Setup & Statistics

Staff can customise OutLook OnLine for their own personal use and Administrators can also set-up/configure OutLook OnLine with improvements for both staff & patrons.

Can't find the guide or answer you're looking for? Try the Search function or contact us for additional assistance.

 

Staff Guides:

  • Setting up Your Browser Guide [PDF] - Updated July 2017! Experiencing technical difficulties when using OutLook OnLine? Check your browser set-up first! Update 2016: Auto-Graphics only officially supports Firefox & Chrome currently. The latest version of Chrome is their recommended browser. Many functions will continue to work in other browsers such as Safari & Internet Explorer but you may encounter issues as they're unsupported.
     
  • Creating Bookmarks for OutLook OnLine Guide [PDF] - The OLOL URL automatically redirects to a shortened form which doesn't save your library code when bookmarked. Learn how to create bookmarks manually in your browser that work correctly every time!
     
  • Logging into Multiple OutLook OnLine Library Codes Guide - If you attempt to open multiple library codes in different tabs at the same time, all instances of OutLook OnLine will default to the most recent login. Guide includes tips and possible extensions available in Chrome to allow libraries to login into different OutLook OnLine accounts/sites simultaneously.
     
  • User Accounts Setup Tips [PDF] - Each user account in OutLook OnLine can be edited for different levels of access and ILL permissions. Includes recommended settings for administrators, ILL staff, and other library staff users.
     
  • Search Target/Resource Configuration Guide [PDF] Updated! - Libraries can choose the searchable catalogues displayed within OutLook OnLine. Staff and patrons can have different lists of search targets set to display. Are your Search Targets configured correctly but they're still not checked off by default correctly? Check-out our FAQ on configuring Your Favorite Resources. Updated March 16, 2017 to include the new Blocked Lenders list feature.
     
  • Statistics Guide Updated! - Includes info and differences on retrieving statistics from each Statistics section Please Note: Statistics previously located in the ILL Admin module have all now been moved into the Staff Dashboard > Statistics tab. Updated March 20, 2017 to include additional information such as the Stayed Too Long report. IUpdated March 20, 2017 to include additional information such as the Stayed Too Long report. If all your report options aren't display check-out our FAQ: Why aren't all my statistics reports displaying? to activate additional reports.


Admin Guides:

  • Lending Policies Set-up Guide [PDF] - Set-up your Lending policies to determine lendable items by material type. If a request is sent to your library for a non-lendable item, your library will be skipped over as a lender automatically.
     
  • "Open URL" Structure: Passing a Search String into OutLook OnLine Guide [PDF] Updated August 2017! - If your library doesn't have an item, you can generate a link that will take users directly to search results for the desired item in OutLook OnLine, instead of to the search screen. Information on how-to create these OpenURLs to pass search strings into the OutLook OnLine system. Updated April 10, 2017 to include both Bibliocommons and EBSCO Custom Links (EDS, Databases, Full Text Finder etc) information. Please let us know if you have any questions/concerns or feedback when updating your EBSCO resources with OutLook OnLine OpenURL links.
     
  • Patron-Initiated ILL Setup and Procedures - Patron-initiated ILL requests allows patrons to search OutLook OnLine and then directly request from a record in the system. Documentation and templates available on setting up PI-ILLs and custom forms, recommended patron ILL permissions, suggested privacy disclaimer notices, and enabling patron tracking of ILL requests. The new customisable patron forms can now be made privacy compliant for British Columbia patrons!
     
  • Search Widget New September 2017! - A simple search form box can easily be added to perform a Keyword (All Headings) or Title search of your site-specific OutLook OnLine. Add a site-specific OutLook OnLine search box directly to your Interlibrary loan web page!
     
  • Loan and Copy Forms Configuration - ILL forms in OutLook OnLine for both loans and copies are customizable. Instructions and recommended configurations for public libraries.
     
  • Live Shelf Status Activation Guide - Would you like to activate live shelf status checks for your library? System Librarians/Administrators and ILL Staff can check-out the guide for information on what to expect during the process.  Please contact us directly to set-up Live Shelf Status.
     
  • Search Target/Resource Configuration Guide [PDF] Updated! - Libraries can choose the searchable catalogues displayed within OutLook OnLine. Staff and patrons can have different lists of search targets set to display. Are your Search Targets configured correctly but they're still not checked off by default correctly? Check-out our FAQ on configuring Your Favorite Resources. Updated March 16, 2017 to include the new Blocked Lenders list feature.
     
  • Preferred Lender Lists Configuration (Post-Secondary Only) - Post-secondary libraries can set-up their Preferred Lender list with their desired order of library codes.  When requesting items the system first checks your Preferred Lender list and then the System-Wide lender list second.
     
  • Marketing Logos - Check-out the OutLook OnLine logos available to create some marketing materials or add a graphical link to your website.
     
  • Statistics Guide Updated! - Includes info and differences on retrieving statistics from each Statistics section Please Note: Statistics previously located in the ILL Admin module have all now been moved into the Staff Dashboard > Statistics tab. Updated March 20, 2017 to include additional information such as the Stayed Too Long report. IUpdated March 20, 2017 to include additional information such as the Stayed Too Long report. If all your report options aren't display check-out our FAQ: Why aren't all my statistics reports displaying? to activate additional reports.

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