Sara Juel
Articles
-
OpenURL
ILLiad is capable of linking with any database system that supports OpenURL. This allows the ILL patrons to request items found in various library databases directly through ILLiad, without having...
-
Displaying Text Notification Preferences on the Web Pages
If you want your users to be able to set and add notification preferences for receiving text messages, you will need to make some changes to the ILLiad default web pages. Add New Web Pages If yo...
-
Display Status Examples
Display Statuses allow you to display alternate wording on the ILLiad web pages for ILLiad transaction statuses/queues to alleviate confusion for your patrons. This is easily done with a mapping t...
-
Batch Processing Flags
You can assign or remove flags from multiple transactions. From the ILLiad main screen, double-click to open a queue. If more than one request is in that queue, a grid will appear. From the grid,...
-
Creating Custom Flags
You can add custom flags in the ILLiad Customization Manager under System | Custom Flags | CustomFlags. In the ILLiad Customization Manager, navigate to the Custom Flags table. To add a new flag, ...
-
Enabling Billing in Borrowing
Before enabling billing in borrowing, please contact support at support@atlas-sys.com. Enabling billing requires Customization Manager changes, changes to all user records, and significant web chan...
-
Tracking Payment of Lending Institution-Generated Invoices
From the Search ribbon on the Main Page, search for the item to which you wish to attach the invoice payment information. Select the record, by double-clicking on it, to bring up the Request Form....
-
Adding Billing Charges in Borrowing
If you have billing turned on for Borrowing, you will see the Add Billing Charges form when the item is checked in. The Add Billing Charges form will not display for any customers that you may hav...
-
Recording Incoming Payments
Invoices created using the ILLiad Client invoice generation process in Lending are not compatible with this process. Payments for these invoices will need to be applied in the client as well. Id...
-
Deleting Generated Invoice Batches
You may from time to time make a mistake with invoice generation and need to "undo" this process. An example of this might include entering the wrong date range and accidentally hitting the Generat...