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Tip compilation: end-of-year edition
Bethany Brown posted on May 17, 2023
May 23, 2023 Well, we made it to the end of another school year! Here's our send-off (for a little while, at least) with links to our favorite EOY tips.  End-of-year tips: Inventory : A list of resources to help with your end-of-year inventory. Exports—Move and modify data : Exports make moving and modifying data easy! (Remember that Exports are now in Operations after the Alexandria Makeover.) Summer is here–let's keep in touch! : Sign up for emails, follow us on social media,…
End-of-year reports
Bethany Brown posted on May 10, 2023
May 15, 2023 Alex S2 20230515.jpg The end of the school year is a busy time, and we know that things can stack up fast! Don't worry, we have some reports to help. EOY Reports Copy Information http://support.companioncorp.com/display/ALEX/Copies+Information+Reports#CopiesInformationReports-CopyInformation - Enter the dates of the school year in the "Copies Added" section of the selections for a list of everything added this year.  Title Information - Similar to the Copy Information report,…
End-of-year procedures & the message drawer
Bethany Brown posted on May 04, 2023
May 8, 2023 Believe it or not, it's that time of year to review your End-of-Year Procedures. As you run all of these EOY operations, are you utilizing the message drawer?  Alex S2 20230508.png pashaSR01-sleeping_small.png Pasha has already started his summer break. Please do not disturb. The message drawer is accessible from the top navigation bar (topnav), by clicking on the bitsMessages1.png icon. The message drawer shows your recent operations,…
Cleaning up the grade table–Authority Control
Bethany Brown posted on Apr 26, 2023
May 1, 2023 It's coming on the end of the school year, and a great time to start reviewing the End-of-Year Procedures. Today, we're going over how to clean up your grades before you advance grade levels.  Alex S2 20230501.png How To To access Authority Control to modify your grade terms, navigate to Tools > Authority Control > Patrons > Grade.  Then, use the actions menu Alex Elements Actions-G.png to "remove unused grade terms." Next, modify the grades by selecting a grade, clicking Edit Term,…
Extra, extra! Watch all about it!
Bethany Brown posted on Apr 19, 2023
April 24, 2023 They say a picture is worth a thousand words–and while we don't agree with that, we DO love our new Makeover Training Videos.  You can view all the makeover videos on our Video Directory, or go to our Youtube https://www.youtube.com/channel/UC6BRd0tF9keapsCmyUQkMzQ channel. More new videos are coming! Subscribe so you don't miss them. pashaSR01-default2_small.png Catch Pasha as the star of the new videos–but please, no pawtographs. Alex S2 20220424.png Alex KBI Training_Purple.…
Items: a few things you may not know...
Bethany Brown posted on Apr 12, 2023
April 17, 2023 We're going through four of our favorite features in Items this week that we think you might be missing out on.  librarian working at desk squashed.jpg  1. Want a better view of the cover art? In the makeover, you can click on item images to make them bigger.  2. In the makeover, the lock icon is slightly different so you can distinguish unlocking/locking your TITLE records vs your COPY records. bitsLockUn1.png bitsLockUn2.png Voila!  3. In Items > Advanced Search > Publication,…
Four features in Patrons you might not be using
Bethany Brown posted on Apr 05, 2023
April 10, 2023 In this week's tip, we're highlighting some of our favorite features in Patrons that you may not be utilizing. Let's dive in! patrons tip.png pashaSR01-sitting_small.pngPasha prefers the nickname "Your Majesty" Did you know your patron email field (Other Emails) can have up to five email addresses? Just separate them by commas and no spaces. This is helpful if you have multiple people who want email notices, such as guardians or student advisors.…
Weeding items: why keep discarded items? 
Bethany Brown posted on Mar 29, 2023
April 3, 2023 You're scanning weeded/discarded items in Alexandria, and you see each item in the current item pane with a status of "discarded." So, why does Alexandria keep discarded copy records rather than completely removing them? Let's get into it.  DM.png When using Discard Mode (DM), Alexandria uses the Discarded Copies System Patron http://support.companioncorp.com/display/ALEX/System+Patrons to keep track of items discarded from the library.…
Circulation: Items out tab
Bethany Brown posted on Mar 21, 2023
March 27, 2023 The next stop on our favorite features tour is the Items Out Tab in Circulation.  items out tab.png The Items Out Tab (command QE) displays a list of all items checked out by the current patron, and allows you to renew items, override due dates, or declare items lost.  The checked out date is especially useful, because you can use it to sort checked out items by date, and see if it has already been renewed and how long the patron has actually had the item checked out.…
Circulation: homeroom tab
Bethany Brown posted on Mar 15, 2023
March 20, 2023 The tour of some of our favorite features continues with another great highlight: the Homeroom Subtab.  Alex S2 Circulation Transaction_Log_Homeroom.png Circulation > Homeroom subtab can be used to make patrons current in Circulation, and is generally used for easy checkout when specific classes/homerooms come to the library.   The checkbox at the bottom lets you show patron pictures in the subtab,…


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