Summit Borrowing: Technical information, Coding, and Systems

About Locations

Bib and item records for Holds: templates for creating new bib-and-item records.  Deleting temp. bib-and-item records.

Loan rules for Navigator

Loan periods

Item barcodes.

Patrons and patron records

NRE: Creating new user records for staff and patrons.  Institution prefix. Patron accounts for different services in OCLC. Help logging in (patrons)

Local system:  Institution Patron records for Navigator. Create a patron record (for ex., for visiting patron) Generating patron files for Navigator.  Deleting patron records. Visiting patrons.

PTypes: PTypes: Summit for Navigator. Local PTypes eligible for Summit Borrowing. All Patrons PTypes. PTypes submitted for Navigator requesting

Requesting

Available or Requestable items. Availability is based only on the screen display. Requestability takes into account the Item type (IType) as well as location and status code in the local system.

Rota order, or priority for the system to disperse requests, is available in Jasper reports. For login and password, see your Summit coordinator.  Link to Jasper Reports.  Path: OCLC/Navigator/General reports. Load balancing (for startup period)

System info (NRE)

System maintenance and downtime

Local Systems and Setup at local sites

Coordinating local with Summit and Navigator.

Local systems set up and options for Navigator, Millennium, and catalog

Configuration for each site is available through Jasper reports. For login and password, see your Summit coordinator. For your report: use your institution's three-letter OCLC symbol, upper-case.  Explanation of the Configuration Report. Link to Jasper Reports.  Path: OCLC/Navigator/General reports. Configuration for availability (for WorldCat Local users)

Loan rules for Navigator