Release Date: April 7, 2021, and May 4, 2021
Several new features are available on the staff portal pages:
The patron portal includes one new feature
Several improvements were made to the portal environment:
Turn Around Time
Enable the configurable availability override for catalogs before calling the Requestability service.
We encourage you to review all of the items in the release notes to determine whether there are other items that might require additional action or follow up by your institution.
These items require immediate action or decisions.
Action |
---|
IMPORTANT: If your library would like to take advantage of the new turnaround time functionality for staff and patrons, any libraries that use the Print Request application installed locally on the staff workstation will need to upgrade their workstations to version 2021.1.2 Relais 2021.1.2 Download the Relais 2021.1.2 build from either the North American server or the Australian server. |
In an effort to keep your staff informed of new features and changes, you may also want to consider these items.
Action |
---|
Share these release notes with your colleagues. Review the Relais documentation at Relais D2D. |
Alerts associated with requests will now be displayed to staff, by type in the side menu. Staff members will be able to accurately see when a new alert has come in and clicking on the alert type will bring up the request(s) associated with that alert where staff can act upon it. Once addressed, dismissing the alert will remove the request from that alert type in the side menu.
Unparsable messages will display at the bottom of the side menu. These messages are messages received by the ILL Message Handler into the GSM or ISO email accounts or via TCP/IP and which were unable to be parsed.
When staff select to display an alert type for which multiple messages have been received, as indicated by the message count displayed in brackets to the left of the alert type description, a grid will display showing the requests to which the messages are associated.
Note:
If multiple messages received are related to the same request the record count for the grid will not match the message count.
Selecting a request from the grid will result in the request details display and the Alert message displayed between the request's constant request data and the processing tabs.
Unparsable messages, by their nature, are not associated with a request.
The grid that displays when multiple unparsable messages display limited unparsable message specifics including the date received, the sender, and the subject. When staff selects a specific message fuller message details are displayed.
Staff members have the ability to Dismiss Alert (delete) and Pin Alert which will pin the alert message at the bottom of the Staff Portal forms so additional staff processing functionality can be accessed (i.e. Query) to enable staff to identify the request to which a message might relate and update accordingly while still being able to see the alert message specifics.
Staff, when viewing a patron request configured with a messaging method of email and an email address, will see the “Patron Message” button displayed within the button options at the bottom of each processing tab (Loan |Supply | Unfilled/Cancel | Bib Info | …)
The Notify message input field, if displayed, enables staff to select from a pre-configured list of patron messages that can be used as a template to assist staff in the preparation of the desired message. These pre-configured messages are configured via the use of the Table Maintenance function.
NOTE: The constructed message can include HTML.
When requesting staff view a request from their patron, and when the current supplier is not associated with their institution, the Message Supplier button, if enabled, will display at the bottom of each processing tab (Loan |Supply | Unfilled/Cancel | Bib Info | …) and which will enable the generation of a general message to the supplier based on the supplier’s preferred communication method.
When supplying staff view a request from another institution the Message Requester button, if enabled, will display at the bottom of each processing tab (Loan |Supply | Unfilled/Cancel | Bib Info | …) and which will enable the generation of a general message to the requesting library based on the communication protocol associated with the request.
Selection of either the Message Supplier or Message Requester options will spawn the associated modal.
When using the Staff Search function, and when a routing list of requestable suppliers is displayed, the estimated arrival date from the first supplier in the routing list will be displayed to staff, if enabled.
Load Balancing options include:
When staff members access the Request Routing tab, and when enabled, the routing list grid will display the turnaround time associated with each of the suppliers in the routing list if the data is available.
When staff query a request, the estimated arrival date associated with the current supplier will be displayed, if enabled, within the request constant data.
When a patron or library, accessing the Portal My Accounts function will now, if enabled, be presented with the estimated arrival date associated with their request once the request has been routed to the current supplier.
The estimated date of arrival can be configured to display at the time the request is placed in Discovery.
There are no known issues to report at this time.
Support information for this product and related products can be found at: