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  1. 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!

    3 votes

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  2. 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.

    1 vote

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    0 comments  ·  Staff client  ·  Admin →
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  3. Additional request field auto-copying functionality (user-by-user basis)

    Currently, the CopyTitleToClipboard key in ILLiad Customization Manager allows for the auto-copying of the request title. However this setting is global for all users, and can only turned off or on by Process Type (Borrowing, Doc Del, Lending). It would be helpful to provide individual staff with the ability to override the auto-copy functionality, solely on their client, in order to either choose another field to auto-copy (e.g., Transaction Number), or alternately not to auto-copy any field when opening a request. The general setting (via the CopyTitleToClipboard key) would remain active for any staff members who did not "opt out"…

    2 votes

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  4. Have Lender Select box consider Odyssey and email addresses too

    Atlas support said recently that only the shipping and billing address fields are checked for incoming ILL requests. Libraries often change their contact info. and it would be best if the system is checking for that too in order to avoid outdated Lender records in the Client and misdeliveries

    12 votes

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  5. 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.

    4 votes

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  6. 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?

    2 votes

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  7. Allow applying field/layout/grid customizations to all users in Staff Manager

    Please make it simpler to set customizations for all staff, including future ones. Currently, field customizations that are applicable to all users must be applied to new users one-by-one.

    2 votes

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  8. Add another note type

    We like to hide our staff notes (via customization manager), but it would be nice to have another option for adding notes viewable to the user. Perhaps a Staff-hidden and Staff - so we could hide some notes but make others visible to the user in their account/request.

    19 votes

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  9. Clear OCLC search filters when a request is closed

    When searching for harder to find items in OCLC through ILLiad, we often use the custom search or set filters in the Limits box. The search terms and filters stick from request to request. The worst problem is that if I filter by year, this doesn't appear obviously in the limits, but when I search the next request by ISSN/ISBN nothing comes up. I have to remember to open Limits and clear the year from the filter.

    It would be so helpful if these fields would just reset with every request. There isn't any case where I want the same…

    2 votes

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  10. Update Lender Billing Fields and Description on Transaction Form

    Adjust the availability of lender address fields in the transaction form.

    Remove Billing Notes from the Transaction view in the Client. Dev believes this is an artifact from before lending billing was split into 2 parts and we have been unable to populate it with data.

    Add LibBillingMethod as an option for addition to the layout. It's available in the LenderAddress record view, but not the transaction form view.

    Rename the "Billing Groups" label in the Transaction form's Library tab. These are just groups and should not be described as specifically related to billing.

    1 vote

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    0 comments  ·  Staff client  ·  Admin →
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  11. Support for Controlled Digital Lending Software and Workflows

    Ability to identify requests that will use the lend-like print method using an owned-to-loan ratio, manage due dates, etc. Details on CDL can be found here: https://controlleddigitallending.org/.

    23 votes

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  12. Fulfillment Data should be included in Custom Search results

    Custom searching for transactions doesn't return information from the FulfillmentData table. We need to be able to calculate money spent through DSP addons like Reprints and Get It Now and there isn't any other way to gather that information out of ILLiad, other than using an ODBC link and an external program.

    2 votes

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  13. Add User Expiration Date as an option for Customized Layout in 1-borrowing form, and 2-Check In From Lending Library batch screen.

    We'd like to be able to see the User Expiration Date in the client on the borrowing request form and the borrowing batch process "Check In From Lending Library." This would help us when assigning due dates and renewals (in case we need to truncate what the lending library offered), and may also determine where we send initial requests as well. At the moment, User Expiration Date is not in the list of fields to choose from when customizing layouts.

    1 vote

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    0 comments  ·  Staff client  ·  Admin →
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  14. Create a read-only/distributable form of dbc files or the SQL Alias Manager

    With SQL Alias Manager 1.3.2 staff with local admin privileges on their desktop or VM’s are no longer able to successfully Set Default (Local Machine) without also requiring Full Control privileges on the folder where the DBC’s reside.

    In a shared environment this is an issue because we wouldn't want everyone to have full read/write access to a shared folder where someone could potentially change a dbc file for every staff member. This wasn't an issue with SAM v1.2.2.

    4 votes

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  15. Increased Granularity in Web Circ Permissions by User

    I would like to be able to restrict available actions in Web Circ by user. I would like to restrict our circ desk account from being able to do anything other than check out items. I think essentially I'd like the customization keys to be available on a by-user basis.

    2 votes

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  16. Allow Layout Modification for Queues/Flags that are Currently Empty

    It would be great to have some view in the client of all existing queues and flags, regardless of whether they currently have any requests in them, so that layout and customization of categories can be more thorough.

    9 votes

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  17. Make ILLiad Web Circulation's Checked out/in message more prominent

    The current message saying a book was checked in or out is too similar to the text already on the page, and our students never notice it and get confused as to whether a book has actually been checked out. If it was even just bold, in red, or a little bit larger font, it would stand out a lot more.

    9 votes

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    1 comment  ·  Staff client  ·  Admin →
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  18. 2 votes

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  19. Make the custom search condition add or subtract buttons visible all the time, not just when hovered over

    Please make the custom search condition add or subtract buttons visible all the time again, instead of only when you hover over them!

    I use custom search a lot both when searching OCLC for harder to find items, and when pulling statistics or answering questions from admin, and this change with 9.2 to no longer make these buttons visible makes things surprisingly difficult.

    1 vote

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    0 comments  ·  Staff client  ·  Admin →
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  20. 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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