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The workflow for the renewal process was covered as part of the TERMS (Techniques for Electronic Resource Management) project. It had an update in 2017 https://library.hud.ac.uk/blogs/terms/ . Guidelines for the renewal process itself are here: https://library.hud.ac.uk/blogs/terms/terms/annual-review/ I'm not sure how useful librarians have found the guidelines. I guess actual practice will be determined to a significant extent by whether the library is using a library services platform (LSP) which (by definition) will include an fully integrated approach to electronic resource management (and hence no (or few at least) spreadsheets?) or a library management system/Integrated library system with a separate ERM system or spreadsheets. It would be interesting to hear if institutions using a LSP find the whole process easier and more efficient to manage... Ken Director, Ken Chad Consulting Ltd Tel +44 (0)7788 727 845 Email: <mailto:[log in to unmask]> [log in to unmask] Web: <http://www.kenchadconsulting.com> www.kenchadconsulting.com Twitter: @kenchad Skype: Kenchadconsulting From: An informal open list set up by UKSG - Connecting the Information Community <[log in to unmask]> On Behalf Of Barwick, Marie Sent: 11 September 2019 11:02 To: [log in to unmask] Subject: Re: [lis-e-resources] Renewal processes - how do you manage yours? Thanks Patricia. This is something that has been considered before but from an approach of paying for the year and then an amount to bring it into line for our requirements. I'll bear this in mind though. Best wishes, Marie From: An informal open list set up by UKSG - Connecting the Information Community <[log in to unmask] <mailto:[log in to unmask]> > On Behalf Of REY, Patricia (QUEEN VICTORIA HOSPITAL NHS FOUNDATION TRUST) Sent: 11 September 2019 09:40 To: [log in to unmask] <mailto:[log in to unmask]> Subject: Re: [lis-e-resources] Renewal processes - how do you manage yours? You could decide when it is best for you to renew and contact the publishers asking them to quote for the part year subscriptions. Then, you would know when all of the subs were due and be able to approach publishers proactively to get renewal prices. Best Wishes Tricia Rey Library Services Manager Queen Victoria Hospital Holtye Road East Grinstead West Sussex RH19 3DZ 01342 414266 Fax: 01342 414005 From: An informal open list set up by UKSG - Connecting the Information Community [mailto:[log in to unmask]] On Behalf Of Barwick, Marie Sent: 10 September 2019 12:13 To: [log in to unmask] <mailto:[log in to unmask]> Subject: [lis-e-resources] Renewal processes - how do you manage yours? Dear all, We are currently reviewing our renewal processes here at Warwick and wondered whether anyone had any views or ideas that they would like to share (whether on or off list)? We have many resources that are renewed at various times of the year and the idea is that we adopt a pro-active approach to these renewals, requesting renewal information in a more timely fashion so that we have better 'lead-in' time to evaluate. Currently, we are usually prompted by a communication from the supplier/publisher with the renewal information but that often does not give us time to evaluate properly. How do others manage their renewals? Do you use your LMS/spreadsheets/Sharepoint for example, or are you waiting for the prompt from supplier/publisher? Would be very grateful for any responses! Many thanks, Marie Marie Barwick | Resources Manager (Serials e-Resources and Digital Access) Resource Acquisitions and Digital Access | Library | <http://www2.warwick.ac.uk/> University of Warwick <mailto:[log in to unmask]> [log in to unmask] | External: 02476 573011 | Internal:73011 The Library | University of Warwick | Coventry | CV4 7AL | <http://www2.warwick.ac.uk/about/visiting/maps/interactive/> Find us on the interactive map Working hours: Monday 08:00 - 15:00 Tuesday 08:00 - 15:00 Wednesday 08:30 - 17:30 Thursday 08:30 - 17:30 Friday 09:00 - 16:30 lis-e-resources is a UKSG list - http://www.uksg.org UKSG groups also available on Facebook and LinkedIn Follow us on Twitter: https://twitter.com/UKSG **************************************************************************** **************************************** This message may contain confidential information. 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