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  1. 5 votes

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  2. Allow cloned requests to be routed

    Option 1: Add a tracking entry that is created before the routing rule is triggered so that the routing rule can reference the tracking table.

    Option 2: Create a new menu option of Clone and Route that prompts the staff user to pick the new queue.

    5 votes

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  3. 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.

    4 votes

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  4. Create a read-only/distributable form of dbc files or the SQL Alias Manager

    With SQL Alias Manager 1.3.2 staff with local admin privileges on their desktop or VM’s are no longer able to successfully Set Default (Local Machine) without also requiring Full Control privileges on the folder where the DBC’s reside.

    In a shared environment this is an issue because we wouldn't want everyone to have full read/write access to a shared folder where someone could potentially change a dbc file for every staff member. This wasn't an issue with SAM v1.2.2.

    4 votes

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  5. 4 votes

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  6. 4 votes

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  7. Book Chapters - Should use Article holdings path instead of Loan holdings path

    Book chapter requests use the incorrect custom holdings path; they pull from OCLCILLLoanHoldingsPath instead of OCLCILLArticleHoldingsPath, but the latter is the correct path.

    4 votes

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    1 comment  ·  Staff client  ·  Admin →
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  8. 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  ·  Admin →
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  9. Make the "Save" button larger on request screens

    Currently the "save" button is small icon on the top of the window for patron records and updating lender records. Please make it the same size as the other buttons.

    4 votes

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  10. Change how system auto-creates and inserts due date for Lending requests

    At Stanford, we often page books from one site to another and this can take a bit of time. We want the DueDate to reflect when we mark the book as Shipped, instead of when we first open the request. It would be beneficial if changes to this functionality also improved the client's ability to deal with server addons or workflows that bypass opening the request form, entirely, since those requests can wind up missing the due date on pull slips.

    4 votes

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    1 comment  ·  Staff client  ·  Admin →
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  11. Allow for staff to login to the ILLiad client via LDAP or SSO

    From customer: If we could automatically/programmatically create Staff User accounts in ILLiad and have the option for them to authenticate via LDAP to the ILLiad client, that would be really convenient. (Or if there was a Single Sign-On option that used the computer's Windows credentials to authenticate staff users).

    4 votes

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  12. 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.

    4 votes

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  13. Allow multiple different email templates based on different reasons for Disavowing patrons from Patrons to Clear

    We've had a spate of local users accidentally filling out Proxy forms, as well as unaffiliated users trying to create accounts using the Proxy form. It would save a lot of time and confusion if we could select reasons and different pre-made disavow templates like we can elsewhere in ILLiad

    4 votes

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  14. 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.

    4 votes

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  15. Add a button or link to get addons from the client

    Like the "Get Add-ins" button in Outlook, it would be nice to have more visibility in ILLiad for the addons that directly links folks to the addon directory in the docs.

    4 votes

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  16. Client fields for Transaction vs Database Fields - all should be available

    There are several fields in the Transactions table of the ILLiad database that show up on the Borrowing Request form, but not on the Check in from Lending Library form, or vice versa. Examples: "Priority Shipping" shows up on Borrowing Request form, but not Check In form "Handle With Care" shows up on Check In form, but not Borrowing Request form. These items also do not show up on the list of fields available when customizing form layouts. Is there another way to add them to a form? If not, is there a reason for this inconsistency?
    User would like…

    4 votes

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    1 comment  ·  Staff client  ·  Admin →
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  17. ILLiad / Aeon integration - request type would transfer from ILLiad to Aeon automatically

    The request type (Loan or Photoduplication) should transfer automatically from ILLiad to Aeon. ILL staff should not have to select that again when transferring the request to Aeon.

    4 votes

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    1 comment  ·  Staff client  ·  Admin →
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  18. 4 votes

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  19. 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.

    3 votes

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  20. 3 votes

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