V1 V2 V3 V7 V8 V9 V10 Q1 Q2 Q2_TEXT Q3_1 Q3_2 Q3_3 Q3_4 Q3_5 Q3_5_TEXT Q4 Q5 Q6_1 Q6_2 Q6_3 Q6_5 Q6_5_TEXT Q7 Q8 Q9 Q9_TEXT Q10_1 Q10_2 Q10_3 Q10_4 Q10_5 Q10_6 Q10_7 Q10_7_TEXT Q10_9 Q11_1 Q11_2 Q11_3 Q11_4 Q11_5 Q11_6 Q11_7 Q11_7_TEXT Q11_8 Q12_1 Q12_2 Q12_3 Q12_4 Q12_5 Q12_6 Q12_x1 Q12_x2 Q12_x3 Q12_x4 Q12_x5 Q12_x6 Q12_x7 Q12_x7_TEXT Q12_x8 Q13 Q13_TEXT Q14_1 Q14_3 Q14_4 Q14_5 Q14_5_TEXT Q14_6 Q15_1 Q15_2 Q15_3 Q15_4 Q15_6 Q15_7 Q15_7_TEXT Q16_1 Q16_2 Q16_3 Q16_4 Q16_5 Q17_1 Q17_2 Q17_3 Q17_4 Q17_4_TEXT Q17_5 Q17_10 Q17_11 Q18_3 Q18_4 Q18_5 Q18_6 Q18_7 Q18_8 Q18_9 Q18_9_TEXT Q18_10 Q18_11 Q19_1 Q19_2 Q19_3 Q19_4 Q19_5 Q19_6 Q19_7 Q19_8 Q19_8_TEXT Q19_9 ResponseID ResponseSet Name Status StartDate EndDate Finished These survey results will be used to evaluate profession-wide trends in the library-vendor relati... What is your position at your company? What is your position at your company?-TEXT How do you gather information about your library customers? Select all that apply.-Reviewing the Library's web site How do you gather information about your library customers? Select all that apply.-Looking at internal systems for purchasing history How do you gather information about your library customers? Select all that apply.-Checking the news for changes in the budget for the states in which the library is located How do you gather information about your library customers? Select all that apply.-Talking with librarians at the institution How do you gather information about your library customers? Select all that apply.-Other How do you gather information about your library customers? Select all that apply.-Other-TEXT What would help you better understand a library's specific needs? What would help you more efficiently understand a library's specific needs? How does your company pass on information to new sales/customer service representatives assigned...-Internal database information How does your company pass on information to new sales/customer service representatives assigned...-Cross-training with previous representatives How does your company pass on information to new sales/customer service representatives assigned...-Begin from scratch with new representatives How does your company pass on information to new sales/customer service representatives assigned...-Other How does your company pass on information to new sales/customer service representatives assigned...-Other-TEXT Do you have an MLIS or equivalent degree? Have you ever worked in a library? How often do you contact customers? How often do you contact customers?-TEXT Does your company have a preferred method for you to contact customers? Select all that apply.-Email Does your company have a preferred method for you to contact customers? Select all that apply.-Telephone Does your company have a preferred method for you to contact customers? Select all that apply.-Mail Does your company have a preferred method for you to contact customers? Select all that apply.-In person site visit Does your company have a preferred method for you to contact customers? Select all that apply.-In person meetings at professional conferences Does your company have a preferred method for you to contact customers? Select all that apply.-Web conference Does your company have a preferred method for you to contact customers? Select all that apply.-Other Does your company have a preferred method for you to contact customers? Select all that apply.-Other-TEXT Does your company have a preferred method for you to contact customers? Select all that apply.-No Preference What is your personal preferred method for contacting customers? Select all that apply.-Email What is your personal preferred method for contacting customers? Select all that apply.-Telephone What is your personal preferred method for contacting customers? Select all that apply.-Mail What is your personal preferred method for contacting customers? Select all that apply.-In person site visit What is your personal preferred method for contacting customers? Select all that apply.-In person meetings at professional conferences What is your personal preferred method for contacting customers? Select all that apply.-Web conference What is your personal preferred method for contacting customers? Select all that apply.-Other What is your personal preferred method for contacting customers? Select all that apply.-Other-TEXT What is your personal preferred method for contacting customers? Select all that apply.-No preference #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? "When working with new customers, do you routinely determine their preferred method of communication?" "When working with new customers, do you routinely determine their preferred method of communication?-TEXT" "When contacting customers, what falls within the scope of your role? Select all that apply.-To sell products and/or subscriptions" "When contacting customers, what falls within the scope of your role? Select all that apply.-To advertise new products or services" "When contacting customers, what falls within the scope of your role? Select all that apply.-To share news of product or platform updates" "When contacting customers, what falls within the scope of your role? Select all that apply.-Other" "When contacting customers, what falls within the scope of your role? Select all that apply.-Other-TEXT" "When contacting customers, what falls within the scope of your role? Select all that apply.-To learn about current and upcoming needs of customers" What services does your company’s management system include? Select all that apply.-Automatic invoicing What services does your company’s management system include? Select all that apply.-Payment history What services does your company’s management system include? Select all that apply.-Subscription collection details (entitlement reports) What services does your company’s management system include? Select all that apply.-Customer preferences for communication What services does your company’s management system include? Select all that apply.-Notes What services does your company’s management system include? Select all that apply.-Other What services does your company’s management system include? Select all that apply.-Other-TEXT How familiar are you with the following?-The mission of academic libraries How familiar are you with the following?-Web scale discovery services How familiar are you with the following?-Link resolvers How familiar are you with the following?-KnowledgeBases How familiar are you with the following?-Metadata/Indexing Which methods are used by your company to establish subscription and purchase prices for librarie...-Full Time Equivalency (FTE) Which methods are used by your company to establish subscription and purchase prices for librarie...-Carnegie Classification Which methods are used by your company to establish subscription and purchase prices for librarie...-Materials budget Which methods are used by your company to establish subscription and purchase prices for librarie...-Other Which methods are used by your company to establish subscription and purchase prices for librarie...-Other-TEXT "Which methods are used by your company to establish subscription and purchase prices for librarie...-Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" Which methods are used by your company to establish subscription and purchase prices for librarie...-Prices are the same for all libraries Which methods are used by your company to establish subscription and purchase prices for librarie...-Degree programs offered What types of discounts does your company offer? Select all that apply.-End-of-calendar year sales What types of discounts does your company offer? Select all that apply.-End-of-fiscal year sales What types of discounts does your company offer? Select all that apply.-New product discounts What types of discounts does your company offer? Select all that apply.-Purchases of multiple products What types of discounts does your company offer? Select all that apply.-Purchases by groups of libraries/consortia What types of discounts does your company offer? Select all that apply.-Holidays What types of discounts does your company offer? Select all that apply.-Other What types of discounts does your company offer? Select all that apply.-Other-TEXT What types of discounts does your company offer? Select all that apply.-Customer loyalty What types of discounts does your company offer? Select all that apply.-Multi-year commitment What pressures do you face in your work? Select all that apply.-Higher sales volume What pressures do you face in your work? Select all that apply.-More regular contact with customers What pressures do you face in your work? Select all that apply.-Responding to customer service requests What pressures do you face in your work? Select all that apply.-Price negotiations What pressures do you face in your work? Select all that apply.-Travel to conferences and customer sites What pressures do you face in your work? Select all that apply.-Managing the varying needs of different kinds of academic libraries What pressures do you face in your work? Select all that apply.-Keeping current with my company's products What pressures do you face in your work? Select all that apply.-Other What pressures do you face in your work? Select all that apply.-Other-TEXT "What pressures do you face in your work? Select all that apply.-Internal issues (i.e. product functionality, messaging, customer focus)" R_2ykYfwU7YXWjI0g Default Response Set Anonymous 0 11/12/2015 18:53 11/12/2015 19:01 1 1 Sales representative Reviewing the Library's web site Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located Talking with librarians at the institution Other Attending conferences "I always appreciate when librarians are honest with me, whether the feedback is good or bad. Any response is always appreciated! And it helps me know what to bring to their attention when the time is right." Internal database information Cross-training with previous representatives Yes No Once a month Email Telephone In person site visit In person meetings at professional conferences Email In person site visit In person meetings at professional conferences 5 4 2 6 1 3 Yes To sell products and/or subscriptions To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Customer preferences for communication Notes Familiar Familiar Familiar Somewhat familiar Somewhat familiar Full Time Equivalency (FTE) Carnegie Classification Purchases by groups of libraries/consortia Other Multi-year commitment Higher sales volume More regular contact with customers Responding to customer service requests Price negotiations Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries Keeping current with my company's products Other "Internal issues (i.e. product functionality, messaging, customer focus)" R_293LUX1ya8G61yb Default Response Set Anonymous 0 11/12/2015 18:49 11/12/2015 21:27 1 1 Account manager Reviewing the Library's web site Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located Talking with librarians at the institution Other "Listserv, professional journals, conference attendance" "When library personnel are as clear and honest as possible with their questions, concerns, and circumstances" It helps when someone from the library reach out with questions or concerns right away Internal database information Cross-training with previous representatives Other "Talking with colleagues, visiting with colleagues, conference attendence" Yes Yes Other Depends on a number of factors Email Telephone In person site visit In person meetings at professional conferences Web conference Email In person site visit In person meetings at professional conferences 3 1 4 5 6 2 Yes To advertise new products or services To share news of product or platform updates Other Help solve problems with existing products and workflows To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Customer preferences for communication Notes Familiar Familiar Familiar Familiar Somewhat familiar Full Time Equivalency (FTE) Carnegie Classification "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" Prices are the same for all libraries More regular contact with customers Responding to customer service requests Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries Keeping current with my company's products Other Staying current with publishing and information technology "Internal issues (i.e. product functionality, messaging, customer focus)" R_3FRuS354zIZONO4 Default Response Set Anonymous 0 11/12/2015 22:03 11/12/2015 22:12 1 1 Other General Manager Looking at internal systems for purchasing history Talking with librarians at the institution Internal data and direct contact with leading librarians contact with leading librarians Internal database information Cross-training with previous representatives Yes Once a week Email Telephone In person site visit In person meetings at professional conferences Email Telephone In person site visit 2 5 1 3 4 6 Yes To sell products and/or subscriptions To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Familiar Familiar Familiar Familiar Familiar Full Time Equivalency (FTE) Carnegie Classification Prices are the same for all libraries Purchases of multiple products Purchases by groups of libraries/consortia Multi-year commitment Higher sales volume Price negotiations Keeping current with my company's products R_3iR2ZBX9FByhmwZ Default Response Set Anonymous 0 11/13/2015 5:19 11/13/2015 5:21 1 1 R_12sT9R9Ls2FwdvR Default Response Set Anonymous 8 11/13/2015 5:26 11/13/2015 5:27 1 1 R_3NzbJOlSjLQFXO4 Default Response Set Anonymous 0 11/13/2015 6:30 11/13/2015 6:37 1 1 Other Library Sales Coordinator Reviewing the Library's web site Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located For Librarians to be more forthright about their needs and budgets See above Internal database information No No Other Daily Email Telephone In person site visit In person meetings at professional conferences Web conference Email Telephone 1 3 4 6 2 5 Yes Other Licensing and Sales Support Backup Subscription collection details (entitlement reports) Customer preferences for communication Notes Familiar Somewhat familiar Somewhat familiar Unfamiliar Somewhat familiar Full Time Equivalency (FTE) Carnegie Classification "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" End-of-fiscal year sales New product discounts Purchases of multiple products Purchases by groups of libraries/consortia Multi-year commitment Higher sales volume More regular contact with customers Price negotiations Travel to conferences and customer sites Keeping current with my company's products "Internal issues (i.e. product functionality, messaging, customer focus)" R_cZ6373hBUHtYaWd Default Response Set Anonymous 0 11/13/2015 6:42 11/13/2015 6:49 1 1 Other Sales Director Reviewing the Library's web site Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located Talking with librarians at the institution "Each institution is so different - I don't know that there is a better way. At each library, we need to find out holdings (which is difficult), politics, collections policy, materials budget information, consortia membership, etc." Internal database information Cross-training with previous representatives No Yes Other 2-3 times a week Email Telephone In person site visit In person meetings at professional conferences Telephone 2 5 4 6 1 3 Other "we ask, and find that email and quarterly calls seem to work best." To sell products and/or subscriptions Other To learn what my competitors are doing. To learn about current and upcoming needs of customers Payment history Subscription collection details (entitlement reports) Notes Familiar Familiar Familiar Familiar Familiar Other "We have list pricing, but take into account all of the above information to negotiate a price." End-of-calendar year sales End-of-fiscal year sales New product discounts Purchases of multiple products Purchases by groups of libraries/consortia Multi-year commitment Higher sales volume More regular contact with customers Price negotiations Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries Keeping current with my company's products "Internal issues (i.e. product functionality, messaging, customer focus)" R_25vKiIiHzQCBQAG Default Response Set Anonymous 0 11/13/2015 6:53 11/13/2015 7:01 1 1 Other Marketing and Sales Reviewing the Library's web site Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located Talking with librarians at the institution "More demographic information, ILS system used, curriculum growth areas" Clear communication path the both the decision makers and the technical implementers Internal database information Cross-training with previous representatives Yes Yes 2-3 Times a month Email In person site visit In person meetings at professional conferences Email Telephone In person meetings at professional conferences 3 5 4 6 1 2 Yes To sell products and/or subscriptions To advertise new products or services To share news of product or platform updates Other engender customer loyalty To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Notes Familiar Familiar Familiar Familiar Familiar Full Time Equivalency (FTE) "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" End-of-calendar year sales End-of-fiscal year sales New product discounts Purchases of multiple products Purchases by groups of libraries/consortia Multi-year commitment Higher sales volume More regular contact with customers Price negotiations Managing the varying needs of different kinds of academic libraries "Internal issues (i.e. product functionality, messaging, customer focus)" R_Y6pVP5JtLiwObMl Default Response Set Anonymous 0 11/13/2015 7:16 11/13/2015 7:21 1 1 Other library relations Reviewing the Library's web site Looking at internal systems for purchasing history Talking with librarians at the institution websites that are easier to navigate; time with librarians to discuss needs a single portal of information; easy to locate contact information Internal database information No No Other it depends on the customer Email In person meetings at professional conferences Email In person site visit In person meetings at professional conferences 3 2 5 6 4 1 I only gather this information if it is suggested by the library Payment history Subscription collection details (entitlement reports) Notes Familiar Familiar Familiar Familiar Familiar Full Time Equivalency (FTE) Carnegie Classification "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" Degree programs offered End-of-fiscal year sales New product discounts Purchases by groups of libraries/consortia Higher sales volume More regular contact with customers Responding to customer service requests Price negotiations Managing the varying needs of different kinds of academic libraries R_YX2c0Es6ODxDBKx Default Response Set Anonymous 0 11/13/2015 9:57 11/13/2015 10:03 1 1 Sales representative Reviewing the Library's web site Looking at internal systems for purchasing history Talking with librarians at the institution Honest and clear communication from the librarian. Same as above. Internal database information Cross-training with previous representatives No No Other varies by type of customer Email Telephone Mail In person site visit In person meetings at professional conferences Email Telephone In person site visit In person meetings at professional conferences 4 2 6 5 1 3 I only gather this information if it is suggested by the library To sell products and/or subscriptions To advertise new products or services To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Notes Familiar Familiar Familiar Familiar Familiar Other "locations, but looking at new models" Purchases of multiple products Purchases by groups of libraries/consortia Price negotiations Other The misunderstanding that all publishers are alike. R_2rJk64oB6J3GCFT Default Response Set Anonymous 0 11/13/2015 10:05 11/13/2015 10:07 1 1 R_3n6grMNCIh4JyH8 Default Response Set Anonymous 0 11/13/2015 10:01 11/13/2015 11:26 1 1 Account manager Reviewing the Library's web site Talking with librarians at the institution Visit with Library Director and staff Review existing publications and discuss online access needs etc. Internal database information Cross-training with previous representatives No No Other As often as needed Email Telephone In person site visit Web conference Email 6 2 3 5 4 1 Yes To sell products and/or subscriptions To advertise new products or services To share news of product or platform updates Other Customer Service To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Customer preferences for communication Notes Other Title Notification Feeds Familiar Somewhat familiar Somewhat familiar Somewhat familiar Somewhat familiar Full Time Equivalency (FTE) Carnegie Classification Other Mix of titles "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" Purchases of multiple products Purchases by groups of libraries/consortia Multi-year commitment Higher sales volume More regular contact with customers Responding to customer service requests Price negotiations Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries Keeping current with my company's products Other Management DIfferences "Internal issues (i.e. product functionality, messaging, customer focus)" R_2Y9c72NgfYMJdkg Default Response Set Anonymous 0 11/13/2015 13:36 11/13/2015 13:42 1 1 Other Library Technical Services Specialist Reviewing the Library's web site Looking at internal systems for purchasing history Talking with librarians at the institution Other Conference sessions and listserv activity I used to be a librarian and continue to moonlight reference shifts during the weekend. I also speak to librarians on a regular basis. More interaction with vendors. Deconstructing the perceived notions that vendors are only in it for the profit. Internal database information Cross-training with previous representatives Yes Yes 2-3 Times a month Email Telephone In person meetings at professional conferences Web conference Telephone In person site visit In person meetings at professional conferences 5 4 2 3 6 1 I only gather this information if it is suggested by the library To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Familiar Familiar Familiar Familiar Familiar Full Time Equivalency (FTE) Materials budget "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" End-of-calendar year sales End-of-fiscal year sales New product discounts Purchases of multiple products Customer loyalty Multi-year commitment Responding to customer service requests Managing the varying needs of different kinds of academic libraries Keeping current with my company's products "Internal issues (i.e. product functionality, messaging, customer focus)" R_DTRxJ2Megj10Wfn Default Response Set Anonymous 0 11/14/2015 10:24 11/14/2015 10:32 1 1 Sales representative Reviewing the Library's web site Looking at internal systems for purchasing history Talking with librarians at the institution Annual meetings that cover both short-term (1 year) and long-term (3-5 years) library plans and initiatives. Internal database information Cross-training with previous representatives Yes Yes Other As appropriate for each customer In person meetings at professional conferences In person meetings at professional conferences 5 6 3 2 1 4 Yes To sell products and/or subscriptions To advertise new products or services To share news of product or platform updates To learn about current and upcoming needs of customers Payment history Notes Familiar Familiar Familiar Somewhat familiar Familiar "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" Purchases of multiple products Multi-year commitment Higher sales volume Keeping current with my company's products "Internal issues (i.e. product functionality, messaging, customer focus)" R_2aJ1Mrd2PwFlgZd Default Response Set Anonymous 0 11/16/2015 5:33 11/16/2015 5:38 1 1 Other "Director, Sales, Marketing and Member Services" Looking at internal systems for purchasing history Talking with librarians at the institution Other library committee More direct communication via library committees/consortia same as above Internal database information Cross-training with previous representatives No No Other as needed Email Telephone In person meetings at professional conferences Email Telephone In person site visit In person meetings at professional conferences I only gather this information if it is suggested by the library To sell products and/or subscriptions To advertise new products or services To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Customer preferences for communication Familiar Somewhat familiar Familiar Familiar Familiar Other membership Prices are the same for all libraries Purchases of multiple products Purchases by groups of libraries/consortia Other membership Multi-year commitment More regular contact with customers "Internal issues (i.e. product functionality, messaging, customer focus)" R_vjfPUrKYtLqqrUB Default Response Set Anonymous 0 11/16/2015 6:07 11/16/2015 6:12 1 1 Other Editor Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located More communication between librarians and non-sales representatives (direct conversations between editors and librarians) More communication between librarians and non-sales representatives (direct conversations between editors and librarians) Internal database information Cross-training with previous representatives No No Other Daily Email Telephone In person site visit In person meetings at professional conferences Email In person site visit In person meetings at professional conferences 4 5 3 2 6 1 I only gather this information if it is suggested by the library To sell products and/or subscriptions To advertise new products or services To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Customer preferences for communication Notes Somewhat familiar Unfamiliar Unfamiliar Unfamiliar Unfamiliar Prices are the same for all libraries Other N/A Higher sales volume More regular contact with customers Responding to customer service requests Price negotiations Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries Keeping current with my company's products "Internal issues (i.e. product functionality, messaging, customer focus)" R_sU3JyQYdOI55s53 Default Response Set Anonymous 0 11/16/2015 6:42 11/16/2015 6:52 1 1 Sales representative Reviewing the Library's web site Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located Talking with librarians at the institution "discussions with the appropriate decision makers, budget allocations, how budgets are requested if there is something you feel fits a direct need/pain, political situation with administration and state, staff changes/turnovers" "I understand some of these may be time consuming for the library, but an org charge that tracks changes to see when folks leave and when folks arrive. quarterly/bi-yearly phone calls to debrief changes or updates. Unfortunately, the most valuable way to gather information is from a phone call, unless perhaps we forward questions ahead of time and schedule a call after to debrief the answers and discuss solutions to those questions/needs" Internal database information Cross-training with previous representatives Yes Once a quarter Email Telephone In person site visit In person meetings at professional conferences Web conference Email Telephone In person meetings at professional conferences Web conference 4 5 3 6 2 1 Yes To sell products and/or subscriptions To advertise new products or services To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Customer preferences for communication Notes Familiar Familiar Familiar Familiar Familiar Full Time Equivalency (FTE) "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" End-of-calendar year sales End-of-fiscal year sales New product discounts Purchases of multiple products Purchases by groups of libraries/consortia Customer loyalty Multi-year commitment Higher sales volume More regular contact with customers "Internal issues (i.e. product functionality, messaging, customer focus)" R_1pWIhDQYH0ityYm Default Response Set Anonymous 0 11/16/2015 7:14 11/16/2015 7:20 1 1 Other Marketing manager Reviewing the Library's web site Looking at internal systems for purchasing history Talking with librarians at the institution "Seeing the context of the feature request. Sometimes when I know what problem people are trying to solve, I can respond better than to specific feature requests of ""we need this button to be blue.""" If we had internal systems that could feed the results of internal conversations into more 360 communications applications Internal database information Other email No No Once a week No Preference Email Telephone In person site visit In person meetings at professional conferences Web conference 2 3 5 4 6 1 Yes To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Customer preferences for communication Notes Familiar Familiar Familiar Familiar Familiar Full Time Equivalency (FTE) "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" New product discounts Purchases by groups of libraries/consortia Multi-year commitment More regular contact with customers Responding to customer service requests Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries Keeping current with my company's products "Internal issues (i.e. product functionality, messaging, customer focus)" R_XS2qfwGSFUv7nJn Default Response Set Anonymous 0 11/16/2015 7:39 11/16/2015 7:45 1 1 Sales representative Reviewing the Library's web site Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located Talking with librarians at the institution Internal database information Cross-training with previous representatives Yes Yes Other "Or more often, depending on the customer" Email Telephone In person site visit In person meetings at professional conferences Web conference Email Telephone In person site visit In person meetings at professional conferences 1 4 2 6 5 3 Yes To sell products and/or subscriptions To advertise new products or services To learn about current and upcoming needs of customers Payment history Customer preferences for communication Notes Familiar Somewhat familiar Somewhat familiar Somewhat familiar Familiar Other Purchases by groups of libraries/consortia Multi-year commitment More regular contact with customers Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries R_3HGMnkwCB8Wi1nn Default Response Set Anonymous 0 11/16/2015 7:49 11/16/2015 7:57 1 1 Sales representative Reviewing the Library's web site Looking at internal systems for purchasing history Talking with librarians at the institution "Communication! Many librarians are great at taking their time to discuss their library's needs with me, but an equal number are impatient and don't want to talk, or don't answer the phone or return e-mails at all." "Let me know what works for you. Do you prefer phone or e-mail? Do you want specific sale information, or want to know about anything new? Etc." Internal database information Cross-training with previous representatives No No Once a quarter Telephone Telephone In person site visit In person meetings at professional conferences 2 4 1 5 6 3 Yes To sell products and/or subscriptions To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Notes Familiar Somewhat familiar Somewhat familiar Somewhat familiar Somewhat familiar Full Time Equivalency (FTE) "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" End-of-fiscal year sales New product discounts Purchases of multiple products Purchases by groups of libraries/consortia Holidays Higher sales volume More regular contact with customers Responding to customer service requests Price negotiations Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries Keeping current with my company's products "Internal issues (i.e. product functionality, messaging, customer focus)" R_Rn7iWLlzl6i5hxn Default Response Set Anonymous 0 11/16/2015 8:34 11/16/2015 8:42 1 1 Sales representative Reviewing the Library's web site Looking at internal systems for purchasing history Talking with librarians at the institution Budgets and which content areas they are looking to fill information on lib. websites (under Acquisitions or Collections?) Internal database information Cross-training with previous representatives No No Once every 6 months Email Telephone In person site visit Email In person site visit In person meetings at professional conferences 5 2 4 6 1 3 No To sell products and/or subscriptions To advertise new products or services To share news of product or platform updates Other training and feedback on existing products To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Notes Other IP addresses Familiar Somewhat familiar Somewhat familiar Unfamiliar Full Time Equivalency (FTE) Other Country/Income level "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" New product discounts Purchases by groups of libraries/consortia Multi-year commitment Higher sales volume More regular contact with customers Responding to customer service requests Price negotiations Travel to conferences and customer sites Other Balancing OA initiatives with income generation (sustainability) R_30wKE9zGRz0qRJy Default Response Set Anonymous 0 11/16/2015 10:23 11/16/2015 10:47 1 1 Sales representative Reviewing the Library's web site Looking at internal systems for purchasing history Talking with librarians at the institution "Aquisitions guides for subject areas, acquisitions guides for electronic resources" Internal database information Cross-training with previous representatives Yes No Other More than once a month Email Telephone In person meetings at professional conferences Email Telephone In person site visit In person meetings at professional conferences 3 5 6 4 1 2 I only gather this information if it is suggested by the library To sell products and/or subscriptions To advertise new products or services To learn about current and upcoming needs of customers Payment history Customer preferences for communication Notes Somewhat familiar Somewhat familiar Somewhat familiar Somewhat familiar Somewhat familiar Full Time Equivalency (FTE) Carnegie Classification End-of-calendar year sales End-of-fiscal year sales New product discounts Purchases of multiple products Purchases by groups of libraries/consortia Customer loyalty Multi-year commitment Higher sales volume Price negotiations Travel to conferences and customer sites Keeping current with my company's products R_3kv5zPZ6LmPP5SA Default Response Set Anonymous 0 11/16/2015 13:34 11/16/2015 13:39 1 1 Other VP Account Mgt Reviewing the Library's web site Looking at internal systems for purchasing history Talking with librarians at the institution Understanding the prioritization of collection development and the decision making process for new acquisitions. Internal database information Cross-training with previous representatives No No Once a quarter Email Telephone In person site visit In person meetings at professional conferences Web conference In person site visit In person meetings at professional conferences 5 4 3 6 1 2 Yes To sell products and/or subscriptions To advertise new products or services To share news of product or platform updates To learn about current and upcoming needs of customers Other NA for us Familiar Familiar Somewhat familiar Familiar Familiar Carnegie Classification Purchases of multiple products Multi-year commitment R_2uVtVT6TBgkFY0r Default Response Set Anonymous 0 11/16/2015 14:34 11/16/2015 14:43 1 1 Account manager Reviewing the Library's web site Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located Talking with librarians at the institution collection development policy & current subject areas of need/growth Fast facts about degree programs and research areas with relevant FTE Internal database information No No Other "as needed, at least once per year" No Preference Email In person meetings at professional conferences 3 6 2 1 4 5 I only gather this information if it is suggested by the library To sell products and/or subscriptions To share news of product or platform updates Payment history Subscription collection details (entitlement reports) Notes Familiar Somewhat familiar Somewhat familiar Somewhat familiar Somewhat familiar Full Time Equivalency (FTE) Carnegie Classification "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" Purchases of multiple products Purchases by groups of libraries/consortia Responding to customer service requests Price negotiations Managing the varying needs of different kinds of academic libraries "Internal issues (i.e. product functionality, messaging, customer focus)" R_2dmqqzttB8aO3mn Default Response Set Anonymous 0 11/17/2015 7:45 11/17/2015 7:50 1 1 Other M D Reviewing the Library's web site Looking at internal systems for purchasing history Talking with librarians at the institution More direct contact More direct contact or information via subs agents Other No No Once a year Email In person meetings at professional conferences Email Telephone In person site visit Yes To sell products and/or subscriptions To advertise new products or services To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Somewhat familiar Somewhat familiar Somewhat familiar Somewhat familiar Somewhat familiar Full Time Equivalency (FTE) Other Higher sales volume More regular contact with customers Responding to customer service requests Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries Keeping current with my company's products R_1IFaibXcu4xq63R Default Response Set Anonymous 0 11/17/2015 12:52 11/17/2015 13:01 1 1 Sales representative Reviewing the Library's web site Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located Talking with librarians at the institution Regular contact with a named librarian Regular contact with a named librarian Internal database information Yes No Other Varies depending on size of customer No Preference Email Telephone In person site visit In person meetings at professional conferences 3 2 6 5 1 4 Yes To sell products and/or subscriptions To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Customer preferences for communication Notes Other Usage and denials Familiar Familiar Familiar Familiar Familiar Carnegie Classification "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" Degree programs offered New product discounts Purchases of multiple products Purchases by groups of libraries/consortia Multi-year commitment Responding to customer service requests Price negotiations Travel to conferences and customer sites R_3k2fq3pzs55tE69 Default Response Set Anonymous 0 11/17/2015 13:51 11/17/2015 13:55 1 1 Other VP Marketing Reviewing the Library's web site Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located Talking with librarians at the institution Honesty instead of smoke screens Same as above. Internal database information No No 2-3 Times a month Email Telephone Mail In person site visit In person meetings at professional conferences Email 2 4 6 5 1 3 Yes To sell products and/or subscriptions To advertise new products or services To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Familiar Somewhat familiar Somewhat familiar Unfamiliar Somewhat familiar "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" Prices are the same for all libraries End-of-calendar year sales End-of-fiscal year sales Purchases of multiple products Purchases by groups of libraries/consortia Higher sales volume Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries R_dailyM5ZXI4UZG5 Default Response Set Anonymous 0 11/18/2015 12:56 11/18/2015 13:07 1 1 Account manager Other All the above Added time for direct conversations / dialog with Librarians at the institution. Internal database information No No Other "daily contact 80% by email, 20% in-person/phone" Email Telephone In person site visit In person meetings at professional conferences Email Telephone In person site visit In person meetings at professional conferences 5 1 6 4 3 2 I only gather this information if it is suggested by the library To sell products and/or subscriptions To advertise new products or services To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Somewhat familiar Somewhat familiar Somewhat familiar Somewhat familiar Somewhat familiar Full Time Equivalency (FTE) Materials budget "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" Degree programs offered End-of-fiscal year sales Purchases of multiple products Purchases by groups of libraries/consortia Multi-year commitment Higher sales volume Responding to customer service requests Price negotiations Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries Keeping current with my company's products "Internal issues (i.e. product functionality, messaging, customer focus)" R_6qZlI1f8wPAqH2J Default Response Set Anonymous 0 11/19/2015 1:45 11/19/2015 1:56 1 1 Sales representative Reviewing the Library's web site Looking at internal systems for purchasing history Talking with librarians at the institution Honest conversation about those needs See above Internal database information Cross-training with previous representatives Begin from scratch with new representatives Yes Yes Other Depending on needs and size of an account Email In person site visit In person meetings at professional conferences Email In person meetings at professional conferences Yes To sell products and/or subscriptions To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Customer preferences for communication Notes Familiar Familiar Familiar Familiar Familiar Full Time Equivalency (FTE) Carnegie Classification "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" Degree programs offered New product discounts Purchases by groups of libraries/consortia Customer loyalty More regular contact with customers Responding to customer service requests Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries R_3PZ8j2N9o0IBRXS Default Response Set Anonymous 0 11/12/2015 21:55 11/12/2015 21:56 0 1 R_10Z7UH9RZaj9VsX Default Response Set Anonymous 0 11/13/2015 7:42 11/13/2015 7:44 0 1 R_3pm4e0y44T7PvTC Default Response Set Anonymous 0 11/13/2015 9:58 11/13/2015 14:04 0 1 Account manager Reviewing the Library's web site Looking at internal systems for purchasing history Checking the news for changes in the budget for the states in which the library is located Talking with librarians at the institution Other Internal database information Cross-training with previous representatives Begin from scratch with new representatives Yes Yes Email Telephone In person site visit In person meetings at professional conferences Web conference Email Telephone In person site visit R_3yYsN89OwStRIxX Default Response Set Anonymous 0 11/16/2015 7:51 11/16/2015 7:54 0 1 Other Sales Director Reviewing the Library's web site Checking the news for changes in the budget for the states in which the library is located Talking with librarians at the institution Other Subscription Agents No Yes Other Once a year or more depending on the situation Email Telephone In person meetings at professional conferences Email Telephone In person meetings at professional conferences R_1N4BicQIr492Q8h Default Response Set Anonymous 0 11/23/2015 8:44 11/23/2015 8:47 1 1 Account manager Looking at internal systems for purchasing history Talking with librarians at the institution Internal database information Cross-training with previous representatives No No Once a week Email Telephone In person meetings at professional conferences Email In person meetings at professional conferences No To sell products and/or subscriptions To share news of product or platform updates To learn about current and upcoming needs of customers Automatic invoicing Payment history Subscription collection details (entitlement reports) Notes Familiar Familiar Familiar Familiar Familiar Full Time Equivalency (FTE) Carnegie Classification "Library type (community college, four year undergraduate, PhD granting, public, private, etc.)" Degree programs offered End-of-fiscal year sales Purchases of multiple products Purchases by groups of libraries/consortia Multi-year commitment Price negotiations Travel to conferences and customer sites Managing the varying needs of different kinds of academic libraries "Internal issues (i.e. product functionality, messaging, customer focus)" R_xDydjHgdnEmdBmN Default Response Set Anonymous 0 11/20/2015 18:58 11/20/2015 19:00 0 1