Texas navigator workflows webinar

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Texas navigator workflows webinar

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

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