ILLiad
A knowledge repository on everything ILLiad.
ALA Requests
Authentication
- Adding a List of Users to the UserValidation table
- Authentication - ILLiad
- Basic ILLiad Authentication Process
- Customizing LDAP Settings
- Customizing PatronAPI Settings
- Customizing RemoteAuth Settings
Borrowing Processing
- Adding Borrowing Requests Manually
- Awaiting Customer Contact
- Checking Items In From the Lender
- Checking Items Out to Customers
- Choosing a Request to Process
- Contacting Customers
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
- Adding Notes to Request Forms
- Checking for Client Version Updates
- Electronic Delivery Form
- ILLiad Client Dashboard
- ILLiad Default Statuses & Queues
- Logging Into the ILLiad Client
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
- ILLiad Database Tables
- Migrating an ILLiad Database
- Scheduling Regular Backups of your ILLiad Database
- Setting up Microsoft SQL Server Database Backups
Document Delivery
- Adding Document Delivery Requests Manually
- Awaiting Doc Del Customer Contact
- Contacting Doc Del Customers
- Moving Requests to Doc Del Stacks Searching
- OPAC Searching in Doc Del
- Printing Doc Del Pull Slips
Display Statuses
Docline
- Cancelling Docline Requests
- Docline Configuration
- Docline Reasons for No
- Importing Docline Requests
- Importing Loansome Doc Requests from the Docline Web Page
- Processing Lending Docline Requests
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
- Adding Email Routing Rules
- Batch Emailing
- Configuring Email Importing
- Creating and Editing Email Templates
- Creating Email Routing Templates
- Creating Users from Email Importing
Flagging
General
- ILLiad 9.0 FAQ
- Checklist for Going Live
- ILLiad Glossary
- ILLiad Known Issues
- ILLiad System Manager
- Overview of the ILLiad System
Installation and Updating
- ILLiad Downloads
- Creating a SQL Alias Manager Profile
- Going Live with ILLiad
- Hardware and Software Requirements for Version 8.6
- Hardware and Software Requirements for Version 8.7
- Hardware and Software Requirements for Version 9.0
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
- Checking In Lending Return Items
- Customizing Lending Searching
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
Printing
- Adding New Merge Fields
- Batch Printing
- Configuring Print Settings
- Creating New Print Templates
- Editing Print Templates
- Hidden Field Codes
Rapid
- Book and Book Chapter Requests in RAPID Borrowing
- Creating Custom Queues for RAPID Processing
- Enabling the Rapid Manager
- Processing Rapid Borrowing Requests
- Processing Rapid Lending Requests
- Rapid Borrowing
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 Test Web
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