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  1. 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.

    8 votes

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    1 comment  ·  Staff client  ·  Admin →
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  2. Send Renewals Requests Automatically without Assigning New Due Date

    Enable the Send All Renewal option when AutomaticRenewals key is set to No.

    4 votes

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    1 comment  ·  Admin →
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  3. 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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  4. 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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  5. Printing Multiple Requests from a Queue--Simplify Process

    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.

    6 votes

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  6. 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.

    3 votes

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    0 comments  ·  OCLC  ·  Admin →
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  7. 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  ·  Admin →
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  8. 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  ·  Admin →
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  9. 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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  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.

    4 votes

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    0 comments  ·  OCLC  ·  Admin →
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  11. Ability to have separate Lending constant data for different formats

    Ability to create separate Lending constant data for different formats. Life for example, only lend a/v for less time than a regular book and renewal versus non renewal. Then when update, click on a drop down menu for the constant data and scan in all items that apply, then process that queue. Then can do other formats the same way.

    5 votes

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    1 comment  ·  Staff client  ·  Admin →
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  12. Make "terminal" statuses customizable

    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.

    12 votes

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  13. Allow for payment to CCC via OCLC IFM

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

    6 votes

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  14. 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.

    7 votes

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  15. 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  ·  Admin →
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  16. Add a back button to DOCLINE ribbon

    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.

    2 votes

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  17. Lender Addresses with Invoices that are Active

    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

    1 vote

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  18. 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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  19. 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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  20. Enhance the MARC record display in WorldCat searching

    It would be great to add features from OCLC Connexion's MARC display to the display of MARC records in ILLiad. We'd like to see the value in 040 subfield b (language of cataloging) displayed in a column in search results to quickly narrow down the potential correct record for an item. It would also be really helpful to right-click on a MARC tag to go to the OCLC site for a definition of that field. Modeling the MARC display after the great features in Connexion would really help with efficient searching.

    4 votes

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