ILLiad Ideas

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  1. 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…

    25 votes

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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    12 votes

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    1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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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    0 comments  ·  Staff client  ·  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)

    3 votes

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    1 comment  ·  Electronic Delivery  ·  Flag idea as inappropriate…  ·  Admin →
  9. Import ILL into Alma without Checking In

    Sometimes when I check in an item from a lending library, I receive an NCIP error that causes a loan to not be automatically imported into Alma. After I fix whatever caused the error, I currently have to check the item in again. This messes up the tracking and can cause an OCLC error. It would be nice if there was an option to only import the request without updating the status in ILLiad and OCLC.

    1 vote

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  10. ability to update OCLC request to complete

    Attempting to Check In from Lending Library will cause a Connection Manager error if an item is returned to the lender but the borrowing library has not performed the OCLC Received or Returned update.While the Connection Manager error can be cleared, the system flag will remain unless the borrowing library updates the request.

    It would be helpful to have a way to override these flags, particularly if the item is considerably overdue.

    7 votes

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  11. Integrated OpenAthens Support

    Build in support for OpenAthens without the use of Shibboleth or EZProxy.

    42 votes

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    14 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  12. Update the Primo New UI addon

    The Primo New UI addon can cause the ILLiad client to crash. The addon appears to be running endless in the background, building up processes that eventually cause a memory error forcing the ILLiad client to crash.

    One way to cut down on these crashes is to turn the auto-search function off for the addon, and to reboot the client once or twice a day.

    Note: because this is a custom addon not developed by Atlas Systems, we don't officially support it. We are looking into ways for making this more clear in the documentation, but if there is enough…

    1 vote

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    0 comments  ·  Addons  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow the CreationDate field to be added to loan and article pull slip templates

    It isn't currently possible to add the CreationDate field to the loan and article pull slip templates because that field is not included in the xlsx datasource columns. Can this be fixed? Having the CreationDate field on pullslips would make it easier to know which printed requests are close to expiring and need immediate attention.

    17 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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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  15. 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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  16. 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 →
  17. 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).

    4 votes

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    1 comment  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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  19. Book Chapters - Should use Article holdings path instead of Loan holdings path

    Book chapter requests use the incorrect custom holdings path; they pull from OCLCILLLoanHoldingsPath instead of OCLCILLArticleHoldingsPath, but the latter is the correct path.

    3 votes

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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