Preparation and planning for WorldCat Navigator

These resources provide information on how to prepare for and plan your implementation of WorldCat Navigator and determine whether you need a batchload project.

When planning for your implementation of Navigator, please consider the following:

  • Is your library willing to host its own implementation of EZproxy software to authenticate remote users? (For more information on EZproxy, please go here.)
  • Is your ILS (Integrated Library System) hosted by your ILS vendor or by another third-party agency? (For information on Integrated Library Systems supported by WorldCat Navigator, please go here and click on Circulation Integration.)
  • Does your library use the SIP protocol? (The SIP protocol, or Session Initiation Protocol, is a text-based transmission protocol incorporating many elements of HTTP, the Hypertext Transfer Protocol.)

If you have further questions, contact your OCLC representative. For additional information on planning for your Navigator implementation, please see the WorldCat Navigator Planning Guide. (Click on Plan and Implement, below.)

Plan and Implement

WorldCat Navigator Implementation Planning Guide 
(PDF, 22 pages)
Guides your group through its WorldCat
Navigator implementation process. Its content and the information you begin to
define with it serve as a bridge to move you through early planning, configuration,
and rollout.

Questionnaires will be distributed to your library by your OCLC Implementation Manager to gather information needed to prepare your library to use WorldCat Navigator as your consortial borrowing solution.

Batchload

Order Checklist for Bibliographic Batchload
(PDF, 7 pages)

In order to use WorldCat Navigator or WorldCat Local most effectively, it is vital that the holdings for your library or consortium be represented in WorldCat. This can be accomplished with a Batch Reclamation or Retrospective project. The Batchload Checklist assists you in obtaining data about your records that helps you complete the order form.

Place your order through the form in the OCLC Online Service Center. If you do not already have an account with the Online Service Center, you need to create one there before ordering.

We recommend that you request on the order form that your library's records be returned with the OCLC number added in the field that you specify. When your project is complete, your records can be loaded back into your local system.


Batchload Solutions for Bibliographic Records Quick Reference
(PDF, 7 pages)

The Batchload Solutions for Bibliographic Records Quick Reference is an excellent resource that provides information on various types of batch projects, information on sending files of records, and the types of reports that are delivered when the project is completed. It also explains how OCLC processes the records that your library sends and the importance of indexing OCLC numbers in your local system.

Get assistance for WorldCat Navigator

For questions or problems, contact your nearest OCLC office.

Comments? We'd like your comments and suggestions about this Support page.

WorldCat Navigator provides seamless resource sharing within your library consortium and beyond. The service manages returnable and nonreturnable items, and integrates with internal circulation systems and the wider OCLC resource sharing network to create a superior discovery-to-delivery tool. If you are currently implementing WorldCat Navigator in your library or consortium, contact your OCLC Implementation Manager with any questions.