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Version: ILLiad 10.0 (Pre-release) 🚧

Web Client Overview & Home Page

The ILLiad Web Client provides a modern, browser-based interface for staff to manage interlibrary loan requests and workflows.

Accessing the Web Client​

The Web Client is accessed at:

https://<illiad-server.edu>/illiadstaff
Important

The illiadstaff portion of the URL must be lowercase.

Replace <illiad-server.edu> with your institution's ILLiad server address.

Home Page Components​

The Web Client home page provides quick access to all major features through an intuitive interface consisting of several key components.

The navigation menu provides links to most pages in the Web Client.

Desktop View:

  • Appears on the left-hand side of the screen in large browser windows
  • Provides persistent access to all major sections

Mobile View:

  • Collapses to a three-line hamburger menu icon at the top of the screen
  • Optimized for small browser windows and mobile devices

Toolbar​

The toolbar appears at the top of every page. On the left it displays a breadcrumb trail indicating your current location in the Web Client; on the right it provides the search box and menus described below.

Home Icon​

The first item in the breadcrumb trail is a Home icon. Selecting it returns you to the Dashboard from anywhere in the Web Client. The remaining breadcrumb segments reflect the page you are currently viewing.

Opens the search interface for finding requests, users, and lender addresses. See the ILLiad Search: Complete User Guide for more details.

Action Menu​

Represented by a three-dot icon, the Action Menu appears only when the current page provides contextual actions. It lists the actions available for the page you are viewing.

Staff Menu​

The Staff Menu is labeled with your staff initials and provides access to settings and administrative functions. Items appear in the following order:

Accessibility Settings

  • Opens a dialog with settings for controlling loading animations and popup notifications
  • Helps customize the interface for individual user needs

Theme Settings

  • Opens a dialog to switch between light and dark display modes
  • Allows users to choose their preferred visual theme

Staff Administration

  • Only appears for users with StaffManager access
  • Opens the Admin page for system configuration

Change Profile

  • Only appears for users with StaffManager access
  • Opens the Switch Profile dialog, used to switch between staff profiles
  • See Admin page documentation for details on profiles

Printer Setup

  • Opens a dialog for configuring print settings
  • Similar to the desktop client, allows Sort and Filter clauses to be applied to print templates
  • Note: Refer to the dialog text for format specifications

Print Sessions

  • Opens a dialog listing recent print sessions
  • Allows users to re-print previous print jobs

Logoff

  • Logs the current user out of the Web Client

Dashboard​

The Dashboard is the central workspace of the Web Client, displaying request queues organized by process type.

Queue List​

The queue list displays the number of requests in each queue:

  • Tabs: Separate tabs for each process type (Borrowing, Lending, and Document Delivery)
  • Groups: Queues are organized into collapsible groups
  • Synchronization: Uses the same queue groups as the desktop client
  • Updates: Saved changes made to groups in either the desktop or web client are synchronized

Queue Management​

Opening Queues:

  • Double-click a queue (or select it and press Enter) to open it and view the list of requests

Organizing Queues:

  • Drag and drop queues into different groups
  • Select a queue and press Shift+Up or Shift+Down to move it within its group
  • Right-click a queue (or select it and press Ctrl+F10) to access additional options:
    • Move to Category: Move the queue to an existing group, or create a new group
    • Hide Queue: Hide the queue from the list
    • Reset to Default Layout: Restore the default queue and group arrangement
  • Right-clicking a group provides only the Reset to Default Layout option

Saving Changes:

  • After rearranging, hiding, or regrouping queues, a Save button appears. Your changes are not applied—or synchronized with the desktop client—until you select Save.
tip

Queue organization is shared between the desktop and web clients. Any saved changes you make to queue groups will appear in both interfaces.

Barometer​

The Barometer provides a quick overview of system activity:

  • Displays the number of active requests in each process type
  • Uses the same BarometerExclusions setting as the desktop client
  • Provides at-a-glance workload visibility

System Alerts​

The System Alerts section displays important system notifications:

  • Shows the same alerts as the desktop client
  • Provides real-time information about system status and issues
  • Helps staff stay informed about system-wide events

For Desktop Users:

  • Use the persistent left-hand navigation menu for quick access to different sections
  • Keep frequently accessed queues in easily accessible groups

For Mobile Users:

  • Access the hamburger menu for navigation options
  • The responsive design adapts the interface for optimal mobile viewing
  • All core functionality remains accessible on mobile devices

For All Users:

  • Use the Home icon to quickly return to the Dashboard
  • Customize your theme and accessibility settings for a comfortable working environment
  • Take advantage of the search box for quickly locating specific requests