ILLiad Ideas
149 results found
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Add Note While Returning Books When I check items in to return them to their owning institutions, I often need to make a note in the request. Currently I can only do that by opening the request first. It would be nice if I could double-click in the notes field and add the note from the "Borrowing Check Item In" screen.
7 votes -
staff password complexity description Add a field to the StaffPasswordComplexity field to allow a plain text description of the regular expression. A user should able to view what the password requirements for staff passwords are without having knowledge of regular expressions.
7 votes -
Add Expired User Indication on User Record When using User Expiration in 9.1, the only indication of a user's expired status on the User Record is the Expiration Date. All other indicators are the same as a New User :
User Record= no status button active
https://www.screencast.com/t/1xqQr0NbaIZTransaction Record=flag by username and "user not cleared" status warning
https://www.screencast.com/t/0DttY3BXKQkPI would be helpful to be able to readily distinguish between users that are expired vs. users that are new.
7 votes -
Include ability to batch update records I realize that this could be very dangerous and should be locked down behind something like the database manager, but having the ability to batch update records (transaction, user, lender, etc) in ILLiad would be a huge time saver. There are times when local data or workflows change, and the ability to change more than one record at once would open up a lot of possibilities.
7 votes -
A key to determine if request auto opens (or doesn't) when it's the only item in a queue. I would like to be able to control if a request will automatically open when searched or when a queue of one is displayed.
Primarily, I want to be able to STOP the request from opening automatically. Many times we search for an item to see info, or route to an active status, and auto opening just slows down our ability to do this as we wait for the request to render.
7 votes -
Limit Number of Library Symbols added to the Lending String with Custom Holdings Add ability to customize the number of libraries that are added when using Custom Holding to create the Lending String.
Many libraries want to create shorter lending strings (less than fifteen) so that requests are not out for potentially weeks before being filled. Currently, in order to create shorter lending strings you have to manually add library symbols or remove library symbols after using custom holdings to auto-generate a string.
7 votes -
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.
7 votes -
Increase font size. Increasing font size fosters a more inclusive and equitable environment. In previous posts regarding font size, Atlas noted that the increase in font size was addressed. However, Atlas' solution to use Windows settings creates other issues. Using Windows to increase font size makes other programs that already have accessible font size lose some functionality. Also, using Windows to "fix" ILLiad's font size inaccessibility, loses page functionality in the client (e.g. the notes field in an open request are no longer visible on the page.)
6 votes -
Add ability to "pin" or "favorite" staff Note in ILLiad request In cases where staff have the need to re-use the text of a staff note in an ILLiad request, it would be helpful to enable functionality to "pin" or "favorite" a specific note at the top of that day's listing of notes so as to get there in a single click, without having to scroll down to it (or to have to type in the beginning text for that needed note in the Recent Notes field, in order to auto-suggest).
6 votes -
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.
6 votes -
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!
6 votes -
Lengthen conditional message The Lending Notes field in OCLC has a character limit of 500 characters, but ILLiad will only put through 255 characters. Would it be possible to increase this?
6 votes -
Make Illiad fields searchable regardless of including accent marks/special characters Allow the ability to do searches in ILLiad & pull up the correct results regardless of whether that field has a special characters or accent marks, etc. For instance, doing a patron last name search for Peña, should pull up with Pena or Peña (currently it has to be an exact match). Same thing with titles & authors, if the title has accent marks or special characters, we cannot pull up the request without also including the special characters/accent marks.
6 votes -
Tag other ILLiad users in a staff note We can use flags and notes to ask other ILLiad staff users questions about a request, but it would be even simpler if we could include @PersonName in a staff note and notify them that they'd been tagged for review/response.
6 votes -
Save some user demographic info with the request for reporting/statistics. Store demographics (ie, non personally identifying information, such as major or department) associated with a user request, to the request, not just the user.
This would allow us to know better understand ‘how many requests were submitted by BIOLOGY majors’ in a given period of time vs. having those BIOLOGY requests migrate to a new major when USERS change major or vice versa.
6 votes -
Change or remove Awaiting Secondary Label Printing process Awaiting Secondary Label Printing is confusing and sometimes student workers process things in the wrong way and items end up in this queue. Note that OCLC doesn't get updated properly when items are marked found in this queue.
6 votes -
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.
6 votes -
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.
6 votes -
Make the Shipping Options field one that can be cloned Many libraries use the Shipping Options field for the delivery preference of users. This is the field that is being used for API transfer of user delivery data from other systems. If a loan request is cloned, this preference is not retained and needs to be manually entered. It will cause problems if it is left blank.
5 votes -
Allow customization of shortcut actions Staff will perform the actions that produce "shortcut" actions in ILLiad accidentally. These should be able to be customized or turned off to prevent accidental prompting of processing steps. (https://support.atlas-sys.com/hc/en-us/articles/360011911733-Tips-and-Shortcuts-for-ILLiad
5 votes
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