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 request’s 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@library.state.or.us Oregon State Library