Using the Enhanced User Area
Introduction
The User Area for the NDE UI provides a centralized, user-friendly space for personal management. It includes quick access to a user's library activity: Loans, Requests, Fines & Fees, Blocks & Messages, saved records, searches and settings. As with other pages in the NDE UI, the search bar and the header always appear at the top of the page.
The left side of the User Area consists of the following tabs:
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Overview—This tab summarizes all your library activity in the following panes: Loans, Requests, Fines and Fees, Saved Records, and Search History. Signed-in users can access this tab by selecting User Area Menu > My library activity.
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Loans—This tab displays all your current and outstanding loans. For more information, see Managing Your Loans.
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Requests—This tab displays all your current requests. For more information, see Managing Your Requests.
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Fines & Fees—This tab displays all your current fees and fines. For more information, see Managing Your Fines and Fees.
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Blocks & Messages—This tab displays all general messages and any blocks. Currently, this functionality is not supported.
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Saved Records—This tab enables you to view and manage all your saved records. All users can access this tab by selecting User Area Menu > Saved records. For more information, see Managing Your Saved Records.
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Search History—This tab lets you view and manage all your searches for the current session. For more information, see Managing Your Search History.
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Saved Searches—This tab enables you to view and manage all your saved searches. For more information, see Managing Your Saved Searches.
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Settings—This tab enables users to configure their settings for the NDE UI. For more information, see Managing Your Settings.
Accessing the Enhanced User Area
The User Area menu is accessed by selecting the User Area icon at the top of the page. After sign-in, this icon displays the user’s initials (for example, JS for John Smith). Hovering over the initials reveals the full username. Users can access their library card, search history, saved records, and personal settings by selecting the following menu items: My library activity, Saved records, Search history, and Settings.
Managing Your Loans
The Loans tab displays all your current and outstanding loans, up to a maximum of ten per page. Signed-in users can access this tab by selecting User Area Menu > Loans or the View all loans link in the Loans pane on the Overview tab.
The Date of the last Renewal indicates when the process was last run, not the date of your previous successful renewal.
Users can perform the following activities from this page:
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To sort the list of loans, select the following options in the Sort by drop-down menu: Due date - oldest, Due date - newest, Status, Title, Returned date - newest, and Returned date - oldest. The valid options depend on whether the loan is active.
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To filter the list of loans, select the following options in the Activity drop-down menu: Active loans (default) and Previous and historic loans.
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To renew a loan, select the item's Renew button.
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To share a record, select the Share icon.
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To create a citation for the record, select the Citation icon.
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To export a record, select the Export icon.
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To save a record to the Saved Records tab, select the Save Record icon.
Managing Your Requests
The Requests tab displays all your current requests, up to a maximum of ten per page. Signed-in users can access this tab by selecting User Area Menu > Requests or the View all requests link in the Requests pane on the Overview tab.
Users can perform the following activities from this tab:
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To sort the request list, select the following options in the Sort by drop-down menu: Available for Pickup, Request date - newest, Status, and Title.
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To filter the request list, select the following options in the Request Type drop-down menu: All (default), ILL, and Purchase.
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To cancel a request, select the item's Cancel button.
Managing Your Fines and Fees
The Fines + Fees tab displays all your current fees and fines, up to a maximum of ten per page. Signed-in users can access this tab by selecting User Area Menu > My library activity and the View all fines or fees link in the Fines + Fees pane.
Users can perform the following activities from this tab:
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To sort the fines/fees list, select the following options in the Sort by drop-down menu: Fine Date - Newest, Fine Date - Oldest, and Title.
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To filter the fines and fees list, select the following options in the Fine Type drop-down menu: All (default), Active Fines (default), and Closed Fines.
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To pay outstanding fines and fees, select the Pay Fine link at the top of the tab.
Managing Your Saved Records
The Saved Records tab lets you view and manage all your saved records, up to a maximum of ten per page. All users can access this tab by selecting User Area Menu > Saved records. For information about saving records, see Saving Records in the NDE UI.
Users can perform the following activities from this tab:
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To sort the saved records list, select one of the following options from the Sort drop-down menu: Date added, Author, and Title.
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To search for a saved record, enter a simple query in the search box above the list of records.
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To filter records by a label, select All or the label assigned to a record or a group of records.
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To add a new label to a saved record, select Add new label, enter the label name, and select Create.
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To assign an existing label to a saved record, select Add new label, select the check box for the label, and select Assign.
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To remove a label from a saved record, select the label. If a label is not assigned to other records, it will be deleted from the list of labels.
In addition, you can perform the following record operations: Share, Citation, Export, and remove the saved record from the list.
Managing Your Saved Searches
The Saved Searches tab lets you view and manage all your saved searches, up to a maximum of ten per page. All users can access this tab by selecting User Area Menu > Saved searches.
Users can perform the following activities from this tab:
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To create an alert for a saved search, select the Set an alert for this search row action.
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To edit the settings of an alert (such as the target email address for the notification of a change to the search), select the Edit alert settings row action.
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To remove a saved search, select the Remove search row action.
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To create an RSS feed for the saved search, select the Set RSS for this search row action.
Managing Your Search History
The Search History tab lets you view and manage all your search history, up to a maximum of ten per page. All users can access this tab by selecting User Area Menu > Search history.
Users can perform the following activities from this tab:
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To save a search query to the Saved Search tab, select the Save search row action. For information regarding saved searches, see Managing Your Saved Searches.
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To remove a search query from the history, select the Remove search row action.
Managing Your Settings
The Settings tab enables you to tailor the user interface to reflect how you usually search. For example, you can specify the default language, modify user details, and change your password. Depending on your environment, you may be permitted to opt out of receiving notification letters or configure additional personal settings. Signed-in users can access this tab by selecting User Area Menu > Settings.
This page consists of the following configuration sections:
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Personal settings – This section configures UI settings (such as whether you permit your search history to be saved) and enables users to update their password.
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Personal details – To edit your details (such as your address, city, and email), select its Pencil icon
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User roles – This section displays all your user roles. This section is read-only.
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User identifiers – This section displays identifiers associated with you (such as your barcode or Google ID). This section is read-only.