Z-Portal How patrons request material

By Murdoch University Document Delivery Service

Standard Advanced search

Alters the results per page

Choose which catalogues to search

Patron Interface

Search Results

Save the search

See More Details

about the item

Request the item

Total number of

hits

If they are unable to locate the

item

Refine the search

Enter a refining search term

Reduced from

1994To 52

Request the item

Fill in the details

Fill in any special

instructions

Check the holdings

Finish the request

Making the Request

Accept the copyright

Declaration

Assigns the request an ID Number

Finalising the request

Feedback about searching with the Z-portal…

• Generally positive• ISSN / ISBN produces better results but requires

education• The following can throw out a search:

– - Particles like ‘a’ and ‘the’

– - Punctuation and special characters (é, Č )– - Including the Subtitle with the Title

Using Work queues

Work queue

We can then View/edit the request

Advantages of using Work queues

• Easy to print off and bulk action new requests

• Quick visual reference: – Helps prioritise tasks– Overall sense of ‘where we’re at’ with our workflow

• For the most part, stops requests from ‘falling in the cracks’

• You can customise which queues are visible

• It is an ongoing process of finding better ways to do things!

• Disadvantages of using Work queues

• No good way to check for Express and Rush requests

• Some queues double up (ie. one requests sits in several

work queues)

• Overdues are cumbersome to do

Housekeeping and Cleaning up your Work Queues

The Work Queue

Advanced Search Request Screen

Authorization Status

Using Status Options

Actions

Service Type

Analyse existing requests

Audit details

Work Queue Cleanup

Basically, work queue clean up is all about completing requests

It is a process that will assist you to:• Complete Borrower requests• Check In Lender requests• Authorisation: Check Error, etc.• Allows you to examine requests in detail for

relevant information and formulate a strategy to assist with such errors

In conclusion

Hint: Don’t be afraid to Complete requests!

Sometimes you can manually Complete them and sometimes you can’t, but ultimately it can be

fixed!