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ILLiad Ideas

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529 results found

  1. Add Note While Returning Books

    When I check items in to return them to their owning institutions, I often need to make a note in the request. Currently I can only do that by opening the request first. It would be nice if I could double-click in the notes field and add the note from the "Borrowing Check Item In" screen.

    7 votes

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  2. staff password complexity description

    Add a field to the StaffPasswordComplexity field to allow a plain text description of the regular expression. A user should able to view what the password requirements for staff passwords are without having knowledge of regular expressions.

    7 votes

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    1 comment  ·  Staff client  ·  Admin →
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  3. ILLiad Aeon integration: send scan files back to ILLiad for request fulfillment

    We use ILLiad to Aeon integration to facilitate Special Collections scanning for ILL lending. When we send a scan request via ILLiad to Aeon, we would like the ability for Aeon to pass the .pdf back to ILLiad for request fulfillment. Currently, Aeon staff have to email the .pdf to ILL staff in order for the file to get uploaded to ILLiad for ILL delivery. This would be similar to the Ares/ILLiad integration: we pass scans to ILLiad from Ares for scanning fulfillment through OpenURL.

    7 votes

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  4. Add Expired User Indication on User Record

    When using User Expiration in 9.1, the only indication of a user's expired status on the User Record is the Expiration Date. All other indicators are the same as a New User :

    User Record= no status button active
    https://www.screencast.com/t/1xqQr0NbaIZ

    Transaction Record=flag by username and "user not cleared" status warning
    https://www.screencast.com/t/0DttY3BXKQkP

    I would be helpful to be able to readily distinguish between users that are expired vs. users that are new.

    7 votes

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  5. Include ability to batch update records

    I realize that this could be very dangerous and should be locked down behind something like the database manager, but having the ability to batch update records (transaction, user, lender, etc) in ILLiad would be a huge time saver. There are times when local data or workflows change, and the ability to change more than one record at once would open up a lot of possibilities.

    7 votes

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  6. A key to determine if request auto opens (or doesn't) when it's the only item in a queue.

    I would like to be able to control if a request will automatically open when searched or when a queue of one is displayed.

    Primarily, I want to be able to STOP the request from opening automatically. Many times we search for an item to see info, or route to an active status, and auto opening just slows down our ability to do this as we wait for the request to render.

    7 votes

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  7. Limit Number of Library Symbols added to the Lending String with Custom Holdings

    Add ability to customize the number of libraries that are added when using Custom Holding to create the Lending String.

    Many libraries want to create shorter lending strings (less than fifteen) so that requests are not out for potentially weeks before being filled. Currently, in order to create shorter lending strings you have to manually add library symbols or remove library symbols after using custom holdings to auto-generate a string.

    7 votes

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    1 comment  ·  Staff client  ·  Admin →
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  8. automated email confirming return via Web Circ

    When loan is checked in via Web Circ (and status changes from Checked Out to Customer to In Transit From Customer), ILLiad automatically sends email to patron confirming return. Patron receives confirmation of returned ILL + helps ILL staff reduce claims returned situations. Email would simply acknowledge return, including the TN, title, author, etc.

    7 votes

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    1 comment  ·  Email  ·  Admin →
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  9. Add RequestType to default IFM ILLiad reports

    Purdue University needs to break down IFM charges by RequesType for internal reporting. Having this in the default reports would be very helpful. We'd like to see it for both Lending and Borrowing.

    7 votes

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    0 comments  ·  Billing  ·  Admin →
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  10. Make a library's loan period visible on the borrowing holdings screen

    When creating a holdings list, currently borrowers can see the institution name, days to respond, and fees for lending institutions. It would be nice to see the library's loan period for items in this area.

    7 votes

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  11. Ability to upload request from Reference Citation service

    Our researchers often use Reference Citation services such as RefWorks, EndNote or Zotero to create bibliographies. We would like for them to have the ability to upload a batch/list of items from a service like this or from an excel spreadsheet.

    7 votes

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  12. When non-OCLC library creates an LWeb account, have a registration workflow built in to check legitimacy before they can submit requests

    We want non-OCLC libraries to be able to create their own accounts, and to be able to make that process more transparent. However, right now, anyone can create an account and immediately place requests.

    After catching some illegitimate requests entered in this way we made a routing rule to review LWeb requests, but it would be better to have the workflow built into the system, so we can better manage approving, expiring, blocking, and communicating with non-OCLC libraries.

    7 votes

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  13. Alert when an installed add-on is updated

    If an installed add-on has a new version, be alerted (via either a popup in the client or even via subscription through email).

    7 votes

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    0 comments  ·  Addons  ·  Admin →
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  14. Have OCLC search default to serials *and* internet resources by default for journals

    Many electronic journals are classified as internet resources versus a serial, so both need to be selected in a search

    7 votes

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    1 comment  ·  OCLC  ·  Admin →
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  15. Increase font size. Increasing font size fosters a more inclusive and equitable environment.

    In previous posts regarding font size, Atlas noted that the increase in font size was addressed. However, Atlas' solution to use Windows settings creates other issues. Using Windows to increase font size makes other programs that already have accessible font size lose some functionality. Also, using Windows to "fix" ILLiad's font size inaccessibility, loses page functionality in the client (e.g. the notes field in an open request are no longer visible on the page.)

    6 votes

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  16. 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

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  17. 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

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  18. 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

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  19. Lengthen conditional message

    The Lending Notes field in OCLC has a character limit of 500 characters, but ILLiad will only put through 255 characters. Would it be possible to increase this?

    6 votes

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  20. 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

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    0 comments  ·  Email  ·  Admin →
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