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OCLC Support

Login for patrons and other libraries

Find information about the Relais Portal Login page, which is used by patrons and other libraries to access Relais ILL features, such as entering requests and checking on the status of requests.

Login page configuration options

By default, this is the Login page that is displayed to patrons and other libraries.  However, it is possible to add and change various elements as described below.

Text and labels

The instructional text and labels can all be modified.  For example:

 Note: To change the instructional text or labels, contact Relais Support, select Priority = Configuration Change, and provide the new text. Be sure to indicate whether the changes apply to the patron pages or library pages or both.

Placeholders

Four placeholders, top, bottom, left and right, are available for both the patron and the library pages so that messages and instructional text can be added to the login pages.

Top and bottom placeholders:

Any text or web links can be used in the placeholders as well as standard html coding.  

 Note:  To add or modify any of these placeholders, contact Relais Support, select Priority = Configuration Change, indicate which placeholder to add or change and specify the text to use.  Be sure to indicate whether the changes apply to the patron pages or library pages or both.

Forgot your password?

If the patron or library is using a User Login and Password from their Relais record then a Forgot your password? link is provided so that their password can be reset. 

 Caution:  If you use NCIP or some other external patron authentication process then the Forgot your password option? should be hidden.  contact Relais Support, select Priority = Configuration Change and ask for the Forgot your password? link to be hidden on the patron pages.  

Using the Forgot your password? link

When the patron or library clicks Forgot your password? they are prompted to enter their Login and the email address they typically use for ILL activities.  

This information is used to retrieve the corresponding patron or library record from the Relais database.  

When the patron or library record is found, a message is displayed.  For example:

and an email is sent with a new randomly generated password.   

If the email address provided does not exist in the Relais database or if multiple records are retrieved, then a message is displayed.   

Configuring the Forgot your password? link

The following elements can be configured:

  Default text for patrons Default text for libraries
Instructions to display Enter your Login and the email address associated with your ILL activities and click Submit.  You will receive and email with a new password.   Enter your Login and the email address associated with your ILL activities.  You will receive an email with a new password.
Error message Your patron record could not be found.  Please contact your local ILL staff for instructions on updating your password.   Your library record could not be found.  Please contact the library for instructions on updating your password. 
Confirmation message
An email has been sent to your email address.  Follow the instructions provided in the email to reset your password.  
Email template

This email is sent to you in response to your request to reset your password for access to ILL services.

Your password has been reset to: xxxxxxxx

 Please login and change your password as soon as possible.

For additional assistance contact ILL staff at ill@library.com 

 Note:  To make any changes to the configuration for Forgot your password? contact Relais Support, select Priority = Configuration Change and enter the details of the changes to be made. Be sure to indicate whether the changes apply to the patron pages or library pages or both.

Language selection

If you are using multiple languages in your Relais system, you can provide patrons and other libraries the option to select the language to use from the Login page. 

Once the language is selected, this is the language that displays until the user logs out.  This does not effect the user's preferred language as saved in their profile. 

To configure the language drop down, submit a configuration change to Relais Support.

Help link

A Help link can be provided to direct patrons or libraries to a local pages or pages with additional information and details to assist with the login and/or requesting process.  

Note that this link can display on the login page or on all pages.  This link can be different on the patron and library pages.

 Note:  To indicate whether to include a link contact Relais Support, select Priority = Configuration Change and enter the text and the url to use. Be sure to indicate whether the changes apply to the patron pages or library pages or both.

Default landing page

By default once the patron or library has logged in the My Requests - Open Request page displays.  

It is possible to specify an alternate landing page after logging in:

  • My Requests – All requests
  • My Requests – Submitted in the last 7 days
  • My Requests – Documents received
  • My Requests – Books on loan
  • Add Request – Article 
  • Add Request – Book 
  • Other

To use a different landing page contact Relais Support, select Priority = Configuration Change and indicate which page to use. Be sure to indicate whether this applies to the patron pages or library pages or both.

 

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