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

Viewing Requests

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

Additional Procedures

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?