ILLiad Ideas

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  1. Clones original request with staff changes instead of original request submitted by patron through the web

    Would you like any changes staff makes to the RequestType and DocumentType to be updated on the web?

    Scenario: When a patron creates a request on the web and staff has to make changes to the RequestType, the changes do not persist into the web. For example, if the patron accidentally submitted a request as an article but needed a loan, staff would update the request form in the client so the RequestType is changed to loan and the doctype to the appropriate format (e.g., book). Then, when the user goes back into the web and clones the request again,…

    0 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    0 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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 →
  8. 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.

    1 vote
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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  9. Tag other ILLiad users in a staff note

    We can use flags and notes to ask other ILLiad staff users questions about a request, but it would be even simpler if we could include @PersonName in a staff note and notify them that they'd been tagged for review/response.

    1 vote
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add the ability to customize elements on the Detail Page based on request status

    We would like the ability to customize what elements/fields display to the user on the Request Detail page. We use custom queues for certain requests and do not want the Due Date to display in the detail view for requests in those queues.

    1 vote
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. 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 →
  13. 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 →
  14. PLEASE change Docline Lua scripts to stop on the Docline screen that show the request is a duplicate.

    Change (or change back) ILLiad Lua scripts to automatically stop on the screen that has the duplicate request alert. It flashes past so quickly now, it's easy to miss and then we have to pay for article twice. The way the scripts run now, you've lost us a great Docline feature.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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)

    2 votes
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    0 comments  ·  Electronic Delivery  ·  Flag idea as inappropriate…  ·  Admin →
  17. Copy Layout & Grid Settings - Separate Borrowing, Doc Del, and Lending

    In the Staff Manager, please adjust the granularity of the Copy Layout & Grid Settings by Borrowing, Doc Del, and Lending. If I make major changes to the Borrowing layout, I'd like to be able to copy those changes to the relevant student employees & staff, but not overwrite their layouts in DocDel and Lending. It would be very helpful if we could indicate which layouts to change and which to retain in these different areas of ILLiad.

    1 vote
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Clear browser cache

    Grant us the ability to clear previously entered browser data and the web cache within the "Docline request web browser window" in the illiad client, perhaps at the very least add a back button?

    This lack of functionality can be particularly problematic with Docline's new multipath sign-on feature. A user in the illiad client could enter a "valid" login, like say their facebook, google, or institution's SSO credentials, which would pass thru the gateway, but still wouldn't be authorized with Docline. Locking them out docline but having no easy way to change their credentials to the "correct" login.

    So far…

    1 vote
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    0 comments  ·  User management  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

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