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  1. Addon update notification

    Surface an alert in the ILLiad System Dashboard notifying users that an ILLiad addon in use on the local ILLiad system has been updated in the directory. It can be hard to find out if addon updates are available and it can be tricky to troubleshoot or support if different versions of the addon are installed. Having a notification of an available addon update - that an ILLiad system is using an outdated version of an addon - would save time and troubleshooting as well as help users to benefit sooner from bug/security fixes.

    6 votes

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    0 comments  ·  Addons  ·  Admin →
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  2. Send Notification dropdown should only display applicable emails based on ProcessType and RequestType

    Emails showing in the Send Notification dropdown are apparently populated when the TN is opened, and it shows ALL the EmailRouting table entries for that ProcessType (e.g. borrowing, doc del, lending) regardless of whether that particular email has a notification template for that RequestType (article or loan).

    So what happens, is that there is a long list of emails in the dropdown, and if they choose an email template that doesn't apply to that TN's RequestType, then it throws an error, which isn't really graceful.

    Ideally, the Send Notification dropdown would only show applicable emails that work for both that…

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  3. Change SSN field to ID

    This field label has caused some concern/confusion in the past, and I doubt anyone still uses it to store SSNs. Currently we have to implement various customizations to hide the real column name wherever it appears in search grids.

    7 votes

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    0 comments  ·  Database  ·  Admin →
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  4. 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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  5. Fix Turnaround reports to include API-created Transactions

    Turnaround reports currently do not include any transactions created via the API. This is because the SQL queries that drive the Turnaround reports search the history table for specific status messages, and API-created transactions don't have those messages. Either the SQL queries need to be updated to include the API status messgae, or the API needs to use the same status message as the regular webpages in order for these transactions to appear in Turnaround reports. Right now, Turnaround reports for institutions that use the API to create transactions are totally inaccurate.

    3 votes

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    1 comment  ·  Admin →
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  6. Custom search to retrieve PDFs on the server that haven't been viewed

    A custom search will currently retrieve requests “Delivered to Web” that HAVE been viewed, but not those that have haven’t. Being able to quickly retrieve a list of those not viewed and highlighting those delivered more than 3 days earlier would facilitate sending a customized reminder notification while the PDFs would still be useful to patrons. The reminders could be sent once or twice per week.

    Alternately, modifying the Electronic Delivery Reminder Server addon with an option to send the reminder x times per week (rather than each day after the first reminder is sent) could achieve the same results…

    10 votes

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  7. Make the client installer deployable

    It is recommended as standard practice for 2+ decades that users should not be admins on the workstations they use. Thus, they cannot install or update the ILLiad client themselves.

    Throughout the IT industry, the way to install any software or updates is via centralized management (whether Windows or Mac workstations, or Chromebooks, tablets or phones) and automated deployments. This primarily occurs when a control server instructs workstations to install software using the workstation's own, built-in "SYSTEM" account which is a "super-admin".

    The ILLiad client installer is the only software I've ever experienced (of many hundreds of applications) that fails…

    2 votes

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    0 comments  ·  Updating  ·  Admin →
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  8. Fill in Lending DueDate field when TN is in other transactionstatus other than Awaiting Lending Request Processing

    If lending loan requests come in via Rapid and are routed to Awaiting Stacks Searching via a Routing Rule (because they already have the location and callnumber), the lending request never gets the DueDate assigned automatically because that only happens the first time a TN is opened from the Awaiting Lending Request Processing status. Could ILLiad somehow set that DueDate even though the Awaiting Lending Request Processing status is skipped?

    3 votes

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    0 comments  ·  RAPID  ·  Admin →
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  9. 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.

    5 votes

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  10. 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.

    5 votes

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  11. 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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  12. 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?

    3 votes

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  13. Automatic pickup reminders

    The current addon for this is too specific for one institution's processes. I'd like a simple pickup reminder to be able to be sent from ILLiad without an addon that sends the reminder at a specific number of days after the original notification (regardless of day of week, etc.) and only sends it once and/or on multiples like (value = 3, 3 days after original notification) or (value - 3,10, 3 and 10 days after original notification)

    3 votes

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  14. Add a user confirmation check to the WebCirc checkout process

    It's easy for a high-volume institution with many student workers at many desks to mistakenly check a book out to a user that is not for the user in front of them. Because the TN# is attached to the user, ILLiad then indicates that the item is checked out to the requesting user when the book may have been given to the wrong user. A simple pop-up during the checkout process confirming the username/ID# of the user the item is being checked out to would help prevent this. (and the ability to undo if necessary)

    3 votes

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  15. Improve WebCirc functionality

    Allow for WebCirc users (staff) to undo something they did by mistake, for instance, marking an item in transit back to ILL instead of checking it out. And/or add a "are you sure" message when moving a request to in transit that is not already at "checked out to customer"

    3 votes

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  16. Allow for more targeted web alerts

    Allow for multiple critera for displaying web alerts. We have 23 campuses and I'd like to be able to specify I want (for example) Faculty at One Campus (organization field) to receive an alert but not the Faculty at the other 22 campuses. (and other similar circumstances)

    3 votes

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  17. NCIP connection between ILLiad and FOLIO to check lending loans in and out

    Currently, staff have to manually check out any materials we lend via ILL to our ILL "patron" account, and when returned items need to be checked in both in ILLiad and in FOLIO. Occasionally, a checkin or checkout is missed, which can cause a lot of confusion, lost materials, and/or invoices sent in error.

    We would love to automate the check in and checkout process of our own materials. My understanding is that NCIP functionality is already available in FOLIO.

    4 votes

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  18. ILLiad Server Updater

    Enhance the Updater to remove older .replaced files or do not create them to start with since all older dll and exe files are already in C:\illiad\setup. The .replaced files take space and make it harder to find the correct files when troubleshooting

    2 votes

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  19. Create a way for ILLiad to export citations associated with their requests directly to RefWorks or another reference manager.

    Often users acquire articles first through ILLiad and then decide if they want to use them for their research. The DOI resolver and DOI DSP addon features provide complete citations for our users. It would be helpful if a user could simply export the citation associated with a request directly to a reference manager for their bibliography.

    3 votes

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  20. Improve Z39.50 and FOLIO connection

    There's already a call out to FOLIO to improve how multi-volume holdings appear in XML to make them visible via Z39.50, but it would probably help matters if Atlas Systems and FOLIO worked together to make this improvement for all libraries migrating to FOLIO. https://issues.folio.org/browse/ZF-84

    Basically, if there are multiple volumes of a title, only summary holdings and inaccurate availability status are visible through Z39.50. Some libraries have implemented custom addons to get around this, but this is really a workaround to what should be a standard function.

    6 votes

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    0 comments  ·  Z39.50  ·  Admin →
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