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?