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
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.
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.