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Inactive library and locations

Find steps to set a consortium member to inactive in Relais D2D.

It is possible to set a consortium member to inactive, e.g., during a holiday period, or to set specific locations within a library to inactive, e.g., if a collection or collections are not available during a renovation, thereby preventing requests from being set to this library or to these locations while still allowing patrons from this library to search and submit requests.  

To set a whole library to inactive:

  1. Using the Windows client, login to Library Registration and retrieve the library record, e.g., PENN.
  2. Click Login to display Relais - Login Information.
  3. Click Library Active = No.
  4. Click Update.
  5. Logout.

Once this update is done this library will not be used in any routing lists for any new requests submitted to Relais D2D.

To set the library to active:

  1. Using the Windows client, login to Library Registration and retrieve the library record, e.g., PENN
  2. Click Login to display Relais - Login Information.
  3. Click Library Active = Yes.
  4. Click Update. A prompt will appear to reset load balancing.
  5. Click Yes to reset load balancing.
  6. Click OK.
  7. Logout.

Once this update is done this library will again be used in routing lists for any new requests submitted to Relais D2D.

To set a specific location or locations to inactive:

  1. Using the Windows client, login to Supplier Registration retrieve the supplier record for the relevant location.
  2. Click Supplier Active = No.
  3. Click Update.
  4. Repeat this for each location to be made inactive.
  5. Logout.

Once this update is done, in Requestability any items from this location(s) will be considered not requestable.

To set a specific location or locations to active:

  1. Using the Windows client, login to Supplier Registration retrieve the supplier record for the relevant location.
  2. Click Supplier Active = Yes.
  3. Click Update.
  4. Repeat this for each location to be made inactive.
  5. Logout.

To reset load balancing:

  1. Login to Library Registration and retrieve the library record, e.g., PENN.
  2. Click Billing to display Relais - Billing Information.
  3. Select Reset Load Balancing from the Options pull-down menu. A prompt will appear to reset load balancing.
  4. Click Yes to reset load balancing.
  5. Click OK.
  6. Logout.

Once this update is done, in Requestability any items from this location(s) will once again be considered requestable.

 Caution:  Load Balancing

The Relais.ini on the local workstation running the Windows client must include the following section for the 'Reset Load Balancing' functionality to be active:

    [Load Balancing]

    UseLoadBalancing=Y