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WorldCat Navigator Configuration

These resources provide information on how to configure WorldCat Navigator.

If you have further questions, contact your OCLC representative.

Authentication

Authentication in the Navigator environment is accomplished with EZproxy.   EZproxy is a customizable software program that provides access to your library's licensed content for your remote library users.

It operates as an intermediary server between your users and your licensed databases. Users only have to authenticate once per browser session and are able to easily move between the WorldCat Navigator interface and local resource interfaces without having to re-enter login information.

These resources provide information on how to set up authentication of WorldCat Navigator using EZproxy.

WorldCat Navigator Authentication Presentations
(PowerPoint)
These PowerPoint presentations are used by OCLC staff to describe WorldCat Navigator authentication using EZproxy. They are presented to libraries at the beginning of their Navigator implementations. One presentation is for libraries that will host EZproxy on their own servers; the other is for libraries for which OCLC will host EZproxy on its servers. The presentations are provided here for library staff who want to view them again or want to use them to inform others, such as city IT departments or ILS vendors.

Getting Started with EZproxy
(PDF, 4 pages)
Provides an overview of EZproxy, a customizable middleware program that enables access to your library's licensed content for your remote library users.

EZproxy Upgrade Guide
(PDF, 2 pages)
You are encouraged to upgrade to the latest version of EZproxy, to stay current with the latest features. This Guide tells you how.

EZproxy Configuration Guide
(PDF, 14 pages)
Describes authentication and session management operations within WorldCat Navigator. Included are instructions for configuring your
downloaded EZproxy to allow session management via OCLC's userObject
API, plus detailed instructions on how to configure EZproxy to allow proxied
authentication between a library's remote user authentication systems (III,
LDAP, and Shibboleth) and the Master EZproxy server.

Navigator Request Engine (NRE)

The Navigator Request Engine (NRE) is the central and most visible component of the WorldCat Navigator service.  It is the staff interface for managing interlibrary loan and copy requests made via WorldCat Navigator.  NRE tracks requests through their complete lifecycle, providing information for both the item Borrower and the item Lender.  NRE allows you to:

  • Manage incoming requests from other libraries
  • Add and manage end-user accounts
  • Place requests for items
  • Run reports

Circulation Integration

Circulation Integration means that Navigator sets up a link between your ILS system and NRE (the Navigator Request Engine). This link, called the Circulation Gateway, automates many routine functions associated with circulation activities.  Rather than requiring librarians to check items in and out of a separate system, the NRE automatically takes actions in your local ILS system, employing whatever protocol is appropriate.

Using standard protocols, such as NCIP, SIP, SIP2 and ECIP, the Circulation Gateway translates messages and instructions between your institution’s circulation system (ILS) and NRE to enable WorldCat Navigator to automatically perform actions in the library’s catalog, such as placing holds and creating temporary bibliographic records.

These resources provide information on how to set up your Circulation Gateway for WorldCat Navigator.

Supported ILS Systems
When your ILS system is integrated with Navigator, many of the normal, day-to-day operations performed by your ILS system are automated seamlessly into NRE workflows.  For example, when a request from a Borrower reaches your library, NRE will search your catalog to determine if the item is in your collection, and it will also determine if the item is on the shelf and available.  If the item is in your collection and available, NRE will place a hold on the item, generate a Picklist for staff to retrieve the materials from the shelf, and then check the item out from your library when the item is shipped.

OCLC's WorldCat Navigator system currently interoperates with the following ILS systems:


Secondary Circulation Gateway Questionnaires
Please complete the questionnaire that is appropriate for your library's circulation system.

Secondary Circulation Gateway Questionnaire: NCIP Protocol
(MS-Word, 6 pages)
Provides detailed information about your library’s NCIP system and how it might interact with a circulation gateway to place holds on items from your collection. Return this completed online questionnaire via e-mail to your OCLC Implementation Manager.

Secondary Circulation Gateway Questionnaire: SIP2 Protocol
(MS-Word, 6 pages)
Provides detailed information about how your library uses the 3M Standard Interchange Protocol (SIP). This protocol is often implemented by circulation systems for interoperation with self-checkout machines from 3M®, Envisionware®, Checkpoint®, and other vendors. Return this completed online questionnaire via e-mail to your OCLC Implementation Manager.

Secondary Circulation Gateway Questionnaire: ESIP Protocol
(MS-Word, 7 pages)
This questionnaire asks you to provide detailed information about how your library uses the extended version of the 3M Standard Interchange Protocol, called ESIP. Return this completed online questionnaire via e-mail to your OCLC Implementation Manager.

Secondary Circulation Gateway Questionnaire: Milennium ILS system
(MS-Word, 8 pages)
This questionnaire asks you to provide detailed information about your library’s Millennium ILS and how it might interact with a circulation gateway to place holds on items from your collection. Return this completed online questionnaire via e-mail to your OCLC Implementation Manager.

NISO Circulation Interchange Protocol (NCIP)

Currently, only SirsiDynix systems use the NCIP Protocol for the exchange of messages between computer-based applications to enable them to perform the functions involved in lending and borrowing library items. For more information about NISO please go to: http://www.niso.org/home

NCIP Messages to Local Circulation Systems

The following document, NCIP Messages to Local Circulation Systems , describes the messages that the CircGateway component of Navigator sends to the circulation systems with which it interoperates.

Borrowing and Lending Agency Application Profiles

The following documents provide agreed-upon sets of behaviors, options and parameters that support the exchange of NCIP messages between the OCLC Interlibrary Loan Application and circulation applications operating on both the borrowing and lending sides of an interlibrary loan transaction.

ILLiad Integration

ILLiad Resource Sharing Management Software helps you automate routine interlibrary loan functions.  When used together with Navigator, ILLiad helps you fill requests that fall outside the normal lending process (i.e., requests that you cannot fulfill locally or from your consortium).  ILLiad replaces traditional paper requests and notifications with e-mail messages and RSS feeds.

If a library uses ILLiad and has installed or plans to install the latest version of ILLiad during its Navigator implementation, its users may place and manage both their NRE and ILLiad requests from a single patron interface.  

With Navigator-ILLiad integration, it is unnecessary for a library’s users to log out of Navigator and into ILLiad to place or view requests in ILLiad.

ILLiad integration
(PDF, 2 pages)
Provides step-by-step instructions for installing the ILLiad service to integrate with Navigator as well as information about Patron Authentication.

 

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.