ILLiad Ideas

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  1. See last opened request

    Could there be a way to see a list of the last 5 or so requests that a staff person opened? We sometimes forget to place notes or verify a piece of information before it gets routed to the next step. Titles or usernames are not always remembered correctly to find the request again. Even just the last request opened would be helpful.

    6 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  2. NCIP integration for lending and borrowing

    Integrate the ability to send NCIP messages for both borrowing and lending including support for renewals and recalls into the standard workflow rather than requiring an addon to do so. Settings could be part of the customization manager.

    19 votes
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    1 comment  ·  Product Integration  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow API to Add, Remove, and Update records in the UserValidation table

    Stanford U is locally hosted and has a custom job that imports users directly into the Users table. This job will update users based on any change event triggered in the Registrar's database. It creates many users that never end up using ILLiad. We would like a standard method of creating a process that pushes users into the UserValidation table and can update users, regardless of their being in the Validation table or in the Users table.

    7 votes
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    1 comment  ·  User management  ·  Flag idea as inappropriate…  ·  Admin →
  4. Search for Update Stacks Searching and Check-In from Lending Library

    Change the search option in the ribbons for Update Stacks Search and Check In from Lending Library to be on search field that searches both TN and ILL Number, similar to search option on the Check In from patron form.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    3 votes
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    0 comments  ·  Copyright  ·  Flag idea as inappropriate…  ·  Admin →
  6. Option to print articles and loans separately in Doc Del

    In Doc Del, have a dropdown choice of printing either articles or loans instead of all. We process these on different floors and it's really handy in Lending.

    3 votes
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  7. Enhance cancellation emails to borrowers to allow specific emails to be sent for specific cancellation reasons.

    From customer regarding patron notification email templates used for the cancellation of borrowing transactions. : It would be helpful if I had a template for each reason and if ILLiad would automatically select the right one for each specific reason.

    16 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add RequestType to default IFM ILLiad reports

    Purdue University needs to break down IFM charges by RequesType for internal reporting. Having this in the default reports would be very helpful. We'd like to see it for both Lending and Borrowing.

    2 votes
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    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Remove Patron Name Field in OCLC request

    When you submit a request through OCLC there is a field in Borrowing Information for the patron name. We have been deleting the patron name from this field for some time because we've found that it is sent to the lending library. If the library has a newer version of ILLiad, the patron name isn't sent, but if the lending library is on another system, it is. Removing this field would be an easy fix for patron privacy.

    6 votes
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    3 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  10. Cover sheet for Lending Requests

    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.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Enable auto-population of citation information thru the users' Lending login

    To better serve former Loansome Doc users (as well as others), it would be helpful to have the ability to auto-populate the citation information thru the lending login. This feature exists in the borrowing login. It's easier for our patrons and more accurate for our staff than having patrons fill in the information manually or email it to staff.

    2 votes
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    0 comments  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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…

    4 votes
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    0 comments  ·  Electronic Delivery  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    4 votes
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    1 comment  ·  Web Interface  ·  Flag idea as inappropriate…  ·  Admin →
  14. ILLiad stub accounts made when users fail to complete the registration process should be assigned to an NVTGC in use.

    When an ILLiad stub account gets made due to incomplete registration it should not be assigned to a site not in use like "ILL." Allow users to configure what site/NVTGC those stub accounts should be assigned to.

    6 votes
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    1 comment  ·  User management  ·  Flag idea as inappropriate…  ·  Admin →
  15. Create an alert to catch Connection Manager hangups.

    From ticket 887: It would be nice if you could develop some sort of alert to let you know that the server needs to be restarted. By the time I realize anything might be wrong things are already pretty bogged up.

    Maybe something that allows an alert to check Connection Manager with no downloads in 2 or 4 hours or similar. Configurable per site due to volume variation. This would be for when Connection Manager is running but gets hung up for whatever reason and requests do not download from OCLC as they should.

    8 votes
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    0 comments  ·  Staff client  ·  Flag idea as inappropriate…  ·  Admin →
  16. Support for New Docline "NLM Unique ID" Requests

    Since New Docline's initial release, NLM has continued to add and refine features. One feature that has changed recently is an improved ability to handle requests based on NLM Unique ID. This is in addition to requests for articles with a PMID and "manual" requests.

    Request by NLM Unique ID is great for requesting print books that NLM owns (since they are such a reliable lender) as well as for all journal articles that are not indexed in PubMed, but for which a journal-level bib record exists in NLM's LocatorPlus catalog.

    In fact, New Docline's "Borrow - Unique Journal ID"…

    3 votes
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    1 comment  ·  Product Integration  ·  Flag idea as inappropriate…  ·  Admin →
  17. Improve retrieval of Alma holdings when there are multiple volumes.

    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)

    9 votes
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    0 comments  ·  Z39.50  ·  Flag idea as inappropriate…  ·  Admin →
  18. Flags - have a popup notice when records with a flag move to a new status

    Flags - have a popup notice when records with a flag move to a new status

    13 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. At Borrowing: Check In From Lending Library, add ability to import New Lender Information from OCLC Policies Directory

    When receiving an item from a new lender, it would be a big time saver to be able to look up a Policies Directory entry by OCLC Symbol and import the address & contact information into a new ILLIad address, and then return to the request check-in without having to rescan.

    11 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to Delay Notifications Sent from Awaiting Customer Contact queue

    For items that are picked up at the same location where items are processed, the In Transit to Pickup location step adds an additional processing step. However, skipping this step means that patron notifications are sent immediately and often staff do not have time to finish physical processing before patrons arrive at the desk to pick up items.

    Having the ability to set a delay period (e.g. 60 min) between when the request is sent to Awaiting Customer Contact and when the notification is sent would allow staff time to finish physical processing before patrons get the notification.

    11 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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