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OCLC Support

Supply documents

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Learn how to supply documents to your own patron or another library.

Supply documents to your own patron or another library

To update a request (either to your own patron or to another library) using a supply code or adding an electronic document (i.e., not by scanning a document with the Relais scanner module or as a loan)

  • Retrieve the request to be updated.
  • The Supply tab displays or click to switch to the Supply tab.

supply_tab.png

No. of pages

To indicate the number of pages in the document being supplied.  

  • Enter a numeric value greater than 0 into the field.

 Note:  Display this field if you use Relais to calculate a billable amount based on the number of pages entered. By default, the No. of pages field is hidden from display. To display the number of pages contact OCLC Support and request a configuration change. 

Add Document 

Add an existing electronic document, e.g., one that has been scanned from print outside of Relais.  

 Note: The list of file types that display depends on the current delivery method for the request and what is supported in the browser.

  • If the size of the file selected exceeds the file limit (60 MB) an error message displays, e.g. "SPECTRUM ANALYSIS.pdf exceeds the allowable file size limit. The maximum file size is 60 MB"
  • If the file selected is not supported for the delivery method for the request, an error message displays, e.g. "The file type you have selected is not supported for the delivery method = Mail for this request"
  1. Click Add Document. A browser specific file dialog box displays:
  2. Browse to the appropriate location and select a file using the dialog box provided.
  3. Once a file is selected, click Update.
  4. The file is uploaded to the Relais server and the request is updated in Relais:
    • An audit record is added to the request.
    • The request is moved to the appropriate delivery queue, e.g., Delivery Email.

Supply as

To indicate a document is being supplied, i.e., not as a loan or a document added.  

  1. Select a value from the Supply as drop down.
  2. Click Update.
  3. The request is updated in Relais and a series of updates are done:
    • An audit record is added to the request.
    • The request is moved to the appropriate delivery queue, e.g., Delivery Local, for the coverpage to print.

重設

If you have selected a document and/or a supply as code in error, but before updating the request, click Reset to display the request as it was when opened initially.  

Configure the Supply tab

Several elements on the Supply tab can be configured, including, changing the name of the tab, changing the text of each label and button, selecting which elements to hide/display. All configuration can be done based on staff group.

Specific configurations are:

  • No. of pages: The No. of pages field can be hidden or displayed and/or marked required. Default = hidden and not required
  • Default max file size: The default value for Max file size can be changed. Default = 60 MB
  • Supply as:  The Supply as drop down can be hidden or displayed. Default = display

 Note:  For any configuration changes or questions regarding configuration please contact OCLC Support.