ILLiad Ideas
540 results found
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Check for duplicate requests from user at the point of submitting the request form We have a few users who frequently submit duplicate requests. While a routing rule has been helping us catch these, it takes staff time and would be better if it could be caught at the point where the patron is submitting their request. I think there are two parts of this:
First, if a user has a slow connection, it turns out to be possible to click the "submit" button multiple times, resulting in multiple identical requests submitted within seconds of each other. Could default web pages be updated to disable to disable the "submit" button after it has been…
6 votes -
Expand the group maintenance functionality to include settings that persist for specific groups such as if renewals are permitted and the le Expand the group maintenance functionality to include settings that persist for specific groups such as if renewals are permitted and the length of renewals for specific groups. One group we are a part of has expanded renewals to 17 weeks - we want this for that group but not for everyone so it would be nice to be able to customize more than just initial loan length based upon the borrowing library's group.
6 votes -
Wrap text for "MatchString" when editing Routing Rules in Customization Manager When editing Routing Rules in Customization manager there's no text wrap for the MatchString field, which makes it hard to edit lengthier/more complex routing rules.
Right now the options are to either scroll through the long string to read it all (or find the place you need to edit), or copy the existing rule, paste it in a text editor, edit, and then paste it back into the Customization Manager.
It would be nice if you could see the rule/MatchString in its entirety and edit it without having to scroll through the string or leaving the application to use a…6 votes -
Allow ILLIAD staff to customize name of column labels. Hi,
I'm having to do a lot of re-organization of my data after I've created a custom report from ILLIAD. I find myself renaming columns so I know what data I'm looking at. If there was a feature that allowed us to rename the columns in the backend, this would be great for resource sharing managers who have to report on this dataset!
6 votes -
Automatic pickup reminders The current addon for this is too specific for one institution's processes. I'd like a simple pickup reminder to be able to be sent from ILLiad without an addon that sends the reminder at a specific number of days after the original notification (regardless of day of week, etc.) and only sends it once and/or on multiples like (value = 3, 3 days after original notification) or (value - 3,10, 3 and 10 days after original notification)
6 votes -
Viewing "Return To" Address in "Check in from Lending Library" when Receiving When Receiving borrowed items in the "Check in from Lending Library" tab, we should be able to view the constant data "Return To" address so we know which address to select when receiving. We have to click on an address in the list, and then view the constant data in the request in a box on the right hand side. I wish we could have that constant data box to view right on that first Check In page so it is easier to select the correct address to return the item to.
6 votes -
Make Illiad fields searchable regardless of including accent marks/special characters Allow the ability to do searches in ILLiad & pull up the correct results regardless of whether that field has a special characters or accent marks, etc. For instance, doing a patron last name search for Peña, should pull up with Pena or Peña (currently it has to be an exact match). Same thing with titles & authors, if the title has accent marks or special characters, we cannot pull up the request without also including the special characters/accent marks.
6 votes -
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.
6 votes -
Database Manager - Extend the transaction purge options The transaction purge tab in Database Manager only has transaction date as a criteria. The Patrons tab allows for a very fine grain approach for deciding which users to purge. It would be nice to have a similar or expanded group of options for transaction purging.
For example, it would be nice to be able to delete test users that have test transactions, which we cannot currently do effectively now.
6 votes -
Import complete information (esp. Publisher) from OCLC into ILLiad when sending request Currently ILLiad imports the title field from sent OCLC requests. It would be great if it imported more info such as the journal publisher. We are constantly asked for details of how many Publisher X or Publisher Y journal articles were requested through borrowing. We can't provide the info because the patron doesn't supply it and ILLiad doesn't import it (and manually doing it for our volume of requests is too time consuming).
6 votes -
User expiration by status Ability to control user expiration based on User status i.e. I don't want Faculty accounts to expire. Or only expire undergraduate accounts.
6 votes -
Save some user demographic info with the request for reporting/statistics. Store demographics (ie, non personally identifying information, such as major or department) associated with a user request, to the request, not just the user.
This would allow us to know better understand ‘how many requests were submitted by BIOLOGY majors’ in a given period of time vs. having those BIOLOGY requests migrate to a new major when USERS change major or vice versa.
6 votes -
Change or remove Awaiting Secondary Label Printing process Awaiting Secondary Label Printing is confusing and sometimes student workers process things in the wrong way and items end up in this queue. Note that OCLC doesn't get updated properly when items are marked found in this queue.
6 votes -
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 -
Allow for payment to CCC via OCLC IFM Streamline copyright management by allowing payment of CCC fees via OCLC IFM.
6 votes -
Printing Multiple Requests from a Queue--Simplify Process Ability to select and print multiple requests from a queue without having to navigate through the merge template process. While it is possible to use the Print Selected Requests option from the Process ribbon, the process requires manually opening a template and completing a merge process.
Ideally, the process would work like other batch printing processes where users are prompted to view/edit a word merge template.
6 votes -
Ability to display borrower group on Lending requests The borrowing library's shipping options and address # are displayed; given this, it seems like we should be able to display their Groups as well.
This would make it easier to check for consortial memberships when verifying max cost or shipping methods.
6 votes -
expanded off-times (lower case) flexibility. Copy RAPID's off-times where we can set off times by time as well as by date. We also had a need for a more immediate closure before the 24 hour limit where we had to close for a hurricane. It would have been nice to set the non-lender status closer to the event instead of putting it a day later.
6 votes -
Make the Shipping Options field one that can be cloned Many libraries use the Shipping Options field for the delivery preference of users. This is the field that is being used for API transfer of user delivery data from other systems. If a loan request is cloned, this preference is not retained and needs to be manually entered. It will cause problems if it is left blank.
5 votes -
Allow customization of shortcut actions Staff will perform the actions that produce "shortcut" actions in ILLiad accidentally. These should be able to be customized or turned off to prevent accidental prompting of processing steps. (https://support.atlas-sys.com/hc/en-us/articles/360011911733-Tips-and-Shortcuts-for-ILLiad
5 votes
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