RelaisILL release notes, September 2022

• NOTE:  “Successful processing” by staff is defined by any of the following actions:
  • use of the Search function and when the "Update Routing List" button is selected
  • use of the Loan tab and processing a when the "Update" button is selected to process the request as a LON or SHP
  • use of the Supply tab and when the "Update" button is selected to process a request with an Add Document or assignment of a selected document supply code 
  • use of the Unfill / Cancel and when the "Update" button is selected to process the request with a selected exception code
  • using Request Routing tab and when the "Submit Request" option is selected to update the request routing list and move the request to the Distribute Request process
  • using Delivery Info tab and when Resend Request or Skip Delivery modals are called and the Update option therein is selected

When a request has been processed through the active workflow (RequestFlow) as a fill (other than loan) or cancellation and the need arises to reopen the request the Delivery Info tab now displays an option “ReOpen” on the button bar at the bottom of the tab.  When selected the Reopen Request modal will display allowing staff to select:

• what event/queue or Process to reopen the request within.  Defaults include:
  • Initial evaluation and search process
  • Distribute Requests process
  • Processing process
  • (reopen queues can be configured to include whatever events you require – please message support via Zendesk to revise the default list as required)
• Whether to retain the calculated billable amounts upon reopen
• Whether to retain an associated image or external URL upon reopen
• Upon Update the request will be reinserted into the active workflow (RequestFlow) and within the selected queue.
  
  

From Patron and Library genre input forms, from the Staff Search feature, and from the Discovery search, enable the requester to indicate whether they "Will accept a digital copy, if available?" when requesting a loanable item.

When a request is entered and the "Will accept digital copy" option has been selected staff processing the request from the Staff Portal will clearly see this selection displayed within the request constant data.

If a digital copy can be provided staff should utilize the Supply tab to select the new "Electronic URL" option from the "Supply as:" drop down.  When selected an "External URL" input field will display enabling staff to copy and past the external URL that can service the request.

When staff click "Update" the request will be routed to the Delivery process and through DeliveryEmail.  When DeliveryEmail processes the request an email will be sent to the requester providing the External URL link details within the email body as well as a link to the Relais Patron Portal should the patron opt to access the External URL link from the "My Account" form.  The following is a sample message:

NOTE:  The Electronic URL email template is configurable. Currently the "IF you have any problems or questions..." statement will populate the contact email and contact phone data from your institution's library record.

• Effectively and efficiently associate label(s) to a single request or group of requests
  • If a desired label does not already exist a new label can be created on the fly.
    
    
     
  • Staff will be presented with a listing of label "Suggestions" currently available to their institution of easy selection.
  • Within a consortia, labels can be associated with a specific institution or associated with all institutions within the consortia.
• Via the staff Query function, effectively and efficiently search for requests to which an associated label(s) have been assigned
• Efficiently and effectively remove a label(s) from a request or group of requests when they are deemed no longer appropriate
• Manage labels within the system enabling edit of existing labels and deletion of labels deemed no longer require