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  1. In ILLiad 9.1, allow locally controlled automatic logins to the OCLC Service Config from the ILLiad interface.

    It seems that in ILLiad 9.1, the OCLC Resource Sharing Settings Module (containing access to Custom Holdings Paths and Groups, Direct Request, etc.) will be replaced by a link out to the OCLC Service Configuration to access that content.

    That link out will prompt users to log in with their OCLC Service Configuration. Could we allow automatic logins, that are set locally (to some users but not others)?

    The automatic logins would save time for those of us who update Custom Holdings fairly frequently.

    The ability to locally control which usernames get automatic logins to the OCLC Service Config would…

    3 votes

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  2. Improve Database Manager functionality

    Western Washington has discovered an issue where deleting more than one month's worth of Connector Sessions in the DB Manager results in the program appearing "frozen" after the Delete button is clicked. When the staff go to check on it, they get a Windows "Not Responding" message. It would be helpful to see something indicating that it's working, instead of appearing frozen, especially as the deletion process can take quite a bit of time to complete. Alternatively, adjusting the program so it doesn't produce the Not Responding message would also be acceptable. (transcribed by KAK - ZD ticket in admin…

    3 votes

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  3. automated email confirming return via Web Circ

    When loan is checked in via Web Circ (and status changes from Checked Out to Customer to In Transit From Customer), ILLiad automatically sends email to patron confirming return. Patron receives confirmation of returned ILL + helps ILL staff reduce claims returned situations. Email would simply acknowledge return, including the TN, title, author, etc.

    7 votes

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    1 comment  ·  Email  ·  Admin →
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  4. Patron information from Docline requests in Billing Manager invoices

    We are having the issue of a Docline library needing patron names in the invoices we send them. That information is no longer available in billing manager invoices. I understand the privacy issue. I need to know definitively if this cannot be added back or not. Thanks!

    1 vote

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  5. ISSN/ISBN automatically added on "request sent" page

    When sending a borrowing request in ILLiad, have ILLiad bring the ISBN/ISSN from the record selected over from the work form to the main request page, as it does with OCLC numbers/titles. This would help ensure accuracy with the standard number and assist with collecting stats.

    9 votes

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  6. Add a 'Route to Borrowing' button to the Search Results ribbon for DD requests.

    Searches for Borrowing requests include two routing buttons in the upper ribbon, one for routing the request within borrowing, and a second to route the Borrowing request to DD.

    It would be nice to see the reverse on the DD side: a button for routing within DD and a button to route to Borrowing. Currently you can only route DD requests to Borrowing one at a time by opening each individual request to access the routing to Borrowing button.

    1 vote

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  7. Change how system auto-creates and inserts due date for Lending requests

    At Stanford, we often page books from one site to another and this can take a bit of time. We want the DueDate to reflect when we mark the book as Shipped, instead of when we first open the request. It would be beneficial if changes to this functionality also improved the client's ability to deal with server addons or workflows that bypass opening the request form, entirely, since those requests can wind up missing the due date on pull slips.

    4 votes

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    1 comment  ·  Staff client  ·  Admin →
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  8. Populate new user registration with data from ILS after authentication

    Allows users to login with their Symphony barcode and pin and then pull their existing data from Symphony into the new user registration form for Illiad account to help users complete the form.

    2 votes

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  9. Allow for staff to login to the ILLiad client via LDAP or SSO

    From customer: If we could automatically/programmatically create Staff User accounts in ILLiad and have the option for them to authenticate via LDAP to the ILLiad client, that would be really convenient. (Or if there was a Single Sign-On option that used the computer's Windows credentials to authenticate staff users).

    4 votes

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  10. Add RequestType to default IFM ILLiad reports

    Purdue University needs to break down IFM charges by RequesType for internal reporting. Having this in the default reports would be very helpful. We'd like to see it for both Lending and Borrowing.

    7 votes

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    0 comments  ·  Billing  ·  Admin →
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  11. Enable auto-population of citation information thru the users' Lending login

    To better serve former Loansome Doc users (as well as others), it would be helpful to have the ability to auto-populate the citation information thru the lending login. This feature exists in the borrowing login. It's easier for our patrons and more accurate for our staff than having patrons fill in the information manually or email it to staff.

    2 votes

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  12. Integrate WSILL IFM Refund in ILLiad

    WSILL allows libraries to initiate refunds when erroneous charges are applied. Now that Undo Shipped is not an option for IFM requests, this functionality is needed.

    18 votes

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  13. Consistency with overdue notice schedule settings & disabling notices

    Currently LendingReminderDaysBeforeOverdue and BorrowingingReminderDaysBeforeOverdue adding value of 0 will disable lending reminders. However, in the other keys for scheduling the overdue notices, a 0 value will send the notice on the day the item is overdue.

    It would be helpful if these keys worked the same way and all allowed the ability to disable the notice if you want to send less than three notices with the automated service.

    5 votes

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  14. Search for Update Stacks Searching and Check-In from Lending Library

    Change the search option in the ribbons for Update Stacks Search and Check In from Lending Library to be on search field that searches both TN and ILL Number, similar to search option on the Check In from patron form.

    3 votes

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  15. Default setting for Accept non-English Set on User Record

    Add a setting to the user records that would apply their selection of Accept Non-English field as the default on all requests from that user

    via Site Visit with WVU

    2 votes

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  16. Time zones

    Let users of the client set their local time zone, so that it can be reflected in the History of requests

    3 votes

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  17. Allow staff to customize how ILLiad assigns copyright compliance (CCL/CCG)

    We would like all of our borrowing requests to indicate CCL.

    ILLiad automatically assigns CCG/CCL based on publication date, creating an error when a library also has a copyright entry in their OCLC Constant Data. This error has been discussed here: https://support.atlas-sys.com/hc/en-us/community/posts/360012493354-Easy-Fix-Copyright-fields-are-duplicated-in-ILLiad-when-using-a-constant-data-record-containing-copyright-data-resulting-in-an-error-message-

    Libraries should be able to customize how CCL/CCG is applied to their requests, regardless of whether the request is filled through RapidILL, OCLC, or other means.

    5 votes

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    0 comments  ·  Copyright  ·  Admin →
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  18. Option to print articles and loans separately in Doc Del

    In Doc Del, have a dropdown choice of printing either articles or loans instead of all. We process these on different floors and it's really handy in Lending.

    6 votes

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    0 comments  ·  Printing  ·  Admin →
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  19. AddESPUpdate - Returned for Borrowing requests

    If possible, it would be really nice to have the option to use AddESPUpdate - Returned for Borrowing requests. I currently have an addon that mass-adds tracking numbers that we also use for Borrowing returns, and it would be awesome to be able to automatically update those requests as Returned if they haven't been already.

    2 votes

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    0 comments  ·  Addons  ·  Admin →
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  20. Add a back button to DOCLINE ribbon

    Add a Back button on docline ribbon. It is unclear that users can hit the backspace button - especially since this kind of functionality lends itself more to "browsing" so people might want to go back to a previous screen.

    2 votes

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