ILLiad Ideas

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  1. 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 →
  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.

    1 vote
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    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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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  7. 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 →
  8. 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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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 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 →
  12. Symphony Circ Addon Complete Transaction Upon Check-In

    Add ability for the Symphony API add-on to complete an additional transaction upon check-in, (checking the item in within Symphony, which would push it into transit to the hold location).

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Reorder items in the Custom DropDown Table

    Please give libraries the ability to re-order the CustomDropdown Table in the Customization Manager - there are cases when an order other than alphabetical is what makes most sense to the user.

    2 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow Request Notes to be Edited

    I often need to delete notes I have just added to a request because I realize that there is a typo or I want to add to the note. It would be very helpful to be able to just edit the existing note rather than having to delete it and add a new note.

    6 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  15. Save some user demographic info with the request for reporting/statistics.

    Store demographics (ie, non personally identifying information, such as major or department) associated with a user request, to the request, not just the user.

    This would allow us to know better understand ‘how many requests were submitted by BIOLOGY majors’ in a given period of time vs. having those BIOLOGY requests migrate to a new major when USERS change major or vice versa.

    3 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  16. Remove trim function from ILLiad web password login

    When users log into ILLiad web form to make requests or manage their Illiad account, the ILLiad.dll is trimming spaces from the beginning and end of the password entered. Through LDAP we use our campus Active Directory credentials to let users log into ILLiad. Our campus now has active directory password requirements of including a space (to create a pass phrase). Some users are choosing to put the space at the beginning or end of their password, and because ILLiad is trimming spaces, they cannot log into ILLiad. I don't think ILLiad should be altering passwords entered by the patrons…

    7 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  17. "Revert to previous version" button

    I would love to be able to revert to a previous version of a request after saving (similar to how Google Suite does so). There have been a few times we have saved over the request information in ILLiad and had to log in to WorldShare in order to see what was originally requested.

    2 votes
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  18. Bulk data updates

    I'd like to see an addition to the database manager where we can run a search against the transactions, users or lending library tables and from those results, batch update fields in that table for those results. An example would be if we have a campus that changes names (which we've had a couple times) We could run a query on all users with that pickup site and batch update them to the new name. I see this as an addition to the database manager since that is able to be restricted to a VERY limited number of staff.

    1 vote
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  19. Make Lending article requests trigger the LendingRequestCheckOut system event hook.

    Given that the corresponding event hook for Doc Del is triggered for article requests, this may be a longstanding bug. As of 9.1.1 the LendingRequestCheckOut event hook isn't triggered for article requests when they are marked found. I've been working around it by using the Route event hook.

    1 vote
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    0 comments  ·  Addons  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add a way to reveal what you type in the password change box

    Add a way to reveal what you type in the password change box so staff can make sure they have typed in what they think they've typed in.

    2 votes
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    0 comments  ·  User management  ·  Flag idea as inappropriate…  ·  Admin →
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