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Document status

DRAFT

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 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+.

APPROVED
Renewals

Policy regarding CSU+ materials renewal. 

APPROVED
Media Lending

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

APPROVED
Overdue fines

Policy on if fines are collected on CSU+ materials. 

APPROVED
Loan Sequence

The order of priority between services. 

APPROVED
Competing Needs

Which patron type receives priority for local materials. 

APPROVED
Reimbursement for lost books

Policy on the exchange of money between libraries. 

APPROVED
Replacement FeeBilling policy for lost CSU+ materials. 
PENDING
Holds and Recalls

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

APPROVED
Course Reserves

Policy on placing CSU+ items on Course Reserves.

APPROVED
Visiting Patron

Policy on providing service to patrons from another CSU library. 

APPROVED
Fulfillment response/turnaround time

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

APPROVED

Historical Policies

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

Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Update policies based on feedback from the launch of CSU+

 

Met with Resource Sharing Functional Committee to update policies. 


Obtain feedback from CSU+ staff.


Update policies based on feedback from the launch of CSU+Chris Lee (Unlicensed) Copied original policies next to proposed policies. Updated some confusing wording in the proposed policies. Obtain feedback from CSU+ staff.

Update policies based on further feedback

 


Send policies out for feedback.

Discuss policies with the ULMS Coordinating Committee

TBA
 

Shared policy doc with the committee on 1/19/18.Discuss policy changes. 
Discussed policies changes with ULMS Coordinating CommitteeChris Lee (Unlicensed) 

Discussed policy changes and next steps

Submit policy update to COLD

ULMS Coordinating Committee

TBA
 




Tasks to be completed

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