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515 results found

  1. Increased Granularity in Web Circ Permissions by User

    I would like to be able to restrict available actions in Web Circ by user. I would like to restrict our circ desk account from being able to do anything other than check out items. I think essentially I'd like the customization keys to be available on a by-user basis.

    3 votes

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  2. Make the custom search condition add or subtract buttons visible all the time, not just when hovered over

    Please make the custom search condition add or subtract buttons visible all the time again, instead of only when you hover over them!

    I use custom search a lot both when searching OCLC for harder to find items, and when pulling statistics or answering questions from admin, and this change with 9.2 to no longer make these buttons visible makes things surprisingly difficult.

    1 vote

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    0 comments  ·  Staff client  ·  Admin →
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  3. Disable "end request routing"

    I was wondering about the DOCLINE caveat that states a request canceled due to "Cost Exceeds Limit" would "end request routing.”
    Is there some way to disable this? I have had to cancel requests that would've cost more than the patron was willing/able to pay, but I hate to think their search would end with us because of that.

    2 votes

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    0 comments  ·  Billing  ·  Admin →
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  4. Ability to utilize IFM via Billing Manager for Lost Book/other charges

    Paying/Billing for lost or damaged items is complicated! It would be great if we could utilize the power of IFM to bill one another instead. Also, we would know that the money is going right back into ILL services!

    14 votes

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    0 comments  ·  Billing  ·  Admin →
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  5. Eliminate the requirement for Microsoft Word.

    Requiring Microsoft Word to print is problematic with Microsoft 365 because it requires users to authenticate and retains the connection to the user's account. Machines used with a generic account cannot have Microsoft 365 applications installed to protect users from each other. Thus these machines can't be used to print from ILLiad.

    There is another proposal to add integration with Google, but that is also limiting. What happens when the next suite comes along?

    Better, would be if ILLiad integrated the necessary components of LibreOffice (an open source alternative). Then ILLiad could print without any dependencies on third-party software. It…

    9 votes

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    0 comments  ·  Printing  ·  Admin →
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  6. I would liek ot be able to truncate text in field for printing. Sometimes the title is long and pushes my book strap on to a second page.

    I want to truncate the length of the title in some of my print templates so labels print consistently. I would also like to be able to change the color of the font based on the data in a merge field to call attention to a users NVTGC for example.

    3 votes

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    0 comments  ·  Printing  ·  Admin →
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  7. Better tracking of OA/DSP/non-standard article delivery in Borrowing Web Reports

    Turnaround time Borrowing Web Reports don't have the ability to capture requests filled through OA Addon/DSP. It's important for not just these to be able to be captured and included in statistics, but also for us to separate these and be able to identify these as opposed to other material that's uploaded and delivered. (written by KAK)

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  8. 2 votes

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  9. question

    Provide an internal to ILLiad customer question function. Instead of us having to use an email, etc., incorporate functionality into ILLiad for customers to contact us regarding the request and for us to answer and have it all recorded within the transaction.

    19 votes

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    1 comment  ·  Admin →
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  10. Create a read-only/distributable form of dbc files or the SQL Alias Manager

    With SQL Alias Manager 1.3.2 staff with local admin privileges on their desktop or VM’s are no longer able to successfully Set Default (Local Machine) without also requiring Full Control privileges on the folder where the DBC’s reside.

    In a shared environment this is an issue because we wouldn't want everyone to have full read/write access to a shared folder where someone could potentially change a dbc file for every staff member. This wasn't an issue with SAM v1.2.2.

    4 votes

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  11. Enable exclusion of subdomain for integrated SAML - fix broken Logon as User functionality

    Updating to the new integrated SAML prevents staff from utilizing the Logon as User button in the Client without redesigning the web directories.

    The key that had been put in place to assist with circumventing proxy folder redirects - StaffProxyWebURL - will not work for integrated SAML sites when it its value is pointed to subdomains, the way it could with EZProxy.

    Locally-hosted Shibboleth sites can set requireSession = false to support the Logon to User feature and LDAP and ILLiad Exclusive sites can use the feature without additional adjustments.

    This means that sites who implement the integrated SAML are…

    4 votes

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  12. Allow editing in the Electronic Delivery window regardless of file type

    For years I wondered why we could edit/crop some documents from the elec del window before delivering it to our patrons, and other documents we could not. An Atlas article explains that if the file is sent in PDF format, one cannot edit it in the viewer. Please enable the editing function regardless of file type as this is desired often - repeatedly on a daily basis.

    2 votes

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  13. Incoming Lending RapidR to reflect default Renewal setting in Customization Manager

    Incoming Lending RapidR requests in ILLiad are set to be "No Renewal" by default. We wanted to change it since we now allow renewals, yet our Loan labels print as "No Renewal." A borrowing library pointed out that it is confusing when they process Receives.

    I was told by OCLC and Rapid (Exlibris) that RapidR requests do not reflect the "LendingRestrictDefault" keys for Renewals, Photocopying, and Library Use Only in Customization Manager.

    I wish Lending RapidR requests could reflect these default values the same as OCLC Loan requests in ILLiad.

    1 vote

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    0 comments  ·  RAPID  ·  Admin →
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  14. Allow copyright payment via CCC for document delivery requests, not just borrowing requests.

    Currently document delivery requests aren't hooked up to CCC, so we cannot submit CCC payments for doc del requests via ILLiad, and instead have to manually log into the CCC via a browser and manually input the requests for which we are paying copyright fees. It would be helpful if doc del requests could follow the same workflow as borrowing requests for the CCC integration.

    1 vote

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    0 comments  ·  Copyright  ·  Admin →
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  15. Cancel Rapid pre-shipment requests from within ILLiad Client

    Staff would like to use the ILLiad Client to cancel Rapid borrowing requests that have yet to be marked as Shipped by a Rapid lender.

    2 votes

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    0 comments  ·  RAPID  ·  Admin →
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  16. Improve functionality of the patron's search results webpage

    We would like to see improvements to the ILLiad search results webpage. These improvements would benefit all users, but particularly those users with a large number of requests or lengthy user history. Some suggestions provide by users:

    A method to reorder results in ascending and descending order.
    A method to limit/filter results by various values, such as Document Type.
    A method to limit/filter results by date received and/or date finished.
    A method to sort requests alphabetically, such as by title or author.

    Thanks!

    1 vote

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  17. staff manager

    We know this exists in the Aeon staff manager, but don’t see a way to do so in ILLIad. This is a functional gap between the two products.

    We would like to be able to display the Description field in the columned display. We find it useful when reviewing staff accounts in order to address staffing changes, etc.

    1 vote

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    0 comments  ·  User management  ·  Admin →
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  18. Add another note type

    We like to hide our staff notes (via customization manager), but it would be nice to have another option for adding notes viewable to the user. Perhaps a Staff-hidden and Staff - so we could hide some notes but make others visible to the user in their account/request.

    22 votes

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  19. Exporting Customization Manager Tables

    Would like the ability to export tables from the customization manager into an excel xls, xlsx, or csv file so that changes can be made.

    And then ideally allow the changed file to be uploaded into the customization manager to change the table too.

    Tables like the Routing table would really be easier to manage and edit like this.

    9 votes

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  20. Support copying lending request data from Docline web browser

    ILLiad used to have a feature that would allow us to copy the Docline new lending requests page from a web browser and import them into ILLiad.

    With recent changes to Google account security not working within ILLiad, and Microsoft accounts suddenly not being recognized by Docline, it would be great to be able to copy the page from a web browser. We do not have access to the other login options offered by Docline/NLM

    As it stands, our only option is to copy each request line-by-line into a blank ILLiad form.

    3 votes

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