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WorldCat NavigatorWorldCat Navigator
Patron Workflows
OCLC—Dublin, OH
April 10, 2023
Presenter: Jimmy Kuckelheim
AgendaAgenda
Terminology
Policy changes
Patron workflow for submitting requests
Patron workflow for viewing requests
Staff workflows for lending
Staff workflows for borrowing
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.
Submitting A Request – Finding An ItemSubmitting A Request – Finding An Item
Submitting A Request – Viewing an ItemSubmitting A Request – Viewing an Item
Submitting A Request – Requesting An ItemSubmitting A Request – Requesting An Item
Submitting A Request – Where Are You From?Submitting A Request – Where Are You From?
Submitting A Request – Authentication/Logging InSubmitting A Request – Authentication/Logging In
Submitting A Request – The Request FormSubmitting A Request – The Request Form
Submitting A Request – The Request FormSubmitting A Request – The Request Form
Submitting A Request – Request SubmittedSubmitting A Request – Request Submitted
Viewing RequestsViewing Requests
Viewing RequestsViewing Requests
Viewing RequestsViewing Requests
Viewing RequestsViewing Requests
NRENRE
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 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
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?Questions?