Presentation on theme: "WorldCat Navigator Patron Workflows OCLCDublin, OH 29 March 2014 Presenter: Jimmy Kuckelheim."— Presentation transcript:
WorldCat Navigator Patron Workflows OCLCDublin, OH 29 March 2014 Presenter: Jimmy Kuckelheim
Agenda Terminology Policy changes Patron workflow for submitting requests Patron workflow for viewing requests Staff workflows for lending Staff workflows for borrowing
Terminology Workflow – consists of a sequence of connected steps. It is a depiction of a sequence of operations; a model to represent real work for further assessment, e.g., for describing a reliably repeatable sequence of operations. Lender / lending library – the library supplying the item; you are the lending library when you supply something to another library. Borrower / borrowing library – the library requesting the item; you are the borrowing library when you request something from another library. NRE (Navigator Request Engine) – the guts of Navigator, much of the work done in NRE is reflected in Navigator, the interface for request management.
Policy Changes Please note that some policy changes may be needed in your library for the implementation of WorldCat Navigator: OCLC must be able to place holds on available items. OCLC must be able to place multiple holds on the same title.
Submitting A Request – Finding An Item
Submitting A Request – Viewing an Item
Submitting A Request – Requesting An Item
Submitting A Request – Where Are You From?
Submitting A Request – Authentication/Logging In
Submitting A Request – The Request Form
Submitting A Request – Request Submitted
NRE NRE is the staff request management interface. It is used for both the borrowing and the lending functions. You will be given an account in NRE to access your requests. Library Staff only have access to the requests made by their patrons or that have been sent to them as a lender.
Lending Workflows Basic workflow Returned item Overdue notice Cancellation Recall a loaned item Renewal request Additional procedures
Lending: Basic Workflow
Lending: Returned Item Workflow
Lending: Overdue Notice Workflow
Lending: Cancellation Workflow
Lending: Recall a Loaned Item Workflow
Lending: Renewal Request Workflow
Borrowing Workflows Request not processed Process received requests Requested item returned Renewal request Request no longer needed Lender recall
Borrowing: Request Not Processed Workflow
Borrowing: Process Received Requests Workflow
Borrowing: Requested Item Returned Workflow
Borrowing: Renewal Request Workflow
Borrowing: Request No Longer Needed Workflow
Borrowing: Lender Recall Workflow
Review Terminology Policy changes Patron workflow for submitting a request Patron workflow for viewing requests Staff workflows for lending Staff workflows for borrowing
If you have additional questions or concerns please contact your Implementation Manager. Thank You! Questions?