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Texas wcn individual_library_questionnaire

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  • 1. Navigator Individual Library Questionnaire WorldCat Navigator is a consortial borrowing service. It is driven by the Navigator Request Engine (NRE). To enable OCLC to configure this service according to the practices and preferences of each of your member libraries, each institution planning to borrow or lend items within the consortium must complete this questionnaire and its associated spreadsheets. Within the questionnaire, the three sections can be distributed to different departments and then merged and returned to OCLC. Some guidelines: • For multiple-choice questions, you may either highlight the proper response or delete the improper one. • If you already have a spreadsheet or other document that contains the details requested in the tables, enter the document name as the response and send it when you return the questionnaire. • For the grayed text boxes, you can enter/type the information requested within the text box. Return the completed questionnaire and any other pertinent files via e-mail to your OCLC Implementation Manager: Manager Name: Tom Miller Manager E-mail: millertj@oclc.org Manager Phone (voice): 1.800.848.5878, ext. 6130
  • 2. Full Library Name:       (Please make any appropriate changes to your library name in the above line) SECTION I: LIBRARY OPERATIONS and POLICIES PART 1: Your Library’s Resource Sharing System a. Services you provide as a Lender Do you loan audio recordings? Yes No Do you loan film or video recordings? Yes No Do you loan microforms? Yes No b. Your institution entities You have been given a spreadsheet (Additional Navigator Information.xls). Please fill in the worksheet entitled “Institution Entities” in the spreadsheet with the appropriate details for all of the entities within your institution that play a role in the consortial borrowing function. Instructions can be found in the worksheet entitled “Inst. Entities Instructions.” PART 2: ILLiad (NOTE: If your library is not a TexNet Center using ILLiad, skip this section and proceed to “PART 3: Your Library’s Resource Sharing Workflow”) a. Version What version of ILLiad are you currently running? 7.2. 7.3 Note: Navigator requires Version 7.4 or higher. 7.4 8.0 If you are not running Navigator 7.4 or higher, what is your expected update date?       b. Hosting Is your ILLiad service: Self-hosted OCLC-hosted c. Shared server Does your library share an ILLiad server with one or more other libraries? Yes No
  • 3. If Yes, please list the other libraries with their ILLiad site codes: Library Site Code                                                                         d. Pickup locations Please list each of your own library’s pickup locations with an ILLiad site code for each. Library Site Code                                                                                     e. Authentication What method does your library use to authenticate patrons to your ILLiad service? Basic authentication LDAP Basic ILLiad with SSL Secure LDAP ILLiad Exclusive CAS III Patron API CGI Shibboleth Kerberos PART 3: Your Library’s Resource Sharing Workflow a. Locally Held items What do you want to happen when a patron requests consortial borrowing for an item that is available in your collection? Stop the request for staff review. If staff decides the request shouldn’t go forward, alert the
  • 4. user. Remove my library from the lender string and forward the request for normal processing Keep my library in the lender string and send the request to my library for fulfillment. We are using WorldCat Local and do not allow requests for items available in my library. If you select the first option, you can customize the text of the e-mail. Any of the request details can be included in the e-mail message. Here is a sample. Modify it to suit the needs of your library. SUBJECT: Requested item is available at your library The item you have requested is available at your library. Your request number: Date request was placed: Title: Author: If you need help or have additional questions, please consult with reference staff at (###) ###-####, email@domain.edu, Thank You b. Duplicate Requests What do you want to happen when a duplicate request is detected by NRE? A duplicate is defined as a request for an item that has previously been requested by the same patron and the previous request is still an active request. Stop the request for staff review. Allow the duplicate and forward the request for normal processing c. Unfilled Consortial Requests Select the option you would like applied when no Lender string can be built: Cancel the request Send to our ILLiad Send the request to WorldCat Resource Sharing Send an e-mail with request and patron details to our ILL staff for processing Select the option you would like applied when the request has gone through the entire Lender string and no potential Lender can fill the request
  • 5. Cancel the request Send to our ILLiad Send the request to WorldCat Resource Sharing Send an e-mail with request and patron details to our ILL staff for processing If you selected the option to send an e-mail to the ILL staff, what e-mail address should be used? E-mail:       d. User Notification NRE can alert your end users when their requests have reached a particular status. This function requires an end user’s e-mail address to be included in his user details and/or explicitly entered in the request. Do you want automatic e-mail alerts sent to your users for the following conditions? 1. The item has been received. YES NO, my circulation system will do this If YES, Please supply the text of that e-mail. Any of the request details can be included in the e-mail message. Here is a sample. If you want NRE to notify your user when a requested item has been received, please modify the sample notification below to suit the needs of your library. SUBJECT: Your item is ready for you to pick up Name: Pickup Location: The material requested from [consortium name[ Title: Is now available. If the item is not picked up within __ days, it will be returned to the lender. Please call the Circulation Desk (###) ###-#### if you no longer need the material. Thank you. 2. The request has been sent to all potential lenders and has not been filled. YES NO, unfilled consortial requests will go to ILL If Yes, please supply the text of that e-mail. Any of the request details can be included in the e-mail message. If you choose to notify your patron that a request is unfilled, rather than send the request on to ILL outside the consortium, please modify the sample notification below to suit the needs of your library.
  • 6. SUBJECT: Unable to supply requested item We are unable to supply your request for the item. Title: because it is currently unavailable in [your consortium] If you still would like this item, you may request it via Interlibrary Loan. If you need help or have additional questions, please consult with reference staff at (###) ###-###, email@domain.edu Thank You. 3. The Lender has reported the item overdue. YES NO, my circulation system will send the overdue notices If Yes, please supply the text of that e-mail. Any of the request details can be included in the e-mail message. If you choose to have NRE send overdue notices to your users, please modify the sample overdue notice below to suit the needs of your library. SUBJECT: Overdue notice The item borrowed from a [consortium name] library, Title: Is now overdue. Please return this item promptly, if you have not already done so. Please contact us if you have questions or concerns. Thank You. Call us, (###) ###-#### E-mail us at, email@domain.edu If you requested that an e-mail should be sent to your users, what e-mail address should be used as the ‘From’ address? E-mail:       e. Shelf locations When the Item Availability Service searches your OPAC and indicates to NRE that an item is available at a certain shelf location, NRE matches the shelf location to an NRE location entity which performs lending functions. This is how the lender strings are built. The shelf locations are the text that displays in the Location column in your OPAC.
  • 7. Here is an example: In the accompanying “Additional Navigator Information” spreadsheet, there is a worksheet entitled “Shelf Locations.” The purpose of this worksheet is to collect shelf locations for your institution and link them to an entity on the Institution Entity worksheet. When filling out this worksheet, do not include shelf locations of non-circulating items. If in doubt or if some items circulate and others don't, the shelf location should be included. You may be able to get a complete list of shelf locations from your OPAC system administrator or from your OPAC vender. Instructions on filling this worksheet out are on the worksheet entitled “Shelf Locations Instructions.” f. Availability terminology In the accompanying “Additional Navigator Information” spreadsheet, there is a worksheet entitled “Availability Terminology.” In order to determine if a requested item is available at your library, NRE needs to know the availability and status terms or labels that your ILS uses. In the worksheet, please list all the availability status terms used in your catalog (such as On Loan, On Shelf, Missing) and indicate if items with that status can be requested by other members of your consortium. Additionally, whether an item can be requested from your library may depend on the combination of status AND shelf location, we provide a column for you to indicate when this interdependency exists in your lending policies.
  • 8. SECTION II: LIBRARY SYSTEMS INFRASTRUCTURE WHO SHOULD COMPLETE THIS SECTION? The individual who completes this section should be thoroughly familiar with the technical aspects of your library’s circulation system, such as current systems, current protocols, network settings, and file transfer capabilities. Contact Information for this questionnaire. (OCLC will contact this individual for follow-up information if needed.) Name:       Title:       E-mail:       Phone number:       Authentication Information: a. ILS System Aleph (ExLibris) Horizon (SirsiDynix) Voyager (ExLibris) Unicorn (SirsiDynix) Millennium (III) Other       b. What authentication method is used to verify your patron data (select only one)? SIP InnOpac LDAP CAS HTTP/XML Shibboleth Other       c. Does your library have EZproxy? Yes No