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Hi, I'm glad you're able to join us for the Florida Library Navigator Kickoff. As
Melissa said, I'm Cathy Moloney and I'm with the Division's Bureau of Library and Network
Services.
This webinar will provide an introduction to the Navigator workflow. We'll visit both
the patron interface and the staff backend. We will also talk about the next steps after
the webinar and provide you with an overview of the implementation process. If you have
any questions about any part of this webinar, or the implementation process, please type
them into chat or after the webinar you can email me at the address on the screen.
First, we'll talk a little bit about terminology. As with any program, Interlibrary Loan has
its own language. The library that supplies the item is the
Lender, or the lending library. The library that's the borrowing library, or the borrower,
is the library that is requesting the item. If your patron comes in and would like to
request an item, you are the borrower and you request that item from the lending library.
Florida Navigator is the patron interface where the patron can submit the request themselves.
This is the URL for the Florida Library Navigator and we will be going out to take a look at
that in a little bit. The Navigator Request Engine, or NRE, is the
staff interface for request management. This is where your staff will go and process the
interlibrary loans for both borrowing and lending.
So, what is Navigator? Navigator is a service that provides Interlibrary
Loan within the state of Florida and beyond. The service manages a variety of items such
as books, articles, cds, dvds and creates a discovery to delivery tool that saves time
for library patrons and increases efficiency for library staff.
Let's start with a review of what Navigator does. Navigator makes the libraries in Florida
look like one big library with many branches. Patrons first search Florida Navigator to
find items. Once the patron finds an item, they can place the request within Navigator
and the request goes to any library within the Navigator group. When a request comes
to the library that owns the item, known as the lending library, the staff fetches the
material and the material is then sent to the patron's library, known as the borrowing
library. Let's look at the Navigator workflow now.
In the next few steps we will show you how a patron can request an item though ILL themselves,
which is called patron initiated requesting. Patron initiated requesting can save time
for you since your patrons will submit their requests on their own. But you do not have
to set this up in Navigator. If you prefer, you can set up Navigator so that you place
the request on behalf of the patron. First, a patron searches the Navigator catalog. When
they find an item that they would like to request, they simply click on the request
button. If the item can't be filled from one of our Navigator member libraries it can roll
over to resource sharing. This is what the Florida Library Navigator
looks like and where your patrons will go to search for books, dvds, cds, etc. Let's
go out to the catalog now to see how a patron will search for an item.
When Navigator comes up you'll see a search box in the middle of the screen. This is where
the patron will type in the title that they want to search for. The second box will allow
us to search just Florida Navigator libraries or to broaden the search to search to libraries
worldwide. Let's go ahead and do a search for Hoot.
This will come up with a list of items dealing with my search topic and as you scroll down
you can see the different items that are available. We have books available; there is the movie
and the audiobook. I'm just going to go back up here and click on the first title. This
will go into the record and provide me more information about the book. It provides me
with a brief description of the book, and I can scroll down and see what libraries own
the item. This list comes up by geographic location that is closest to you. Now, this
is just a list of libraries that own the item. Your patron can look at this list but they
do not have to remember what libraries have it and they do not have to choose which libraries
the request will go to. The system will do that automatically. What your patrons will
do now, is simply click on the "request item" button located over toward the right hand
side and this will place the ILL request for them. They will then be taken to the authentication
page. So now that we are here, I'll simply select my library from the drop down box (or
you can type it in) and click continue to get to the final patron authentication page.
And as I said earlier, you don't have to have the patrons submit the ILL requests themselves
you can always do it on their behalf. If you do want to send it on their behalf, they'll
skip this step, but I'm going to go ahead and put in my library card number and my PIN
and I'll log in as if I was going to request this item. Ok, I'm logged in and you can see
that it prefills a lot of the fields for the patron and that I also have some additional
fields in here. These fields at the bottom are customized to what your library would
like to have. For instance, we wanted to add this pick-up field. You'll also see that there
is an option to have some fields marked with an asterisk. Those would be your required
fields. These are all set up through the implementation process. Now, the patron simply clicks "continue"
to place the request . . . . but I'm not going to do that right now since we are live. Before
I go back to the slides I want to pause for a minute and see if there are any questions.
The Navigator Workflow Now, let's talk a little bit about the Navigator
workflow. When an item is requested in Navigator, Navigator checks to see which libraries have
the item available, and decides which library to send the request to first. As I showed
you earlier, those lists of libraries under the item are not necessarily the libraries
that the request will be sent to first, it's just simply a list of who owns that item.
Some of those libraries might not have that item available, so Navigator wont even send
the request to them. Navigator will set up a lending string of all the member libraries
where the item is available. The lending string is a list of libraries that own the item that
is requested. Many different rules are used by Navigator to set up the lending string.
Among them are load balancing, geography and library size. Load balancing means that the
system will distribute the requests so that the same libraries are not overburdened.
The request is sent to the first library in the lending string. Navigator will put the
request in the new request cue for the lending staff.
At this point, the library staff at the lending library prints a pick slip from Navigator.
A pick slip is a list of items that other libraries would like to borrow from your library.
Then staff from the lending library will check the shelves and retrieve the item.
For the items that have been found, the staff ships the items to the borrowing library and
confirms the shipment in Navigator. Staff will check the item out to the borrowing library
in the lending library's circulation system and ship it to the borrowing library. The
red arrow on the screen shows the shipment between the lending library to the borrowing
library. When the borrowing library receives the item,
staff will confirm receipt in Navigator. If you choose, you can create a temporary
bibliographic record for the ILL item and staff can use the library's circulation system
to check the item out to the patron. By creating a temporary bib record in your system and
checking the ILL item out to your patron, all of your patron's items will be listed
in one place. Once the item is received from the lending
library, the borrowing library notifies their patron that the item has arrived.
When the patron comes to the library to pick up the item, the staff checks it out in their
library's circulation system. The patron then returns the item on time,
as they do with all of their library materials, and the borrowing library staff sends the
item back to the lending library and confirms the return in Navigator. If the borrowing
library created a bib record in their circulation system, the staff will need to check the item
in and delete those records. When the item gets back home to the lending
library, staff confirms the return and Navigator completes the request. The lending library
staff checks the item back into their circulation system and shelve the
So, just to recap the request lifecycle. A patron searches for and submits a request
through Florida Library Navigator, or library staff places the request on the patron's behalf
through Navigator. The lending library that receives a request
ships the item to the borrowing library. The borrowing library will receive the requested
item and put the item on hold for their patron. The patron brings the item back and the borrowing
library returns the item to the lending library. The lending library checks in the item and
changes the status in Navigator and the request is now fully completed. A message in NRE,
which is the staff interface for Navigator, will indicate the action is successful and
that the request is completed. Now. . .let's take a look at NRE, the Navigator
Request Engine. As I said, this is the staff interface for Navigator requests. You can
see all of the requests that have been made by your patrons, as well as the requests that
have been sent to your library to borrow items. Once you have decided to join us and have
completed the implementation steps you will receive training in this interface but let's
take a quick look at it. This is the main homepage for NRE. Staff will
interface with this page quite a bit for the request management. As you can see there is
a column for both borrowing and lending. You are asked to do both borrowing and lending
to other Navigator member libraries. Off to the left hand side there are also additional
links that will be useful for you. The first one is the search link where you
can search the catalog from NRE and place requests for patrons on their behalf.
And as you look down, you'll also see another link that says 'report a problem'. This link
will allow you to report a problem directly to OCLC if you are having a problem with Navigator,
the NRE or if you simply have a question on how something works.
The second to the bottom link offers some online help. We are also working with OCLC
to create some training videos that we will make available here
And, if you use the statewide ground delivery service, the last link will take you to the
Tampa Bay Library Consortium's website. This is a little closer view of the different
cues in the NRE. As you can see, we have the borrower on the left and the lender on the
right. The patron will place the request and the request will come into borrowing cue.
As you process it, it will move down, eventually ending in the final shipped cue which means
the lender has shipped the item to you. On the lending side, you can see the requests
that are being submitted to you from libraries who would like to borrow your material. They
will first fill in the 'new request' cue and then after you've checked the shelves, it
will move to 'will supply' and so on down the line to where you ship it out to the borrowing
library. It remains in shipped until they send it back and then you mark it as returned
it and put it back on your shelf. You will get hands on training for this just before
you go live so we won't go any deeper into it.
Let's do another recap about the InterLibrary loan request. Patrons can search for and request
items in Florida Navigator by going to floridanav.worldcat.org. NRE is the staff interface for request management.
It is used for both borrowing and lending functions. Library staff only has access to
the requests made by their patrons and you only have access to the requests sent to you
by other libraries. And remember, detailed hands on exercises and training will be provided
to you once your library has completed After this webinar you'll receive a welcome
email. Please look for this email and if you do not receive it contact me and I'll make
sure it gets resent. The email will come from worldcatnavigatorim@oclc.org and from our
experience it will sometimes show up in your junk mail or your spam folder so please check
there first. Once you receive the email, please reply to it so that we know that you have
received it. This email is the first step in becoming a
Navigator library and it will include the components for the implementation process.
The first is the questionnaire file. This is where you'll set up your policies, your
shipping addresses and information on what you are willing to lend out to other libraries.
Many of the features of Navigator are customizable and this questionnaire allows us to set those
customizations up for you. Should you want to make any changes to these customizations
after you've gone live, all you need to do is contact us (and don't forget there was
that 'report a problem' link on NRE that you can use as well).
The next step of the implementation process is the batchload process. By participating
in
Navigator you are eligible for one free batchload. This is where you'll send your cataloging
records to OCLC to be put into Worldcat. Worldcat is where Navigator will go to see which items
you have that are available to be lent out. These are the items that you will want to
keep up to date in Worldcat. You will attend a two part webinar that will be listed on the calendar that you will receive
in the email and this will tell you how to process those holdings and send them to OCLC.
The next step is authentication. This allows your patrons to log into the Navigator service
and send the ILL requests directly themselves. This is an optional step; if you would prefer
to place the request on behalf of your patron, this step can be skipped. At the bottom of
the email is the web address for the Florida Library Navigator website. This website will
provide you with everything you need to know about Navigator and the implementation process.
I also provide updates to any changes that may be happening, so you will be added to
my Navigator mailing list. The next step will be training and testing. You will have your
hands on training and OCLC will do some behind the scenes testing, and then the following
week you will be ready to go live with Navigator. So that is Navigator in a nutshell. I want
to encourage all of you to join us in using Florida Library Navigator. The libraries that
are currently using it seem very pleased. They have found that their patrons enjoy not
only the fact that they can place their own requests
but that they can track them as well. Staff love the fact that it keeps the paperwork
to a bare minimum and that you can set up Navigator to fit your individual policies
and procedures. For instance you can limit the number of ILLs a patron can request at
one time and you can limit patrons from requesting if their account is delinquent.
If you have any questions about what I've gone over, please type them into chat. While
you are doing that I'll ask Tom Miller from OCLC to say a few words and to go over anything
that I may have missed. Thank you for attending. If you have any questions please
don't hesitate to contact me at the email address on
the screen. You can also contact the Navigator
Implementation team at WorldCatNavigatorIM@oclc.org.