Add a setting to the user records that would apply their selection of Accept Non-English field as the default on all requests from that user

via Site Visit with WVU

Lender Addresses linked to Invoices that are Active (even those marked Paid) cannot merge with another address. The only option currently is to manually change or delete invoices first. Please consider allowing Paid invoices to not be considered "Active

If ILLiad could include the language code from a record (when available), it would help us know who to refer to when we needed assistance and to get better statistics on what languages we are supporting.

Similarly, pulling in subject headings would be really useful for referring to our liaison librarians and for consideration with acquisitions funds; right now we have to base these off of the department of the requester, but we're missing cross-departmental opportunities this way.

Let users of the client set their local time zone, so that it can be reflected in the History of requests

We would like all of our borrowing requests to indicate CCL.

ILLiad automatically assigns CCG/CCL based on publication date, creating an error when a library also has a copyright entry in their OCLC Constant Data. This error has been discussed here: https://support.atlas-sys.com/hc/en-us/community/posts/360012493354-Easy-Fix-Copyright-fields-are-duplicated-in-ILLiad-when-using-a-constant-data-record-containing-copyright-data-resulting-in-an-error-message-

Libraries should be able to customize how CCL/CCG is applied to their requests, regardless of whether the request is filled through RapidILL, OCLC, or other means.

ALMA doesn't have holdings for each volume when there are multiple volumes, so in z39.50 only the most recent volume is pulled up in the search. Is there a way for ILLiad to handle this better? If not within z39.50, then via an addon maybe? (This is from ticket 8080)

When a workaround is used on the webpages to display something outside of the usual ILLiad workflow, it breaks the tag and doesn't allow OpenURL to route the user back to their request. Ideally, the formstate would persist through the workaround, and the user would be routed back to their request instead of dropped onto the main menu.

Make sure the Connection Manager does a full check of the Pending status during each cycle run and not just after midnight or after a service restart. This is from ticket 10049.

Ability to select and print multiple requests from a queue without having to navigate through the merge template process. While it is possible to use the Print Selected Requests option from the Process ribbon, the process requires manually opening a template and completing a merge process.

Ideally, the process would work like other batch printing processes where users are prompted to view/edit a word merge template.

Instructor wants to just put in a DOI for an article request and feels that since that is a unique identifier for an article that it should be all he needs to enter. Make this work unmediated, either via an enhancement or via an addon, that would be really great! Ticket 5983

Ability to update user account real time by pulling more metadata from organization directory during each user login.

Currently, you can only see the patron's name, address, status, delivery methods on the patron tab in Borrowing. You have to use the "View User" button to access the patron's ID number. This would help eliminate a step when you need the ID number for accessing library accounts and fines in an ILS.

Add a Back button on docline ribbon. It is unclear that users can hit the backspace button - especially since this kind of functionality lends itself more to "browsing" so people might want to go back to a previous screen.

We have some statuses that are effectively terminal (eg "Supplied via consortial system"). However, these will remain in patrons' Active Requests in the web interface forever, unless they are moved to Request Finished or Cancelled by ILL Staff. It would be great to be able to add to what statuses are considered no-longer-active.

Add the ability to apply a coversheet on the lending side which would allow lenders to include copyright information as required by the CONTU guidelines.

Sometimes, when interacting with different pieces, the system will add hundreds of copies of the same note (usually one every ten minutes) before a staff person catches that it got stuck. Then, these many duplicate system notes make it hard to see actual relevant notes. Currently notes can only be deleted one at a time which is not at all feasible in these cases. It would be great to be able to select multiple notes on a request and delete them at the same time.

Our researchers often use Reference Citation services such as RefWorks, EndNote or Zotero to create bibliographies. We would like for them to have the ability to upload a batch/list of items from a service like this or from an excel spreadsheet.

Add functionality to reduce the amount of information a patron has to enter upon registration if the institution already has that info via some other authentication system or other service/database while still getting it into the patron record. Also update patron records if the data in the primary source changes.

Streamline copyright management by allowing payment of CCC fees via OCLC IFM.