Questionnaires to be completed by each library.

1. This spreadsheet contains all the worksheets for the additional information we need that is not in
Each worksheet is labeled to guide you. The only libraries which are required to fill out the last tw
Sirsi Unicorn or Symphony ILS and will be interoperating with Navigator via their Z39.50 server.
Worksheet 1: INSTRUCTIONS (this worksheet)
Worksheet 2: Institution Entities Instructions
Worksheet 3: Institution Entities
Worksheet 4: Availability Terminology
Worksheet 5: Shelf Locations Instructions
Worksheet 6: Shelf Locations
Worksheet 7: Sirsi Z39.50 Locations
Worksheet 8: Sirsi Z39.50 Statuses

2. ation we need that is not included on the questionnaire itself.
quired to fill out the last two worksheets are those libraries who are using a
r via their Z39.50 server.

3. The worksheet labeled "Institution Entities" is used to collect the information that OCLC will use to populate
Instructions:
Institution: At the top of the spreadsheet, please enter the general institution name, such as Northeastern University,
Please fill in the spreadsheet with the appropriate details for all of the entities within the institution that play a role in
These entities may be:
• A borrowing agency that receives and returns loaned items. Patrons will “belong” to a borrowing agenc
• A lending agency that will use NRE to ship requested loan items and manage the check-in of the materia
• A location to which patrons may request items to be sent for pickup.
A single entity may perform one or more of these rolls. However, it only needs to be listed in the spreadsheet once.
Explanation of spreadsheet fields:
Name – The name of the entity that will manage requests on behalf of users, lend items or serve as a pickup location.
Library Type - Public, University, State or Special. If none of these types describes your library, enter a generic ter
Function – Choose the function the entity will perform for consortial borrowing:
• Borrowing and Lending
• Lending
• Borrowing
• Pickup
This list is in priority order. If the entity performs more than one function, choose the one that comes first in the list.
Display Name – A shorter form of the entity name. This name should be 40 characters or less. This is the name used
You do not need to assign a display name to a pickup location that doesn’t also act as a borrower or lender.
Address: Delivery – The address to which items you borrow should be sent. Fill in as many fields as appropriate. If
Address: Return to – The address to which items you lent should be returned, if different than the Delivery address.

4. Any other data – Notes or information you think should be considered in configuring the location.

5. e Lending.

7. NRE Entities 05/26/2010
Institution:
Function
"Borrowing , Lending, Pickup"
"Borrowing and Lending only"
"Borrowing and Pickup only"
Library Type "Lending and pickup only"
(Public, "Lending only" Delivery Address: Delivery
Name University, State, "Borrowing only" Display Name (up Organization or Building Delivery Address: Delivery Address: Delivery Address: Address: Delivery Address:
(240 characters) Special) "Pickup only" to 40 characters) Name Street PO Box City State Zip Code

8. NRE Entities 05/26/2010
Institution:
Delivery Return Address: Return Return Return Return
Name Address: Organization or Return Address: Return Address: Address: Address: Address: Address:
(240 characters) Telephone Building Name Street PO Box City State Zip Code Telephone Any other data

9. In order to determine if a requested item is available at your library, NRE needs to
know the availability and status terms or labels that your ILS uses. In the table
below, please list all the availability status terms used in your catalog (such as On
Loan, On Shelf, Missing) and indicate if items with that status can be requested by
other members of your consortium. Additionally, whether an item can be
requested from your library may depend on the combination of status AND shelf
location, we provide a column for you to indicate when this interdependency
exists in your lending policies.
Availability Status Shelf Location Available to Consortial Borrowing? (Y/N)

10. Shelf Location Spreadsheet
When the Item Availability Service searches your OPAC and indicates to NRE that an item is available at a certain shelf locatio
NRE matches the shelf location to an NRE entity which performs lending functions. This is how the lender lists are built.
The shelf locations are the text that shows in the Location column in your OPAC.
This example is from the Boston Public Library:
The purpose of this spreadsheet is to collect the shelf locations for your institution and link them to an entity on the Institution E
Do not include shelf locations of non-circulating items. If in doubt or if some items circulate and others don't, the shelf location
You may be able to get a complete list from your OPAC system administrator or from your OPAC vender.
Instructions:
Shelf Location: The exact text from your OPAC. Do not include any beginning or ending spaces.
Entity Name: The name of the entity (from the Institution Entity spreadsheet) that will manage the lending
It is expected that the same entity will manage numerous shelf locations.

11. e at a certain shelf location,
ender lists are built.
entity on the Institution Entity spreadsheet.
s don't, the shelf location should be included.
e the lending of items in the Shelf Location.

12. Institution:
Shelf Location (from OPAC) Entity Name

13. Instructions:
Library: In the Library field, enter the location name as your Z39.50 servers displays it in the 926a tag .
Examples are: ONLINE, LRL, DHHILL
If none of the items in a library circulate, do not include it in this list.
Description: Enter a description of the library name as you would like it to appear when WorldCat Navigator displays your
holdings. This is needed because the 926a tag is frequently a code rather than a full name.
Location Description

14. 926a tag .
dCat Navigator displays your

15. Instructions:
Library: In the Library field, enter the location name as your Z39.50 servers displays it in the 926b tag .
Examples are: ONLINE, LRL, DHHILL
If none of the items in a library circulate, do not include it in this list.
Description: Enter a description of the library name as you would like it to appear when WorldCat Navigator displays your
holdings. This is needed because the 926b tag is frequently a code rather than a full name.
Status Description

16. 926b tag .
dCat Navigator displays your