NRE terminology

Actions. Actions taken on a request change the Status of the request.  Actions available are determined by the current status of the request and can be found in the drop-down menu next to the Action button in both Borrowing and Lending.  Changes in the status of a request record are a direct result of an action performed by staff.

Adoption. Used for Visiting Borrowers.  Authorized students, faculty and staff from Summit institutions are “adopted” by lending institutions.  Staff at each Alliance library will need to verify that the visiting patron is a current student, faculty, or staff at a Summit library, and then enter a patron record for the visiting patron into their own patron databases. We call this "adopting" each other's Summit-eligible patrons.

Advanced / Standard.  Ways to search for or create individual bibliographic requests for items.  Search options are displayed depending on whether you are the borrower or the lender.  Filter options are available to further define your search. 

Answer Nonsupply. In lending, when this action is taken, the request moves to the next location on the borrowing library’s rota and will be removed from the lending work queue.

Barcode

Circulating Item Barcode, or Circulating item. The item barcode used on the borrower side; copied from the Shipped barcode.  Used by the Circ Gateway to perform circulation functions on the member's local system (ILS).

Institutional Patron Barcode (or formerly "Circulation Barcode") on NRE configuration report. A credential used when passing the request through the circ gateway. This will connect the request to the institution patron record, based on whatever that institution requested for setup. It may be text or a number. One example from each of two institutions: (1) CWU  (2) 98005525

[Item barcode. Displayed in batch update. This is the barcode from the physical item.  When item is received at borrowing site, the barcode on the physical item is scanned, and is (also) used in creating the temporary bib-and-item record.]

Patron barcode. A credential used to identify the patron.  It begins with the institution code followed by a hyphen, and then data supplied by the institution such as a barcode number, university ID, or other data.  Example: ORU-123456789

Shipped Item Barcode. Displayed as "shipped item" in Request detail. Owning site scans barcode on physical item when sending the item.  OCLC: "Used to check out the item in the circulation system of the responder."

Batch Update. Change status of multiple items to Received using Batch Update in top menu bar.  Scan the request number, or manually enter the barcode and click the Submit button, and proceed to the next item.  Also used in Lending to Ship.

Bib Search. Located in the left navigation bar.  Search by Advanced or Standard form to initiate a request for a patron.  When the correct bibliographic item is found, use the Details button to view the location details.  Click the Request button when the correct item is located.

Borrowing. Where a request initiates and is managed, once sent by the Lender.  Borrowing and Requesting are sometimes used interchangeably.

Bulk Action. Located in the top menu bar.  Bulk Action allows you to choose a group of records that require an identical action and to carry out that action automatically.  An action is chosen from a drop-down menu and automatically applied to all selected requests.  NRE will display a report indicating which requests were successfully processed and which failed.

Checked In. The final action in the request life cycle.  This action indicates that the physical item has been returned to the lending library.  The request will automatically complete and be removed from the Work Queue.  Performing this action in NRE will automatically update the local circulation system once NRE is fully functional.

Circulation Gateway. Software linking NRE with the local library circulation system. 

Complete. This action ends the request on either the borrower or lender side.  Some reasons requests are completed include ‘can be supplied locally’ or at the end of its lifecycle.  Used only when no further action can be taken.

Create.  Create Request on behalf of your patron.  Find the bibliographic item from an NRE search of WorldCat and create the request there.  Use the BibSearch feature in the left navigation bar to locate an item.

Create User.  Use Create option from top menu when you are in the Users domain.  User’s barcode must be preceded by the prefix given to you by your system administrator

Details. Button that allows you to view the entire request form in its current state, including bibliographic information, rota, and request history.

Due Date. Assigned when an item is received.  Will be calculated based on loan rules.

End of rota.Completed requests that go through all potential lenders.  NRE will automatically complete requests.  In general, the End of rota count should always be 0. 

Expiry Date. Number of days a request is held and is not acted upon before it automatically expires and is removed from your Lending Work Queue.  In general, this will be 3 working days. 

Group Catalog. OCLC WorldCat view showing Alliance member libraries first. Replaces the INN-Reach "union catalog" called Summit.

Idle. The request is new and has not yet been processed.  A new request sits in this queue for up to 60 seconds while NRE refreshes.  Anything in the Idle queue will require staff intervention.  For example, Idle/Check Manual may indicate the request is a duplication, the rota is empty or the item is held locally.  Check the request history to find the reason for staff review.

Interlibrary Loan. Borrowing and lending of library materials OUTSIDE the Alliance consortia.  May be used when a Summit library cannot supply a requested item.  Requests may “jump the wall” from Summit to a local ILL system for further processing.

Items Held Locally. When an item is held by the borrowing library, NRE will hold the request for staff intervention in the Idle/Manual queue.  If the request can be filled from your collection, you can cancel the request from your local circ system.  If it can not be filled from your collection, you can remove your location from the rota and allow the request to progress to the next location.

“Jump the Wall”. When a request that is initiated in Navigator is moved from NRE into an individual library’s interlibrary loan request system. 

Lending. A library that owns an item will lend it to a library that requests it.   The lifecycle of a request ends when the item is returned to the lending library. Lending and Responding are often used interchangeably.

Loan Rules. Loan entitlement period for items circulated through Summit:  Regular, or long (53 days; 6 weeks to patron), Short loan (13 days; 3 days to patron). More information.

Location. The term “location” is general and used by different OCLC services and software components for different purposes. I-Team has agreed to always try to use one of the specific location names listed below.

Shelving location: The name that appears in the holdings, or item display in the public catalog.
Request Managing Location: A location that manages items: receives Navigator Request Engine (NRE) loan requests and services them (i.e. an Owning Site).
Home Library: A location that manages user (patron) requests.
Pickup location: Each Home Library has its own list of pickup locations that will be shown to its users.

more information.

Local Request Number. Number assigned to a request when it is initiated.  The Lender Request Number and the Borrower Request Number are not the same.

Navigator Request Engine (NRE). NRE is the staff processing software that will enable staff at Alliance institutions to process returnable borrowing requests.  This is the new software behind Summit and Summit Borrowing.

Overdue. Requests on loan to your library that are past their due date.  Based on Summit loan rules.

Paging Slip. Contains bibliographic information useful in retrieving requested items.  Shows staff where to find the requested item (library location and call number) and where to send the item (borrowing site).  The Paging Slip can be generated from the NRE Pick List Report.

Patron Barcode Prefix. A three-letter code corresponding to institution’s OCLC symbol.  For example: Central Oregon Community College / CEO- . A list of all Summit patron barcode prefixes will be provided to all sites.

Patron ID. Assigned by Navigator. The internal NRE number assigned to a user when s/he first authenticates and makes a request. (Also see User ID, and illustration in User ID)

Pending. The request is moving through the rota sequentially; it has been recognized and sent to the lender or placed in a rota; the item supplied; the request has been forwarded to another location.  Requests in Pending for more than 2 weeks should be reviewed to find the hang-up.

Pick List. A Lending report that will print out the item details for requests, enabling staff to retrieve items from the shelf.

Received. The physical item is received by the borrowing library.  Items can be received in Batch Update mode or individually.

Received List. Lists materials at a requester (borrowing) library that have the action “received” applied to them.

Renew. Not currently available as an option with NRE.

Reports. Statistical summaries available from the left navigation bar.

Request. The first step in the borrowing process. 

Returned. The supplying library is informed that you have returned the loaned item. Status will display as Returned until supplying library receives the item and checks it in.  May be done with Bulk Action or individually.  The request will remain active until the item is checked in at the lending library.

Rota.  Automatic routing system for requests.  Refers to the string of potential lending libraries.  May also be referred to as: Request Routing, Routing String, Lending String

Shipped. Indicates to the borrowing library that the requested item has been sent.  Use Batch Update from top menu bar or Ship Items Individually.

Shipping List. Report printed from the Work Queue, showing which items have been updated to Shipped by date.

Status.  Defines the current position of a request in its lifecycle.  Statuses include: Idle, Returned, Pending, Lost, Cancelled, Overdue, Shipped, Not Supplied, and Received.

Terminate Request. This staff action stops the request process when an item is no longer needed by the patron.  It cancels the request with the current responder and does not forward the request to the next location in the rota.   Patron will see the request as Cancelled.

User ID. Assigned by the member institution. The user bacode – what s/he uses to log in to Navigator or NRE.

Username. Administrative users will be given a Username and Password, which will be associated with your library.  The username and password will be needed to view and respond to requests in NRE.

Work Queue. Quick view or dashboard of all active requests.  It is the main tool used to manage requests.  Borrower Work Queue displays borrowing requests from your patrons.  Lending Work Queue displays requests that have been sent to you to be supplied.  Automatically updates.

WorldCat Navigator. Public interface for consortial catalog, used for search, discovery and request.  What we currently think of as the Summit catalog. 

Z39.50. Protocol for searching and retrieving information from remote library computer databases.  Helps locate matching titles in local catalogs. An internationally recognized standard that allows for direct consortial borrowing.