Fulfillment and Financial policies

Project Owner: Former user (Deleted) Troy Compton (Unlicensed)

Overall Status

IN PROCESS 

Major Milestones

StageComplete ByStatus
Review Financial Policy Survey
 

COMPLETE

Create Charge/Goals

COMPLETE

Work on a Proposal to Send to COLD


COMPLETE
Proposal to the Resource Sharing Task Force

COMPLETE

Response from COLD

IN PROCESS



















Project Team

RoleName
Sponsor


Project Lead/Coordinator
Team Members

Natasha Allen (SJSU)

Margaret Adeogun (Calpoly)

Bill Folden (Humboldt)

Joan Goodwin (SDSU)

Paula Kapteyn (East Bay)

Dawnelle Ricciardi (Sonoma)

Mike Villalobos (Northridge)

Jason Chavez (East Bay)

Denise Gipson-Perry (CSUSB)

Jamie Lamberti (Sacramento)

Michael Price (Calpoly)

Vicky Munda (Long Beach)

Teresa Roudenbush (San Marcos)

Dwayne Machado (Stanislaus)

Vendor Contacts


Informed / Other Stakeholders

Why are we doing this?

CSU wide Circulation and Financial Policies, which includes Resource Sharing, will create less confusion for Students, Faculty, and Staff. Moving to a new system also allows each campus to update policies that were created decades ago.

Goals:

Create Best Practices regarding circulation and financial policies that can be implemented across the CSU or at individual institutions.

Policies we are Focusing on:

  • Long-term loan length & fines- Main Collection
  • Recall policy- How will Resource Sharing affect recall policy?
  • Replacement cost / processing fee / Number of days to bill replacement
  • Replacement books- will accept, and criteria for acceptance
  • No overdue fines for main stack items
  • Uniform loan periods for different patron type (Student, Faculty, Staff)
  • Will Community Borrowers be able to use Resource Sharing and ILL?
  • Unlimited Renewals. - Recall could stop a renewal?

  • Best Practices to get faculty to return material
  • Faculty Billing.
  • Best Practices for Alumni- Research more on these policies.
  • Resource Sharing Policies - We would like to create CSU wide circulation policies that match Resource Sharing Policies.

Google Docs and Sheets:

Working Document:

https://docs.google.com/document/d/1X20VApneUewYHAGBAk0ZnY58WyJEh0ZKlvsCt1WZxIw/edit

Financial Policy Survey:

https://docs.google.com/spreadsheets/d/16l4RqmCzgVAlaeUdvHrRAOXNcEDF_AwdbfG68fmstng/edit#gid=1960002491

Access Services Survey (OCT 2015)

ULMS Access Services Survey.xlsx


Proposals:

COLD: Not Yet Started

Resource Sharing Task Force:

https://docs.google.com/document/d/1OzcdS_-X9bdOj8UhLGTszCpPjnvH2Js3sGdL--_uWOs/edit?usp=sharing