1. An Overview of
WorldCat Navigator
EVERY
CONNECTION
has a
starting point.
Sam Sayre
OCLC
In This Presentation
• Why WorldCat Navigator?
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• What is it?
• Why is it a good thing?
• What does Navigator do, how does it work?
• How will Navigator affect me?
• What’s next, how will we implement Navigator?
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2. What is WorldCat Navigator
• In a nutshell - Navigator makes the libraries in your
g y
group LOOK like one big library with branches
• Users search one catalog for the whole group
• Users request material anywhere within the group
• Circulation staff fetch material
• Material is sent to the right library
• We call this consortial borrowing
Why is WorldCat Navigator a Good Thing?
• Story Time
y
• I’ve just heard about this novelist, Angela Thirkell
• I want to start a florist business
• I want to do research on my family
• I live in Texarkana
• What do I do?
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3. I Go To the Library Web Site
I Search the Catalog
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4. I Search the Catalog
• If I was in charge of the Texarkana Public Library I
wouldn’t have Thirkell on the shelf either.
• Angela Thirkell is an English author who wrote some 40
novels in the mid 20th century.
• Thirkell is (to put it politely) not commonly read.
• Texarkana needs to use it’s valuable shelf space for
it s
material that will be more used by the community.
• But they want to serve all their users.
• So what next?
What Next
• First, I have to know about interlibrary loan
• Then I request an interlibrary loan
• Texarkana staff have to search and locate copies of
Thirkell
• Then they order the books from another library
• And the books are shipped to Texarkana
• At the Texarkana Library the process takes from one to
three weeks and I must pay the return postage on the item
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5. Now What Next -- with Navigator
I Search the Texas Group Catalog
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6. I Choose the title I Want
I Request the Title
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7. I Choose My Library
I Authenticate and Order
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8. Why Is This Better
• The whole community has direct access to lots more
material
• Not just the folks that know about interlibrary loan
• Users search the group catalog and choose the material,
not staff
• Users like to do it for themselves
• Users are free
• This process is significantly cheaper and faster than ILL
Another Example – Florist Business
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9. The Big Guys Don’t Own Everything
The Big Guys Don’t Own Everything
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10. The Big Guys Don’t Own Everything
• Large libraries worry that the little guys will take all their
stuff
• We have found that doesn’t happen
• Large libraries are large lenders, but they are also large
borrowers
• There is surprisingly little overlap in collections
• Smaller libraries have lots of material not owned by the big guys
The Big Guys Don’t Own Everything
• Smaller libraries worry that their popular stuff will be
snapped up by other libraries.
• That hasn’t been the case.
• Navigator will only borrow available items
• For items held in many libraries Navigator can share the
load
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11. A Third Example -– Family History
Sometimes It’s Not in Texas
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12. If It Isn’t In Texas
• Navigator can connect to your interlibrary loan system
• Staff get a request they can read
• Staff get a verified request
• ILL takes less staff time
• The ILL process with Navigator is faster for the user and
cheaper for the library
The Navigator Workflow
Users search Navigator Borrowing
o ow g
Library
WorldCat
User Navigator
i
Lending
Library
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13. The Navigator Workflow
Once an item is requested, Navigator
chooses which libraries to query based Borrowing
o ow g
on availability and group defined Library
protocols
WorldCat
User Navigator
i
Lending
Library
The Navigator Workflow
Navigator attempts to place a hold in
the circulation system of the first Borrowing
o ow g
library Library
WorldCat
User Navigator
i
Lending
Library
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14. The Navigator Workflow
If successful the request is placed in a
Navigator queue for the lending library Borrowing
o ow g
to confirm availability and shipment Library
WorldCat
User Navigator
i
Lending
Library
The Navigator Workflow
Lending library staff print pick slips
from Navigator or their circulation Borrowing
o ow g
system and search the stacks Library
WorldCat
User Navigator
i
Lending
Library
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15. The Navigator Workflow
For requests found, staff ship the
item and confirm in Navigator Borrowing
o ow g
which checks the item out to the Library
borrowing library
WorldCat
User Navigator
i
Lending
Library
The Navigator Workflow
When the item is received at the
borrowing library, staff confirm
library Borrowing
o ow g
receipt Library
WorldCat
User Navigator
i
Lending
Library
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16. The Navigator Workflow
Navigator requests a temporary
bibliographic record and item record Borrowing
o ow g
be created by the borrowing library’s Library
circulation system
WorldCat
User Navigator
i
Lending
Library
The Navigator Workflow
Navigator or the borrowing library
system notifies the user that the Borrowing
o ow g
item is available Library
WorldCat
User Navigator
i
Lending
Library
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17. The Navigator Workflow
Staff check out the item to the user
Borrowing
o ow g
Library
WorldCat
User Navigator
i
Lending
Library
The Navigator Workflow
The user returns the item
Borrowing
o ow g
Library
WorldCat
User Navigator
i
Lending
Library
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18. The Navigator Workflow
Staff return the item and confirm in
Navigator which checks the item in Borrowing
o ow g
Library
WorldCat
User Navigator
i
Lending
Library
The Navigator Workflow
Staff confirm the return of the item in
Navigator which checks the item in and Borrowing
o ow g
completes the request Library
WorldCat
User Navigator
i
Lending
Library
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19. How Does Navigator Handle Exceptions
• If a lending library cannot supply an item Navigator will try
g y pp y g y
other libraries based availability and protocol
• If an item cannot be supplied by any member, Navigator
can automatically pass the request to your ILL system
• Unfilled requests can also be sent back to the user or to
the borrowing library staff
• Requests are available to both the borrowing and the
lending library so that other exceptions such as a renewal
request or a lost item can be handled
Demonstration
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20. How Will Navigator Affect Me
• Circulation
• Interlibrary Loan
• Cataloging
• Reference
• Collection Development and Acquisitions
If You Work in Circulation
• You will likely see a gradual rise in
circulation when you implement
Navigator.
• You will be sending more material
to other libraries and receiving
more for your users
• You will probably need more room
on your hold shelf
• You may need to shift staff
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21. If You Work in Interlibrary Loan
• You will likely see a gradual rise in
interlibrary loan demand
• Even though Navigator moves in-
group requests to circulation it makes
out-of-group material more visible
• What users see, they want
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• Since Navigator ILL is more efficient
that regular ILL, do more with less
If You Work in Cataloging
• You will have to help the library get ready by making sure
that all your material is in WorldCat
• An item that is not in WorldCat is invisible
• After you start using Navigator you will need to add new
items to WorldCat and delete material that is no longer in
the collection
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22. If You Work in Reference or Public Services
• You will need to decide how you will let your users know
about Navigator
• We can help with marketing material
• And you may need to help people use Navigator
If You Work in Collection Development or
Acquisitions
• Navigator might be the basis for more cooperation in the
group
• You might decide to search Navigator to make sure you are
not withdrawing the last copy
• Before you buy something, you
might want to check Navigator
to see if another group member
already has it
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23. What Next
• Implementation
• You may not be involved but we
want you to know what’s happening
• We will work with you to help make
sure that the implementation will go
smoothly
• 90 to 120 days
• Preparation and Planning
• Configuration, Training, Testing
• Go Live
Preparation and Planning
• WorldCat Navigator Planning Guide
• Th URL i li t d on th h d t
The is listed the handout
• Batchload webinar
• Q & A Session
• Assemble the teams
• Kick off meeting
• Holdings, workflow , and
questionnaire webinars
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24. Configuration
• In the configuration phase you will decide how you want
Navigator to work
• At the group and individual library level
• Complete the forms
• Batchload as needed
• Configure authentication
• Configure links to ILL
Testing
• Navigator catalog
• Patron interface
• Routing protocols
• Circulation interactions
• Ill interactions
• Authentication
• End-to-end testing
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25. Training
• Closing the gap
• CatExpress
• Fundamentals of electronic resource
sharing
• WorldCat Resource Sharing
• WorldCat Navigator Train-the-Trainer
Train the Trainer
• Navigator staff interface functionality
• Tools and methods to train staff
• Trainers train library staff
Go Live
• Market WorldCat
Navigator to your users
• More material
• Easy to find
• Quick to get
• Be prepared
to help users
• Turn it on
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26. Thank You!
Questions?
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