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  1. Renew Button doesn't immediately reflect new status in the next page

    When you click the Renewal button on the ILLiadMainMenu.html page, it takes you to the page that shows all the information about the transaction but even though the status line tells the patron they have placed a renewal, the TransactionStatus still shows Checked Out to Customer, and the Renew button still seems to be active. If you refresh the page, then those update, but it's confusing to the patron.

    4 votes

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  2. Ability to select which ILLiad field that RAPID call numbers and locations populate.

    We love the electronic links and holdings information that RAPID auto-populates in our ILLiad lending requests, but we currently use our call number and location fields differently in our ILLiad instance. It would be great to be able to decide which fields the links and holdings information from RAPID would populate.

    4 votes

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    0 comments  ·  RAPID  ·  Admin →
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  3. Make barcodes more usable/searchable in the ILLiad client

    Expand the ItemNumber field in ILLiad to accommodate multiple barcodes for multi-volume sets. Add ItemNumber to the default Number search in the ILLiad ribbon for easy access. Add ItemNumber to fields searched by TN/ILL # search on Check Item In interface.

    All of the above would allow more efficient handling of borrowing returns when paperwork with Transaction is missing.

    16 votes

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  4. Pre-populate the ILLiad loan request form with values from the patron search in ReShare

    When a user gets an "End of ROTA " notification from the PALCI/EZ Borrow system (on REShare platform), pre-populate the ILLiad loan request form with the values from the patron's search.

    1 vote

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  5. Allow Electronic Delivery Utility (EDU) to auto process either/or Doc Del or Lending instead of auto processing both at once.

    Allow Electronic Delivery Utility (EDU) to auto process either/or Doc Del or Lending instead of auto processing both at once.

    4 votes

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  6. Conditionally display due date on All Requests web page

    On the All Requests page in ILLiad patron web interface, make the display in the “Request Finished” (or similar) status appear without the due date, while the others retain them.

    2 votes

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  7. 2 votes

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    0 comments  ·  Email  ·  Admin →
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  8. 2 votes

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  9. 2 votes

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  10. 1 vote

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    1 comment  ·  Email  ·  Admin →
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  11. Ability to reorder web Alerts so they appear in a different order on the web page

    Ability to choose the order in which the alerts appear on the web pages. This includes the #SYSTEMALERTS, #USERALERTS,#STATUSALERTS alerts.

    2 votes

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  12. Add an automated password reset for staff ILLiad client passwords

    Allow staff to reset their own passwords when they forget them for the ILLiad client (similar to user password reset functions via web). "Forgot Password"? for the client interface rather than another staff person having to go into Staff Manager to reset it manually.

    2 votes

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  13. Option to "Undo Conditional"

    We would love to have an option to "Undo Conditional" for those times when we realize too late that a conditional was unnecessary. This would be helpful if, for example, we send a "Non-circulating" conditional before realizing the request is for an article, or conditionalize for "Not as cited," then we find the citation. There are any number of situations where we may miss information in a request and send a conditional, then realize it was unnecessary. Even if this is only possible until the Connection Manager runs, it would be a very useful feature. Thanks!

    2 votes

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  14. Billing for lost items

    Ability to create an individual invoice for lost items and have the Billing Manager handle billing for one-off invoices.

    6 votes

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    0 comments  ·  Billing  ·  Admin →
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  15. Billing Manager: send .pdf invoices via email

    Billing manager is great for print invoices, but we would like a more integrated way to send email invoices through Billing Manager. Currently, we generate the invoices and then have to break them into individual .pdfs before sending via email or regular mail. It would be great if there was a one click solution to just send the invoice via email to each library.

    84 votes

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    19 comments  ·  Billing  ·  Admin →
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  16. 4 votes

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  17. Collapse the Electronically Received, Checked Out Items, and Outstanding Requests menus and all their items on the main patron web page

    Ability to collapse the listings under a link for each of under the categories of Electronically Received, Checked Out Items, and Outstanding Requests on the main page rather than listing all possible requests under each category. This would match the style for "Cancelled" and "Completed Requests" and also take up less room on the main page if the patron has a lot of requests in one or both categories. Otherwise, the patron needs to scroll through all three (3) category listings to get to the bottom of the listing.

    3 votes

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  18. Recalled-overdue OCLC status should move to Awaiting Recall Processing

    When a borrowing TN has the OCLC status "Received-Overdue" and is subsequently recalled by the lender, the TN doesn't move. It should change to the Awaiting Recalled Processing queue so that staff knows it was recalled.

    4 votes

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    1 comment  ·  OCLC  ·  Admin →
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  19. Ability to print selected pull slips

    Would love to print from different physical locations but need to be able to select which pull slips (or receives, or whatever!) should be pulled for printing, so that you do not disrupt work at another location.

    9 votes

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  20. Add an export option (Excel or other format in which data can be easily manipulated preferable) to the forms History > All Requests and Hist

    Many of our patrons need to download their request history to help with their bibliography, at least every six months (due to our data delinking schedule).

    In the old pages, this was possible with a simple copy and paste into a spreadsheet program.

    In the new 9.1 web pages, there is no easy way to export or print the full list of requests. (Copying and pasting will jumble the format; also, for article requests, key parts of the citation will be missing).

    Can you please add a data export option? Thanks! This is very important because we do delink routinely,…

    30 votes

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