Resource Sharing Reopen Checklist

Confirm CSU+ due date policy is set to 16 weeks. (See: Changing the CSU+ Loan Period to 16 Weeks )

Change patron facing info to reflect new service expectations in terms of turnaround time, loan period, etc. (See: Primo VE: CSU+ Form Label )

Remove any requesting limits you may have placed. (See RSFC/FFC Re-Open Forum Part 1 and Part 2 recordings)

If discontinuing home delivery, de-configure personal/home delivery in Alma and ILLiad. (See RSFC/FFC Re-Open Forum Part 1 and Part 2 recordings).

Update deflections, days to respond, etc. in OCLC.

Inform Chris of changes to Unity delivery schedule. (cwlee@calstate.edu)

Re-enable any letters that may have been turned off, i.e. hold shelf letter. (See: Configuring Alma Letters)

Review Alma and ILLiad letters and notifications to ensure they reflect current circumstances. (See: Configuring Alma Letters and Creating and Editing Email Templates)

Consider reducing the hold shelf expiry time. (See Configuring Terms Of Use).

Chris will revert CSU+ request expiration from 8 days back to 4 days on August 23rd. Please ensure appropriate staffing so that requests do not expire.

The RSFC and FFC recommend eliminating the quarantine period prior to the fall semester provided conditions do not change.

Update the Fulfillment and Resource Sharing Services spreadsheet.