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  1. Allow customization of which OCLC subfields populate requests

    OCLC has recently rolled out URIs in their various author/creator fields (100/700/etc.), which is causing many author names to be pulled into ILLiad with long website addresses that clutter our paperwork. It would be helpful if we could choose which subfields from OCLC records we wanted to import, so that we could suppress subfield 1 in the author field. Ideally, this would work both for the "Copy Info" button and for the mechanism that populates the OCLC request form, so that we could automatically avoid sending the URIs out to our lending partners as well.

    21 votes

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    3 comments  ·  OCLC  ·  Admin →
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  2. Add better logout handling for PortalGuard (and possibly Azure AD) for the SAML module

    Add better logout handling for PortalGuard (and possibly Azure AD) for the SAML module. Some IdPs require a SAML Logout message to be encoded as a query parameter in order for a request to their logout URL to actually be processed.

    9 votes

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  3. Limit Cloning in webpages by status

    We want to be able to make the action “Clone” ONLY allowed for Completed Requests. We want to remove it from Checked out Items, Outstanding Items, Cancelled Items, and Delivered PDFs.

    7 votes

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  4. Update Docline scripts to include fill in to Docline's Place Request by Journal UI

    Not all requests placed in Docline have a PMID. We must use the Place Request by Journal UI (ISSN, NLM, OCLC). This is different than the Manual function in ILLiad. ILLiad does not have a script to fill the citation information in to this request form thus we must type the citation, requestor, and TN number in to the form manually. Because not everything ordered in Docline has a PMID, this is an essential function needed to improve our workflows. A script is needed to facilitate this function.

    11 votes

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  5. Celebration Addon or Feature

    Allow ILLiad staff users to set celebration triggers prompting ILLiad to display animated fireworks or other celebratory image. Set a default trigger of 1,000,000 transactions. Other ideas might be for when queues are cleared or other numbers of transaction totals in each module have been reached. This feature request is in celebration of Auburn University Libraries (AAA) reaching 1 MILLION transactions in ILLiad on 8/17/23.

    9 votes

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    1 comment  ·  Addons  ·  Admin →
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  6. ReShare Addon notify user when request is unfilled in ReShare

    Enhance the ReShare server addon to send a notification to the requesting user when a request is polled from ReShare (i.e. unfilled/end of rota). Notification should be customizable.

    2 votes

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    0 comments  ·  Addons  ·  Admin →
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  7. Add Graphic Elements to Email Templates

    Add Graphic Elements to Email Templates
    It would be nice to be able to add graphic components to email templates (e.g. logos, progress trackers, link buttons)

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  8. Allow ILLIAD staff to customize name of column labels.

    Hi,

    I'm having to do a lot of re-organization of my data after I've created a custom report from ILLIAD. I find myself renaming columns so I know what data I'm looking at. If there was a feature that allowed us to rename the columns in the backend, this would be great for resource sharing managers who have to report on this dataset!

    3 votes

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  9. Expand the group maintenance functionality to include settings that persist for specific groups such as if renewals are permitted and the le

    Expand the group maintenance functionality to include settings that persist for specific groups such as if renewals are permitted and the length of renewals for specific groups. One group we are a part of has expanded renewals to 17 weeks - we want this for that group but not for everyone so it would be nice to be able to customize more than just initial loan length based upon the borrowing library's group.

    1 vote

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    0 comments  ·  Staff client  ·  Admin →
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  10. Additional request field auto-copying functionality (user-by-user basis)

    Currently, the CopyTitleToClipboard key in ILLiad Customization Manager allows for the auto-copying of the request title. However this setting is global for all users, and can only turned off or on by Process Type (Borrowing, Doc Del, Lending). It would be helpful to provide individual staff with the ability to override the auto-copy functionality, solely on their client, in order to either choose another field to auto-copy (e.g., Transaction Number), or alternately not to auto-copy any field when opening a request. The general setting (via the CopyTitleToClipboard key) would remain active for any staff members who did not "opt out"…

    2 votes

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  11. Make Billing Categories Default by SystemID

    When new lender addresses are created it should be possible to set SystemID specific default billing categories. For example, all Rapid lender addresses should come in as Exempt by default. ISO is another example where a specific

    1 vote

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    0 comments  ·  Billing  ·  Admin →
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  12. Create a new status for 'PDF Viewed' to work in conjunction with the current TransactionStatus 'Delivered to Web'

    We are trying to improve communication with patrons regarding electronic delivery of articles, especially when they have many items displayed in the Electronically Received Articles section of the web interface. We want users to know at a glance - which articles are available AND whether they have already been viewed. Including the date to be deleted (e.g. via the 'Expires' tag) would also be helpful, but my immediate request is to make information from the History table ('PDF Viewed') available for display. An example of what I am requesting can be seen in the Checked Out Items section. The display…

    1 vote

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  13. Wrap text for "MatchString" when editing Routing Rules in Customization Manager

    When editing Routing Rules in Customization manager there's no text wrap for the MatchString field, which makes it hard to edit lengthier/more complex routing rules.
    Right now the options are to either scroll through the long string to read it all (or find the place you need to edit), or copy the existing rule, paste it in a text editor, edit, and then paste it back into the Customization Manager.
    It would be nice if you could see the rule/MatchString in its entirety and edit it without having to scroll through the string or leaving the application to use a…

    1 vote

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  14. Fix Turnaround reports to include API-created Transactions

    Turnaround reports currently do not include any transactions created via the API. This is because the SQL queries that drive the Turnaround reports search the history table for specific status messages, and API-created transactions don't have those messages. Either the SQL queries need to be updated to include the API status messgae, or the API needs to use the same status message as the regular webpages in order for these transactions to appear in Turnaround reports. Right now, Turnaround reports for institutions that use the API to create transactions are totally inaccurate.

    3 votes

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    1 comment  ·  Admin →
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  15. Make OCLC Local Holdings visible from ILLiad

    When ordering items via OCLC from the Awaiting Request Processing queue, there are many times (especially with Internet Resource format type) where a list of symbols is showing, but no coverage information at all. It appears you can log into WorldShare's online interface directly and expose the holdings information there. Please make this info. visible in ILLiad so we don't have to leave the program or make faulty lender symbol strings. This is really not efficient and leads to wasted time.

    1 vote

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  16. Change SSN field to ID

    This field label has caused some concern/confusion in the past, and I doubt anyone still uses it to store SSNs. Currently we have to implement various customizations to hide the real column name wherever it appears in search grids.

    6 votes

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    0 comments  ·  Database  ·  Admin →
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  17. Custom search to retrieve PDFs on the server that haven't been viewed

    A custom search will currently retrieve requests “Delivered to Web” that HAVE been viewed, but not those that have haven’t. Being able to quickly retrieve a list of those not viewed and highlighting those delivered more than 3 days earlier would facilitate sending a customized reminder notification while the PDFs would still be useful to patrons. The reminders could be sent once or twice per week.

    Alternately, modifying the Electronic Delivery Reminder Server addon with an option to send the reminder x times per week (rather than each day after the first reminder is sent) could achieve the same results…

    10 votes

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  18. Addon update notification

    Surface an alert in the ILLiad System Dashboard notifying users that an ILLiad addon in use on the local ILLiad system has been updated in the directory. It can be hard to find out if addon updates are available and it can be tricky to troubleshoot or support if different versions of the addon are installed. Having a notification of an available addon update - that an ILLiad system is using an outdated version of an addon - would save time and troubleshooting as well as help users to benefit sooner from bug/security fixes.

    4 votes

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    0 comments  ·  Addons  ·  Admin →
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  19. Viewing "Return To" Address in "Check in from Lending Library" when Receiving

    When Receiving borrowed items in the "Check in from Lending Library" tab, we should be able to view the constant data "Return To" address so we know which address to select when receiving. We have to click on an address in the list, and then view the constant data in the request in a box on the right hand side. I wish we could have that constant data box to view right on that first Check In page so it is easier to select the correct address to return the item to.

    5 votes

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  20. Have Lender Select box consider Odyssey and email addresses too

    Atlas support said recently that only the shipping and billing address fields are checked for incoming ILL requests. Libraries often change their contact info. and it would be best if the system is checking for that too in order to avoid outdated Lender records in the Client and misdeliveries

    12 votes

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