Texas navigator workflows webinar

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Powerpoint for the Texas Navigator Workflow webinar presentation.

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  • 1. OCLC—Dublin, OH 23 April 2010 WorldCat Navigator Workflows Webinar Presenter: Jimmy Kuckelheim
  • 2. Agenda 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
  • 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) • 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.
  • 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
  • 7. Item held by your group/consortium: Navigator request button
  • 8. Item held by your group/consortium: Navigator request button
  • 9. Item held by your group/consortium: Navigator request button
  • 10. Item held by your group/consortium: Navigator request button
  • 11. Item held by your group/consortium: Navigator request button
  • 12. 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
  • 15. Patron workflow for managing requests
  • 16. Patron workflow for managing requests
  • 17. 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
  • 21. Lending: Basic Workflow
  • 22. Lending: Basic Workflow
  • 23. Lending: Basic Workflow
  • 24. Lending: Basic Workflow
  • 25. Lending: Returned Item Workflow
  • 26. Lending: Returned Item Workflow
  • 27. Lending: Returned Item Workflow
  • 28. Lending: Overdue Notice Workflow
  • 29. Lending: Overdue Notice Workflow
  • 30. Lending: Cancellation Workflow
  • 31. Lending: Cancellation Workflow
  • 32. Lending: Recall a Loaned Item Workflow
  • 33. Lending: Recall a Loaned Item Workflow
  • 34. Lending: Renewal Request Workflow
  • 35. Lending: Renewal Request Workflow
  • 36. Lending: Renewal Request Workflow
  • 37. Additional Procedures
  • 38. Additional Procedures
  • 39. Additional Procedures
  • 40. 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
  • 43. Borrowing: Request Not Processed Workflow
  • 44. Borrowing: Request Not Processed Workflow
  • 45. Borrowing: Request Not Processed Workflow
  • 46. Borrowing: Request Not Processed Workflow
  • 47. Borrowing: Process Received Requests Workflow
  • 48. Borrowing: Process Received Requests Workflow
  • 49. Borrowing: Requested Item Returned Workflow
  • 50. Borrowing: Requested Item Returned Workflow
  • 51. Borrowing: Renewal Request Workflow
  • 52. Borrowing: Renewal Request Workflow
  • 53. Borrowing: Request No Longer Needed Workflow
  • 54. Borrowing: Request No Longer Needed Workflow
  • 55. Borrowing: Lender Recall Workflow
  • 56. Borrowing: Lender Recall Workflow
  • 57. Review 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
  • 58. Questions? If you have additional questions or concerns please contact your Implementation Manager. Thank You!
  • 59. Thank You! Watch your inbox for information regarding this webinar, including pertinent links and additional information on WorldCat Navigator.