_____ 1. Identify your local Materials to Circulate
Definition: Non-book materials include, but are not limited to video tapes, audio tapes, music or data CDs,
slides, phonotapes, LP albums, microforms.
Each site needs to decide which non-book materials will be requestable through PCIRC. This can be done
either title by title or by material format.
For example, sites may have some video tapes they want to circulate, while other video tapes will not
circulate. In this situation, the site may need to create a new local ITYPE for circulating video tapes. By
using local ITYPES, local sites have a lot of flexibility when deciding what to make available.
_____ 2. Add newly created local ITYPES, if any, to your local ITYPE table.
· See Local ITYPES
_____ 3.* Add new OhioLINK circulating ITYPES to your local ITYPE table.
· Note: ALL Sites, even those not lending, MUST complete this step AND step 7.
Two new OhioLINK ITYPES have been created for circulation of non-book materials. The first is ITYPE 208,
which should be used for Media. ITYPE 208 should point to the new Media Loan Rule. The second is
ITYPE 209, which should be used for microforms. ITYPE 209 should point to the existing OhioLINK
Institutional Loan Rule.
If you have microforms already mapped to ITYPE 200 (book) and have been circulating those through
PCIRC, you are not required to change these to ITYPE 209 since both use the same Institutional Loan Rule.
_____ 4. Map circulating Local ITYPES to OhioLINK circulating ITYPES
· See ITYPE Mapping
Send your local ITYPES of circulating Media to support@ohiolink.edu. Indicate which local ITYPES are to
be mapped to the central site ITYPES 208 or 209.
_____ 5. Create local Item records for circulating non-book materials.
Each item that circulates via PCIRC, MUST have an item record, and a bar code for off-campus check-out.
Local non-book materials without item records will need to have local item records created.
Please Note: Be sure the Status Code in the item record has a status of “-” (the status III has defined as
available). Like books, only items with an available status can be requested through PCIRC.
TIP: ICODE2 and BCODE3 also must have a status of “-” (the status III has defined as display at central.)
Items or Bibs with a status of “z” in either one of these fields DO NOT display in the Central Catalog.
_____ 6. Enter the OhioLINK Notice Texts in your local Notice Text file.
· See Notice Text
Notice texts need to be entered in local system before adding the new Media (Institutional) Loan Rule
since notice text numbers differ at every institution, and these text numbers are used as part of the loan rule.
_____ 7.* Add Media Loan Rule to Local Circulation Tables
· See Loan Rule - Media
· Note: ALL Sites, even those not lending, MUST complete this step AND step 3.
A new Media Loan Rule has been established by ICS. This is the rule that governs the check-out of media
to off-campus borrowers. This needs to be added to local circulation tables. Please Note: Circulating media
will be mapped to this new (7 days) loan rule; circulating microforms will be mapped to the existing
Institutional Loan Rule (21 days).
_____8. Add or update PTYPE 210 to local PTYPE table.
Like initial PCIRC implementation, local sites will first come up in a test mode. During this time, only test
patrons with PTYPE 210 will be permitted to request materials. If PTYPE 210 is not already included in
your local PTYPE table, it will need to be added.
Also, be sure to add or update test patrons in your local patron database.
_____9. Update local Rule Determiner Table
· See Loan Rule Determiner Table for Testing
The entries that you make in this table will depend on your local ITYPES, PTYPES, and Loan Rule numbers.
Instead of trying to create loan rules for every OhioLINK institutional branch (location), you should try wild
card locations, and place the OhioLINK rules at the beginning of your Rule Determiner Table.
Rules of Thumb to remember:
· Your local media ITYPES combined with central site PTYPES = Media (Institutional) Loan Rule.
(NOTE: when testing the only central site PTYPE listed with your local itypes should be 210.)
· Your local PTYPES combined with central site ITYPE 208 = Media (Patron) Loan Rule. (NOTE: when testing
the only local PTYPE associated with ITYPE 208 should be 210.)
· Your local microform ITYPES combined with central site PTYPES = current book (Institutional) Loan Rule.
(NOTE: when testing the only central site PTYPE listed with your local itypes should be 210.)
· Your local PTYPES combined with central site ITYPE 209 = current book (Patron) Loan Rule.
(NOTE: when testing the only local PTYPE associated with ITYPE 209 should be 210.)
· See Determining Loan Rules for more descriptive information about loan rule selection.
