ILLiad Ideas
524 results found
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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/1xqQr0NbaIZTransaction Record=flag by username and "user not cleared" status warning
https://www.screencast.com/t/0DttY3BXKQkPI would be helpful to be able to readily distinguish between users that are expired vs. users that are new.
7 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Summary Notification Provide weekly summaries to patrons for all items checked out to that patron, separating and highlighting items that are overdue
6 votes -
Add ability to "pin" or "favorite" staff Note in ILLiad request In cases where staff have the need to re-use the text of a staff note in an ILLiad request, it would be helpful to enable functionality to "pin" or "favorite" a specific note at the top of that day's listing of notes so as to get there in a single click, without having to scroll down to it (or to have to type in the beginning text for that needed note in the Recent Notes field, in order to auto-suggest).
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 -
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
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