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Discovery
The Summit catalog

Requesting:
General information.
Policies .  Statistics
Procedures.
Technical info:
NRE documentation
Away from the library
Courier Program & Dropsites
Summit Borrowing Day
Reports and discussions
Historical information (before Navigator and migration)
Email the summit-circ list (subscribers only)

 

Summit Borrowing: Technical information, Coding, and Systems

System info. Local systems, configuration, and reports.
Locations
About Locations

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

Items and Loan periods
Loan rules for Navigator
Loan periods
Item barcodes. Barcode patterns at member libraries.

Patrons and patron records

NRE: Creating new user records for staff and patrons.  Institution prefix. Patron accounts for different services in OCLC. Authenticating (validating) patrons and EZProxy.
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.
Automated "place holds"

Rota: an automatic system for routing requests; priority for the system to disperse requests.  Current rota 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. Configuration for availability (for WorldCat Local users).  Configuration change request form


Management reports: Link to Jasper Reports.  Use your three-letter institution code, all upper case. Path: OCLC/Navigator/General reports.
Loan rules for Navigator