Relais Portal updates

Ability to configure and use the NCIP circ messages (CheckoutItem, AcceptItem and CheckinItem) with WMS

This feature will be turned off upon the update. Submit a ticket to OCLC Support in order to have your systems configured to utilize this feature.

Ability to display the call number and volume fields as part of the constant request data in the staff web pages.

Ability to have the entire note field display in the audit history grid without having to select the row.

Support for the btitle and the jtitle OpenURL parameters passed from World Cat Discovery to D2D Discovery.

Ability to display a maintenance notification page to users during updates that require downtime.

Ability to control whether any or all of the following fields: patron name, address, phone number and/or email are stored as part of the skeletal patron record in Relais for NCIP/SIP2 generated patron records.

Ability to allow patrons to initiate a scrub of their personal data from their ‘Completed’ requests.

Ability to limit the number of active requests a patron can have at any given time and/or over a rolling time period.

The Auto fill barcode using request number / Auto-process requests feature has been separated into two configurable settings. Auto-processing of requests, if enabled, occurs only when a single request is returned through Query Request. If a list of requests is returned from the Advanced Search OR from a queue in the Side Menu, the ability to auto-process is not enabled.

Ability to use the SIP2 protocol to retrieve patron information from an institution’s library system to validate the patron.

Enhanced Side Menu. The entry from the side menu that is currently selected will now be bolded in all user pages (patron, library and staff) to make it stand out visually.  In addition, a library can choose to have a green check mark display beside the highlighted selection to further enhance its display.

A subtle vertical line has been added to visually delineate the contents of the side menu and the main content of the page.

Ability for patrons, libraries and staff to export a list of requests to a CSV file. Patrons and libraries will be able to access this feature via the Open Requests and the new Complete Requests links under My Requests in their respective portal pages. Staff will be able to access this feature from a request list (grid) or from a single request.

After clicking on Export Request users will be prompted to indicate what fields from the requests to include in the exported file of requests.

For patron and library requests, libraries can configure a warning message to display prompting users to export their request history when a patron’s total requests are within the configured percentage of the total number of requests (Open or Completed) that can be displayed. The default configuration is 10%.

Note: The CSV file created is a comma delimited file. When opened in Microsoft Excel some fields of data (i.e. pages) may be displayed out of context. i.e. 8-10 may appear as 10-Aug due to MS Excel default formatting. The CSV file should be imported into Excel and the pages field formatting set to "Text" instead of "General" to avoid this issue.

Ability to configure a link to an institution’s privacy notice for display on the login page and/or within the footer sections of both the patron and library portal pages.

In Advanced Search, doing a title keyword search with more than 8 terms resulted in an 'Internal Service error'

A new Supply tab in the staff pages provides staff with the ability to attach an existing electronic document or file to a request, select a Supply As code, e.g., Photocopy No Scan and specify the number of pages in a document (for invoicing purposes)

When passing an OpenURL into D2D Discovery and an ISBN or ISSN is included along with the title/author bib parameters, the ISBN or ISSN is combined using 'and' logic.  Previously these parameters were combined with 'or' logic.  

When a request is displayed to staff, the Publication type and Service type display as part of the constant request information.

On the Loan tab, when using the 'autofill' barcode with request number feature, use the request number only when processing requests for a library's own patron.  Do not enable this when updating requests from other libraries.   

Pop-up window with Leave Page / Stay on Page message in IE 11 no longer occurs

On the Loan tab, if the Due Date field is hidden and NCIP or eSIP is in use, then no due date is sent in any messages, i.e., CheckoutItem or AcceptItem, to the local library system.  

When using Advanced Query, if the user does not enter any search criteria an error message displays

When NCIP or eSIP is in use, additional logging has been added to track the time elapsed OCLC Relais hosted servers and a customer's NCIP/eSIP server.  This additional logging will assist with system monitoring and troubleshooting.  

Issues with response time and batch processing.  In particular, when entering numbers using a barcode reader or wand, the end of the number was sometimes cut off, staff experienced timeout errors and when using the batch or retain option in the Unfilled tab some requests were not updated.  

In the Add Request pages when the delivery method and/or messaging method fields and the corresponding address fields are hidden an error is being displayed to the requester.  

ILL

Bug

3669

32526

The "forgot my password' link on Portal 2.5 results in a blank screen

3629

When not using the login and password from the patron's Relais record, for example if using NCIP and using the patron's surname as one of the login credentials, it is now possible to configure an appropriate maximum length for the field.  Previously the maximum length for any login credentials was set at 20 characters. 

3491

In the Add Request pages, if a Bibliography number is entered then a Bibliography must be selected from the drop down.  Previously it was possible to enter a number without selecting a corresponding bibliography.

3442

In the Add Request pages only numbers can be used for the Max Cost.  Previously if other characters such as $ were entered via copy and paste an error displayed. 

3441

When using the OpenURL non-standard language codes (ISO639_2) no longer generate an error.

2548

The two ISSN and ISBN fields have been separated.   See the screen shots on the Add Requests page

It is now possible to display only the first ISSN (or ISBN) and hide the second.  Previously the display of the ISSN fields was causing problems for requesters and it was not possible to hide display only the first ISSN and hide the second ISSN. 

Customers who had hidden the ISSN or ISBN previously and would now like to display these fields again please contact OCLC Support.

Configuration on the Portal pages can now be done based on the patron type.

3140

It is now possible to use OpenURL to create a patron record on the fly.  For example if using a 3rd party system for authentication and not using NCIP to retrieve patron information from you local library system, you can send patron information as part of the OpenURL - this information is used to create a skeletal patron record if one does not already exist in Relais. For more information see the OpenURL parameters page.

The patron id / library symbol is displayed as part of the audit notes when a request is added via the Relais Portal. For example:

Received ILL Request from: PATRON1

Received ILL Request from:  OORII

In the Add Request web service do not update ID_DELIVERY.date_processed

For customers using RapidILL, the updating of date_processed was causing requests that had been sent to RapidILL to be updated incorrectly and sending "filled" emails to patrons in error.

It must be possible to allow the requester to NOT set a Need by Date

See Need by Date for configuration options

New version of Add Request web service (used to create requests submitted via the Relais Portal page into the Relais database)

• The Add Request web service has been migrated to the Relais Portal environment. For Relais ILL customers, all requests entered via the Relais Portal pages are using this new version of Add Request to add requests into the Relais database. This includes the logic that assigns the request number, request type and process for a new request. Patrons and libraries using the Relais Portal pages will not see any change in the way their requests are entered or in the way the request number is displayed once the request has been entered into the Relais database. Patrons and libraries will continue to receive a confirmation email as in the past.

Option to hide Delivery Method on the Add Request pages

• It is now possible to hide the Delivery Method drop down box on the Add Request pages (this was not possible in previous versions of the Relais Portal). For example if you want to force all requests for copies to be delivered via Post to Web it is now possible to set this as the default and hide this field on the Add Request pages therefore preventing your patrons from selecting any other delivery option.  
• See Add Request configuration for more details for this option.

On the Add Request pages, add an option to set the earliest Need by Date a number of days in the future

• In earlier version of the Portal if the Need by Date were displayed on the Add Request pages it was possible for the requester to select the current date as the Need by Date for a request. A new configuration option is now available that allows a number of days to be added to the current date, the resulting date is used as the earliest Need by Date the requester can select. For example if 3 days is configured as the offset for request for copies from libraries and today is October 5, then the earliest date the requesting library can select as the Need by Date is October 8. Different numbers of days can be configured for requests for copies and loans as well as for requests from patrons and libraries.
• By default this value is set to 0 (zero). See Add Request - Need by Date for more configuration details and how to request this option be activated.

Option to identify duplicate requests submitted via the Add Request pages

• Options to identify when patrons and libraries submit duplicate requests via the Add Request pages are now available this includes how to handle duplicate requests when they are identified. 
• By default no duplication options are configured, therefore no checking for duplicate requests is done. See Add Requests - duplicate checking for more information, configuration options and how to request duplicate checking be turned on.

Enhanced security options for sending patron credentials to the Relais Portal pages

• Two options for encrypting patron credentials passed into the Relais Portal pages are now available
  • • Option 1: Encrypt the patron credentials using a public-key (PEM format) for asymmetric key encryption prior to constructing the OpenURL to pass to the Relais Portal pages 
    • Option 2: Call the Relais Authentication service to generate an 'aid'  

The request templates used by other libraries have been updated to display the Supplying Library drop down. This will ensure that a default supplier is added to the request at the time it is added to the Relais database.

In Request Detail add Status Date as one of the elements displayed. For example