Summary of the latest updates, best practice suggestions and decisions from the Circulation COI meetings and discussions:
The name that is in the first position controls what displays. As long as the preferred name is listed first, it will show up first in the patron record view and be the source for brief bibs, notices etc. Changing patron display options can invert the order of the names and "undo" this work-around.
Institutions with automated patron loads would need to work with their campus IT, to consistently include preferred names in their patron load information and let firstname.lastname@example.org know about any changes, so that scripts can be adjusted.
There has been no noticeable effect of being fine free on high-demand items. Most (if not all) OPAL Libraries are still charging for lost/damaged items or asking for replacement copies. If OhioLINK materials are lost/damaged, and the lending library accepts replacements, this is the preferred course of action over charging fines. To go fine free, submit a help request to update your library's loan rules.
Preservation of paper and electronic files for records retention was discussed. Noreen (Mount Carmel) has a framework she will share with the group that includes relevant guidelines.
The full meeting minutes can be found under the Meeting Documents tab.
The OPAL Circulation COI is comprised of individuals who perform circulation related duties in their libraries within the consortium. Its mission is to create circulation related policies that are beneficial to both circulation staff and library users, to provide a valuable resource pool for system related questions and best practices, and to serve as a forum for networking within the consortium. This mission is achieved through regular meetings with open discussions of pertinent and relevant topics, with guidance from the OPAL staff members and the OPAL Directors’ Council.
|Virtual Record Cleanup||Odyssey Training (J. Thomas, Fall 2006)|
|OPAL Cleanup Instructions (In Transit & Returned Too Long)||Odyssey FAQ|
|System Set-Up Checklist (OhioLINK)||Odyssey Protocol Technical Help Document|
|PCIRC||Priority Dispatch Contact Info|
|Pickup-Anywhere Cheat Sheetemail@example.com (Cincinnati)|
|Institutional Codesfirstname.lastname@example.org (Cleveland)|
|Replacement Policies by Institutionemail@example.com (Columbus)|
|PCIRC Contact List (and many other PCIRC details)||firstname.lastname@example.org (Toledo)|
|Word Template for Removable Labels for OhioLINK PCIRCemail@example.com (Dayton)|
|Priority Mailing Labels||Ohio Account Manager:
Heather Reed Heather.firstname.lastname@example.org
(O) 614-986-2384 (C) 513-264-7342
|Using Magic Barcode (for requesting specific items through OhioLINK catalog on behalf of a patron)|