ILLiad
A knowledge repository on everything ILLiad.
ALA Requests
Authentication
- Authentication Overview
- Using an Authentication Portal Landing Page
- ILLiad Exclusive: Authentication Process
- ILLiad Exclusive: Overriding Authentication
- ILLiad Exclusive: Adding a List of Users to the UserValidation table
- ILLiad Exclusive: Populating a UserValidation Table
Borrowing Processing
- Searching & Sending Requests: Choosing a Request to Process
- Searching & Sending Requests: Searching Local Holdings
- Searching & Sending Requests: Searching OCLC
- Searching & Sending Requests: Viewing Holdings Information
- Searching & Sending Requests: Selecting Lenders
- Searching & Sending Requests: Creating and Editing the Work Form
Billing
- Adding Additional Fees to Invoices in the Billing Manager
- Adding Billing Charges in Borrowing
- Adding Billing Charges in Document Delivery
- Adding Billing Charges in Lending
- Adding User Billing Accounts
- Billing Manager Reports
Cancellations
Client
- Logging Into the ILLiad Client
- Quick User Switching
- The System Ribbon
- Tips and Shortcuts for ILLiad
- ILLiad Client Dashboard
- The Main Ribbon
Cloning
Conditionals
Connection Manager
Copyright
- Adding and Enabling the Copyright.txt File
- Attaching Copyright Payment Information
- Cancelling Copyright Orders
- Checking the Status of Submitted CCC Orders
- Copyright Clearance Center Lookup
- ILLiad and CCC Get It Now
Customization Manager
- Accessing the Customization Manager
- Customization Manager Favorites List
- Customization Manager in Shared Server Systems
- Customization Manager Ribbons
- Customization Manager Setup Wizards
- Customization Manager Show Change History Button
Customizing the Client Layout
- Accessing the Customization Form
- Adding Reports to the Reports Group
- Customizing the Barometer Report
- Customizing the Client Layout
- Displaying Custom Queues on the ILLiad Home Page
- Opening Tabs as Separate Forms
Database
- Atlas SQL Alias Manager
- Breaking the User Link in the ILLiad Database
- Creating a New ILLiad DBC File
- ILLiad Database Tables
- Migrating an ILLiad Database
- Scheduling Regular Backups of your ILLiad Database
Document Delivery
- Adding Document Delivery Requests Manually
- Circulating Requests: Awaiting Doc Del Customer Contact
- Circulating Requests: Contacting Doc Del Customers
- Circulating Requests: Skipping the Doc Del In Transit to Pickup Location Status
- Processing Requests: Moving Requests to Doc Del Stacks Searching
- Processing Requests: Printing Doc Del Pull Slips
Display Statuses
Docline
- Docline Configuration: ILLiad Versions 9.0.3 & 8.7.3 Only
- FieldTranslation.xml File Changes: ILLiad Versions 9.0.3 & 8.7.3 Only
- Importing Lending Requests: ILLiad Versions 9.0.3 & 8.7.3 Only
- Updating Docline Lending Requests: ILLiad Versions 9.0.3 & 8.7.3 Only
- Borrowing Docline Requests: ILLiad Versions 9.0.3 & 8.7.3 Only
- Docline Reasons for No: ILLiad Versions 9.0.3 & 8.7.3 Only
Electronic Delivery
- Article Exchange and the ILLiad Web Platform
- Clearing the Electronic Delivery Utility Backup Folder
- Configuring Ariel Electronic Delivery
- Configuring Article Exchange Integration
- Configuring the Electronic Delivery Utility
- Delivering Articles Electronically
- Email Routing
- Adding Email Routing Rules
- Creating Email Routing Templates
- Creating and Editing Email Templates
- Using Email Template Tags
- Default ILLiad Email Templates
Flagging
General
Installing and Updating
- ILLiad Downloads
- Performing a Registry Change for ILLiad Client or Server to Enable TLS 1.2
- Obtaining the ILLiad Server Installation File
- ILLiad Server Automatic Updater
- Server Configuration and Permissions
- Running the ILLiad Server Installation Program
ISO ILL
- Downloading and Importing ISO ILL Requests
- Installing ISO ILL
- ISO Reasons for No
- Lending - Forwarding Requests via ISO ILL
- Lending - Receiving ISO Requests
- Processing with ISO
Lender and Borrower Address Records in the Client
- Adding and Modifying Address Records
- Blocking Institutions
- ILLiad Groups Maintenance
- Lender Addresses Entry Lookup
- Merging Address Records
- Printing Address Records
Lending Processing
- Adding Lending Import Queues
- Adding Lending Requests Manually
- Auto-Canceling Lending Requests
- Changing Request Type
- Customizing Lending Searching
- Circulating Requests: Checking In Lending Return Items
Local Routing
- Fields Transferred with Local Requests
- Local Conditionals
- Local Delivery Trusted Sender
- Local Routing
- Local Routing for Borrowing
- Local Routing for Lending
Messages & Alerts
OCLC
- Accessing OCLC from Various Client Locations
- Accessing Sent OCLC Records
- Configuring Constant Data
- Creating and Editing Constant Data Records
- Customizing the Patron Request Service
- Field Order in OCLC Requests
OpenURL
Overdues
- Blocking on Overdues
- Configuring Overdue Notices
- Lending Overdue Notices
- Manually Processing Borrowing Overdues
- Manually Sending Borrowing Overdues
- Manually Sending Lending Overdues
Patrons
- Adding New Users Manually
- Adding Notes to User Records
- Blocking Users
- Changing a Patron's Cleared Status
- Changing User Passwords
- Clearing Customer Authentication
Pre-Release - v9.1 - August 2019
Printing
- Adding New Merge Fields
- Batch Printing
- Configuring Print Settings
- Creating New Print Templates
- Editing Print Templates
- Hidden Field Codes
Rapid
- Initial Configuration: Enabling the Rapid Manager
- Initial Configuration: Using Rapid Manager with Odyssey
- Initial Configuration: Creating Custom Queues and Routing Rules for RAPID Requests
- Processing: Rapid Lending Requests
- Processing: Rapid Borrowing Requests
- Processing: Rapid Borrowing Requests Held Locally
Recalls
Release Notes
Renewals
Reports & Statistics
- Accessing ILLiad Web Reports
- Administrative Web Reports
- Borrowing Web Reports
- Document Delivery Web Reports
- Lending Web Reports
- Reports and Statistics
Routing
Searching
- Connecting ILLiad and Alma using Z39.50
- Connecting ILLiad and Koha Databases Using Z39.50
- Connecting ILLiad and Polaris Databases Using Z39.50
- Custom Search Conditions and Filters
- Default Searching
- OPACs and Z39.50
Shared Server
Staff Manager
Text Notifications
- Configuring the Twilio Addon
- Displaying Text Notification Preferences on the Web Pages
- Reviewing Pending and Failed Text Notifications
- Setting Text Notification Preferences
- Text Notification Templates
- Text Notifications
Troubleshooting
- ILLiad Billing Manager Log
- ILLiad Client Log Configuration
- ILLiad DLL Log
- ILLiad Event Log
- ISO Manager Log
- Odyssey Manager Log
Unfilled Requests
User Guides
- Borrowing Ariel Workflow
- Borrowing Article Exchange Email Workflow
- Borrowing Loan Workflow
- Borrowing Odyssey Workflow
- Borrowing PDF Workflow
- Lending Article Processing Decision Points
WebCirc
Web DLL Tags
See all 18 articlesWeb Interface
- Creating Web Alerts
- Custom DropDown
- ILLiad CSS Pages
- ILLiad Default Web Pages
- ILLiad Mobile Web Pages
- ILLiad Web Main Menu
Web Page Customizations
- Adding and Removing Menu Options
- Changing Button Text
- Changing Note Types that Display on Web Pages
- Creating Custom Request Forms
- Creating Custom ViewDetailedInformation Forms
- Editing Billing Account Information