ILLiad 10.0 Release Notes
Important Update Information
Released [TBD]
Highlights
Here are the main features/enhancements of ILLiad v10.0:
- ILLiad Web Client - Modern web-based interface with advanced Lucene.NET search
- Database Print Templates - Centralized template storage and management
- Enhanced Mail Merge - New mail merge system without Microsoft Word dependency
- MSI-Based Client Installers - Enterprise deployment support with WiX technology
- Docline API Integration - Seamless lending and borrowing workflows for medical libraries
- ISO 18626 Support - Peer-to-peer interlibrary loan messaging with partner libraries
There are over 100 bug fixes and enhancements in this release, many directly requested through Product Feedback.
Considerations Before You Update
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Review ILLiad v10.0 FAQ
For frequently asked questions and additional information regarding the 10.0 features and fixes, please see the ILLiad 10.0 FAQ when available. For all other questions, please contact support at support@atlas-sys.com.
Updating During Normal Working Hours
Please consider running updates and installations during standard support hours 8 am - 5 pm eastern time (business days: Monday - Friday) so that help is readily available if any issues are encountered.
Updating Procedures
Before you begin updating, please review the Hardware and Software Requirements for ILLiad 10.0. For specific instructions on updating, see Updating ILLiad to the Newest Version.
If updating from a previous version of ILLiad, the ILLiad Client must be opened using the Run as Administrator option after the server update is completed to ensure that the Client update process is successful.
Installation Procedures
If you are performing a fresh install of ILLiad 10.0 rather than updating from a previous version, please note that running the 10.0 Server Installer will no longer also download the 10.0 Client Installer. This installer will need to be downloaded from the ILLiad Downloads page and run separately.
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⚠️ Minimum System Requirements Updated
Important changes to system requirements:
- Client Workstation: Windows 11 required
- Server: Windows Server 2019 or later
- Database: SQL Server 2019 or later (previously SQL Server 2014)
- Framework: .NET 10 Runtime required
- Browser Component: WebView2 (Chromium removed)
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⚠️ Important: NLua Update for Server Addons
System Manager server addons may require updates due to NLua scripting engine upgrade
ILLiad v10 includes an update to the NLua scripting assembly (v1.6.3+ with KeraLua 1.3.1) that fixes critical issues with byte arrays being incorrectly converted to null values. While this update was applied to the ILLiad Client in version 9.2, it now affects System Manager server addons for the first time in v10.
Technical Details:
- NLua upgraded to version 1.6.3+ (from 1.3.2)
- KeraLua upgraded to version 1.3.1 (from 1.0.24)
- Fixes byte array to null conversion bug that affected data handling
- Integer conversion workarounds are no longer needed - Previous workarounds for integer handling can be safely removed
Action Required:
If your organization uses custom server addons or Lua scripts in System Manager:
- Test all server addons after upgrading to v10
- Contact addon developers for updated versions if issues occur
- Review any custom Lua scripts for byte array handling
- Remove any integer conversion workarounds that were implemented for the previous NLua version
Note: Client addons were already addressed in ILLiad 9.2. This v10 update specifically impacts server-side addons running in System Manager.
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Manual Configuration Required: UTF-8 Logging
UTF-8 logging is now the default for all components. Manual configuration changes are required on upgrade to ensure proper logging functionality.
ILLiad 10.0 Features & Fixes
Addons | Administrative | Database | Docline | Electronic Delivery | Installation | ISO 18626 | OCLC | Print Templates | Search | Security | Staff Client | System Manager | Web Client | Web Interface
Addons
| Action | Description |
|---|---|
| Changed | Removed Chromium support for addons; existing Chromium-based addons automatically migrate to WebView2 with appropriate logging. |
| Changed | Improved handling of addon file paths and error resolution. |
Administrative
| Action | Description |
|---|---|
| New | Added Azure Application Insights telemetry to Client, System Manager, WebCirc, and WebPlatform for better monitoring and diagnostics. |
| Changed | Enhanced support for multi-site installations with improved NVTGC filtering and management. |
| Changed | Better handling when deleting DSP addons that are referenced in business rules, preventing system errors. |
| Changed | Support for custom OCLC ArticleExchange API endpoints for specialized configurations. |
| Changed | DSP addons can now generate recommendations in the pre-copyright pipeline, with ability to route requests back to Awaiting Copyright Clearance. |
| Changed | Updated Atlas NuGet packages and nSoftware components for latest security enhancements across all applications. |
| Changed | Added "Awaiting ARM Manual Review" as a default processing queue for improved Article Reach Manager workflow management. This queue can be removed via Customization Manager if not needed. |
| Changed | Added "Multimedia" option to DocumentTypeOptions customization key for broader format support. This option is automatically added during upgrade. |
| Fixed | Passwords in database connection strings now support additional special characters and symbols. |
| Fixed | Fixed issue where overdue notices would fail when the database was temporarily unavailable. |
Database
| Action | Description |
|---|---|
| New | Added new tables: PrintTemplates, DoclineAuthentication, DoclineLendingFieldTranslations. |
| New | Added automatic SQL Server 2019+ version checks and database compatibility level validation (minimum 130) to support Entity Framework Core 8 requirements. The installer will stop if SQL Server version is insufficient. |
| Changed | Routing table Description field changed to nvarchar(MAX). |
| Changed | Most Routing columns no longer allow nulls. |
| Changed | DOI field increased from 50 to 100 characters to accommodate longer digital object identifiers. |
| Changed | ItemNumber field increased from 20 to 255 characters to support extended item identifiers from various library systems. |
| Changed | LenderString values are now automatically trimmed of leading/trailing whitespace when creating new LenderAddress records. Existing records are not modified. |
| Changed | Added validation to prevent ProcessDataContexts from inadvertently processing all requests when given a blank transaction status. |
| Changed | The upgrade process now validates and normalizes the User Request Limit field (UserRequestLimit) in the Users table. Non-numeric or empty values are automatically set to NULL to ensure consistent data handling by the Indexing Service. |
| Fixed | Fixed primary key structure and duplicate data handling during WebFormValues index normalization for improved database integrity. |
| Fixed | Resolved collation conflict errors in update advisor script by properly casting to Latin1_General_CI_AS. |
Docline
| Action | Description |
|---|---|
| New | ILLiad now integrates with the new Docline API, providing seamless lending and borrowing workflows for medical libraries. The embedded DOCLINE browser and downloaded scripts are gone: after a one-time OAuth sign-in per site, the System Manager automatically imports and receipts incoming lending requests, sends your fill and "reason for no" decisions back to DOCLINE, and pulls shipped/unfilled/cancelled updates for your borrowing requests on a regular cycle. Automatic lending import is opt-in per service level (Normal, Rush, Urgent Patient Care). For configuration instructions, see Docline API Configuration. |
| Fixed | Fixed an issue where volume information would not import from DOCLINE if the citation did not contain an issue number. This bug has been resolved through the implementation of the new DOCLINE API integration, which replaces the previous DOCLINE embedded browser scripts. Bug# 20282 |
| Fixed | Fixed an issue where rapidly clicking a button on the DOCLINE interface three or more times in rapid succession would cause the ILLiad Client to crash when using the WebView2 browser control. This bug has been resolved through the implementation of the new DOCLINE API integration, which replaces the previous DOCLINE embedded browser scripts. Bug# 23031 |
| Fixed | Fixed an issue where 'Pages' and 'Issue' values were not properly imported from the 'Citation' section of incoming DOCLINE lending requests if the values were not formatted in a specific way (page range with hyphen, issue as single numeric value). This bug has been resolved through the implementation of the new DOCLINE API integration, which replaces the previous DOCLINE embedded browser scripts. Bug# 27806 |
| Fixed | Fixed an issue where the ILLiad Client would display an incorrect count in the status bar for the number of requests imported from DOCLINE when importing multiple requests. This bug has been resolved through the implementation of the new DOCLINE API integration, which replaces the previous DOCLINE embedded browser scripts. Bug# 17278 |
| Fixed | Fixed an issue where transaction information would not import from DOCLINE when there were special characters in the citation field. This bug has been resolved through the implementation of the new DOCLINE API integration, which replaces the previous DOCLINE embedded browser scripts. Bug# 18506 |
| Fixed | Fixed an issue where address matching would fail for some DOCLINE requests because only part of the shipping address was matched and saved from the request text on the Lender Selection form when imported into ILLiad. This bug has been resolved through the implementation of the new DOCLINE API integration, which replaces the previous DOCLINE embedded browser scripts. Bug# 22013 |
| Fixed | Fixed an issue where Manual Requests from DOCLINE would not switch back to the Details tab in the ILLiad Client when placed and would not auto-populate fields with request information. This bug has been resolved through the implementation of the new DOCLINE API integration, which replaces the previous DOCLINE embedded browser scripts. Bug# 19179 |
| Fixed | Fixed an issue where library names containing an all-caps string inside parentheses (such as "(ABCD)") would be incorrectly imported into the lender string for ILLiad requests from DOCLINE. This bug has been resolved through the implementation of the new DOCLINE API integration, which replaces the previous DOCLINE embedded browser scripts. Bug# 19084 |
Electronic Delivery
| Action | Description |
|---|---|
| Changed | The Electronic Delivery Utility (EDU) has been rebuilt on .NET. It now connects to ILLiad through the Web API instead of a direct database connection, adds a guided first-run setup, supports sign-in by username/password or SSO, can watch multiple folders, and includes a built-in backup-folder cleanup tool. See Upgrading the EDU. |
| Changed | Odyssey Manager has been rebuilt as a .NET 10 Windows Service. PDF merge and TIFF-to-PDF conversion are now built in, replacing the external AtlasPDF tool. See Upgrading the Odyssey Manager. |
| New | Automatic Odyssey billing is now built into Odyssey Manager. Document Delivery transactions are billed on receipt and Lending transactions on send, using your existing billing customization keys. See Automatic Billing. |
| New | Received image-only documents can now be OCR'd automatically through OCLC Article Exchange. When the handoff is enabled for a receiving site, a document with no searchable text is sent to OCLC to be made searchable, then delivered. See OCR Functionality in ILLiad. |
| New | When a lending library sends a document over Odyssey, the document's language now travels with it, so the borrowing library can OCR it in the correct language automatically instead of guessing. |
| Fixed | Empty or zero-byte incoming documents are now caught before delivery. Instead of delivering a blank document, Odyssey Manager flags the transaction with an "Empty File" error so staff can investigate and resend. |
| Fixed | Odyssey cover sheets no longer strip PDF accessibility from delivered documents. When a cover sheet is merged onto a delivered PDF, the merged file now preserves the source document's tagged (structured) content, primary language, and title, so a remediated, accessible PDF stays accessible after delivery. |
| Changed | Odyssey Manager manages file handles, network connections, and temporary files more carefully, improving reliability during long-running operation. |
Installation
| Action | Description |
|---|---|
| New | ILLiad now uses modern MSI-based installers built with WiX technology, replacing the previous installer format. This enhancement enables IT departments to deploy ILLiad through automated software distribution systems like SCCM, Group Policy, or other enterprise deployment tools. The new installers include custom URI scheme registration for seamless integration with web applications. |
| Fixed | WebView2 dependency installer no longer attempts to run if already installed. |
| Fixed | Client installer now properly launches the Staff Manager after installation when the option is selected. |
| Fixed | Connection Manager now properly checks for shared server support before looking for views. |
| Changed | ILLiad Client updates are now matched to your server version — the Client only offers an update your server can support, so a Client can't get ahead of the server it talks to. See Client Auto-Update and Server Version Matching. |
ISO 18626
| Action | Description |
|---|---|
| New | ILLiad 10 adds support for the ISO 18626 peer-to-peer interlibrary loan messaging standard, giving you a direct system-to-system channel to partner libraries you aren't connected to through OCLC or RAPID. Staff work ISO 18626 borrowing and lending requests from a dedicated client workflow. It installs as a new ISO 18626 Manager component and stays off until an administrator sets ISO18626Enabled to Yes. See ISO 18626 Overview. |
| New | A Document Delivery URL transaction field was added (for ISO 18626 delivery) to store a link to a delivered document, which can be reused in email and print templates via <#Transaction.DocumentDeliveryURL> or set through the API. See Document Delivery URL Field. |
OCLC
| Action | Description |
|---|---|
| New | ILLiad now uses the latest OCLC Resource Sharing 2.4 WebService, providing enhanced integration capabilities and new lending cancellation reasons. This major update affects both .NET and Delphi components throughout the system. New Lending Cancellation Reasons:
Migration Notes:
|
| Changed | Modernized default Z39.50 profiles by removing outdated systems (DRA, GEAC, INNOPAC, RLG) and adding support for modern library systems including Alma, Folio, and WorldShare Management Services (WMS). Existing Z39.50 server configurations remain unchanged. Note: Special note for Folio users hosted by EBSCO: Must modify MARC to use 952 field. |
Print Templates
| Action | Description |
|---|---|
| New | Print templates can now be stored directly in the database, making them easier to manage and share across your organization. This major enhancement:
|
| New | A new mail merge system is now available that doesn't require Microsoft Word to be installed on client machines. This provides an alternative to the traditional Word-based mail merge for generating correspondence and notices. |
Search
| Action | Description |
|---|---|
| New | The Web Client includes powerful new search functionality powered by Lucene.NET that dramatically improves how you find transactions, users, and lender addresses. You can now use field-specific searches (like tn: for transaction number or lname: for last name) with real-time results and faceted filtering:
|
| Changed | Optimized search indexing and query processing for faster results. |
Security
| Action | Description |
|---|---|
| Changed | Improved query parameterization across various components. |
| Changed | Error details are no longer exposed to end users in web interfaces. |
| Changed | RemoveSystemEventHandler removed from scripting for security. |
| Changed | The Log4j logging library in the ILLiad ISO Service was updated from 2.17.1 to 2.26.0 to address security advisory CVE-2025-68161. The ISO Service was not exposed to this vulnerability in any shipped configuration; this update is preventative and is applied automatically through the ILLiad server updater (ISO Service version 10.0.1.0). |
| Fixed | Fixed access violation errors in Event Viewer for HTTP 401 errors. |
Staff Client
| Action | Description |
|---|---|
| Fixed | Fixed shipping label printing sort order. |
| Fixed | InvoiceNumber field is now properly searchable from the Request Search form. |
| Fixed | Syncfusion grid sorting has been fixed for all cases. |
| Fixed | Custom client layouts now display for all staff, not only those with the Can Customize Layouts? permission enabled. A saved or administrator-configured custom layout now always loads for the user; the Can Customize Layouts? permission controls only whether that user can further edit or customize a layout. |
| New | PDFs now display natively in the ILLiad client when scanning or processing electronic delivery, with a page-thumbnail sidebar, fit options, and print-all / print-selected. TIFF and other image files continue to use the existing image viewer. See Viewing PDFs in the ILLiad Client. |
| New | A multi-select Language field was added to borrowing requests to record the language(s) of the material. ILLiad fills it in automatically from an imported PubMed citation, and staff can edit it on the request. See Capturing Request Language. |
| Changed | ILLiad 10 recognizes returning lending requests — when a request routes back to your library a second time, it is re-routed to the "Awaiting Return Lending Request Processing" queue (with a note and a warning indicator) instead of being treated as a duplicate and missed. See Returning Lending Requests. |
System Manager
| Action | Description |
|---|---|
| Changed | UTF-8 logging is now default for all components. Manual configuration changes are required on upgrade to ensure proper logging functionality. |
| Changed | SQL version checks updated to SQL Server 2019 minimum in installers and update scripts. |
| Fixed | System Manager AddESPUpdateCommand logic error has been corrected. |
| Fixed | Fixed Byte arrays being converted to null due to NLua bug. |
| Fixed | Fixed character encoding issues in logging. |
| Fixed | Fixed "Error refreshing system alerts" log message formatting. |
| Changed | ILLiad DLL logs now roll instead of growing without bound (capped at 4 MB with up to 9 rolling backups), so leaving DLL logging on won't fill the disk. See ILLiad DLL Log Rolling. |
Web Client
| Action | Description |
|---|---|
| New | We're excited to introduce the new ILLiad Web Client, a modern web-based interface that provides staff with a streamlined way to manage interlibrary loan operations. This new browser-based client complements the desktop application by offering core functionality accessible from any workstation without requiring software installation. Key features include: Web-Based Circulation The Web Client provides circulation functionality directly through your browser, allowing staff to check items in and out without needing the desktop client. Permissions & Restrictions Management
Flexible Sign-In Staff sign in with an ILLiad username and password, authenticator-app (TOTP) multi-factor authentication, or SAML single sign-on. Themes The interface offers light and dark themes. |
Web Interface
| Action | Description |
|---|---|
| Changed | Ongoing accessibility improvements across the web interface to ensure compliance with WCAG guidelines. |
| Fixed | The notification information table on the notification detail pages (ViewNotificationsDetail.html and LendingViewNotificationsDetail.html) now uses proper row headers (<th scope="row">) for the first-column field labels, so assistive technology correctly associates each value with its label. This resolves a WCAG 2.1 Level A issue (Success Criterion 1.3.1, Info and Relationships). The first-column labels now appear bold by default. |
| Fixed | Creating new staff users no longer allows trailing spaces in usernames. |
| Fixed | Fixed issue where UserNotification entries weren't created when users moved across NVTGC pages during registration. |
| Fixed | RemoteAuthValidation fields are no longer case-sensitive. |
| Fixed | RemoteAuthValidation LogIfChanged field now has proper default value on form. |
| Fixed | Fixed duplicate notes issue when users edit requests. |
| Fixed | Items can now be renewed multiple times, with proper status tracking in "Awaiting Renewal OK/Denied Processing" for each subsequent renewal. |
| Fixed | Odyssey Manager now correctly processes usernames containing apostrophes. |
| Fixed | Electronic Delivery Cleanup now properly handles non-numeric filenames. |
| Fixed | Fixed trusted sender detection when OdysseyAutoElecDel is set to 'Always'. |
| Fixed | The renewal button is now properly disabled when due dates fall outside the renewal window. |
| Fixed | WebTNNotesFilter now correctly applies on Edit pages. |
| Fixed | Fixed web alerts display order. |
| Fixed | SAML module no longer restricts access to the lending web inappropriately. |
| Fixed | ILLiad DLL now properly loads username on SiteMap.html. |
| Fixed | Fixed missing closing > in WorkFormMapping table. |
| Fixed | Routing rules that error no longer cause CreateTransaction to fail. |
| Fixed | Fixed "Received Partial/Incorrect Item" status inconsistency. |
For questions or support, please contact Atlas Systems at support@atlas-sys.com or call 800-567-7401 x1 or 757-467-7872.