User Guide - Welland Public Library
Contents
1. If you want to place an Interlibrary Loan request select a record from the search results by using the Get it E link Occasionally you may need to change the default service of Loan to Copy IF you were requesting photocopies 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 Request Item Service Loan O Copy Copyright Type MI Using the ae Get it Tithe of Book Stories trom the motherline link results in Subtitle reclaiming the mother daughter bond finding our f this Request Item form Authoris Editoris Lowinsky Maomi Ruth Sponsoring Body Ifyou only require a copy of part of this item then please enter details here Author of Chapter Article Paper Tithe of Chapter Article Paper Date Published 1992 Volume Issue Series title and numbering Publisher J P Tarcher Place of Publication Los Angeles Edition ltem Description 229 p ISBN 0 6747 bo0 5 ISSN Reference Source Georgina Public Library GINA Material Type Monograph This ttem ts not needed 23 CEP 2006 after Special Instructions Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 6 of 16 Place interlibrary loan requests using the INFO end user interface Confirmation that request was successfully submitted 5 After you2. Public Librar AR ENUE Stouffville ZUE Library 1 My mother my self the daughter s search for identity Date 1977 Collection Whitchurch Stouttville Public Library Save Details S Get it S gt 2 My mother my self a daughters search for identity Nancy Friday Date Unknown Collection INFO Union Catalogue Save Details SS Get it S gt 3 My mother my self the daughter s search for identity Nancy Friday Date 1997 Collection INFO Union Catalogue Save Details S Get it S gt 4 My mother my self the daughter s search for identity Nancy Friday Date 19 7 Collection INFO Union Catalogue Save fa Details SS Get it S Search results with Whitchurch Stouffville record pulled to the top of the list Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 4 of 16 Place interlibrary loan requests using the INFO end user interface 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 search for Any Equal Word life and Any Equal Word strategies and Any Equal Word megraw in INFO Union Catalogue McGraw Format Book Date 1999 Collection INFO Union Catalogue Save E Details Get it E gt Se Book Date 1999 Collection INFO
3. Service Select the name of the Authentication Service you have a registered user account with from the drop down menu where your user account is registered It is important to select the correct home library TIP Type first letter of your home library name to advance on the list and limit scrolling Authentication Service imensi Example sign in of a user registered at Hanover Public Library Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 1 of 16 Place interlibrary loan requests using the INFO end user interface 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 NEE rario Search Type the word or words you want to search You can search for a complete phrase by typing it in a ward Paa E 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 Search Profiles Account Details a Sign Out INFO Union Catalogue Help Search Term Select All Deselect All This Is the first screen th
4. Union Catalogue Save Details Get it Ee Record Details screen You can navigate in full details mode using Previous Record and Next Record You can Save ll 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 Ee link You can select the Author and Subject hot links to search for similar records ese o For instance if you select Mothers and daughters subject link you will get search results for everything with that subject heading in the record from the collections in the chosen profile Some of them are psychology books but some of them are children s picture books Record Details Previous Record Record 4 of 10 Next Record Collection INFO Union Catalogue Save Get it Ep Title My mother my self the daughter s search for identity Nancy Friday flick on an item to perform a search for similar records Friday Nancy Imprint New York Delacorte Press c1977 Description xvii 425 p gt 24 com Notes Bibliography p 421 425 Subjects Love Maternal Click on an item to Mothers and daughters perform a search for Sex Psychology similar records Women Psychology Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 5 of 16 Place interlibrary loan requests using the INFO end user interface Creating a Request from Search Results
5. saved indefinitely until the user deletes them You can see your saved searches by selecting Saved Searches under My Account in the left side panel 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 from the options 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 Bradford West Gwillimbury Public Library Georgina Public Library Huntsville Public Library INFO Union Catalogue Oshawa Public Library Toronto Public Library YYhitchurch Stouffville Public Library Last Used 03 39 PM on March 13 2006 Edit Ren DeleteGe Example of Saved Search screen Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 11 of 16 Place interlibrary loan requests using the INFO end user interface Saved List OPTIONAL It is not necessary but you 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 d IMPORTANT Note The Saved List is cleared when you Sign Out of your session
6. used to navigate Use zPortal navigation buttons Check Internet Explorer Settings Verify that the settings in Tools gt Internet Options gt Privacy tab are set to Medium or Low or at least that http info vdxhost com en zportal is set in the web sites to allow cookies 3 Verify Tools gt Internet Options gt General Tab gt Browsing History gt select Settings button Under Check for newer versions of stored pages Every time visit the webpage should be ticked Clearing browser cache It s a good habit to clear browser cache from time to time When it fills up it can affect performance Sometimes clearing the cache will clear up a problem Select Tools gt Internet Options gt General Tab gt Browsing History 3 Select Delete button Select Delete files button for Temporary Internet Files Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 15 of 16 re ca ar Search Standard Search dvanced Searc earch Histo My Account Saved List Saved Searches reate Request e Search Profiles Account Details Sign Out Hel Place interlibrary loan requests using the INFO end user interface Changing your password You can keep the password provided to you by library staff or you can change it if you wish Select Account Details under My Account in left side panel Select Edit on the resulting screen Make sure to select Update Pass
7. My Account Saved List INFQ 20 Search select items in the saved list using the check box against each one Click the relevant button caniad Search to remove email request or print the selected items The saved list is cleared when you log Advanced Search out Search History Saved List Select alllF Bring to top Remove AK E mail a Results Search Results Sort Options Merge Duplicates Search Status Deselect alll Getit El Print amp 1 Don t blame mother mending the mother daughter relationship Paula J Caplan My Account z eta idau Date 1989 Collection Whitchurch Stouffville Public Library A eauad Saurches d Remove EE Email Get it Ee Prite Detaile SS Create Request a aii Mu Requests 2 Stories from the motherline reclaiming the mother daughter bond finding our My Request Search Profiles feminine souls Account Details Date 1992 Collection Georgina Public Library Sign Out m Remove Z Emad Get it E gt Prnt Details gt Cancelling a request If a request is New or Pending has not yet been shipped by a lending library you can cancel it by selecting Cancel link on the request itself View 2602925 a Marie Antoinette Lasky Kathryn Pending 2602925 Marie Antoinette Lasky Kathryn Cancelled Cancelled requests are stamped Request No Longer Required Request No Longer Required 30 Oct 2009 Southern Ontario Library Ser
8. User Guide for placing Interlibrary Loan Requests Place Interlibrary Loan requests using the INFO end user interface anytime anywhere from library from home from work from school http from anywhere there is internet access Sign In Procedure Place interlibrary loan requests using the INFO end user interface 1 Use your browser to go to http info vdxhost com en zportal Select Sign In 2 Once connected select Sign IN on the left side panel of the Welcome screen a Enter your User ID and password Search Standard Search Advanced Search Search History My Account Saved List Create Request My Requests Restart Help Welcome to Information Network For Ontario The INFO system is the virtual bibliographic catalogues and Interlibrary Loan system of Ontario public libraries in partnership with Ontario Library Service North and Southern Ontario Library Service with support from the Ministry of Culture Ontario Library Service North Service Select Standard Search to search as a quest Select Sign In to issue Interlibrary Loan requests Patrons must pre register with their local public library for this service lower case entry You can change your password Passwords are case sensitive so be aware of upper or NOTE User ID and password are provided to you by library staff when you register with your local public library for a zPortal account Authentication
9. at opens once you have successfully signed in to INFO Selecting a Search Profile a Users should always start a search with their logical get started profile You need to select a different profile in the list to search against ONLY 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 Standard Search Current Profile SOLS Toronto Kawartha 401 Area shared Open Current Profile List 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 Libra EER AeA we Select All Deselect All Example A user whose is registered with Whitchurch Stouffville Public Library would use the SOLS Toronto Kawartha 407 Area shared profile as their get started profile Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 2 of 16 Place interlibrary loan requests using the INFO end user interface Standard Search A standard search is key word appearing any where 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 specifi
10. c depending on 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 want Dr Phil McGraw s book titled Life strategies doing what works doing what matters You enter Life strategies Results In 205 hits Youenter Life strategies Results In 37 hits Youenter Life strategies McGraw Results In 14 hits 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 Search Term mother daughter identity Friday 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 a Women Psychology a na PowerSearch subject Heading ng PowerSearch subject Heading RESET PowerSearch Refinement i O On Df Records per page 10 GO Standard Search Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 3 of 16 Place in
11. gina Public Library Coole 0 0 0 My Account ee Saved List Toronto Public Library Complete 13 13 13 Saved Searches Whitchurch Stouffville Public search Create Request 0 0 0 Library Complete My Requests Saarch Search Profiles Barrie Public Library aiei 1 1 1 Account Details eran ue Sign Out Huntsville Public Library Connecting 0 0 0 Help Oshawa Public Library o J 3 z omplete Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 8 of 16 Place interlibrary loan requests using the INFO end user interface 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 eS Note there are 22 unique records and 12 duplicates 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 S
12. ll try to verify the request and find lending locations Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 7 of 16 Place interlibrary loan requests using the INFO end user interface 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 itis COMPLETELY OPTIONAL if you use them 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 facilitates retrieving bibliographic hits with the word schnauzer or the plural schnauzers in the subject heading Advanced Search Field Search Term Operator subject Heading w and na 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 INFO Search Standard Search Advanced Search Results Search Status Search Status Presenting Result contains 34 out of 34 hits ee Target Total Fetched Requested ia _ Hits Hits Hits Results eet Goarch Resilte INFO Union Catalogue Complete 17 17 17 Sort Options Bradford West Gwillimbury Public Merge Duplicates Library Error D D D Search Status Gasik Geor
13. ogue A Save W Details S Get it Ep 3 The Tristan betrayal Robert Ludlum Format Large Print Book Date 2004 Collection INFO Union Catalogue A Save Details S Get it Ge Status Total Hits Total Returned Total Filtered Duplicates search Complete 3 3 18 0 Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 10 of 16 Place interlibrary loan requests using the INFO end user interface 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 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 fram the options below to edit or re run your search Search Term Any Equal Word hair and Any Equal Word design Collections INFO Union Catalogue Edit Re rnunQ9 Search Term Any Equal Word yoga and Any Equal Word for and Any Equal Word beginners Collections INFO Union Catalogue Edit Rerun 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
14. ort Index Title bi Number of rec Advanced Sort Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 9of16 Place interlibrary loan requests using the INFO end user interface 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 Wry Range of years from J YYYY to i ji YYYY a Large Print Book Braille Book Ki 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 Robert Ludlum Format Large Print Book 1 The Tristan betray Date 7004 Collection INFO Union Catalogue j Save E Details Get it E 2 The Tristan betrayal Robert Ludlum Format Large Print Book Date 2004 Collection INFO Union Catal
15. s 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 updated for VDX Zportal version 3 22 August 2009 14 of 16 Place interlibrary loan requests using the INFO end user interface Troubleshooting access problems Check browser version a Go to Help menu at the top of your opened browser b Under Help you will usually see About c Select About to see the version of the browser you are currently using Legend ioe Supported Currently supported but support will be discontinued in next major release Not supported Not fully tested contact OCLC UK for details Browsers Note E z S g a Jo Ps D p m a w Ea jires ws VE OLIE WebView 2 6 1 OLIE WebView 2 6 2 VDX ZPORTAL 3 1 VDX ZPORTAL 3 2 1 VDX ZPORTAL 4 0 aka Mars VDX ZPORTAL Jupiter 44084 KARR AK A404 4 Browser navigation buttons The browser BACK button can not be successfully
16. terlibrary loan requests using the INFO end user interface Double Check For Home Library Results Where possible users should have checked their home library web accessible catalogue to verify if an item is locally held before placing an interlibrary loan request Patron issued requests for an item that is locally owned will not be processed into the system unless library staff determine that the locally held copy s are missing damaged or otherwise not available for loan from the local collection If your library s collection is represented in the INFO Union Catalogue it is not as easy to double check search results for a locally owned copy However if your library is a stand alone catalogue in the INFO system you can double check search results quite easily 5 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 8 For instance if your home library is Whitchurch Stouffville Public Library you can see that they own a copy and you would therefore 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 Word friday In Barrie del Library Bradford West Gwillimbury Public Library Georgina Public Het ion Catalogue Oshawa Public Library Toronto
17. use the SUBMIT button the INFO system will respond with Your request has been successfully submitted and assigns 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_C N SPRINT 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 Creating a Request from scratch Occasionally you may not find an item after searching against all the possible search profiles You can still submit a request for it Select Create Request under My Account in the left side panel This will invoke a blank form for you to fill in Itis mandatory to fill in Title and Author You may not know other publishing details IMPORTANT Add extra information in the Additional Information section such as read a review in Toronto Globe and Mail last week 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 wi
18. vice updated for VDX Zportal version 3 22 August 2009 12 of 16 Place interlibrary loan requests using the INFO end user interface How is your request doing Select My Requests under My Account in left side panel to see the requests you have in the system a 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 D My Account My Requests Requests List Requests List T requests found Page Previous 1 2 2602062 Heart friendly cooking low in fat amp sodium Pare Jean 1927 shipped 121 Apr 2010 Cancel View 2602619 You can be happy no matter what Carson Richard 1961 2006 Pending 18 Oct 2009 Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 13 of 16 Place interlibrary loan requests using the INFO end user interface 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 submitted 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 ha
19. word to create a tick mark 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 My Account Account Details Edit Edit Account Details Screen where you can wee eee ee change your password Password Confirm Password M Update Password First Name s Jim Last Name Checkitout 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 your library 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 You may find it handy to write your library s interlibrary loan department contact details in this user guide Southern Ontario Library Service updated for VDX Zportal version 3 22 August 2009 Interlibrary Loan Department Contact Information Telephone Email Hours 16 of 16
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