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Circulation COI

Community of Interest

Circulation COI Updates - Spring 2023

Summary of the latest updates, best practice suggestions and decisions from the Circulation COI meetings and discussions:Circulation COI Updates

  • Reminder to clean up records in preparation for the upcoming ILS Migration

    • Removing old courses

    • Removing old course reserves

    • Cleaning out long expired patrons

    • Resolving old fines

    • Dealing with long billed or missing items 

  • Under the proposed ICS Action Item (March 2023) libraries will have the option to set locally defined charges for both OhioLINK and SearchOhio items as an alternative to the traditional OhioLINK structure. Contact OhioNet if you would like to make local changes.

  • We discussed a variety of options to streamline ILL services through OCLC's Automated Request Manager and implementing an OpenURL ILL form (which can also be used in EBSCO databases and discovery). It's also important to keep your holdings updated so that services (both OCLC-based and external such as Google, Wikipedia etc.) that draw on this information have accurate data. We touched on OCLC's streamlined holdings update service and updating holdings with data sync or the WorldCat knowledge base in WorldShare Collection Manager in addition to maintaining holdings through Connexion and Record Manager. 

  • The OPAL Strategic Planning Team would like your input. Imagine it's 18 months from now and OPAL is continuing to provide extraordinary support that benefits your library. What is OPAL doing well? What opportunities do you see for OPAL in the future?

  • Next meeting: October 11, 2023 at 10:30am - Virtual.

The full meeting minutes can be found under the Meeting Documents tab.

Statement of Purpose

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.


Other Materials

Training Odyssey
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
Pickup-Anywhere Cheat Sheet
Institutional Codes
Replacement Policies by Institution
PCIRC Contact List (and many other PCIRC details)
Word Template for Removable Labels for OhioLINK PCIRC

Shipping Labels - OhioLINK & SearchOhio
Shipping Labels - Non-SearchOhio public libraries

Using Magic Barcode (for requesting specific items through OhioLINK catalog on behalf of a patron)
Enter daily bag statistics into the manifest system
Report problems with courier delivery service
Courier FAQ
Please email with any questions or concerns.
Tips for cleaning black toner transfer from the delivery label windows on canvas bags: 
Libraries recommend turpentine transferred to a folded paper towel (wear gloves).

Circulation COI Coordinator

Coordinator: Laura D'Amato
Baldwin Wallace

Scribe: Adam Green (John Carroll)


Core Documents