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How to Request Materials Tutorial

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How to Request Materials Tutorial Order, Borrow, Renew made easy (expected running time: ~7 minutes) Oregon State Library Getting Started To advance the s of ... – PowerPoint PPT presentation

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Title: How to Request Materials Tutorial


1
How to Request Materials Tutorial
  • Order, Borrow, Renew made easy
  • (expected running time 7 minutes)

Oregon State Library
2
Getting Started
  • To advance the slides of this tutorial
  • Click the left button on your mouse, or
  • Press the space bar
  • All other animations are automatic.
  • Before you can begin using Order, Borrow, Renew
    services, you must be a registered patron of the
    Oregon State Library. As a state agency
    employee, being registered also allows you access
    to our collection of databases, which you can use
    to locate journal articles (either citations or
    full text, depending on the database).

3
Registering for Services
  • If you have not registered for our services,
    click the link at the top of the page labeled
    Home, then follow the directions on the Getting
    Started page to register.

4
Forgotten Username and PIN
  • If you are registered, but cannot remember your
    username or password, here are some helpful
    hints
  • - Your username is your state email address with
    your 3-digit agency code attached to the end
    (i.e. joe.r.smith543)
  • - Your PIN number can be any 4-digit number you
    prefer (birthday, phone number, SSN, etc.)
  • You may also request this information by clicking
    the link at the bottom of the page labeled Get
    username and PIN reminder. Follow the
    instructions on the page you are then redirected
    to, or you can call 503-378-8800 for immediate
    assistance.

5
Requesting from the Catalog
  • There are several ways to request materials from
    the Oregon State Library.
  • When searching our catalog, if you find an item
    of interest you would like to request, click on
    either of the two red Request buttons, which
    will redirect you to our State Employee
    Information Center (SEIC) website Order, Borrow,
    Renew logon page.

6
Requesting from a Database
  • If you are searching through one of our databases
    and find an article you would like to order, find
    and select the Request from State Library link.
  • The specific location of this link varies from
    database to database, but it is usually located
    at the top or bottom of the article citation
    page. Once you select this link, it too will
    redirect you to the SEIC Order, Borrow, Renew
    logon page.

7
Logon to Order Borrow Renew
  • Once redirected,
  • enter your username and PIN number into the
    appropriate fields,
  • check the box under the Request/Borrowing
    Agreement,
  • then select Logon.

2
1
3
8
Submitting Your Request
  • After selecting Logon, you will be taken to the
    appropriate materials request form (this example
    is for a book request article requests will
    appear slightly different).
  • All the information from the catalog or database
    citation should automatically appear in the
    proper fields.
  • Check to make sure the information is correct and
    that all required fields are filled, then scroll
    down to the bottom of the page and select Submit
    Request.

9
Manually Input Request
  • If you know the type, title, and author of the
    item you wish to request, you can manually input
    the information directly into the request form.
  • From the SEIC website (http//library.state.or.us)
    , select the Services menu option on the left
    hand side, then logon to Order, Borrow, Renew as
    before.

10
Manually Input Request
  • You can also find a link to Order, Borrow, Renew
    on the Getting Started home page under the
    sub-heading Quick services.

11
Manually Input Request
  • On the left-hand options column, select the
    appropriate material type under New Request.

12
Manually Input Request
  • Once redirected, fill out as many fields of the
    request form as you can.
  • Several fields are marked with a red asterisk
    (), indicating they are required in order to
    complete the request. This information will help
    us locate the item you are looking for. If you
    do not know a particular piece of the required
    information, put NA in the field.
  • Once finished, scroll down to the bottom of the
    page and select Submit Request.

13
Check Your Request Status
  • Once you submit a request, you can check its
    status from the Order, Borrow, Renew Main Menu.
    Your outstanding requests will appear in the
    table, including the transaction number, type,
    title, author, and status of your request.

14
Viewing Your Requests
  • You can select any of the viewing options on the
    left column to filter which requests appear in
    the table.
  • Use these links to check the status of your new /
    in process requests, or your request history.

15
Edit or Cancel a Request
  • If you would like to edit or cancel a recent
    request
  • select the Outstanding Requests option,
  • then click on the 5-digit transaction number of
    the request you wish to edit or cancel.
  • However, these options are only available for a
    limited amount of time (sometimes less than an
    hour), so be sure to make any changes to your
    request as soon as possible. If the following
    options are not available, please call our
    Reference Staff (503-378-8800).

16
Edit or Cancel a Request
  • The requests information will appear with
    options at the top to Edit Request or Cancel
    Request. Select the appropriate option.

17
Editing a Request
  • Edit Request will allow you to change information
    on the materials request form.
  • When you have finished editing your request,
    scroll down to the bottom of the page and select
    Submit Request.

18
Canceling a Request
  • Cancel Request will remove the selected request
    from the list of your outstanding requests.

19
Resubmitting a Request
  • If you
  • Cancel a request by accident
  • Wish to resubmit a purposefully cancelled request
  • Or your request was cancelled because the
    material was unavailable at that time, you can
    resubmit the request.
  • From the main menu, select the Cancelled
    Requests viewing option on the left-hand side.
    Then click on the 5-digit transaction number of
    the cancelled request you wish to resubmit.

20
Resubmitting a Request
  • You will be redirected to the request information
    form. At the top, select the option labeled
    Resubmit Request.

21
Resubmitting a Request
  • You will be redirected to the materials request
    form. Double check the information in the form,
    then scroll down to the bottom of the page and
    select Submit Request.
  • The request should then reappear in your
    outstanding requests table.

22
Getting Further Help
  • If you still need further help / have questions
    about the Order, Borrow, Renew process, you are
    welcome to call our Reference Line at
    503-378-8800, or our Document Delivery program at
    503-378-5022
  • You can also email questions to
  • Reference Staff reference_at_library.state.or.us

Oregon State Library
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