Relais ILL release notes, May 2022

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.

Administrative actions

These items require immediate action or decisions.

Follow-up actions

In an effort to keep your staff informed of new features and changes, you may also want to consider these items.

Portal 3.9

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