^{25 March 2023}

Highlights

Getting ready for inventory… 

We’ve aligned our inventory reports so they look the same when run from Reports vs from Inventory Management. This affects the following reports: 

• Inventoried Items Report (Copies Inventoried)
• Missing Items Report (Copies Not Inventoried)
• Site Inventory Statistics Summary Report (Inventory Statistics Summary)

You’ll also find a new selection on the Copies Not Inventoried report, for “Copies last used between” so you can run inventory more efficiently. (This suggestion came from Linda from Buffalo Public Schools. Thanks, Linda!).

(Alexandria & Textbook Tracker when applicable)

Important 

New and Improved

Reports

• Label report Data options have been updated to call ‘Copy ID’ > ‘Copy Tag’ instead. Don’t worry, it does the same thing. (This is true now in Alexandria and Textbook Tracker)
• In the future, some reports will be moving. We’ve added notes to these reports to give you a heads up. (Alexandria & Textbook Tracker)
• Coming Due Items Notice report has a new option to include cover art in emails, as well as other minor improvements. (Alexandria Librarian only)

Imports

• When adding records in BestMARC and sending them over to Alexandria, we now do better title matching to try and reduce your duplicates. (Alexandria Librarian only)
• Summary files have been improved when importing from FTP—you’ll now see information on that FTP setup. (Alexandria & Textbook Tracker)

Circulation

• Do you find yourself emailing Patron Details a lot? You can do that by clicking Details in Circulation and then Email*. Orrrrr now you can jump straight to the email window by using the shortcut QN! If a patron has an overdue item, this is a real quick way to ‘recall’ that book :) (Alexandria & Textbook Tracker)

  *Email must be configured. See Email Notices.
• From the Charges tab, you can Print Charges for your patrons. Now the description on that report/receipt will show your full charge note. (Alexandria & Textbook Tracker)

Items

•  The lock icon is now slightly different so you can distinguish unlocking/locking your TITLE records vs your COPY records. (Alexandria & Textbook Tracker)

Fixed

General

• Did we mention we have Portuguese? Alexandria Researcher only for now.

  Also, we are catching up in translating our new Spanish strings. (We’ve added a lot of new text to Alexandria for the Makeover!) (Alexandria & Textbook Tracker)

Circulation

• Copy Stats was showing an ‘invalid date’ for older transactions. That’s not very helpful, is it? (Alexandria & Textbook Tracker)
• The Reservation window gives you a better idea of the ranges that are available. (Alexandria Librarian only)
• You can access your Cash Drawer balance and report now. (Alexandria & Textbook Tracker)
• Patron Lookup sub-sorts correctly by first name. (Alexandria & Textbook Tracker)

Patrons

• You can ‘Take patron picture’ in the Makeover now. That camera action was sure tricky! (Alexandria & Textbook Tracker)

Items

• Unlocking either your TITLE or COPY, you can use the add + menu (for whatever record type you’ve unlocked). Thank you to our friends at Alpine for pointing this out. (Alexandria & Textbook Tracker)
• Using Advanced Search to look for Subject and Publication Year will actually give you results now. (Alexandria & Textbook Tracker)

Preferences

• With a security level of Library Administrator, you can do a lot of things…except access Circulation Preferences. Oops! Now you can! (Alexandria & Textbook Tracker)

Builder

• We missed a spot! The Log search queries option is once again available to turn on and off.

Reports

• The Copy Monthly Checkout Count and Monthly Checkouts per Copy reports are now counting all copies for a title. Like they should be. (Alexandria Librarian only)
• The Unpaid Charges Notice wasn’t always showing lost items. It should behave now.