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Version: ILLiad 10.0 (Pre-release) 🚧

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

There are over 100 bug fixes and enhancements in this release, many directly requested through UserVoice.

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. 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 8.0 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:

  1. Test all server addons after upgrading to v10
  2. Contact addon developers for updated versions if issues occur
  3. Review any custom Lua scripts for byte array handling
  4. 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 | Installation | OCLC | Print Templates | Search | Security | Staff Client | System Manager | Web Client | Web Interface

Addons

ActionDescription
ChangedRemoved Chromium support for addons; existing Chromium-based addons automatically migrate to WebView2 with appropriate logging.
ChangedImproved handling of addon file paths and error resolution.

Administrative

ActionDescription
NewAdded Azure Application Insights telemetry to Client, System Manager, WebCirc, and WebPlatform for better monitoring and diagnostics.
ChangedEnhanced support for multi-site installations with improved NVTGC filtering and management.
ChangedBetter handling when deleting DSP addons that are referenced in business rules, preventing system errors.
ChangedSupport for custom OCLC ArticleExchange API endpoints for specialized configurations.
ChangedDSP addons can now generate recommendations in the pre-copyright pipeline, with ability to route requests back to Awaiting Copyright Clearance.
ChangedUpdated Atlas NuGet packages and nSoftware components for latest security enhancements across all applications.
ChangedAdded "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.
ChangedAdded "Multimedia" option to DocumentTypeOptions customization key for broader format support. This option is automatically added during upgrade.
FixedPasswords in database connection strings now support additional special characters and symbols.
FixedFixed issue where overdue notices would fail when the database was temporarily unavailable.

Database

ActionDescription
NewAdded new tables: PrintTemplates, DoclineAuthentication, DoclineLendingFieldTranslations.
NewAdded 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.
ChangedRouting table Description field changed to nvarchar(MAX).
ChangedMost Routing columns no longer allow nulls.
ChangedDOI field increased from 50 to 100 characters to accommodate longer digital object identifiers.
ChangedItemNumber field increased from 20 to 255 characters to support extended item identifiers from various library systems.
ChangedLenderString values are now automatically trimmed of leading/trailing whitespace when creating new LenderAddress records. Existing records are not modified.
ChangedAdded validation to prevent ProcessDataContexts from inadvertently processing all requests when given a blank transaction status.
FixedFixed primary key structure and duplicate data handling during WebFormValues index normalization for improved database integrity.
FixedResolved collation conflict errors in update advisor script by properly casting to Latin1_General_CI_AS.

Docline

ActionDescription
NewILLiad now integrates with the new Docline API, providing seamless lending and borrowing workflows for medical libraries. The integration includes authentication management and automatic status synchronization. For configuration instructions, see Docline API Configuration.

Installation

ActionDescription
NewILLiad 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.
FixedWebView2 dependency installer no longer attempts to run if already installed.
FixedClient installer now properly launches the Staff Manager after installation when the option is selected.
FixedConnection Manager now properly checks for shared server support before looking for views.

OCLC

ActionDescription
NewILLiad 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:
  • OCLC Code 17: Now maps to "Not Found as Cited" (previously "Other")
  • OCLC Code 30: Now maps to "Offsite" (previously "Other")
  • OCLC Code 31: Now maps to "Item Too New to Loan" (previously "Other")
  • System Checked Lacking Knowledgebase: New cancellation reason for automated checks

Migration Notes:
  • The LendingReasonsForCancellation table is automatically updated during upgrade
  • If your site has customized reasons that exactly match old defaults, they're automatically updated
  • Custom reasons that differ from defaults are preserved
ChangedModernized 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.

ActionDescription
NewPrint templates can now be stored directly in the database, making them easier to manage and share across your organization. This major enhancement:
  • Eliminates the need to maintain template files on individual workstations - Templates are centrally stored and accessed
  • Simplifies template distribution across multiple client installations
  • Provides centralized template management with version control
  • Converts legacy .doc templates to modern .docx format automatically during migration
  • Introduces PrinterType categorization for better organization of templates
  • Required for Web Client printing - The new Web Client exclusively uses database-stored templates
  • Supports templates up to 2MB in size to accommodate complex formatting and graphics
  • Controlled via UseDatabasePrintTemplates custkey for flexible deployment options
NewA 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.

ActionDescription
NewThe 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:
  • Windows Authentication support for secure access
  • Real-time index status monitoring and health checks
  • Optimized query performance with multi-site NVTGC support
  • Automatic fallback to SQL search if Lucene is unavailable
  • Admin dashboard for search service management
ChangedOptimized search indexing and query processing for faster results.

Security

ActionDescription
ChangedImproved query parameterization across various components.
ChangedError details are no longer exposed to end users in web interfaces.
ChangedRemoveSystemEventHandler removed from scripting for security.
FixedFixed access violation errors in Event Viewer for HTTP 401 errors.

Staff Client

ActionDescription
FixedFixed shipping label printing sort order.
FixedInvoiceNumber field is now properly searchable from the Request Search form.
FixedSyncfusion grid sorting has been fixed for all cases.

System Manager

ActionDescription
ChangedUTF-8 logging is now default for all components. Manual configuration changes are required on upgrade to ensure proper logging functionality.
ChangedSQL version checks updated to SQL Server 2019 minimum in installers and update scripts.
FixedSystem Manager AddESPUpdateCommand logic error has been corrected.
FixedFixed Byte arrays being converted to null due to NLua bug.
FixedFixed character encoding issues in logging.
FixedFixed "Error refreshing system alerts" log message formatting.

Web Client

ActionDescription
NewWe'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
  • Process Type Permissions: Staff profiles can now have read/write permissions for specific process types
  • WebClient permission initialization and proper display of restrictions
  • Import capabilities for process type permissions across profiles

Web Interface

ActionDescription
ChangedOngoing accessibility improvements across the web interface to ensure compliance with WCAG guidelines.
FixedCreating new staff users no longer allows trailing spaces in usernames.
FixedFixed issue where UserNotification entries weren't created when users moved across NVTGC pages during registration.
FixedRemoteAuthValidation fields are no longer case-sensitive.
FixedRemoteAuthValidation LogIfChanged field now has proper default value on form.
FixedFixed duplicate notes issue when users edit requests.
FixedItems can now be renewed multiple times, with proper status tracking in "Awaiting Renewal OK/Denied Processing" for each subsequent renewal.
FixedOdyssey Manager now correctly processes usernames containing apostrophes.
FixedElectronic Delivery Cleanup now properly handles non-numeric filenames.
FixedFixed trusted sender detection when OdysseyAutoElecDel is set to 'Always'.
FixedThe renewal button is now properly disabled when due dates fall outside the renewal window.
FixedWebTNNotesFilter now correctly applies on Edit pages.
FixedFixed web alerts display order.
FixedSAML module no longer restricts access to the lending web inappropriately.
FixedILLiad DLL now properly loads username on SiteMap.html.
FixedFixed missing closing > in WorkFormMapping table.
FixedRouting rules that error no longer cause CreateTransaction to fail.
FixedFixed "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.