ILLiad Ideas

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  1. Billing Manager: send .pdf invoices via email

    I would like to send invoices via email, using billing manager

    12 votes
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    2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    53 votes
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    3 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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,…

    17 votes
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    2 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  4. Include $0 charges for EFTS libraries in Billing Manager EFTS file for Upload to MLA EFTS

    From user: New EFTS system automatically uploads all completed transactions into our account with our base fee but we can override with our own file. Currently ILLiad does not include $0 charges in the file for upload.

    3 votes
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    2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow tracking of multiple renewals for one request through ILLiad

    Currently ILLiad will only track the first renewal for a request. However, many lending libraries allow for multiple renewals, and with current closures this is happening more frequently. It would be helpful to have ILLiad route and track renewals for requests beyond the first one so that the due date in borrowing requests match what the lender has determined.

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. PMID Addon

    It would be great to have an Addon similar to the existing DOI Addon. If a user on the webform enters a PMID, ILLiad searches and fills in/adjust the rest of the request data.

    5 votes
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    0 comments  ·  Addons  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add hidden fields to request forms for more flexibility

    Currently the Status field is the only option for creating unique request forms. It would be nice to be able to have more information to customize request forms. Some of the user information, such as Status or User Info # would be valuable to work with on request forms. If could be queried to hide/add fields based on unique statuses. The data could be in a query parameter or hidden input field on the page.

    4 votes
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    1 comment  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    8 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add SLChangeUserInfoSucceeded for ILLiad patron information webpages

    This option exists for Ares but is not available in ILLiad 9.1
    The currently available webpages allow users to update address information and other personal account details, but there is no mechanism for letting a user know that their update has been successfully submitted-- i.e. the page reloads, displaying the information a user has just entered into the available fields, so from the user perspective there has not been any apparent change.

    6 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make barcodes more usable/searchable in the ILLiad client

    Expand the ItemNumber field in ILLiad to accommodate multiple barcodes for multi-volume sets. Add ItemNumber to the default Number search in the ILLiad ribbon for easy access. Add ItemNumber to fields searched by TN/ILL # search on Check Item In interface.

    All of the above would allow more efficient handling of borrowing returns when paperwork with Transaction is missing.

    2 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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!

    17 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Email Notification to a user/lender/borrower that is NOT tied to a specific request, but from the user record, or lender address record.

    It would be great to be able to send an e-mail notification (from a template) to an individual user, lender, or borrower from the user record, or address record for a library. One instance I would use this for would be to provide individualized tracking information that may apply to a large number of requests at one time. Or to alert a patron of an entire list of things they have out--or to let a group of patrons know that we are temporarily suspending a particular aspect of service. Although many of these things could be handled through a regular…

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 7 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  15. Integrated OpenAthens Support

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

    40 votes
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    15 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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…

    20 votes
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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  17. Printing a individual invoice

    I would like the ability to print an invoice right away for the libraries that email their request and ask that we attach an invoice to the request. Most of the time these are specialty or international libraries that rarely or don't use OCLC or Docline. This would also be good for individual users ( former Lomsone Doc Users) who are not part of our university or our medical association.

    10 votes
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    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    16 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. Case-insensitivity for queue name and custom field names

    When creating routing rules or addons that route to queues, allow for case-insensitivity. For example, normal behavior would prevent the renewal button from showing in the default 9.1 web pages if a routing rule includes "Checked Out To Customer" instead of "Checked Out to Customer" since this isn't the correct name case sensitivity in ILLiad. Allowing for case insensitivity could open the door to allowing for custom field names.

    1 vote
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  20. Ability to print selected pull slips

    Would love to print from different physical locations but need to be able to select which pull slips (or receives, or whatever!) should be pulled for printing, so that you do not disrupt work at another location.

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