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Relais ILL release notes, May 2022

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Release Date: May 18, 2022

Introduzione

Portal 3.9

New Staff Portal features are available with the Portal 3.9 release:

  • Staff Search - enable entry/edit of additional bibliographic, request, and delivery information fields when staff generate a request on behalf of a patron or library (i.e. can now add article title and article author, etc., when creating a request from search results).
  • Additional Charges – enable staff to enter/edit additional charges to be applied to a request and record charges for material supplied by external suppliers.
  • Enable a request to be automatically locked to staff viewing the request and unlocked automatically when staff move on from the displayed request.
  • Enable staff to manually "Unlock a Request" that is currently locked for processing by someone else.

Staff Portal improvements have also been made based on customer feedback:

  • Improved readability of notes fields.
  • Request number is maintained in a prominent position (upper right corner) of the display when scrolling is required and includes an icon to automatically copy the request number to the clipboard.
  • A progress bar has been added to the "Download" modal to advise users of processes related to the download of the PDF image (Patron/Library Portal).
  • The originally logged-in staff user will be referenced in the audit history of any request which is processed by/"Acting as" as a "substitute user".
  • TAT statistical reporting now includes a report to enable evaluation of the efficacy of estimated arrival date (EAD).
  • If desired TAT statistics can now be configured to calculate and display Heversine distance.

The following bugs have also been exterminated with the Portal 3.9 release:

  • Zendesk 519878:  “Loan” tab does not advance to the next Request number when a lookup is performed via “OCLC request number”.
  • Zendesk 526325:  “Loan” tab is not recalculating the Due Date when the request number is changed to the next request.
  • Zendesk 519313:  “Recall/Renew” tab is not clearing notes field when the request number is changed to the next request.
  • Zendesk 527268:  Ensure the display and updates to the Call Number field made on the BibInfo tab are to the same field.

Relais 2022.1

Bugs exterminated:

  • Zendesk ticket:  521696:  Delivery Email application revised logic when resource_name is null to ensure routing to Delivery Failed is appropriate.
  • NCIP Place Hold application revised to ensure recording of the request fulfillment entry for the current supplier when unable to place a hold.

Azioni consigliate

Per questa versione, si consiglia di rivedere i seguenti elenchi di controllo e completare le attività pertinenti in modo da poter modificare i criteri e i flussi di lavoro e formare il proprio personale. Questi elenchi di controllo identificano gli aggiornamenti che abbiamo determinato come significativi per la maggior parte degli istituti. Ti invitiamo a rivedere tutti i documenti nelle note sulla versione per determinare se vi sono altri articoli che potrebbero richiedere un'azione aggiuntiva o un follow-up da parte del tuo istituto.

Azioni amministrative

Questi item richiedono un'azione o una decisione immediata.

Azione

Portal 3.9

  • The feature to enable a request to be automatically locked to staff viewing the request and unlocked automatically when staff move on from the displayed request is enabled by default with this release.  If this feature, designed to prevent two users from processing the same request at the same time, is not desirable please enter a Zendesk ticket and request this feature be disabled.
  • The feature to enable staff to manually unlock a locked request is enabled by default with this release.  If this feature, designed to prevent two users from processing the same request at the same time, is not desirable please enter a Zendesk ticket and request this feature be disabled.
  • When desired the Search feature can be enabled when a request resides in a defined processing queue (i.e. Search Manual, Review Queue, etc.).  With Portal 3.9, the search feature can be configured as an additional processing option and not as the primary feature if desired.  i.e. When processing the Search Manual queue staff may desire the "advanced search" modal to appear immediately when a request is selected however when processing a request in a Review Queue staff may instead want the applicable processing tabs (Loan, Supply, Unfill/Cancel, Request Routing, etc. to display first and with an option to "Search" if desired.  To enable queues to have access to the Search feature as a secondary option please enter a Zendesk ticket requesting modification to your existing configuration as desired.
  • The Additional Charges option is enabled by default.  If this feature is not desired please enter a Zendesk ticket to request this feature be displayed for your institution.

Azioni successive

Al fine di mantenere il personale informato sulle nuove funzionalità e modifiche, è possibile prendere in considerazione anche questi elementi.

Azione

Condividi queste note sulla versione con i tuoi colleghi.

Review the Relais documentation at Relais ILL.

Nuove funzionalità e miglioramenti

Portal 3.9

Staff Search - enable entry/edit of additional bibliographic, request, and delivery information fields

Enable entry/edit of additional bibliographic, request, and delivery information fields when staff generate a request on behalf of a patron or library. Now Staff is able to add article title and article author, etc., when creating a request from search results.

Screen Shot 2022-05-16 at 11.54.12 AM.png

Additional Charges

Enable staff to enter/edit additional charges to be applied to a request and record charges for material supplied by external suppliers.

Screen Shot 2022-05-16 at 11.57.30 AM.png

 

Screen Shot 2022-05-16 at 11.56.59 AM.png

Staff user manual "Unlock Request"

Enable staff to manually "Unlock a Request" that is currently locked for processing by someone else.

Screen Shot 2022-05-16 at 12.01.26 PM.png

Correzioni di errori

Portal 3.9

  • Zendesk 519878:  “Loan” tab does not advance to the next Request number when a lookup is performed via “OCLC request number” 
  • Zendesk 526325:  “Loan” tab is not recalculating the Due Date when the request number is changed to the next request
  • Zendesk 519313:  “Recall/Renew” tab is not clearing notes field when the request number is changed to the next request
  • Zendesk 527268:  Ensure the display and updates to the Call Number field made on the BibInfo tab are to the same field

v2022.1

  • Zendesk 521696:  Delivery Email application revised logic when resource_name is null to ensure routing to Delivery Failed is appropriate or not
  • NCIP Place Hold application revised to ensure recording of the request fulfilment entry for the current supplier when unable to place a hold

Problemi noti

There are no known issues to report at this time.

Siti web di supporto

Le informazioni di supporto per questo prodotto e i prodotti correlati sono disponibili all'indirizzo: