User Services Intern and Fieldwork Training: How to Issue an InfoPass

INFOPASS Directions

This is not a public guide. Do not share with patrons.

1)       INFOPASS Form For Librarian Request

2)      Marquette (414) 288-7555 and Milwaukee Public Library (414) 286-3011 branches are our two preferred libraries to send patrons to.

3)      We do not issue INFOPASSes unless the patron is present for the transaction, this means INFOPASS is not to be issued via email, phone or QP chat.

4)      The responsibility of searching for, finding and recording book holdings information is on the student/staff/faculty who would like to make the request. When they bring a book to us to request we…

• Verify they are affiliated with UWM. To do this, ask them to login to their ‘My Library Account’ with their 11-digit UWM ID number and make sure they have NO overdue items and less than $10 in fines.

• Ask for government issued photo ID (this could be their campus ID card) and confirm that the name listed on their Library Account is the same name on the ID.

• Search the UWM Libraries collections for the item, making sure the item is not in the building for patron use or check out. This means if the book is checked out or missing we will still request the book.

• Contact the lending library to notify them of an incoming InfoPass user and to be sure they will circulate the book. If calling Marquette, be sure to confirm the book will be pulled for the patron.

5)      To issue the pass…

• If your patron has never made use of Infopass before, please choose ‘Add User’.

• Add the patron’s First and Last name and their ID number.

• To reserve a book at another library location, choose ‘Reserve’.

• You will see your home library, and below this you will be able to choose which library your patron will be reserving a book from via the ‘Lending Library’ drop down.

• Add the patron ID (IF your patron has never made use of Infopass before you will be prompted to ‘add user’

• Add the title, author, and the call number if you have this information from the lending library.

• Click ‘create record’ when you are prepared to send this to the lending library.

• Give the user directions to source library and provide them with the phone number you called for verification of the item so that the patron can contact the lending library to ensure their item is ready for pick-up.