Changes to ILL notes

The NHAIS ILL System will be offline briefly starting at 10 o'clock tonight (Thursday, March 5) for software updates, including a fix for an issue with the Due Date calendar. When a lending library entered a custom February due date, the month was changed to March. This has been corrected.

Also coming tonight are changes to enhance the visibility of notes added to requests. Say goodbye to the pushpin icon and watch for new icons that will track whether a note has been viewed. It is hoped the changes detailed below will increase the likelihood that notes about special due dates for book groups or "large print only, please" will be seen by the parties that need to see them.

There will be new indicators and a “Review” action to acknowledge notes and remove the indicators. The feature is triggered by specific note types, depending on whether the library is acting as borrower or lender. For borrowers, changes will affect Lender Notes, Patron Notes, Volumes Needed Notes, and Volume (article information for nonreturnable request). For lenders, changes will affect Borrower Notes, Volumes Needed Notes, and Volume. Borrowers are not alerted if a Borrower’s Note or Internal Staff Note is added. Lenders are not alerted if a Lender’s Note or Internal Staff Note is added.

An “Unreviewed Note” icon will display when there are new or edited notes: 

A “Reviewed Note” icon will display after the note(s) have been reviewed: 

This feature is not retroactive and applies to new or updated notes after tonight's update and affects these areas:

1.    Status lists. The screenshot below illustrates the following items:
 a.    Clicking on the icon in the left most column of the status lists will sort requests by their note indicator.
 b.    Clicking on the icon in the upper right of the status lists allows staff to display only requests with unreviewed notes.
 c.    The “Unreviewed Note” icon will display next to the title for any new or updated note. Hover over it to display the note type(s) that need to be reviewed.
 d.    The “Reviewed Note” icon will display next to the title after the note has been reviewed.

-For borrowing library staff, the note icons are new; prior to this release, there was no indication if there was a note on a request.
-For lending library staff, the note icons replace the blue pushpin that displayed if there was a note on a request.

2.    Borrower Requests and Lender Requests. The screenshot below illustrates the following items:
 a.    Clicking “Notes” displays only requests with notes that have been reviewed.
 b.    Clicking “Unreviewed Notes” displays only requests with notes that need to be reviewed.
 c.    The “Unreviewed Note” icon will display next to the “Edit” icon when the request has new or updated notes. Hover over the “Unreviewed Note” icon to display the note type(s) that need to be reviewed.
-Not shown: The “Reviewed Note” icon will display next to the “Edit” icon after the note has been reviewed.

3.    Request Record. The screenshots below illustrate the following items:
 a.    A message will display at the top of the request record when there is a note that needs to be reviewed. Clicking “Review Notes” opens a pop-up with the note details.

 b.    Note details are consolidated in a single location for review, regardless of where they are configured on the Request Record.
 c.    Clicking “Cancel” returns the user to the request without removing the request’s review message or the “Unreviewed Note” indicator. 
 d.    Clicking “Acknowledge Notes” returns the user to the request, removes the request’s review message, and updates the request’s icon to the “Reviewed Note” indicator. 
-The review applies to all notes on the request.
-The review is tracked per library; when one staff member marks a request’s note(s) as reviewed, the “Reviewed Note” icon will display for all staff at that library.

If a new note is added or an existing note edited, the request returns to the “Unreviewed” status and the “Unreviewed Note” indicator will again display for that request until the note is acknowledged.