1. WorldCat Navigator Patron Workflows OCLCDublin, OH 29 March 2014 Presenter: Jimmy Kuckelheim

2. Agenda Terminology Policy changes Patron workflow for submitting requests Patron workflow for viewing requests Staff workflows for lending Staff workflows for borrowing

3. 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.

4. 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.

5. Submitting A Request – Finding An Item

6. Submitting A Request – Viewing an Item

7. Submitting A Request – Requesting An Item

8. Submitting A Request – Where Are You From?

9. Submitting A Request – Authentication/Logging In

10. Submitting A Request – The Request Form

12. Submitting A Request – Request Submitted

13. Viewing Requests

17. 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.

18. Lending Workflows Basic workflow Returned item Overdue notice Cancellation Recall a loaned item Renewal request Additional procedures

19. Lending: Basic Workflow

24. Lending: Returned Item Workflow

27. Lending: Overdue Notice Workflow

29. Lending: Cancellation Workflow

31. Lending: Recall a Loaned Item Workflow

33. Lending: Renewal Request Workflow

36. Additional Procedures

40. Borrowing Workflows Request not processed Process received requests Requested item returned Renewal request Request no longer needed Lender recall

41. Borrowing: Request Not Processed Workflow

46. Borrowing: Process Received Requests Workflow

48. Borrowing: Requested Item Returned Workflow

50. Borrowing: Renewal Request Workflow

52. Borrowing: Request No Longer Needed Workflow

54. Borrowing: Lender Recall Workflow

56. Review Terminology Policy changes Patron workflow for submitting a request Patron workflow for viewing requests Staff workflows for lending Staff workflows for borrowing

57. If you have additional questions or concerns please contact your Implementation Manager. Thank You! Questions?