Five templates are available for adding requests to Relais: Article, Book, Book Chapter, Conference and Thesis. A generic Add Request template also exists and additional templates can be configured.
By default two of these options display in the side menu: Article and Book. Additional request templates can be added to the side menu.
A default set of fields is displayed for each request templates. The fields displayed and hidden can be configured.
Title is the only mandatory field configured by default for each request template. Additional mandatory fields can be configured.
Once the patron or library has entered the request information and submitted the request, the Add Request web service adds the request to the Relais database.
Each template displays different bibliographic fields by default along with the appropriate labels for each of these fields. When a request is received via OpenURL that includes a genre type that has not been configured in the Relais Portal, then a generic template displays. The generic template displays all the possible bibliographic information fields. Five request templates are available: Article, Book, Book Chapter, Conference and Thesis.
Notes:
Template | Default bibliographic information | Example |
---|---|---|
Article |
|
![]() |
Book |
|
![]() |
Template | Default bibliographic information |
---|---|
Book Chapter |
|
Conference |
|
Thesis |
|
All Bibliographic information |
|
In addition to the bibliographic information displayed on the request pages other request information is included such as service type, need by date, publication type.
Information about the requester and preferred delivery and messaging methods and addresses may also display.
One or more statements can be configured, which must be accepted by the requester prior to activating the Submit button.
By default the following statement displays: "Please acknowledge that you accept the institution's condition for placing requests."
Configure which request templates to use as well as the information that displays for each of the request templates. This includes the fields that display, the label for the field and an indication as to whether the field is mandatory. Different configurations can be set up for requests from patrons and for requests from libraries.
If you have turned on duplicate checking, the database logic will check to determine if the request is a duplicate. It is possible to limit duplicate checking to requests from patrons or requests from other libraries or both. By default duplicate checking is NOT turned on.
The following fields are used to determine whether a request is a duplicate:
If a match is found then the request is considered a duplicate. Matching is done field by field and is case sensitive.
Example 1: A request is submitted with the following bibliographic information: Title = Snow, Ice, and Savannah, Author = Stephen Nicolosi, ISBN = 9781493531950 and a request (from the same patron) already exists in the database with the same three fields and the remaining fields from above are blank then the request is considered a duplicate.
Example 2: A request is submitted with the following bibliographic information: Title = Canadian Journal of Chemistry, Article author = John Smith, Article Title = Chemistry in Canada in 2015 and a request (from the same library) already exists in the database with the same bibliographic details as well as ISSN = 0008-4042 then the request is NOT considered a duplicate.
If a request is identified as a duplicate, determine next actions:
If you are interested in turning on duplicate checking for requests received via the Relais Portal > Add Requests pages please contact OCLC Support and supply the following information.
1. Do you want to turn on duplicate checking for:
2. For how many days back do you want to check for duplicates (default number of days = 1)?
3. When a request is identified as a duplicate specify your preference for handling these requests:
In the Need by Date calendar it is possible to specify the minimum value that can be selected by the requester. To do this, configure an offset number of days. The number of days is added to the current date and the result is used to indicate the earliest need by date.
By default no offset days are configured.
Note: Weekends (i.e., Saturdays and Sundays) are not included in calculating the earliest possible need by date.
If you are interested in configuring an offset number of days for the Need by Date please contact OCLC Support and supply the following information.
Number of days | ||
a. | Requests from patrons - copies | |
b. | Requests from patrons - loans | |
c. | Requests from libraries - copies | |
d. | Requests from patrons - loans |
Confirmation email
At the time a request is submitted via the Relais Portal > Add Request page, a confirmation email is sent to the requester. The default message is as follows:
From: donotreply@relais-host.com
Subject: Your ILL Request: RequestNumber
Body of the message
The following request has been submitted to your ILL department at TimePosted on DatePosted
Request-Number: RequestNumber
Title: Title
Author/Editor: Author (Editor if Author is blank)
Article Title: ArticleTitle
Article Author: ArticleAuthor
Note: Note
If you have any problems or questions about this request please contact your ILL Office.
Note: Values that are italicized are tokens that can be used in creating the subject and the body of the message.
If you are interested in making changes to the confirmation message sent to the requester please contact OCLC Support and supply the following information.
Message value | Information to supply |
---|---|
From | Specify which email address to use |
Subject |
Specify what text to use and the following token:
|
Intro |
Specify what text to use in the introduction as well as any of the following tokens:
|
Include Library Symbol? Y/N | |
Include Date? Y/N | |
Include Time? Y/N | |
Include Request Number? Y/N | |
Body |
Specify what text to use at the end of the message body, including any contact information. Specify the following tokens:
|