This webinar covered WorldCat Navigator workflows for lending and borrowing libraries. Terminology was defined, including consortium, OPAC, workflow, lender, borrower, and NRE. Policy changes were noted to allow holds and multiple holds in Navigator. Workflows were demonstrated for items held locally or at other libraries, and for patron and staff request management as both lender and borrower. Questions were taken at the end.

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.