An Overview Of World Cat Navigator Slides

An Overview of WorldCat Navigator EVERY CONNECTION has a starting point. Sam Sayre OCLC In 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? 1

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? 2

I Go To the Library Web Site I Search the Catalog 3

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 4

Now What Next -- with Navigator I Search the Texas Group Catalog 5

I Choose the title I Want I Request the Title 6

I Choose My Library I Authenticate and Order 7

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 8

The Big Guys Don’t Own Everything The Big Guys Don’t Own Everything 9

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 10

A Third Example -– Family History Sometimes It’s Not in Texas 11

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 12

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 13

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 14

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 15

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 16

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 17

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 18

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 19

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 20

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 , y • 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 21

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 22

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 23

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 24

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 25

Thank You! Questions? 26

An Overview Of World Cat Navigator Slides

by Sue Bennett

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