ILLiad Ideas
515 results found
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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.
10 votes -
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.
2 votes -
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 -
Warn or prevent staff from marking requests found after they have aged out to next lender in OCLC
OCLC Lending requests remain in processing queues even when they have aged out and moved to the next lender (or are returned to the borrowing library unfilled, if the library is the last/only in the lending string). Staff are unable to filter by or see the OCLC status in grid views, so individual requests must be opened to see if a request is no longer in a CONSIDERING status and has aged (or even been deleted by or cancelled by the borrower). Requests may age out for various reasons while sites are continuing to retrieve/process requested items and it is…
51 votes -
Tag other ILLiad users in a staff note
We can use flags and notes to ask other ILLiad staff users questions about a request, but it would be even simpler if we could include @PersonName in a staff note and notify them that they'd been tagged for review/response.
6 votes -
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 -
Option for selecting queues from a drop-down when creating routing rules
To piggyback off of the case-insensitivity with queue names ideas: https://uservoice.atlas-sys.com/forums/581665-illiad-ideas/suggestions/42375580-case-insensitivity-for-queue-name-and-custom-field. Another option to avoid having errors if a queue name is typed in a routing rule without proper case sensitivity would be to have a way to select queues such as a drop-down menu when creating custom routing rules.
4 votes -
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 -
Notify Patrons We Are Still Trying to Fill a Request
In a recent OCLC customer service webinar it was suggested that we notify patrons regularly as to the status of outstanding borrowing requests. This would not be possible for us to do manually due to our work load. If we could use ILLiad to send out a notice for borrowing requests to let patrons know we are still trying to fill their requests, that would be great.
16 votes -
1 vote
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12 votes
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Case-insensitivity for queue name and custom field names
When creating routing rules or addons that route to queues, allow for case-insensitivity. For example, normal behavior would prevent the renewal button from showing in the default 9.1 web pages if a routing rule includes "Checked Out To Customer" instead of "Checked Out to Customer" since this isn't the correct name case sensitivity in ILLiad. Allowing for case insensitivity could open the door to allowing for custom field names.
3 votes -
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 -
Add price to Symbol/days to lend grid instead of hovering for that information.
Having to hover over a symbol to see the cost while in borrowing trying to build a custom string takes extra time. It would be great if the cost could be displayed right next to the days to fill.
11 votes -
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 -
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 -
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 -
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 -
Import ILL into Alma without Checking In
Sometimes when I check in an item from a lending library, I receive an NCIP error that causes a loan to not be automatically imported into Alma. After I fix whatever caused the error, I currently have to check the item in again. This messes up the tracking and can cause an OCLC error. It would be nice if there was an option to only import the request without updating the status in ILLiad and OCLC.
2 votes -
satisfaction survey per transaction
We would like the patron to be able to answer a satisfaction survey when they receive their document or response. it would be valuable to identify transactions that were challenging (from the patron's perspective) and have front-line staff followup with them. a 1-5 star rating would be sufficient along with a comment box.
3 votes
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