Sara Juel
Articles
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Overdues Email Templates
All overdue email templates are stored in the database. These templates are accessible via the ILLiad Customization Manager by clicking on the Notification Templates tab. There are eight default o...
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Lending Reasons for Cancellation
The Reasons for Cancellation that display in the ILLiad client can be changed in the ILLiad Customization Manager. In the Customization Manager go to Lending | Cancellations | ReasonsForCancellati...
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Odyssey Article Sending
ILLiad includes the ability to electronically send and receive articles to and from other ILLiad servers as well as the Odyssey stand-alone client. Odyssey supports sending and receiving both PDF ...
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Creating Email Routing Templates
In order for you to send emails other than the default ILLiad emails, you can use Email Routing. You will need to create an email template and an Email Routing rule. Create the Template To creat...
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Changing Note Types that Display on Web Pages
By default, the ILLiad web pages will display notes from a request form. You can use the WebTNNotesFilter customization key to filter out certain note types from displaying. WebTNNotesFilter Key...
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OCLC Reasons For No
To help identify requests cancelled as a result of closures during COVID-19, OCLC has repurposed reason 24 Preferred Delivery Time Not Possible to be used specifically during the COVID-19 outbreak....
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Initial Configuration: Creating Custom Queues and Routing Rules for RAPID Requests
You will need to create RAPID custom queues. Create these queues in the CustomQueues table in the Customization Manager at System | CustomQueues | CustomQueues table. Items can be routed to the qu...
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Business Rules Workflow and Examples
The business rules allow you to set the match string, the target route options, and/or any of the additional built-in options (e.g., cheapest or fastest). The match string is used to evaluate the b...
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Updating Docline Lending Requests
Updating Docline requests should be performed when no one else is processing any lending records. After a request has been receipted, you have the option to fill or reject a request. -- Urgent Pati...
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Editing Drop Down Values
Example of HTML for a Drop Down Value field: <label for="State"> <span class="<#Validation name="ERRORState">"><b><span class="req">*</span>State</b></span> <#OPTION name="Custom" GroupName="Stat...