KTU Virtual Library User Interface Guide

The language of the user interface is changing:

1. Select Menu on the right of the screen, or click on your name where it appears.

2. On a wide screen device from the menu choose “Display Language: English”.

3. Select the language you need from the list of languages.

The new user interface has the following key elements:

A. The main menu.
B. The links to copy the current page link (by pressing the corresponding key for scanning QR code with your device) and Favorites (a Search history link is moved to the additional user services menu).
C. The Sign In link.
D. The link to additional user services (currently selected UI language is shown as an icon).
E. The search bar.
F. Static information fields.

You can search very easily in KTU Virtual Library. Just type one or more search words and click the “Search” button (a magnifying glass image on the right from search words). If you enter multiple words, KTU Virtual Library will return results that contain all of the specified terms. When searching by entering ISBN and ISSN values are searched with or without hyphens. If you are not getting expected results with hyphens, please try your search again without hyphens.

Searching for an Exact Phrase

To search for an exact phrase (words next to each other and in exact order) type quotation marks around the phrase. For example, to search for “service management” as one term, type the following in the search box:

You can combine both words and phrases in your search. For example “service management” marketing will perform a combined search.

Searching for Any Specified Words

If you want to find resources that contain at least one search word entered in the search box, you must use the Boolean (logical) operator OR. Logical operators should be written in all capital letters – system otherwise it is treated as a simple word search.

For example, to search for items with the word Lithuanian or the word English, type the following in the search box:

Refining Search Results by Excluding Words or Phrases

Search results may be refined by typing in the search box condition NOT and then type the word to exclude.

For example, to search for items with the word Lithuanian but not the word English, type the fol-lowing in the search box:

You can combine OR, AND, NOT logical search operators. Such searches can be grouped with parentheses. If the parentheses are not used, the NOT operator must be used last. For example: Lithuanian AND English NOT Russian. If it is necessary to place the NOT operator elsewhere, make sure that you enclose the operation with parentheses. For example: (Lithuanian NOT Russian) AND English.

Using Wildcard Characters in Search

Wildcard characters ? and * can be used in the middle or at the end of search words. The Wildcard character entered at the beginning of the search word will be ignored.

? – enter a question mark to perform a single character wildcard search. For example, type wom?n to search for records that contain the strings woman, women, and so forth.

* – enter an asterisk to perform a multiple character wildcard search. For example, type cultur* to search for records that contain strings, such as culture, cultural and culturally.

Grouping Search Terms

You can use parentheses to group terms to clarify the order when searching for more than one type of logical operator.

For example, when searching for records that contain Shakespeare and either tragedy or sonnet the search query should be written as Shakespeare AND (tragedy OR sonnet). If no parentheses are specified in the above query, Primo will instead group the words as follows: (Shakespeare AND tragedy) OR sonnet and will search for Shakespeare tragedies and any sonnet.

Searching in the Selected Search Scope

The search scope defines where the system should perform the search. The default search scope is the first one listed in your institution’s virtual library search scope list. The “All library resources” are “All library resources”, which comprise all the library’s local (local) and remote subscribed and/or freely available resources. The desired search resource can be selected from the list in the search bar.

Search Limitations

The system will display a message and provide suggestions when the following limits are exceeded:

• The query contains more than 30 boolean operators.
• The query contains more than 8 question marks.
• The query contains more than 8 asterisks and the word length is greater than 2 (such as abb* or ab*c).
• The query contains more than 4 asterisks and the word length is less than 3 (such as ab*).
• The entire query consists of a single letter and an asterisk (such as a*).

The Advanced Search allows you to specify additional lines of criteria, specify filters prior to executing the query, combine queries with logical operators.

The Advanced Search page contains the following components and options:

• Search Criteria – Click to hide or show fields used to form a search query.
• Search Scope – Search scopes allow you to narrow search results further by specifying subcategories that may further limit the scope of searches.
• Add a New Line – Advanced searches allow you to include a maximum of seven search criteria lines, which contain the following parameters: operator, field selector, search type, and search box.
• Field selector – For each search line, this parameter allows you to narrow the search to all search fields or a particular field (such as title and subject).
• Search type – For each search line, this parameter indicates whether the phrases in your query are treated as phrases or exact phrases. The following values are valid:
  • is (exact) – Returns results that contain phrases that exactly match the phrases specified in the query.
  • contains – Returns results that contain all words in the phrase, but the words may be in a different order and may not be as close together.
  • starts with – Returns results that contain words that start with the specified string. Note: valid only title searches only.
• Operators – As with basic searches, you can include the following operators between words and phrases in each search line: AND, OR, and NOT. In addition, the Operator drop-down list allows you to select the operation that is used between search lines.
• Search box – For each search line, enter the search query text, which may include words, phrases, and operators (AND, OR, and NOT).
• Filters – Filters allow you to narrow your results to specific metadata (such as a material type or date range). Note: filters are valid for the entire entire search.

This enhancement allows users to enter search terms using their device’s microphone. After selecting the Microphone icon, users can begin speaking search terms or select a different language for the system to detect. If no input is detected for 10 seconds, the system will provide a message and then prompt the user to provide audio input two more times before timing out and exiting the voice search assistant. If audio is detected, system will display the relevant search results.

In order to use The Browse search, click “Browse Search” in the main menu. This search allows you to browse library local material (local material only in order to find information of relevance quickly by author, title, subject. Just click on result.

Why Everyone Should Sign In?

When you sign into KTU Virtual Library, you are able to do the following:

• You can set your preferences so that they reflect the way you usually search, and save them for future sessions.
• You can save items and queries for future use.
• The institution offers licensed information resources to its users. Once you sign in, you can search and retrieve items from these additional resources.
• Use library services such as requesting or recalling items.

How to Sign In?

1. To Sign in, click the “Sign in” option at the top of any page.
2. For login services, select KTU Single Sign-On and enter your user name and password.

Why Everyone Should Log Out?

To keep your personal data safe, do not forget to log out:

• To Log out, click the Sign-In area at the top with your name displayed.
• Click “Sign out” button.
• It’s recommended to close the browser window.

My Library Card 

With the “My Library Card” feature, you can extend the deadlines for loan items, cancel your loans, read messages the library staff posted to you, change your personal settings.

“My Library Card” is accessible by clicking the Sign-In area in the upper right corner of the screen and choosing “My Library Card” in the expanded menu.

Logged in users in “My Library Card” will find:

• Overview – newest active loans, fines, fees, requests, messages from library staff.
• Loans – active and historical loans.
• Requests – on hold requests.
• Fine + fees – penalties and fees for non-returns.
• Blocks + messages – the messages left for you in the library system.
• Personal details – user data validity, option to change default interface language.

The My Favorites page, which is accessed by clicking the My Favorites button “Pin” at the top of each page.

The My Favorites contains of:

• Saved Records – displays all of your saved records and allows you to manage your saved records.
• Saved Searches – displays all of your saved searches and allows you to manage your saved searches. Lets you set up alerts and RSS feeds, which let you know when results have changed for saved searches.
• Search History – displays all of your searches for the current session and allows you to manage your current session’s searches.

Saving and Managing Records

Signed-in users are able to save found records for subsequent sessions. After a record has been saved, the “My Favorites > Saved Records” page allows users to perform the following operations on saved records: view, delete, and label. Labels allow you to group and manage similar records.

To save a single record:

• Perform a search.
• Click the “Pin” button (A) next to the item that you want to save in the search results.
• The item added to the My Favorites will be highlighted and will have different “Unpin” (“Pinned”) button.

To save multiple records:

• Perform a search.
• Select needed records by clicking the selectio fields (C) next to the items or select all items by clicking selection field D.
• Click the “Pin list” button to save in the result list.
• The item added to the My Favorites will be highlighted and will have different “Unpin” (“Pinned”) button.

Note! The number of selections is limited to a maximum of 50 items at a time. If this limit is reached, users are prompted to edit their selections.

To remove an individual item from the list you can click the “Unpin” button next to the item either in the search results or on the “My Favorites > Saved Records” tab. For removing multiple items at the same time you can select needed items on the “My Favorites > Saved Records” tab and click “Remove this items”.

Adding Labels to a Record

By adding labels to your records, you can then group them into the private lists. One record can have multiple labels if you want to include that record in multiple lists.

To assign labels to a record:

1. Click the My Favorites button at the top of the page.
2. Select the Saved Records tab.
3. Click the Add Labels button.
4. Enter the name of the label in the Add new label field.
5. Confirm by pressing [Enter].

To remove a label:

• Click the My Favorites button at the top of the page.
• Select the Saved Records tab.
• Click the record’s Label Action Menu button.
• Click the Delete Label button [X] to remove the unwanted label.

To view records grouped by a label:

• Click the My Favorites button at the top of the page.
• Select the Saved Records tab.
• In the Labels section, click the label’s link to view the records that have been assigned that label.

Sorting the list of Saved Records:

• Click the My Favorites button at the top of the page.
• Select the Saved Records tab.
• The Sort by options allow users to sort their list of saved records by Title, Author and Date added.

Saving Searches and Managing Saved Searches

Signed-in users are allowed to save searches between sessions and receive email alerts when there is an update to the saved search query.

Saving a Search query:

• Perform a search that you want to save.
• Click Save Query above the search results.

In addition, you will have an opportunity to set an alert for this query by clicking the notification link that after saving a query.

To save a query from the Search History:

• Click the My Favorites button at the top of the page.
• Select the Search History tab to display your current session’s search history.
• Click the “Pin” button that appears next to the desired query.
• Or select all desired queries (use B selectors) and click the “Pin” button that appears in the main My Favorites menu.

To delete a group of queries:

• Click the My Favorites button at the top of the page.
• Select the Saved Searches tab to display all of your saved searches.
• Click the “Unpin” button that appears above the list.

Managing Alerts

Signed-in users are allowed to receive email alerts when there is an update to the saved search query. After an alert has been set, the My Favorites > Saved Searches page allows users to perform the following operations on alerts: set/clear an alert and update email addresses.

To set an alert:

• Click the My Favorites button at the top of the page.
• Select the Saved Searches tab to display all of your saved searches.
• Click the Set Alert button (A) next to the query to set the alert.
• If necessary, update the email address to which the alert will be sent:
  • Click the Change email address (B) link in the Alert notification area.
  • Type in new email and then click “Save”.

Attention! Changing the email address to a different than provided by your institution does not guarantee successful delivery of the messages.

To clear an alert:

• Click the My Favorites button at the top of the page.
• Select the Saved Searches tab to display all of your saved searches.
• Click the Clear Alert button next to the query to clear the alert.

Activating an RSS Feed

The Rich Site Summary (RSS) functionality allows signed-in users to be informed of changes to results in their saved searches.

Enabling RSS for a saved search:

• Click the My Favorites button at the top of the page.
• Select the Saved Searches tab to display all of your saved searches.
• Click the “RSS” button for the saved search that you want to monitor.

Attention! Subscribe to the feed only if your browser or device has an RSS reader.

The Brief Results page display all the items that match your search query. For each item, the following information displays:

A. Resource Type – the format of the item, such as book, article, journal, and so forth.
B. Brief record – the brief record of the item shows main metadata such as the title, author and other information. By clicking it you’ll navigate to the detailed record.
C. Access terms on the internet – known access terms and other data for the item. Link to access the item on the internet.
D. Availability status – the best in library location is calculated and shown. By clicking it you’ll be able to request the item.
E. Send to actions – the Send To actions allow you to perform actions on the item (such as emailing the item, creating a citation for the item, and so forth).
F. Item number in the result’s list and the Individual Selection box – select the check box that appears next to each item in the list. As records are added to the page, the number of selected records appears above the results. You can load more results to the page to allow the selection of more records.
G. Applying Actions in Bulk – after you have selected one or more items, select the Actions link that appears above the list of results to display the available export actions. Selecting an export action, will apply that action to all selected records..
I. Save query – Click to save current search query to your favorites. Read more Using My Favorites > Saving Searches and Managing Saved Searches.
J. Personalize / Individualize – personalized ranking in Central Discovery Index search resul adjusts the ranking algorithm to the general discipline of the user.
K. Tweak my results – the facets on the right side of the page allow you to filter your results by categories (such resource type and date) and to specify a type of sort. The facets are generated from the top 10 000 records by using specialized record data. Next to the facet value you will see (if applicable) the count of records that can be filtered by using that facet value. Read more Filtering the Results.

Personalization of Search Results

Personalized ranking in Central Discovery Index is particularly helpful for ambiguous searches, where search results come from a variety of disciplines or include a large set of articles. It does not replace topic facets or act as a filter. It simply adjusts the ranking algorithm to the general discipline of the user.

Although the user will see the Personalized filter for all searches when any personalized ranking options are selected, it applies only to Central Discovery Index results and will not affect results found in Primo local (Library catalogues), other remote searches.

To enable personalized settings:

• Perform a search within a search scope that includes Central Discovery Index records.
• Click the “Personalize” button above the list of results.
• In the Personalize the results dialog box, select up to five disciplines.
• Click “PERSONALIZE IT” button.

To edit personalized settings:

• Perform a search within a search scope that includes Central Discovery Index records.
• If you want to give preference to newer records, select the Prefer new material check box.
• Click Change preferences in the Personalize the results section to open the Personalize the results dialog box.
• In the Personalize the results dialog box, select up to five disciplines.
• Click “Save Changes” button.

The Tweak your results section, which appear on the left side of the Brief Results page, contains a list of categories, which are referred to as facets. By including and excluding these facets (such as date, author, record type, and so forth), you can narrow the search results to get the results you are seeking.

To include / exclude facets:

• Perform a search.
• For each facet that you want to include or exclude – select the check box on the left side of the facet and then select include/exclude type by clicking the button on the right side of the facet.
• Click “Apply Filters” button to filter your results. The selected facets will appear in the Active filters section.

Persistent Facets

When performing many similar types of searches, you may want to retain your filters for subsequent searches within a session.

To make a facet persistent, hover the cursor over the facet in the Active filters section and then click the facet’s padlock button.

To remove a filter’s persistence, click the facet’s “Reset filters” button or delete the facet.

After selecting an item in the Brief Results, the record’s Full Display opens to display additional information. Users can either scroll to a particular section or use the links shown on the left side of the page.

The item’s information is organized by the following sections:

• Send To – This section allows users to perform the following actions on the selected item: email item details, create a citation, print, send to reference management service (such as RefWorks) and create a permalink.
• View Online – This section appears only if the item is available for online viewing.
• Get It – This section allows you to request physical items (such as books and audio CDs) from your institution. Depending on your institution, you may be able to request these items directly from Virtual Library. Otherwise, this section will link to your institution to perform requests.
• Links – This section displays additional links, which may allow you to view cover art, the Table of Contents, and so forth.
• Details – This section displays additional details (such as the publisher, subjects and so on) to help the user decide whether to choose this item.
• Virtual Browse – This section allows users to browse items based on the location of an item in the search results. The user will be able to navigate through items on the shelf, starting at the selected item’s browse/callnumber value.

Only signed-in users are allowed to place hold requests.

To place a hold request:

1. Perform a search for a record.
2. Open the record’s full display page.
3. In the Get It section choose desired item location or use filter function (A).

4. Choose free item and click “Request” button.

To cancel a hold request:

• Open Library Card’s Reguests tab.
• Click “X Cancel” button on the request desired to cancel.
  Confirm by clicking “Cancel It” button.

Signed in user can see his active loans, previous and historic loans and renew active loan. Loan list can be accessed from user space My Library Card (My Account) section Loans.

In Loans list user can:

A. Click to show detailed information for the all loans.
B. Click to show detailed information for the selected loan.
C. Click to renew all loans. The individual terms for renewal of each loan will be evaluated. If any loans was selected by function H the button will change to Renew Selected.
D. Click to choose loans list order method.
E. Click Renew to renew the selected loan. The items that cannot be renewed on the Loans tab will be marked Not Renewable icon.
F. Click to switch between Active loans and Previous and historic loans.
G. Click field to select all items in the Loans list.
H. Click the number field to add loan to the selection list.

Note! Loans with near due time and overdue loans are marked with additional icons and text.