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  1. One result per TN in custom search

    There should be an easy way to make it so that when you perform a custom search you only see one search result per TN. We often use the custom search to find all of the requests that match a certain criteria and having multiple results for the same transaction is not helpful.

    5 votes

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  2. 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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  3. 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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  4. Ability to have separate Lending constant data for different formats

    Ability to create separate Lending constant data for different formats. Life for example, only lend a/v for less time than a regular book and renewal versus non renewal. Then when update, click on a drop down menu for the constant data and scan in all items that apply, then process that queue. Then can do other formats the same way.

    5 votes

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    1 comment  ·  Staff client  ·  Admin →
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  5. Set the addon interval per server addon

    It would be nice to be able to set the interval or specific time(s) that each server addon runs, rather than have them all run at the same interval. Some that I have only need to run once a day, while others need to run constantly.

    5 votes

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    1 comment  ·  Addons  ·  Admin →
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  6. API functionality include renewal requests from patrons

    The ILLiad API is great because patrons can view all their requests local and ILL in one place but this is really read only. It would be very helpful for the API to also allow for renewal requests or to support a renewal request via NCIP.

    5 votes

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    1 comment  ·  Admin →
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  7. Ability to delete and correct pdf - same as tif images

    Ex. Borrower received article on 7/13 and that one was delivered to web, but then they received it again on 7/16 from the same lender. That time it was a duplicate, and it was stuck at 'unmatched' in the OdysseyReceived table in the database, so every time they hit Electronic Delivery it would come in for them to match it and deliver it.

    Usually if a site receives a wrong TIF file that is unmatched, they should use the "delete all" button in the electronic delivery screen in the client. That will change the OdysseyReceived table entry to "Deleted" and…

    5 votes

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  8. Client fields for Transaction vs Database Fields - all should be available

    There are several fields in the Transactions table of the ILLiad database that show up on the Borrowing Request form, but not on the Check in from Lending Library form, or vice versa. Examples: "Priority Shipping" shows up on Borrowing Request form, but not Check In form "Handle With Care" shows up on Check In form, but not Borrowing Request form. These items also do not show up on the list of fields available when customizing form layouts. Is there another way to add them to a form? If not, is there a reason for this inconsistency?
    User would like…

    5 votes

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    1 comment  ·  Staff client  ·  Admin →
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  9. Scan button too close to Article Exchange button leading to missends

    Scan button too close to Article Exchange button leading to missends

    5 votes

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  10. 5 votes

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  11. Allow ILLiad to receive a renewal request once it has been requested in ILS, so that ILLiad can request the renewal from the lending library

    If items from other libraries are checked out to users in the ILS, when that user places a renewal request, ILLiad needs to know about it so it can ask the lending library for a renewal.

    5 votes

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  12. Allow borrowing articles to deliver immediately via trusted sender and auto bill the default amount to the user

    If every user is always charged $x for an article, there is no reason for staff to mediate those. The billing could be added and the article delivered to the user.

    5 votes

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    0 comments  ·  Billing  ·  Admin →
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  13. When creating new users in the staff client, default to electronic notification options

    Currently, none of the notification check boxes are checked by default on the new user form. Staff have to remember which of the check boxes to check to set a new user to receive all electronic notifications. It would be good to have a setting that made those check boxes checked by default.

    5 votes

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  14. Allow Z39.50 searches to work with servers that don't support unicode

    Several Z39.50 servers don't support Unicode or non-ASCII characters. If the ILLiad title has those characters in it, the search returns no results. It may be necessary to replace characters with their Latin equivalent before searching.

    5 votes

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    0 comments  ·  Z39.50  ·  Admin →
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  15. Allow cloned requests to be routed

    Option 1: Add a tracking entry that is created before the routing rule is triggered so that the routing rule can reference the tracking table.

    Option 2: Create a new menu option of Clone and Route that prompts the staff user to pick the new queue.

    5 votes

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  16. Do not bring in Worldcat Identities URLs into ILL forms.

    These URLs are coming into the author field in our ILL loan requests. We have to delete them manually so that they don't mess up our printed labels. Can we stop these from automatically being imported into ILLiad?

    4 votes

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    0 comments  ·  OCLC  ·  Admin →
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  17. 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?

    4 votes

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  18. Make the client installer deployable

    It is recommended as standard practice for 2+ decades that users should not be admins on the workstations they use. Thus, they cannot install or update the ILLiad client themselves.

    Throughout the IT industry, the way to install any software or updates is via centralized management (whether Windows or Mac workstations, or Chromebooks, tablets or phones) and automated deployments. This primarily occurs when a control server instructs workstations to install software using the workstation's own, built-in "SYSTEM" account which is a "super-admin".

    The ILLiad client installer is the only software I've ever experienced (of many hundreds of applications) that fails…

    4 votes

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    0 comments  ·  Updating  ·  Admin →
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  19. Send Notification dropdown should only display applicable emails based on ProcessType and RequestType

    Emails showing in the Send Notification dropdown are apparently populated when the TN is opened, and it shows ALL the EmailRouting table entries for that ProcessType (e.g. borrowing, doc del, lending) regardless of whether that particular email has a notification template for that RequestType (article or loan).

    So what happens, is that there is a long list of emails in the dropdown, and if they choose an email template that doesn't apply to that TN's RequestType, then it throws an error, which isn't really graceful.

    Ideally, the Send Notification dropdown would only show applicable emails that work for both that…

    4 votes

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    0 comments  ·  Email  ·  Admin →
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  20. Fill in Lending DueDate field when TN is in other transactionstatus other than Awaiting Lending Request Processing

    If lending loan requests come in via Rapid and are routed to Awaiting Stacks Searching via a Routing Rule (because they already have the location and callnumber), the lending request never gets the DueDate assigned automatically because that only happens the first time a TN is opened from the Awaiting Lending Request Processing status. Could ILLiad somehow set that DueDate even though the Awaiting Lending Request Processing status is skipped?

    4 votes

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    0 comments  ·  RAPID  ·  Admin →
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