Release Date: January 29, 2021
New actions supported in the staff portal:
Support for sending volume and issue information in Requestability request and response JSON (for staff search)
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.
In an effort to keep your staff informed of new features and changes, you may also want to consider these items.
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Share these release notes with your colleagues. Review the Relais documentation at Relais D2D. |
Alerts associated with requests will now be displayed to staff when they call up the request. Staff members have the option to dismiss the alert or leave the alert attached.
Options to mark the loan status of a request to 'Damaged' or 'Lost' will be included on the loan tab and displayed beside the existing option to mark the loaned item as returned.
Toggling between 'Damaged' and 'Lost' buttons will determine whether a damaged or lost loan status update is made and which message will be transmitted.
A new tab titled, Recall/Renew, has been added when viewing the details of a request. From this tab, staff members are able to process recalls for material by choosing the 'Recall' button. The ability to set the new due date along with adding any notes is provided.
A new tab titled, Recall/Renew has been added when viewing the details of a request. From this tab, staff members are able to send a 'Request to Renew' message to the supplier to request renewal of the material for their patron.
When a borrowing library receives a positive response to their renewal request, staff will click on the renewal button to mark the renewal transaction on their end.
As the supplying library, requests for renewal can be responded to through the same tab which displays the 'Respond to Renew Request' button on the recall/renew tab.
From the tab titled, Reroute/Cancel, borrowing staff members are able to send a 'Request to Cancel' message to the supplier to request cancelation of the material for their patron if the request has already been sent to the supplier and acted upon.
Supplying libraries that receive a cancellation request can use the 'Respond to Cancel Request' button to send an answer back to the requesting library. Should the requesting library receive a 'Yes' response then they can use the cancel button to indicate a final cancellation for their patron's request.
Supplying libraries are now able to assign conditions for filing a request to be sent to the requesting library.
Supported conditional reasons include:
Note:
Conditional messages sent by the supplying library will be displayed to the borrowing staff on that request.
If the supplying library indicates that the request should be requested at a later date, the 'Retry Request' option allows staff to retry sending the request back to the supplier.
The loan tracking, 'Return – Wrong Item Shipped' process will be managed through revisions to the Reopen and Undo functions available from within the loan tab. These functions will enable staff to choose to reopen on the loan processing tab which will expose the Undo option. When processing a request that has already been processed as a loan, the “Undo” function will:
The revised staff search request detail display will now include a new field of information when displaying journal/article results. The volume/issue number field may include summary holdings and/or volume and/or issue details associated with journal/article material if supported by the Z39.50 target returning the results.
As some serial material may include numerous volume and issue record details, the option to display more or less detail is included within the volume/issue number field and can be selected by staff on a record by record basis as desired.
Note:
This same copy form feature has been added to the Staff Portal, Bib Info, Request Info, and Delivery Info tabs to make the capture of data on these forms easier for staff who may require it.
The query function pages in the staff portal have been updated to the React and Materialize UI framework.
Portal 3.3:
Portal 3.4:
There are no known issues to report at this time.
Support information for this product and related products can be found at: