ILLiad Ideas

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  1. Combine Lending billing for multiple NVTGs

    U Pitt has a remote storage location that shares an OCLC symbol but has its own NVTGC to allow for unique workflow requirements. We need the ability to process invoices for both sites at once, rather than duplicating the process, since the purpose of the remote storage facility is to support requests sent to the primary site, rather than function as its own entity.

    1 vote

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    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Permissions for Electronic Delivery Utility

    University of Pittsburgh would like more control over access to the Electronic Delivery Utility, particularly in reference to billing features. Please consider tiered permissions that limit individual staff use and limit the ability to skip or adjust automatic billing totals.

    2 votes

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  3. Allow staff to customize which transaction statuses are displayed under each heading in the patron interface

    I would like more customizable display options for transaction statuses in the patron interface. For example, once a patron clicks the "Renew" button, the request disappears from their checked out items list until the renewal is processed and routed back to checked out to customer. I would like items in the Renewed by patron status to also appear under the checked out heading.

    We use a lot of custom queues and would like to be able to manage where requests display in the patron interface.

    2 votes

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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add SLChangeUserInfoSucceeded for ILLiad patron information webpages

    This option exists for Ares but is not available in ILLiad 9.1
    The currently available webpages allow users to update address information and other personal account details, but there is no mechanism for letting a user know that their update has been successfully submitted-- i.e. the page reloads, displaying the information a user has just entered into the available fields, so from the user perspective there has not been any apparent change.

    8 votes

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    1 comment  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  5. Batch Add notes to requests

    It would be helpful to be able to select multiple requests then click a button on the ribbon saying "Add Note," which would then open a field to add a note to all highlighted requests. Having to open each request to add the same note repeatedly is unwieldy.

    1 vote

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  6. Additional options in the Lending Overdues ribbon

    It would be very helpful to have the Lending Overdues ribbon have the options that various queues have: Export, Add Flag, etc.

    1 vote

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  7. Do not move MailToAddress transactions to Awaiting Customer Contact when patron is blocked or item is Library Use Only

    At present, if a patron is set to HoldForPickup, checked in Loan requests go to In Transit to Pickup Location and can be moved to Awaiting Customer Contact manually or via routing rule while if a patron is set to MailToAddress checked in Loan requests go directly to Awaiting Customer Contact.

    This is fine for the majority of materials, but not ideal for items that are restricted to In Library Use Only (which we will not mail to patrons regardless of their preference) or for items for Blocked patrons (who need to return materials before we'll send items again).

    We've…

    1 vote

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  8. Develop pathway for ILLiad stub accounts to complete registration when RemoteAuth (particularly EZproxy) is in use.

    Desired behavior: Patrons authenticated via RemoteAuth (EZproxy) who begin but do not complete registration can subsequently return to registration with their data populated from the latest info in the UserValidation table.

    We use RemoteAuth for patrons to authenticate via EZproxy, and change implemented in order to preserve user PINs during the ILLiad 9.0 upgrade. We also do a daily upload to the UserValidation table that includes just those patrons who are eligible for ILL service. This table populates the NewAuthRegistration form so they can successfully submit registration and access ILLiad.

    When users authenticate via RemoteAuth before they have been added…

    1 vote

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  9. Allow auto renewals for ILLiad requests by status and date settings

    A customer asked for this during the #ILLiad24 event at roundtable. Have an options for settings per time period like semester table in Ares to specify dates until which items can be renewed automatically. After that date items could be renew denied or manually processed. It would be nice to set this by status so that faculty could request renewals across semesters but students would need to return items by end of semester etc. Decision Support Pipeline and Business Rules can probably already make this work when the new renewal features are released.

    1 vote

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  10. Multi-language support for ILLiad Patron Web Interface

    Please provide multi-language support for ILLiad web pages or a Spanish language web interface option.

    1 vote

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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  11. Save Customized Grids

    It would be incredibly helpful to be able to save grid layouts as .xml files in ILLiad to apply to other users or to other queues for the same user. It appears this is already supported in Aeon: https://support.atlas-sys.com/hc/en-us/articles/360011821354-Saving-and-Loading-Grid-Layouts
    (I saw this suggested on the Ares Ideas area; this would be great for Ares as well.)

    1 vote

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  12. Email Notification to a user/lender/borrower that is NOT tied to a specific request, but from the user record, or lender address record.

    It would be great to be able to send an e-mail notification (from a template) to an individual user, lender, or borrower from the user record, or address record for a library. One instance I would use this for would be to provide individualized tracking information that may apply to a large number of requests at one time. Or to alert a patron of an entire list of things they have out--or to let a group of patrons know that we are temporarily suspending a particular aspect of service. Although many of these things could be handled through a regular…

    7 votes

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add hidden fields to request forms for more flexibility

    Currently the Status field is the only option for creating unique request forms. It would be nice to be able to have more information to customize request forms. Some of the user information, such as Status or User Info # would be valuable to work with on request forms. If could be queried to hide/add fields based on unique statuses. The data could be in a query parameter or hidden input field on the page.

    4 votes

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    1 comment  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  14. 8 votes

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    1 comment  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  15. Check OCLC Status before sending Overdues-do not send for "Returned" OCLC status items

    Remove step of manually checking for OCLC "Returned" status before generating overdues. it would be helpful if the automatic process included checking the OCLC status before sending it off and not sending for items in Returned status.

    5 votes

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    2 votes

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  17. Warn or prevent staff from marking requests found after they have aged out to next lender in OCLC

    OCLC Lending requests remain in processing queues even when they have aged out and moved to the next lender (or are returned to the borrowing library unfilled, if the library is the last/only in the lending string). Staff are unable to filter by or see the OCLC status in grid views, so individual requests must be opened to see if a request is no longer in a CONSIDERING status and has aged (or even been deleted by or cancelled by the borrower). Requests may age out for various reasons while sites are continuing to retrieve/process requested items and it is…

    23 votes

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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  18. Bulk Renew in Borrowing

    With libraries closed indefinitley all over the world, we have to push due dates out, possibly multiple times. This is easy enough to do in an ILS, but ILLiad does not allow me, as the Borrowing Coordinator, to push out a renewal request for one new due date for all items currently due before that date. That would save me hours, possibly days of work!

    18 votes

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  19. Add price to Symbol/days to lend grid instead of hovering for that information.

    Having to hover over a symbol to see the cost while in borrowing trying to build a custom string takes extra time. It would be great if the cost could be displayed right next to the days to fill.

    7 votes

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  20. Tag other ILLiad users in a staff note

    We can use flags and notes to ask other ILLiad staff users questions about a request, but it would be even simpler if we could include @PersonName in a staff note and notify them that they'd been tagged for review/response.

    2 votes

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