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...
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 Req...
Accept the copyright Declaration Assigns the request an  ID Number Finalising the request
Feedback about searching with  the Z-portal… <ul><li>Generally positive </li></ul><ul><li>ISSN / ISBN produces better resu...
Using Work queues
Work queue
We can then View/edit the request
<ul><li>Advantages of using Work queues </li></ul><ul><li>Easy to print off and bulk action new requests </li></ul><ul><li...
<ul><li>Disadvantages of using Work queues </li></ul><ul><li>No good way to check for Express and Rush requests </li></ul>...
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 <ul><li>Basically, work queue clean up is all about completing requests </li></ul><ul><li>It is a proce...
In conclusion <ul><li>Hint: Don’t be afraid to Complete requests! </li></ul><ul><li>Sometimes you can manually Complete th...
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Work queue housekeeping

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  • The Work Queue displays all non-complete requests
  • Each of the work queue statuses can be accessed via the Advanced Search request Screen When searching it may be helpful to set limits, for example Choose Your Library’s Role, or Select an option to Display Terminated requests or Display Not Supplied requests for example 3. If you choose the Display Not Supplied requests option this will display all of them in addition to active requests.
  • Another useful search option is the Authorisation status, e.g. Authorisation Status Check Error will help you find problem requests, or 2. Authorisation Status Complete could be a likely choice, as it would return Completed requests only.
  • You can retrieve requests in the same way as selecting the status from the Work Queue by using the Status option. You can search for multiple status by selecting Ctrl and left click of the mouse.
  • Last Action may help you locate an individual request or a range of requests
  • As will service type 1 which can be most helpful when searching for Copy non returnable requests.
  • Analyse existing requests for information to format your search, whether it be by status, authorisation status or Last Action
  • You can also review the Audit or History trail for information about formulating a search
  • A reminder to all staff
  • Work queue housekeeping

    1. 1. Z-Portal How patrons request material By Murdoch University Document Delivery Service
    2. 2. Standard Advanced search Alters the results per page Choose which catalogues to search Patron Interface
    3. 3. 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
    4. 4. Refine the search Enter a refining search term Reduced from 1994To 52
    5. 5. Request the item Fill in the details Fill in any special instructions Check the holdings Finish the request Making the Request
    6. 6. Accept the copyright Declaration Assigns the request an ID Number Finalising the request
    7. 7. Feedback about searching with the Z-portal… <ul><li>Generally positive </li></ul><ul><li>ISSN / ISBN produces better results but requires education </li></ul><ul><li>The following can throw out a search: </li></ul><ul><ul><li>- Particles like ‘a’ and ‘the’ </li></ul></ul><ul><ul><li>- Punctuation and special characters ( é, Č ) </li></ul></ul><ul><ul><li>- Including the Subtitle with the Title </li></ul></ul>
    8. 8. Using Work queues
    9. 9. Work queue
    10. 10. We can then View/edit the request
    11. 11. <ul><li>Advantages of using Work queues </li></ul><ul><li>Easy to print off and bulk action new requests </li></ul><ul><li>Quick visual reference: </li></ul><ul><li>– Helps prioritise tasks </li></ul><ul><li>– Overall sense of ‘where we’re at’ with our workflow </li></ul><ul><li>For the most part, stops requests from ‘falling in the cracks’ </li></ul><ul><li>You can customise which queues are visible </li></ul><ul><li>It is an ongoing process of finding better ways to do things! </li></ul>
    12. 12. <ul><li>Disadvantages of using Work queues </li></ul><ul><li>No good way to check for Express and Rush requests </li></ul><ul><li>Some queues double up (ie. one requests sits in several work queues) </li></ul><ul><li>Overdues are cumbersome to do </li></ul>
    13. 13. Housekeeping and Cleaning up your Work Queues
    14. 14. The Work Queue
    15. 15. Advanced Search Request Screen
    16. 16. Authorization Status
    17. 17. Using Status Options
    18. 18. Actions
    19. 19. Service Type
    20. 20. Analyse existing requests
    21. 21. Audit details
    22. 22. Work Queue Cleanup <ul><li>Basically, work queue clean up is all about completing requests </li></ul><ul><li>It is a process that will assist you to: </li></ul><ul><li>Complete Borrower requests </li></ul><ul><li>Check In Lender requests </li></ul><ul><li>Authorisation: Check Error, etc. </li></ul><ul><li>Allows you to examine requests in detail for relevant information and formulate a strategy to assist with such errors </li></ul>
    23. 23. In conclusion <ul><li>Hint: Don’t be afraid to Complete requests! </li></ul><ul><li>Sometimes you can manually Complete them and sometimes you can’t, but ultimately it can be fixed! </li></ul>

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