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WorldCat Navigator Patron Workflows OCLC—Dublin, OH July 21, 2010 Presenter: Jimmy Kuckelheim
Agenda <ul><li>Terminology </li></ul><ul><li>Policy changes </li></ul><ul><li>Patron workflow for submitting requests </li...
Terminology <ul><li>Workflow  – consists of a sequence of connected steps. It is a depiction of a sequence of operations; ...
Policy Changes <ul><li>Please note that some policy changes may be needed in your library for the implementation of WorldC...
Submitting A Request – Finding An Item
Submitting A Request – Viewing an Item
Submitting A Request – Requesting An Item
Submitting A Request – Where Are You From?
Submitting A Request – Authentication/Logging In
Submitting A Request – The Request Form
Submitting A Request – The Request Form
Submitting A Request – Request Submitted
Viewing Requests
Viewing Requests
Viewing Requests
Viewing Requests
NRE <ul><li>NRE is the staff request management interface. </li></ul><ul><li>It is used for both the borrowing and the len...
Lending Workflows <ul><li>Basic workflow </li></ul><ul><li>Returned item </li></ul><ul><li>Overdue notice </li></ul><ul><l...
Lending: Basic Workflow
Lending: Basic Workflow
Lending: Basic Workflow
Lending: Basic Workflow
Lending: Basic Workflow
Lending: Returned Item Workflow
Lending: Returned Item Workflow
Lending: Returned Item Workflow
Lending: Overdue Notice Workflow
Lending: Overdue Notice Workflow
Lending: Cancellation Workflow
Lending: Cancellation Workflow
Lending: Recall a Loaned Item Workflow
Lending: Recall a Loaned Item Workflow
Lending: Renewal Request Workflow
Lending: Renewal Request Workflow
Lending: Renewal Request Workflow
Additional Procedures
Additional Procedures
Additional Procedures
Additional Procedures
Borrowing Workflows <ul><li>Request not processed </li></ul><ul><li>Process received requests </li></ul><ul><li>Requested ...
Borrowing: Request Not Processed Workflow
Borrowing: Request Not Processed Workflow
Borrowing: Request Not Processed Workflow
Borrowing: Request Not Processed Workflow
Borrowing: Request Not Processed Workflow
Borrowing: Process Received Requests Workflow
Borrowing: Process Received Requests Workflow
Borrowing: Requested Item Returned Workflow
Borrowing: Requested Item Returned Workflow
Borrowing: Renewal Request Workflow
Borrowing: Renewal Request Workflow
Borrowing: Request No Longer Needed Workflow
Borrowing: Request No Longer Needed Workflow
Borrowing: Lender Recall Workflow
Borrowing: Lender Recall Workflow
Review <ul><li>Terminology </li></ul><ul><li>Policy changes </li></ul><ul><li>Patron workflow for submitting a request </l...
Questions? If you have additional questions or concerns please contact your Implementation Manager. Thank You!
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Workflows webinar7 2010

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Workflows webinar7 2010

  1. 1. WorldCat Navigator Patron Workflows OCLC—Dublin, OH July 21, 2010 Presenter: Jimmy Kuckelheim
  2. 2. Agenda <ul><li>Terminology </li></ul><ul><li>Policy changes </li></ul><ul><li>Patron workflow for submitting requests </li></ul><ul><li>Patron workflow for viewing requests </li></ul><ul><li>Staff workflows for lending </li></ul><ul><li>Staff workflows for borrowing </li></ul>
  3. 3. Terminology <ul><li>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. </li></ul><ul><li>Lender / lending library – the library supplying the item; you are the lending library when you supply something to another library. </li></ul><ul><li>Borrower / borrowing library – the library requesting the item; you are the borrowing library when you request something from another library. </li></ul><ul><li>NRE (Navigator Request Engine) – the “guts” of Navigator, much of the work done in NRE is reflected in Navigator, the interface for request management. </li></ul>
  4. 4. Policy Changes <ul><li>Please note that some policy changes may be needed in your library for the implementation of WorldCat Navigator: </li></ul><ul><li>OCLC must be able to place holds on available items. </li></ul><ul><li>OCLC must be able to place multiple holds on the same title. </li></ul>
  5. 5. Submitting A Request – Finding An Item
  6. 6. Submitting A Request – Viewing an Item
  7. 7. Submitting A Request – Requesting An Item
  8. 8. Submitting A Request – Where Are You From?
  9. 9. Submitting A Request – Authentication/Logging In
  10. 10. Submitting A Request – The Request Form
  11. 11. Submitting A Request – The Request Form
  12. 12. Submitting A Request – Request Submitted
  13. 13. Viewing Requests
  14. 14. Viewing Requests
  15. 15. Viewing Requests
  16. 16. Viewing Requests
  17. 17. NRE <ul><li>NRE is the staff request management interface. </li></ul><ul><li>It is used for both the borrowing and the lending functions. </li></ul><ul><li>You will be given an account in NRE to access your requests. </li></ul><ul><li>Library Staff only have access to the requests made by their patrons or that have been sent to them as a lender. </li></ul>
  18. 18. Lending Workflows <ul><li>Basic workflow </li></ul><ul><li>Returned item </li></ul><ul><li>Overdue notice </li></ul><ul><li>Cancellation </li></ul><ul><li>Recall a loaned item </li></ul><ul><li>Renewal request </li></ul><ul><li>Additional procedures </li></ul>
  19. 19. Lending: Basic Workflow
  20. 20. Lending: Basic Workflow
  21. 21. Lending: Basic Workflow
  22. 22. Lending: Basic Workflow
  23. 23. Lending: Basic Workflow
  24. 24. Lending: Returned Item Workflow
  25. 25. Lending: Returned Item Workflow
  26. 26. Lending: Returned Item Workflow
  27. 27. Lending: Overdue Notice Workflow
  28. 28. Lending: Overdue Notice Workflow
  29. 29. Lending: Cancellation Workflow
  30. 30. Lending: Cancellation Workflow
  31. 31. Lending: Recall a Loaned Item Workflow
  32. 32. Lending: Recall a Loaned Item Workflow
  33. 33. Lending: Renewal Request Workflow
  34. 34. Lending: Renewal Request Workflow
  35. 35. Lending: Renewal Request Workflow
  36. 36. Additional Procedures
  37. 37. Additional Procedures
  38. 38. Additional Procedures
  39. 39. Additional Procedures
  40. 40. Borrowing Workflows <ul><li>Request not processed </li></ul><ul><li>Process received requests </li></ul><ul><li>Requested item returned </li></ul><ul><li>Renewal request </li></ul><ul><li>Request no longer needed </li></ul><ul><li>Lender recall </li></ul>
  41. 41. Borrowing: Request Not Processed Workflow
  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: Process Received Requests Workflow
  47. 47. Borrowing: Process Received Requests Workflow
  48. 48. Borrowing: Requested Item Returned Workflow
  49. 49. Borrowing: Requested Item Returned Workflow
  50. 50. Borrowing: Renewal Request Workflow
  51. 51. Borrowing: Renewal Request Workflow
  52. 52. Borrowing: Request No Longer Needed Workflow
  53. 53. Borrowing: Request No Longer Needed Workflow
  54. 54. Borrowing: Lender Recall Workflow
  55. 55. Borrowing: Lender Recall Workflow
  56. 56. Review <ul><li>Terminology </li></ul><ul><li>Policy changes </li></ul><ul><li>Patron workflow for submitting a request </li></ul><ul><li>Patron workflow for viewing requests </li></ul><ul><li>Staff workflows for lending </li></ul><ul><li>Staff workflows for borrowing </li></ul>
  57. 57. Questions? If you have additional questions or concerns please contact your Implementation Manager. Thank You!

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