Patron Self-Serve Interlibrary Loan User Guide
Contents
1. EAST GWILLIMBURY PUBLIC LIBRARY OS User Guide for Patron Self Serve Interlibrary Loan from library home work or school from anywhere there is internet access Place Interlibrary Loan requests using the INFO patron interface anytime anywhere e r Sign In Procedure 1 Use your browser to go to http info vdxhost com en zportal Search Standard Search Advanced Search 4 Search History v tario My Account eae eased Welcome to Information Network For Ontario Select My Requests Sj gn In The INFO system is the virtual bibliographic catalogues and Interlibrary Loan system of Ontario public libraries in partnership with Ontario Library Seruce North and Southern Ontario Library Service with support from the Ministry of Culture Ontario Library Service North Service dos biblioth ques de l Ontario Nord Snus Library Servius Select Standard Search to search as a guest Select Sign In to issue Interlibrary Loan requests Patrons must pre register with their local public library for this service 2 Once connected select Sign In on the left side panel of the Welcome screen Enter your User ID and password Passwords are case sensitive so be aware of upper or lower case entry You can change your password NOTE User D and password are provided to you by library staff when you register with your library for a ZPortal account Authen2. My Account Account Details Edit My Account Contirm Password Update Password Saved List First Name s Jim Saved Searches Create Request Last Name Checkitout i Email Address Category Manual Authorized Patron Joining Date 16 Feb 2006 Banned in VDX No Default Pickup Location Ending an INFO session When you wish to end your session select Sign Out under My Account in the left side panel Renewing a request loan period You need to contact library staff to request an extension on a loan period of an interlibrary loan item Telephone or email library staff and provide the title and the INFO system request ILL number EGPL Interlibrary Loan Contact Information Telephone 905 836 6492 Email infoEGPL primus ca Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 15 of 15
3. Formats eliektoseroll list options Z Z OZ OZ OZO OOOO C Report be Large Print Book a O Braille Book Selectall Clear all 3 The original result set of 21 is reduced to the selected format In this example 3 Large Print results and 18 results filtered out because they are not Large Print Format Large Print Book Date 004 Collection INFO Union Fe 4 Save E Details Get it A T istan bet Robert L n Format Large Print Book Date 204 Collection INFO Union Catalogue al Save E Details B Get it 3 The Tristan betrayal Robert Ludlum Format Large Print Book Date 2004 Collection INFO Union Catalogue Status Total Hits Total Returned Total Filtered Duplicates Search Complete 3 3 18 0 Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 10 of 15 Search History OPTIONAL It is not necessary but you have the option to view a history list of the searches you have performed during your logged in session When you end your session by signing off this history is cleared 5 You can view this list by selecting Search History under Search in the left side panel a You can Re Run a search from History or Edit it by changing some of the details or the profile used to search against search History Choose from the options below to edit or re run your search Search Term Any Equal Word hair and Any Equal W
4. Heading ra and v PowerSearch Checking Search Status OPTIONAL It is not necessary but you have the option to select Search Status under Results in left side panel to determine how many results you have and from which catalogues INES 2x0 Search Standard Search Advanced Search Results Search Status Search Status Presenting Result contains 34 out of 34 hits Search History Target Status Results egg aay a ee rg oir ee INFO Union Catalogue Or 17 17 17 Sori Options Bradford West Gwillimbury Public Merge Duplicates Library Error 0 T 0 Search Status arag Georgina Public Library Condet 0 0 0 My Account Stee Saved List Toronto Public Library Complete 13 13 13 Saved Searches Whitchurch Stouffville Public search Create Request 0 0 Wi fiasilcete Library Complete Search Profiles Barrie Public Library separ 1 Account Details i Ny M i Sign Out Huntsville Public Library Connecting 0 0 0 Help Oshawa Public Library antl z z J omplete Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 8 of 15 Merging Duplicates in the search Results OPTIONAL It is not necessary but you have the option to Merge Duplicates under Results in the left side panel Merge Duplicates Click on the Merge button to merge duplication in the Number of records to Merge max 1000 search results a Note there are 22 unique records and 12 duplic
5. in to INFO Selecting a Search Profile amp Users should always start a search with their logical get started profile You only need to select a different profile in the list IF you do not get the desired results from your get started profile Open the Current Profile drop down list and select the one that best represents your geographic area or contains your home library s catalogue Your best get started profile is SOLS Simcoe York shared Standard Search Open Current Profile List Current Profile SOLS Toronta Kawartha 401 Area share d Search Term Collections Cobourg Public Library INFO Union Catalogue Kawartha Lakes Public Library Oshawa Public Library Pickering Public Library Port Hope Public Library Toronto Public Library Whitchurch Stouffville Public Library Select All Deselect All EERIE EEE eB Example A user whose is registered with Whitchurch Stouffville Public Library would use the SOLS Toronio Kawartha 407 Area shared profile as their get started profile Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 2 of 15 Standard Search A standard search is key word appearing anywhere within the bibliographic record You can enter words randomly in any order or you can term browse words in a specific order by putting quotation marks around the words Results are more specific depending on
6. what you enter TIP The more you enter the less you get By adding author s surname to a few key words in a title you get more precise results Example Suppose you know that Nancy Friday wrote a psychology book about mothers and daughters and searching for identity but you are not sure what the exact title is You can combine key words from the TITLE and AUTHOR in a Standard search Standard Search Current Profile SOLS North and East of 400 shared v Search Term mother daughter identity Friday GO Advanced Search Advanced search uses selectable fields and Boolean operators to retrieve more precise results For instance if you want to view only psychology books on mother daughter relationships you can retrieve that using Advanced Search and Boolean operators Advanced Search Field Search Term Operator Subject Heading mothers and daughters and PowerSearch Subject Heading Women Psychology and w PowerSearch Subject Heading RESET PowerSearch Refinement P Fr Oon or Records per page 10 GO Standard Search Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 3 of 15 Double Check for Home Library Results Users should always check the EGPL catalogue to verify if an item is locally held before placing an interlibrary loan request Patron requests for an item that is locally owned will not be processed into the system unless library staff determ
7. ates in the 34 hits in our miniature schnauzer example search after they have been merged Page 123 Next Status Total Hits Total Returned Duplicates search Complete a4 oe 12 Sorting Search Results OPTIONAL It is not necessary but you have the option to select Sort Options under Search Results in the left side panel to arrange your results in the manner you wish Perhaps you want to see if there are several titles by the same Author or you would like to sort by Date so the most recently published items are at the top of the list Quick Sort Index Title w Author Title Advanced Sort Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 9 of 15 Using Filter Options OPTIONAL You can filter bibliographic search results by format language and audience level In Standard Search you can filter on a result set In Advanced Search you can specify filters before executing the search Example Finding a Large Print edition of Tristan Betrayal by Robert Ludlum 1 Enter few key words from title and author in a Standard search Search Term tristan betrayal ludlum 2 AFTER the result set displays select Filter Options under Results in left panel Select Format s to open the option list Use Clear all and then select Large Print Book Filter Options Limit results by date Specific year li WY Range of years from ea yryY to YYYY
8. books Previous Record flick on an item to petorm a search for similar records Imprint Description Notes Subjects flick on an item to petorm a search for similar records Record Details Record 4 of 10 Collection INFO Union Catalogue Next Record Save Get it My mother my self the daughter s search for identity Nancy Friday Friday Nancy New York Delacorte Press c19 xvi 445 p 24 cm Bibliography p 441 425 Love Maternal Mothers and daughters Sex Psychology Women Psychology Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 5 of 15 Creating a Request from Search Results If you want to place an Interlibrary Loan request select a record from the search results by using the Get it link Occasionally you may need to change the default service of Loan to Copy IF you are only requesting photocopies of pages from a journal There is rarely anything you need to add to this form Just select SUBMIT either at the top or bottom of the form and your request will be issued rr Service Loan Copy Copyright Type ka Using the pyrig it yI lLO a T 3 Get iu E Title of Book Stories from the motherline HAN FERUS h Subtitle reclaiming the mother daughter bond finding our f this Request Item form Authoris Editoris Lowinsky Naomi Auth Sponsoring Body If you only req
9. ecting Cancel link on the request itself SEE Cancel 2602925 Marie Antoinette Lasky Kathryn Pending i F E wt A Te ET i A GF ey ae E r ie e E ee 4 1 aa L i L 3 4 oly om F mber 2602925 Marie Antoinette Lasky Kathryn _ Cancelled Cancelled requests are stamped Request No Longer Required Request No Longer Reguired eeded by 30 Oct 2009 Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 12 of 15 How is your request doing 8 Select My Requests under My Account in left side panel to see the requests you have in the system You can have the results sort by Request Title or Author and you can specify 5 10 15 20 records per page You can see the request in more detail by selecting View B My Account My Requests Requests List Requests List T requests found Page Previous 1 2 Cancels View D UPE neat UME Ena Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 13 of 15 Interpretation of Request Status Status Status Status Status Status Status Title New means that the request has not yet been fully processed into the VDX system by Ontario Library Service ILL Unit staff Pending means the request is pending action from a potential lending library Cancelled means that a cancellation was submit
10. ine that the locally held copy s are missing damaged or otherwise not available for loan from the local collection If your library is a standalone catalogue in the INFO system you can check search results 8 After the results appear on screen you can have your home library search results if any come to the top of the screen by selecting the library name link For instance if your home library is Whitchurch Stouffville Public Library you can see that they own a copy and you would not request an interlibrary loan You would instead go through your home library to borrow the locally owned copy Search Results Get More Hits Save Search search for Any Equal Word mother and Any Equal Word daughter and Any Equal vWord friday in Barrie Public Libraty Bradford West Gwillimbury Public Library Georgina Public ion Catalogue Oshawa Public Library Toronto Public Librar E Stoufiaille Public Library 1 My mother my self the daughter s search for identity Date 1977 Collection Whitchurch Stouffville Public Library Save E DetailsS Get it S 2 My mother my self a daughter s search for identity Nancy Friday Date Unknown Collection INFO Union Cataloque Save E Details S Get it S 3 My mother my self the daughter s search for identity Nancy Friday Date 1997 Collection INFO Union Cataloque Save E DetailsS Get it S 4 My mother my self the daughter s search for identity Nancy Friday Date 1977 C
11. inst all the possible search profiles You can still submit a request for it 5 Select Create Request under My Account in the left side panel This will bring up a blank form for you to fill in 5 It is mandatory to fill in Title and Author You may not know other publishing details D IMPORTANT Add extra information in the Additional Information section such as read a review in Toronto Globe and Mail in March 2008 saw author interviewed on Oprah TV show last week this is not a brand new book but possibly published within the past 5 years Requests submitted using the blank Create Request form are flagged in the system for library staff attention Library staff will try to verify the request and find lending locations Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 7 of 15 Optional Features for Working with Search Results There are additional features for working with your search results that you may find handy to use However they are COMPLETELY OPTIONAL Using to expand search terms OPTIONAL You may want to experiment with using the as a wildcard in your search This example is an Advanced subject search for a specific dog breed Adding an asterisk on the end of the word will cause the system to retrieve bibliographic hits with either the word schnauzer or the plural schnauzers in the subject heading Advanced Search Field Search Term Operator subject
12. ollection INFO Union Catalogue Save fl Details Get it gt Search results with Whitchurch Stouftville record pulled to the top of the list Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 4 of 15 Viewing Search Results To browse through multiple pages of search results select Page 1 2 3 Next at the top or the bottom of the screen Select the title hotlink or the Details link on the displayed result to see full details Search Results Get More Hits 3 Search for Any Equal Word life and Any Equal Word strategies and Any Equal Word mcgraw in INFO Union Catalogue Date 14999 2 Life strategies doing what works doin Format Book Date 1995 Collection INFO Union Catalogue Save E Details Get i Se Record Details screen s s s s You can navigate in full details mode using Previous Record and Next Record You can Save a particular record into a Saved List to print email or request later You can place an interlibrary loan request for an item using the Get it link You can select the Author and Subject hot links to search for similar records For instance if you select Mothers and daughters subject link you will get search results for every item that contains that subject heading in its record from the collections in the chosen profile Some of them are psychology books but some of them are children s picture
13. ord design Collections INFO Union Catalogue Edith Rerun QF Search Term Any Equal Word yoga and Any Equal Word for and Any Equal Word beginners Collections INFO Union Catalogue Edit Re unQ9 Saving the entire Search for future reference OPTIONAL It is not necessary but you have the option to use the Save Search link on search results to save the search for future reference Saved searches are saved indefinitely until the user deletes them 5 You can see your saved searches by selecting Saved Searches under My Account in the left side panel 5 You can Re Run the search as it was originally run or Edit the search to change how it was composed or to select a different search profile to run it against Saved Searches Choose fram the optians below to edit re run or delete your search Search Term Subject Heading Equal Word dog and Subject Heading Equal Word training and Subject Heading Equal Word puppies Collections Barrie Public Library Gradford West Gwillimbury Public Library Georgina Public Library Huntsville Public Library INFO Union Catalogue Oshawa Public Library Toronto Public Library VWhitchurch stouttille Public Library Last Used 8 03 39 PM on March 13 2006 Edt Rerun DeleteGe Example of Saved Search screen Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 11 of 15 saved List OPTIONAL It is not necessary but yo
14. ted for an item no longer wanted Shipped means that a lending library has agreed to lend the item and is shipping it to your library The item is on its way but has not yet arrived at your library Received means your library has received the item and is preparing it for loan Patron notification by email or telephone will occur to advise when and where the item is available for pick up Returned means that the item is being returned to the lending library SELECT VIEW TO SEE NOTE in front of the title means you should select the View gt link on the request to open full details screen Scroll down to the Notes section to see information provided by the library s interlibrary loan department Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 14 of 15 Changing your password You can keep the password provided to you by library staff or you can change it if you wish 1 Select Account Details under My Account in left side panel 2 Select Edit on the resulting screen 3 Make sure to select Update Password to create a tick mark 4 Enter your new password and then SUBMIT Make a note of your password somewhere If you forget your user password you will have to contact library staff to reset a password for you INF ari Search Edit Account Details Standar Search Screen where you can Advanced Search User ID OHAN 123 change your password Search History Password
15. tication Service Select the name of the Authentication Service you have a registered user account with from the drop down menu Your Authentication Service is East Gwillimbury Public Library TIP Type first letter of your home library name to advance on the list and limit scrolling Authentication Service git Example sign in of a user registered at Hanover Public Library Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 1 of 15 General Screen Navigation First screen after log in is always the Standard Search screen Left panel buttons are to choose an activity F11 toggles your browser tool bars On Off at top of screen in Internet Explorer d Browser BACK button is not used in INFO Search Standard Search NE Search Type the word or words you want to search You can search for a complete phrase by typing it in Standard Search quotation marks gone with the wind For more searching options go to the Advanced Search page Advanced Search Search History Standard Search My Account Current Profile INFO Union Catalogue shared Saved List Saved Searches Create Request Collections My Requests lt lt Search Profiles _ Searchable Collections Account Details n S Sign Out INFO Union Catalogue Help Search Term Select All Deselect All This ts the first screen that opens once you have successfully signed
16. u have the option to save specific records in search results to a Saved List to print email or request later Use the Save El link on the request result to save it to a file To view your saved items select Saved List under My Account in the left side panel 5 IMPORTANT Note The Saved List is cleared when you Sign Out of your session n My Account Saved List INFOQ 0 Search select tems in the saved list using the check box against each one Click the relevant button Standard Search ania email request or print the selected items The saved list is cleared when you log out Advanced Search Search History Saved List Results Search Results Sort Options Merge Duplicates Search Status Select all Bring to top Remove g E mail El Deselect alll Getit Ee Print Bl 1 Dont blame mother mending the mother daughter relationship Faula J Caplan My Account Y A ee E N mM eee ad Wiha Date 1989 Collection Whitchurch Stouffville Public Library Saved reia LI Remove EE Email Gerit E Prite Details Ca Create Request M RAIRE 2 Stories from the motherline reclaiming the mother daughter bond finding our Search Profiles feminine souls Account Detai Date 1992 Collection Georgina Publie Library Sign Qut ii Remove E Emad cete Prite Details P Cancelling a request If a request is New or Pending has not yet been shipped by a lending library you can cancel it by sel
17. uire a copy of part of this tem then please enter details here mome ChapterAricle Paper Title of oo i SY ChapterArnicle Faper Date Published 1 gap Volume Issue Series tithe and numbering Publisher J P Tarcher Place of Publication Los Angeles Edition tem Description 229 p ISBN 0 6747 7 680 5 ISSN Reference Source Georgina Public Library GINA Material Type Monograph This item is not needed 33 SEP 2006 after Special Instructions Southern Ontario Library Service User Guide for Patron Self Serve Interlibrary Loan 6 of 15 Confirmation that request was successfully submitted After you use the SUBMIT button the INFO system will respond with Your request has been successfully submitted and will assign an ID number to your request New Request Your request has been successfully catalogued The system has assigned an id of 2586143 to the request Use the My Requests option to track the status of this request Request Details Request Number 2506143 This item is not needed 23 SEP 2006 after Special Instructions DEF CN TIP Itis not necessary to print the request confirmation or make a note of the request number You can browse the requests that you have in the system anytime you like without knowing the request ID numbers Just sign in to your account Creating a Request from scratch Occasionally you may not find an item after searching aga
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