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

2. Agenda Well cover the following items today: Terminology Policy changes Workflow for an item held by your group Workflows for an item held only at other WorldCat libraries Patron workflow for managing requests Staff Request ManagementLending and borrowing workflows

3. Terminology Consortium - "A library consortium is any local, regional, or national cooperative association of libraries that provides for the systematic and effective coordination of the resources of schools, public, academic, and special libraries and information centers, for improving services to the clientele of such libraries. (US Federal Communications Commission) Well be using the word consortium interchangeably with group for the purposes of this presentation. OPAC (Online public access catalog) - is an online database of materials held by a library or group of libraries. Users typically search a library catalog to locate books, periodicals, audio/visual materials or other items under control of a library.

4. 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.

5. 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.

6. Item held by your group/consortium: Navigator request button

13. Item held at other WorldCat libraries: Navigator request button

14. Patron workflow for managing requests

18. Staff Training Navigator 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.

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

20. Lending: Basic Workflow

25. Lending: Returned Item Workflow

28. Lending: Overdue Notice Workflow

30. Lending: Cancellation Workflow

32. Lending: Recall a Loaned Item Workflow

34. Lending: Renewal Request Workflow

37. Additional Procedures

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

42. Borrowing: Request Not Processed Workflow

47. Borrowing: Process Received Requests Workflow

49. Borrowing: Requested Item Returned Workflow

51. Borrowing: Renewal Request Workflow

53. Borrowing: Request No Longer Needed Workflow

55. Borrowing: Lender Recall Workflow

57. Review To recap, we covered the following in todays webinar: Terminology Policy changes Workflow for an item held by your group Workflows for an item held only at other WorldCat libraries Patron workflow for managing requests Staff Request ManagementLending and borrowing workflows

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

59. Watch your inbox for information regarding this webinar, including pertinent links and additional information on WorldCat Navigator. Thank You!