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


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• 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


• 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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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


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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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


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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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


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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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


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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BorrowingStaff check out the item to the user

o ow gLibrary

WorldCati

LendingLibrary

User Navigator


BorrowingThe user returns the item

o ow gLibrary

WorldCati

LendingLibrary

User Navigator

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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


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?

an overview of world cat navigator slides

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