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  1. Fix Turnaround reports to include API-created Transactions

    Turnaround reports currently do not include any transactions created via the API. This is because the SQL queries that drive the Turnaround reports search the history table for specific status messages, and API-created transactions don't have those messages. Either the SQL queries need to be updated to include the API status messgae, or the API needs to use the same status message as the regular webpages in order for these transactions to appear in Turnaround reports. Right now, Turnaround reports for institutions that use the API to create transactions are totally inaccurate.

    5 votes

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    1 comment  ·  Admin →
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  2. 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?

    5 votes

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    0 comments  ·  RAPID  ·  Admin →
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  3. NCIP connection between ILLiad and FOLIO to check lending loans in and out

    Currently, staff have to manually check out any materials we lend via ILL to our ILL "patron" account, and when returned items need to be checked in both in ILLiad and in FOLIO. Occasionally, a checkin or checkout is missed, which can cause a lot of confusion, lost materials, and/or invoices sent in error.

    We would love to automate the check in and checkout process of our own materials. My understanding is that NCIP functionality is already available in FOLIO.

    5 votes

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  4. Identify ghost/fake ChatGPT citations

    Check citations somehow before lenders end up spending time trying to verify ghost ChatGPT requests maybe via Addon or other processing method.

    5 votes

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    1 comment  ·  Addons  ·  Admin →
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  5. In the ILLiad scanning interface, allow function keys for B&W, grayscale, and RGB settings.

    The ILLiad scanning interface already allows use of a Quick Scan Key to initiate a scan, but it's highly cumbersome to still mouse into Settings and switch the dropdown back and forth between B&W, grayscale, and RGB within a request. Could you create a functionality so that staff can program keyboard function keys for each of those color settings and easily switch between them when scanning?

    5 votes

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  6. Restrict access to Policies Directory in Staff Manager

    We would like to restrict access to the Policies Directory in the ILLIad client by adding permission levels to staff users. Currently this link is available to any staff including student workers who are using the ILLiad client to process requests. We have recently had an issue with a student worker changing our Policies Directory without our knowledge.

    The change would inactivate or hide the link to the Policies Directory if the user's permissions did allow for that access.

    5 votes

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    1 comment  ·  Staff client  ·  Admin →
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  7. Show WorldShare's "Lost" button in received borrowing loan requests

    WorldShare has a "Lost" button that appears on all all Received loans (including overdue items and those in any renewal status, even renewal denied). When you click the "Lost" button, the item moves to "RECEIVED_MISSING" in OCLC, which makes it much easier for the lending library to close the transaction once they receive the replacement payment for a lost item.

    It would be helpful to have the ability to choose "Lost" on the OCLC record directly within ILLiad, in the OCLC ribbon alongside Complete/Receive/Not Received/Return/etc.

    5 votes

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    0 comments  ·  OCLC  ·  Admin →
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  8. 5 votes

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    1 comment  ·  Staff client  ·  Admin →
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  9. 5 votes

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  10. Support multiple files for Illiad transactions

    We have some files that get quite large when delivering PDFs. We would like to parse these out - call them chapters or parts. unfortunately, Illiad has the restriction of a single file per TN. We would like the option of being able to upload multiple files per TN, so that when batch loading, all files with the same TN would be attached to the transaction (think TN018765a,TN018765b,TN018765c all being attached to transaction TN018765)

    5 votes

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  11. Check OCLC Status before sending Overdues-do not send for "Returned" OCLC status items

    Remove step of manually checking for OCLC "Returned" status before generating overdues. it would be helpful if the automatic process included checking the OCLC status before sending it off and not sending for items in Returned status.

    5 votes

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    0 comments  ·  Email  ·  Admin →
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  12. Add an export option to the Submit Copyright Orders Screen

    Most other ILLiad screens allow exporting data to Excel. Adding the option to the Submit Copyright Orders screen so we could more easily investigate titles we're borrowing high amounts of, along with the actual current publisher fees in CCC prior to submitting the order would be very helpful

    5 votes

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    0 comments  ·  Copyright  ·  Admin →
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  13. ILLiad Lending scanning display email of borrower

    In the lending scanning window, display the email address of the borrower. When sending via Article Exchange it isn't always known if the email address is filled out in the address book. If the email address is not in the address book, the article does not get delivered.

    5 votes

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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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