ILLiad Ideas

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  1. Add an export option (Excel or other format in which data can be easily manipulated preferable) to the forms History > All Requests and Hist

    Many of our patrons need to download their request history to help with their bibliography, at least every six months (due to our data delinking schedule).

    In the old pages, this was possible with a simple copy and paste into a spreadsheet program.

    In the new 9.1 web pages, there is no easy way to export or print the full list of requests. (Copying and pasting will jumble the format; also, for article requests, key parts of the citation will be missing).

    Can you please add a data export option? Thanks! This is very important because we do delink routinely,…

    14 votes
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    2 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  2. Integrated OpenAthens Support

    Build in support for OpenAthens without the use of Shibboleth or EZProxy.

    36 votes
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    13 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  3. Warn or prevent staff from marking requests found after they have aged out to next lender in OCLC

    OCLC Lending requests remain in processing queues even when they have aged out and moved to the next lender (or are returned to the borrowing library unfilled, if the library is the last/only in the lending string). Staff are unable to filter by or see the OCLC status in grid views, so individual requests must be opened to see if a request is no longer in a CONSIDERING status and has aged (or even been deleted by or cancelled by the borrower). Requests may age out for various reasons while sites are continuing to retrieve/process requested items and it is…

    16 votes
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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow the CreationDate field to be added to loan and article pull slip templates

    It isn't currently possible to add the CreationDate field to the loan and article pull slip templates because that field is not included in the xlsx datasource columns. Can this be fixed? Having the CreationDate field on pullslips would make it easier to know which printed requests are close to expiring and need immediate attention.

    14 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Database Manager - Extend the transaction purge options

    The transaction purge tab in Database Manager only has transaction date as a criteria. The Patrons tab allows for a very fine grain approach for deciding which users to purge. It would be nice to have a similar or expanded group of options for transaction purging.

    For example, it would be nice to be able to delete test users that have test transactions, which we cannot currently do effectively now.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add price to Symbol/days to lend grid instead of hovering for that information.

    Having to hover over a symbol to see the cost while in borrowing trying to build a custom string takes extra time. It would be great if the cost could be displayed right next to the days to fill.

    4 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  7. Bulk Renew in Borrowing

    With libraries closed indefinitley all over the world, we have to push due dates out, possibly multiple times. This is easy enough to do in an ILS, but ILLiad does not allow me, as the Borrowing Coordinator, to push out a renewal request for one new due date for all items currently due before that date. That would save me hours, possibly days of work!

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. ability to update OCLC request to complete

    Attempting to Check In from Lending Library will cause a Connection Manager error if an item is returned to the lender but the borrowing library has not performed the OCLC Received or Returned update.While the Connection Manager error can be cleared, the system flag will remain unless the borrowing library updates the request.

    It would be helpful to have a way to override these flags, particularly if the item is considerably overdue.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Billing Manager: send .pdf invoices via email

    Billing manager is great for print invoices, but we would like a more integrated way to send email invoices through Billing Manager. Currently, we generate the invoices and then have to break them into individual .pdfs before sending via email or regular mail. It would be great if there was a one click solution to just send the invoice via email to each library.

    10 votes
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    1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  10. strip extra characters out of PMID field when receiving from Pubmed via OpenURL

    The OpenURL generated by Pubmed has the PMID field sent as:
    &rft_id=info%3Apmid%2F26824237
    which puts extra info in front of the PMID value. This means staff have to touch each request and clean it up before searching it. It would be great if the OpenURLMapping table could have an option to strip characters from a value or some other means to clean up that field when it carries over.

    4 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  11. Notify Patrons We Are Still Trying to Fill a Request

    In a recent OCLC customer service webinar it was suggested that we notify patrons regularly as to the status of outstanding borrowing requests. This would not be possible for us to do manually due to our work load. If we could use ILLiad to send out a notice for borrowing requests to let patrons know we are still trying to fill their requests, that would be great.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Import complete information (esp. Publisher) from OCLC into ILLiad when sending request

    Currently ILLiad imports the title field from sent OCLC requests. It would be great if it imported more info such as the journal publisher. We are constantly asked for details of how many Publisher X or Publisher Y journal articles were requested through borrowing. We can't provide the info because the patron doesn't supply it and ILLiad doesn't import it (and manually doing it for our volume of requests is too time consuming).

    3 votes
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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  13. Hard to tell when Editing vs Copying a row in Customization Manager tables

    When working in the OpenURLMapping table, we noticed it really is impossible to tell if you're in the "Copy" or "Edit" mode because the ID value doesn't show up in either of them. We'd expect it to show while in Edit mode, but be blank in Copy mode.

    In general, when working with a table in the customization manager, it gets very confusing when you think you hit Copy but then worry you may have hit Edit instead since the opened row says "Edit Row" either way. If there was some way to indicate better whether you were in Copy…

    4 votes
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    1 comment  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add an export option to the Submit Copyright Orders Screen

    Most other ILLiad screens allow exporting data to Excel. Adding the option to the Submit Copyright Orders screen so we could more easily investigate titles we're borrowing high amounts of, along with the actual current publisher fees in CCC prior to submitting the order would be very helpful

    2 votes
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    0 comments  ·  Copyright  ·  Flag idea as inappropriate…  ·  Admin →
  15. 2 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  16. Improve design of Customization Manager for Shared Server Sites

    Because a user selects a site in the Home ribbon, it is not clear that tabs and configurations made for Z39.50, Notification Templates Server Addons and DSP apply to all sites.

    This used to be more clear when these options were available at the Ribbon level.

    It would also be helpful to remove the ILL selection option from the Home ribbon for Shared Server installations to avoid confusion when editing key and table entries.

    9 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Warning re: Multiple Pieces in Web Circ

    Add a prompt or warning when an item which has multiple pieces is updated to Mark Returned in Web Circ so that staff are alerted to the fact that more than one items should be returned with that request.

    9 votes
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  18. User expiration by status

    Ability to control user expiration based on User status i.e. I don't want Faculty accounts to expire. Or only expire undergraduate accounts.

    2 votes
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    0 comments  ·  User management  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add export of User list from the Staff Manager

    Add the ability to export of list of staff user from the staff manager similar to functionality available in Ares

    2 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  20. iOS app for ILLiad on iPad

    Please develop an ILLiad app for iOS on iPad. It would greatly ease some of the difficulties our workers have doing their job remotely.

    1 vote
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
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