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Relais Addon Overview

About Relais​

Relais was acquired by OCLC in 2017 as a consortial borrowing service. The Relais service Atlas supports is Discover to Delivery or D2D. Each consortium has its own discovery interface, similar to a library catalog. The current most version of Discovery is version 3.0 which was released in 2018.

Who is using the addon?​

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There are several libraries that are members of more than one consortia (e.g., UBorrow, BorrowDirect, EZBorrow). To handle the workflow, these locations already have routing rules in place to determine which Relais addons the requests are sent to first.

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Support for BorrowDirect ILLiad Addon(s) will be handled by one central point of contact James Robinson.

BorrowDirect Libraries Included in Addon Support Agreement

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  • Brown University

  • Columbia University

  • Cornell University

  • Dartmouth University

  • Duke University

  • Harvard University

  • Johns Hopkins University

  • Massachusetts Institute of Technology

  • Princeton University

  • Stanford University

  • University of Chicago

  • University of Pennsylvania

  • Yale University

ILLiad & Relais Integration​

ILLiad supports the Relais integration through client and server addons for BorrowDirect.

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Client and Server addon files can be downloaded here.

Please review the Documentation.html document included in the above file download package for details on the server addon configuration settings.

Please note that BorrowDirect uses encryption and users configuring the addons will need the settings from Relais D2D for setup.

Local best practices and local configuration options are not documented by Atlas but should be available from your primary point of contact listed above.

Client Search Addon​

See **Relais Search Client**for more information.

  • After Relais upgraded to a new discovery layer, BorrowDirect contracted Atlas to create a Relais addon version that supported and handled Discovery 3.0 and the new encryption methods.
  • Each item's URL contains the library's partnership ID for the consortia. When an item is requested, the addon will pass the request through a logic check that matches up the URL to verify the library utilizing the addon is part of the consortia.

Server Addons​

Relais Requesting Addon​

  • Consists of only one server addon.
  • Performs a logic check of the institution's partnership ID to verify the library requesting the item is part of the consortia.

The server addons handle requests from both patrons and library staff.

This addon is a server addon for ILLiad. It will search the queue specified by the FindItemSearchQueue setting and will make calls to a Relais FindItem DWS. Depending on the availability the addon will route those transactions to other queues.

  • If the item is requestable via the consortium the item will be requested using the Relais API and will be routed to the queue indicated in the RequestItemSuccessfulQueue setting. If an error occurs during the Relais RequestItem call the ILLiad transaction will be routed to the queue indicated in the RequestItemErrorQueue setting.
  • If the item is not requestable but available locally, the transaction will be routed to the queue specified by the AvailableLocallyQueue setting.
  • If the item is not requestable and not available locally, the transaction will be routed to the queue specified by the ManualProcessingQueue setting.
  • If an error occurs during this process, a note will be added to the transaction and it will be routed to the queue specified by the ErrorQueue setting.