ILLiad Ideas

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  1. Database Manager - Extend the transaction purge options

    The transaction purge tab in Database Manager only has transaction date as a criteria. The Patrons tab allows for a very fine grain approach for deciding which users to purge. It would be nice to have a similar or expanded group of options for transaction purging.

    For example, it would be nice to be able to delete test users that have test transactions, which we cannot currently do effectively now.

    5 votes
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  2. satisfaction survey per transaction

    We would like the patron to be able to answer a satisfaction survey when they receive their document or response. it would be valuable to identify transactions that were challenging (from the patron's perspective) and have front-line staff followup with them. a 1-5 star rating would be sufficient along with a comment box.

    1 vote
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  3. End of the line Deflection

    When a library uses the following deflection:

    Requests: Loan
    Deflection Type: Enable Real Time Deflection - except when I am last in the lender string

    OCLC should bump past them in the string, but AUTOMATICALLY add them back to the end of the string of potential lenders.

    1 vote
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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  4. Notify Patrons We Are Still Trying to Fill a Request

    In a recent OCLC customer service webinar it was suggested that we notify patrons regularly as to the status of outstanding borrowing requests. This would not be possible for us to do manually due to our work load. If we could use ILLiad to send out a notice for borrowing requests to let patrons know we are still trying to fill their requests, that would be great.

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    1 vote
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  6. PLEASE change Docline Lua scripts to stop on the Docline screen that show the request is a duplicate.

    Change (or change back) ILLiad Lua scripts to automatically stop on the screen that has the duplicate request alert. It flashes past so quickly now, it's easy to miss and then we have to pay for article twice. The way the scripts run now, you've lost us a great Docline feature.

    2 votes
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  7. Add the ability to customize elements on the Detail Page based on request status

    We would like the ability to customize what elements/fields display to the user on the Request Detail page. We use custom queues for certain requests and do not want the Due Date to display in the detail view for requests in those queues.

    1 vote
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  8. Support multiple files for Illiad transactions

    We have some files that get quite large when delivering PDFs. We would like to parse these out - call them chapters or parts. unfortunately, Illiad has the restriction of a single file per TN. We would like the option of being able to upload multiple files per TN, so that when batch loading, all files with the same TN would be attached to the transaction (think TN018765a,TN018765b,TN018765c all being attached to transaction TN018765)

    2 votes
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    0 comments  ·  Electronic Delivery  ·  Flag idea as inappropriate…  ·  Admin →
  9. Electronic Delivery Utility

    Enhance EDU to allow multiple copies (using Automode) to process files from the same scanned file folder for different nvtgc sites. Currently the EDU reads through all scanned files in a folder and when more than one EDU is running it can lock the file causing errors for the other EDUs trying to process that file.

    3 votes
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    0 comments  ·  Electronic Delivery  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add an export option to the Submit Copyright Orders Screen

    Most other ILLiad screens allow exporting data to Excel. Adding the option to the Submit Copyright Orders screen so we could more easily investigate titles we're borrowing high amounts of, along with the actual current publisher fees in CCC prior to submitting the order would be very helpful

    3 votes
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    0 comments  ·  Copyright  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to display and update user information on a transaction/request form

    Recent issues with COVID 19 are increasing use of the "mail to address" workflow for home delivery. It would be helpful for users to be able to view their address and other user information from the request form should it need to be updated.

    3 votes
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  12. User expiration by status

    Ability to control user expiration based on User status i.e. I don't want Faculty accounts to expire. Or only expire undergraduate accounts.

    4 votes
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    0 comments  ·  User management  ·  Flag idea as inappropriate…  ·  Admin →
  13. strip extra characters out of PMID field when receiving from Pubmed via OpenURL

    The OpenURL generated by Pubmed has the PMID field sent as:
    &rft_id=info%3Apmid%2F26824237
    which puts extra info in front of the PMID value. This means staff have to touch each request and clean it up before searching it. It would be great if the OpenURLMapping table could have an option to strip characters from a value or some other means to clean up that field when it carries over.

    4 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  14. Import complete information (esp. Publisher) from OCLC into ILLiad when sending request

    Currently ILLiad imports the title field from sent OCLC requests. It would be great if it imported more info such as the journal publisher. We are constantly asked for details of how many Publisher X or Publisher Y journal articles were requested through borrowing. We can't provide the info because the patron doesn't supply it and ILLiad doesn't import it (and manually doing it for our volume of requests is too time consuming).

    3 votes
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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  15. Hard to tell when Editing vs Copying a row in Customization Manager tables

    When working in the OpenURLMapping table, we noticed it really is impossible to tell if you're in the "Copy" or "Edit" mode because the ID value doesn't show up in either of them. We'd expect it to show while in Edit mode, but be blank in Copy mode.

    In general, when working with a table in the customization manager, it gets very confusing when you think you hit Copy but then worry you may have hit Edit instead since the opened row says "Edit Row" either way. If there was some way to indicate better whether you were in Copy…

    4 votes
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    1 comment  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  16. iOS app for ILLiad on iPad

    Please develop an ILLiad app for iOS on iPad. It would greatly ease some of the difficulties our workers have doing their job remotely.

    2 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  17. Copy Layout & Grid Settings - Separate Borrowing, Doc Del, and Lending

    In the Staff Manager, please adjust the granularity of the Copy Layout & Grid Settings by Borrowing, Doc Del, and Lending. If I make major changes to the Borrowing layout, I'd like to be able to copy those changes to the relevant student employees & staff, but not overwrite their layouts in DocDel and Lending. It would be very helpful if we could indicate which layouts to change and which to retain in these different areas of ILLiad.

    1 vote
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  18. Warning re: Multiple Pieces in Web Circ

    Add a prompt or warning when an item which has multiple pieces is updated to Mark Returned in Web Circ so that staff are alerted to the fact that more than one items should be returned with that request.

    11 votes
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  19. 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.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow deletion of unmatched electronic delivery

    Sometimes items with a status of Delivered to Web will reroute back into electronic delivery. The item is then stuck in the "No ILL Lender Match" box and can't be be deleted or permanently rerouted back to Delivered to Web. Each time this happens OCLC support has to manually delete the transaction. ILL staff should have the ability to delete. Or, the bug that reroutes transactions back into electronic delivery needs to be patched.

    2 votes
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    0 comments  ·  Electronic Delivery  ·  Flag idea as inappropriate…  ·  Admin →
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