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504 results found

  1. Update Lender Billing Fields and Description on Transaction Form

    Adjust the availability of lender address fields in the transaction form.

    Remove Billing Notes from the Transaction view in the Client. Dev believes this is an artifact from before lending billing was split into 2 parts and we have been unable to populate it with data.

    Add LibBillingMethod as an option for addition to the layout. It's available in the LenderAddress record view, but not the transaction form view.

    Rename the "Billing Groups" label in the Transaction form's Library tab. These are just groups and should not be described as specifically related to billing.

    1 vote

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    0 comments  ·  Staff client  ·  Admin →
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  2. Support for Controlled Digital Lending Software and Workflows

    Ability to identify requests that will use the lend-like print method using an owned-to-loan ratio, manage due dates, etc. Details on CDL can be found here: https://controlleddigitallending.org/.

    25 votes

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  3. ReShare Addon create a more robust breadcrumb trail

    When the ILLiad ReShare addon creates a request in ReShare, there isn't much in the way of tracking after the request is submitted. We suggest adding notes to the ILLiad TN anytime the addon takes action on the request so there is a static history of what actions the addon has taken. That way if the request enters a different fulfillment method, such as OCLC, then there is preservation of the past ReShare request number and any other actions that the addon has taken. Otherwise, this information is lost (the ReShare Request ID is overwritten in the ILL number field).

    3 votes

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    0 comments  ·  Addons  ·  Admin →
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  4. Prevent borrowing renewal requests when the lending library will not accept them

    As a lender, FSU does not accept renewals and this is indicated in our notes, in the Client when we mark a request as Shipped and in the Policies Directory. In WSILL, the Renew option disappears when a borrower has exhausted renewal requests. There is no equivalent in ILLiad and borrowers can continue to send renewal requests regardless of settings and indicated preferences. Borrowers should not be able to request renewals when lenders have indicated they will not be accepted. (via KAK)

    4 votes

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    0 comments  ·  OCLC  ·  Admin →
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  5. Allow users to specify pickup locations on a per-request basis

    ILLiad should support the selection of a pickup location on a per-request basis.

    2 votes

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  6. SAML multiple attributes (allow for multiple and to list those which are allowed)

    We have come to understand that ILLiad's SAML module does not support SAML2 attributes sent by the Identity Provider with multiple values. These would take the basic form in the SAML assertion XML like:

    <saml:Attribute Name="multiAttributeName">
    <saml:AttributeValue>Value 1/saml:AttributeValue
    <saml:AttributeValue>Value 2/saml:AttributeValue
    <saml:AttributeValue>Value 3/saml:AttributeValue
    /saml:Attribute

    It is described on pg 31 of the spec https://www.oasis-open.org/committees/download.php/56776/sstc-saml-core-errata-2.0-wd-07.pdf#page=31

    As this is a common method of delivering data structures inside of SAML attributes especially when specifying items like user affiliations or group memberships, we request that support be added in the future to read and operate on multi-value/list attributes within the RemoteAuthValidation table.

    2 votes

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  7. Fulfillment Data should be included in Custom Search results

    Custom searching for transactions doesn't return information from the FulfillmentData table. We need to be able to calculate money spent through DSP addons like Reprints and Get It Now and there isn't any other way to gather that information out of ILLiad, other than using an ODBC link and an external program.

    2 votes

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  8. Add User Expiration Date as an option for Customized Layout in 1-borrowing form, and 2-Check In From Lending Library batch screen.

    We'd like to be able to see the User Expiration Date in the client on the borrowing request form and the borrowing batch process "Check In From Lending Library." This would help us when assigning due dates and renewals (in case we need to truncate what the lending library offered), and may also determine where we send initial requests as well. At the moment, User Expiration Date is not in the list of fields to choose from when customizing layouts.

    1 vote

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    0 comments  ·  Staff client  ·  Admin →
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  9. Integrate API keys for Docline

    NLM rate limits Docline searches to 3 per second without an API key. It is rare, but under the right circumstances, the client can exceed this, in which case using the API would be beneficial.

    1 vote

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  10. Highlight active requests that you've worked on but need to follow up on

    An option to highlight requests in a queue so if you've opened it, you know you've already worked on it or need to follow up on it later. Ability to assign different colors based on your labeling preferences.

    25 votes

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  11. Replace Lending Web Shipped Items Due Date field in new pages

    The Lending Web pages don't contain due date information in the tables, despite the documentation saying it should be a default table field and it historically being displayed in the pages.

    1 vote

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  12. Fix the "Illiad Authentication" Checkbox so it Does not Automatically Enable itself when Saving a New User Record

    Leaving the ILLiad Authentication checkbox unchecked/unchanged when creating a new user will default the user to ILLiad Authentication type.
    Leaving the "ILLiad Authentication" checkbox unchecked/unchanged while creating a user in the Client still defaults to ILLiad Authentication when the user is created, even though the option is not checked when saving. This bug has been around for awhile with no fix in sight. Can this please be addressed in a future Illiad release? No one can remember to go back and uncheck that box constantly.

    This is currently logged as Bug# 12841

    15 votes

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  13. Allow RapidR borrowing renewals to be sent in batch by the Send OCLC Renewal Requests button

    Currently, the Send OCLC Renewal Requests button will send out renewals for all requests in the status of "Renewed by Customer to MM/DD/YYYY", but it only works on requests with a SystemID of OCLC. Now that RapidR allows renewals within ILLiad, it would be helpful to be able to batch send requests to Rapid using the same button, so that renewals can be sent out regardless of the System ID.

    The query that populates the ESPUpdate table is currently:
    "SELECT t.TransactionNumber, t.ILLNumber, t.SystemID FROM Transactions t JOIN Users u ON (t.Username = u.Username) " +
    "WHERE ((t.TransactionStatus LIKE N'Renewed by…

    15 votes

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    2 comments  ·  RAPID  ·  Admin →
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  14. Make label position selectable for print processes

    We would like label templates to not generate placeholder text when there is no data and we would like to indicate on which label printing should begin.

    1 vote

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    0 comments  ·  Printing  ·  Admin →
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  15. Exporting Customization Manager Tables

    Would like the ability to export tables from the customization manager into an excel xls, xlsx, or csv file so that changes can be made.

    And then ideally allow the changed file to be uploaded into the customization manager to change the table too.

    Tables like the Routing table would really be easier to manage and edit like this.

    7 votes

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  16. Ability to COPY and PASTE in User notes field

    This will allow us to copy and paste notes when we are merging accounts or when we need to copy and paste notes to multiple accounts (within families, etc.)

    2 votes

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  17. I would liek ot be able to truncate text in field for printing. Sometimes the title is long and pushes my book strap on to a second page.

    I want to truncate the length of the title in some of my print templates so labels print consistently. I would also like to be able to change the color of the font based on the data in a merge field to call attention to a users NVTGC for example.

    3 votes

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    0 comments  ·  Printing  ·  Admin →
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  18. Better tracking of OA/DSP/non-standard article delivery in Borrowing Web Reports

    Turnaround time Borrowing Web Reports don't have the ability to capture requests filled through OA Addon/DSP. It's important for not just these to be able to be captured and included in statistics, but also for us to separate these and be able to identify these as opposed to other material that's uploaded and delivered. (written by KAK)

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  19. Create a read-only/distributable form of dbc files or the SQL Alias Manager

    With SQL Alias Manager 1.3.2 staff with local admin privileges on their desktop or VM’s are no longer able to successfully Set Default (Local Machine) without also requiring Full Control privileges on the folder where the DBC’s reside.

    In a shared environment this is an issue because we wouldn't want everyone to have full read/write access to a shared folder where someone could potentially change a dbc file for every staff member. This wasn't an issue with SAM v1.2.2.

    4 votes

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  20. 9.1 replacement for Expires table tag to display pdf expiration date

    The old web pages displayed an 'Expires' date on the table of electronically delivered articles. This let users know how long they had before they would have before the PDF disappeared.
    There is no way to include this in the new 9.1 web pages since table tags are no longer supported. It would be great to have something to replace this, using DaysBeforeElectronicDeliveryCleanup and the transaction's tracking entries to determine when it was first Delivered to Web to calculate the expiration date.

    20 votes

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    1 comment  ·  Admin →
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