Sara Juel
Articles
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Opening Tabs as Separate Forms
The OCLC, Pubmed/Docline and Z39.50 tabs on the Request form can be opened as separate forms, allowing you to view information on both forms at the same time and easily update the Request Fo...
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Working with Grids
Grouping and Sorting by Queue Another handy function is the ability to group grids by columns other than the default column. You can also sort the information in the column in ascending or descend...
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Selecting Multiple Records in a Grid
You can quickly select multiple records in a grid by using the standard Window controls, Ctrl+click, Shift+click and Ctrl+A. To select two or more records in the same region (in successive orde...
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Displaying Custom Queue Categories on the ILLiad Home Page
If you would like to distinguish your custom queues from the default ILLiad queues or sort the default queues into custom categories, you can create a new category to display those queues in the R...
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Lender Addresses Entry Lookup
If there is a Lender symbol and address number specified in the transaction record, you can access the Lender Selection record for that symbol by clicking the ellipses (the three dots, called the ...
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ILLiad Groups Maintenance
Using the Groups Maintenance feature, ILLiad allows you to group lenders together for statistical purposes. You may set up as many or as few groups as your institution needs. Groups are not mutual...
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Adding and Modifying Address Records
You can add a new address for a symbol by going to the Lending ribbon on the Main Page and clicking the Address icon. This will create an additional record for that symbol using the new address. Th...
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Searching for Addresses
Use the Search Ribbon on the Main page to search for lending institutions. See Searching with the Request Search for instructions on using the Search feature. Use the Search Addresses ribbon on t...
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Setting up Microsoft SQL Server Database Backups
The most crucial component of the ILLiad system is the Microsoft SQL Server database. Most other ILLiad components can be replaced, but the Microsoft SQL Server database contains all of the reques...
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Merging Address Records
To eliminate an address for a symbol and move any associated transactions to one of the symbol's other addresses, use the Merge Lenders button on the Addresses ribbon in the Lending Stacks Searchi...