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Version: ILLiad 10.0 (Pre-release) 🚧

ILLiad Staff Web Client

The ILLiad Staff Web Client provides a modern, browser-based interface for staff to manage interlibrary loan requests and workflows. This documentation covers the key features and functionality of the web client.

Getting Started​

  • Overview & Home Page - Interface overview, navigation, toolbar, and dashboard features
    • Accessing the Web Client
    • Navigation menu and toolbar
    • Dashboard and queue management
    • Barometer and system alerts

Authentication & Security​

  • Authentication - Login options and multi-factor authentication
    • ILLiad authentication
    • SSO via SAML2
    • Multi-factor authentication (MFA) setup
    • Configuration and troubleshooting

Core Features​

  • Circulation - Managing physical material transactions
    • Check out and check in
    • Renewals
    • Mark received and returned
    • Transaction management

Processing Pages​

Pages for processing and updating transaction statuses:

  • Check In from Lending Library - Process borrowing transactions when materials are received

    • Search for transactions by TN, ILL Number, or citation
    • View request details
    • Check in and route received items

  • Update Stacks Search Results (Document Delivery) - Update document delivery transactions after stacks searching

    • Search for transactions in stacks searching status
    • Mark items as found or not found
    • Update location information

  • Update Stacks Search Results (Lending) - Update lending transactions after stacks searching

    • Search for lending requests in stacks searching status
    • Update search results and respond to borrowing institutions
    • Process found and not found items

Printing Pages​

Pages for printing and batch processing transactions:

  • Print Receives - Print and process received borrowing items

    • Print patron notification slips
    • Generate routing slips
    • Route transactions to next status

  • Print Returns - Print and process items ready for return to lenders

    • Print shipping labels and packing slips
    • Process returns in batches
    • Update transaction history

  • Print Pull Slips - Print pull slips for document delivery transactions

    • Generate pull slips with call number and location
    • Route to stacks searching status
    • Batch printing for efficient processing

  • Print Stacks Search Items - Print pull slips for lending transactions

    • Generate lending pull slips
    • Route to stacks searching status
    • Process loan and copy requests

  • Print Secondary Items - Print supporting documents for lending transactions

    • Print shipping labels and copyright forms
    • Generate tracking and billing documents
    • Final processing before shipping

Search Functionality​

  • ILLiad Search: Complete User Guide - Comprehensive guide to search functionality

    • Real-time vs. Optimized search modes
    • Searchable fields reference
    • Advanced search techniques
    • Best practices and tips

  • Search Configuration for Administrators - Administrator guide for search management

    • ILLiad Indexing Service overview
    • Monitoring index health
    • Rebuilding indexes
    • Troubleshooting search issues

Additional Resources​

For information about specific workflows, queue management, and advanced features, please refer to the ILLiad desktop client documentation or contact Atlas Systems support.