Texas navigator workflows webinar

WorldCat NavigatorWorldCat Navigator

Workflows Webinar

OCLC—Dublin, OH

April 9, 2023

Presenter: Jimmy Kuckelheim

AgendaAgenda

We’ll 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 Management—Lending and borrowing workflows

TerminologyTerminology

• 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)

• We’ll 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.

TerminologyTerminology

• 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 ChangesPolicy 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.

Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button

Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button

Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button

Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button

Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button

Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button

Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button

Item held at other WorldCat libraries: Navigator request buttonItem held at other WorldCat libraries: Navigator request button

Patron workflow for managing requestsPatron workflow for managing requests

Patron workflow for managing requestsPatron workflow for managing requests

Patron workflow for managing requestsPatron workflow for managing requests

Patron workflow for managing requestsPatron workflow for managing requests

Staff TrainingStaff 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.

Lending WorkflowsLending Workflows

• Basic workflow

• Returned item

• Overdue notice

• Cancellation

• Recall a loaned item

• Renewal request

• Additional procedures

Lending: Basic WorkflowLending: Basic Workflow

Lending: Basic WorkflowLending: Basic Workflow

Lending: Basic WorkflowLending: Basic Workflow

Lending: Basic WorkflowLending: Basic Workflow

Lending: Basic WorkflowLending: Basic Workflow

Lending: Returned Item WorkflowLending: Returned Item Workflow

Lending: Returned Item WorkflowLending: Returned Item Workflow

Lending: Returned Item WorkflowLending: Returned Item Workflow

Lending: Overdue Notice WorkflowLending: Overdue Notice Workflow

Lending: Overdue Notice WorkflowLending: Overdue Notice Workflow

Lending: Cancellation WorkflowLending: Cancellation Workflow

Lending: Cancellation WorkflowLending: Cancellation Workflow

Lending: Recall a Loaned Item WorkflowLending: Recall a Loaned Item Workflow

Lending: Recall a Loaned Item WorkflowLending: Recall a Loaned Item Workflow

Lending: Renewal Request WorkflowLending: Renewal Request Workflow

Lending: Renewal Request WorkflowLending: Renewal Request Workflow

Lending: Renewal Request WorkflowLending: Renewal Request Workflow

Additional ProceduresAdditional Procedures

Additional ProceduresAdditional Procedures

Additional ProceduresAdditional Procedures

Additional ProceduresAdditional Procedures

Borrowing WorkflowsBorrowing Workflows

• Request not processed

• Process received requests

• Requested item returned

• Renewal request

• Request no longer needed

• Lender recall

Borrowing: Request Not Processed WorkflowBorrowing: Request Not Processed Workflow

Borrowing: Request Not Processed WorkflowBorrowing: Request Not Processed Workflow

Borrowing: Request Not Processed WorkflowBorrowing: Request Not Processed Workflow

Borrowing: Request Not Processed WorkflowBorrowing: Request Not Processed Workflow

Borrowing: Request Not Processed WorkflowBorrowing: Request Not Processed Workflow

Borrowing: Process Received Requests WorkflowBorrowing: Process Received Requests Workflow

Borrowing: Process Received Requests WorkflowBorrowing: Process Received Requests Workflow

Borrowing: Requested Item Returned WorkflowBorrowing: Requested Item Returned Workflow

Borrowing: Requested Item Returned WorkflowBorrowing: Requested Item Returned Workflow

Borrowing: Renewal Request WorkflowBorrowing: Renewal Request Workflow

Borrowing: Renewal Request WorkflowBorrowing: Renewal Request Workflow

Borrowing: Request No Longer Needed WorkflowBorrowing: Request No Longer Needed Workflow

Borrowing: Request No Longer Needed WorkflowBorrowing: Request No Longer Needed Workflow

Borrowing: Lender Recall WorkflowBorrowing: Lender Recall Workflow

Borrowing: Lender Recall WorkflowBorrowing: Lender Recall Workflow

ReviewReview

To recap, we covered the following in today’s 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 Management—Lending and borrowing workflows

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

Questions?Questions?

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

Thank You!Thank You!