workflows webinar7 2010
TRANSCRIPT
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WorldCat NavigatorWorldCat Navigator
Patron Workflows
OCLC—Dublin, OH
April 13, 2023
Presenter: Jimmy Kuckelheim
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AgendaAgenda
Terminology
Policy changes
Patron workflow for submitting requests
Patron workflow for viewing requests
Staff workflows for lending
Staff workflows for borrowing
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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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Submitting A Request – Finding An ItemSubmitting A Request – Finding An Item
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Submitting A Request – Viewing an ItemSubmitting A Request – Viewing an Item
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Submitting A Request – Requesting An ItemSubmitting A Request – Requesting An Item
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Submitting A Request – Where Are You From?Submitting A Request – Where Are You From?
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Submitting A Request – Authentication/Logging InSubmitting A Request – Authentication/Logging In
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Submitting A Request – The Request FormSubmitting A Request – The Request Form
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Submitting A Request – The Request FormSubmitting A Request – The Request Form
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Submitting A Request – Request SubmittedSubmitting A Request – Request Submitted
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Viewing RequestsViewing Requests
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Viewing RequestsViewing Requests
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Viewing RequestsViewing Requests
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Viewing RequestsViewing Requests
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NRENRE
NRE 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
Terminology
Policy changes
Patron workflow for submitting a request
Patron workflow for viewing requests
Staff workflows for lending
Staff workflows for borrowing
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If you have additional questions or concerns please contact your Implementation Manager. Thank You!
Questions?Questions?