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  1. 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

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  2. 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

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  3. 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

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  4. 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

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  5. 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

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    1 comment  ·  OCLC  ·  Admin →
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  6. 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

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  7. Add additional Result Mapping options for Z39.50

    It would be nice if there were one or two more fields where data grabbed via Z39.50 could be imported into ILLiad. In particular, "Item Num" would be an ideal place to hold a barcode, rather than having to concatenate it to a different value (as described here: https://support.atlas-sys.com/hc/en-us/community/posts/360006750353-Finding-Importing-the-Barcode-Field).

    6 votes

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    0 comments  ·  Z39.50  ·  Admin →
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  8. 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

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    1 comment  ·  Staff client  ·  Admin →
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  9. 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

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    1 comment  ·  Staff client  ·  Admin →
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  10. 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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  11. Allow for payment to CCC via OCLC IFM

    Streamline copyright management by allowing payment of CCC fees via OCLC IFM.

    6 votes

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  12. 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

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  13. 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

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  14. 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

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  15. 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

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    1 comment  ·  Staff client  ·  Admin →
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  16. 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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  17. Track flag history along with status history of each request

    It would be really useful at our library to be able to track flag history in the Staff Client along with status/queue history of each request. We would love to see what flags have historically been added to a request, and when and by whom they were added and removed.

    There are several flags in our system that stay on requests indefinitely because that's the only way we can identify and run reports on those requests specifically. There are also many times it would be useful to see who applied a flag to a given request so that follow-up clarifying…

    5 votes

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    1 comment  ·  Staff client  ·  Admin →
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  18. Make time units in turnaround time report uniform

    The detailed lending turnaround time report returns time periods that are in minutes, hours, and days, making any kind of comparison impossible. All times should be reported in hours; institutions can then perform calculations as needed.

    5 votes

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    0 comments  ·  Reporting  ·  Admin →
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  19. Add confirmation message before printing slips

    When clicking Print Stacks Search Items, there should be an "are you sure" message BEFORE requests route to In Stacks Searching so there's a chance to undo or reconsider before requests move.

    5 votes

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  20. Connection Manager stops importing Lending when invalid unicode character in a lending request gets stuck

    Sometimes an OCLC lending request includes a unicode character that keeps it from being able to be imported into ILLiad. Right now sites just notice this is happening because Lending requests get stuck behind it. And until the OCLC request is cancelled via Worldshare, the Lending requests aren't able to be imported.

    Could there be a way for staff to see that this is the issue in the Connection Manager log in the client, or something else?

    5 votes

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