ILLiad Ideas

How can we improve ILLiad?

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  1. Add the ability to increase font size in the staff view for older folks or the visually impaired.

    The current font size in the staff interface is not adjustable within the application. It would be useful and decrease eye strain is the font could be adjusted to user preferences, Regular, Large or Extra Large maybe?

    39 votes
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    7 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  2. Address validation for shipping

    UPS and FedEx will charge for address corrections. https://www.ups.com/us/en/help-center/sri/glo-addcorr.page
    https://www.franklinparcel.com/what-is-an-address-correction-charge/

    Would be nice to have an address validation app to check addresses and flag incorrect addresses for review before shipping to save on address correction

    38 votes
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    5 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  3. Include more high contrast skins in ILLiad

    Customer requests more high contrast skin options for ILLiad. "in general if there is a dark background a light font is better. Dark on dark is difficult to read." More details and pictures in ticket 8724.

    16 votes
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    6 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  4. When manually routing a request to a new status, display the name of the new status in the confirmation message

    In the "Confirm Manually Change Status" box, the only message is "Are you sure you want to manually change this status?"

    If this included the new status (eg "Are you sure you want to manually change the status of this request to ____?") this would improve the confirmation process and help to catch when staff accidentally click on the wrong status in the dropdown menu.

    26 votes
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    3 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  5. Flag or add a notification of some sort sort to identify stale requests.

    It would be nice to be able to see requests that are sitting around in queues when they should have moved on or some action might need to be taken by staff. An example would be items that have been sitting in Request Sent for too long with patrons not getting their materials in a timely fashion.

    9 votes
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    2 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  6. Bring Back UNDO Shipped for all requests

    Is it possible to have the ability to UNDO Shipped brought back, or have another way to undo a request?

    6 votes
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    2 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to make OCLC borrowing requests from a custom queue

    The functions to create an OCLC borrowing request are not available until the request is opened from the Awaiting Request Processing queue. It would be helpful to be able to create OCLC requests from a custom queue eliminating extra steps for processing items that might routed to a custom queue for review.

    18 votes
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    3 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  8. New ILLiad Document Type: E-Book

    Having a new document type of E-Book would help when doing custom reports.

    14 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  9. See last opened request

    Could there be a way to see a list of the last 5 or so requests that a staff person opened? We sometimes forget to place notes or verify a piece of information before it gets routed to the next step. Titles or usernames are not always remembered correctly to find the request again. Even just the last request opened would be helpful.

    4 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  10. Remove Patron Name Field in OCLC request

    When you submit a request through OCLC there is a field in Borrowing Information for the patron name. We have been deleting the patron name from this field for some time because we've found that it is sent to the lending library. If the library has a newer version of ILLiad, the patron name isn't sent, but if the lending library is on another system, it is. Removing this field would be an easy fix for patron privacy.

    3 votes
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    3 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create an alert to catch Connection Manager hangups.

    From ticket 887: It would be nice if you could develop some sort of alert to let you know that the server needs to be restarted. By the time I realize anything might be wrong things are already pretty bogged up.

    Maybe something that allows an alert to check Connection Manager with no downloads in 2 or 4 hours or similar. Configurable per site due to volume variation. This would be for when Connection Manager is running but gets hung up for whatever reason and requests do not download from OCLC as they should.

    5 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  12. Lender Addresses with Invoices that are Active

    Lender Addresses linked to Invoices that are Active (even those marked Paid) cannot merge with another address. The only option currently is to manually change or delete invoices first. Please consider allowing Paid invoices to not be considered "Active

    1 vote
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    1 comment  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  13. Printing Multiple Requests from a Queue--Simplify Process

    Ability to select and print multiple requests from a queue without having to navigate through the merge template process. While it is possible to use the Print Selected Requests option from the Process ribbon, the process requires manually opening a template and completing a merge process.

    Ideally, the process would work like other batch printing processes where users are prompted to view/edit a word merge template.

    3 votes
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    1 comment  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  14. Have the Patron ID number viewable on the request page.

    Currently, you can only see the patron's name, address, status, delivery methods on the patron tab in Borrowing. You have to use the "View User" button to access the patron's ID number. This would help eliminate a step when you need the ID number for accessing library accounts and fines in an ILS.

    4 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add a back button to DOCLINE ribbon

    Add a Back button on docline ribbon. It is unclear that users can hit the backspace button - especially since this kind of functionality lends itself more to "browsing" so people might want to go back to a previous screen.

    1 vote
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to batch delete notes from a request

    Sometimes, when interacting with different pieces, the system will add hundreds of copies of the same note (usually one every ten minutes) before a staff person catches that it got stuck. Then, these many duplicate system notes make it hard to see actual relevant notes. Currently notes can only be deleted one at a time which is not at all feasible in these cases. It would be great to be able to select multiple notes on a request and delete them at the same time.

    3 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make a library's loan period visible on the borrowing holdings screen

    When creating a holdings list, currently borrowers can see the institution name, days to respond, and fees for lending institutions. It would be nice to see the library's loan period for items in this area.

    1 vote
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  18. Enhance the MARC record display in WorldCat searching

    It would be great to add features from OCLC Connexion's MARC display to the display of MARC records in ILLiad. We'd like to see the value in 040 subfield b (language of cataloging) displayed in a column in search results to quickly narrow down the potential correct record for an item. It would also be really helpful to right-click on a MARC tag to go to the OCLC site for a definition of that field. Modeling the MARC display after the great features in Connexion would really help with efficient searching.

    2 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  19. expanded off-times (lower case) flexibility.

    Copy RAPID's off-times where we can set off times by time as well as by date. We also had a need for a more immediate closure before the 24 hour limit where we had to close for a hurricane. It would have been nice to set the non-lender status closer to the event instead of putting it a day later.

    5 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  20. Title in Borrowing Check In from Lending Library

    From the Check In from Lending Library screen you can update most of the information before checking in. For some reason you can't currently change the title without opening the request. This causes any changes that have been made to the request (due date, restrictions, special notes) to be lost. I need to change the title regularly to remove notes to the lending library that we often put in the title field. Being able to delete these notes from the Check In from Lending Library screen would be very helpful!

    2 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
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