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This statement applies to all notification letters sent to patrons that are listed in the general configuration area in Alma

Best practice recommendations

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SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 

10/10/16 We discussed the need for a central repository that people from all the CSUs can use to help with editing their letters.


Natasha will draft the need for this policy the week of 10/09/16


Create a Policy Statement

Natasha Allen (Unlicensed)

 

10/10/16 The decision was made to have Natasha draft the policy statementPolicy statement draft must be added to Confluence by Nov 11.

Identify and create best practice recommendations

11 Nov

Natasha Allen (Unlicensed)


 



Where applicable, identify and write up procedures in Alma

11 Nov


 




Tasks to be completed

  •  Description of each letter and when it would be sent
  •  Example XML of each letter sent to patrons