Fulfillment and Financial policies
- Matthew Prutsman (Unlicensed)
- Troy Compton (Unlicensed)
Project Owner: Former user (Deleted) Troy Compton (Unlicensed)
Overall Status
IN PROCESS
Project Links
Major Milestones
| Stage | Complete By | Status |
|---|---|---|
| Review Financial Policy Survey | COMPLETE | |
| Create Charge/Goals | COMPLETE | |
| Work on a Proposal to Send to COLD | ||
| Proposal to the Resource Sharing Task Force | COMPLETE | |
| Response from COLD | IN PROCESS | |
Project Team
| Role | Name |
|---|---|
| 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:
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