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ILLiad Ideas

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530 results found

  1. API method to get requests based on other parameters besides User

    Extend the Web API to include methods that will return data of requests made on parameter like RequestType and RequestDate. This would enable the interfacing of ILLiad data with other database systems.

    4 votes

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  2. BI for Illiad similiar to BI for Aeon and Ares

    It would be good to have BI reporting for ILLiad like Aeon and Ares.

    2 votes

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  3. Auto update for Custom Groups

    Auto update of Custom Group when using exact name of the OCLC Group Access Capability (GAC), such as ACOV. Manually adding individual codes for all of us seems redundant.

    3 votes

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    0 comments  ·  OCLC  ·  Admin →
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  4. Upgrade Forgot Password to Forgot Login

    some users do not recall their username, so we are wondering if the Forgot Password feature would ever upgrade and offer other options such as allowing input of email address or alternative options between forgot password vs. forgot username and etc.

    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. New web pages - add link to associated notifications when viewing request detail.

    I love the new webpages though we haven't made them public yet. One thing I'd like to see is the ability for the patron to see notifications that were sent that were associated with that request when viewing the request details. An example would be an email with the link we sent to an open-access resource via email.

    2 votes

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  7. ILLiad Lending scanning display email of borrower

    In the lending scanning window, display the email address of the borrower. When sending via Article Exchange it isn't always known if the email address is filled out in the address book. If the email address is not in the address book, the article does not get delivered.

    5 votes

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  8. 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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  9. Ability to push through renewals on the lender side, singularly and in bulk.

    Ability to push through renewals on the lender side, singularly and in bulk. Borrowers should be notified of the new due date.

    8 votes

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  10. Make Lending article requests trigger the LendingRequestCheckOut system event hook.

    Given that the corresponding event hook for Doc Del is triggered for article requests, this may be a longstanding bug. As of 9.1.1 the LendingRequestCheckOut event hook isn't triggered for article requests when they are marked found. I've been working around it by using the Route event hook.

    1 vote

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    0 comments  ·  Addons  ·  Admin →
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  11. 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.

    19 votes

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  12. ILLiad Aeon integration: send scan files back to ILLiad for request fulfillment

    We use ILLiad to Aeon integration to facilitate Special Collections scanning for ILL lending. When we send a scan request via ILLiad to Aeon, we would like the ability for Aeon to pass the .pdf back to ILLiad for request fulfillment. Currently, Aeon staff have to email the .pdf to ILL staff in order for the file to get uploaded to ILLiad for ILL delivery. This would be similar to the Ares/ILLiad integration: we pass scans to ILLiad from Ares for scanning fulfillment through OpenURL.

    7 votes

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  13. 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.

    89 votes

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    19 comments  ·  Billing  ·  Admin →
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  14. 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…

    53 votes

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    3 comments  ·  OCLC  ·  Admin →
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  15. Improve web field notes

    Patron often add multiple citation entries into one field i.e. paste all of teh citation information into the journal title field. It would be helpful to have field note more obvious to users. Maybe something like this example
    https://www.screencast.com/t/YDgAWZB4EE

    -submitted on behalf of Cleveland Health Sciences Library

    3 votes

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  16. Symphony Circ Addon Complete Transaction Upon Check-In

    Add ability for the Symphony API add-on to complete an additional transaction upon check-in, (checking the item in within Symphony, which would push it into transit to the hold location).

    1 vote

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    1 comment  ·  Admin →
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  17. Reorder items in the Custom DropDown Table

    Please give libraries the ability to re-order the CustomDropdown Table in the Customization Manager - there are cases when an order other than alphabetical is what makes most sense to the user.

    3 votes

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  18. Extend database field length for ReasonsForCancellation DefaultNote

    Many of our cancellation notices to patrons need to include more information in the DefaultNote field than can fit in 255 characters. Some examples: If a patron requests a book held by one of our branch libraries, we will tell them that we placed the request on their behalf, and also include instructions for how they can do so themselves in the future. Or if we purchase a book for our collection on behalf of a patron, we explain that we purchased the book, tell them how they'll be notified when it's processed, and give a general timeline.

    Even if…

    4 votes

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    0 comments  ·  Email  ·  Admin →
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  19. Add Expired User Indication on User Record

    When using User Expiration in 9.1, the only indication of a user's expired status on the User Record is the Expiration Date. All other indicators are the same as a New User :

    User Record= no status button active
    https://www.screencast.com/t/1xqQr0NbaIZ

    Transaction Record=flag by username and "user not cleared" status warning
    https://www.screencast.com/t/0DttY3BXKQkP

    I would be helpful to be able to readily distinguish between users that are expired vs. users that are new.

    7 votes

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  20. Searching from the Check In From Lending Library Screen

    If you accidentally click Search without any information in the search fields, a long list of requests come up and the first one in the list automatically displays. This has caused trouble with new employees who have not noticed and mistakenly checked in items that we have not received. Please change this so that no results appear if you do not enter search information or at least a window opens asking if you want to proceed.

    2 votes

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