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What We’ll Cover Today: Introduction to the Navigator Workflow Patron Interface (Worldcat / Florida Navigator) Next Steps Overview of Implementation Process Questions? Cathy Moloney, Division of Library and Information Services, State Library of Florida,
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Welcome to the Florida Library
Navigator Kickoff!
What We’ll Cover Today:
• Introduction to the Navigator Workflow• Patron Interface (Worldcat / Florida Navigator)
• Next Steps• Overview of Implementation Process• Questions? Email Cathy Moloney, Division of Library
and Information Services, State Library of Florida, [email protected]
Terminology:
• Lender / lending library – the library supplying the item; you are the lending library when you supply something to another library.
• Borrower / borrowing library – the library requesting the item; you are the borrowing library when you request something from another library.
• Florida Navigator– the patron interface where patrons submit requests; http://floridanav.worldcat.org/.
• NRE (Navigator Request Engine) – the staff interface for request management.
What is WorldCat Navigator?
WorldCat Navigator provides:
• Interlibrary Loan within the state of Florida and beyond.
• Discovery to delivery tool.
• Manages returnable and nonreturnable items.
• Reduces staff work and time.
WorldCat Navigator:
• In a nutshell, Navigator makes Florida’s libraries LOOK like one big library with many branches.
• Patrons search one catalog for the whole group.
• Patrons request material anywhere within the group.
• Circulation staff fetch material.
• Material is sent to the right library.
• We call this consortial borrowing.
The Navigator Workflow:
Patrons Search Navigator
PatronWorldCat Navigator
Borrowing Library
Lending Library
What does Navigator look like to your patrons?
Florida Library Navigator - http://floridanav.worldcat.org/
The Navigator Workflow:
Once an item is requested, Navigator chooses which libraries to query based on availability and group defined protocols.
PatronWorldCat Navigator
Borrowing Library
Lending Library
The Navigator Workflow:
The request is placed in a Navigator queue for the lending library to confirm availability and shipment.
PatronWorldCat Navigator
Borrowing Library
Lending Library
The Navigator Workflow:
Lending library staff print pick slips from Navigator and search the stacks.
PatronWorldCat Navigator
Borrowing Library
Lending Library
The Navigator Workflow:
For requests found, staff confirm in Navigator and check the item out to the borrowing library. Staff ship the item.
PatronWorldCat Navigator
Borrowing Library
Lending Library
The Navigator Workflow:
When the item is received at the borrowing library, staff confirm receipt in Navigator.
PatronWorldCat Navigator
Borrowing Library
Lending Library
The Navigator Workflow:
Staff can create a temporary bibliographic and item record in the borrowing library’s circulation system.
PatronWorldCat Navigator
Borrowing Library
Lending Library
The Navigator Workflow:
The borrowing library notifies the patron that the item is available.
PatronWorldCat Navigator
Borrowing Library
Lending Library
The Navigator Workflow:
Staff checks out the item to the patron in their circulation system.
PatronWorldCat Navigator
Borrowing Library
Lending Library
The Navigator Workflow:
The patron returns the item.
PatronWorldCat Navigator
Borrowing Library
Lending Library
The Navigator Workflow:
Borrowing library staff return the item to the lending library and mark it as returned in Navigator.
PatronWorldCat Navigator
Borrowing Library
Lending Library
The Navigator Workflow:
Lending library staff check the item back into their circulation system and update the status in Navigator.
PatronWorldCat Navigator
Borrowing Library
Lending Library
NRE
• NRE is the staff interface for request management.
• It is used for both the borrowing and lending functions.
• Library staff have access only to the requests made by their patrons, or that have been sent to them as a lender.
• Detailed, hands on exercises and training will be provided once your library completes the required implementation steps.
What does Navigator look like to library staff?
NRE Borrowing/Lending:
WorldCat Navigator provides:
• Interlibrary Loan within the state of Florida and beyond.
• Discovery-to-delivery tool
• Manages returnable and nonreturnable items
• Integrates with internal circulation systems (if your system
is interoperable)
Request Lifecycle Overview:
1. Patron searches for and submits a request through the Florida Navigator, OR, library staff places request on behalf of the patron through NRE.
2. Lending Library SHIPS the request to the borrowing library.
3. Borrowing library RECEIVES the request, and puts it on hold for their patron.
4. Patron brings item back; borrowing library RETURNS item to the lending library.
5. Lending library CHECKS item into NRE, and the request is now fully processed!
Next Steps:
• After viewing this recording, contact us at [email protected] so we can email you the next steps.
• The email will contain: instructions on next steps, links to a checklist, and the required documents for the project.
• We do not send attachments in this email in case the email is routed to a junk, or spam, folder.
• Reply to the email you receive with your name and your library’s name.
• Be sure to add [email protected] to your list of email contacts or address book!
Questions?
You can contact the Navigator Implementation Team at: [email protected]
(OR)
Cathy Moloney at: [email protected]
Rick Scott, GovernorKen Detzner, Secretary of State
Florida Department of StateDivision of Library and Information Services
This publication has been funded under the provisions of the Library Services and Technology Act, from the Institute of Museum and Library Services, administered by the Florida Department of State’s Division of Library and Information Services.
