ILLiad Ideas

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  1. Allow staff to customize how ILLiad assigns copyright compliance (CCL/CCG)

    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.

    2 votes
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    0 comments  ·  Copyright  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow us to adjust the number of times a journal is requested before it appears on our copyright list.

    If CONTU is not law, and our institution decides that 10 requests is the definition of replacing a subscription, we should be able to change a setting in ILLiad so that we can easily follow our own guideline, rather than ignoring the list and reconciling all titles at the end of the year.

    3 votes
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    1 comment  ·  Copyright  ·  Flag idea as inappropriate…  ·  Admin →
  3. Reprints Desk - allow for more streamlined use within the ILLiad client and handle payment via IFM

    Add integrated Reprints Desk functionality and allow for handling payment to Reprints Desk via IFM. This was asked for by VIVA ILL Forum attendees at 2018 meeting.

    28 votes
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    2 comments  ·  Copyright  ·  Flag idea as inappropriate…  ·  Admin →
  4. AddESPUpdate - Returned for Borrowing requests

    If possible, it would be really nice to have the option to use AddESPUpdate - Returned for Borrowing requests. I currently have an addon that mass-adds tracking numbers that we also use for Borrowing returns, and it would be awesome to be able to automatically update those requests as Returned if they haven't been already.

    2 votes
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    0 comments  ·  Addons  ·  Flag idea as inappropriate…  ·  Admin →
  5. Patron information from Docline requests in Billing Manager invoices

    We are having the issue of a Docline library needing patron names in the invoices we send them. That information is no longer available in billing manager invoices. I understand the privacy issue. I need to know definitively if this cannot be added back or not. Thanks!

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add a 'Route to Borrowing' button to the Search Results ribbon for DD requests.

    Searches for Borrowing requests include two routing buttons in the upper ribbon, one for routing the request within borrowing, and a second to route the Borrowing request to DD.

    It would be nice to see the reverse on the DD side: a button for routing within DD and a button to route to Borrowing. Currently you can only route DD requests to Borrowing one at a time by opening each individual request to access the routing to Borrowing button.

    1 vote
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  7. Populate new user registration with data from ILS after authentication

    Allows users to login with their Symphony barcode and pin and then pull their existing data from Symphony into the new user registration form for Illiad account to help users complete the form.

    1 vote
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    0 comments  ·  Product Integration  ·  Flag idea as inappropriate…  ·  Admin →
  8. 2 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  9. Include Display Status in any call to the API that returns a Transaction Status

    Currently, Display Statuses are not returned with Transaction Status information when using the API.

    Our library is using the API to integrate ILLiad into the patron account interface; it would be very helpful to be able to use the Display Status table to mask the queue names.

    2 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  10. Connection Manager

    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.

    3 votes
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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  11. Proxy User Functionality

    We have teaching assistants/administrative assistants/research assistants who are asked to request materials on behalf of an other ILLiad user. It would be helpful if a proxy account could be created for these assistants to create the request, but for the primary user to be responsible for the item (loan) and notified of delivery (article).

    6 votes
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    2 comments  ·  User management  ·  Flag idea as inappropriate…  ·  Admin →
  12. Skip Library Button

    It would be nice if there was an option to skip an institution in your lender string if it's been 3/4 days (for example) and the library has still not even opened the request. At present, if your patron is in a hurry, you have to cancel the entire ILL request and send out a new one to omit the library that is seemingly unresponsive.

    2 votes
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    0 comments  ·  OCLC  ·  Flag idea as inappropriate…  ·  Admin →
  13. Checked out items

    When you were in a patrons record you used to be able to check a box and see everything that was checked out to them and now it is no longer available it would be great if that feature came back.

    2 votes
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  14. 10 votes
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    0 comments  ·  Product Integration  ·  Flag idea as inappropriate…  ·  Admin →
  15. Include the Renewal button for each request on the ILLiad Main Menu by default

    Renewing is more streamlined if you can see the Renewal button for each request on ILLiad Main Menu. Please include in the next batch of default web pages to be released, or as an easy alternative.

    Currently possible with additional web work.

    3 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to upload request from Reference Citation service

    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.

    6 votes
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    1 comment  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  17. 22 votes
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    1 comment  ·  Product Integration  ·  Flag idea as inappropriate…  ·  Admin →
  18. Split out the lenderaddresses address fields into street addresses, city, state, zip

    Separate the lenderaddress 1-4 fields into street1, street2, city, state, country, zip etc for easier reporting, searching, mapping, etc.

    11 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Have the Patron ID number viewable on the request page.

    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.

    5 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  20. Disable trusted sender at the TN or patron level in borrowing

    I'd like the ability to disable trusted sender (thereby having to download and send an article to the patron manually) for specific transactions or specific patrons, not just specific lenders. Disabling trusted sender at the TN level would help for cases where the patron has specifically requested a color/high resolution/accessible copy. I prefer to review these files before having them reach the patron so they don't feel like their request was ignored if the message was missed by the lender.

    I think being able to disable trusted sender at the patron level would help smooth relationships with patrons who are…

    2 votes
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    0 comments  ·  Electronic Delivery  ·  Flag idea as inappropriate…  ·  Admin →
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