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