ILLiad Ideas

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  1. Ability to hide the AccountNo field in the Transaction Request Forms

    We'd like to be able to hide the AccountNo field in the Transaction request forms on the web. Right now, if we want Borrowing billing active with each patron being assigned a Default Account, the transactions created do not have an account selected unless we include this code:
    <select id="AccountNo" name="AccountNo" size="1" class="f-name"><#OPTION name="ValidAccounts">

    But we don't want the patrons to see that account at all. They don't need to know they even have an AccountNo. Right now there is no way to pass it through as a hidden value though.

    1 vote

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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  2. 3 votes

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  3. PMID Addon

    It would be great to have an Addon similar to the existing DOI Addon. If a user on the webform enters a PMID, ILLiad searches and fills in/adjust the rest of the request data.

    9 votes

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    0 comments  ·  Addons  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add an export option (Excel or other format in which data can be easily manipulated preferable) to the forms History > All Requests and Hist

    Many of our patrons need to download their request history to help with their bibliography, at least every six months (due to our data delinking schedule).

    In the old pages, this was possible with a simple copy and paste into a spreadsheet program.

    In the new 9.1 web pages, there is no easy way to export or print the full list of requests. (Copying and pasting will jumble the format; also, for article requests, key parts of the citation will be missing).

    Can you please add a data export option? Thanks! This is very important because we do delink routinely,…

    18 votes

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    2 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  5. Recalled-overdue OCLC status should move to Awaiting Recall Processing

    When a borrowing TN has the OCLC status "Received-Overdue" and is subsequently recalled by the lender, the TN doesn't move. It should change to the Awaiting Recalled Processing queue so that staff knows it was recalled.

    2 votes

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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow auto renewals for ILLiad requests by status and date settings

    A customer asked for this during the #ILLiad24 event at roundtable. Have an options for settings per time period like semester table in Ares to specify dates until which items can be renewed automatically. After that date items could be renew denied or manually processed. It would be nice to set this by status so that faculty could request renewals across semesters but students would need to return items by end of semester etc. Decision Support Pipeline and Business Rules can probably already make this work when the new renewal features are released.

    2 votes

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  7. Multi-language support for ILLiad Patron Web Interface

    Please provide multi-language support for ILLiad web pages or a Spanish language web interface option.

    2 votes

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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  8. Save Customized Grids

    It would be incredibly helpful to be able to save grid layouts as .xml files in ILLiad to apply to other users or to other queues for the same user. It appears this is already supported in Aeon: https://support.atlas-sys.com/hc/en-us/articles/360011821354-Saving-and-Loading-Grid-Layouts
    (I saw this suggested on the Ares Ideas area; this would be great for Ares as well.)

    2 votes

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  9. 1 vote

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  10. Have ISBN Search populate the fields on the webrequest form

    The old GIST webpages for ILLiad had a function that allowed a patron to enter an ISBN into a search box on the webrequest form, search for the item, and have it populate the title, author, etc.

    1 vote

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  11. Combine Lending billing for multiple NVTGs

    U Pitt has a remote storage location that shares an OCLC symbol but has its own NVTGC to allow for unique workflow requirements. We need the ability to process invoices for both sites at once, rather than duplicating the process, since the purpose of the remote storage facility is to support requests sent to the primary site, rather than function as its own entity.

    1 vote

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    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  12. Permissions for Electronic Delivery Utility

    University of Pittsburgh would like more control over access to the Electronic Delivery Utility, particularly in reference to billing features. Please consider tiered permissions that limit individual staff use and limit the ability to skip or adjust automatic billing totals.

    2 votes

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  13. Allow staff to customize which transaction statuses are displayed under each heading in the patron interface

    I would like more customizable display options for transaction statuses in the patron interface. For example, once a patron clicks the "Renew" button, the request disappears from their checked out items list until the renewal is processed and routed back to checked out to customer. I would like items in the Renewed by patron status to also appear under the checked out heading.

    We use a lot of custom queues and would like to be able to manage where requests display in the patron interface.

    2 votes

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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add SLChangeUserInfoSucceeded for ILLiad patron information webpages

    This option exists for Ares but is not available in ILLiad 9.1
    The currently available webpages allow users to update address information and other personal account details, but there is no mechanism for letting a user know that their update has been successfully submitted-- i.e. the page reloads, displaying the information a user has just entered into the available fields, so from the user perspective there has not been any apparent change.

    8 votes

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    1 comment  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  15. 11 votes

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    1 comment  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  16. Batch Add notes to requests

    It would be helpful to be able to select multiple requests then click a button on the ribbon saying "Add Note," which would then open a field to add a note to all highlighted requests. Having to open each request to add the same note repeatedly is unwieldy.

    1 vote

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  17. Additional options in the Lending Overdues ribbon

    It would be very helpful to have the Lending Overdues ribbon have the options that various queues have: Export, Add Flag, etc.

    1 vote

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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  18. Do not move MailToAddress transactions to Awaiting Customer Contact when patron is blocked or item is Library Use Only

    At present, if a patron is set to HoldForPickup, checked in Loan requests go to In Transit to Pickup Location and can be moved to Awaiting Customer Contact manually or via routing rule while if a patron is set to MailToAddress checked in Loan requests go directly to Awaiting Customer Contact.

    This is fine for the majority of materials, but not ideal for items that are restricted to In Library Use Only (which we will not mail to patrons regardless of their preference) or for items for Blocked patrons (who need to return materials before we'll send items again).

    We've…

    1 vote

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  19. Develop pathway for ILLiad stub accounts to complete registration when RemoteAuth (particularly EZproxy) is in use.

    Desired behavior: Patrons authenticated via RemoteAuth (EZproxy) who begin but do not complete registration can subsequently return to registration with their data populated from the latest info in the UserValidation table.

    We use RemoteAuth for patrons to authenticate via EZproxy, and change implemented in order to preserve user PINs during the ILLiad 9.0 upgrade. We also do a daily upload to the UserValidation table that includes just those patrons who are eligible for ILL service. This table populates the NewAuthRegistration form so they can successfully submit registration and access ILLiad.

    When users authenticate via RemoteAuth before they have been added…

    1 vote

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  20. Email Notification to a user/lender/borrower that is NOT tied to a specific request, but from the user record, or lender address record.

    It would be great to be able to send an e-mail notification (from a template) to an individual user, lender, or borrower from the user record, or address record for a library. One instance I would use this for would be to provide individualized tracking information that may apply to a large number of requests at one time. Or to alert a patron of an entire list of things they have out--or to let a group of patrons know that we are temporarily suspending a particular aspect of service. Although many of these things could be handled through a regular…

    8 votes

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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