ILLiad Ideas

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  1. Allow API to update existing users

    This is similar to the request to "update user account by pulling user data from org directories via Single Sign on"

    5 votes

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    1 comment  ·  User management  ·  Flag idea as inappropriate…  ·  Admin →
  2. Flags - have a popup notice when records with a flag move to a new status

    Flags - have a popup notice when records with a flag move to a new status

    13 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. At Borrowing: Check In From Lending Library, add ability to import New Lender Information from OCLC Policies Directory

    When receiving an item from a new lender, it would be a big time saver to be able to look up a Policies Directory entry by OCLC Symbol and import the address & contact information into a new ILLIad address, and then return to the request check-in without having to rescan.

    11 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to Delay Notifications Sent from Awaiting Customer Contact queue

    For items that are picked up at the same location where items are processed, the In Transit to Pickup location step adds an additional processing step. However, skipping this step means that patron notifications are sent immediately and often staff do not have time to finish physical processing before patrons arrive at the desk to pick up items.

    Having the ability to set a delay period (e.g. 60 min) between when the request is sent to Awaiting Customer Contact and when the notification is sent would allow staff time to finish physical processing before patrons get the notification.

    11 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Connection Manager

    Make sure the Connection Manager does a full check of the Pending status during each cycle run and not just after midnight or after a service restart. This is from ticket 10049.

    4 votes

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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  6. Improve Database Manager functionality

    Western Washington has discovered an issue where deleting more than one month's worth of Connector Sessions in the DB Manager results in the program appearing "frozen" after the Delete button is clicked. When the staff go to check on it, they get a Windows "Not Responding" message. It would be helpful to see something indicating that it's working, instead of appearing frozen, especially as the deletion process can take quite a bit of time to complete. Alternatively, adjusting the program so it doesn't produce the Not Responding message would also be acceptable. (transcribed by KAK - ZD ticket in admin…

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Proxy User Functionality

    We have teaching assistants/administrative assistants/research assistants who are asked to request materials on behalf of an other ILLiad user. It would be helpful if a proxy account could be created for these assistants to create the request, but for the primary user to be responsible for the item (loan) and notified of delivery (article).

    7 votes

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    3 comments  ·  User management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Send Renewals Requests Automatically without Assigning New Due Date

    Enable the Send All Renewal option when AutomaticRenewals key is set to No.

    3 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Time zones

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

    2 votes

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    2 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  11. AddESPUpdate - Returned for Borrowing requests

    If possible, it would be really nice to have the option to use AddESPUpdate - Returned for Borrowing requests. I currently have an addon that mass-adds tracking numbers that we also use for Borrowing returns, and it would be awesome to be able to automatically update those requests as Returned if they haven't been already.

    2 votes

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    0 comments  ·  Addons  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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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    2 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  14. Make "terminal" statuses customizable

    We have some statuses that are effectively terminal (eg "Supplied via consortial system"). However, these will remain in patrons' Active Requests in the web interface forever, unless they are moved to Request Finished or Cancelled by ILL Staff. It would be great to be able to add to what statuses are considered no-longer-active.

    11 votes

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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  15. Patron information from Docline requests in Billing Manager invoices

    We are having the issue of a Docline library needing patron names in the invoices we send them. That information is no longer available in billing manager invoices. I understand the privacy issue. I need to know definitively if this cannot be added back or not. Thanks!

    1 vote

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  16. 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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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    4 votes

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    1 comment  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    5 votes

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    1 comment  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

    6 votes

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  20. Include Display Status in any call to the API that returns a Transaction Status

    Currently, Display Statuses are not returned with Transaction Status information when using the API.

    Our library is using the API to integrate ILLiad into the patron account interface; it would be very helpful to be able to use the Display Status table to mask the queue names.

    2 votes

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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
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