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Sara Juel

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Recent activity by Sara Juel
  • Searching with the Request Search

    Request searches can also be performed using the Request Search form. This search allows you to conduct a more detailed and filtered search than the default search. To open Request Searching, cli...

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  • Connecting ILLiad and Koha Databases Using Z39.50

    These instructions explain how to set up a Z39.50 connection with Koha through the ILLiad Customization Manager, allowing you to easily search your library's holdings within the ILLiad client inte...

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  • Setting Text Notification Preferences

    For an SMS notification to be generated it will require SMSText in the notification template, the user to have a mobile phone number added to their account, and for the notification preference to ...

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  • Configuring the Twilio Addon

    Before you are able to use text notifications with ILLiad, you will need to set up the Twilio Addon. This also requires a Twilio subscription. Setting up a Twilio Account YOU MUST HAVE A TWILIO...

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  • Text Notification Templates

    In order to send text messages to your patrons, you must have SMS templates set up for each notification (similar to email templates). These templates can be found in the ILLiad Customization Mana...

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  • Creating Display Statuses

    Display Statuses allow you to display alternate wording on the ILLiad default web pages for ILLiad transaction statuses/queues to alleviate confusion for your patrons. This is easily done with a m...

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  • Text Notifications

    In order for SMS/Text notifications to send successfully: You must have a server addon that can handle the delivery of SMS notifications. You can create your own server addon or use the Twilio A...

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  • Adding or Removing Request Flags

    You can use custom request flags to mark requests for specific internal purposes. For example, you could create a flag to assign to requests that need to be reviewed by a supervisor. These flags a...

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  • Reviewing Pending and Failed Text Notifications

    You can view pending and failed text notifications from the Outgoing Notifications screen. From the ILLiad main screen, double-click on Outgoing Notifications in the System group. To see Failed t...

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  • Viewing Sent Text Notifications

    You can view text notifications that have been sent for a specific transaction on the transaction form. Open the request that the text notification was sent from. Click the History tab. Click the ...

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