:31 AM<br>
<b>To:</b> <a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a><br>
<b>Subject:</b> [Eril-l] Retiring - thank you, and what documentation should I leave?<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">Hi all,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">I’m retiring with my last day being June 30. Thank you all to everyone who has answered questions and given good advice, this listserv has been immensely helpful.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">I won’t have a chance to train the next person in this position. I started in 2008 when electronic resources hadn’t been handled by one person and there weren’t so many e-resources to begin with. There was a steep
learning curve for me: I had to pore over various things to get them set up properly in different systems, dig into old paperwork and order records to figure things out, and cobbled together new workflows. For those of you who stepped into an already established
Electronic Resources Librarian position, what documentation do you wish had been left for you?</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">I’m furiously writing up documentation, but I know there are things I won’t think of until months later, or at all.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">Thanks,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">Diane Westerfield, Electronic Resources & Serials Librarian</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">Colorado College, Tutt Library</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="mailto:diane.westerfield@coloradocollege.edu">diane.westerfield@coloradocollege.edu</a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">(719) 389-6661</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
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