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Buying and Contracting for Resources and Services: A How-To-Do-It Manual
By Rick Anderson

1-55570-480-8 . 2004 . 8 1/2 x 11 . 150 pp.
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Here is practical guidance for librarians and front-line staff on dealing effectively with everyday problems and challenges that arise when working with vendors and publishers, and for preventing many of these common problems in the first place. This invaluable new guide explains the “art” of vendor relations—how to identify potential vendors and select the best one for your library’s needs, how to negotiate the license agreement and terms of service, and how to avoid disputes—or end them quickly and amicably when they occur. Here you will find practical advice on handling sales calls, returns, issuing RFPs, and much more! Special chapters are devoted to the stickiest problems, including tracking vendor performance, dealing with unsolicited materials, and switching vendors. Incorporating changes brought on by the Internet and electronic practices, this is the first comprehensive examination of vendor relations in more than a decade.

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Reviews

“Anderson’s breezy, readable manual is unique in its focus on the acquisitions librarian-vendor connection. Highly recommended for acquisitions and serials librarians.” Library Journal

“This is an excellent resource whether you’re new at developing vendor-customer relationships or have been at it awhile and still find the process onerous…highly recommended.” Booklist



Table of Contents

Foreword

Foreword

ix

Preface

xi

Acknowledgments

xix

 

 

I. Learning The Essentials Of Vendor Relations

 

Chapter 1 Working With Vendors: The State Of The Art

3

It Is The Best Of Times, It Is The Worst Of Times

3

New Library Tasks For The Online World

4

It’s Still The Wild, Wild Web

7

Chapter 2 Being A Good Customer

9

The Customer Is Not Always Right

9

How To Be A Squeaky Wheel

9

If You Act Like A Jerk, You Will Look Incompetent

12

Chapter 3 Getting Off On The Right Foot

13

Say Your Name

13

Know The Lingo

14

The Heartbreak Of Jargon

15

Assume Good Faith

16

Return Messages Promptly And Professionally

17

Be Assertive But Reasonable

18

 

 

II. Establishing Successful Vendor Relations

 

Chapter 4 Issuing A Request For Proposals

21

Be Careful What You Wish For

21

Give Them Time And Let Them Negotiate

22

Be A Good Host

23

After The Presentation

24

Chapter 5 Establishing A New Service

27

Someone Must Be In Charge

27

Settle Your Internal Arguments Beforehand

28

Know What You Want And What Is Available

28

Pre-Visit Checklist

29

Set An Agenda And Stick To It

31

Beyond Controlling The Schedule

32

Build A Shared Vocabulary

32

Introduce, Introduce, Introduce

34

Chapter 6 Negotiating Terms Of Service

37

Discounts And Service Fees

37

Status Reports And Cancellations

41

Arranging Payment

41

Returns

44

Chapter 7 Negotiating A License Agreement

45

Why You Need To Pay Attention To License Agreements

45

Three Categories Of License Terms

46

Beware The Six License Terms Of Death

48

Be Assertive But Reasonable

50

When To Be Extra Assertive

51

Pick Your Battles

51

Chapter 8 Understanding Approval Plans

53

The Logic Of Approval Plans

53

How Do They Do It?

54

What Are Those Other Criteria?

54

Books In The Twilight Zone

55

Technical Processing And Bibliographic Records

56

Approval Plan Discounts

57

 

 

III. Building And Maintaining The Library-Vendor Relationship

 

Chapter 9 Putting Out Fires

61

Be Assertive But Reasonable

61

Being Assertive

62

Unacceptable Vendor Responses

62

Being Assertive With Scammers

63

Being Reasonable

64

Avoid Making Unreasonable Demands

64

Be Civil

66

Don’t Assume Treachery When Human Error Is More

Likely

68

How To Tell When You Are Being Cheated

69

Chapter 10 Preventing Fires

71

Put Your Best People On The Phone

71

Submitting Orders I: Boring Is Beautiful

73

Submitting Orders II: The Joy Of Autocracy

74

Know Who Your Friends Are

76

Watch Your E-Mail

77

Be Assertive But Reasonable

77

Chapter 11 Working With Sales Representatives

79

Keep Your Appointments

80

On The Flipside

82

An Exception To The Punctuality Rule

83

Got Problems? Give Specifics

84

Let Her Sell

86

Let Your No Be No

86

Interacting With Sales Reps At Conferences

87

Be Assertive But Reasonable

89

Chapter 12 Working With Customer Service Representatives

91

You May Not Be Equals, But You Are Both Customers

91

Treat The Vendor As An “Internal Customer”

92

Make It Easy For The Vendor To Serve You Well

93

Be Assertive But Reasonable

95

Let Mercy Temper Justice

97

Chapter 13 Tracking Vendor Performance

99

Fulfillment Rates

99

Claim Responses

101

How Frequently Do You Have To Claim?

101

How Well Does The Vendor Respond To Claims?

102

Analyzing The Quality Of Customer Service

103

Analyzing Invoicing Practices

103

Analyzing Coverage

104

Technical Processing

105

 

 

IV. Ending (Or Avoiding) The Library-Vendor Relationship

 

Chapter 14 Switching Vendors

111

Bad Reasons For Dropping A Vendor

111

Good Reasons For Changing Vendors

114

Managing The Switch

117

Leaving Your Bridges Intact

118

Chapter 15 Dealing With Unsolicited Materials

121

What You Should Be Watching For

121

If You Did Not Order It, It Is Yours

123

What If The Vendor Did Talk To Someone In My

Library?

124

Standing Up For Yourself: A Model

125

Should You Ever Give In?

127

Chapter16 Working With Problem Vendors

129

Defining The Problem Vendor

129

How Can You Avoid Them?

132

When You Must Deal With Problem Vendors

134

Chapter 17 Understanding The Ethics Of Vendor Relations

139

Your Ethical Duty To Your Patrons

140

Your Ethical Duty To Your Vendors

140

The ALCTS Statement Of Principles And Standards

141

 

 

Conclusion

149

 

 

Appendices

 

A. Rules Of Thumb

151

B. Glossary

157

Index

167

About the Author

169

 





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