an overview of world cat navigator slides

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EVERYEVERY

An Overview ofWorldCat NavigatorAn Overview ofWorldCat NavigatorEVERY

CONNECTIONhas a

starting point.

EVERYCONNECTION

has a starting point.

WorldCat NavigatorWorldCat Navigator

Sam SayreOCLC

In This PresentationIn This Presentation

• Why WorldCat Navigator?y g

• 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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What is WorldCat NavigatorWhat is WorldCat Navigator

• In a nutshell - Navigator makes the libraries in your g ygroup 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?Why is WorldCat Navigator a Good Thing?

• Story Timey

• 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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I Go To the Library Web SiteI Go To the Library Web Site

I Search the CatalogI Search the Catalog

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I Search the CatalogI 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 Texarkana needs to use it s valuable shelf space for material that will be more used by the community.

• But they want to serve all their users.

• So what next?

What NextWhat 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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Now What Next -- with NavigatorNow What Next -- with Navigator

I Search the Texas Group CatalogI Search the Texas Group Catalog

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I Choose the title I WantI Choose the title I Want

I Request the TitleI Request the Title

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I Choose My LibraryI Choose My Library

I Authenticate and OrderI Authenticate and Order

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Why Is This BetterWhy 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 BusinessAnother Example – Florist Business

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The Big Guys Don’t Own EverythingThe Big Guys Don’t Own Everything

The Big Guys Don’t Own EverythingThe Big Guys Don’t Own Everything

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The Big Guys Don’t Own EverythingThe 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 EverythingThe 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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A Third Example -– Family HistoryA Third Example -– Family History

Sometimes It’s Not in TexasSometimes It’s Not in Texas

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If It Isn’t In TexasIf 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 WorkflowThe Navigator Workflow

BorrowingUsers search Navigator o ow gLibrary

Users search Navigator

WorldCati

LendingLibrary

User Navigator

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The Navigator WorkflowThe Navigator Workflow

BorrowingOnce an item is requested, Navigator chooses which libraries to query based o ow g

Librarychooses which libraries to query based on availability and group defined protocols

WorldCati

LendingLibrary

User Navigator

The Navigator WorkflowThe Navigator Workflow

BorrowingNavigator attempts to place a hold in the circulation system of the first o ow g

Librarythe circulation system of the first library

WorldCati

LendingLibrary

User Navigator

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The Navigator WorkflowThe Navigator Workflow

BorrowingIf successful the request is placed in a Navigator queue for the lending library o ow g

LibraryNavigator queue for the lending library to confirm availability and shipment

WorldCati

LendingLibrary

User Navigator

The Navigator WorkflowThe Navigator Workflow

BorrowingLending library staff print pick slips from Navigator or their circulation o ow g

Libraryfrom Navigator or their circulation system and search the stacks

WorldCati

LendingLibrary

User Navigator

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The Navigator WorkflowThe Navigator Workflow

BorrowingFor requests found, staff ship the item and confirm in Navigator o ow g

Libraryitem and confirm in Navigator which checks the item out to the borrowing library

WorldCati

LendingLibrary

User Navigator

The Navigator WorkflowThe Navigator Workflow

BorrowingWhen the item is received at the borrowing library staff confirm o ow g

Libraryborrowing library, staff confirm receipt

WorldCati

LendingLibrary

User Navigator

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The Navigator WorkflowThe Navigator Workflow

BorrowingNavigator requests a temporary bibliographic record and item record o ow g

Librarybibliographic record and item record be created by the borrowing library’s circulation system

WorldCati

LendingLibrary

User Navigator

The Navigator WorkflowThe Navigator Workflow

BorrowingNavigator or the borrowing library system notifies the user that the o ow g

Librarysystem notifies the user that the item is available

WorldCati

LendingLibrary

User Navigator

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The Navigator WorkflowThe Navigator Workflow

BorrowingStaff check out the item to the user

o ow gLibrary

WorldCati

LendingLibrary

User Navigator

The Navigator WorkflowThe Navigator Workflow

BorrowingThe user returns the item

o ow gLibrary

WorldCati

LendingLibrary

User Navigator

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The Navigator WorkflowThe Navigator Workflow

BorrowingStaff return the item and confirm in Navigator which checks the item in o ow g

LibraryNavigator which checks the item in

WorldCati

LendingLibrary

User Navigator

The Navigator WorkflowThe Navigator Workflow

BorrowingStaff confirm the return of the item in Navigator which checks the item in and o ow g

LibraryNavigator which checks the item in and completes the request

WorldCati

LendingLibrary

User Navigator

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How Does Navigator Handle ExceptionsHow Does Navigator Handle Exceptions

• If a lending library cannot supply an item Navigator will try g y pp y g yother 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

DemonstrationDemonstration

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How Will Navigator Affect MeHow Will Navigator Affect Me

• Circulation

• Interlibrary Loan

• Cataloging

• Reference

• Collection Development and Acquisitions

If You Work in CirculationIf You Work in Circulation

• You will likely see a gradual rise in circulation when you implement 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 You will probably need more room on your hold shelf

• You may need to shift staff

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If You Work in Interlibrary Loan If You Work in Interlibrary Loan

• You will likely see a gradual rise in 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, y

• Since Navigator ILL is more efficient that regular ILL, do more with less

If You Work in CatalogingIf 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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If You Work in Reference or Public ServicesIf 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 AcquisitionsIf 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, youmight want to check Navigator to see if another group memberalready has it

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What NextWhat 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• 90 to 120 days

• Preparation and Planning

• Configuration, Training, Testing

• Go Live

Preparation and PlanningPreparation and Planning

• WorldCat Navigator Planning Guide

Th URL i li t d th h d t

• Batchload webinar

• Q & A Session

• Assemble the teams

• The URL is listed on the handout

• Kick off meeting

• Holdings, workflow , and questionnaire webinars

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ConfigurationConfiguration

• In the configuration phase you will decide how you want 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

TestingTesting

• Navigator catalog

• Patron interface

• Routing protocols

• Circulation interactions

• Ill interactions

• Authentication

• End-to-end testing

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TrainingTraining

• Closing the gap

• CatExpress

• Fundamentals of electronic resource sharing

• WorldCat Resource Sharing

• WorldCat Navigator Train-the-TrainerWorldCat Navigator Train the Trainer

• Navigator staff interface functionality

• Tools and methods to train staff

• Trainers train library staff

Go LiveGo Live

• Market WorldCat Navigator to your users

• More material

• Easy to find

• Quick to get

• Be preparedto help usersto help users

• Turn it on

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Thank You!Thank You!

Questions?