ILLiad Ideas

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  1. Add Expired User Indication on User Record

    When using User Expiration in 9.1, the only indication of a user's expired status on the User Record is the Expiration Date. All other indicators are the same as a New User :

    User Record= no status button active
    https://www.screencast.com/t/1xqQr0NbaIZ

    Transaction Record=flag by username and "user not cleared" status warning
    https://www.screencast.com/t/0DttY3BXKQkP

    I would be helpful to be able to readily distinguish between users that are expired vs. users that are new.

    4 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  2. Include ability to batch update records

    I realize that this could be very dangerous and should be locked down behind something like the database manager, but having the ability to batch update records (transaction, user, lender, etc) in ILLiad would be a huge time saver. There are times when local data or workflows change, and the ability to change more than one record at once would open up a lot of possibilities.

    5 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  3. A key to determine if request auto opens (or doesn't) when it's the only item in a queue.

    I would like to be able to control if a request will automatically open when searched or when a queue of one is displayed.

    Primarily, I want to be able to STOP the request from opening automatically. Many times we search for an item to see info, or route to an active status, and auto opening just slows down our ability to do this as we wait for the request to render.

    5 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  4. More ItemInfo and UserInfo fields

    Consider increasing the number of ItemInfo and UserInfo fields to more than 5 each. We have already used up all of the ItemInfo fields and have had to re-purpose existing fields to collect the additional information we need in our borrowing requests.

    10 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  5. Have Chrome (or FireFox) be the ILLiad default browser

    Several of our library's databases don't play nice with IE anymore, so when searching for an article while in ILLiad, we have to cut and paste the link into another browser before we can continue the search. This would (hopefully) be eliminated if IE were not the default browser.

    125 votes
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    13 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  6. Improve web field notes

    Patron often add multiple citation entries into one field i.e. paste all of teh citation information into the journal title field. It would be helpful to have field note more obvious to users. Maybe something like this example
    https://www.screencast.com/t/YDgAWZB4EE

    -submitted on behalf of Cleveland Health Sciences Library

    3 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  7. Extend database field length for ReasonsForCancellation DefaultNote

    Many of our cancellation notices to patrons need to include more information in the DefaultNote field than can fit in 255 characters. Some examples: If a patron requests a book held by one of our branch libraries, we will tell them that we placed the request on their behalf, and also include instructions for how they can do so themselves in the future. Or if we purchase a book for our collection on behalf of a patron, we explain that we purchased the book, tell them how they'll be notified when it's processed, and give a general timeline.

    Even if…

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. warning when request is open by another user

    Enable a pop-up message that would indicate when a request is open by another user

    6 votes
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    1 comment  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  9. Stop the Electronic Delivery Utility from trying to deliver hidden files/files that haven't fully saved yet

    We recently set up an external software to add OCR to our files; the workflow is to save the files to an input folder, and for the software to process the files and move them to the OdysseyTemp File folder for Electronic Delivery Utility to update ILLiad and deliver. This should work really well -- except Electronic Delivery Utility frequently tries to deliver the files before they have fully saved. It fails, and then will not try to process the files again unless you close and re-open the program.

    We've also seen Electronic Delivery Utility fail to deliver larger files,…

    1 vote
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    0 comments  ·  Electronic Delivery  ·  Flag idea as inappropriate…  ·  Admin →
  10. Printing a individual invoice

    I would like the ability to print an invoice right away for the libraries that email their request and ask that we attach an invoice to the request. Most of the time these are specialty or international libraries that rarely or don't use OCLC or Docline. This would also be good for individual users ( former Lomsone Doc Users) who are not part of our university or our medical association.

    1 vote
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    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Information to the coversheet

    It would be nice to have the patron's name, transaction number, part of the citation, and fee added to the cover sheet. This would useful for the people who are not part of the university to keep track of the fees.
    I usually add the fee in the note section, but creating a separate field and allowing the user to have a PDF of the request with the fee on it would also be helpful.

    1 vote
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    0 comments  ·  Electronic Delivery  ·  Flag idea as inappropriate…  ·  Admin →
  12. New web pages - add link to associated notifications when viewing request detail.

    I love the new webpages though we haven't made them public yet. One thing I'd like to see is the ability for the patron to see notifications that were sent that were associated with that request when viewing the request details. An example would be an email with the link we sent to an open-access resource via email.

    2 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  13. Account History Details

    It would be nice to see a User History tab on their User window. For example, what link did they come from to create an account, what time stamp they entered Users to Clear, transfer history, etc.

    1 vote
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    0 comments  ·  User management  ·  Flag idea as inappropriate…  ·  Admin →
  14. ILLiad requests keep on changing back to Unfilled in Borrowing

    It would be nice to have the Reprints Desk automation add-on to be able to pull from unfilled and fill the requests without staff intervention. The issue is if the add-on is looking in the unfilled queue and the OCLC request is still active it makes a never ending loop.

    1 vote
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  15. Add optional Reply-To header in email templates

    In cases where SMTP authentication requires a single sending "From" address, it would be nice to allow a variable Reply-To address in email notification templates so that replies to particular notifications could arrive in distinct mailboxes.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. Option to disable borrowing overdue notices on closed days

    It would be helpful if libraries could choose to suppress sending borrowing overdue notices to patrons on days when the library and/or ILL office is closed. We do not check for ILL returns on Saturdays or Sundays, and on Monday morning we backdate everything returned over the weekend to Friday. However, patrons are regularly annoyed/alarmed to receive an overdue notice on Saturday or Sunday when they've already returned the item. We do indicate that this is nothing to worry about in our email template, but not everyone reads the entire email, unfortunately.

    11 votes
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  17. Extend database field length for ISSN

    Extend the max field length for the ISSN/ISBN field beyond 20 Characters. Users sometimes copy/paste an ISBN with a prefix (e.g. ISBN: 1234567891234). If they do that with a 13-digit ISBN, the last digits are cut off.

    12 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  18. Improvement to Borrowing Turnaround Times Report

    Currently, the report is generated with Articles, Loans, Overall, and Overall w/ Manually Processed tabs. The Articles, Loans, and Overall tabs are generated with the data of transactions that are automatically processed. What we need is a way to generate this same report with all of the articles regardless of automatic or manual processing (same with loans). With this data being lumped into the Overall w/ Manually Processed tab it is unhelpful when trying to discover total articles or loan turnaround times (not both together).

    What is most desired is a way to decide if the report is generated with…

    9 votes
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  19. Enable credit card payments in ILLiad

    I noticed that Aeon can accommodate credit card payments. For our purposes it would be great if ILLiad do the same. We have a home grown tool that allows individuals and companies not affiliated with our institution or another academic institution to place requests for copies of articles or to borrow books. We facilitate these transactions via web forms and credit card payment through cybersource (a 3rd party secure payment system). Essentially, we would like to be able to manage these types of requests in ILLiad.

    8 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add additional Result Mapping options for Z39.50

    It would be nice if there were one or two more fields where data grabbed via Z39.50 could be imported into ILLiad. In particular, "Item Num" would be an ideal place to hold a barcode, rather than having to concatenate it to a different value (as described here: https://support.atlas-sys.com/hc/en-us/community/posts/360006750353-Finding-Importing-the-Barcode-Field).

    3 votes
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    0 comments  ·  Z39.50  ·  Flag idea as inappropriate…  ·  Admin →
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