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146 results found

  1. New ILLiad Document Type: E-Book

    Having a new document type of E-Book would help when doing custom reports.

    24 votes

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  2. Add a verification when cloning requests

    After clicking "Clone to Current User" have a pop-up window/box that asks "Are you sure you want to clone this request?" Several times I have accidentally cloned a request when I didn't mean to.

    1 vote

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  3. "Import" answered email from Outlook into email history of a request

    Currently we only see one side of a conversation in the email history of a request. It would be helpful to be able to import a response into ILLiad so we have a complete history in one place (as opposed to cutting-pasting into notes as we do now.)

    26 votes

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  4. Remove Patron Name Field in OCLC request

    When you submit a request through OCLC there is a field in Borrowing Information for the patron name. We have been deleting the patron name from this field for some time because we've found that it is sent to the lending library. If the library has a newer version of ILLiad, the patron name isn't sent, but if the lending library is on another system, it is. Removing this field would be an easy fix for patron privacy.

    8 votes

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  5. Time zones

    Let users of the client set their local time zone, so that it can be reflected in the History of requests

    3 votes

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  6. Create an alert to catch Connection Manager hangups.

    From ticket 887: It would be nice if you could develop some sort of alert to let you know that the server needs to be restarted. By the time I realize anything might be wrong things are already pretty bogged up.

    Maybe something that allows an alert to check Connection Manager with no downloads in 2 or 4 hours or similar. Configurable per site due to volume variation. This would be for when Connection Manager is running but gets hung up for whatever reason and requests do not download from OCLC as they should.

    9 votes

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  7. Have the Patron ID number viewable on the request page.

    Currently, you can only see the patron's name, address, status, delivery methods on the patron tab in Borrowing. You have to use the "View User" button to access the patron's ID number. This would help eliminate a step when you need the ID number for accessing library accounts and fines in an ILS.

    8 votes

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    1 comment  ·  Staff client  ·  Admin →
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  8. Printing Multiple Requests from a Queue--Simplify Process

    Ability to select and print multiple requests from a queue without having to navigate through the merge template process. While it is possible to use the Print Selected Requests option from the Process ribbon, the process requires manually opening a template and completing a merge process.

    Ideally, the process would work like other batch printing processes where users are prompted to view/edit a word merge template.

    6 votes

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  9. 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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  10. Add a back button to DOCLINE ribbon

    Add a Back button on docline ribbon. It is unclear that users can hit the backspace button - especially since this kind of functionality lends itself more to "browsing" so people might want to go back to a previous screen.

    2 votes

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  11. Lender Addresses with Invoices that are Active

    Lender Addresses linked to Invoices that are Active (even those marked Paid) cannot merge with another address. The only option currently is to manually change or delete invoices first. Please consider allowing Paid invoices to not be considered "Active

    1 vote

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  12. Add a 'Route to Borrowing' button to the Search Results ribbon for DD requests.

    Searches for Borrowing requests include two routing buttons in the upper ribbon, one for routing the request within borrowing, and a second to route the Borrowing request to DD.

    It would be nice to see the reverse on the DD side: a button for routing within DD and a button to route to Borrowing. Currently you can only route DD requests to Borrowing one at a time by opening each individual request to access the routing to Borrowing button.

    1 vote

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  13. Enhance the MARC record display in WorldCat searching

    It would be great to add features from OCLC Connexion's MARC display to the display of MARC records in ILLiad. We'd like to see the value in 040 subfield b (language of cataloging) displayed in a column in search results to quickly narrow down the potential correct record for an item. It would also be really helpful to right-click on a MARC tag to go to the OCLC site for a definition of that field. Modeling the MARC display after the great features in Connexion would really help with efficient searching.

    4 votes

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  14. Allow multiple different email templates based on different reasons for Disavowing patrons from Patrons to Clear

    We've had a spate of local users accidentally filling out Proxy forms, as well as unaffiliated users trying to create accounts using the Proxy form. It would save a lot of time and confusion if we could select reasons and different pre-made disavow templates like we can elsewhere in ILLiad

    4 votes

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  15. Ability to batch delete notes from a request

    Sometimes, when interacting with different pieces, the system will add hundreds of copies of the same note (usually one every ten minutes) before a staff person catches that it got stuck. Then, these many duplicate system notes make it hard to see actual relevant notes. Currently notes can only be deleted one at a time which is not at all feasible in these cases. It would be great to be able to select multiple notes on a request and delete them at the same time.

    4 votes

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  16. expanded off-times (lower case) flexibility.

    Copy RAPID's off-times where we can set off times by time as well as by date. We also had a need for a more immediate closure before the 24 hour limit where we had to close for a hurricane. It would have been nice to set the non-lender status closer to the event instead of putting it a day later.

    6 votes

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  17. Title in Borrowing Check In from Lending Library

    From the Check In from Lending Library screen you can update most of the information before checking in. For some reason you can't currently change the title without opening the request. This causes any changes that have been made to the request (due date, restrictions, special notes) to be lost. I need to change the title regularly to remove notes to the lending library that we often put in the title field. Being able to delete these notes from the Check In from Lending Library screen would be very helpful!

    3 votes

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  18. Phone field in the address book add extension field or allow for more characters

    The current field cannot accommodate phone extensions; they get cut off.

    2 votes

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  19. Adjust note fields to fit content

    I always have to adjust the column width of the notes in ILLiad so that I can actually read the notes. ILLiad should adjust the width automatically to fit the content so that the Note Date and Added By fields are only wide enough for that data and the actual Note field is wide enough to allow staff to read the notes. Specifically I need to look at the notes when returning borrowed items, but this feature would be helpful on every screen.

    2 votes

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  20. Add a button or link to get addons from the client

    Like the "Get Add-ins" button in Outlook, it would be nice to have more visibility in ILLiad for the addons that directly links folks to the addon directory in the docs.

    4 votes

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