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  1. Additional options in the Lending Overdues ribbon

    It would be very helpful to have the Lending Overdues ribbon have the options that various queues have: Export, Add Flag, etc.

    1 vote

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  2. Do not move MailToAddress transactions to Awaiting Customer Contact when patron is blocked or item is Library Use Only

    At present, if a patron is set to HoldForPickup, checked in Loan requests go to In Transit to Pickup Location and can be moved to Awaiting Customer Contact manually or via routing rule while if a patron is set to MailToAddress checked in Loan requests go directly to Awaiting Customer Contact.

    This is fine for the majority of materials, but not ideal for items that are restricted to In Library Use Only (which we will not mail to patrons regardless of their preference) or for items for Blocked patrons (who need to return materials before we'll send items again).

    We've…

    1 vote

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  3. Import ILL into Alma without Checking In

    Sometimes when I check in an item from a lending library, I receive an NCIP error that causes a loan to not be automatically imported into Alma. After I fix whatever caused the error, I currently have to check the item in again. This messes up the tracking and can cause an OCLC error. It would be nice if there was an option to only import the request without updating the status in ILLiad and OCLC.

    2 votes

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  4. satisfaction survey per transaction

    We would like the patron to be able to answer a satisfaction survey when they receive their document or response. it would be valuable to identify transactions that were challenging (from the patron's perspective) and have front-line staff followup with them. a 1-5 star rating would be sufficient along with a comment box.

    3 votes

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  5. Develop pathway for ILLiad stub accounts to complete registration when RemoteAuth (particularly EZproxy) is in use.

    Desired behavior: Patrons authenticated via RemoteAuth (EZproxy) who begin but do not complete registration can subsequently return to registration with their data populated from the latest info in the UserValidation table.

    We use RemoteAuth for patrons to authenticate via EZproxy, and change implemented in order to preserve user PINs during the ILLiad 9.0 upgrade. We also do a daily upload to the UserValidation table that includes just those patrons who are eligible for ILL service. This table populates the NewAuthRegistration form so they can successfully submit registration and access ILLiad.

    When users authenticate via RemoteAuth before they have been added…

    1 vote

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  6. 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…

    8 votes

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    0 comments  ·  Email  ·  Admin →
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  7. Change to the redirect of a user when they Register in the pages of another nvtgc

    If a user registers to ILLiad (specifically via the NewAuthRegistration.html) in the wrong nvtgc site's pages, during the dll redirect to the right nvtgc pages the UserNotifications entries are not added for the user. The dll log does show that entries are being added but it appears this is written to the log even when the entries have been skipped over.

    2 votes

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  8. Web Interface for the Staff Manager and Customization Manager

    A web interface that combines the features of the Customization Manager and Staff Manager in one place.

    0 votes

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    1 comment  ·  Admin →
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  9. Support multiple files for Illiad transactions

    We have some files that get quite large when delivering PDFs. We would like to parse these out - call them chapters or parts. unfortunately, Illiad has the restriction of a single file per TN. We would like the option of being able to upload multiple files per TN, so that when batch loading, all files with the same TN would be attached to the transaction (think TN018765a,TN018765b,TN018765c all being attached to transaction TN018765)

    5 votes

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  10. 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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  11. 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.

    13 votes

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    1 comment  ·  Billing  ·  Admin →
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  12. Check OCLC Status before sending Overdues-do not send for "Returned" OCLC status items

    Remove step of manually checking for OCLC "Returned" status before generating overdues. it would be helpful if the automatic process included checking the OCLC status before sending it off and not sending for items in Returned status.

    5 votes

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    0 comments  ·  Email  ·  Admin →
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  13. More ItemInfo and UserInfo fields

    Consider increasing the number of ItemInfo and UserInfo fields to more than 5 each. We have already used up all of the ItemInfo fields and have had to re-purpose existing fields to collect the additional information we need in our borrowing requests.

    54 votes

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  14. 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.

    8 votes

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  15. 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!

    18 votes

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    1 comment  ·  Admin →
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  16. End of the line Deflection

    When a library uses the following deflection:

    Requests: Loan
    Deflection Type: Enable Real Time Deflection - except when I am last in the lender string

    OCLC should bump past them in the string, but AUTOMATICALLY add them back to the end of the string of potential lenders.

    2 votes

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    0 comments  ·  OCLC  ·  Admin →
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  17. 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

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    1 comment  ·  Staff client  ·  Admin →
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  18. 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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  19. Update the Primo New UI addon

    The Primo New UI addon can cause the ILLiad client to crash. The addon appears to be running endless in the background, building up processes that eventually cause a memory error forcing the ILLiad client to crash.

    One way to cut down on these crashes is to turn the auto-search function off for the addon, and to reboot the client once or twice a day.

    Note: because this is a custom addon not developed by Atlas Systems, we don't officially support it. We are looking into ways for making this more clear in the documentation, but if there is enough…

    1 vote

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    0 comments  ·  Addons  ·  Admin →
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  20. Database Manager - Extend the transaction purge options

    The transaction purge tab in Database Manager only has transaction date as a criteria. The Patrons tab allows for a very fine grain approach for deciding which users to purge. It would be nice to have a similar or expanded group of options for transaction purging.

    For example, it would be nice to be able to delete test users that have test transactions, which we cannot currently do effectively now.

    6 votes

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