An Overview Of World Cat Navigator Slides

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  • 1. 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
  • 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? 2
  • 3. I Go To the Library Web Site I Search the Catalog 3
  • 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 4
  • 5. Now What Next -- with Navigator I Search the Texas Group Catalog 5
  • 6. I Choose the title I Want I Request the Title 6
  • 7. I Choose My Library I Authenticate and Order 7
  • 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 8
  • 9. The Big Guys Don’t Own Everything The Big Guys Don’t Own Everything 9
  • 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 10
  • 11. A Third Example -– Family History Sometimes It’s Not in Texas 11
  • 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 12
  • 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 13
  • 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 14
  • 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 15
  • 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 16
  • 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 17
  • 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 18
  • 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 19
  • 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 20
  • 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 , 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
  • 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 22
  • 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 23
  • 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 24
  • 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 25
  • 26. Thank You! Questions? 26