ILLiad Ideas
530 results found
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Notify Patrons We Are Still Trying to Fill a Request In a recent OCLC customer service webinar it was suggested that we notify patrons regularly as to the status of outstanding borrowing requests. This would not be possible for us to do manually due to our work load. If we could use ILLiad to send out a notice for borrowing requests to let patrons know we are still trying to fill their requests, that would be great.
17 votes -
Allow staff to customize which transaction statuses are displayed under each heading in the patron interface I would like more customizable display options for transaction statuses in the patron interface. For example, once a patron clicks the "Renew" button, the request disappears from their checked out items list until the renewal is processed and routed back to checked out to customer. I would like items in the Renewed by patron status to also appear under the checked out heading.
We use a lot of custom queues and would like to be able to manage where requests display in the patron interface.
2 votes -
Option for selecting queues from a drop-down when creating routing rules To piggyback off of the case-insensitivity with queue names ideas: https://uservoice.atlas-sys.com/forums/581665-illiad-ideas/suggestions/42375580-case-insensitivity-for-queue-name-and-custom-field. Another option to avoid having errors if a queue name is typed in a routing rule without proper case sensitivity would be to have a way to select queues such as a drop-down menu when creating custom routing rules.
4 votes -
Save Customized Grids It would be incredibly helpful to be able to save grid layouts as .xml files in ILLiad to apply to other users or to other queues for the same user. It appears this is already supported in Aeon: https://support.atlas-sys.com/hc/en-us/articles/360011821354-Saving-and-Loading-Grid-Layouts
(I saw this suggested on the Ares Ideas area; this would be great for Ares as well.)2 votes -
1 vote
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12 votes
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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.
3 votes -
Combine Lending billing for multiple NVTGs U Pitt has a remote storage location that shares an OCLC symbol but has its own NVTGC to allow for unique workflow requirements. We need the ability to process invoices for both sites at once, rather than duplicating the process, since the purpose of the remote storage facility is to support requests sent to the primary site, rather than function as its own entity.
1 vote -
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…
9 votes -
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.
11 votes -
Permissions for Electronic Delivery Utility University of Pittsburgh would like more control over access to the Electronic Delivery Utility, particularly in reference to billing features. Please consider tiered permissions that limit individual staff use and limit the ability to skip or adjust automatic billing totals.
2 votes -
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.8 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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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