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Removing holds—Easy as 1, 2, 3
Morgan posted on Mar 10, 2021
March 15th, 2021  The end of the school year is approaching, and Miss Honey is wondering what she should do about holds since none of them will be fulfilled over the summer. How can she remove holds so patrons don't get any notifications about them over break? Alexandria has a utility that makes this a breeze! Alex S Utilities Remove_Holds 20-3_Release_Notes.png Version 7 Did you know that we consolidated all of our holds utilities into one back in  20.3?…
4 Comments  · 
Changing call numbers—helpful utilities
Morgan posted on Mar 03, 2021
March 8th, 2021 Miss Honey's district is standardizing everyone's call numbers, which means all of her F prefixes need to be changed to FIC. Her first thought? This sounds like a lot of work. Luckily, Alexandria has a few utilities to make this easier. Alex S Utilities Change_Title_Call_Numbers Replace_prefix.png First, it's important to understand the  difference between title and copy call numbers in Alexandria. Unless otherwise specified in individual copy records,…
6 Comments  · 
Mystery, fantasy, classics—Adding genres
Morgan posted on Feb 24, 2021
March 1st, 2021 Historical fiction, coming-of-age, or supernatural... all of these genres fit The Book Thief. While you may have to choose just one for your physical library, you can add as many genres as you want to this book in your digital catalog. In fact, giving your books several genres can help make your catalog more searchable! https://s3.amazonaws.com/compimage/GIFs/Alex+GIF+Browse+Mobile.gif Alex S Utilities Add_a_MARC_Tag genre_example.…
My data!—All about archives
Morgan posted on Feb 17, 2021
February 22nd, 2021 Miss Honey is about to remove a bunch of old titles from her catalog. But there's one thing she should do beforehand: run an archive. Alex Admin Settings Status.png Go Cloud Hosted and let us take care of your archives and backups! An archive is a complete copy of your Alexandria database that can be used as a restore point in the event that your data is lost or damaged. It's a quick and automatic way of saving your database before making any large changes,…
1 Comment  · 
Saved field mapping—Easy peasy imports
Morgan posted on Feb 10, 2021
February 16th, 2021 It's time to run another patron import. You have the import saved, which makes things easier... but what about the field mapping? Well, Alexandria saves that too! Alex S Import Field_Mapping.png It's true! When you create a saved import, your field mapping will also be saved. You'll just need to make sure the order of the fields in your file always remains the same. Create a Saved Patron Import Go to Tools > Import and select the Patrons category. Click Create Saved Import.…
The Magic X
Morgan posted on Feb 02, 2021
February 8th, 2021 Have you ever needed to leave your computer for a moment and wanted a quick way to clear the current patron and item? Well, here's a simple trick to clear those panes so everyone's information remains confidential! V12 TOTW Videos The X command is a great way to perform multiple time-saving functions within Circulation. Let’s take a look at what the “Magic X” can do for you!  Clear the Screen With a current patron and item in Circulation, type X in the Command Line.…
2 Comments  · 
Advanced report selections—Policies
Morgan posted on Jan 27, 2021
February 1st, 2021 It's time for Miss Honey to print more patron barcode labels. She wants to include all types of patrons in the report—elementary, middle, and high school—except for staff. But how do you do that in Alexandria? Introducing... advanced report selections! Alex S Reports Saved Selections Advanced.png Alexandria allows you to include or exclude specified patron policies in  Patron and Circulation reports.…
Send notices by charge amount
Morgan posted on Jan 20, 2021
January 25th, 2021 Every so often, Miss Honey likes to send out the Unpaid Charges Notice report. This reminds students of charges they still need to pay. But... she doesn't want to keep bothering students with small charges. Is there a way to send notices only to patrons with charges more than $1? Alexandria has a selection for that!  Alex S Reports Unpaid_Charges_Notice Selections Charge_Balance.…
Helpful reports—Have you given them a try?
Morgan posted on Jan 13, 2021
January 19th, 2021 Alexandria offers a wide variety of cool reports. But... while it's awesome there are so many, we know it can feel overwhelming at times. This is why we've put together a list of specific reports you may want to check out! Coming Due Items Notice Report (Email).png Daily/Weekly Reports Here are some reports you may want to schedule http://support.companioncorp.com/display/ALEX/Saved+Reports#SavedReports-Schedule to run once a day or once a week: Loaned Items Information.…
6 Comments  · 
Send hold notices by availability!
Morgan posted on Jan 07, 2021
January 11th, 2021 Miss Honey would like to automatically notify patrons as soon as their holds are ready for pickup. How can she do this in Alexandria? Well, we've recently added a selection to the In-Stock Hold Notice report to do just that! Alex S Reports In_Stock_Hold_Available Selection.png As of  20.7, you can schedule hold notices to go out based on availability dates. That means you can set up notices to automatically go out the day of or one day after books become in-stock!…


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