Ohio Administrative Code|Rule 3337-37-30 | Alumni records.

                                                

The version of this rule that includes live links
to associated resources is online at https://www.ohio.edu/policy/37-030

(A) Purpose

The purpose of this policy is to ensure that
consistent, accurate information about alumni is readily available to all
appropriate constituencies within the university in a timely fashion. Our
alumni should not have to provide the university with information more than one
time, and their requests for restrictions on use of the information must be
respected. This policy supports Ohios compliance with the CAN-SPAM Act,
a law that sets rules for commercial email, establishes requirements for
commercial messages, and gives recipients the right to have you stop emailing
them.

(B) Policy

Advancement services, in the division of
university advancement, will maintain a centralized database of official alumni
records. Advancement services will ensure that disaster-recovery plans are in
place, including routinely storing a backup copy of the centralized database
files in a non-adjacent building.

Advancement services will assist units and
departments by providing convenient, timely retrieval of information, including
online access and the generation of mailing lists for delivery to the Ohio
university mailroom (or other approved mail house or vendor), and the
generation of email lists for use by advancement communication and marketing
(ACM) on behalf of units and departments, as needed.

ACM provides broadcast email services to Ohio
staff and alumni volunteers.

Advancement services does not provide postal or
email mailing list files (e.g. .csv or .xlsx files) to units, departments or
other partners.

Colleges, units, and departments are not to
maintain separate, "shadow" databases of biographical (including mail
and email addresses) and gift data on Ohio university alumni, in either
electronic or hardcopy format. They may keep, and use internally, temporary
working copies of information generated directly from the central
database.

(C) Procedures

(1) General

All departments needing access to alumni and
donor information should contact advancement services, by campus mail, or by
e-mail to advinfo@ohio.edu. Broadcast email services can be requested online at
https://www.ohio.edu/alumni/email/.

Units and departments needing postal mail lists
or other support in connecting with alumni and friends should contact their
Ohio alumni association liaison by phone at 740-597-4300 or by e-mail at
alumni@ohio.edu.

(2) Data

Departments will work with advancement services
to incorporate all alumni information that they receive into the central alumni
records database. Departments will identify to advancement services the reports
and data needed to support departmental activities.

(3) Updates

Individual colleges, units, and departments
should refer all alumni who desire to make their own address changes or
biographical updates via the web to the alumni relations web site, accessible
through http://www.ohio.edu/alumni/. All other updates of information about
alumni, including but not limited to, biographical updates, address changes,
and employment information, that come to the attention of university employees
should be promptly brought to advancement services' attention:

(a) Information from hardcopy notes is to be forwarded
through campus mail.

(b) Information from e-mail and telephone messages is to be
forwarded by e-mail to advinfo@ohio.edu.

(4) Transition
process

This subsection describes the transition
process for departments that had been maintaining shadow databases prior to
this policy first becoming effective. This subsection will be removed in a
future revision of this policy, after all the existing shadow databases have
been permanently retired.

(a) Departments will identify and share with university
advancement all shadow databases. University advancement will work closely with
departments to understand the purpose and use of the data so that a
prioritization for conversion of the various databases may be
established.

(b) University advancement will incorporate those lists in
the alumni database.

(c) University advancement will identify and develop
appropriate formats for lists and reports to meet the needs of the various
divisions and departments.

(d) The length of time necessary to complete this process
will depend on the quality and size of the databases. University advancement
will provide a time estimate to each department. University advancement expects
that full implementation will take approximately eighteen months.

The version of this rule that includes live links
to associated resources is online at https://www.ohio.edu/policy/37-030

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