Permissions/Settings

Questions related to user or library account permissions or settings.

Can we undo shipped on a Lender request?

[Permissions/Settings] If your library accidentally marks a request as status Lender > Shipped but can't actually deliver the item - there's the option to allow staff to "Undo Shipped" a request! Check-out our User Accounts Setup Tips [PDF] guide for additional information and screenshots or follow the steps below.

Can our library set the idle patron time-out to a specific time?

[Permissions/Settings] Unauthenticated guest patrons are timed-out of any search results after 9 minutes of inactivity. If a patron is idle for 9 minutes they are provided with an alert tone and pop-up counting down their session expiry within 30 seconds. They are given the option to continue the session if desired.

Can I set ILL request limits on my guest patrons?

[Patron-Initiated ILLs] Using Auto-Graphics feature of Patron Categories, it is now possible to set ILL Request Limits on unauthenticated guest patrons.

Request limits can be set by "number active", "number per week", or "number per month". Patron requests are rejected on the basis of their name (Firstname and Lastname) and their Password/PIN entered during the creation of the requests.

How are requests counted?

How can I set-up my live shelf status checks to NOT apply to Blank Request forms?

[Permission/Settings] Included in the update to v5.0.22.42 is the BCUC requested optional feature to disable live shelf availability checking when Borrower libraries submit a Blank Request form.

Why can't I choose a Status Option change on any of the summary pages, such as Pending, in Request Manager?

[Permission/Settings] With the recent interface update to v5.0.22.42, you have the option of choosing which Headings or Columns display within your summary request manager pages. As of November 29th, the sort orders should now be "sticky" when you select one also. For example if you sort by "Req. No." your sorting should remain until you choose another sort order even if you exit the Request Manager.

Why aren't all my statistics reports displaying?

[Permissions/Settings] In 2017 Auto-Graphics has re-organized the statistical reports and moved all reports previously located in ILL Admin to the Statistics tab instead. They've also added some new reports such as the "Stayed Too Long" report. Unfortunately these reports were not automatically displayed to users assigned the ILL Statistics permissions so you may need to activate them manually.

Can I receive customised staff email alerts for particular request status changes such as Conditional notices?

[Permissions/Settings] Staff email alert settings can be customised to send an email notification to let you know about a change of status on your OutLook OnLine requests. For example if you have Patron-Initiated Interlibrary loan requesting activated you can check-off to receive an alert everytime a new request is created. Previously alerts were only available for NEW or all request status changes.

How do I update or change my password?

[Login/Access] It is recommended that you update passwords frequently to increase the security of staff logins. As many staff logins are shared, updating your passwords yearly or during staff changes can increase the confidentiality and privacy of your patron information. Alternatively you can also increase security by creating personalised logins for each staff member instead of sharing generic staff accounts.

How can I block certain lenders from automatically being added to my lender list builds?

[Lender Lists/ERTI] As requested by BCUC members, Auto-Graphics has now added the ability to add any lender codes to a new Blocked Lender list that stops the ERTI smart-build from automatically adding those codes during it's lender list builds. This allows you to have Search Targets/Resources active that may charge fees, so you can continue to search their catalogues, but without the worry that their library code will accidentally be added.

Why am I missing some search filters like Language?

[Permissions/Settings] On the left-hand side of your Search Results you should see options for a variety of filters such as Libraries (xtargets), Format (Medium), Date, Title, Author, Publisher, Subject, Series, Language, Audience Level and Reading Level.

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