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Update your Researcher pane!
Myra posted on Mar 15, 2019
Tip for March 18, 2019 Over the weekend we released Browse, a new patron interface for browsing your collection. How do you add Browse to your Researcher? You can add a button yourself and use our icon. Or... you can import our pane! Alex S ResearcherNew.png Import an Explore Pane Download this text file. Researcher Default Pane.txt Open your Explore Builder. From the actions menu (gear) choose Import Pane. Choose File and locate the downloaded text file.…
Set the terms—Autofill and Authority Control
Myra posted on Mar 08, 2019
Tip for March 11, 2019 You are adding a new patron. You start typing in their homeroom teacher, only to realize you can't remember how to spell it. "Zie" is as far as you've got. What's next? Authority Control has you covered. Alex S AuthorityControl.png There isn't a visual indication that an entry field is managed by Authority Control, but as you type... In version 6, type anything in the controlled field and it will pop up the list of terms. In version 7, type the first three letters,…
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Spring cleaning—Weeding old items
Myra posted on Mar 01, 2019
Tip for March 4, 2019 It's time to clean up the shelves. How do you identify items for the chopping block? You can use the Weeding List report to find, say, items more than 10 years old that haven't been used in the last 10 years. Alex S Reports WeedingList1.png Running a Weeding List In Reports, go to the Copies category. Scroll to the bottom and select the Weeding List report. In the following fields, enter a date range to search for items that haven't been used during that period.…
On the way—On Order
Myra posted on Feb 22, 2019
Tip for February 25, 2019 Darla has a particular request. She has heard that Raina Telgemeier is about to release a new book, and she really wants to be the first one to check it out when your library receives it. Well, you won't play favorites, because that's unfair, but there is a way Darla can get in line early.  Alex S Circulation OnOrder.png On Order Sometimes vendors will send the MARC records to you before the order is shipped. When they do,…
What can you recommend for me?
Myra posted on Feb 18, 2019
Tip for February 19, 2019 Last week, Darla asked if you could recommend books to read over spring break. Yesterday, Anton asked you what he should read now that he's finished all the Warriors books (yay!). You love answering these kinds of questions, but how do you recommend items to patrons who are looking through the online catalog at home? Do you have a list set up for the "Top 10 Must Read" books in your library? Alex S Researcher SavedList.png Create a List Log in to Search.…
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Do it your way—Override Dates
Myra posted on Feb 08, 2019
Tip for February 11, 2019  Darla comes up to the circulation desk with a trilogy of books to check out. Your normal checkout time is 3 weeks, but Darla explains that she's going to visit her grandparents around that time and won't be back when the books are due. "Can I please have them longer?" she asks. How can you turn away such a veracious reader? You can't. Instead, you assist Darla's love of learning by using override dates. Alex S CIrculation OverrideDate2.…
What is that date?—Override
Myra posted on Jan 30, 2019
Tip for February 4, 2019 You may have seen a date appear at the top of the Circulation window to the right of the command line. It may be today’s date. It may not be. It could be a date in the past or a date in the future. So… what it is? Alex S Circulation OverrideDate.png That is the Override Date. You can enter an Override Date by typing a period (.) and the date, for example to set the date to March 24, 2019, type .3/22/19 or .032219. Voila!…
Pull Up That Patron
Myra posted on Jan 18, 2019
Tip for January 28, 2019 When you're in Circulation and you need to find a patron fast, use the Lookup command. No, not the Lookup button — that is useful, but the L command will help you find your patron and make them current in fewer steps.  Alex S Circulation Lookup.png For example... In the command line, type L anderson <enter> to bring up a list of all patrons with the last name Anderson. From there you can tab to the list of results,</enter>…
Custom Slideshow Buttons
Myra posted on Jan 18, 2019
Tip for January 22, 2019 You know you can go to /slideshow to view a slideshow of items as determined by your settings in Preferences > Researcher > Slideshow. You know you can create an Explore button that links to your Slideshow. But did you now that you're not limited to a single slideshow? You can set up as many custom slideshows as you want, each with a specific URL. Alex S Slideshow Preview Professional.png Here's how: To get your primary Slideshow URL,…
Read Me—View Only Access
Myra posted on Jan 11, 2019
Tip for January 14, 2019 Has an administrator or principal asked for access to Alexandria to run reports or view patron data? What if you want to give them access, but you don’t want them to mess anything up? Easy. It’s all in Security. Alex S Preferences Security ReportingView.png Go to Patron Management and open a patron record, then look at the Security Group underneath their picture. The group to which this patron is assigned dictates what they can and cannot do in Alexandria.…


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