short compare chart

(UO)

Navigator: Comparison Chart
last updated: October 16, 2008

INNReach Navigator Notes

1. Borrowing Patron sees a title she wants in Summit catalog. (example) Borrowing Patron sees a title she wants in WorldCat Group catalog. (example) This is the discovery phase.

2. Borrowing Patron clicks on "Request This Item" in Summit. Patron clicks on "Request " in WC Group.

3. Borrowing: INNReach asks patron for name and unique identifier (barcode, univ ID, etc. -- varies by institution). Borrowing: NRE asks patron for name and unique identifier (barcode, univ ID, etc. -- varies by institution. (example) Detail

4. Borrowing: INNReach asks patron to indicate pickup location. Borrowing: NRE asks patron to indicate pickup location. Detail

5. Borrowing: INNReach software checks the patron's library's catalog to see if the item is available locally, and whether the patron's library has used Same Site Requesting for Summit loans. If it's available locally and the patron's library does use SSR, the request is sent to the patron's library queue. If the patron's library does not use SSR the patron is informed that the item is available locally. Borrowing: If the item is available at the patron's library NRE either processes the request for the patron by requesting the item from the patron's library, or places the request in a borrowing work queue for staff to mediate. The choice of which action is taken is determined library by library. Detail

6. Borrowing: INNReach software determines which items are available for Summit requesting and uses the load leveling table to determine which institution should receive the request. Borrowing: NRE creates a rota by checking each library's availability status and using a pre-determined list for the priority. Detail

7. Borrowing: INNReach software places a hold on the item in the lending library's OPAC Borrowing: NRE places a hold on the item for a patron record called "Summit, for (Name of borrowing institution)". That hold enqueues a paging slip in Millennium Circulation. Detail

8. Lending Staff print INNReach paging slips. Lending Staff print Item paging slips from Millennium. These paging slips include those items being paged for Summit borrowing, Reserve processing, or local document delivery -- they're all together in one queue in Millennium. Libraries which have used paging lists will have to change to paging slips so that each Summit book can have a paging slip tucked inside it for Summit processing at the borrowing site. Detail

9. Lending Staff page items from the stacks, place the INNReach paging slip inside the book, and take it to Summit processing location. If the item isn't on the shelves lending staff pass the request to the next library. Lending Staff page items from the stacks and depending on local work flow, separate out the local pages from those going to Summit processing. If the item isn't on the shelf, lending staff indicate in NRE "non-supply" and NRE sends the request to the next library in the rota.

10. Lending Staff check out the item to off campus site in INNReach in Millennium. Lending staff mark the item as "Shipped" in NRE. Staff choose between two radio buttons. See this. To do this, staff key in the NRE lender number (printed on the paging slip) which brings up the NRE record. Staff scan in the item's barcode.
Until this next step is automated by NRE/CircGateway, Lending Staff also check out the item in local Millennium Circ to the patron named "Summit, for Name of borrowing institution"). This removes the hold on the institution patron record and also displays a due date in the local OPAC.
Detail

11. Lending Staff bookband or label and package the item for courier shipment. If it's a short loan, they place a 3 day loan sticker on the bookband. Lending Staff bookband or label and package the item for courier shipment. If it's a short loan they also place a 3 day loan sticker on the band/label. We may also sticker each item, for a while with a "No renewals" sticker to inform patrons that there won't be any renewals allowed.

12. Lending Staff send the item through the courier to the borrowing library. Lending Staff send the item through the courier to the borrowing library.

13. Borrowing library receives bags from courier. Borrowing library receives bags from courier. Depending on their Request Managing Location configuration they may choose to forward some of the unprocessed items to other branches for processing. Depends on institution procedures. Detail.

14. Borrowing Staff check in the item and place the item on the hold shelf. This changes the status in the patron's record to "Summit Received" and a hold pickup notice to be enqueued for the next printing. Borrowing Staff receives the item in NRE by keying in the NRE borrower number (or maybe the barcode from the item), and then writes the date off the hold shelf on a hold slip or bookband (whatever their local procedures are): either 7 days (long loan or 2 days (short loan). (Probably have a chart next to the NRE terminal.)
After NRE/CircGateway can automatically create bib and item records in the borrowers local catalog, staff will take the steps above and then bring up the patron record in Millennium Circ place a hold on the just-received item for that patron and then check it in. This queues a recall notice for the patron.
Detail.

15. Borrowing Staff Checkout to patron:
Staff check out item to patron and write the Millennium-determined due date on the bookband. Millennium circ loan rules know which due date (long or short) to assign, which notices to send out (overdues), and which fines and replacement costs to assess.
Borrowing staff release the item to the patron:
Checkout NRE: When the patrons appears at the checkout desk for his item staff verify that the patron is a valid borrower, write the date on the bookband or label (21 days or 3 days), desensitize the item (if it's not magnetic material) and hand the book to the patron. Since there are no bib or item records in the borrower's catalog during this interim, the item cannot be checked out in MillCirc. NRE will be used to (loosely) track the transaction.
Some sites may choose the hand-enter bib and item records during this interim: it is their responsibility to create loan rules and entries in determiner tables, notices, etc. They cannot use existing Summit loan rules since the Shut-Down group will be sending instructions to libraries about making changes.

16. Borrowing: Patron returns item: staff check in item from patron in Millennium Circulation. This changes the status in the patron's record from the due date to "Summit Returned." Borrowing staff mark the item "returned" in NRE. (If they're also using millennium circ they have to check the items in in Circ Millennium.)

17. Borrowing Patron overdue fines or lost book charges:
these are governed by the patron loan rule in each library's Millennium Circulation system: Millennium sends overdue notices, notices which inform staff when item so far overdue that it needs to be billed, etc.
Borrowing: Patron overdue fines or lost book charges: NRE can print a report about items that are overdue by X days. We're not really clear on exactly how we can track overdue fines -- certainly it would have to be done manually. This will be a pretty short time until the automatic bib/item records get created.
After we have bib/items created we'll use the MillCirc loan rules and notices and billing procedures to track these transactions.

18. Returning the item to the owning library: Borrowing library staff package the item and return it via courier to the owning library. Borrowing library staff package the item and return it via courier to the owning library.

19. Receiving the item back at the lending library: Staff check in the item in Millennium Circulation, remove book bands, and reshelve the item. Receiving the item back at the lending library: staff receive the item in NRE, remove the bookbhands, and then check in the item in MilCirc and reshelve it. Later, when CircGateway automates checkin, item will need to be checked in only in NRE. Detail

20. PUA: Patron belonging to Institution A requests a book which belongs to Institution B to be delivered to Institution C. InnReach does it without staff intervention of any sort at Institution A. Staff at B print the paging slip, fetch the item, send it to Institution C. C staff check in the item, place it on the hold shelf, and check it out to the patron when he comes in. When it's returned, staff at any consortium library check in the item and return it to its owner. We think that at least on Day One there will be no PUA service available. Detail.

21. Visiting Patrons: Staff can use a virtual patron record to perform onsite borrowing when students and faculty visit other sites. Visiting Patrons: In order to accommodate visiting patrons each site will key a patron record into its own patron database. There is no provision for "virtual" patron records to be used by other instiuttions for on site borrowing. See "detail" for possible ways of manually validating patrons' eligibility to borrow via Summit. Detail.

22. Renewals: Upon receiving a requst for a renewal INNReach software checks the lending library's catalog for holds. Finding none the item is renewed. Finding a hold, the request is denied. This is done without any staff intervention on either side. Renewals: NRE/CircGateway cannot do this. We will not offer renewals until NRE/Gateway can. Detail

23. Canceling requests: Patrons may cancel a request up to the time that the item is cheked out to the other institutions at the owning library. Patrons may cancel up to the time that the item is put into "shipped" status in NRE.

24. Too Long Reports:

Paged too Long:
Institutional Overdues:
Requested Too Long:
In Transit Too Long:
Received Too Long:
Clear the Hold Shelf:
Returned too Long:
Too Long Reports: Need to figure out how we'll get this info from NRE/CircGateway:

Paged too Long:
Institutional Overdues: Will come from the lending Library's Institutional Loan Rules, first notice.
Requested Too Long: --for those items which left the lending library but never got to the borrowing library, the borrowing library staff check the Pending > X week old file. ??
In Transit Too Long:
Received Too Long:
Clear the Hold Shelf:
Returned too Long:

25. CRL: those Alliance libraaries who are members of CRL have special PTypes who are allowed to request CRL items. CRL: on GoLive Day, those CRL members will request all the CRL items via their local ILL system.

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Maintained by chappell@uoregon.edu

	INNReach	Navigator	Notes
1.	Borrowing Patron sees a title she wants in Summit catalog. (example)	Borrowing Patron sees a title she wants in WorldCat Group catalog. (example)	This is the discovery phase.
2.	Borrowing Patron clicks on "Request This Item" in Summit.	Patron clicks on "Request " in WC Group.
3.	Borrowing: INNReach asks patron for name and unique identifier (barcode, univ ID, etc. -- varies by institution).	Borrowing: NRE asks patron for name and unique identifier (barcode, univ ID, etc. -- varies by institution. (example)	Detail
4.	Borrowing: INNReach asks patron to indicate pickup location.	Borrowing: NRE asks patron to indicate pickup location.	Detail
5.	Borrowing: INNReach software checks the patron's library's catalog to see if the item is available locally, and whether the patron's library has used Same Site Requesting for Summit loans. If it's available locally and the patron's library does use SSR, the request is sent to the patron's library queue. If the patron's library does not use SSR the patron is informed that the item is available locally.	Borrowing: If the item is available at the patron's library NRE either processes the request for the patron by requesting the item from the patron's library, or places the request in a borrowing work queue for staff to mediate. The choice of which action is taken is determined library by library.	Detail
6.	Borrowing: INNReach software determines which items are available for Summit requesting and uses the load leveling table to determine which institution should receive the request.	Borrowing: NRE creates a rota by checking each library's availability status and using a pre-determined list for the priority.	Detail
7.	Borrowing: INNReach software places a hold on the item in the lending library's OPAC	Borrowing: NRE places a hold on the item for a patron record called "Summit, for (Name of borrowing institution)". That hold enqueues a paging slip in Millennium Circulation.	Detail
8.	Lending Staff print INNReach paging slips.	Lending Staff print Item paging slips from Millennium. These paging slips include those items being paged for Summit borrowing, Reserve processing, or local document delivery -- they're all together in one queue in Millennium. Libraries which have used paging lists will have to change to paging slips so that each Summit book can have a paging slip tucked inside it for Summit processing at the borrowing site.	Detail
9.	Lending Staff page items from the stacks, place the INNReach paging slip inside the book, and take it to Summit processing location. If the item isn't on the shelves lending staff pass the request to the next library.	Lending Staff page items from the stacks and depending on local work flow, separate out the local pages from those going to Summit processing. If the item isn't on the shelf, lending staff indicate in NRE "non-supply" and NRE sends the request to the next library in the rota.
10.	Lending Staff check out the item to off campus site in INNReach in Millennium.	Lending staff mark the item as "Shipped" in NRE. Staff choose between two radio buttons. See this. To do this, staff key in the NRE lender number (printed on the paging slip) which brings up the NRE record. Staff scan in the item's barcode. Until this next step is automated by NRE/CircGateway, Lending Staff also check out the item in local Millennium Circ to the patron named "Summit, for Name of borrowing institution"). This removes the hold on the institution patron record and also displays a due date in the local OPAC.	Detail
11.	Lending Staff bookband or label and package the item for courier shipment. If it's a short loan, they place a 3 day loan sticker on the bookband.	Lending Staff bookband or label and package the item for courier shipment. If it's a short loan they also place a 3 day loan sticker on the band/label. We may also sticker each item, for a while with a "No renewals" sticker to inform patrons that there won't be any renewals allowed.
12.	Lending Staff send the item through the courier to the borrowing library.	Lending Staff send the item through the courier to the borrowing library.
13.	Borrowing library receives bags from courier.	Borrowing library receives bags from courier. Depending on their Request Managing Location configuration they may choose to forward some of the unprocessed items to other branches for processing. Depends on institution procedures.	Detail.
14.	Borrowing Staff check in the item and place the item on the hold shelf. This changes the status in the patron's record to "Summit Received" and a hold pickup notice to be enqueued for the next printing.	Borrowing Staff receives the item in NRE by keying in the NRE borrower number (or maybe the barcode from the item), and then writes the date off the hold shelf on a hold slip or bookband (whatever their local procedures are): either 7 days (long loan or 2 days (short loan). (Probably have a chart next to the NRE terminal.) After NRE/CircGateway can automatically create bib and item records in the borrowers local catalog, staff will take the steps above and then bring up the patron record in Millennium Circ place a hold on the just-received item for that patron and then check it in. This queues a recall notice for the patron.	Detail.
15.	Borrowing Staff Checkout to patron: Staff check out item to patron and write the Millennium-determined due date on the bookband. Millennium circ loan rules know which due date (long or short) to assign, which notices to send out (overdues), and which fines and replacement costs to assess.	Borrowing staff release the item to the patron: Checkout NRE: When the patrons appears at the checkout desk for his item staff verify that the patron is a valid borrower, write the date on the bookband or label (21 days or 3 days), desensitize the item (if it's not magnetic material) and hand the book to the patron. Since there are no bib or item records in the borrower's catalog during this interim, the item cannot be checked out in MillCirc. NRE will be used to (loosely) track the transaction. Some sites may choose the hand-enter bib and item records during this interim: it is their responsibility to create loan rules and entries in determiner tables, notices, etc. They cannot use existing Summit loan rules since the Shut-Down group will be sending instructions to libraries about making changes.
16.	Borrowing: Patron returns item: staff check in item from patron in Millennium Circulation. This changes the status in the patron's record from the due date to "Summit Returned."	Borrowing staff mark the item "returned" in NRE. (If they're also using millennium circ they have to check the items in in Circ Millennium.)
17.	Borrowing Patron overdue fines or lost book charges: these are governed by the patron loan rule in each library's Millennium Circulation system: Millennium sends overdue notices, notices which inform staff when item so far overdue that it needs to be billed, etc.	Borrowing: Patron overdue fines or lost book charges: NRE can print a report about items that are overdue by X days. We're not really clear on exactly how we can track overdue fines -- certainly it would have to be done manually. This will be a pretty short time until the automatic bib/item records get created. After we have bib/items created we'll use the MillCirc loan rules and notices and billing procedures to track these transactions.
18.	Returning the item to the owning library: Borrowing library staff package the item and return it via courier to the owning library.	Borrowing library staff package the item and return it via courier to the owning library.
19.	Receiving the item back at the lending library: Staff check in the item in Millennium Circulation, remove book bands, and reshelve the item.	Receiving the item back at the lending library: staff receive the item in NRE, remove the bookbhands, and then check in the item in MilCirc and reshelve it. Later, when CircGateway automates checkin, item will need to be checked in only in NRE.	Detail
20.	PUA: Patron belonging to Institution A requests a book which belongs to Institution B to be delivered to Institution C. InnReach does it without staff intervention of any sort at Institution A. Staff at B print the paging slip, fetch the item, send it to Institution C. C staff check in the item, place it on the hold shelf, and check it out to the patron when he comes in. When it's returned, staff at any consortium library check in the item and return it to its owner.	We think that at least on Day One there will be no PUA service available.	Detail.
21.	Visiting Patrons: Staff can use a virtual patron record to perform onsite borrowing when students and faculty visit other sites.	Visiting Patrons: In order to accommodate visiting patrons each site will key a patron record into its own patron database. There is no provision for "virtual" patron records to be used by other instiuttions for on site borrowing. See "detail" for possible ways of manually validating patrons' eligibility to borrow via Summit.	Detail.
22.	Renewals: Upon receiving a requst for a renewal INNReach software checks the lending library's catalog for holds. Finding none the item is renewed. Finding a hold, the request is denied. This is done without any staff intervention on either side.	Renewals: NRE/CircGateway cannot do this. We will not offer renewals until NRE/Gateway can.	Detail
23.	Canceling requests: Patrons may cancel a request up to the time that the item is cheked out to the other institutions at the owning library.	Patrons may cancel up to the time that the item is put into "shipped" status in NRE.
24.	Too Long Reports: Paged too Long: Institutional Overdues: Requested Too Long: In Transit Too Long: Received Too Long: Clear the Hold Shelf: Returned too Long:	Too Long Reports: Need to figure out how we'll get this info from NRE/CircGateway: Paged too Long: Institutional Overdues: Will come from the lending Library's Institutional Loan Rules, first notice. Requested Too Long: --for those items which left the lending library but never got to the borrowing library, the borrowing library staff check the Pending > X week old file. ?? In Transit Too Long: Received Too Long: Clear the Hold Shelf: Returned too Long:
25.	CRL: those Alliance libraaries who are members of CRL have special PTypes who are allowed to request CRL items.	CRL: on GoLive Day, those CRL members will request all the CRL items via their local ILL system.
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