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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. 

Policy Statement

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Loan Periods: Either 30 days (short) or 60 days (long):

  • No automated renewals
  • Each campus determines what material they will lend for 30 or 60 days

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  • Each campus determines if they will loan their media for a short (30 day) period or a long (60 day) period

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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 resource sharing

  • An overdue notice will be emailed 3 days after the due date informing the patron that a replacement fee of $90 will be charged 14 days after the book was due
  • After 14 days the patron is billed and blocked from using library checkout (all circulation of local and non-local materials)
  • If the item is returned, the replacement fee will be removed
  • Local campus can override for local materials if they choose to do so

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Loan Sequence: Library staff should encourage patrons to use CSU+ before ILLiad or InnReach

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Replacement Fee. A replacement fee of the cost of an item + $15 or an approved replacement copy will be accepted for all lost Peer-to-Peer Resource Sharing items

  • Replacement copies will be approved by the owning library
  • A campus can implement a blanket "no replacement copy" for their own materials if they choose to do so.

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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. Exceptions include items for course reserves. 

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

  • Visiting patrons use RS peer-to-peer loan rules, not the local loan rules of the campus that they are visiting
  • Data shared can be minimal: patron name, email address, barcode, and address

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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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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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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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Discuss policies with the ULMS Coordinating Committee

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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

New Policy 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