ILLiad
A knowledge repository on everything ILLiad.
ALA Requests
Authentication
- RemoteAuth: Transitioning to the SAML Module from EZproxy
- Who Should Use the ILLiad SAML Module?
- RemoteAuthValidation Table: Frequently Asked Questions
- RemoteAuth: Configuring the Integrated SAML Module
- Lender password Change Only Changes the Password for NVTGC Logged into Client
- ILLiad Product Specific Considerations for Self-hosted Remote Authentication Implementation
Borrowing Processing
- Tracking Unclaimed Interlibrary Loan Items
- Home Delivery Options
- 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
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
- Converting Addons to Use the Chromium Browser
- Logging Into the ILLiad Client
- Quick User Switching
- The System Ribbon
- Tips and Shortcuts for ILLiad
- ILLiad Client Dashboard
Cloning
Conditionals
Connection Manager
Copyright
- Adding and Enabling the Copyright.txt File
- Attaching Copyright Payment Information
- Cancelling Copyright Orders
- CCC Error Troubleshooting
- Changing Default CCL/CCG Input to OCLC Workform
- Checking the Status of Submitted CCC Orders
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 Queue Categories on the ILLiad Home Page
- Opening Tabs as Separate Forms
Database
- Atlas Hosted Database Migration FAQ
- 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
Decision Support Pipeline (DSP)
Document Delivery
- Fulfilling Borrowing Requests via 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
Display Statuses
Docline
- Docline Log-In Methods
- Switching to a Non-Google Authentication Provider
- Docline Automatic Update
- New Docline Web Address FAQ - Action Required Prior to January 1st, 2020
- Docline Configuration
- FieldTranslation.xml File Changes
Electronic Delivery
- Article Exchange and the ILLiad Web Platform
- Configuring Article Exchange Integration
- Delivering Articles Electronically
- Electronic Article Manipulation and Delivery
- Electronic Document Editing Options
- Entity Too Large error when sending PDF via Article Exchange
Electronic Delivery - Odyssey
- Odyssey
- Odyssey Access Control
- Odyssey Article Sending
- Odyssey Coversheets
- Odyssey Keys
- Odyssey Troubleshooting
Electronic Delivery Utility
- Impact of End of Support for Microsoft/Office 365 Basic Authentication on ILLiad
- How to prevent Atlas-Hosted emails from getting blocked by a campus email server
- Email Routing
- Adding Email Routing Rules
- Creating Email Routing Templates
- Creating and Editing Email Templates
Flagging
General
- ILLiad Roadmap Details and Timeline
- About ILLiad
- Atlas AMA (Ask Me Anything) Q&A Responses
- Checklist for Going Live
- ILLiad Glossary
- ILLiad System Manager
Installing and Updating
- ILLiad Downloads
- Updating Checklist for ILLiad 9.2
- Updating ILLiad to Version 9.2
- Hardware and Software Requirements for Version 9.2
- Updating ILLiad to Version 9.1
- Hardware and Software Requirements for Version 9.1
ISO ILL
- 9.1 ISO Service Upgrade
- 9.2 ISO Service Upgrade
- Downloading and Importing ISO ILL Requests
- Installing ISO ILL
- Installing ISO ILL for ILLiad v9.1
- ISO Reasons for No
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
- Changing Loan to Article or Article to Loan
- Changing the Document Request Type
- Adding Lending Import Queues
- Adding Lending Requests Manually
- Auto-Canceling Lending Requests
- Changing Request Type
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
- Adding Patron Info to the OCLC WorkForm
- Automation with Direct Request and the Automated Request Manager
- Creating and Editing Constant Data Records
- Customizing the Patron Request Service
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
- Barcodes are printing as only numbers
- Batch Printing
- Configuring Print Settings
- Creating New Print Templates
- Customizing Available Merge Fields
Rapid
- RapidILL WebService Migration
- Rapid IP/DNS Change
- 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
Recalls
Release Notes
- ILLiad 9.2 Release Notes
- ILLiad 9.2 FAQ
- ILLiad Release Schedule
- Implementing 9.2 Web Page Release Changes
- ILLiad 9.1 Release Notes
- ILLiad 9.1 FAQ
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 Searching
- 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
- Addons Using the Chromium Browser
- Enabling Client Debug Logging
- ILLiad Billing Manager Log
- ILLiad DLL Log
- ILLiad Event Log
- ISO Manager Log
Unfilled Requests
User Guides
WebCirc
Web DLL Tags
See all 18 articlesWebinar Questions & Answers
Web Interface
- Implementing the ILLiad v9.1 Web Pages Guide (v9.1)
- Changes to Web Status Lines in the 9.1 Web Pages
- New Fully Accessible and Responsive Web Pages (v9.1)
- Best Practices for Implementing New ILLiad Web Pages from Testweb to Production (v9.1)
- Default Web Pages and Form Numbers (v9.1)
- CSS Pages (v9.1)
Web Page Customizations
- Configuring Google Analytics on the ILLiad Web Pages
- Adding a Field to Confirm Patron's Shipping Address when Using Mail to Home Service
- Atlas Systems' Web Tune-up Services for ILLiad
- Editing Atlas-Hosted Web Pages in GitHub
- Changing Note Types that Display on Web Pages
- Using Third-Party Database Fields