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Texas navigator planning guide5 10 Texas navigator planning guide5 10 Document Transcript

  • WORLDCAT NAVIGATOR PLANNING GUIDE <br />Document Purpose:<br />This document is a resource to help guide your group through its WorldCat Navigator implementation process. Its content and the information you begin to define with it serve as a bridge to move you through early planning, configuration, and rollout. We encourage you to keep a printed or electronic version of it as a ready reference throughout the implementation process. <br />Version: Texas<br />Last Updated: December 2009<br />WorldCat Navigator <br />What is WorldCat Navigator?<br />WorldCat Navigator is: <br />Group availability based on WorldCat<br />The Navigator Request Engine (NRE)<br />(Optional) Circulation Gateway<br />(Optional) ILLiad Integration. <br />Linked together with authentication, these four components interoperate to provide seamless resource sharing within your library consortium and beyond. WorldCat Navigator manages returnable and non-returnable items, and can integrate with internal circulation systems and the wider OCLC resource sharing network to create a superior discovery-to-delivery tool that saves time for library users and increases efficiency for library staff working in library groups. <br />What is group availability based on WorldCat? <br />Using OCLC symbols, your Implementation Manager builds a group from thousands of records already cataloged in WorldCat by the members of your consortium. The resulting structure enables your library users to limit search results to, and view item availability from, only those institutions within your group.<br />OCLC puts the group structure in place before any other configuration activities are completed. This is typically a very quick step in the process because every library that uses WorldCat on FirstSearch already has the necessary infrastructure in place.<br />Note: If you have a library in your consortium that is not currently cataloging with OCLC, your Implementation Team Lead will help coordinate convenient batch loading of records into the group. Also, see the WorldCat Holdings section of this document for more information about how to update or set holdings in WorldCat. <br />What is the Navigator Request Engine (NRE)?<br />The Navigator Request Engine (NRE) is one of the central and most visible components comprising the WorldCat Navigator service. It is the staff interface for managing interlibrary/consortial request loan and copy requests made via WorldCat Navigator. NRE tracks a request through its complete lifecycle, providing information for both the item Borrower and the item Lender. Additionally, NRE allows your staff to:<br />
    • Manage incoming requests from other libraries
    • Add and manage end-user accounts
    • Place requests for items
    • Collect copyright fees for authors and publishers
    • Run reports
    What is the Circulation Gateway? <br />Using standard protocols, such as SIP, NCIP, and ECIP, the Circulation Gateway translates messages and instructions between an institution’s circulation system (ILS) and NRE to enable WorldCat Navigator to automatically perform actions in the library’s catalog, such as checking items in and out and creating temporary bib records. <br />For the Texas implementation, circulation interoperability will be configured upon request only for a library that uses a SIRSI ILS (Horizon, Unicorn, or Symphony) and has an NCIP server. <br />What is optional ILLiad integration?<br />If a library uses ILLiad and has installed or plans to install Version 7.3 or higher during its Navigator implementation, its users may place and manage both their NRE and ILLiad requests from a single patron interface. With the Navigator-ILLiad integration, it is unnecessary for a library’s users to log out of Navigator and into ILLiad to place or view requests in ILLiad. <br />In addition to installing V. 7.3 or higher, ILLiad integration requires the installation and configuration of a local instance of EZproxy and the installation of an ILLiad Web service. Both pieces of software are provided by OCLC at no additional charge to a Navigator library. Your OCLC Implementation Manager will work with each library to install and configure both of these components.<br />Service Requirements<br />To fully implement WorldCat Navigator, libraries should meet the following standard requirements: <br />Group Availability<br />Holdings must be current in WorldCat. (See WorldCat Holdings below.)<br />OCLC numbers must be consistently indexed in the OPAC, including prefixing and padding. (See Special Considerations below.)<br />Each library must use one of the five supported ILS systems: Aleph, Horizon, Innovative Interfaces, Unicorn, or Voyager.<br />The group should provide a complete list of institutions, with OCLC symbols, to the OCLC Implementation Manager. (Please use the WorldCat Navigator Implementation Profile form below.)<br />Libraries that do not run Aleph, Horizon, III, Unicorn, or Voyager and wish to be lenders must have a Z39.50 server to establish availability with the Navigator service. <br />Navigator Request Engine<br />IE V. 7.0 <br />Firefox V. 3.X<br />Safari V. 2.0 <br />Circulation Gateway (If implemented)<br />NCIP for SIRSI systems<br />ILLiad Integration (Optional)<br />Installation or upgrade to V. 7.3 or higher<br />Installation of ILLiad Web Service<br />If a library is unable to meet one or more of these service requirements, it may still implement Navigator, but some features or options may not be available to users. <br />The Implementation Process<br />How long will it take to implement Navigator?<br />In general, the implementation process for the first group of Texas libraries will take 90 days. How closely we adhere to this time scale, however, is directly dependent on the responsiveness of the libraries in the consortium. Navigator implementations require collecting critical pieces of information from each participating institution about lending policies, ILS, user authentication, current workflows, and locations (such as those used for pick-up, for managing requests, and for shelving). Questionnaires and spreadsheets are used to gather most of the information needed from libraries. How quickly questionnaires and other documents are completed and returned to the OCLC Implementation Manager impacts the project’s overall timeline. <br />Additionally, some libraries will need to install and configure EZproxy and some institutions may need to install or upgrade ILLiad as part of their Navigator implementation. Like the questionnaires, how quickly libraries are able to complete these activities affects the overall timeline. <br />What is the overall process?<br />A Navigator implementation begins with you reading and completing sections of this Guide and concludes with a successful launch of the service to your library users. In between, the OCLC WorldCat Navigator Implementation Team works with you and your team to reach several key milestones, which include analyzing and evaluating workflows, configuring and testing service components, defining a request form, and marketing and promoting the service. <br />To illustrate the overall process for the first group of libraries in the Texas pilot project, the graphic below highlights the overall timeline and the major milestones to be accomplished during the project:<br />Preparation and Planning<br />During this phase of the project:<br />
    • Pilot libraries are identified or confirmed
    • Library Implementation Lead collects an inventory of each library’s authentication method, Z39.50 server information (if applicable),and estimated numbers of holdings in its OPAC
    • Library Implementation Lead completes the WorldCat Navigator Planning Guide
    • Library Implementation Lead assembles the Library Implementation Team
    • Libraries choose staff trainers
    • Libraries with no OCLC symbols are profiled
    • Libraries without holdings in WorldCat initiate projects to load their records (using OCLC Batch Services or CatExpress)
    • Libraries are ISOILL profiled to allow borrowing and lending through WorldCat Resource Sharing
    • Libraries attend the following webinars or training:
    • Navigator Demo (Proof of Concept)
    • Navigator Overview Webinar
    • Navigator Workflows
    • Questionnaire
    • OCLC Batch Services
    • CatExpress
    • Libraries and OCLC officially kick off the project
    Load Holdings into WorldCat<br />This is a backround activity that can take place while the rest of the implementation contiues. As a library loads its holdings into WorldCat, they will appear in search results for the Texas Group. Consequently, group results are anticipated to grow over the pilot period without interrupting the configuration and testing of service components.<br />Of course, the more holdings available in search results, the better the user experience. So it should be incentive for libaries to get their records into WorldCat as quickly as possible over the course of the project. The OCLC Implementation Manager and the OCLC Batch Services Lead will work closely with libraries to ensure that loading their holdings into WorldCat is a smooth and efficient process. <br />Authentication<br />Typically, this is the most labor intensive and time consuming effort shared by libaries and OCLC during a Navigator implemenation. EZ Proxy must be installed, configured, and tested, which necessitates firewall changes and other modifications to local systems and files. Close and frequent communication occurs between OCCL’s Identity Manager and libaries to ensure that Navigator and the authentication methods and databases at the various institutions consistently interoperate with one another. <br />Questionnaire and Spreadsheets<br />There are two questionnaires, the Consortial Questionnaire completed by the Library Implementation Lead on behalf of the entire group and the Individual Library Questionnaire completed by each institution in the Texas pilot. These documents provide essential information about the libraries’ integrated library systems, circulation policies, and interoperability protocols. <br />Additionally, spreadsheets are distributed to each library to collect detailed location information in regards to shelving, pick-up, and request management. This information is critical to successfully configuring lending rules in Navigator. <br />Testing, Reporting Issues, and Retesting<br />After OCLC has configured and tested Navigator discovery and fulfillment, the request form and process, authentication, (optional) circulation interoperability, and (optional) ILLiad integration, libaries will be asked to test these same components. OCLC provides test cases with expected results, a form for recording actual results, and a process for reporting and resolving issues/problems. Once an issue or problem is resolved or if a library requests a change to its configurations, it would be necessary for libraries to retest and report findings. <br />This activity spans the most time because configurations of service components are completed in stages. Each component depends on the succesful implementation of the one before it and only then is the next piece configured and tested. <br />Staff Training<br />OCLC conducts an onsite train-the-trainer program to prepare designated staff from the ranks of the Texas libraries to train their fellow librarians on the operation of the Navigator service within the context of daily workflows. The time alotted in the diagram above represents OCLC’s delivery of the onsite train-the-trainer program and the sessions that staff trainers must conduct for the Texas libraries. <br />The OCLC Training Lead will work with the Library Implementation Lead and the staff trainers to set up a specific date and time to conduct the train-the-trainer program. Generally, this happens approximately three weeks before rollout. <br />Because the program is based on a training and demo system or environment configured to match the Texas Navigator implementation, it is not necessary to wait until a fully operating service is in place for the Texas libraries. <br />Rollout<br />During this phase of the process, the Library Implementation Lead and Library Implementation Team works with OCLC to accomplish the following:<br />
    • Meet with OCLC Customer Service Division to transition to ongoing techical support
    • Meet with OCLC Marketing to devise the best programs to internally and externally promote the service
    • Create and deploy the HTML search box
    • Initiate statistical reports
    Evaluation<br />This two-month phase of the program is partially a continuation of testing and reporting issues as libraries more vigirously use of the Navigator service. It also involves:<br />
    • Analyzing baseline stats collected before or at the beginning of the project against current Navigator reports as measures of success
    • Coordinate and participate in patron and staff satisfaction surveys
    • Evaluate and report against project goals and objectives
    How will we run our implementation project?<br />Planning and Preparation: A month is devoted to this effort in order to establish success measures (goals, objectives, and expectations) to inform us, along the way and at the conclusion of the project, when we have been successful. Additionally during this phase, we identify the organizational structures for managing the project at the library and OCLC levels. To do these things, the OCLC and Library Implementation Teams will conduct a series of planning meetings.<br />Kick-Off: Typically, this is an onsite event with representatives from all libraries in attendance. While the agenda is negotiable, this event will at least include:<br />
    • Demo of the service (proof of concept)
    • Overview of the implementation process (what to expect, how much time it will take, library resources required to do it)
    • Known issues or concerns
    The purpose is to get buy-in from the libraries participating in the pilot by addressing any of their concerns or questions up front. <br />Regular Meetings: As part of the project, we will schedule weekly or bi-weekly meetings between the OCLC Implementation Team and Library Implementation Team. While status is a common agenda item for these meetings, they may be dedicated to authentication, availability, and interoperability. So, some of our meetings may have specific themes, while others are simply to update everyone on how the project is going. During the planning meetings, we agree on the frequency, best days of the week, and times for these meetings. Library and OCLC project teams may also convene or schedule other meetings as necessary to address critical issues. <br />At least once a month, a meeting is held among the library Implementation Team Lead, executive library staff (such as directors), and key OCLC staff from OCLC Sales and Product Management to discuss how we are tracking against success measures and to address any issues related to resources and timeline.<br />Online Project Management Environment: Forms and information, including status documents, are managed online using SharePoint. The link to the Texas project can be found in the links table at the end of this document. Key members of the Texas Library Implementation Team may have full access to the SharePoint site by requesting it from the OCLC Implementation Manager. <br />Reporting Issues and Problems: If a librarian encounters an issue or problem, whether during testing or operating the service otherwise during the implementation, he/she should use the Navigator Problem Report Form, which is a simple Word document that guides the reporter through what is needed for the OCLC team to replicate, diagnose, and resolve an issue. For its part, the OCLC team will keep a spreadsheet of outstanding issues up to date and make it available for review from the SharePoint project site. Also, the spreadsheet will be reviewed during regular status meetings to ensure that critical or major problems are being handled to the satisfaction of the affected library or libraries. <br />What if some libraries in the group have WorldCat Local?<br />If a library’s Full WorldCat Local is either currently live or will go live during a Navigator implementation, the OCLC Implementation Manager will work with the library to create and manage a secondary Service Configuration profile in order to enable the institution to provide WorldCat Local to its users while simultaneously implementing Navigator. The library can deploy/update its Local implementation and test its Navigator without one service disrupting the other. <br />Who participates in the implementation project?<br />OCLC’s experience in implementing services has indicated that the most successful projects are those with strong leadership and dedicated teams provided with well-defined roles and responsibilities at both the library and OCLC levels. Agreeing on an organizational structure from the beginning ensures that projects will be completed on time, with appropriate resources, and to the satisfaction of the libraries. Consequently, one of the first steps in launching your implementation will be for you to form your Library Implementation Team. <br />While OCLC has internal structures for managing projects, we realize that libraries may need help identifying and organizing their resources to implement a service such as Navigator. And so, we offer the following suggestion on how you might organize your library-based team: <br /> <br />The time estimates for team members are based on the recommended activities performed by the various roles. Unless otherwise noted on the library organizational chart above, the hours are stated per month. <br />How many members you choose to include on your team can depend on a number of factors, such as number and type of integrated library systems used across the group as well as the variety of methods used to authenticate users. You may also wish to appoint team leads to represent implementation members from across the group. For example, you may have an authentication person from each library, but only the Authentication Team Lead may regularly attend status meetings, report issues, and manage communications among the other authentication team members. <br />To further define potential roles and responsibilities, the following descriptions provide more detail about the specific activities that might be associated with each position on your team:<br /> Library Implementation Team<br />
    • Implementation Team Lead: Responsible for coordinating all library activities related to the implementation of WorldCat Navigator.
    • Read the WorldCat Navigator Planning Guide
    • Participate in the implementation kick-off meeting
    • Set and maintain shared vision among libraries in the consortium
    • Define and communicate project goals and objectives
    • Appoint and assemble Library Implementation Team to represent participating libraries
    • Complete and submit the Consortium Questionnaire
    • Manage distribution, completion, collection, and reporting of institution questionnaires through the Library Implementation Team
    • Gain consensus among libraries on decisions that affect them as a group
    • Identify acceptance testing resources
    • Develop acceptance testing schedule in conjunction with OCLC Implementation Manager and Library Implementation Team
    • Resolve conflicts regarding project direction, consortial policies, and project goals and objectives
    • Conduct regular meetings with Library Implementation Team, maintain documents, record minutes, update schedules, perform other administrative activities as needed
    • Convene or attend regular meetings with OCLC Implementation Manager
    Implementation Team:<br />
    • Read the completed WorldCat Navigator Planning Guide
    • Assist Implementation Lead in defining and communicating a shared vision among libraries in the consortium
    • Assist Implementation Lead in defining and communicating project goals and objectives
    • Participate in the implementation kick-off meeting
    • Coordinate individual library implementation activities
    • Collect and submit Questionnaire information as requested
    • Conduct acceptance testing and report issues to WorldCat Navigator Implementation Team
    • Coordinate local upgrades and configurations of ILLiad
    • Coordinate installations/upgrades and configurations of EZproxy
    • Coordinate local authentication activities
    • Coordinate local circulation system configuration activities
    • Formally accept the service
    • Work with OCLC Marketing to promote and deploy the service
    • Convene a representative group of experts from the following areas:
    • Cataloging:
    • Complete section(s) of the Questionnaire related to cataloging practices
    • Identify/initiate batchload projects
    • Attend Batchload webinar, if needed
    • Assist in identifying Batch Services projects to update holdings in WorldCat
    • Identify and recommend changes to OCLC number indexing practices
    • Identify cataloging practices for links, public notes, call numbers, summary holdings, etc.
    • Work with the OCLC Implementation Manager to configure record display in Navigator
    • Test holdings and availability in UI
    • ILL/Resource Sharing:
    • Complete section(s) of the Questionnaire related to current resource sharing practices
    • Provide inventory of borrowing and lending policies
    • Collect and provide authentication credentials to ILL accounts for OCLC and institution testing purposes
    • Test ILL workflows in Navigator
    • ILS and circulation Interoperability:
    • Attend Batchload webinar, if needed
    • Complete section(s) of the Questionnaire related to the institution’s ILS and (if applicable) Z39.50 server
    • Assist the OCLC Implementation Manager with the construction of search templates based on the OCLC number scheme
    • Modify local indexing of the OCLC number (if necessary) to enable availability queries into the OPAC
    • Assist OCLC with the configuration and testing of NCIP server
    • Negotiate changes/updates to NCIP server with ILS vendor
    • Open firewalls
    • Identify circulation policies
    • Supply log-in credentials to ILS system for testing NRE integration with circulation system
    • Test circulation integration
    • Authentication:
    • Complete section(s) of the Questionnaire related to library authentication
    • Install and configure EZproxy
    • Test authentication for circulation interoperability and ILLiad integration (if applicable)
    • Synchronize ILLiad and ILS authentication data (if needed)
    Trainers:<br />While virtual training is scheduled at points during the implementation process to cover workflows, and other topics, core WorldCat navigator staff interface training is delivered as an onsite train-the-trainer program. This is best accomplished when the group to be trained selects its own trainers from among their ranks early in the process so that trainers are able to participate in all aspects of the project, including status meetings, all virtual training events, and group decisions that determine policies and practices. Experience with these sorts of implementations have taught OCLC that identifying training resources early and steeping them in the service prepares them to provide instruction to their fellow librarians that is context-sensitive and tailored to how the group intends to use the Navigator service. We can teach you the functions and features, but your colleagues are best equipped to teach you how to apply the functions and features within your consortial environment. <br />And so, the following is a profile to help you select your trainers:<br />The ideal WorldCat Navigator trainer for your staff will have the ability to learn the Navigator service as well as the ability to effectively instill that knowledge in others. In order for a trainer to lead your staff to success with Navigator, that trainer should, possess an understanding of your library’s access services and resource sharing policies and procedures, and understand how Navigator will fit into the library’s current practices. The trainer should also be aware of the goals, objectives, time lines and other relevant policy decisions of library and consortial management regarding Navigator implementation. Effective trainers are often line managers or lead staff. However, more important than the trainer’s formal position is his or her enthusiasm for learning, ability to lead change, and support for organizational goals.<br />OCLC will provide your trainer with the in-depth knowledge of Navigator to deliver learning to other staff. Therefore, the trainer should have excellent communication skills and, if possible, teaching or training experience. Experience developing training is useful, but not necessary. If your institution cannot identify an individual with all of these skills, a team approach might be the best option. For example, a subject matter expert might receive training from OCLC and work with other members of your staff more experienced with training to deliver your library’s internal training.<br />Prerequisite knowledge for a Navigator trainer:<br />
    • Access services policies and procedures
    • Resource sharing policies and procedures
    • Institutional goals, objectives and timelines
    • Consortial goals, objectives and timelines
    • Implementation and configuration decisions already taken by library and consortium management
    Training and communications skills and experience:<br />
    • Excellent communications skills
    • Experience developing and delivering training
    Training from OCLC will provide:<br />
    • Navigator workflows
    • Configuration options
    • Detailed procedures for handling a variety of ILL requests
    • Detailed procedures for handling exceptions
    • Navigator documentation and troubleshooting assistance
    • Access to OCLC help and support
    How do we measure our success?<br />As with any successful project, we set clear success measures. The table below is pre-populated with common project goals and objectives associated with a Navigator implementation. And following the table, you’ll see a few additional success measures that we track to ensure that the implementation is progressing as expected. During the initial planning meeting, the library Implementation Team Lead reviews the table with the OCLC Implementation Manager. As an action item from that meeting, the library Implementation Team Lead is asked to customize the table with the specific goals, objectives, and expectations from the group. We post the completed table to a SharePoint site dedicated to your implementation and regularly open and view it to measure our progress and ultimately success of the project. <br />Common Success Measures Table<br />Objective DescriptionWhat to measureHow to measureTimeframe for measurementImplementation ObjectivesService implemented for 31 libraries by 5/3/201031 libraries are able to provide Navigator to their patrons on 5/3/2010 Conduct implementation audits during weekly/bi-weekly meetings to determine percentage of libraries completed versus those yet to be implemented based on holdings, availability, and received requests.At the bi-weekly meetings every other Tuesday from January through early June. Profile institutions not currently working with OCLC(18 of 32 do not have symbols)18 of 32 institutions are profiled with OCLC (they have symbols and Registry IDs)Use tracking spreadsheet to communicate institutions without symbols and progress toward getting themBy 1/4/2010 Load or update WorldCat holdings for 31 libraries using OCLC Batch Services by 4/19/201032 institutions with and without holdings have current records in WorldCat Use Batch Services tracking sheet to identify projects underway/complete and search WorldCat against symbol to verify holdingsAt the bi-weekly meetings every other Tuesday from January through early June. One library is able to use CatExpress to maintain holdings in WorldCatOne insitution without holdings maintains records in WorldCat using CatExpressUse Batch Services tracking sheet to identify projects underway/complete and search WorldCat against symbol to verify holdingsAt the bi-weekly meetings every other Tuesday from January through early June. Train 1 library on the use of CatExpressOne library now uses CatExpress to load holdingsUse tracking spreadsheet to determine who has/has not received trainingDuring pre-planning and preparationEstablish and maintain library staff commitment to implementation goals and objectives Library staff confident that the service will meet their consortial borrowing needsPoll or survey staff on 3/8/2009Poll or survey staff on 4/12/2009Mid-term and near term of the project Lending requests take no more than eight days to fillRequested item is delivered to the patron within eight daysTrack request submission dates against delivery datesCompare the two dates to compute average number of processing daysPost-implementation phase, during Evaluation phase Returned items take no more than 18 days to processUpon return of item, it takes no more than 18 days for borrowing institution to process back to lending institution. Compare dates items are returned against dates items received by lending librariesCalculate averages and note variances and trendsPost-implementation phase, during Evaluation phase Service ExpectationsService response time for patron requests does not go beyond 45 secondsTime that it takes to return search results, availability, and request confirmationMonitor and record the response intervals between hitting submit button and response for results, availability, and borrowing requestsAfter each major component integration (Group Availability, NRE, Circulation Integration, Authentication, and ILLiad integration)Continuous monitoring of the serviceService is available 95 percent of the timeAccess to service allows searching, getting item availability, and submitting requestsAccess service during peak usage periods and at random intervals Automated monitoring by OCLCCompare total hours of service time available with hours unavailable, including planned/scheduled service outages Post-implementation phase, during Evaluation phase Prompt notification of planned/unplanned service outagesNotification sent to libraries to announce service outages or report them when detectedMaintain listserv and monitor service for alarmsOngoingPrompt notification of upcoming major releases, fixes, and changes to the UINotification sent to libraries to inform about upcoming releases, fixes, and UI changesCreate process/protocol for keeping user base informed about changes/updates to serviceOngoingProblem ReportingResponses to critical or major support requests or problem reports do not exceed 2 hoursCritical/major issues reported by Texas to OCLC Implementation Manager receive responses or acknowledgements within 2 hoursTrack the report and response times for issues Report response times to librariesOngoing Responses to non-critical support requests or problem report do not exceed 1 dayNon-critical requests submitted by Texas to Implementation Manager receive response or acknowledgement within 1 dayTrack the report and response times for non-critical issuesReport response times to librariesOngoingFollow-up to enhancement requests does not exceed 2 daysFollow-up to libraries does not exceed 2 daysOCLC has a process and protocol for reporting and tracking enhancement requests during implementation and post-implementationTrack the follow-up times between submission of enhancement request and development response to itAs needed during implementation and post-implementationMeasure patron satisfaction with service Patrons express satisfaction with the Navigator serviceGenerate usage reports to track use of the service and survey patrons for feedbackPost-implementation at approximately three to four weeks after roll-out, during Evaluation Phase<br />Additional Success Measures:<br />
    • Libraries actively participating and engaged in the project
    • OCLC responsiveness to critical issues
    • Documentation and Training
    What are the special considerations for our library’s Integrated Library System (ILS)?<br />For the five ILSes it currently supports, WorldCat Navigator uses OCLC control numbers to search a library’s local catalog. These OCLC control numbers must be present in the catalog, and need to be consistently indexed and prefixed for searching in order to link the catalog and WorldCat Navigator. The current OCLC standards are:<br />Numbers less than 8 are zero-padded to 8 digits and prefixed with ocm<br />8-digit numbers are not padded, and are prefixed with ocm<br />9-digit and higher numbers are not padded, and are prefixed with ocn<br />Some ILS vendors have variations on the current OCLC standards. There are ILS vendor-specific steps to take in order to ensure that search results are returned as expected. Please use the table below to find the steps you will need to complete, prior to activating WorldCat Navigator.<br />If you use this vendor…You will need to…AlephFor Aleph libraries using Z39.50 to interoperate with WorldCat Navigator, you may need to adjust parameters on your Z server to optimize performance for serials. The WorldCat Navigator Implementation team can help you determine if this is necessary for your library. ExLibris VoyagerBecause Voyager treats OCLC control numbers as keywords, they may not be distinguished from numbers occurring in other fields in a record, such as local control numbers, etc. (see examples below). To compensate for this, OCLC recommends that you:Strip all current prefixing and padding from the OCLC numbers in your records.Re-index your library catalog to add a unique prefix to each OCLC control number, e.g., (OCoLC).Index the OCLC control number in the MARC 035 field, subfield a only.Contact the WorldCat Navigator Implementation team to request the installation of an OCLC-developed script to de-duplicate hits. If you have questions or need further assistance, contact the WorldCat Navigator Implementation team at WorldCatLocalIM@oclc.org.Innovative MillenniumNo known issues.SirsiDynix HorizonNo known issues.SirsiDynix UnicornNo known issues.<br />ExLibris Voyager duplicate results errors<br />When ExLibris Voyager is your ILS system, make sure your OCLC control numbers are properly formatted (i.e., re-indexed with prefixes that distinguish them from other control numbers), in order to avoid duplicate results errors.<br />Example of a properly-formatted OCLC Control Number with prefix:<br />Example of duplicate results where the same number is found in another field (without the prefix):<br />WorldCat Holdings<br />Does our library need to subscribe to WorldCat?<br />Your library does need to subscribe to the WorldCat database through OCLC’s FirstSearch® service in order to set up access to WorldCat services, including WorldCat Resource Sharing™, ILLiad™, NetLibrary®, and WorldCat Link Manager™. <br />How can I make sure all our library’s holdings are in WorldCat?<br />One of the first and most important steps you can take in preparation for WorldCat Navigator is to have as much of your library’s holdings as possible represented in WorldCat. Providing access to all formats of materials in your library collections will allow users to find the information they need when searching via your library’s WorldCat Navigator.<br />There are many ways to enter or update your collections into the WorldCat database even before WorldCat Navigator is fully activated for your library. Options include onsite cataloging by your library staff or a custom cataloging project. Another option is to batchload records into WorldCat. You may want to arrange with OCLC for a retrospective batchload of your entire library collection. Even if you add your holdings to WorldCat on a regular basis, a retrospective batchload will fill in any gaps in your current WorldCat holdings. For more information on OCLC’s batchloading services, visit http://www.oclc.org/batchprocessing/.<br />Keeping your library’s holdings up to date in WorldCat is important to ensure that your library users receive the most current information about your collections. It is highly recommended that you schedule daily batchloads of new or changed records in order to provide your users with the most up-to-date holdings from your library’s OPAC. <br />You can contribute your library’s holdings to WorldCat on an ongoing basis by using any of OCLC’s catalog services. We can also help you add non-book formats through these services:<br />HYPERLINK " http://www.oclc.org/eserialsholdings/" " _blank" eSerials Holdings™—Automates the process of setting and maintaining holdings for ISSN-based electronic serials, to assist library users and staff in finding and using electronic serials in your library collection.<br />OCLC continues to enhance the WorldCat database with article-level records from multiple sources. OCLC currently partners with EBSCO, Serials Solutions and TDNet to automate the process of setting and maintaining your holdings for electronic serials in WorldCat. In addition, libraries that subscribe to WorldCat Link Manager™ may choose to set holdings automatically. Whether you work with one of the providers listed or submit holdings directly into WorldCat, the service exposes your electronic serials collection more fully through online search tools and interlibrary loan applications.<br />The eSerials Holdings™ service is provided at no charge to all OCLC member libraries. Order through the OCLC Online Service Center or your regional service provider. <br />eContent records for NetLibrary® eBooks and Electronic Collections Online™ eJournals—OCLC provides full-level OCLC-MARC cataloging records to libraries that subscribe to Electronic Collections Online™ eJournals, or order eBooks from NetLibrary®. This simplifies the integration of eContent into your library’s workflow, and increases the visibility of these resources to Web searchers.<br />Digital content records—OCLC’s CONTENTdm® service supports the delivery of access to digital content available in library collections.<br />Automatic record enhancement—The OCLC Bibliographic Record Notification™ service compares all upgraded OCLC-MARC records to the records your library has holdings attached to on a daily basis, and then sends you upgraded records based on your library’s profile. You can submit an order through the OCLC Online Service Center or download an order form at: http://www.oclc.org/support/forms/pdf/bibnot.pdf.<br />WorldCat Navigator Planning Checklist<br />Plan and organize for the project:<br />Review the WorldCat Navigator Planning Guide. <br />Complete and return the WorldCat Navigator Implementation Profile to your OCLC Implementation Manager. (See below.) <br />Analyze and outline your current place-hold and resource sharing workflows<br />Assemble the Library Implementation Team. (See the Roles and Responsibilities section.)<br />Set up a regular implementation status meeting schedule with the Library Implementation Team.<br />Ensure that each library’s WorldCat holdings are up-to-date:<br />Ask each institution to review its current cataloging practices. <br />Encourage each institution to load records into WorldCat for materials in its collections that are not already represented. <br />Ask each library to start/update its batchload schedule frequency.<br />Ask each library to prepare its serial records, including eSerials (see eSerials Holdings® for more information on how OCLC can help you add and maintain holdings information for electronic resources).<br />Ask each library to add digital collections metadata to WorldCat.<br />For more information, see the section on WorldCat Holdings.<br />WorldCat Navigator Implementation Profile<br />To help us get started launching your Navigator implementation, please complete and return the following profile to your OCLC Implementation Manager as soon as possible. As a pilot, we suggest that you select participating libraries based on the following criteria:<br />
    • Mix of small, medium, and large institutions
    • Some libraries with holdings and some without holdings in WorldCat
    • Mix of integrated library systems (including but not limited to Aleph, Horizon, III, Unicorn, and Voyager)
    • Several libraries with ILLiad
    • Some libraries with WorldCat Resource Sharing
    Note: Any institution that does not use Aleph, Horizon, III, Unicorn, or Voyager and wants to be both a lender and a borrower in Navigator needs to have a Z39.50 server to establish availability with Navigator. <br />Consortia InformationConsortia NameTexas Library GroupOCLC Symbol for ConsortiaTX@OCLC Library Services PersonRon GlassInstitution InformationInstitution Name OCLC SymbolAlexander Memorial Library Reagan County Library Tom Green County Library SystemQT5Austin Public LibraryTXGGatesville Public LibraryG4ZPflugerville Community Library Round Rock Public Library SystemQT4Salado Public Library District Beaumont Public Library SystemTJXMarion & Ed Hughes Public Library Murphy Memorial Library Port Arthur Public LibraryQS9Frisco Public Library Texarkana Public LibraryRKAAlvarado Public LibraryALVDPAubrey Area Library Betty Foster Public Library Boyce Ditto Public Library Bridgeport Public Library Crowley Public LibraryT3GDecatur Public Library John Ed Keeter Public Library Kennedale Public Library Krum Public Library Lake Cities LibraryLAKCLRoanoke Public LibraryROPUBSanger Public LibraryTXSPLGoliad County Library Laredo Public LibraryDB$William R Bill Ellis Memorial Library Amarillo Public LibraryTAP<br />POINTS OF CONTACT OCLC Implementation Manager Tom MillerE-mail Addressmillertj@oclc.orgPhone800.848.5878, ext. 6130FAXLibrary Implementation LeadSue BennettJOB TITLEE-mail AddressPhoneFAXLibrary Implementation Team*Name/Cataloging E-MailPhoneName/CatalogingE-Mail PhoneName/CatalogingE-MailPhoneName/Cataloging E-MailPhoneName/CatalogingE-Mail PhoneName/CatalogingE-MailPhoneName/ILL Resource SharingE-MailPhoneName/ILL Resource SharingE-MailPhoneName/ILL Resource SharingE-MailPhoneName/ILL Resource SharingE-MailPhoneName/ILL Resource SharingE-MailPhoneName/ILL Resource SharingE-MailPhoneName/Circulation and OPACE-MailPhoneName/Circulation and OPACE-MailPhoneName/Circulation and OPACE-MailPhoneName/Circulation and OPACE-MailPhoneName/Circulation and OPACE-MailPhoneName/Circulation and OPACE-MailPhoneName/AuthenticationE-MailPhoneName/AuthenticationE-MailPhoneName/AuthenticationE-MailPhoneName/AuthenticationE-MailPhoneName/AuthenticationE-MailPhoneName/AuthenticationE-MailPhoneName/TrainerE-MailPhoneName/TrainerE-MailPhoneName/TrainerE-MailPhoneName/TrainerE-MailPhoneName/TrainerE-MailPhoneName/TrainerE-MailPhoneDESIRED START DATE OF WORLDCAT NAVIGATOR SUBSCRIPTION (Note: Subscriptions begin on the first day of the month/year specified with invoicing occurring at the end of that month.)DESIRED LIVE PRODUCTION DATE OF WORLDCAT NAVIGATOR <br />*This is a Word document. You may insert more rows as needed. <br />IMPLEMENTATIONNumber of libraries to be implemented: 32Library type(s) , i.e., public, academic, special (please specify number of each if there is more than one type: PublicsSize and description of the population(s) served:Description of any current consortial borrowing services or practices:Do any of the libraries in the group plan to integrate ILLiad?□ Yes □ No How many librarians need to be trained?What type(s) of training do you prefer (check all that apply)?□ On-site □ Virtual (Instructor led) web-based □ Self-paced web-based modules Do any of the institutions also have WorldCat Local? □ Yes □ No If yes, which ones:Institution Name COMPLETIONGuide Completed ByDatePhonePlease return completed Planning Guide to:Implementation Manager <br />Links<br />ResourceLinkGet a symbolprofiling@oclc.org Batchload Webinar Schedulehttp://www.oclc.org/worldcatlocal/support/registration.htm SharePoint Site (online project hub)https://centralportal.oa.oclc.org/NavImp/texas/default.aspx Batchload Order Formhttps://www3.oclc.org/app/batchload <br />