Download - An Overview Of World Cat Navigator Slides
![Page 1: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/1.jpg)
1
EVERYEVERY
An Overview ofWorldCat NavigatorAn Overview ofWorldCat NavigatorEVERY
CONNECTIONhas a
starting point.
EVERYCONNECTION
has a starting point.
WorldCat NavigatorWorldCat Navigator
Sam SayreOCLC
In This PresentationIn 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?
![Page 2: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/2.jpg)
2
What is WorldCat NavigatorWhat is WorldCat Navigator
• In a nutshell - Navigator makes the libraries in your g ygroup 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?Why is WorldCat Navigator a Good Thing?
• Story Timey
• 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?
![Page 3: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/3.jpg)
3
I Go To the Library Web SiteI Go To the Library Web Site
I Search the CatalogI Search the Catalog
![Page 4: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/4.jpg)
4
I Search the CatalogI 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 Texarkana needs to use it s valuable shelf space for material that will be more used by the community.
• But they want to serve all their users.
• So what next?
What NextWhat 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
![Page 5: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/5.jpg)
5
Now What Next -- with NavigatorNow What Next -- with Navigator
I Search the Texas Group CatalogI Search the Texas Group Catalog
![Page 6: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/6.jpg)
6
I Choose the title I WantI Choose the title I Want
I Request the TitleI Request the Title
![Page 7: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/7.jpg)
7
I Choose My LibraryI Choose My Library
I Authenticate and OrderI Authenticate and Order
![Page 8: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/8.jpg)
8
Why Is This BetterWhy 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 BusinessAnother Example – Florist Business
![Page 9: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/9.jpg)
9
The Big Guys Don’t Own EverythingThe Big Guys Don’t Own Everything
The Big Guys Don’t Own EverythingThe Big Guys Don’t Own Everything
![Page 10: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/10.jpg)
10
The Big Guys Don’t Own EverythingThe 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 EverythingThe 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
![Page 11: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/11.jpg)
11
A Third Example -– Family HistoryA Third Example -– Family History
Sometimes It’s Not in TexasSometimes It’s Not in Texas
![Page 12: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/12.jpg)
12
If It Isn’t In TexasIf 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 WorkflowThe Navigator Workflow
BorrowingUsers search Navigator o ow gLibrary
Users search Navigator
WorldCati
LendingLibrary
User Navigator
![Page 13: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/13.jpg)
13
The Navigator WorkflowThe Navigator Workflow
BorrowingOnce an item is requested, Navigator chooses which libraries to query based o ow g
Librarychooses which libraries to query based on availability and group defined protocols
WorldCati
LendingLibrary
User Navigator
The Navigator WorkflowThe Navigator Workflow
BorrowingNavigator attempts to place a hold in the circulation system of the first o ow g
Librarythe circulation system of the first library
WorldCati
LendingLibrary
User Navigator
![Page 14: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/14.jpg)
14
The Navigator WorkflowThe Navigator Workflow
BorrowingIf successful the request is placed in a Navigator queue for the lending library o ow g
LibraryNavigator queue for the lending library to confirm availability and shipment
WorldCati
LendingLibrary
User Navigator
The Navigator WorkflowThe Navigator Workflow
BorrowingLending library staff print pick slips from Navigator or their circulation o ow g
Libraryfrom Navigator or their circulation system and search the stacks
WorldCati
LendingLibrary
User Navigator
![Page 15: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/15.jpg)
15
The Navigator WorkflowThe Navigator Workflow
BorrowingFor requests found, staff ship the item and confirm in Navigator o ow g
Libraryitem and confirm in Navigator which checks the item out to the borrowing library
WorldCati
LendingLibrary
User Navigator
The Navigator WorkflowThe Navigator Workflow
BorrowingWhen the item is received at the borrowing library staff confirm o ow g
Libraryborrowing library, staff confirm receipt
WorldCati
LendingLibrary
User Navigator
![Page 16: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/16.jpg)
16
The Navigator WorkflowThe Navigator Workflow
BorrowingNavigator requests a temporary bibliographic record and item record o ow g
Librarybibliographic record and item record be created by the borrowing library’s circulation system
WorldCati
LendingLibrary
User Navigator
The Navigator WorkflowThe Navigator Workflow
BorrowingNavigator or the borrowing library system notifies the user that the o ow g
Librarysystem notifies the user that the item is available
WorldCati
LendingLibrary
User Navigator
![Page 17: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/17.jpg)
17
The Navigator WorkflowThe Navigator Workflow
BorrowingStaff check out the item to the user
o ow gLibrary
WorldCati
LendingLibrary
User Navigator
The Navigator WorkflowThe Navigator Workflow
BorrowingThe user returns the item
o ow gLibrary
WorldCati
LendingLibrary
User Navigator
![Page 18: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/18.jpg)
18
The Navigator WorkflowThe Navigator Workflow
BorrowingStaff return the item and confirm in Navigator which checks the item in o ow g
LibraryNavigator which checks the item in
WorldCati
LendingLibrary
User Navigator
The Navigator WorkflowThe Navigator Workflow
BorrowingStaff confirm the return of the item in Navigator which checks the item in and o ow g
LibraryNavigator which checks the item in and completes the request
WorldCati
LendingLibrary
User Navigator
![Page 19: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/19.jpg)
19
How Does Navigator Handle ExceptionsHow Does Navigator Handle Exceptions
• If a lending library cannot supply an item Navigator will try g y pp y g yother 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
DemonstrationDemonstration
![Page 20: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/20.jpg)
20
How Will Navigator Affect MeHow Will Navigator Affect Me
• Circulation
• Interlibrary Loan
• Cataloging
• Reference
• Collection Development and Acquisitions
If You Work in CirculationIf You Work in Circulation
• You will likely see a gradual rise in circulation when you implement 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 You will probably need more room on your hold shelf
• You may need to shift staff
![Page 21: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/21.jpg)
21
If You Work in Interlibrary Loan If You Work in Interlibrary Loan
• You will likely see a gradual rise in 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 CatalogingIf 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
![Page 22: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/22.jpg)
22
If You Work in Reference or Public ServicesIf 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 AcquisitionsIf 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, youmight want to check Navigator to see if another group memberalready has it
![Page 23: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/23.jpg)
23
What NextWhat 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• 90 to 120 days
• Preparation and Planning
• Configuration, Training, Testing
• Go Live
Preparation and PlanningPreparation and Planning
• WorldCat Navigator Planning Guide
Th URL i li t d th h d t
• Batchload webinar
• Q & A Session
• Assemble the teams
• The URL is listed on the handout
• Kick off meeting
• Holdings, workflow , and questionnaire webinars
![Page 24: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/24.jpg)
24
ConfigurationConfiguration
• In the configuration phase you will decide how you want 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
TestingTesting
• Navigator catalog
• Patron interface
• Routing protocols
• Circulation interactions
• Ill interactions
• Authentication
• End-to-end testing
![Page 25: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/25.jpg)
25
TrainingTraining
• Closing the gap
• CatExpress
• Fundamentals of electronic resource sharing
• WorldCat Resource Sharing
• WorldCat Navigator Train-the-TrainerWorldCat Navigator Train the Trainer
• Navigator staff interface functionality
• Tools and methods to train staff
• Trainers train library staff
Go LiveGo Live
• Market WorldCat Navigator to your users
• More material
• Easy to find
• Quick to get
• Be preparedto help usersto help users
• Turn it on
![Page 26: An Overview Of World Cat Navigator Slides](https://reader034.vdocuments.site/reader034/viewer/2022051609/5479af58b47959a9098b4835/html5/thumbnails/26.jpg)
26
Thank You!Thank You!
Questions?