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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. 

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

Policy Statement

Current
Policy
Proposed Policy ChangesLast Updated
DescriptionStatus
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
Loan Periods:  CSU+ items will be loaned at the following rate: 60 days (long loan) for books and 30 days (short loan) for media items. Exceptions can be made for rare, expensive books, or slightly damaged items.11/3/2017 

How long materials can be checked out through CSU+.

Status
colour
Yellow
Green
title
Pending
Approved
Renewals
: No automated renewalsRenewals: No renewals for CSU+ items11/3/2017 

Policy regarding CSU+ materials renewal. 

Status
colour
Yellow
Green
title
Pending
Approved
Media Lending
: CSU Libraries agree to exchange Media Items through resource sharing. 
  • Each campus determines if they will loan their media for a short (30 day) period or a long (60 day) period

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.

11/3/2017 

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

Status
colour
Yellow
Green
title
Pending
Approved
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
Winter 2017

Policy on if fines are collected on CSU+ materials. 

Status
colourGreen
titleApproved
Loan Sequence
. CSU Peer-to-Peer is used before ILLiad or InnReach

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

11/8/2017 

The order of priority between services. 

Status
colour
Yellow
Green
title
Pending
Approved
Competing Needs
. Items may be checked out to patrons at the owning site even if a CSU Peer- to-Peer Borrowing request has been received, but the book has yet to be removed from the shelfWinter 2017

Which patron type receives priority for local materials. 

Status
colourGreen
titleApproved
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. Winter 2017

Policy on the exchange of money between libraries. 

Status
colourGreen
titleApproved
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.

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.
11/3/2017 
Billing policy for lost CSU+ materials. 
Status
colourYellow
titlePending
Holds and Recalls
. COLD recommends that all CSU libraries stop placing holds and recalls on checked out items

Holds and Recalls: CSU libraries will not place holds and recalls on checked out items. Exceptions include items for course reserves. 

11/8/2017 Course Reserves. Books and other original source material may not be requested for course reserves at another library Winter 2017

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
. 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
Winter 2017

Policy on providing service to patrons from another CSU library. 

Status
colourGreen
titleApproved
Fulfillment response/turnaround time
. The lending library will ship items within one business day (Monday - Friday) where the Resource Sharing department is openWinter 2017

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

Status
colourGreen
titleApproved

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.

11/3/2017 
Status
colourYellow
titlePending

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.

11/3/2017 
Status
colourYellow
titlePending

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

Historical Policies

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