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TitleURLCurrent SectionNew SectionTaskAssigned toNotesLink to document with new text for the pagepage updated date and initials
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Add Additional Volumes to Request Already “Shipped”https://calstate.atlassian.net/wiki/spaces/URS/pages/497942529How to Guidesno changes neededPriscilla/SaraProcedure is up to date and verified via testing on 1/24
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CSU+ Borrowing Processinghttps://calstate.atlassian.net/wiki/spaces/URS/pages/1100709928How to GuidesAstra/DebbieComplete update. Update where to go to get ro receiving items, update scan using ex id., adding barcodes and printing slips.
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CSU+ Lending Processinghttps://calstate.atlassian.net/wiki/spaces/URS/pages/1080361053How to GuidesDebbie/AstraPage needs renamed and procedures updated. Rapido procedures are missing from intial page. Clean slip instructions no longer needed? Update Item condition policy to new name "Rapido". Unclear if "add additional volumes works or is needed. Courier guide looks to be updated? Flip cards looks to be updated. Statuses and what to do with them - Lending may need updated
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Edit Barcode After Item is Receivedhttps://calstate.atlassian.net/wiki/spaces/URS/pages/495091870/Edit+Barcode+After+Item+is+ReceivedHow to GuidesPriscilla/Christina
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Lost CSU+ Itemshttps://calstate.atlassian.net/wiki/spaces/URS/pages/512000001How to GuidesStacy/SaraFine as is for the CSU pod. As campuses expand their pods, terms may vary (fine amount).
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Promoting CSU+https://calstate.atlassian.net/wiki/spaces/URS/pages/543522828How to GuidesDebbieSame basics in document. I updated the language. Do we still want to keep this? Does this document still apply? https://docs.google.com/document/d/1C1enUNUF3COfb7VR_o4di5fgC11DhNfT2gjGn2eemzw/edit?usp=sharing
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Receive an Item with no Barcodehttps://calstate.atlassian.net/wiki/spaces/URS/pages/495124552/Receive+an+Item+with+no+BarcodeHow to GuidesSara/StacyThis procedure is only useful for items that don't have barcodes on them (select microfilm, etc). In most cases, the barcode is available. This could be used for books that have no barcode sticker. Step 3 can be taken out since Alma provides the barcode on the book slip.
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Resource Sharing Reopen Checklisthttps://calstate.atlassian.net/wiki/spaces/URS/pages/2292219939/Resource+Sharing+Reopen+ChecklistHow to GuidesArchive
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SpineSlipshttps://calstate.atlassian.net/wiki/spaces/URS/pages/1510146050/SpineSlipsHow to GuidesArchive
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Statuses and what to do with them - Borrowinghttps://calstate.atlassian.net/wiki/spaces/URS/pages/230686748/Statuses+and+what+to+do+with+them+-+BorrowingHow to GuidesSaraSome statuses are still important for Rapido, and they may need to be updated with current Rapido workflow information. Take out "Waiting for cancel response' link; it doesn't lead anywhere.
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Statuses and what to do with them - Lendinghttps://calstate.atlassian.net/wiki/spaces/URS/pages/228917314/Statuses+and+what+to+do+with+them+-+LendingHow to GuidesStacy/SaraInformation is current and relevant towards Rapido lending. The link at the borrom of page can be removed since it is a dead link. https://www.orbiscascade.org/rsf-documentation/
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Turning off Lending or Borrowinghttps://calstate.atlassian.net/wiki/spaces/URS/pages/697335858/Turning+off+Lending+or+BorrowingHow to GuidesDebbie
Chris recently updated this page in Nov 2022. Looks good to go.
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Using CleanSlips to Print Pull Slipshttps://calstate.atlassian.net/wiki/spaces/URS/pages/194871299/Using+CleanSlips+to+Print+Pull+SlipsHow to GuidesPriscillaNeeds to be removed, process is no longer used
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Analytics Reports - General Guidancehttps://calstate.atlassian.net/wiki/spaces/URS/pages/367853619/Analytics+Reports+-+General+GuidanceAnalytics Documentation
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Analytics reports made for resource sharinghttps://calstate.atlassian.net/wiki/spaces/URS/pages/575668277/Analytics+reports+made+for+resource+sharingAnalytics Documentation
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Formatting for CSU+ Dashboardhttps://calstate.atlassian.net/wiki/spaces/URS/pages/1223458817Analytics Documentation
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Alma Cancellation Letter with ILLiad OpenURLhttps://calstate.atlassian.net/wiki/spaces/URS/pages/229015578/Alma+Cancellation+Letter+with+ILLiad+OpenURLConfiguration Documentation
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Changing the CSU+ Loan Period to 16 Weekshttps://calstate.atlassian.net/wiki/spaces/URS/pages/1234337800Configuration Documentation
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Configuration in the NZ for CSU+https://calstate.atlassian.net/wiki/spaces/URS/pages/820346895Configuration Documentation
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Configurations that make Resource Sharing processing in Alma easierhttps://calstate.atlassian.net/wiki/spaces/URS/pages/620855477/Configurations+that+make+Resource+Sharing+processing+in+Alma+easierConfiguration Documentation
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Convert to Resource Sharinghttps://calstate.atlassian.net/wiki/spaces/URS/pages/2308767780/Convert+to+Resource+SharingConfiguration Documentation
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CSU+ NZ Configurations and IZ overrideshttps://calstate.atlassian.net/wiki/spaces/URS/pages/1121026139Configuration Documentation
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CSU+ OneSearch Labelhttps://calstate.atlassian.net/wiki/spaces/URS/pages/230686721Configuration Documentation
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CSU+ Overdue and Lost Loan Profilehttps://calstate.atlassian.net/wiki/spaces/URS/pages/498073627Configuration Documentation
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Enabling the Complete Lending Request popup on the Scan In Messages Configuration pagehttps://calstate.atlassian.net/wiki/spaces/URS/pages/1468039324/Enabling+the+Complete+Lending+Request+popup+on+the+Scan+In+Messages+Configuration+pageConfiguration Documentation
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Hiding the CSU+ link on your Primo Services pagehttps://calstate.atlassian.net/wiki/spaces/URS/pages/238125057Configuration Documentation
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Primo Request Form Configurationhttps://calstate.atlassian.net/wiki/spaces/URS/pages/228687880/Primo+Request+Form+ConfigurationConfiguration Documentation
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Primo VE: CSU+ Form Configurationhttps://calstate.atlassian.net/wiki/spaces/URS/pages/2058715143Configuration Documentation
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Primo VE: CSU+ Form Labelhttps://calstate.atlassian.net/wiki/spaces/URS/pages/2097348621Configuration Documentation
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Primo VE: Making the Resource Sharing Form Appearhttps://calstate.atlassian.net/wiki/spaces/URS/pages/2034761790/Primo+VE%3A+Making+the+Resource+Sharing+Form+AppearConfiguration Documentation
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Primo VE: Updating ILLiad GEShttps://calstate.atlassian.net/wiki/spaces/URS/pages/2219671759/Primo+VE%3A+Updating+ILLiad+GESConfiguration Documentation
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Courier Guide (Unity)https://calstate.atlassian.net/wiki/spaces/URS/pages/495091857Courier Information
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Courier Problem Reporthttps://calstate.atlassian.net/wiki/spaces/URS/pages/1881636948/Courier+Problem+ReportCourier InformationNeeds to be centered on pageTinaKeep.
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Flip Cardshttps://calstate.atlassian.net/wiki/spaces/URS/pages/228556830/Flip+CardsCourier Informationcontent below links needs clean upTinaKeep.
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Thank You Cardshttps://calstate.atlassian.net/wiki/spaces/URS/pages/2501017636/Thank+You+CardsCourier Information
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Unity Delivery Window Submission Formhttps://calstate.atlassian.net/wiki/spaces/URS/pages/2529820686/Unity+Delivery+Window+Submission+FormCourier Information
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Unity Holiday Schedulehttps://calstate.atlassian.net/wiki/spaces/URS/pages/1869643777/Unity+Holiday+ScheduleCourier InformationSaraKeep. Dates need to be updated for the upcoming year.
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CSU+ Item Condition Policyhttps://calstate.atlassian.net/wiki/spaces/URS/pages/684982274Policies and RecommendationsStacyContent is relevant for loans between the CSU's. Now that CSU+ extends to libraries outside the CSU system, some of the content may not apply (courier claim report, for example).
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CSU+ Recommendations for Operations During Holiday Closureshttps://calstate.atlassian.net/wiki/spaces/URS/pages/852165419Policies and RecommendationsSaraKeep. Should include link to Turning off Lending & Borrowing tab so users can easily access that page.
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CSU+ Resource Sharing Program Philosophyhttps://calstate.atlassian.net/wiki/spaces/URS/pages/846988600Policies and Recommendations
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Historical Policy Documentshttps://calstate.atlassian.net/wiki/spaces/URS/pages/1656520705/Historical+Policy+DocumentsPolicies and Recommendations
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NCIP: Alma and ILLiad Recommendationhttps://calstate.atlassian.net/wiki/spaces/URS/pages/228556838/NCIP%3A+Alma+and+ILLiad+RecommendationPolicies and Recommendations
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Reciprocal Agreementshttps://calstate.atlassian.net/wiki/spaces/URS/pages/2415034384/Reciprocal+AgreementsPolicies and RecommendationsDebbieThis was done in Jan 2022. I found this document that was updated in Oct 2022 from Chris https://calstate.atlassian.net/wiki/spaces/URS/pages/2546204742/Partner+Libraries. Can we use that document?
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Replacement Copy Policieshttps://calstate.atlassian.net/wiki/spaces/URS/pages/657653903/Replacement+Copy+PoliciesPolicies and RecommendationsPriscillaContent should be verified by each CSU that replacement copy conditions still apply and also since there are libraries outside the CSU system, adapt those PODS replacement copy rule?
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Alma Institution Codeshttps://calstate.atlassian.net/wiki/spaces/URS/pages/229212168/Alma+Institution+CodesAdministration
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Procedures for centrally shutting down CSU+https://calstate.atlassian.net/wiki/spaces/URS/pages/1121091712Administration
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RapidILL NZ setuphttps://calstate.atlassian.net/wiki/spaces/URS/pages/148340839/RapidILL+NZ+setupAdministration
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Rapido Trainingshttps://calstate.atlassian.net/wiki/spaces/URS/pages/2308636880/Rapido+TrainingsRapido
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Rapido Q&Ahttps://calstate.atlassian.net/wiki/spaces/URS/pages/1804501090Rapido
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Configurationhttps://calstate.atlassian.net/wiki/spaces/URS/pages/2407530556/ConfigurationRapido
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Campus Resource Sharing Setup Informationhttps://calstate.atlassian.net/wiki/spaces/URS/pages/1961787456/Campus+Resource+Sharing+Setup+InformationStatistics
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Who We Borrow Fromhttps://calstate.atlassian.net/wiki/spaces/URS/pages/1938981011/Who+We+Borrow+FromStatistics
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Who We Lend Tohttps://calstate.atlassian.net/wiki/spaces/URS/pages/2216755225/Who+We+Lend+ToStatistics
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Borrowing Totalshttps://calstate.atlassian.net/wiki/spaces/URS/pages/2168061953/Borrowing+TotalsStatistics
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Lending Totalshttps://calstate.atlassian.net/wiki/spaces/URS/pages/2182938644/Lending+TotalsStatistics
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Listserv Informationhttps://calstate.atlassian.net/wiki/spaces/URS/pages/934346989/Listserv+InformationCommunication
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Slackhttps://calstate.atlassian.net/wiki/spaces/URS/pages/935002287/SlackCommunication
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I-SPIEhttps://calstate.atlassian.net/wiki/spaces/URS/pages/934347042/I-SPIECommunication
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Contacting other CSU Librarieshttps://calstate.atlassian.net/wiki/spaces/URS/pages/498040853/Contacting+Other+LibrariesCommunication
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Comment Formhttps://docs.google.com/forms/d/e/1FAIpQLSc323qsQSlb3sieCMTv0v7z-9S1_CZxihoX7LGdTTXSYAZuPg/viewformCommunication
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Resource Sharing Reopen Checklisthttps://calstate.atlassian.net/wiki/spaces/URS/pages/2292219939/Resource+Sharing+Reopen+ChecklistQuick Links
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Fulfillment and Resource Sharing Serviceshttps://docs.google.com/spreadsheets/d/1lobJnketHHS-4M3zmSF3Yf4YnmiLDTqomKGycuqw47I/edit#gid=1029157768Quick Links
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Courier Problem Report Formhttps://docs.google.com/forms/d/e/1FAIpQLSfltSjn2-59PqkVvJtPJKM_l-R8_oFz9EHqzpf7n3dx0wFCWA/viewformQuick Links
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