Relais ILL release notes, March 2023
Release Date: March 15, 2023
Introduction
The March release of Relais provides a number of new features and enhancements in addition to several bug fixes.
Improvements to the Relais ILL and D2D staff portal version 3.11
New Staff Portal features will be available with the Portal 3.11 release. These features are applicable to both Relais ILL users and D2D users.
Portal 3.11
Improved functionality:
- Blank ILL request form available to submit a request on behalf of a patron external library
- In staff search result, suppliers (locations) from multiple records can be added to a single request
Improved user experience
- Copy to clipboard button will be available beside the title of and the author of article fields in the bib info tab
- Copy to clipboard button beside each e-resource link
- Cover page image will be displayed in the brief view of each staff search result record
- In thestaff search result, date and format filter options applied as soon as selected
- In the staff search result, links to additional search resources available
- In the staff search form:
- a clear button available beside each field
- each field expands to display the entire contents of the field
- reset button available to populate the search form with information from reques
- In the constant request info section, links to additional search resources available, as well as links to transfer a request to WS ILL and DOCLINE
Improved access to information
- Expiry date can be viewed and edited in the request Info tab
- Publication date will be visible in the constant request info section
- Duplicate request option in the bib Info tab will include multiple matching options
- Quoted amount presented to patron and external library when viewing details of a request
- The quoted amount included in the add request confirmation email
Improvements to the Relais D2D patron discovery service, version 3.13
New Patron Discovery features will be available with version 3.13. These features are applicable both to Relais ILL and D2D users.
Discovery 3.13
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Improved traceability of request processing
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Email subject and body recorded in audit notes
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Renewal notes included in renewal request email and recorded in audit record
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Note entered when cancelling a request recorded in audit record
Many of these enhancements are the direct result of your feedback.
Recommended actions
For this release, we recommend that you review the following checklists and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether there are other items that might require additional action or follow up by your institution.
Follow-up actions
In an effort to keep your staff informed of new features and changes, you may also want to consider these items.
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Share these release notes with your colleagues. Review the Relais documentation at Relais ILL. |
New features and enhancements
Improvements to the Relais ILL and D2D staff portal version 3.11
The changes outlined below are applicable to both Relais ILL and D2D users.
Improved functionality
A blank ILL request form will be available for a library staff person to submit a request on behalf of a patron or an external library.
In the staff search result, suppliers (locations) from multiple records can be added to a single request
Staff click on the checkboxes in the location table to select individual suppliers and add them to the request.
Once a supplier has been selected, a form will be open, pinned to the bottom of the browser window.
The pinned form can be resized to help users make the most of their screen space.
The pinned form can be used to manage a routing list from multiple search results.