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143 results found

  1. ILLiad does not pull all data from Docline when an ISBN for a book is provided

    For example, the field will be "978-0". This leaves staff without entire citation and have to go back to Docline to retrieve it. It would be great if this were fixed

    3 votes

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  2. Batch Add notes to requests

    It would be helpful to be able to select multiple requests then click a button on the ribbon saying "Add Note," which would then open a field to add a note to all highlighted requests. Having to open each request to add the same note repeatedly is unwieldy.

    3 votes

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    1 comment  ·  Staff client  ·  Admin →
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  3. Allow auto renewals for ILLiad requests by status and date settings

    A customer asked for this during the #ILLiad24 event at roundtable. Have an options for settings per time period like semester table in Ares to specify dates until which items can be renewed automatically. After that date items could be renew denied or manually processed. It would be nice to set this by status so that faculty could request renewals across semesters but students would need to return items by end of semester etc. Decision Support Pipeline and Business Rules can probably already make this work when the new renewal features are released.

    3 votes

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  4. 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

    3 votes

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  5. Bulk data updates

    I'd like to see an addition to the database manager where we can run a search against the transactions, users or lending library tables and from those results, batch update fields in that table for those results. An example would be if we have a campus that changes names (which we've had a couple times) We could run a query on all users with that pickup site and batch update them to the new name. I see this as an addition to the database manager since that is able to be restricted to a VERY limited number of staff.

    3 votes

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  6. Expand fields searched in citation information on both the home and the lending update stacks search screen

    The citation information search in the client should be expanded to include things like Item Number and ISBN.

    3 votes

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  7. Time zones

    Let users of the client set their local time zone, so that it can be reflected in the History of requests

    3 votes

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  8. 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!

    3 votes

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  9. Add option to filter custom search results by group

    When searching transactions, staff would like to filter by the library groups.

    3 votes

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  10. 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).

    2 votes

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  11. Connection Manager stops importing Lending when invalid unicode character in a lending request gets stuck

    Sometimes an OCLC lending request includes a unicode character that keeps it from being able to be imported into ILLiad. Right now sites just notice this is happening because Lending requests get stuck behind it. And until the OCLC request is cancelled via Worldshare, the Lending requests aren't able to be imported.

    Could there be a way for staff to see that this is the issue in the Connection Manager log in the client, or something else?

    2 votes

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  12. 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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  13. 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?

    2 votes

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  14. Allow applying field/layout/grid customizations to all users in Staff Manager

    Please make it simpler to set customizations for all staff, including future ones. Currently, field customizations that are applicable to all users must be applied to new users one-by-one.

    2 votes

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  15. Clear OCLC search filters when a request is closed

    When searching for harder to find items in OCLC through ILLiad, we often use the custom search or set filters in the Limits box. The search terms and filters stick from request to request. The worst problem is that if I filter by year, this doesn't appear obviously in the limits, but when I search the next request by ISSN/ISBN nothing comes up. I have to remember to open Limits and clear the year from the filter.

    It would be so helpful if these fields would just reset with every request. There isn't any case where I want the same…

    2 votes

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  16. Fulfillment Data should be included in Custom Search results

    Custom searching for transactions doesn't return information from the FulfillmentData table. We need to be able to calculate money spent through DSP addons like Reprints and Get It Now and there isn't any other way to gather that information out of ILLiad, other than using an ODBC link and an external program.

    2 votes

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  17. Increased Granularity in Web Circ Permissions by User

    I would like to be able to restrict available actions in Web Circ by user. I would like to restrict our circ desk account from being able to do anything other than check out items. I think essentially I'd like the customization keys to be available on a by-user basis.

    2 votes

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  18. 2 votes

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  19. Add a refresh button to the ILLiad user - Requests tab.

    It would be nice if you could refresh the status and number of requests in an ILLiad user (request tab) without a close/reopen.

    2 votes

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  20. Routing Queue saved to Quick Access Toolbar should remain after logged out of ILLiad.

    Currently, routing queues added to the quick access toolbar disappear once someone logs out of ILLiad. It would be nice if the quick access toolbar saved any customization instead of having to added routing queue every time someone logs into ILLiad.

    2 votes

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