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Document status

Status
titleDRAFT

Area coveredCSU+, Resource Sharing
Lead AuthorChris Lee (Unlicensed)
Co-authors


Background

Once approved by COLD, the system wide CSU+ policies help our libraries maintain a consistent level of customer service, cooperation between colleagues, and protection for our library collections. 

New Policy

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Media Lending: CSU Libraries agree to exchange Media Items through CSU+. Media items must be shipped in a appropriately sized box to prevent damage during shipping.

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Overdue fines: CSU libraries should not charge overdue fines for items lent on CSU+

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Loan Sequence: CSU+ is used before ILLiad or InnReach

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Competing Needs: Items may be checked out to patrons at the owning site even if a CSU+ request  and hold has been received, and the book has yet to be removed from the shelf

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ILLiad NCIP: Each campus can uses the NCIP integration with ILLiad and Alma  at their discretion. The NCIP will not work with Tipasa when/after ILLiad is replaced.

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Reimbursement for lost books: Patron pays to his/her home library, not to the library that owned the book. COLD requests a report on replacement fees charged by the end of June 2018 to verify that this policy does not introduce inequities.

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Replacement Fee:

  • Lost items are charged a $90 flat rate replacement fee with the option of an acceptable replacement copy at the discretion of the lending library.
  • If the book is returned the fee is waived.
  • If the patron would like to furnish a replacement copy the borrowing library should send a link to the lending library to the online retailer where the book will be purchased. The lending library must approve the replacement copy before it is purchased. The lending library may specify that the book must be in good condition, like new, new, or that they will not accept any replacement copies for the item.

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Holds and Recalls: CSU libraries will not place holds and recalls on checked out items

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Course Reserves: Books and other original source material may not be requested for course reserves at another library

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Visiting Patron: We recommend that all campuses participate in Visiting Patron with data sharing between campuses

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Fulfillment response/turnaround time: The lending library will ship items within one business day (Monday - Friday) where the Resource Sharing department is open

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Consortia Bags: Courier bags are owned by the system and not individual libraries. Courier bags are not labeled by campus so they can be used to send items between any campus. Labeled bags from previous systems may be used as backup if the red CSU+ bags run out.

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Action log

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Expected Completion Date

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Update policies based on feedback from the launch of CSU+

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Met with Resource Sharing Functional Committee to update policies. 

Obtain feedback from CSU+ staff.

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Update policies based on further feedback

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Chris Lee (Unlicensed) and Mallory DeBartolo (Unlicensed)

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Discuss policies with the ULMS Coordinating Committee

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Chris Lee (Unlicensed)

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Submit policy updates to COLD

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ULMS Coordinating Committee

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TBA
 

Tasks to be completed

Creation or Policy Revision Process

  1. Need for policy identified
  2. Resource Sharing functional committee discusses, drafts policy and posts to ULMS website
    Include the following information in the review document, where applicable:
    1. current policy text
    2. proposed new policy text
    3. last revision date
    4. status (in process, approved, etc.)
  3. Link to proposed policy text sent to I-SPIE list and ULMS access list for review
    1. Turnaround time for feedback review: minimum 1 week. More where appropriate.
  4. Feedback compiled
  5. Discuss policy feedback from lists in open meeting
  6. Resource Sharing functional committee drafts second version of policy
    1. based on open meeting discussion and written feedback
    2. second draft posted to ULMS website with indication of changes made
  7. Policy sent to ULMS Coordinating Committee for review and approval
    1. if needed comes back to RS functional committee for review
  8. Approved policy sent to COLD for approval
  9. Notice sent to ULMS-access and I-SPIE lists after vote to indicate adoption or veto

*This process is subject to change depending on the workload of the ULMSCC and COLD.

Policy Statement

PolicyDescriptionStatus
Loan Periods

How long materials can be checked out through CSU+.

Status
colourGreen
titleApproved
Renewals

Policy regarding CSU+ materials renewal. 

Status
colourGreen
titleApproved
Media Lending

Policy on if media items can be loaned through CSU+. 

Status
colourGreen
titleApproved
Overdue fines

Policy on if fines are collected on CSU+ materials. 

Status
colourGreen
titleApproved
Loan Sequence

The order of priority between services. 

Status
colourGreen
titleApproved
Competing Needs

Which patron type receives priority for local materials. 

Status
colourGreen
titleApproved
Reimbursement for lost books

Policy on the exchange of money between libraries. 

Status
colourGreen
titleApproved
Replacement FeeBilling policy for lost CSU+ materials. 
Status
colourYellow
titlePending
Holds and Recalls

Policy on placing checked out materials on hold or recalling a checked out CSU+ item. 

Status
colourGreen
titleApproved
Course Reserves

Policy on placing CSU+ items on Course Reserves.

Status
colourGreen
titleApproved
Visiting Patron

Policy on providing service to patrons from another CSU library. 

Status
colourGreen
titleApproved
Fulfillment response/turnaround time

The policy on how quickly staff should deliver or cancel requests. 

Status
colourGreen
titleApproved

Historical Policies

PoliciesDescriptionStatus
Historical CSU+ Policies (2017-2018)Policies that were followed from July 2017 - April 2018
Status
colourBlue
titleHistorical