Texas Navigator Workflows Webinar
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Transcript of Texas Navigator Workflows Webinar
![Page 1: Texas Navigator Workflows Webinar](https://reader036.fdocuments.net/reader036/viewer/2022070302/5481cf3b5906b5dd048b45b8/html5/thumbnails/1.jpg)
WorldCat NavigatorWorldCat Navigator
Workflows Webinar
OCLC—Dublin, OH
April 10, 2023
Presenter: Jimmy Kuckelheim
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AgendaAgenda
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
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TerminologyTerminology
• 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.
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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.
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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.
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Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button
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Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button
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Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button
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Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button
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Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button
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Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button
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Item held by your group/consortium: Navigator request buttonItem held by your group/consortium: Navigator request button
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Item held at other WorldCat libraries: Navigator request buttonItem held at other WorldCat libraries: Navigator request button
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Patron workflow for managing requestsPatron workflow for managing requests
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Patron workflow for managing requestsPatron workflow for managing requests
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Patron workflow for managing requestsPatron workflow for managing requests
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Patron workflow for managing requestsPatron workflow for managing requests
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Staff TrainingStaff 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.
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Lending WorkflowsLending Workflows
• Basic workflow
• Returned item
• Overdue notice
• Cancellation
• Recall a loaned item
• Renewal request
• Additional procedures
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Lending: Basic WorkflowLending: Basic Workflow
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Lending: Basic WorkflowLending: Basic Workflow
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Lending: Basic WorkflowLending: Basic Workflow
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Lending: Basic WorkflowLending: Basic Workflow
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Lending: Basic WorkflowLending: Basic Workflow
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Lending: Returned Item WorkflowLending: Returned Item Workflow
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Lending: Returned Item WorkflowLending: Returned Item Workflow
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Lending: Returned Item WorkflowLending: Returned Item Workflow
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Lending: Overdue Notice WorkflowLending: Overdue Notice Workflow
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Lending: Overdue Notice WorkflowLending: Overdue Notice Workflow
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Lending: Cancellation WorkflowLending: Cancellation Workflow
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Lending: Cancellation WorkflowLending: Cancellation Workflow
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Lending: Recall a Loaned Item WorkflowLending: Recall a Loaned Item Workflow
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Lending: Recall a Loaned Item WorkflowLending: Recall a Loaned Item Workflow
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Lending: Renewal Request WorkflowLending: Renewal Request Workflow
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Lending: Renewal Request WorkflowLending: Renewal Request Workflow
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Lending: Renewal Request WorkflowLending: Renewal Request Workflow
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Additional ProceduresAdditional Procedures
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Additional ProceduresAdditional Procedures
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Additional ProceduresAdditional Procedures
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Additional ProceduresAdditional Procedures
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Borrowing WorkflowsBorrowing Workflows
• Request not processed
• Process received requests
• Requested item returned
• Renewal request
• Request no longer needed
• Lender recall
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Borrowing: Request Not Processed WorkflowBorrowing: Request Not Processed Workflow
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Borrowing: Request Not Processed WorkflowBorrowing: Request Not Processed Workflow
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Borrowing: Request Not Processed WorkflowBorrowing: Request Not Processed Workflow
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Borrowing: Request Not Processed WorkflowBorrowing: Request Not Processed Workflow
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Borrowing: Request Not Processed WorkflowBorrowing: Request Not Processed Workflow
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Borrowing: Process Received Requests WorkflowBorrowing: Process Received Requests Workflow
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Borrowing: Process Received Requests WorkflowBorrowing: Process Received Requests Workflow
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Borrowing: Requested Item Returned WorkflowBorrowing: Requested Item Returned Workflow
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Borrowing: Requested Item Returned WorkflowBorrowing: Requested Item Returned Workflow
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Borrowing: Renewal Request WorkflowBorrowing: Renewal Request Workflow
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Borrowing: Renewal Request WorkflowBorrowing: Renewal Request Workflow
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Borrowing: Request No Longer Needed WorkflowBorrowing: Request No Longer Needed Workflow
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Borrowing: Request No Longer Needed WorkflowBorrowing: Request No Longer Needed Workflow
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Borrowing: Lender Recall WorkflowBorrowing: Lender Recall Workflow
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Borrowing: Lender Recall WorkflowBorrowing: Lender Recall Workflow
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ReviewReview
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
![Page 58: Texas Navigator Workflows Webinar](https://reader036.fdocuments.net/reader036/viewer/2022070302/5481cf3b5906b5dd048b45b8/html5/thumbnails/58.jpg)
If you have additional questions or concerns please contact your Implementation Manager. Thank You!
Questions?Questions?
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Watch your inbox for information regarding this webinar, including pertinent links and additional information on WorldCat Navigator.
Thank You!Thank You!